William Keith Watkins
2018
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What was filed
76
investments
2
positions
0
gifts
0
agreements
4
debts
1
reimbursements
0
income
2
spouse income
Named parties
- Rosewood Martin, LLC
- Powermaster, Inc.
- Troy Bank & Trust Company
- Wells Fargo Bank
- Wells Fargo Bank Overdraft Protection
- Vulcan Park Foundation
- W-2 wages from Jackson Hospital & Clinic Montgomery, AL
- 1099-MISC Non-employee income - speaker's fee by Mallinckrodt Pharmaceuticals administered by Physician's World,
As filed
Pike Co. AL. Farm #1 — None
Farm (1/4 interest), Coffee County, AL — None
North Carolina, Jackson Co. Lot 1 (Appraisal 7/23/04) — None
North Carolina, Jackson Co. Lot 2 *See VIII — None
North Carolina Land, Jackson Co. (Appraisal 8/8/02) — None
Barn Property Troy, AL — None
Pike Co. AL Farm #3 — None
Pike Co. AL Farm #4 - Mineral — None
Pike Co. AL Farm #5 - Mineral — None
Pike Co. AL Farm #6 (19% interest) (Known as Turkey Mountain LLC) — Distribution
Pike Co. AL Farm #6 (19% interest) Mineral — None
WE, LLC (50% interest) — None
Powermaster, Inc. (1/3 interest) — None
Wells Fargo Bank. — Interest
Principal Life Ins Co "Universal Life Protector" Universal Life Policy — Int./Div.
Northwestern Mutual TM 010 Extraordinary Life — None
Ameriprise Financial Services, Inc. Brokerage IRA #2 (H) — Distribution
Ameriprise Financial Services, Inc. Brokerage IRA #2 Brokerage Cash — Int./Div.
American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Dividend
American Funds INVESTMENT COMPANY OF AMERICA CL C AICFX - IRA #2 — Dividend
INVESTMENT COMPANY OF AMERICA CL F1 AICCX -IRA #2 — Dividend — Merged (with line 21)
Ameriprise Financial Services, Inc. Advisory IRA #3 H — Distribution — Merged (with line 39)
Ameriprise Financial Services, Inc. Advisory IRA #3 Cash — Int./Div. — Merged (with line 39)
73 Shares AT&T Common stock IRA #3 — Dividend — Sold
ISHARES CORE MSCI EAFE ETF IRA #3 — Dividend — Sold
ISHARES IBOXX $INVESTMENT GRADE IRA#3 CORP BOND ETF — Dividend — Sold
ISHARES 7-10YR TREASURY BOND ETF IRA#3 — Dividend — Sold
ISHARES 1-3 YR TREASURY BOND ETF IRA#3 — Dividend — Sold
ISHARES RUSSELL 3000 ETF IRA #3 — Dividend — Sold
ISHARES MBS ETF IRA #3 — Dividend — Sold
ISHARES CORE MSCI EAFE ETF IRA #3 — Dividend — Sold
20 Shares JOHNSON & JOHNSON Common stock IRA #3 — Dividend — Sold
22 shares PEPSICO INC Common stock IRA#3 — Dividend — Sold
POWERSHARES SENIOR LOAN PORT ETF IRA#3 — Dividend — Sold
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT ETF IRA #3 — Dividend — Sold
SPDR BLOOMBERG BARCLAYS SHORT-TERM HIGH YIELD BOND ETF IRA#3 — Dividend — Sold
VANGUARD SHORT TERM CORP BOND IRA #3 — Dividend — Sold
Ameriprise Financial Services, Inc. Active Portfolio Advisory IRA #1 H — Distribution — Open
DREYFUS GOVT CASH MGMT FDS INSTL IRA #1 — Int./Div. — Buy
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL IRA #1 — Dividend — Buy
MULTI MANAGER VALUE STRATEGIES CL Z IRA #1 — Dividend — Buy
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Dividend — Buy
MULTI MANAGER GROWTH STRATEGIES CL Z IRA #1 — Dividend — Buy
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Dividend — Buy
NUVEEN SYMPHONY FLOATING RATE INCOME CL I IRA #1 — Dividend — Buy
ISHARES CORE S&P SMALL CAP ETF IRA #1 — Dividend — Buy
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy
MFS VALUE CL I IRA #1 — Dividend — Buy
MFS VALUE CL I IRA #1 — Dividend — Sold
MFS RESEARCH INTL CL I IRA #1 — Dividend — Buy
MFS RESEARCH INTL CL I IRA #1 — Dividend — Sold (part)
MFS RESEARCH INTL CL I IRA #1 — Dividend — Sold
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)
MULTI MANAGER VALUE STRATEGIES CL Z IRA #1 — Dividend — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Dividend — Sold (part)
ISHARES CORE MSCI EMERGING MARKETS ETF — Dividend — Buy (add'l)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Dividend — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)
ISHARES CORE S&P SMALL CAP ETF IRA #1 — Dividend — Buy (add'l)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Dividend — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Dividend — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Dividend — Buy (add'l)
MULTI MANAGER GROWTH STRATEGIES CL Z IRA #1 — Dividend — Buy (add'l)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Dividend — Buy (add'l)
ISHARES CORE S&P SMALL CAP ETF IRA #1 — Dividend — Buy (add'l)
NUVEEN SYMPHONY FLOATING RATE INCOME CL I IRA #1 — Dividend — Sold (part)
MULTI MANAGER GROWTH STRATEGIES CL Z IRA #1 — Dividend — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Dividend — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Dividend — Sold (part)
Troy Bank & Trust Company — Interest
Real Property, Lot A, behind current residence 1.16 acres — None — Buy
Real Property, Lot B, behind Lot A, .64 acres — None — Buy
CollegeCounts Alabama 529 Plan Account FBO — Dividend — Open
CollegeCounts Alabama 529 Plan Account FBO — Dividend — Open
Manager/Sole Member, Rosewood Martin, LLC
Director, Shareholder, Officer, Powermaster, Inc.
Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan
Liability — Troy Bank & Trust Company — Line of Credit
Liability — Wells Fargo Bank — Line of Credit
Liability — Wells Fargo Bank Overdraft Protection — Line of Credit for overdraft protection on checking account at Wells Fargo Bank (Part VII, Line 17)
Reimbursement — Vulcan Park Foundation — 10/24/218 — 1701 Valley View Drive, Birmingham, AL 35209 — Civic — Mileage and Meals
Spouse's income — 2018 — W-2 wages from Jackson Hospital & Clinic Montgomery, AL
Spouse's income — 2018 — 1099-MISC Non-employee income - speaker's fee by Mallinckrodt Pharmaceuticals administered by Physician's World,
Part VII
Line 18 is the summary of all positions in IRA # 2 held at Ameriprise Financial Services, Inc. This is the spouse's account. There were no distributions from the
account during the year, so the income was left blank, indicating no distributions received.
Line 23 is the total of all securities and cash in IRA #3. There were no distributions from the account during the year so the income was left blank, indicating no
distributions received while held by Ameriprise Financial Services, Inc. This account was liquidated to cash and the proceeds moved to new IRA account #1 (See
Line 39) on 1/16/2018 and the assets on Lines 25-38 were sold as indicated from the Ameriprise account, labeled IRA #3.
Line 39 is the Header account for the securities transactions shown on Lines total of all securities transactions shown on Lines 40-72. IRA #1 is a fee-based
advisory account managed by Wilshire Associates on the Ameriprise Financial platform and the owner of account is Judge Watkins. This account does not
allow the beneficial owner to make any investment selections or trades as it is managed by Wilshire Associates according to the owner's stated suitability profile
and investment objectives. The owner may only add cash to the account or request a cash withdrawal; trades are determined by the account manager, Wilshire
Associates.
Line 74 : Real Property, Lot A, behind current residence 1.16 acres Acquired 2/15/17 for $35,000.
Line 75: Real Property, Lot B, behind Lot A, .64 acres Acquired 8/17/17 for $19,989.
AMENDED REPORT NOTES
Corrections to original line 15, 16, and 17:
Lines 15 and 16: General note about life insurance: Neither the filer nor his spouse own any interest in any life insurance policy in which either filer or spouse have
knowledge of or control the investments, if any, in the policy or underlying the policy.
Line 15: Further explanation and correction: This Principal policy is a Universal Life Protector policy, which the filer construes as a Universal life policy. In any
event, see general note above. There are no assets to report because neither the filer, nor his spouse, know of, or control, any such assets. The word “variable” is
not on the policy and was added in error. The Amended Report has the correct title/descriptor of the policy and is intended to amend prior reports.
Line 16: Originally reported as "Principal #302 WKW 318 Variable Universal Life.” This policy is in fact, a Term Policy and is not required to be reported. Thus,
it was removed from the amended report.
Original Line 17: Northwestern Mutual TM 010 Extraordinary Life is a paid-up whole-life policy. See general note above. There was no income received from the
policy on 2018.
Line 74: 1.03 acres located in Pike Road, Montgomery County, Alabama, Bought on 2/15/2017 for $35,000 for undeveloped property
Line 75: 1.16 acres located in Pike Road, Montgomery County, Alabama, Bought on 8/17/2017 for $38,661 for undeveloped property with a pole barn. 0.39 acres
out of 1.16 acres reported as acquired on Line 75 was sold on 9/06/17 for $12,177. Cost basis allocated to 0.39 acres sold was $12,177, with a
net realized gain on sale of $0. Remaining acreage for Line 75 subject property after sale is .64 acres with a cost basis of $19,989.
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.