L. Scott Coogler
2005
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Pull out the substance of this filing.
What was filed
48
investments
1
positions
0
gifts
2
agreements
4
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Hughes LLC
- Jay
- Spivey Builders
- American Christian Academy
- Southtrust Mortgage/Principal Financial Mortgage
- Compass Bank
- Bank Of Tuscaloosa
- mn for purchase of Stock in NEG
As filed
ASO Common Stock (Personal) — Int/Div
AURA Common Stock (Personal) — None
SNV Common Stock (Personal) — Int/Div
RF Common Stock (personal) — Int/Div
Rental Property No. 1, Tuscaloosa, AL (___) Spbr — Rent
Rental Property No. 2, Tuscaloosa, AL ( )HH — Rent
Rental Property No. 3, Tuscaloosa, AL ( Cap — Rent
Coogler, Copeland & Dorroh Int. Venture 1/3 — Rent — Sell — Hughes LLC
Coogler & Copeland, Int. Venture RE(CK) 12 — Rent — Sell — Jay
Coogler & Copeland, Jnt. Venture (33 ave) 1/2 — Rent
Checking Account #1 Bank of Tuscaloosa — None
Checking Account #2 Bank of Tuscaloosa — None
Savings Account - Compass Bank — Interest
Checking Account - Wachovia (Formerly Southtrust Bank) — None
Money Market Account #1 - Bank of Tuscaloosa — Interest
TD Waterhouse Bank Money Market Account(___) — Interest
TD Waterhouse Bank Money Market Account (ill — Interest
TD Waterhouse Bank Money Market Account (ill — Interest
TD Waterhouse Bank Money Market Account (ll, — Interest
Checking Account- Life Insurance Trust - Bank of Tuscaloosa — None
ASO Common Stock (i) — Int/Div
WB Common Stock gggl)(Merger Formerly SOTR) — Int/Div
SNV Common Stock (Il — Int/Div
AURA Common Stock iil — None
ASO Common Stock Gill: — Int/Div
WB Common Stock (— Merger Formerly SOTR) ( — Int/Div
SNV Common Stock: (iil — Int/Div
ASO Common Stock GR — Int/Div
WB Common Stock! yl Merger formerly SOTR) — Int/Div
SNV Common Stock 1] — Int/Div
Real Estate Rental, Sherwood East, Ltd. 1712 — None
IRA SHE, American Funds New Perspective Fund CLA — None
401K - Principal Financial Group Py — None
401K - UBS Paine Webber (IN (Note: See Section VIII) — None
Prepaid College Tuition Plan, State of Alabama (gill — None
Prepaid College Tuition Plan, State of Alabama (gill) — None
Prepaid College Tuition Plan, State of Alabama (gi — None
Deierred Compensation Account - State of Alabama RSA-H uml — None
Real Estate, [HOP, LLC., Tuscaloosa, AL 40% — K-1
Money Market Account #3, Bank of Tuscaloosa (gg) — Interest
Money Market Account #4, Bank of Tuscaloosa ((R, — Interest
Money Market Account #3, Bank of Tuscaloosa ( [} — Interest
Savings Account - BFE Federal Credit Union — Interest
Retirement Systems - State of Alabama — Interest
ANSR Common Stock (Personal) — None
Rental Froperty INo. 4 -1uscaloosa, Al [ — Rent — Buy — Spivey Builders
Rental Froperty INo. 4 -1uscaloosa, Al [ — Buy
Checkin Account Wachovia (i i— Nf — None — Open
Director, American Christian Academy
Agreement — 1999 — S- ~~ . State of Alabama, Retirement Systems - Retirement Account - I have no control over this account) leo
Agreement — 1999 — f += State of Alabama, Retirement Systems - Deferred Compensation Account - I have no control overfis account.
Liability — Southtrust Mortgage/Principal Financial Mortgage — Real Estate Mortgage (Rental) (Hhills)
Liability — Compass Bank — Real Estate Mortgage ( Rental)(Captn)
Liability — Bank Of Tuscaloosa — Real Estate Mortgage ( Rental)(Spbrk)
Liability — Bank Of Tuscaloosa — Real Estate Mortgage (C&C Rental)(33Rd)
Spouse's income — Ll — mn for purchase of Stock in NEG
Note:
The prepaid tuition plans are state plans that I have no control over. They are valued at their cost.
The incomes listed for the LLC's and the Ltd are K-1 incomes. The values for these assets are stated at our ownership percentage.
The Retirement Account listed as the last Investment in Section VII constitutes the funds that are available to me due to my payments into my State of Alabama
Retirement. When I resigned from the State of Alabama, those funds.became available to me. Ihave chosen to leave those funds with the State of Alabama
Retirement Systems and draw interest on those funds. Before I resigned, the retirement account was an obligation of the State of Alabama Retirement Systems to
pay a percentage of my salary once I reachedretirement age.
In re Line 34 of Section VII, UBS Paine Webber is now managing the 401K. It replaced Regions Retirement Services as the Plan manager.
In re Line 45 of Section VII, I inadvertently failed to list my shares of ANSR in pastreports. I purchased these shares through several transactions from
4/17/2000 through 9/24/2001. ANSR:is publicly traded. Each of the purchases occurred prior to my first Financial Disclosure Report.
In re Line 47 of Section VII, the income reported consists of K-1 income, as well as Director fees paid to the Qt the reporting person.
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