James J. Robinson
2020
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What was filed
86
investments
0
positions
0
gifts
2
agreements
0
debts
0
reimbursements
2
income
2
spouse income
Named parties
- Burr & Forman LLC - retired partner's annunity
- Southern Company-retirement/pension
As filed
Southern Co. stock — Dividend — Buy (add'l)
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 fund — Interest
American Growth F-2 Class A Mutual Fund — Dividend — Buy (add'l)
Proassurance Corp.stock — Dividend — Sold
Am. New Perspective Fund Class F-2 Mutual Fund — Sold
Bk of Am RSA money fund (JJR) — Int./Div.
Am. Capital World Income Mutual Fund Class F-2 — Dividend — Sold
American Growth Mutual Fund of America F2 (Formerly A) — Dividend — Sold (part)
American Fundamental Investors Mutual Fund Class F-2 (SGR IRA) — Dividend
American New Perspective Mutual Fund — Dividend
American Capital World Growth Income Fund Class A — Dividend — Buy (add'l)
American Growth Mutual Fund of America Class A — Dividend — Buy (add'l)
MetLife, Inc. stock — Dividend
Pfizer stock — Dividend — Sold
Waste Management stock — Dividend — Sold
Chevron Corp stock — Dividend — Sold
Coca Cola stock — Dividend — Sold
Kimberly Clark stock — Dividend — Sold
McDonalds Corp stock — Dividend — Sold
Microsoft Corp stock — Dividend — Sold
Duke Energy stock — Dividend — Sold
Mondelez Int'l stock — Dividend — Sold
Apple, Inc.stock — Dividend — Sold
American Amcap Mutual Fund F2 (formerly A) — Dividend — Sold (part)
Nextera Energy Inc. stock — Dividend — Sold
Bk of Am RSA money fund (SGR-IRA) — Int./Div.
American Legacy annunity: Am Growth- Income & Am New World Funds — None
Amazon stock — None — Sold
American Investment Co. of America Class F-2 Mutual Fund — Dividend — Sold
ML Bank Deposit Program (JJR IRA) — Int./Div.
American Fundamental Investsors F-2 (JJR IRA) — Dividend — Sold
Amcap Mutual Fund F-2 — Dividend
American US Gov Securities Fund CL F2 — Buy
American US Gov Securities Fund CL F2 — Sold (part)
American US Gov Securities Fund CL F2 — Sold (part)
American US Gov Securities Fund CL F2 — Sold
American Bond Fund of America CL F2 — Buy
American Bond Fund of America CL F2 — Sold (part)
American Bond Fund of America CL F2 — Sold (part)
American Bond Fund of America CL F2 — Sold
Southern Co. stock — Dividend — Buy (add'l)
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 fund — Interest
American Growth F-2 Class A Mutual Fund — Dividend — Buy (add'l)
Proassurance Corp.stock — Dividend — Sold
Am. New Perspective Fund Class F-2 Mutual Fund — Sold
Bk of Am RSA money fund (JJR) — Int./Div.
Am. Capital World Income Mutual Fund Class F-2 — Dividend — Sold
American Growth Mutual Fund of America F2 (Formerly A) — Dividend — Sold (part)
American Fundamental Investors Mutual Fund Class F-2 (SGR IRA) — Dividend
American New Perspective Mutual Fund — Dividend
American Capital World Growth Income Fund Class A — Dividend — Buy (add'l)
American Growth Mutual Fund of America Class A — Dividend — Buy (add'l)
MetLife, Inc. stock — Dividend
Pfizer stock — Dividend — Sold
Waste Management stock — Dividend — Sold
Chevron Corp stock — Dividend — Sold
Coca Cola stock — Dividend — Sold
Kimberly Clark stock — Dividend — Sold
McDonalds Corp stock — Dividend — Sold
Microsoft Corp stock — Dividend — Sold
Duke Energy stock — Dividend — Sold
Mondelez Int'l stock — Dividend — Sold
Apple, Inc.stock — Dividend — Sold
American Amcap Mutual Fund F2 (formerly A) — Dividend — Sold (part)
Nextera Energy Inc. stock — Dividend — Sold
Bk of Am RSA money fund (SGR-IRA) — Int./Div.
American Legacy annunity: Am Growth- Income & Am New World Funds — None
Amazon stock — None — Sold
American Investment Co. of America Class F-2 Mutual Fund — Dividend — Sold
ML Bank Deposit Program (JJR IRA) — Int./Div.
American Fundamental Investsors F-2 (JJR IRA) — Dividend — Sold
Amcap Mutual Fund F-2 — Dividend
American US Gov Securities Fund CL F2 — Buy
American US Gov Securities Fund CL F2 — Sold (part)
American US Gov Securities Fund CL F2 — Sold (part)
American US Gov Securities Fund CL F2 — Sold
American Bond Fund of America CL F2 — Buy
American Bond Fund of America CL F2 — Sold (part)
American Bond Fund of America CL F2 — Sold (part)
American Bond Fund of America CL F2 — Sold
Agreement — 2006 — Burr & Forman LLP retired partner annuity agreement (former law firm)
Agreement — 2006 — Burr & Forman LLP retired partner annuity agreement (former law firm)
Income — 2020 — Burr & Forman LLC - retired partner's annunity — $27,000.00
Income — 2020 — Burr & Forman LLC - retired partner's annunity — $27,000.00
Spouse's income — 2020 — Southern Company-retirement/pension
Spouse's income — 2020 — Southern Company-retirement/pension
Part VII - The date of the "Buy add''l" for the investments reported on line items 1, 6, 14 and 15 is shown as 2020 without the day and month of the purchase.
These "Buy add'l" transactions were the result of dividend reinvestments from time to time throughtout the year.
Paart VII - Line items 36 and 40 report the purchase of shares in American US Gov Securities Fund CL F2 and American Bond Fund of America Fund CL F2,
respectively. Lines 37 & 38, and 41 & 42 report partial sales of these investments, respectively, and lines 39 and 43 report the sale of all remaining shares,
respectively.
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.