James J. Robinson
2016Annual
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What was filed
48
investments
0
positions
0
gifts
1
agreements
3
debts
3
reimbursements
1
income
1
spouse income
Named parties
- shr add'l div remvest
- shr add'l div remmvest
- part VII
- shr add'l div reinvest
- Ishr add'l div remvest
- shr add'l dav remvest
- 600 add'l shrs
- wn April 2016
- Part VII
- Chase Bank USA, NA
- Memill Lynch (Bank of America-FIA Card Services NA)
- Merrill Lynch (American Express)
- Ala. State Bar - Commercial Luw Section
- Ala. School of Law
- Cumberland School of Law Samford Un,
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
303 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
1754 shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shr add'l div remvest
2391 shares Amencan Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
Memill Lynch Ready Assets Money Fund — Int/Div — Closed
American Legacy [11 variable annuity: Growth Fund of America — None
BIF Tax Exempt Money Fund — Int/Div — Buy (add'l)
1054 Shares Common Stock Proussurance Corp. — Int/Div
7345 Shares American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div remmvest
171 Shares Blackrock Small Cap Indext Fund Class A — Int/Div
Bk of Am RSA money fund (JJR-IRA) — Int/Div — Buy (add'l) — part VII
4511 Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
4274 American Capital Income Builder Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div remvest
10,631 American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — Ishr add'l div remvest
1777 Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shr add'l dav remvest
2383 Shares American New Perspective Fund — Int/Div — Buy (add'l) — shr add'l div remvest
863 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shr add'l div reinvest
1214 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 — Int/Div
2390 shares Pfizer common — Int/Div — Buy (add'l) — 600 add'l shrs
1075 shares Waste Management common — Int/Div
8755 shares American Income Fund of Amenca — Int/Div — Buy (add'l) — shr add'l div remvest
1250 shares Goldman Sachs Group Inc preferred — Int/Div — Sold
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
S05 shares McDonalds Corp common — Int/Div
1555 shares Microsoft Corp common — Int/Div
683 shares Duke Energy common — Int/Div
1461 shares Mondelez Int'l common — Int/Div — Buy (add'l) — shr add'l div remvest
175 shares Apple, Inc. common — Int/Div
Retirement Reserves (money fund) — Int/Div — Closed — wn April 2016
8525 shares Columbia Acorn Fund Class € — Int/Div — Sold
76 shares Halyard Health Inc — Int/Div — Sold
2894 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 — Int/Div
155 shares Nextera Energy Inc. — Int/Div — Buy
1404 shares Amencan Mutual Fund Class A — Int/Div — Buy
Bk of Am RSA money fund (SGR-IRA) — Int/Div — Buy (add'l) — Part VII
American Legacy [11 variable annunity American Mutual Fund — None
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 — Ala. State Bar - Commercial Luw Section — 06/02/2016 061052016 — Sand Destin, FL — Speaker at CLE seminar — seminar tuition, lodging, meals and mileage
Reimbursement — Ala. School of Law — 11/17/2016 - 11/18/2016 — Birmingham, Al — Speaker at CLE seminar — semimr finon, lodging, meals and mileage
Reimbursement — Cumberland School of Law Samford Un, — 107142016 — Birmingham, AL — Speaker at CLE seminar — seminar bon, meals and mileage
Income — 2016 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2016 — Southern Companyv-retirement/pension
Part VII - Lines 15 and 47: Bank of America RASP money fund. There are two accounts, one for my IRA (i.¢. line 15) and the other for my wife's IRA (i.e. line
47). Line 15 of my 2015 Disclosure combined these two accounts. They are now reported separately on the 2016 Disclosure.
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 a dividend
that was 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 1 did not list the exact date for cach 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.