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.