Eli Jeremy Richardson

What was filed

86
investments
0
positions
0
gifts
2
agreements
3
debts
0
reimbursements
0
income
3
spouse income

Named parties

Fifth Third Bank
Nissan Motor Acceptance Corporation
Pinnacle Bank
self-employed educational consultant
Cumberland Trust & Investment Company
Down Syndrome Association of Middle Tennessee

As filed

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

AXA Moderate-Plus Allocation Fund — None

529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Dividend — Redeemed (part)

529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)

AMG/Aston Managers Fairpointe Mid Cap Fund Class — None — Sold

AMG/Aston Managers Fairpointe Mid Cap Fund Class — Sold (part)

Brown Capital Small Company Fund Institutional Class — None — Sold

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

Cohen & Steers Realty Income Fund Institutional Class — Dividend — Sold

Cohen & Steers Realty Income Fund Institutional Class — Sold (part)

Deutsche Enhanced Commodity Strategy Fund Instiutuional Class — Dividend — Sold

Deutsche Enhanced Commodity Strategy Fund Instiutuional Class — Sold (part)

Fidelity Advisor Total Bond Fund Class I — Dividend — Sold

Fidelity Advisor Total Bond Fund Class I — Sold (part)

FMI International Fund Institutional Class — None — Sold

FMI International Fund Institutional Class — Sold (part)

PIMCO Income Fund Class P — Dividend — Sold

PIMCO Income Fund Class P — Sold (part)

iShares Core S & P Mid-Cap ETF — Dividend — Sold

iShares Core S & P Mid-Cap ETF — Sold (part)

iShares Core S & P 500 ETF — Dividend — Sold (part)

iShares Core S & P 500 ETF — Sold (part)

American Funds New World Fund Class F-2 — None — Sold

American Funds New World Fund Class F-2 — Sold (part)

Oakmark Select Fund Investor Class — None — Sold

Oakmark Select Fund Investor Class — Sold (part)

Schwab International Equity ETF — Dividend — Sold

Schwab International Equity ETF — Sold (part)

Vanguard Total Bond Market ETF — Dividend — Sold

Vanguard Total Bond Market ETF — Sold (part)

Northwestern Mutual CompLife Insurance policy — Dividend — Redeemed

Northwestern Mutual 90 Life Insurance policy — Dividend — Redeemed

Pinnacle Financial Partners Cash Accounts — Interest

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

General Money Market Fund Class B — Redeemed (part)

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

General Money Market Fund Class B — Redeemed (part)

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

General Money Market Fund Class B — Redeemed (part)

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

General Money Market Fund Class B — Redeemed (part)

General Money Market Fund Class B — Redeemed

Vanguard Emerging Markets Stock Index Fund — Dividend — Sold

Vanguard Emerging Markets Stock Index Fund — Sold (part)

PIMCO Commodities Plus Strategy Fund Class P — Dividend — Sold

PIMCO Commodities Plus Strategy Fund Class P — Sold (part)

Goldman Sachs International Small Cap Insights Fund — None — Sold

Goldman Sachs International Small Cap Insights Fund — Sold (part)

Northwestern Mutual 90 Life Insurance policy — None — Buy

Northwestern Mutual 90 Life Insurance policy — Redeemed

Vanguard 2030 Retirement Fund — None — Redeemed

Vanguard Short-Term Inflation Protected Securities Index ETF — Dividend — Sold

Vanguard Short-Term Inflation Protected Securities Index ETF — Sold (part)

Vanguard Short-Term Inflation Protected Securities Index ETF — Buy

iShares Core S & P Small-Cap ETF — Dividend — Sold

iShares Core S & P Small-Cap ETF — Sold (part)

iShares Core S & P Small-Cap ETF — Buy

Vanguard Total Stock Market Index Admiral Class — Dividend — Buy (add'l)

Vanguard Total Stock Market Index Admiral Class — Buy (add'l)

Vanguard Total Stock Market Index Admiral Class — Buy

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 early 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)

Liability — Pinnacle Bank — HELOC

Spouse's income — 2019 — self-employed educational consultant

Spouse's income — 2019 — Cumberland Trust & Investment Company

Spouse's income — 2019 — Down Syndrome Association of Middle Tennessee

Part II: I divested my interest in the previously reported agreement, the Bass, Berry & Sims Retirement & Savings Plan, when I rolled over its contents from the

Vanguard Target Retirement 2030 Fund, as relfected in Part VII, into the Thrift Savins Plan.

Part VII: The rollover of the Vanguard Target Retirement 2030 Fund in to the Thrift Savings Plan is reflected here.

Part VII: I surrendered the five Northwestern Mutual Comp Life Insurance polices; I seleceted "redeemed" as the type of transaction because it seemed to be the

best fit among the categories available.