Eli Jeremy Richardson

2018Annual

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • Bass, Berry & Sims PLC
  • Fifth Third Bank
  • Nissan Motor Acceptance Corporation
  • Basss, Berry & Sims PLC, income from law practice
  • self-emploved educational consultant
  • Cumberland Trust & Investment Company

As filed

Rental property, Nashville, TN (2017 $318,000) — Rent

AXA Moderate-Plus Allocation Fund — Int/Div

529 account: BlackRock Equity Dividend Fund Investor A — None — Redeemed

529 acct: American Funds Washington Mutual Investors Fund Class §29-A — Int/Div — Sold (part)

529 acct: American Funds Washington Mutual Investors Fund Class §29-A — Sold (part)

AMG/Aston Managers Famrpomte Mid Cap Fund Class 1 — Int/Div

Brown Capital Small Company Fund Institutional Class — Int/Div — Sold (part)

Cohen & Steers Realty Income Fund Institutional Class — Int/Div

Deutsche Enhanced Commodity Strategy Fund Instiutuional Class — Int/Div

Fidelity Advisor Total Bond Fund Class — Int/Div

FMI Intemational Fund Institutional Class — Int/Div

PIMCO Income Fund Class P — Int/Div

iShares MSC Eurozone ETF — None — Sold

iShares Core S & P Mid-Cap ETF — Int/Div

iShares Core S&P SOD ETF — Int/Div — Sold (part)

iShares Core S&P SOD ETF — Buy (add'l)

American Funds New World Fund Class F-2 — Int/Div

Oakmark Select Fund Investor Class — Int/Div

Schwab Intemational Equity ETF — Int/Div

Oakmark Intemational Small-Cap Fund Investor Class — None — Sold

Vanguard Total Bond Market ETF — Int/Div

Northwestern Mutual CompLife Insurance policy — Int/Div

Northwestern Mutual CompLife Insurance policy — Int/Div

Northwestern Mutual 90 Life Insurance policy — Int/Div

Northwestern Mutual 90 Life Insurance policy — Int/Div

Pinnacle Financial Partners Cash Accounts — Interest

General Money Market Fund Class B — Int/Div — Sold (part)

General Money Market Fund Class B — Sold (part)

General Money Market Fund Class B — Buy (add'l)

General Money Market Fund Class B — Buy (add'l)

General Money Market Fund Class B — Buy (add'l)

General Money Market Fund Class B — Sold (part)

General Money Market Fund Class B — Sold (part)

General Money Market Fund Class B — Buy (add'l)

Vanguard Emerging Markets Stock Index Fund — Int/Div — Buy (add'l)

PIMCO Commodities Plus Strategy Fund Class P — Int/Div — Buy

Goldman Sachs Internation Small Cap Insights Fund — Int/Div — Buy

Goldman Sachs Internation Small Cap Insights Fund — Buy (add'l)

Member, Bass, Berry & Sims PLC

Agreement — 2013 — Bass, Berry & Sims Retirement & Savings Plan with former law firm, no control

Agreement — 2010 — Federal Employees Retirement System Basic Benefit annuity; payable as carly as age 56 and 6 months

Liability — Fifth Third Bank — Mortgage of rental property, Nashville, TN

Liability — Nissan Motor Acceptance Corporation — auto loan (exceeding amount of purchase price)

Income — 2018 — Basss, Berry & Sims PLC, income from law practice — S604.030.00

Spouse's income — 2018 — self-emploved educational consultant

Spouse's income — 2018 — Cumberland Trust & Investment Company

Part I: My membership in the law firm of Bass, Berry & Sims, PLC was reported because | was a member during (Although not at the end) of the reporting period.

In particular, | was a member until October 18, 2018, when | resigned as a member to accept my position as District Judge.

Part VII: The purchase price on Line 1 is correctly stated as $318,000. My last filed report incorrectly stated it as $319,000 due to a scrivener's error.

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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