# Randal S. Mashburn > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/16629 ## Record - **Judge:** Randal S. Mashburn - **Year:** 2017 - **Report type:** Annual - **Pages:** 14 ## Text BANK ACCOUNTS (H) = Lines 2-10 Bank of America (Accounts/CDs) — Interest Synovus Bank (formerly Bank of Nashville) (Accounts'CDs) — Interest Civic Bank & Trust (Accounts/CDs) — Interest Community First Bank & Trust (Accounts/ CDs) — Interest Pmnacle National Bank ( Accounts/CDs) — Interest Fifth Third Bank — Interest Inshank {Accounts/CDs) — Interest Legends Bank (Accounts/CDs) — Interest First Citizens National Bank { Account) — Interest BROKERAGE ACCT (H) = ltems 12 to 54 below America Movil SAB. De C.V. (Common Stock) — Int/Div Anheuser Busch InBev Spon ADR (Common Stock) — Int/Div Apple Inc. (Common Stock) — Int/Div Bristol Myers Sgiobb Co. (Common Stock) — Int/Div EOG Resources Inc. (Common Stock) — Int/Div EQT Corp (Common Stock) — Int/Div Express Scripts Holding Co. (Common Stock) — None Exxon Mobil Corp. (Common Stock) — Int/Div Fortmet Inc. (Common Stock) — None Genume Parts Co. (Common Stock) — Int/Div Home Depo Ine. (Common Stock) — Int/Div Merck & Co. Inc. New Com (Common Stock) — Int/Div Microsoft Corp. {Common Stock) — Int/Div Pepsico Inc. (Common Stock) — Int/Div Pfizer Inc. (Common Stock) — Int/Div Walmart de Mexico SAB. de CV (Common Stock) — Int/Div Walgreen Co. (Common Stock) — Int/Div Whole Foods (Common Stock) — Int/Div — Sold Alger Spectra Fund Class C (Mutual Fund) — Int/Div American Funds Euro Pacific Growth Fun (Mutual Fund) — Int/Div FT-Franklin Federal Fund (Mutual Fund) — Int/Div John Hancock Preferred Income Fund — Int/Div — Buy Nuveen PFD & come Sec. Fund — Int/Div — Buy Vertus Global Multi Sector (Common Stock) — Int/Div Metro Govt. Nashville/Davidson Bonds #1 (Govt, Bonds) — Interest Metro Govt. Nashville/Davidson Bonds #2 (Govt. Bonds) — Interest Blount County Tenn. Public Bonds (Govt Bonds) — Interest State of Texas Bonds #1 (Govt, Bonds) — Interest Hamilton County Tenn. Bonds (Govt Bonds) — Interest Texas State Trans/Comm Bonds (Gove Bonds) — Interest State of Texas Bonds #2 (Govt. Bonds) — Interest Metro Govt. Nashville/Davidson Bonds #3 (Govt, Bonds) — Interest New York Municipal Water Fin. Auth (Govt. Bonds) — Interest Tennessee State Bonds SR (Govt, Bonds) — Interest — Redeemed Temnessee State School Bonds #1 (Govt Bonds) — Interest — Redeemed Temnessee State School Bonds #2 (Govt Bonds) — Interest Texas A&M Univ. (Govt. Bonds) — Interest Memphis Airport Bonds (Govt. Bonds) — Interest Metro Govt. Nashville/Davdson Bonds #4 (Govt. Bonds) — Interest — Buy Loudon County Tenn. Bonds (Govt. Bonds) — Interest — Buy Franklin Tenn. Spl Sch District Bonds (Govt. Bonds) — Interest — Buy Southem Company Bonds — Interest UBS Money Market Account — Interest ROTH IRA (H) #1 -- Lines 56-68 Nationwide Dest. All Am Gold Annuity (Variable) (%s on lines $7.58) — None NW AMFDS NVIT AsstAlloc. 11 - S1.8% NW NVIT Inv. Dest. Mod 11 - 48.2% Ohio National Oncore Value Annuity (Variable) (%s on lines 60-67) — None Ohio National Bond Fund - 15% Ohio Small Cap GRW Fund - 5% Janus Henderson Overseas VIT - 5% JPMorgan Mid Cap Value Fund - 5% PIMCO Total Return Fund - 15% Franklin Founding Funds Allocation Fund - 25% Ivy Science & Technology Fund - 5% Janus Henderson Low Volitility VIT 28% First Eagle Global Fund (Mutual Fund) — Int/Div ROTH IRA (H) #2 — Lines 70-86 Genworth Retireready Annuity (Variable) (%s shown lines 71-72) — None Blk Global Allocation V.1 «= 49.9% SSG Total Return - Class 3 - 50.1% Nationwide Dest. All Am Gold Annuity (Variable) (%s on lines 74-75) — None NW AMFDS NVIT AsstAlloc. 11 $1.8% NW NVIT Inv. Dest. Mod 1 - 48.2% Ohio National Oncore Value Annuity (Variable) (%s on lines 77-84) — None Ohio National Bond Fund - 15% Ohio Small Cap GRW Fund - 5% Janus Henderson Overseas VIT - 5% JPMorgan Mid Cap Value Fund - 5% PIMCO Total Return Fund - 15% Franklin Founding Funds Allocation Fund «25% Ivy Science & Technology Fund - 5% Janus Henderson Low Volitility VIT 25% First Eagle Global Fund (Mutual Fund) — Int/Div American Funds New Perspective (Mutual Fund) — Int/Div S29 COLLEGE FUND #1(H) «= Lines 88-91 Growth Fund of America — Int/Div Bond Fund of Amenca — Int/Div Amencan Balanced Fund — Int/Div Capital Income Builder Fund — Int/Div 529 COLLEGE FUND #2 (H) = Lines 9.100 Growth Fund of America — Int/Div — Sold (part) Growth Fund of America — Sold (part) Bond Fund of America — Int/Div — Sold (part) Bond Fund of America — Sold (part) Capital Income Builder Fund — Int/Div — Sold (part) Capital Income Builder Fund — Sold (part) Intermediate Bond Fund of America — Int/Div — Sold (part) Intermediate Bond Fund of America — Sold (part) NORTHWESTERN BROKERAGE ACCT (H) Lines 102-107 Northwestern Mutual Single Premium Whole Life Insurance Policy — Int/Div Northwestern Mutual General Money Market Fund CIB — Int/Div EuroPacific Growth Fund — Int/Div Tax-Exempt Bond Fund of America — Int/Div Localshares Nashville Area ETF — Int/Div Vanguard Index Funds — Int/Div IRA #1 — UBS (prior 401k) (H) = Lines 109.128 Pace Money Market Investment Fund — Int/Div Alger Spectra Fund Class A — Int/Div — Sold (part) Delaware Value Fund — Int/Div — Sold (part) First Eagle Overseas Fund Class A — Int/Div Vova Global Real Estate Fund — Int/Div — Sold Loomis Sayles Bond Fund Class Retail — Int/Div Oppenheimer Intl Bond Fund Class A — Int/Div Principal Preferred Securities Fund — Int/Div Blackrock Global Allocation Fund Inc A — Int/Div — Sold Alliaanzgi Global Water Fund Class P — Int/Div Diamond Hill Small Mid Cap Fund Class — Int/Div RMB Mendon Fin. Serv. Fund Class A — Int/Div Double Line Total Return Fund Inst! — Int/Div Gabelli Gold Fund — Int/Div — Buy Loomis Saves Global Allocation Fund — Int/Div — Buy T CW Emerging Market Income Fund — Int/Div — Buy Victory Trivalent Intemational Small Cap Fund — Int/Div — Buy IRA #2 — UBS (prior 401k) (H) -- Lines 127-138 UBS Bank USA Deposit Account — Interest Berkshire Hathaway Inc New CL B (Common Stock) — None ConocoPhillips B/E Bonds — Interest United Parcel Service DPB Inc B/E Bonds — Interest Duke Energy Carolina Bonds — Interest Coca Cola Co. Com NTS B/E Bonds — Interest Anheuser-Busch Invey WDR Bonds — Interest Verizon Communications Bonds — Interest Virtus Multi-Sector Short Term Bond Fund «Class C — Int/Div CVS Health Corp. — Interest — Buy Eaton Vance Senior Income Trust — Int/Div — Buy Kroger Company — None — Buy OTHER MISC. INVESTMENTS (H) Lines 140-141 Maury County TN Farm — Rent Center Hill Lake TN Undeveloped Real Fstate — None Reimbursement — Thm ap ties owy earalng ll gaa — conference of bankruptcy judges. Note 1: Regarding lines 56 thru 67 and lines 70 thru 84: As requested by the Committee in a prior year, information is provided on these lines regarding the investment components of the annuities in the Roth IRA accounts. Filer is reporting this information in the same format as was reported for 2016, The end-of- year reporting received by the filer reflects the gross values of each annuity -- not the individual amounts attributable to any particular investment (and the filer has no control over these investment decisions). The information available to filer shows only the amounts or percentages attributable to cach investment vehicle in euch annuity. Therefore the component investments and respective percentages have been reported on the lines immediately below each annuity to reflect the makeup of the investments in each annuity. Since the end-of-year information is limited to the gross values for each annuity as a whole, the lines under columns B and C have been left blank for the investment components of the annuity, while the lines next to the overall annuity have been filled in with the appropriate cumulative information about the respective annuity's value, etc, based on the year-end information provided to the filer. It should also be noted that the filer docs not receive information about how individual investment vehicles in the annuities perform, and the ultimate value of the annuities is tied to contractual death benefits, lifetime annuity payments, surrender value and other factors rather than simply the performance of specific investment components. Since no dividends are made to filer, and since the imformation available to filer is primarily tied to the increase or decrease in overall value of the policies and the makeup of the investments, Column B-1 next to each annuity has been left blank, and Column B-2 has been marked None. Note 2: Regarding lines 93 thru 100: Filer has listed dispositions of investments in a college 529, but it should be noted that these distributions were made directly to the beneficiary of the fund for college expenses, not to the filer. --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16629. Public record. Not legal advice.