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.

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James J. Robinson | Frix