James E. Graham

2011Annual

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Pull out the substance of this filing.

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.

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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James E. Graham | Frix