# James J. Robinson > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/13969 ## Record - **Judge:** James J. Robinson - **Year:** 2012 - **Report type:** Annual - **Pages:** 9 ## Text 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. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/13969. Public record. Not legal advice.