James J. Robinson

2011Annual

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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

  • 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.

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James J. Robinson | Frix