L. Scott Coogler
2017Annual
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What was filed
75
investments
0
positions
3
gifts
0
agreements
1
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Jose R. Rivas
- BBVA Compass Bank
- University of Alabama - School of Law, Salary for teaching
- Mitzi H. Coogler, CPA, Income from accounting practice
As filed
Rental Property No. 2, Tuscaloosa, AL { YHH — Rent
Rental Property No. 3, Tuscaloosa, AL { ) Cap — Rent
Coogler & Copeland, Jnr. Vat, (33 ave Tuscaloosa, AL) 50% Int — Rent
Checking Account #1 Bank of Tuscaloosa — None
Checking Account #2 Bank of Tuscaloosa — None
Savings Account - Compass Bank — Interest
Money Market Account #1 - Bank of Tuscaloosa — Interest
TD Waterhouse Bank Money Market Account{ — Interest
Checking Account- Life Insurance Trust Bank of Tuscaloosa — None
Real Estate Rental, Sherwood East, Ltd 12 — None
Prepaid College Tuition Plan, State of Alabama (HCC) — Distribution
Prepaid College Tuition Plan, State of Alabama (ADC) — Distribution
Money Market Account #3, Bank of Tuscaloosa (CHC) — Interest
Money Market Account #4, Bank of Tuscaloosa (HCC) — Interest
Money Market Account #5, Bunk of Tuscaloosa (ADC) — Interest
Retirement Systems - State of Alabama — Interest
Rental Property No. 4 Tuscaloosa, AL (CC) — Rent
Checking Account Compass Bank (ADC) — None
Rental Property No. 5 (C. Creek) Tuscaloosa, AL — Reat
Checking Account Compass Bank (HCC) — None
Rental Property No.6 (Greystone) Northport, AL — Rent
Business Checking Account - SmartBank (prev Capstone Bank) (Mitzi CPA) — None
Business Savings Account-SmartBank (prev Capstone Bank) (Mitzi CPA) — Interest
Rental Property No. 7 (Greystone #2) Northport, AL — Rent
Stifel Money Market (LSC-MHC) — Interest
Stifel Money Market (HCC) — Interest
Ishares Core Growth Allocation ETF (HCC) — Int/Div — Buy
Stifel Money Market (ADC) — Interest
shares Core Growth Allocation ETF (ADC) — Int/Div — Buy
Checking Account - Conpass Bank (ADC Rental) — None — Open
Pioneer Bond Fund C (MC) — Int/Div — Buy
Pioneer Bond Fund C (MC) — Buy (add'l)
Pioneer Classic Balanced Fund C (MC) — Int/Div — Buy
Pioneer Classic Balanced Fund C (MC) — Buy (add'l)
Pioneer Equity Income Fund C (MC) — Int/Div — Buy
Pioneer Equity Income Fund C (MC) — Buy (add'l)
Pioneer Fundamental Growth Fund C (MC) — Int/Div — Buy
Pioneer Fundamental Growth Fund C (MC) — Buy (add'l)
Pioneer Real Estate Shares C (MC) — Int/Div — Buy
Pioneer Real Estate Shares C (MC) — Buy (add'l)
Pioneer Strategic Income Fund C (MC) — Int/Div — Buy
Pioneer Strategic Income Fund C (MC) — Buy (add'l)
STIFEL BANK PROGRAM FDC INS BK DEP PG (MC) — Int/Div
IS SHARES IBOXX SINVESTMENT GRADE CORP BOND ETF (MC) — Int/Div
ISHARES MBS ETF (MO) — Int/Div
ISHARES 3YR TREASURY BOND E11 IMCY — Int/Div — Sold
VANGUARD INTERMEDIATE TERM BOND ETF (MC) — Int/Div
VANGUARD SHORT TERM BOND ETF (MC) — Int/Div — Sold
SECTOR MATERIALS SELECT SECTOR SPDR ETF (MC) — Int/Div
SECTOR HEALTHCARE SELECT SECTOR SPDR ETF (MC) — Int/Div
SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF (MC) — Int/Div
CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF (MC) — Int/Div
SECTOR ENERGY SELECT SECTOR SPDR ETF (MC) — Int/Div
SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF (MC) — Int/Div
SELECT UTILITIES SELECT SECTOR SPDR ETF (MC) — Int/Div
VANGUARD VALLE ETF (MC) — Int/Div
VANGUARD GROWTH ETF (MC) — Int/Div
POWERSHARES PREFERRED ETF (MO) — Int/Div — Sold
ISHARES GOLD TRUST (MO) — Int/Div
VANGUARD FINANCIALS ETF (MC) — Int/Div
VANGUARD INFORMATION (MC) TECHNOLOGY ETF — Int/Div
VANGUARD TELECOM SERVICES ETF (MC) — Int/Div
VICTORY SHARES US EQ INCOME ENH VOLATILITY WTD ETF (MC) — Int/Div — Buy
VICTORY SHARES US LARGE CAP HIGH DIV VOLATILITY (MC) — Int/Div — Buy
VICTORY SHARES LS 500 ENHANCED (MC) — Int/Div — Buy
VANGUARD INTERMEDIATE TERM CORP BOND ETF (LSC) — Int/Div — Buy
VANGUARD FTSE DEVEL MKTS ETF (LSC) — Int/Div — Buy
VANGUARD FTSE EMERG MKTS ETF (LSC) — Int/Div — Buy
VANGUARD REIT INDEX ETF (LSC) — Int/Div — Sold
VANGUARD GROWTH ETF (LSO) — Int/Div — Sold (part)
VANGUARD VALLE ETF (LSC) — Int/Div — Sold (part)
VANGUARD SMALL CAP ETF (LSC) — Int/Div — Buy
VANGUARD MID CAP ETF (LSC) — Int/Div — Buy
STIFEL BANK PROGRAM FDIC INS BK DEP PG (LSC) — Int/Div
VANGUARD INTERMEDIATE TERM BOND ETF — Int/Div
Gift — Jose R. Rivas — labor and some maternal mstalling vapor barmer in crawlspace of home — $1,500.00
Gift — Jose R. Rivas — 9mm Glock Pistol with light — $650.00
Gift — Jose R. Rivas — Libor and some materi! mstalling backsplash and landscape of home — $2,500.00
Liability — BBVA Compass Bank — Real Estate Mortgage (Greystone)
Income — 2017 — University of Alabama - School of Law, Salary for teaching — S10.000.00
Spouse's income — 2017 — Mitzi H. Coogler, CPA, Income from accounting practice
Note:
The prepaid tuition plans are state plans that | have no control over. They are valued at their cost.
The incomes listed for the LLC's and the Ltd are K-1 incomes. The values for these assets are stated at my ownership percentage.
The retirement account listed on line 16 in Part VII constitutes the funds that are available to me due to my payments into my State of Alabama Retirement.
When | resigned from the State of Alabama, those funds became availale to me. | have chosen to leave those funds with the State of Alabama Retirement Systems
to draw interest on those funds. Before 1 resigned, the retirement account was an obligation of the State of Alabama Retirement Systems to pay a percentage of
my salary once 1 reached retirement age. This account was originally included under previous instructions as an agreement in Part 11 but has been removed from
that Part and is now only listed in Part VII at line 16.
The amounts listed in Part V as gifts are estimated becuase the person providing them is a friend who would not disclose the value of such gifts.
The account listed on line 18 of Part VII was mistakenly listed as (CHC) when it was always (ADC). These are internal account designations.
The bank holding the account listed on lines 22 and 23 of Part VII changed ownership and/or name from Capstone Bank to SmartBank in 2017,
The investment account previously reported on line 26 is owned by a child that was not a dependent during 2017. This should not have been included in the
original 2017 Report and thus has been removed in this Amended 2017 Report.
The items listed on lines 27 and 29 were orginally included in the corresponding Stifel money markets accounts. However, | have discovered the shares in the
funds were purchased from the funds held in the respective money market accounts and are now reporting them separately as such on lines 27 and 29.
Those items listed in Part VII from line 31 through 75 of this Amended Report were removed from the attachment to the orginally filed 2017 Annual Report
and added m Part VII to comply with the current formatting and reporting requirements. Additional information was also provided as needed. The committee
has not closed the 2017 Report and also has not requested additional information or reformatting. Regardless in anticipation of such a request and to facilitate the
filing of the 2018 Report, this Amended Report is being made,
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.