James J. Robinson

2017Annual

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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.

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James J. Robinson | Frix