# Eli Jeremy Richardson

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29422

## Record

- **Judge:** Eli Jeremy Richardson
- **Year:** 2019
- **Pages:** 11

## Text

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)
529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)
529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)
529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)
529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)
529 acct: American Funds Washington Mutual Investors Fund Class 529-A — Buy (add'l)
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)
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 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)
Schwab International Equity ETF — Sold (part)
Schwab International Equity ETF — Sold (part)
Vanguard Total Bond Market ETF — Dividend — Sold
Vanguard Total Bond Market ETF — Sold (part)
Vanguard Total Bond Market ETF — Sold (part)
Vanguard Total Bond Market ETF — Sold (part)
Northwestern Mutual CompLife Insurance policy — Dividend — Redeemed
Northwestern Mutual CompLife Insurance policy — Dividend — Redeemed
Northwestern Mutual 90 Life 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 — Buy (add'l)
General Money Market Fund Class B — Redeemed (part)
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
General Money Market Fund Class B — Redeemed
Vanguard Emerging Markets Stock Index Fund — Dividend — Sold
Vanguard Emerging Markets Stock Index Fund — Sold (part)
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 — 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 — 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 (add'l)
Vanguard Total Stock Market Index Admiral Class — Buy (add'l)
Vanguard Total Stock Market Index Admiral Class — Buy (add'l)
Vanguard Total Stock Market Index Admiral Class — Buy (add'l)
Vanguard Total Stock Market Index Admiral Class — 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.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29422. Public record. Not legal advice.
