James J. Robinson
2018Annual
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What was filed
46
investments
0
positions
0
gifts
1
agreements
0
debts
2
reimbursements
1
income
1
spouse income
Named parties
- shr add'l div remvest
- shr add] div reinvest
- shr add'l div reimvest
- add'l div reinvest
- shr add'l div reinvest
- shr add'l div remy
- Ala. State Bar - Commercial Luw Section
- Burr & Forman LLC - retired partner's annunity
- Southern Companyv-retirement/pension
As filed
334 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
2016 shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shr add] div reinvest
2894 shares Amencan Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
1054 Shares Common Stock Proassurance Corp, — Int/Div
9865 Shrs Am. New Perspective Fund Class F-2 formerly Class A — 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 — Sold
Bk of Am RSA money fund (JJR-IRA) — Int/Div
1297 Shrs Am. Capital World Income Fund Class F-2 formerly Class A — Int/Div — Sold — shr add'l div remvest
4521 Am. Capital Income Bldgr Fund Class F-2 formerly Class A — Int/Div — Sold — shr add'l div remvest
13,324 American Growth Fund of America Class A Mut. Fund — Int/Div — Buy (add'l) — add'l div reinvest
2136 Shares Amencan Fundamental Investors Fund Class F-2 (SGR IRA) — Int/Div — Buy (add'l) — shr add'l div reinvest
2728 Shares American New Perspective Fund Class F-2 — Int/Div — Buy (add'l) — shr add'l div remvest
989 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest
1462 Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shr add'l div remvest
145 shares MetLife, Inc — Int/Div
2390 shares Pfizer common — Int/Div
1075 shares Waste Management common — Int/Div
9282 shares American Income Fund of America Class F-2 — Int/Div — Sold — shr add'l div remvest
725 shares Centurylink common — Int/Div — Sold
450 shares Chevron Corp common — Int/Div
1220 shares Coca Cola common — Int/Div
760 shares Genuine Parts common — Int/Div — Sold
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
1523 shares Mondelez Int'l common — Int/Div — Buy (add'l) — shr add'l div remvest
545 shares Apple, Inc. common — Int/Div — Buy (add'l)
16,023 shares American Amcap Fund Class A — Int/Div — Buy (add'l) — shr add'l div remy
480 shares Proctor & Gamble — Int/Div — Sold
155 shares Nextera Energy Inc — Int/Div
1500 shares American Mutual Fund Class F-2 formerly Class A — Int/Div — Sold — shr add'l div remvest
Bk of Am RSA money fund (SGR-IRA) — Int/Div
American Legacy [11 variable annunity-Am Growth Large Cap — None
American Legacy 11 variable annunity-Am Growth-lncome — None
614 shares National Gnd PLC SHS — Int/Div — Sold
670 shares AT&T — Int/Div — Sold
43 shares Amazon — None — Buy
605 shares American Investment Co. of America Class F-2 — Int/Div — Buy — shr add'l div remvest
ML Bank Deposit Program (JR IRA) — Int/Div — Open
4790 Shares American Fundamental Investsors F-2 (JJR IRA) — Int/Div — Buy — shr add'l div reinvest
Agreement — 2006 — Burr & Forman LLP retired partner annuity (former law firm)
Reimbursement — Ala. State Bar - Commercial Luw Section — 06/6/2018 06/08/2018 — Sandestin, FL — Speaker at CLE seminar — seminar tuition, lodging, meals and mileage
Reimbursement — 04/13/2018 — Economics of Corporate & Securities Law — &airfae
Income — 2018 — Burr & Forman LLC - retired partner's annunity — S27.000.00
Spouse's income — 2018 — Southern Companyv-retirement/pension
Part VII: The notation *__ shr add'l div reinvest" appearing several times in column D (5) means 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 2018, often
more thun once during the year for any particular investment, so I did not list the exact date for each dividend and reinvestment. Also, the American Funds
reported on lines 7, 8, 10, 14, 17 & 23 converted from Class A shares to Class F-2 to lower the expense fees. The conversion was not exactly | for I, and resulted
ina gain of 2, 6, 2, 24, 8 & 8 shares, respectively, that were included in the number of additional shares received from dividend reinvestments.
Part VIl-Lme 17: Line 18, Part VII of my 2017 Report erroneously reported 2383 shares in American New Perspective Fund; the correct number of shares at the
end of 2017 was 2514. An additional 206 shares were purchased during 2018 with dividend reinvestments and 8 additional shares were gained in the exchange
from Class A shares to Class F-2 shares (see above note), resulting in a total of 2728 shares at the end of 2018.
Part VII-Line 34: In addition to the 1422 shares purchased during 2018 through dividend reinvestment, shares were also purchased on 06/04/18 and 09/25/18, cach
with a value code of M.
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.