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.