L. Scott Coogler

2014Annual

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

What was filed

  • 51

    investments

  • 1

    positions

  • 1

    gifts

  • 1

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • r
  • Amencan Christan Academy
  • Price McGnffert
  • Cinmortgage
  • Bank Of America - Loan sold by Countrywide Mortgage
  • BBVA Compass Bank
  • University of Alabama - School of Law, Salary for teaching
  • Mitzi H. Coogler, CPA, Income from accounting practice

As filed

AUS! Common Stock (Personal) — None

SNV Common Stock (Personal) — Int/Div

Rental Property No. 2, Tuscaloosu, AL { THH — Rent

Rental Property No. 3, Tuscaloosa, AL { ) Cap — Reat

Coogler & Copeland, Jnt. Vat. (33 ave Tuscaloosa, AL) 50% Int — Rent

Checking Account #1 Bank of Tuscaloosa — None

Checking Account #2 Bank of Tuscaloosa — None

Savings Account - Compass Bank — Interest

Money Market Account #1 - Bank of Tuscaloosa — Interest

TD Waterhouse Bank Money Market Account { ) — Interest

TD Waterhouse Bank Money Market Account (CHC) — Interest

TD Waterhouse Bank Money Market Account (HCC) — Interest

TD Waterhouse Money Market Account (ADC) — Interest

Checking Account- Life Insurance Trust Bank of Tuscaloosa — None

RF Common Stock (CHC) — Int/Div

AUS! Common Stock (CHC) — None

RF Common Stock (HCC) — Int/Div

WFC Common Stock (HCC) — Int/Div

SNV Common Stock (HCC) — Int/Div

RF Common Stock (ADC) — Int/Div

WFC Common Stock (ADC) — Int/Div

SNV Common Stock (ADC) — Int/Div

Real Estate Rental, Sherwood East, Ltd 12 — None

IRA (LSC) -TransAmerica Asset Allocation Fund — None

Prepaid College Tuition Plan, State of Alabama (HCC) — Distribution

Prepaid College Tuition Plan, State of Alabama (ADC) — None

Money Market Account #3, Bank of Tuscaloosa (CHC) — Interest

Money Market Account #4, Bank of Tuscaloosa (HCC) — Interest

Money Market Account #5, Bank of Tuscaloosa (ADC) — Interest

Retirement Systems - State of Alabama — Interest

HCKT (Personal) — None

Rental Property No. 4 -Tuscaloosa, AL (CC) — Rent

Checking Account Compass Bank (CHC) — None

Rental Property No. § (C. Creek) Tuscaloosu, AL — Reat

Mem Lynch Retirement Fund (Echols, Coogler & Assoc, P.C) — None

Checking Account Compass Bank (HCC) — None

TSS — Int/Div

TSS (HCO) — Int/Div

TSS(ADC) — Int/Div

Rental Property (Greystone) Northport, AL — Reat — Buy

Business Checking Account - Capstone Bank (Mitzi CPA) — None — Open

Pioneer Investments Uni-K Retirement Acct. MiziyH

MCLHX — None — Buy

FRVFX — None — Buy

WMGCX — None — Buy

OGVCX — None — Buy

ORICX — None — Buy

OIGCX — None — Buy

CVCFX — None — Buy

PCODX — None — Buy

PSRCX — None — Buy — r

Director, Amencan Christan Academy

Gift — Price McGnffert — Quail Hunting — $450.00

Agreement — 1999 — State of Alabama, Retirement Systems - Retirement Account - have no control over this account.

Liability — Cinmortgage — Real Estate Mortgage (Rental) (Hhills)

Liability — Bank Of America - Loan sold by Countrywide Mortgage — Real Estate Mortgage (C. Creek)

Liability — BBVA Compass Bank — Real Estate Mortgage (Greystone)

Income — 2014 — University of Alabama - School of Law, Salary for teaching — S10.000.00

Spouse's income — 2014 — Mitzi H. Coogler, CPA, Income from accounting practice

Note:

The prepaid tuition plans are state plans that | have no control over. They are valued at their cost.

The incomes listed for the LLC's and the Ltd are K-1 incomes. The values for these assets are stated at my ownership percentage.

The Retirement Account listed on line 30 in Section VII constitutes the funds that are available to me due to my payments into my State of Alabama

Retirement. When | resigned from the State of Alabama, those funds became available to me. 1 have chosen to leave those funds with the State of Alabama

Retirement Systems and draw interest on those funds, Before I resigned, the retirement socount was an obligation of the State of Alabama Retirement Systems to

pay & percentage of my salary once 1 reached retirement age.

The rental property described in line 40 had been purchased in March of 2013 as [EN Vos converted to rental property on March 14, 2014

upon the construction of a new primary residence. It is shown as a "buy" on the date it was converted to rental property with the sellers being L. Scour |

Coogler. No funds changed hands,

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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L. Scott Coogler | Frix