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.