James E. Graham

2013Annual

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Pull out the substance of this filing.

What was filed

  • 10

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust #1
  • Atlantic National Bank
  • Amcrican Express

As filed

Trust #1 — Int/Div — Distnbuted

Synovus Common Stock — Sold

Coca-Cola Co — Sold

Johnson & Johnson — Sold

Citibank NA (Cash)

Wells Fargo IRA — Int/Div

BlackRock Global Allocation CL A — Buy (add'l)

BlackRock Global Allocation CL A — Sold

PAB Bankshares. Inc

Wells Fargo Bank. N.A_ (Cash)

Co-Trustee, Trust #1

Liability — Atlantic National Bank — Unsecured Loan

Liability — Amcrican Express — Credit Card

Part VII, page 4, line | - Trust was terminated 02/07/13 and all funds were distnbuted to charitable organizations pursuant to the terms of the trust.

Part VII, page 4, line 9 - Additional shares acquired through dividend reinvestment,

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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