# William Keith Watkins

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15160

## Record

- **Judge:** William Keith Watkins
- **Year:** 2013
- **Report type:** Annual
- **Pages:** 8

## Text

Pike Co. AL. Farm #1 — None
Farm (1/4 interest), Coffee County, AL — None
North Carolina, Jackson Co. Lot (Appraisal 7/23/04) — None
North Carolina, Jackson Co. Lot 2 *See VIII — None
North Carolina Land, Jackson Co (Appraisal 8/8/02) — None
Bam Property Troy, AL — None
Pike Co. AL Farm £3 — None
Pike Co. AL Farm #4 - Mineral — None
Pike Co. AL Farm #5 « Mineral — None
Pike Co. AL Farm #6 (19% interest) — None
Pike Co. AL Farm #6 (19% interest) Mineral — None
WE. LLC (507% mterest) — None
Powermaster. Inc. (1/3 interest) — None
E. D. Moseley Note — None
Wells Fargo Bank (formerly Wachovia Bank) - Dimensions Acct. — Interest
Principal: Variable Universial Life Policy — Int/Div
Principal #302 WKW 318 Variable Universal Life — Int/Div
Northwestern Mutual T™M 010 Extraordinary Life — Int/Div
LPL Fmancial IRA Account Brokerage Cash ] — istmbution
LPL Financial IRA Account Brokerage Cash [ — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX a — Int/Div
INVESTMENT COMPANY OF AMERICA CL FI AICCX — Int/Div
LPL Financial IRA Account PTC CUSTIRAFBOWK W — istnbution
LPL Financial IRA Account Brokerage Cash-Insured Deposit Fud — Inv
BLACKROCK HIGH YIELD BOND FUND BHTIX — Int/Div — Sold (part)
DOUBLELINE TOTAL RETURN BOND FUND DBLTX — Int/Div — Sold (part)
EATON VANCE NATIONAL MUNICIPAL BOND FUND EIHMX — Int/Div — Sold
HARBOR INTL FUND HAINX — Int/Div — Sold
HARTFORD GREW TH OPP FUND HGOIX — Int/Div — Sold
LOOMIS SAYLES INVESTMENT GRADE BOND FUND — Int/Div — Sold
NUVEEN HIGH YLD MUNI BOND FUND NHMRX — Int/Div — Buy (add'l)
NUVEEN LARGE CAP VALUE FUND NOQCRX — Int/Div — Sold (part)
TROWE PRICE CAP APPRECIATION FUND PRWCX — Int/Div — Buy (add'l)
MFS RESEARCH FUND CLASS MRFIX — Int/Div — Buy
MFS RESEARCH FUND CLASS MRFIX — Int/Div — Buy (add'l)
TROWE PRICE GROWTH STOCK FUND PRGFX — Int/Div — Buy
TROWE PRICE GROWTH STOCK FUND PRGFX — Int/Div — Sold (part)
T ROWE PRICE EMERGING MARKETS BOND FUN — Int/Div — Buy
Troy Bank & Trust Company Super NOW account — Int/Div — Open
Manager/Sole Member, Rosewood Martin, LLC
Director, Shareholder, Officer, Powermaster, Inc
Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan
Liability — Regions Bank — Line of Credit
Spouse's income — 2013 — IR Meurology Consultants of Montgomery Salary reported on Form W-2
Spouse's income — 2013 — IR Non-cmployee compensation received from Interpublic, Ine
Spouse's income — 2013 — IR Non-cmployee compensation received from L&M Communications LLC and reported on form 1099
Spouse's income — 2013 — EE Non-employee compensation received from Advanced Heaalth Media, LLC and reported on form 1099
Spouse's income — 2013 — I Noon-employee compensation received from SCSHealtheare Marketing, LLC and reported on form 1099
VIL Lines 19, 20, 21, 22, and 23 include the individual portfolio assets held in the JN |RA brokerage account held at LPL Financial, LPL [NN

I Line 19 represents the total value of the entire account.

VII Line 20 this holding in the JE TRA was reported as having a value in 2012 of $15,000 or less ([CODE J]. However, that was incorrect and the amount

should have been reported as Code M, between $100,001 and $250,000. The market value at the end of the prior year was $124,430.

VIL Lines 24 through 39 include the individual portfolio assets held in the Judge Watkins’ IRA fee-based advisory account held at LPL Financial, LPL [JN

I Line 24 represents the total value of the entire account, The account is a managed by the Financial Advisor, who has limited discretion over mutual

fund positions in the account. The buys and sells reported in lines 26-39 represent trades made by the financial advisor using his limited discretion and based on

chanages in the underlying mutual fund asset model used for the account.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15160. Public record. Not legal advice.
