Shelley D. Rucker

2018Annual

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What was filed

  • 92

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • MidSouth Commercial Law Institute
  • National Conference of Bankruptcy Judges
  • Temnessee Bar Association
  • Association of Insolvency and g Restructuring Advisors
  • Gurls Preparatory School (Salary)
  • National Conference of Bankrupty Judges (Fees for Newsletter Layout Work)

As filed

Suntrust Bank Accounts — Interest

Regions Bank Account (Y)

Fidelity Rollover IRA #]

Fudelity Freedom 2010 Fund (FFFCX)# — Int/Div

Fidelity Freedom 2030 Fund (FFFEX — Int/Div — Sold (part)

Fidelity Freedom 2030 Fund (FFFEX — Buy (add'l)

Fidelity Freedom 2030 Fund (FFFEX — Sold (part)

Fidelity Freedome 2040 (FFFFX )# — Int/Div — Buy (add'l)

Fidelity Freedome 2040 (FFFFX )# — Buy (add'l)

Fidelity Freedome 2040 (FFFFX )# — Sold (part)

Fidelity Freedom Select Medical Technology (FSMEX) — None — Buy (add'l)

Fidelity Freedom Select Medical Technology (FSMEX) — Sold (part)

Apple Inc. Common Stock — Int/Div — Sold (part)

Apple Inc. Common Stock — Sold (part)

Apple Inc. Common Stock — Buy (add'l)

Apple Inc. Common Stock — Sold (part)

Walt Disney Co. Common Stock — Int/Div

Twenty-first Century Fox — Int/Div — Buy

Fidelity Core money market account — Interest — from line 13)

Fidelity Core money market account — from line 14)

Fidelity Core money market account — with line 8)

Fidelity Core money market account — with lme 11)

Fidelity Core money market account — with line 18)

Fidelity Core money market account — from line 5)

Fidelity Core money market account — from line 12)

Fidelity Core money market account — with line 6)

Fidelity Core money market account — with line 9)

Fidelity Core money market account — with line 15)

Fidelity Core money market account — from line 16)

Fidelity Core money market account — from line 7)

Fidelity Core money market account — from lime 10)

Fidelity Core money market account — Sold (part)

Fidelity Roth IRA Core Account — Interest — Open

Northwest Mutual Insurance Co. Whole Life Policy — Int/Div

Massachusetts Mutual Whole Life Policy — Int/Div

Girls Preparatory School 401(a) Plan TIAA CREF

TIAA Traditional — Interest — with lime 41)

CREF Growth R1 — Sold

CREF Money Market R1 — Interest — from line 18)

CREF Money Market R1 — Distributed

Payout Annuity TIAA Traditional — None — Buy

Girls Preparatory School 403(b) Plan TIAA CRFF -

CREF Money Market Account R1 — Interest — Distributed

CREF Money Market Account R1 — from line 47)

TIAA Traditional — Interest — with line 48)

CREF Growth R1 — Sold (part)

CREF Growth R1 — None — Sold

Payout Annuity TIAA Traditional — Interest — Buy

Optum Health Savings Account — Interest

AXA Universal Life Insurance Policy — Int./hv

Fidelity Rollover IRA #2

Apple Inc. Common Stock — Int/Div — Sold (part)

Apple Inc. Common Stock — Buy (add'l)

Apple Inc. Common Stock — Buy (add'l)

Apple Inc. Common Stock — Buy (add'l)

Apple Inc. Common Stock — Sold

Apple Inc. Common Stock — Buy

Apple Inc. Common Stock — Buy (add'l)

Sector SPDR TR SHS BEN INT Industrial — Sold

Select Sector SPDR TR SHS BEN INT Materials — Sold

Select Sector SPDR TR Consumer — Sold

Fidelity CORE Account - BNY Mellon Insured Deposit — Interest — from lime 52)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 59)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 86)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 60)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 61)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 87)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 53)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 84)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 85)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 54)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 46)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 55)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 56)

Fidelity CORE Account - BNY Mellon Insured Deposit — with lime 88)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 89)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 90)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 57)

Fidelity CORE Account - BNY Mellon Insured Deposit — from lime 91)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 58)

Fidelity CORE Account - BNY Mellon Insured Deposit — with line 92)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 40)

Fidelity CORE Account - BNY Mellon Insured Deposit — from line 43)

APTIV PLC Common Stock — Int/Div — Buy

APTIV PLC Common Stock — Sold

United Technologies Common Stock — Int/Div — Buy

United Technologies Common Stock — Sold

Caesars Enterramment Common Stock — Int/Div — Buy

Caesars Enterramment Common Stock — Buy (add'l)

Caesars Enterramment Common Stock — Buy (add'l)

Caesars Enterramment Common Stock — Sold (part)

Netflix Common Stock — None — Buy

Reimbursement — MidSouth Commercial Law Institute — November 29-30, 2008 — Nashville, TN — Teaching at seminar — Hotel, Meals, Conference Registration

Reimbursement — National Conference of Bankruptcy Judges

Reimbursement — Temnessee Bar Association — April 27-29, 2018 — Gatlinburg, TN — Teaching at annual bankruptcy forum — Hotel, Meals and Mileage from Tennessee Bar Association

Reimbursement — Association of Insolvency and g Restructuring Advisors — June 13-16, 2018 — Nashville. TN — Teaching and Attendance at annual meeting — Hotel and Meals

Spouse's income — 2018 — Gurls Preparatory School (Salary)

Spouse's income — 2018 — National Conference of Bankrupty Judges (Fees for Newsletter Layout Work)

Line 2 Regions Account is below reportable level. No interest was earned.

Lines 3- 12 Fidelity statements regarding the 2010, 2030 and 2040 Funds and the Medical Technology Fund indicated that short term and long term gains were

cared onthe accounts and were reinvested in units of those funds respectively. These gains arc included in year end values. These transactions were part of the

management of the fund and | have no futher details on what particular transaction within the funds produced the gains. The dividend and or interest income from

these funds that was reflected on statements is shown in column B on lines 3-10.

Lines 34-35 Values arc cash surrender values,

Limes 36-47 Statements for the Girls Preparatory School 401(A) DC Plan and 403(B) DC Plan do not reflect quarterly dividends earned by the vestments

composed of CREF Stock and CREF Growth Funds. No information regarding reinvestment of dividends is provided. Only the value of the asset based on the

market value at that time is reflected on the quarterly statement. There is no information regarding reinvested dividends, or short or long terms gains reflected

in the statements, Therefore, “none” is the response which is indicated in Column B. TIAA Traditional reflects only quarterly interest amounts which have been

cluded in Column B.

Lines 39 and 43 Funds from CREF Money Market Accounts realated to 401(A) and 403(D) plans were rolled over into Fidelity IRA #2,

Line 46 Growth Stock was sold at & loss.

Limes 41 and 47 In both the 401(a) TIAA CREF Plan and 403(b) Plan, the annuity contracts in TIAA Traditional were converted to Payout Annuities mvested mn

TIAA Traditional Funds and the first of 10 payments was distributed to participant. The remaining funds remain invested in TIAA Traditional.

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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Shelley D. Rucker | Frix