James E. Graham
2011Annual
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What was filed
17
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #1
- VISA
As filed
Memill Lynch Brokerage Account — Closed
FIA Card Services, NA. (Cash)
Memill Lynch IRA #1 — Closed
BlackRock Global Allocation Fund Inc A — Sold (part)
PAB Bankshares Inc GA
Retirement Reserves CL 1 (Cash)
FIA Card Services NA RASP (Cash)
Trost #1 — Int/Div
Synovus Common Stock
Coca-Cola Co
Johnson & Johnson — Sold (part)
Citibank NA (Cash)
Wells Fargo IRA — Int/Div
BlackRock Global Allocation CL A — Buy (add'l)
BlackRock Global Allocation CL A — Buy (add'l)
PAB Bankshares. Inc
Wells Fargo Bank, N.A. (Cash)
Co-Trustee, Trust #1
Liability — VISA — Credit Card
Part VI, page 3 - Removed Bank of America, N.A. loans for education - should not have been previously reported since only co-signer and loans are not m default
Part VII, page 4, line | and 2 - No activity - account closed in August of 2011
Part VII, page 4, line 5 through 10 - Assets transferred to Wells Fargo IRA in July 2011
Part VII, page 4, line 20 -Assets transferred from Merrill Lynch IRA #1 in July 2011
Part VII, page 4, linc 21 and 22 - Additional shares acquired through dividend reinvestment.
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