James J. Robinson

2014Annual

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Pull out the substance of this filing.

What was filed

  • 48

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 3

    debts

  • 3

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • shrs add'l div reinvest
  • shr add'l div reinvest
  • shr add'l div remvest
  • shr add'l div reimvest
  • shr add'l dav remvest
  • shrs add'l div remvest
  • sh stock div
  • shr add'l civ remvest
  • Part VIII
  • Rambow Omega, Inc. (home for adults with developmental disabilities)
  • Chase Bank USA, NA
  • Memill Lynch (Bank of America-FIA Card Services NA)
  • Merrill Lynch (American Express)
  • Ala. State Bar - Commercial Luw Section
  • UL Ala, School of Law
  • Admin Ofc of Courts
  • Burr & Forman LLC - retired partner's annunity
  • Southern Companyv-retirement/pension

As filed

276 shares common stock Southern Co. — Int/Div — Buy (add'l) — shrs add'l div reinvest

71 shares Goldman Sachs Str US Equity Class A mutual fund — None — Sold

WinSouth CU fka Community CU (deposit account) — Interest

Wells Fargo deposit accounts — Interest

Unimproved real estate lot-St. Simons Is. Georgia — None — Sold

Protective Life, formerly Manufacturers Life policies (2) — Int/Div

Mass Mutual Life- American Century Value mutual fund — None

Mass Mutual Life - guaranteed principal account — Interest

1601 shares American Capital World Growth Income Fund — Int/Div — Buy (add'l) — shr add'l div reinvest

2061 shares American Growth Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest

Memill Lynch Ready Assets Money Fund — Int/Div

Amencan Legacy HI annuity — None

BIF Tax Exempt Money Fund — Int/Div

Federal Home Loan Mortgage Bond 4.5% — Interest — Redeemed

1054 Shares Common Stock Proassurance Corp. — Int/Div

6666 Shares American New Perspective Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div reimvest

171 Shares Blackrock Small Cap Indext Fund Class A — Int/Div

Bk of Am money fund f/k/a FIA Card Servs Money Fund — Int/Div

4118 Shares American Capital World Income Class A Mut. Fund — Int/Div — Buy (add'l) — shr add'l dav remvest

3985 American Capital Income Builder Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div remvest

9164 American Growth Fund of America Class A Mut, Fund — Int/Div — Buy (add'l) — shr add'l div remvest

1597 Shares American Fundamental Investors Fund — Int/Div — Buy (add'l) — shr add'l div reinvest

2162 Shares American New Perspective Fund — Int/Div — Buy (add'l) — shr add'l div remvest

788 Shares American Capital World Growth Income Fund Class A — Int/Div — Buy (add'l) — shr add'l div remvest

1046 Shares American Growth Fund of America Class A — Int/Div — Buy (add'l) — shr add'l div reinvest

456 shrs Kraft Foods — Int/Div

NobleBank & Trust deposit account — Interest — Closed

145 shares MetLife, Inc — Int/Div

670 shares National Gnd PLC SP ADR — Int/Div

1790 shares Pfizer common — Int/Div

1075 shares Waste Management common — Int/Div

R070 shares American Income Fund of Amenca — Int/Div — Buy (add'l) — shr add'l div reinvest

1250 shares Goldman Sachs Group Inc preferred — Int/Div

725 shares Centurylink common — Int/Div

450 shares Chevron Corp common — Int/Div

1220 shares Coca Cola common — Int/Div

S60 shares DuPont El de Nemours common — Int/Div

760 shares Genuine Parts common — Int/Div

615 shares Kimberly Clark common — Int/Div

S05 shares McDonalds Corp common — Int/Div

1555 shares Microsoft Corp common — Int/Div

683 shares Duke Energy common — Int/Div

1417 shares Mondelez Int'l common — Int/Div — Buy (add'l) — shrs add'l div remvest

175 shares Apple, Inc. common — Int/Div — Buy (add'l) — sh stock div

Retirement Reserves (money fund) — Int/Div

4442 shares Columbia Acorn Fund Class € — Int/Div — Buy (add'l) — shr add'l civ remvest

76 shares Halvard Health Inc — Int/Div — from line 39)

Compass Bank - time deposit account — Interest — Part VIII

Development Committee member, Rambow Omega, Inc. (home for adults with developmental disabilities)

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

Liability — Chase Bank USA, NA — Credit Card (VISA)

Liability — Memill Lynch (Bank of America-FIA Card Services NA) — Credit Card (VISA)

Liability — Merrill Lynch (American Express) — Credit Card {American Express)

Reimbursement — Ala. State Bar - Commercial Luw Section — 05/06/2014 05072014 — Sand Destin, FL — Speaker at CLE seminar — seminar tee, lodgmg, meals and mileage

Reimbursement — UL Ala, School of Law — 11/14/2014 — Birmingham, AL — Speaker at CLE seminar — seminir fee, lodging, meals and mileage

Reimbursement — Admin Ofc of Courts — 08/12/2014 OR/152014 — Boston, Mass. — Judges’ workshop — awtfare, lodging and meals

Income — 2014 — Burr & Forman LLC - retired partner's annunity — S27.000.00

Spouse's income — 2014 — Southern Companyv-retirement/pension

Part VII - Line 48: Compass Bank - time deposit: This bank sccout, in my wife's name, was opened during 2002 and through an oversignt, it wis not previously

reported on any of my Financial Disclosure Reports. The balance has not materially changed since inception. Please consider this as an amendment to my Initial

and all subsequent Annual Reports.

Part VII: The notation ™__ shr add'l div reinvest" appearing several times in Column (5) of Part D indicates that the particular mutual fund or stock paid & dividend

that was reinvested to purchase the number of additional shares stated. Dividends were declared from time to time during 2014, often more than once during the

year for any particular investment, so 1 did not list the exact date for each dividend and 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 J. Robinson | Frix