# Dennis H. Inman

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/15782

## Record

- **Judge:** Dennis H. Inman
- **Year:** 2014
- **Report type:** Annual
- **Pages:** 10

## Text

AMG Funds- Managers Bond Fund — Int/Div
American Funds - New World Fund — Int/Div
Amencan Funds - Income Fund — Int/Div
Amencan Funds - EuroPacific Growth Fund — Int/Div
American Funds - Balanced Fund — Int/Div
American Funds - Balanced 529 Fund — Int/Div
American Funds - Cap Inc Bldr 529 — Int/Div
Amencan Funds - Fadmnt! Inv 529 — Int/Div
American Funds - Grwth Fad of Amer 529 — Int/Div
American Funds - Invstmnt Co of Amer 529 — Int/Div
American Funds- Cap Wrld Grwth 529 — Int/Div
American Funds - Small Cap Wrld Gwth £29 — Int/Div
American Funds - Mutual Invs. Fad 529 — Int/Div
AQR Funds-Managed Futures Strategy Fund — Int/Div
Artio Funds - Global Total Return Fund — Int/Div
Artisan Funds - Midcap Value Fund — Int/Div
Blackrock Funds - Core Bond Portfolio — Int/Div — Buy
Broadview Funds - Opprortunity Fund — Int/Div — Buy
Broadview Funds - Opportunity Fund — Int/Div — Sold
CBL & Assoc — Int/Div
Cohen & Steers Funds - Realty Shares Fund — Int/Div
Colgate Palmolive — Int/Div
Duke Energy — Int/Div
Du Put - Nemours & Co — Int/Div
Eaton/Vance Funds - Global MacroAbsolute Return Fund — Int/Div
Fidelity Advisors Fund - Health Care Fund — Int/Div — Sold
Fidelity Funds - Fidelity Adviser Series VII Fund — Int/Div
Goldman - Sachs - TR FINL Square Treas — Int/Div
Harbor Funds- CAP Appreciation Fund — Int/Div
Harbor Funds - Small Cap Growth Fund — Int/Div — Sold
Heartland Funds- Heartland Value Plus Fund — Int/Div
Highland Funds - PYXIS Long/Short Equity Fund — Int/Div — Sold
John Hancock Funds - Global Absolute Return Fund — Int/Div — Buy
John Hancock Funds - Global Absolute Retum Fund — Int/Div — Sold
Johnson & Johnson — Int/Div
JP Morgan Funds - Intrepid Value Fund — Int/Div
Knoxville TN Waste Water Sys Rev Impt Ser A — Interest
Lowes Companies — Int/Div
Mainstay Funds - High Yield Corporate Bond Fund — Int/Div — Sold
Memphis TN Gen - Impt Ser A G/O Unltd — Interest
Met Govt Nashville & Davidson Co. TN H&E FACS Board — Interest — Redeemed
Metropolitan West Funds - Total Return Bond Fund — Int/Div — Sold
MetLife Variable Annuity - AQR Global Risk Balanced — None
MetLife Variable Annuity - Alliance Bemstein Global — None
MetLile Vanable Annuity - MetLife Balanced Plus — None
MetLife Variable Annuity - BlackRock Global TCT Strat — None
MetLife Variable Annuity IRA - MetGrowth Strategies — None
MetLife Variable Annuity - Met Balanced Strategies — None
MetLife Vari. Annuity IRA - Met Balanced Strategies — None
MetLife Variable Annuity IRA - MetGrowth Strategies — None
MFS Funds - Ser Emergmg Markets Fund — Int/Div — Sold (part)
Microsoft Corp — Int/Div
Neuberger Berman Funds - Alternative Fund — Int/Div
OuneOk Partners. LP — Int/Div
Oppenheimer Funds - Dev Markets Fund {ODVYX) — Int/Div
Oppenheimer Funds <Intl Fund(OIBY X) — Int/Div
PIMCO Funds - FDS PAC INVT Fund — Int/Div — Buy
PIMCO Funds - Commodity Real Return Fund — Int/Div
PIMCO -S Total Return Fund — Int/Div — Sold
Pioneer Funds - Oak Ridge Small Cap Growth Fund — Int/Div — Sold
Regions Bank, Morristown, TN checking acct — Interest
Regions Bank. Mormistown, Savings Acct — Interest
Rental House, Morristown, Hamblen County, Tennessee — Rent
Sysco Corp — Int/Div
TN State (Bond) - Ser A General Obligation UNLTD B/E — Interest
Thomburg - Intemational Value Fund — Int/Div — Sold
Thomburg - Investment Income Builder — Int/Div — Sold
TN Housmg Dev Agy Homeownership — Interest
Wells Fargo Bank Money Mrkts — Interest
Williamson Co. TN School Dist. G/O UNLTD BE — Interest
Director (uncompensated and no personal control of assets), Boys and Girls Club, Momristown, Ine
Trustee (uncompensated), Boys & Girls Club Foundation of Momistown, Inc
Trustee, I Trust
Income — 2014 — State of Tennesssee Retirement Benefit — $22,462.14
Part VII = In the 2013 report and the initial 2014 report there appeared duplicate reportings of Fidelity Advisors Series VII Fund, Thornburg Intl Value, Thomburg

Inve, Colgate Palmolive, Sysco Corporation, Lowes, AQR Managed Future Strategy, Broadview (formerly FMI Focus Fund), Goldman - Sachs TR FINL Square

Treas, Heartland Value Plus, JP Morgan - Intrepid Value, Neuberger Berman, Oppenheimer - Dev Market, Oppenheimer - International (Bond). Artio Global

Total Return, Artisan Funds Midcap Value, Cohen & Steers Rlty Shares, Eaton/Vance Global MacroAbsolute Return, John Hancock Global Absolute Return,

Mainstay (-) High Yield, Managers Bond Fund, MFS Ser Emerging Markets, Pimpeo Total Return (same as Pimpeo « S Total Return), Johnson & Johnson, and

Knoxville TN Waste Water Sys Rev Impt. This occurred becuase the trust identified in Part 1 as I Trust” had many of the same holdings as the

Reporting Person's personal holdings and cach of the [NI Trust's holdings were reported separately. On this amended report all holdings, whether

personally owned or owned by the Trust, were reported im a consodidated manner. The duplicated holdings identified above are the holdings of

the EE Trust.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/15782. Public record. Not legal advice.
