James J. Robinson

2015Annual

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Pull out the substance of this filing.

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.

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