Charles J. Kahn

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 137

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • via acquisition)
  • State of Flonda
  • Law and Economics Program
  • Retirement Pension, State of Florida

As filed

IRA} — Distribution

Altria Common Stock

Calamos Growth fund

MSIFGrP

NeuBer Genesis Tr

Exelon common stock

Southern Company common stock — Int/Div — Buy

Southern Company common stock — Buy (add'l)

Southern Company common stock — Buy (add'l)

Southern Company common stock — Buy (add'l)

Southern Company common stock — Sold (part)

Centerpoint Energy Common Stock — Int/Div — Buy

Centerpoint Energy Common Stock — Buy (add'l)

Centerpoint Energy Common Stock — Buy (add'l)

Centerpoint Energy Common Stock — Buy (add'l)

Accounts Bank of America — Interest

Deferred Compensation (457) account 1. ING — Distribution

American Funds New Perspective Fund

American Funds The Growth Fund of Amenca

ING Fixed Account 457:

Pioneer Fund

Vanguard Mid-Cap Index Fund

Deferred Compensation Account (457) { — Int/Div

Vanguard Tot Int St Idx IS

Okmrk Intl

Invsco VK Grinc A

Bank Deposit Program Morgan $ ich im Morgan Stanley

Bank of America Common Stock

Blackrock Income Trust

British Amer Tob Spon ADR

Capital City Bank common stock

Centerpoint Energy common stock

Liigroup New common stock

Conoco Phillips common stock

DuPont El Nemoours common stock

DWS High Income Opportunities

Eastman Kodak common stock

Exxon Mobil common stock

FirstEnergy common stock

Frontier Communications common stock

GE Common Stock

GlaxoSmithKlme PLC ADS

Honeywell Intl. common stock

Johnson & Johnson common stock

Kimberly Clark common stock

Kraft Foods CLA

Merck common stock

Microsoft common stock

Norfold Southern common stock

Philip Morris Intl. common stock

Procter & Gamble common stock

Raytheon common stock

Sandisk common stock

Nerizon Comm. common stock

Weatherford Intl. Ltd

Wells Fargo & Co. New

IBM Common Stock

Unit AAM Corporate Navellier Dial High Income 44 — Buy

GE Capitan (Capital) Corp Ser A/ Multi Step — Sold

Morgan Stanley Bank NA — Interest

Capital City Bank common stock — Int/Div

Genon Energy common stock — Int/Div — Sold

Janus Twenty Fund T — Int/Div

TransAmerica MS Capital GW P — Int/Div

Legg Mason WA Intrm Trm Muni ( — Interest

Western AST INT Term Muni € — Interest

IRA2 — Int/Div

MS Liquid Asset Fund

Capital City Bank Inc common stock

Morgan Stanley Bank N.A

Unit AAM Corporate Navellier Dial High Income 44 — Buy

IRA3 pm — Int/Div

Morgan Stanley Bank N.A

ATT Common Stock

Energy Transfer Eqty LP

Microsoft common stock

Target Corp — Buy

FMI Focus Fund

Third Ave Value Inst

Trust — Int/Div

Cash (Morgan Keegan)

Franklin Adjustable US Govt

AIG common stock

Best Buy common stock

Capital City Bank common stock

Chevron common stock

UNA Financial common stock

Dean Foods common stock

Duke Energy common stock

FPIC Ins. Grp common stock

JM Smucker common stock

Liz Claiborne common stock

Pepsico common stock

Procter & Gamble common stock

Progress Energy common stock

Southermn Co. common stock

Spectra Energy common stock

Teco Energy common stock

Treehouse Foods common stock

Columbia Seligman fund

Jacob Wisdom Fund

Longleaf Partners fund

Lord Abbett Mid-Cap Value C

Thomburg Value Fund Class A

Templeton Global Income fund

Half interest in condominium, Gulf Breeze, FL

Health First Network, Inc. membership units — Sold (part) — via acquisition)

Flve Flags Bank common stock

Trust 2 — Int/Div

Cash (Morgan Keegan)

Franklin Adjustable US Govt

AIG common stock

Best Buy common stock

Capital City Bank common stock

Chevron common stock

Coca-Cola common stock

Dean Foods common stock

Exelon Corp. common stock

FPIC Ins. Group, Inc. common stock

JM Smucker common stock

Liz Claiborne common stock

Pepsico common stock

Procter & Gamble common stock

Progress Energy common stock

Southern Co. common stock

Spectra Energy common stock

Teco Energy common stock

Treehouse Foods common stock

Calamos Growth fund

Columbia Seligman fund

Jacob Wisdom fund

Longleaf Partners Fund

Lord Abbett Mid-Cpa Value C

Thomburg Value Fund Class A

Templeton Global Income Fund

AIG warrants — Sold

Half interest in condominium, Gulf Breeze, FL

Reimbursement — State of Flonda — 10/1820012-10019201., — Jucksonville, FL — Speaker at Florida Court Education seminar — Mileage, hotel, meals

Reimbursement — Law and Economics Program — Economics, Meeting of Judicial Advisory Board

Spouse's income — 2012 — Retirement Pension, State of Florida

Part VII, Investments and Trusts, line 107, and line 138 based on assessed value by county property appraiser, $261,250 for entire property

Pat VII, Investments and Trusts, Tine 11 from 2011 report was a building lot that

in 2012, no longer reported

Part VIL, Investments and Trusts, line 5 represents a gift of shares Southern Co.

Part VII, Investments and Trusts, line 62 from 201 1 report had name change to Western AST Int Term Muni C. The fund did not change.

Part VII, Investments and Trusts, line 57 on this report has been added in response to the Letter of Inquiry dated July 25, 2013

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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Charles J. Kahn | Frix