James J. Robinson
2019
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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.