William Keith Watkins

2012Annual

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

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.

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William Keith Watkins | Frix