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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • 15 shr add'l div reinvest
  • 214 shr add'l div reinvest
  • 387 shr add'l div reimvest
  • See Part VIII
  • 33 shr add'l div reinvest
  • 984 shr add'l div reinvest
  • 154 shr add'l div reinvest
  • 37 shr add'l div reinvest
  • 26 shr add'l div reinvest
  • 105 shr add'l div reinvest
  • 822 shr add'l div reinv
  • 42 shr add'l div reinvest
  • 374 shr add'l div reinvest
  • 156 shr add'l div reinvest
  • Ala. State Bar
  • National Assoc Chapter 13 Trustees
  • Burr & Forman LLC - retired partner's annunity
  • Southern Company-retirement/pension

As filed

349 shares common stock Southern Co. — Dividend — Buy (add'l) — 15 shr add'l div reinvest

WinSouth CU (deposit account) — Interest — Closed

Wells Fargo deposit accounts (2) — 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 — Dividend — Sold

3108 shares American Growth Fund Class A — Dividend — Buy (add'l) — 214 shr add'l div reinvest

1054Shares Common Stock Proassurance Corp. — Dividend

10,252 Shrs Am. New Perspective Fund Class F-2 — Dividend — Buy (add'l) — 387 shr add'l div reimvest

Bk of Am RSA money fund (JJR) — Int./Div. — See Part VIII

1330 Shrs Am. Capital World Income Fund Class F-2 — Dividend — Sold (part) — 33 shr add'l div reinvest

14,308 American Growth Fund of America Class A Mut. Fund — Dividend — Buy (add'l) — 984 shr add'l div reinvest

2290 Shares American Fundamental Investors Fund Class F-2 (SGR IRA) — Dividend — Buy (add'l) — 154 shr add'l div reinvest

2765 Shares American New Perspective Fund Class F-2 — Dividend — Sold (part) — 37 shr add'l div reinvest

1015 Shares American Capital World Growth Income Fund Class A — Dividend — Buy (add'l) — 26 shr add'l div reinvest

1567 Shares American Growth Fund of America Class A — Dividend — Buy (add'l) — 105 shr add'l div reinvest

145 shares MetLife, Inc. — Dividend

2390 shares Pfizer common — Dividend — Sold (part)

1075 shares Waste Management common — Dividend

450 shares Chevron Corp common — Dividend

1220 shares Coca Cola common — Dividend

615 shares Kimberly Clark common — Dividend

505 shares McDonalds Corp common — Dividend

1555 shares Microsoft Corp common — Dividend

683 shares Duke Energy common — Dividend — Sold (part)

1556 shares Mondelez Int'l common — Dividend — Buy (add'l) — 33 shr add'l div reinvest

545 shares Apple, Inc. common — Dividend

16,845 shares American Amcap Fund Class A — Dividend — Buy (add'l) — 822 shr add'l div reinv

155 shares Nextera Energy Inc. — Dividend

Bk of Am RSA money fund (SGR-IRA) — Int./Div.

American Legacy III variable annunity-Am Growth-Income — None

43 shares Amazon — Dividend

647 shares American Investment Co. of America Class F-2 — Dividend — Buy — 42 shr add'l div reinvest

ML Bank Deposit Program (JJR IRA) — Int./Div.

5164 Shares American Fundamental Investsors F-2 (JJR IRA) — Dividend — Buy — 374 shr add'l div reinvest

3190 shares Amcap F-2 — Dividend — Buy — 156 shr add'l div reinvest

13 shares Brighthouse Financial, Inc. — Sold — See Part VIII

Agreement — 2006 — Burr & Forman LLP retired partner annuity (former law firm)

Reimbursement — Ala. State Bar — June 6 - 9, 2019 — Sandestin, FL — Speaker at CLE program — mileage, lodging, meals and seminar tuition

Reimbursement — National Assoc Chapter 13 Trustees — July 15 - 18, 2019 — Indianapolis, IN — Speaker at CLE program — air fare, lodging, meals and seminar tuition

Income — 2019 — Burr & Forman LLC - retired partner's annunity — $27,000.00

Spouse's income — 2019 — Southern Company-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 2019, often

more than once during the year for any particular investment, so I did not list the exact date for each dividend and reinvestment.

Part VII-Line 11 was incorrectly reported on line 12 of my 2018 Report as "JJR-IRA". It is not an IRA investment.

Part VII-Line 38 discloses that I sold 13 shares of Brighthouse Financial, Inc. on 11/15/19. These shares were issued to me after the demutualization of MetLife

(Part VII - line 18) in 2000. I am unsure of the exact date these Brighthouse shares were issued to me and, frankly, I was unaware I had been issued the shares and

they were never disclosed on any previous report. I first remember being made aware of my ownership of these shares when Brighthouse notified me last year of

its program to buy-back small stock holdings. I elected to participate in the buy-back and the transaction is dislcosed in this 2019 report.

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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