James J. Robinson
2011Annual
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Pull out the substance of this filing.
What was filed
55
investments
1
positions
0
gifts
2
agreements
3
debts
2
reimbursements
1
income
1
spouse income
Named parties
- shrs add'l div reinvest
- deposit account
- Part VII
- shrs add'l div remvest
- shrs add'l diy remvest
- shrs add’ div remvest
- shs add'l div remvest
- 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
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
240 shares common stock Southern Co. — Int/Div — Buy (add'l) — shrs add'l div reinvest
BBA&T (formerly Compass Bank) deposit account — Interest — Closed — deposit account
Goldman Sachs Str US Equity Class A mutual fund — Sold — Part VII
Community Credit Union deposit account — Interest
Wells Fargo deposit accounts — Interest
Unimproved real estate lot-St. Simons Is. 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
1485 shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shrs add'l div reinvest
1737 shares Amencan Growth Fund Class A — Int/Div — Buy (add'l) — shrs add'l div remvest
Memill Lynch Ready Assets Money Fund — Int/Div
FIA Card Services formerly CMA Money Fund — Int/Div — Sold
Federal Home Loan Mortgage Bond 5.65% — Interest — Redeemed
Federal Home Loan Mortgage Bond 5.125% — Interest
Federal Home Loan Mortgage Bond 4.5% — Interest
Federal Home Loan Mortgage Bond 6.125% — Interest
American Legacy 111 annuity — None
BIF (formerlyMernill Lynch CMA) Tax Exempt Money Fund — Int/Div
Federal Home Loan Mortgage Bond 4.5% — Interest
527 Shares Common Stock Proassurance Corp. — Int/Div
1597 Shares American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — shrs add'l diy remvest
171 Shares Blackrock Small Cap Indext Fund Class A — Int/Div
Campbell Strategic Allocation Fund Limited Partnership — Int/Div — Sold
FIA Card Servs Money Fund — Int/Div
2508 Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — shrs add’ div remvest
I804American Capital Income Builder Class A Mut, Fund — Int/Div — Buy (add'l) — shrs add'l div reinvest
4039 American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l)
1400 Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shrs add'l div remvest
1897 Shares American New Perspective Fund — Int/Div — Buy (add'l) — shrs add'l div reinvest
731 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shrs add'l div reinvest
882 Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shrs add'l div reinvest
BT&B deposit account — Interest — Closed
20.611 Amencan Intr. Bond Fund Class A — Int/Div — Buy (add'l) — shs add'l div remvest
99,000 CD American Express Bk Salt Lk City UT 2.35% 2/4/11 — Interest — Redeemed
Purchase Options for 4984 shrs in Southern Co. — None — Sold (part) — Part VII
S00 shrs Alliance Bernstein — Int/Div
1340 shrs Kraft Foods — Int/Div — Buy (add'l)
785 shrs Progress Energy — Int/Div
NobleBank & Trust deposit account — Interest
145 shares MetLife, Inc — Int/Div
670 shares National Grid PLC SP ADR — Int/Div — Buy
1100 shares Pfizer common — Int/Div — Buy
1075 shares Waste Management common — Int/Div — Buy
2220 shares American Income Fund of Amenca — Int/Div — Buy
1250 shares Goldman Sachs Group Inc preferred — Int/Div — Buy
725 shares Centurylink common — Int/Div — Buy
300 shares Chevron Corp common — Int/Div — Buy
610 shares Coca Cola common — Int/Div — Buy
S60 shares DuPont El de Nemours common — Int/Div — Buy
760 shares Genuine Parts common — Int/Div — Buy
615 shares Kimberly Clark common — Int/Div — Buy
400 shares McDonalds Corp common — Int/Div — Buy
1555 shares Microsoft Corp common — Int/Div — Buy
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 — O9/3002011 — Birmingham, AL — Speak at CLE seminar — seminar fee and lunch
Reimbursement — State Bar - Commercial Law Section — 06/08/2011 06/10/2011 — Sand Destin, FL — Speaker at CLE seminar — seminir fee, lodgmg, meals and mileage
Income — 2011 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2011 — Southern Companyv-retirement/pension
Part VII - Line 3: In all my previous Reports (beginning 2006) | reported an investment in Goldman Sachs Str US. Equity Class A mutual fund. This was|
I investment, apparently carried in a small IRA account. As best as | can determine, after [JI retirement in 2008, this investment was liquidated and
the proceeds rolled-over into another IRA managed by Merrill Lynch. The transaction resulted in a small loss or gain; probably the former. The value of the
invesatment was less than $5,000, perhaps even less than $1,000. 1 have search my records and so has my Merrill Lynch broker, and we cannot find any specific
information. Please consider the foregoing as an amendment to my previous Reports.
Part VII - Line 37: 402 options exercised and acquired shares sold 01/04/11; 813 options exercised and acquired shares sold 04/04/11; 1.600 options exercised
and acquired shares sold 08/01/11. Options exercised and acquired shares sold during 2011 total 2815.
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, in once instance,
stock paid a dividend that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2011, often more
than once during the year for any particular investment, so | 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.