William Keith Watkins
2012Annual
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What was filed
21
investments
2
positions
0
gifts
0
agreements
3
debts
0
reimbursements
2
income
6
spouse income
Named parties
- stock
- Rosewood Martin, LLC
- Powermaster, Inc
- Troy Bank & I'rust Company
- Regions Bank
- Troy Bank & Trust Company
- State of Albama Income Tax Refund from 2011
- Federal mcome tax refund from 2011
- Medical Outreach Mumistnies Salary reported on Form W-2
- Healthcare Authority of Baptist Health Salary reported on Form W-2
- Neurology Consultants of Montgomery Salary reported on Form W-2
- Non-employee compensation received from International Organization of MS Nurses and reported on form 1099
- Non-emplovee compensation received from Medlogix Communications LLC and reported on form 1099
- Noun-employee compensation received from Craig Schultz, PA. and reported on form 1099
As filed
Wells Fargo Bank (formerly Wachovia Bank) - Dimensions Acct. — Interest
Principal: Variable Universial Life Policy — Int/Div
Principal #302 WKW 318 Variable Universal Life — Int/Div
Northwestern Mutual TM 010 Extraordinary Life — Int/Div
American Funds - Investment Co. America Class A Shares — Int/Div — Sold
American Funds - Capital Income Builder Fund Class F — Int/Div
Columbia Seligman Communications & Info. Fund Class C — Int/Div — Sold
American Funds - Wash Mutl luvs Fd Inc Class A Shares — Int/Div — Sold
Colonial BancGroup Inc. Common Stock — None — Closed — stock
LPL Financial IRA Account Brokerage Cash-Insured Deposit Fund — Int/Div
LPL Financial IRA Account Brokerage Cash — Int/Div
LPL Financial IRA Account PIC CUSTIRAFBOWK W — istmbution
BLACKROCK HIGH YIELD BOND FUND BHTIX — Int/Div — Buy
DOUBLELINE TOTAL RETURN BOND FUND DBLTX — Int/Div — Buy
EATON VANCE NATIONAL MUNICIPAL BOND FUND EIHMX — Int/Div — Buy
HARBOR INTL FUND HAINX — Int/Div — Buy
HARTFORD GRWTH OPP FUND HGOIX — Int/Div — Buy
LOOMIS SAYLES INVESTMENT GRADE BOND FUND — Int/Div — Buy
NUVEEN HIGH YLD MUNI BOND FUND NHMRX — Int/Div — Buy
NUVEEN LARGE CAP VALUE FUND NOCRX — Int/Div — Buy
TROWE PRICE CAP APPRECIATION FUND PRWCX — Int/Div — Buy
Manager/Sole Member, Rosewood Martin, LLC
Director, Shareholder, Officer, Powermaster, Inc
Liability — Troy Bank & I'rust Company — Real Estate Purchase Money
Liability — Regions Bank — Line of Credit
Liability — Troy Bank & Trust Company — Turkey Mountain Real Estate Loan
Income — 14/15/2012 — State of Albama Income Tax Refund from 2011 — $2,906.00
Income — 4/1572012 — Federal mcome tax refund from 2011 — S1428.00
Spouse's income — 2012 — Medical Outreach Mumistnies Salary reported on Form W-2
Spouse's income — 2012 — Healthcare Authority of Baptist Health Salary reported on Form W-2
Spouse's income — 2012 — Neurology Consultants of Montgomery Salary reported on Form W-2
Spouse's income — 2012 — Non-employee compensation received from International Organization of MS Nurses and reported on form 1099
Spouse's income — 2012 — Non-emplovee compensation received from Medlogix Communications LLC and reported on form 1099
Spouse's income — 2012 — Noun-employee compensation received from Craig Schultz, PA. and reported on form 1099
VIL Line 1 is a commercial restaurant property owned 51% by filer and located in the County of Pike, City of Troy, Alabama. The undeveloped real estate was
purchased on August 16, 1994, for $140,000. The commercial restaurant was constructed and placed into service on February 10, 1995, at a cost of $365,000,
for a total cost of construction and undeveloped land of $495,000. The property is owned by a limited liability company, which, in turn, is owned 51% by the
filer. The filer's ownership of the LL.C., when it was formed on July 26, 1994, was 45%. The filer acquired an additional 6% ownership by gift on October 10,
2003. Except for the portion received by gift, the cost of the ownership units of the L.L.C. is equivalent to the cost of the undeveloped real property together with
construction cost of the commercial restaurant located thereon.
VIL Line § was purchased on August 23, 2005, for $27,500,
IRA account at LPL Financial LLC.
VIL Line 28 1s 4 money market account held within
VIL Line 29 is a money market account held within Judge Watkins' IRA account at LPL Financial LLC
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.