James J. Robinson
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
45
investments
0
positions
0
gifts
1
agreements
2
debts
2
reimbursements
1
income
1
spouse income
Named parties
- shr add'l div remvest
- shr add'l div reinvest
- shr add'l div reimvest
- part VII
- Part VII
- add'l div reinvest
- Part VIII
- Chase Bank USA, NA
- Memill Lynch (Bank of America-FIA Card Services NA)
- Ala. State Bar - Commercial Luw Section
- Ala. School of Law
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
317 shares common stock Southern Co. — Int/Div — Buy (add'l) — shr add'l div remvest
WinSouth CU (deposit account) — Interest
Wells Fargo deposit accounts — Interest
Protective Life policies (2)-both whole life — Int/Div
Mass Mutual Life- American Century Value mutual fund — None
Mass Mutual Life - guaranteed principal account — Interest
187Sshares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
2559 shares Amencan Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
BIF Tax Exempt Money Fund — None — Closed
1054 Shares Common Stock Proassurance Corp. — Int/Div
7750 Shares American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div reimvest
171 Shrs Shares Russell 2000 Sm Cap Index Class A /k/a Blackrock — Int/Div — part VII
Bk of Am RSA money fund (JJR-IRA) — Int/Div
4823 Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div remvest
4481 American Capital Income Builder Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
11,380 American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
1919 Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shr add'l div remvest
2383 Shares American New Perspective Fund — Int/Div — Buy (add'l) — shr add'l div remvest
923 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
1300 Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shr add'l div remvest
145 shares MetLife, Inc — Int/Div
670 shares National Grid PLC SP ADR — with lime 44) — Part VII
2390) shares Pfizer common — Int/Div
1075 shares Waste Management common — Int/Div
9204 shares American Income Fund of America — Int/Div — Buy (add'l) — shr add'l div reinvest
725 shares Centurylink common — Int/Div
450 shares Chevron Corp common — Int/Div
1220 shares Coca Cola common — Int/Div
760 shares Genuine Parts common — Int/Div
615 shares Kimberly Clark common — Int/Div
505 shares McDonalds Corp common — Int/Div
1555 shares Microsoft Corp common — Int/Div
683 shares Duke Energy common — Int/Div
149 shares Mondelez Int'l common — Int/Div — Buy (add'l) — add'l div reinvest
175 shares Apple, Inc. common — Int/Div
3054 shares American Amcap Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
480 shares Proctor & Gamble — Int/Div
775 shares Whole Foods — Sold
155 shares Nextera Energy Inc. — Int/Div
1492 shares American Mutual Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
Bk of Am RSA money fund (SGR-IRA) — Int/Div
American Legacy [11 variable annunity American Mutual Fund — None
American Legacy 111 variable anmunity: Growth Fund of America — None
614 shares National Grid PLC SHS — Int/Div — Part VIII
670 shares AT&T — Int/Div — Part VIII
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)
Reimbursement — Ala. State Bar - Commercial Luw Section — 06/0/1/2017 06/032017 — Sandestin, FL — Speaker at CLE seminar — seminar tuition, lodging, meals and mileage
Reimbursement — Ala. School of Law — 11642017 1172007 — Birmingham, Al — Speaker at CLE seminar — semimr finon, lodging, meals and mileage
Income — 27 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2017 — Southern Companyv-retirement/pension
Part VII: The notation *__ shr add'l div reinvest" appearing several times in column (5) of Part D indicates that the particular mutual fund or stock paid one or more
dividends during the year that were reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2016, often
more than once during the year for any particular investment, so I did not list the exact date for each dividend and reinvestment.
Part VII - Line 12. This investment was reported in Part VII, Line 14 of my 2016 Report as 171 shares Blackrock Small Cap Indext Fund Class A: the name
changed to 1 -Shares Russell 2000 Small Cap Index Class A.
Part VII - Lines 22 and 44. My investment in 670 shares of National Grid PLC SP ADR was transformed via merger or similar transaction into 614 shares m
National Grid PLC SHS.
Part VII-Line 45. These 670 shares of AT&T were, through an oversight, not disclosed in my 2016 Report. For these shares, my 2016 Report should have
disclosed a buy date of 02/26/16 with a K value code in column 1X3), and dividend code of A in columnm B(1), und a K valuation code based on market in
column C(1). Please treat this tardy disclosure as an amendment to my 2016 Report. These shares were sold in June 2018 and that transaction will be reported in
my 2018 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.