Abdul K. Kallon

2012Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Children’s Village Board of Directors
  • Sister Cities of Birmingham
  • Beta Kappa Boule Charitable Foundation
  • Sallie Mae

As filed

Regions Bank Account — Interest

Regions Bank Account 2 — Interest

BBand T Bank Account — Interest

Synergy Real Estate - Purchased August 2008 for $56,000 — None

Bradley Arant 401K

Putnam Equity Income — None

MamStay Large Cap Growth — None

Vanguard Institutional Index — None

Harbor Small Cap Growth Inst] — None

AllianceBem Discovery Value (name change from Mid Cap) — None

Amernican Funds EuroPacific Growth — None

Harbor International Adm — None

Oakmark Equity & Income — None

Brokerage Account

Apple Common Stock — Int/Div

Berkshire Hathaway Class B — None

Coca Cola Stock — Int/Div — Buy (add'l)

Conoco Phillips Common Stock — Int/Div

Deere & Co. — Int/Div — Buy

Energen Corp — Int/Div

ExxonMobil — Int/Div

Gilead Sciences — None

Google Common Stock — None

Great Plains Energy Common Stock — Int/Div

Martin Marietta Materials Common Stock — Int/Div

McDonald's Corp — Int/Div

Montpelier Holdings Common Stock — Int/Div — Sold

Mueller Water Products — Int/Div

Phillips 66 — Int/Div — from line 18)

Teradata Common Stock — None

United Technologies Corp — Int/Div

Vulcan Materials Common Stock — Int/Div

Walter Energy — Int/Div

Goldman Sachs FS Money Market — Interest

Netflix — None — Buy

Director, Children’s Village Board of Directors

Director, Sister Cities of Birmingham

Chair, Beta Kappa Boule Charitable Foundation

Agreement — 1995 — Bradley Arant 201K, former law firm, managed by Charles Schwab, no control

Liability — Sallie Mae — Co-signer of student loans

Part 111A — Consistent with the partnership agreement, my old law firm retuned in January the capital contribution | paid to the firm during my years (2001 -

2009) as a partner. As a result, | deleted from this report the references in prior years to this agreement. Also, | did not include the amount returned to me in this

report since the capital contribution is technically not income 1 earned in 2012,

Part VII --

Line 4 -- | have yet to receive the 2012 K-1 from Synergy Real Estate Holdings and will amend this report when | do to reflect any distributions | receive. Please

note also that | reached an agreement recently to sell my shares back to the company and will include that information in the 2013 report.

Line 19 == I also purchased additional Deere shares on June 20, 2012 using the proceeds from the sale of the Montpelier Holdings stock. The viave code listed in

(3) is the combined value of the April and June purchases,

Line 35 -- Actual purchasedate for my share of Netflix was October 4, 2011. 1 am using a January 1, 2012 date since | inadvertently failed to clude this holding

in my 2011 report.

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.

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