William Keith Watkins
2019
Ask Donna
Pull out the substance of this filing.
What was filed
164
investments
8
positions
0
gifts
0
agreements
16
debts
0
reimbursements
0
income
8
spouse income
Named parties
- Rosewood Martin. LLC
- Powermaster. Inc
- Troy Bank & Trust Company
- Wells Fargo Bank
- Wells Fargo Bank Overdraft Protection
- 1099-MISC Non-employee income -Pharmaceutical Training fee
- 1099-MISC Non-employee income training fee
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 — None
North Carolina Land, Jackson Co (Appraisal 8/8/02) — None
Bam Property Troy, AL — None
Pike County AL Farm #3 — None
Pike County AL Farm #4 - Mineral Rights — None
Pike County AL Farm #5 - Mineral Rights — None
Pike Co. AL Farm #6 (19% interest) — Distribution
Pike Co. AL Farm #6 (19% interest) Minecal Bishite — 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
Northwestem Mutual TM 010 Extraordinary Life — None
Ameriprise Financial Services, Inc Brokerage IRA #2 (H)
Ameriprise Financial Services, Inc. Brokerage IRA #2 Brokerage Cash — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Int/Div
Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H)
DREYFUS GOVT CASH MGMT FDS INSTL IRA 41 — Int/Div — Sold
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL IRA 41 — Int/Div
BLACKROCK HIGH YIELD BOND INSTL CL IRA#41 — Int/Div — Buy
MULTIMANAGER VALUE STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Int/Div — Sold (part)
NUVEEN SYMPHONY FLOATING RATE INCOME CLIIRA #41 — Int/Div — Sold
ISHARES CORE S&P SMALL CAP Eit IRA #1 — Int/Div — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Int/Div — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
Ameriprise Bank FSB Money Market Fund TRA #1 — Int/Div — Buy
Troy Bank & Trust Company — Interest
Real Property Parcel # A, Pike Road AL Assessed Value $34.800 — None
Real Property Parcel #B, Pike Road AL Assessed Value $25.700 — None
CollegeCounts Alabama 529 Account Plan 1 — Int/Div
CollegeCounts Alabama 529 Account Plan 2 — Int/Div
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 — None
North Carolina Land, Jackson Co (Appraisal 8/8/02) — None
Bam Property Troy, AL — None
Pike County AL Farm #3 — None
Pike County AL Farm #4 - Mineral Rights — None
Pike County AL Farm #5 - Mineral Rights — None
Pike Co. AL Farm #6 (19% interest) — Distribution
Pike Co. AL Farm #6 (19% interest) Minecal Bishite — 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
Northwestem Mutual TM 010 Extraordinary Life — None
Ameriprise Financial Services, Inc Brokerage IRA #2 (H)
Ameriprise Financial Services, Inc. Brokerage IRA #2 Brokerage Cash — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Int/Div
Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H)
DREYFUS GOVT CASH MGMT FDS INSTL IRA 41 — Int/Div — Sold
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL IRA 41 — Int/Div
BLACKROCK HIGH YIELD BOND INSTL CL IRA#41 — Int/Div — Buy
MULTIMANAGER VALUE STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Int/Div — Sold (part)
NUVEEN SYMPHONY FLOATING RATE INCOME CLIIRA #41 — Int/Div — Sold
ISHARES CORE S&P SMALL CAP Eit IRA #1 — Int/Div — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Int/Div — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
Ameriprise Bank FSB Money Market Fund TRA #1 — Int/Div — Buy
Troy Bank & Trust Company — Interest
Real Property Parcel # A, Pike Road AL Assessed Value $34.800 — None
Real Property Parcel #B, Pike Road AL Assessed Value $25.700 — None
CollegeCounts Alabama 529 Account Plan 1 — Int/Div
CollegeCounts Alabama 529 Account Plan 2 — Int/Div
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 — None
North Carolina Land, Jackson Co (Appraisal 8/8/02) — None
Bam Property Troy, AL — None
Pike County AL Farm #3 — None
Pike County AL Farm #4 - Mineral Rights — None
Pike County AL Farm #5 - Mineral Rights — None
Pike Co. AL Farm #6 (19% interest) — Distribution
Pike Co. AL Farm #6 (19% interest) Minecal Bishite — 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
Northwestem Mutual TM 010 Extraordinary Life — None
Ameriprise Financial Services, Inc Brokerage IRA #2 (H)
Ameriprise Financial Services, Inc. Brokerage IRA #2 Brokerage Cash — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Int/Div
Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H)
DREYFUS GOVT CASH MGMT FDS INSTL IRA 41 — Int/Div — Sold
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL IRA 41 — Int/Div
BLACKROCK HIGH YIELD BOND INSTL CL IRA#41 — Int/Div — Buy
MULTIMANAGER VALUE STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Int/Div — Sold (part)
NUVEEN SYMPHONY FLOATING RATE INCOME CLIIRA #41 — Int/Div — Sold
ISHARES CORE S&P SMALL CAP Eit IRA #1 — Int/Div — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Int/Div — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
Ameriprise Bank FSB Money Market Fund TRA #1 — Int/Div — Buy
Troy Bank & Trust Company — Interest
Real Property Parcel # A, Pike Road AL Assessed Value $34.800 — None
Real Property Parcel #B, Pike Road AL Assessed Value $25.700 — None
CollegeCounts Alabama 529 Account Plan 1 — Int/Div
CollegeCounts Alabama 529 Account Plan 2 — Int/Div
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 — None
North Carolina Land, Jackson Co (Appraisal 8/8/02) — None
Bam Property Troy, AL — None
Pike County AL Farm #3 — None
Pike County AL Farm #4 - Mineral Rights — None
Pike County AL Farm #5 - Mineral Rights — None
Pike Co. AL Farm #6 (19% interest) — Distribution
Pike Co. AL Farm #6 (19% interest) Minecal Bishite — 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
Northwestem Mutual TM 010 Extraordinary Life — None
Ameriprise Financial Services, Inc Brokerage IRA #2 (H)
Ameriprise Financial Services, Inc. Brokerage IRA #2 Brokerage Cash — Int/Div
American Funds - Capital Income Builder Fund Class F CIBFX IRA #2 — Int/Div
Ameriprise Financial Services Active Portfolio Advisory IRA #1 (H)
DREYFUS GOVT CASH MGMT FDS INSTL IRA 41 — Int/Div — Sold
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL IRA 41 — Int/Div
BLACKROCK HIGH YIELD BOND INSTL CL IRA#41 — Int/Div — Buy
MULTIMANAGER VALUE STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER TOTAL RETURN BOND STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTIMANAGER GROWTH STRATEGIES CL Z IRA #1 — Int/Div — Sold (part)
MULTI MANAGER INTL EQUITY STRATEGIES INSTL CL IRA #1 — Int/Div — Sold (part)
NUVEEN SYMPHONY FLOATING RATE INCOME CLIIRA #41 — Int/Div — Sold
ISHARES CORE S&P SMALL CAP Eit IRA #1 — Int/Div — Buy (add'l)
ISHARES CORE MSCI EMERGING MARKETS ETF IRA #1 — Int/Div — Buy (add'l)
AMERICAN CENTURY MID CAP VALUE INVESTOR CL IRA #1 — Int/Div — Sold (part)
Ameriprise Bank FSB Money Market Fund TRA #1 — Int/Div — Buy
Troy Bank & Trust Company — Interest
Real Property Parcel # A, Pike Road AL Assessed Value $34.800 — None
Real Property Parcel #B, Pike Road AL Assessed Value $25.700 — None
CollegeCounts Alabama 529 Account Plan 1 — Int/Div
CollegeCounts Alabama 529 Account Plan 2 — Int/Div
Manager/Sole Member, Rosewood Martin. LLC
Director, Shareholder. Officer, Powermaster. Inc
Manager/Sole Member, Rosewood Martin. LLC
Director, Shareholder. Officer, Powermaster. Inc
Manager/Sole Member, Rosewood Martin. LLC
Director, Shareholder. Officer, Powermaster. Inc
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)
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)
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)
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)
Spouse's income — 2019 — 1099-MISC Non-employee income -Pharmaceutical Training fee
Spouse's income — 2019 — 1099-MISC Non-employee income training fee
Spouse's income — 2019 — 1099-MISC Non-employee income -Pharmaceutical Training fee
Spouse's income — 2019 — 1099-MISC Non-employee income training fee
Spouse's income — 2019 — 1099-MISC Non-employee income -Pharmaceutical Training fee
Spouse's income — 2019 — 1099-MISC Non-employee income training fee
Spouse's income — 2019 — 1099-MISC Non-employee income -Pharmaceutical Training fee
Spouse's income — 2019 — 1099-MISC Non-employee income training fee
Part VIL
Line 18 is the Header line for 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 21 is the Header account for the securities transactions shown on Lines total of all securities transactions shown on Lines 22-36. 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 39: Real Property, Parcel #A, Acquired 2/15/17 for $35,000. Located in Pike Road, Montgomery County, Alabama.
Line 40: Real Property, Parcel #B, Acquired 8/17/17 for $19,989. Located in Pike Road, Montgomery County, Alabama.
Line 41 is 529 Plan College Savings account and is not self-directed. The owner may only may only choose risk level of Low, Moderate, or High. On December
31, 2020, this account was invested in the Moderate Age-Based 06-08 - A fund
Line 42 is 529 Plan College Savings account and is not self-directed. The owner may only may only choose risk level of Low, Moderate, or High. On December
31, 2020, this account was invested in the Moderate Age-Based 09-10 - A fund
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.