James J. Robinson

2012Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 3

    debts

  • 3

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • add'l div remvest
  • Part VIII
  • add'l div remnvest
  • div shrs
  • add’ div remvest
  • add'l div reinvest
  • Part VII
  • shrs
  • shares
  • stock dividend
  • Rambow Omega, Inc. (home for adults with developmental disabilities)
  • Chase Bank USA, NA
  • Memill Lynch (Bank of America-FIA Card Services NA)
  • Merrill Lynch (American Express)
  • Cumberland School of Law
  • State Bar - Commercial : Law Section
  • UL Ala. School of Law
  • Burr & Forman LLC - retired partner's annunity
  • Southern Companyv-retirement/pension

As filed

common stock Southern Co — Int/Div — Buy (add'l) — add'l div remvest

Goldman Sachs Str US Equity Class A mutual fund — None — Part VIII

WinSouth CU fka Community CU (deposit account) — Interest

Wells Fargo deposit accounts — Interest

Ummproved real estate lot-5t Stnons [s. Georgia — None

Manufacturers Life policies (2) — Int/Div

Mass Mutual Life- American Century Value mutual fund — None

Mass Mutual Life - guaranteed principal account — Interest

Unimproved real estate lot-Shelby Co., AL — None — Sold

American Capital World Growth Income Fund — Int/Div — Buy (add'l) — add'l div remnvest

American Growth Fund Class A — Int/Div — Buy (add'l) — add'l div remvest

Memill Lynch Ready Assets Money Fund — Int/Div

Federal Home Loan Mortgage Bond 5.125% — None — Redeemed

Federal Home Loan Mortgage Bond 4.5% — Interest

Federal Home Loan Mortgage Bond 6.125% — Interest

Amencan Legacy HI annuity — None

BIF Tax Exempt Money Fund — Int/Div

Federal Home Loan Mortgage Bond 4.5% — Interest

Common Stock Proassurance Corp. — Int/Div — Buy (add'l) — div shrs

American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest

Blackrock Small Cap Indext Fund Class A — Int/Div

FIA Card Servs Money Fund — Int/Div

American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — add’ div remvest

American Capital Income Builder Class, A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest

American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — add'l div remvest

American Fundamental Investors Fund — Int/Div — Buy (add'l) — add'l div remvest

American New Perspective Fund — Int/Div — Buy (add'l) — add'l div remvest

American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — add'l div reinvest

American Growth Fund of America Class A — Int/Div — Buy (add'l) — add'l div reinvest

American Intr. Bond Fund Class A — Int/Div — Buy (add'l) — add'l div remvest

Purchase Options in Southern Co. — None — Expired — Part VII

Kraft Foods — Int/Div — Sold (part) — Part VII

Progress Energy — None — with line 49) — Part VIII

NobleBank & Trust deposit account — Interest

MetLife, Inc — Int/Div

National Grid PLC SP ADR — Int/Div

Pfizer common — Int/Div — Buy (add'l) — shrs

Waste Management common — Int/Div

American Income Fund of America — Int/Div — Buy — add'l div remvest

Goldman Sachs Group Inc preferred — Int/Div

Centurylink common — Int/Div

Chevron Corp common — Int/Div — Buy — shares

Coca Cola common — Int/Div — Buy (add'l) — stock dividend

DuPont El de Nemours common — Int/Div

Genuine Parts common — Int/Div

Kimberly Clark common — Int/Div

McDonalds Corp common — Int/Div — Buy (add'l) — shrs

Microsoft Corp common — Int/Div

Duke Energy common — Int/Div — Part VII

Mondelez Int'l common — Int/Div — from line 12) — Part VII

Apple, Inc. common — Int/Div — Buy

BaRINA RASP (money fund) — Int/Div — Open

Retirement Reserves (money fund) — Int/Div — Open

Alliance Berstein common — Sold

Development Committee member, Rambow Omega, Inc. (home for adults with developmental disabilities)

Agreement — 1974 — Burr & Forman LLP Profit Sharing/Keogh Plan (former law firm-no control)

Agreement — 2006 — Burr & Forman LLP retired partner annuity (former law firm)

Liability — Chase Bank USA, NA — Credit Card (VISA)

Liability — Memill Lynch (Bank of America-FIA Card Services NA) — Credit Card (VISA)

Liability — Merrill Lynch (American Express) — Credit Card {American Express)

Reimbursement — Cumberland School of Law — 10052012 — Birmingham, AL — Speak at CLE seminar — seminar fee and lunch

Reimbursement — State Bar - Commercial : Law Section — 06/07/2012 06/10/2012 — Sand Destin, FL — Speaker at CLE seminar — seminir fee, lodgmg, meals and mileage

Reimbursement — UL Ala. School of Law — 11/16:2012 — Birmingham, AL — Speuker at CLI — seminar fee and lunch

Income — 2012 — Burr & Forman LLC - retired partner's annunity — S27.000.00

Spouse's income — 2012 — Southern Companyv-retirement/pension

Part VII - Line 2: In my 2011 Report | reported that this investment (Goldman Sachs Str US. Equity Class A mutual fund) was

in a small IRA account.

1 incorrectly reported in my 2011 Report that on an unknown date this investment had been liquidated and the proceeds rolled-over mto another IRA managed by

Merrill Lynch. 1 have since confirmed that Goldman Sachs was not made aware of

new address following our move after | was appointed to the bench,

thus

had not been receiving periodic statements from Goldman Sachs and incorrectly assumed this investment had been liquidated. Goldman Sachs located

our new address, contacted

, and confirmed that the IRA account was still active as reported on Line 2 of Part VIL Please consider the foregoing as an

amendment to my previous Reports.

Part VII - Line 31: The price to exercise the remaining options exceeded the stock purchase price, thus all remaining options were allowed to expire without being

exercised.

Part VII - Lines 32 & 50: Shares in Kraft were redemed in exchange for

Mondelez Int'l reported on lime 50.

Part VII - Line 33 & 49: Progress Energy merged into Duke Energy. | acquired the Duke Energy stock reported on line 40 from the merger.

Part VII: The notation ™__ shrs add'l div reinvest” appearing several times in column (5) of part D indicates that the particular mutual fund or stock paid a dividend

that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2012, often more than once during the

year for any particular investment, so 1 did not list the exact date for each dividend and reinvestment.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.