James J. Robinson
2015Annual
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What was filed
47
investments
0
positions
0
gifts
1
agreements
3
debts
4
reimbursements
1
income
1
spouse income
Named parties
- shrs add'l div reinvest
- shr add'l div remvest
- shr add'l div remmvest
- add'l mfo Part VII
- shr add'l div reinvest
- shr add'l dav remvest
- shr add'l dw reinvest
- shr add’l div reinvest
- shrs add’ div remvest
- sh add’ div reinvest
- 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,
- American Bankruptcy Institute
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
289 shares common stock Southern Co. — Int/Div — Buy (add'l) — shrs add'l div reinvest
WinSouth CU (deposit account) — Interest
Wells Fargo deposit accounts — Interest
Protective Life policies (2) — Int/Div
Mass Mutual Life- American Century Value mutual fund — None
Mass Mutual Life - guaranteed principal account — Interest
1665 shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shr add'l div remvest
2245 shares Amencan Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
Memill Lynch Ready Assets Money Fund — Int/Div
American Legacy 111 annuity — None
BIF Tax Exempt Money Fund — Int/Div
1054 Shares Common Stock Proussurance Corp. — Int/Div
7073 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 money fund (2 accts) — Int/Div — add'l mfo Part VII
4282 Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
4127 American Capital Income Builder Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l div reinvest
9980 American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div remvest
1695 Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shr add'l dav remvest
2294 Shares American New Perspective Fund — Int/Div — Buy (add'l) — shr add'l div remvest
819 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shr add'l dw reinvest
1140 Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shr add'l div remvest
456 shrs Kraft Foods — Int/Div — Sold
145 shares MetLife, Inc — Int/Div
670 shares National Grd PLC SP ADR — Int/Div
1790 shares Pfizer common — Int/Div
1075 shares Waste Management common — Int/Div
K481 shares American Income Fund of Amenca — Int/Div — Buy (add'l) — shr add’l div reinvest
1250 shares Goldman Sachs Group Inc preferred — Int/Div
725 shares Centurylink common — Int/Div
450 shares Chevron Corp common — Int/Div
1220 shares Coca Cola common — Int/Div
S60 shares DuPont El de Nemours common — Int/Div — Sold
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
1440 shares Mondelez Int'l common — Int/Div — Buy (add'l) — shrs add’ div remvest
175 shares Apple, Inc. common — Int/Div
Retirement Reserves (money fund) — Int/Div
8525 shares Columbia Acom Fund Class € — Int/Div — Buy (add'l) — sh add’ div reinvest
76 shares Halvard Health Inc — Int/Div
Compass Bank - time deposit account — Interest — Matured
2785 shares American Amcap Fund Class A — Int/Div — Buy
480 Shares Proctor & Gamble — Int/Div — Buy
775 shares Whole Foods — Int/Div — Buy
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 — 06/04/2015 06/06/2015 — Sand Destin, FL — Speaker at CLE seminar — seminar tuition, lodging, meals and mileage
Reimbursement — Ala. School of Law — 11/12/2015 11/13/2015 — Birmingham, Al — Speaker at CLE seminar — semimr finon, lodging, meals and mileage
Reimbursement — Cumberland School of Law Samford Un, — 10/16/2015 — Birmingham, AL — Speaker at CLE seminar — seminar bon, meals and mileage
Reimbursement — American Bankruptcy Institute — 07/23.2015 07/26:2015 — Ameha Island, FL — Speaker at CLE seminar — seminar tution, lodgmg, meals and mileage
Income — 2015 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2015 — Southern Companyv-retirement/pension
Part VII - Line 15: Bank of America money fund. There are two accounts, one is my wife's and another is mine, The disclosures on line 16 of this Report combine
both accounts. My 2014 Report (line 18) mistakenly reported 4 J Value Code for this investment when it should have been reported at a L Value Code. Please
consider this as an amendment to my 2014 Report.
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 & dividend
that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2015, often more than once during the
year for any particular investment, so 1 did not list the exact date for each 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.