Shelley D. Rucker
2016Annual
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What was filed
28
investments
1
positions
0
gifts
0
agreements
0
debts
3
reimbursements
0
income
2
spouse income
Named parties
- Chattanooga Chapter of the Federal Bar Association
- Thm ap ties owy earalng ll gaa
- Lostiome.
- Gurls Preparatory School annual salary
- Tribal Casino Gaming Enterprises dba Harrah's, Winnings
As filed
Suntrust Bank Accounts — Interest
Regions Bank Account Y — None
IRA (Header)
Fidelity Freedom 2010 Fund — Int/Div — Buy (add'l)
Fidelity Core money market — Int/Div — Sold (part)
Fidelity Core money market — (part)
Fidelity Core money market — Sold (part)
Fidelity Freedom 2030 — Int/Div — Sold (part)
Fidelity Freedom 2030 — with line 5)
Fidelity Freedom 2030 — Buy (add'l)
Fidehity Select Biotechnology — None — Sold
Fidehity Select Biotechnology — with line 5)
Apple Inc. Common Stock — Int/Div
Walt Disney Co. Common Stock — Int/Div — Buy (add'l)
Taser International Stock — None
Goldman Sachs Group, Inc — None — Buy
Northwest Mutual Insurance Co. Whole Life Policy — Int/Div
Massachusetts Mutual Whole Life Insurance Policy — Int/Div
Girls Preparatory School 401(a) Plan TIAA CREF (Header)
TIAA Traditional — Interest
CREF Growth R1 — None — Buy
CFREF Stock RI — None — Sold
Girls Preparatory School 403(b) Plan TIAA CREF (Header)
TIAA Traditional — Interest
CREF Stock RI — None — Sold
CREF Growth R1 — None — Buy
Optum Health Savings Account — Int/Div
AXA Universal Life Insurance Policy — Int/Div
Board Member/Judicial Liaison, Chattanooga Chapter of the Federal Bar Association
Reimbursement — Thm ap ties owy earalng ll gaa — newsletter committee meeting
Reimbursement — Lostiome. — on rw Spe bankruptcy
Reimbursement — to Annual Meeting of Sessions Court Judges
Spouse's income — 2016 — Gurls Preparatory School annual salary
Spouse's income — 4/01/2016 — Tribal Casino Gaming Enterprises dba Harrah's, Winnings
VIL Notes
In response to letter of inquirey dated June 7, 2017, Go Pro Class A stock was sold in whole and not in part on December 2, 2015, The remaining information in
the 2015 report is correct.
Line 2 Balance in the account is less than $5000.
Line § Funds from the Core Account were used to purchase additional shares in Freedom Funds 2010 and 2030 and shares in Disney and Goldman Sachs Group,
Lines 4and 8 Fidelity statements regarding the 2010 and 2030 Funds indicated that short term and long term gains were earned on the accounts and were
remvested in units of those funds respectively. These gains are included in year end values. These transactions were part of the management of the fund and
1 have no further detail on what particular transactions within the funds produced the gains. The dividend income from these funds which was reflected in my
statements is included in lines 4 and 7.
Line 14 Upon review of the January 2016 statement for detail regarding the Fedelity Select Biotechnology shares sale, an additional purchase of Disney stock was
discovered and has been added.
Lines 19-22 and 23-26 Statements for Girls Preparatory School 401(A) DC Plan and 403(B) DC Plan do not reflect interest and dividends eared by the
investments composed of CREF Stock and CREF Growth Funds. TIAA Traditional reflects only quarterly interest amounts.
Line 27 Wells Fargo assigned the HSA account to Optum Bank. This is the same account that was reported last year as the Wells Fargo HSA.
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