Shelley D. Rucker
2019
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What was filed
187
investments
0
positions
0
gifts
0
agreements
0
debts
4
reimbursements
0
income
1
spouse income
Named parties
- National Conference of Bankruptcy Judges
- MidSouth Commercial Law Institute
- Federal Judicial Center
- Tennessee Bar Association
- National Conference of Bankrupty Judges (Fees for Newsletter Layout Work)
As filed
Suntrust Bank Accounts — Interest
Fidelity Rollover IRA #1
Fidelity Freedom 2010 Fund (FFFCX)# — Dividend
Fidelity Freedom 2030 Fund (FFFEX)# — Dividend — Buy (add'l)
Fidelity Freedom 2030 Fund (FFFEX)# — Buy (add'l)
Fidelity Freedom 2030 Fund (FFFEX)# — Sold (part)
Fidelity Freedome 2040 (FFFFX)# — Dividend — Buy (add'l)
Fidelity Freedome 2040 (FFFFX)# — Sold (part)
Fidelity Freedome 2040 (FFFFX)# — Buy (add'l)
Fidelity Freedom Select Medical Technology (FSMEX) — Dividend — Buy (add'l)
Fidelity Freedom Select Medical Technology (FSMEX) — Sold (part)
Apple Inc. Common Stock — Dividend — Sold (part)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — Buy (add'l)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — Sold (part)
Walt Disney Co. Common Stock — Dividend
Walt Disney Co. Common Stock — Spinoff (from line 23)
Walt Disney Co. Common Stock — Buy (add'l)
Walt Disney Co. Common Stock — Buy (add'l)
Walt Disney Co. Common Stock — Buy (add'l)
Twenty-first Century Fox — None — Redeemed
Fox Corp. — Dividend — Spinoff (from line 23)
Fox Corp. — Sold
CVS Health — Dividend — Buy
CVS Health — Buy (add'l)
CVS Health — Buy (add'l)
Roku — None — Buy
Roku — Buy (add'l)
Roku — Buy (add'l)
Roku — Sold (part)
Roku — Sold (part)
Roku — Sold
Fidelity Core money market account — Interest — Distributed (part)
Fidelity Core money market account — Merged (with line 8)
Fidelity Core money market account — Merged (with line 11)
Fidelity Core money market account — Merged (with line 5)
Fidelity Core money market account — Spinoff (from line 25)
Fidelity Core money market account — Merged (with line 6)
Fidelity Core money market account — Merged (with line 20)
Fidelity Core money market account — Merged (with line 21)
Fidelity Core money market account — Spinoff (from line 13)
Fidelity Core money market account — Spinoff (from line 14)
Fidelity Core money market account — Merged (with line 15)
Fidelity Core money market account — Merged (with line 26)
Fidelity Core money market account — Merged (with line 29)
Fidelity Core money market account — Merged (with line 27)
Fidelity Core money market account — Merged (with line 30)
Fidelity Core money market account — Spinoff (from line 7)
Fidelity Core money market account — Spinoff (from line 9)
Fidelity Core money market account — Merged (with line 31)
Fidelity Core money market account — Spinoff (from line 32)
Fidelity Core money market account — Merged (with line 10)
Fidelity Core money market account — Spinoff (from line 33)
Fidelity Core money market account — Spinoff (from line 14)
Fidelity Core money market account — Merged (with line 28)
Fidelity Core money market account — Merged (with line 22)
Fidelity Core money market account — Spinoff (from line 16)
Fidelity Core money market account — Spinoff (from line 17)
Fidelity Roth IRA #1 Core Money Market Account — Interest
Northwest Mutual Insurance Co.Whole Life Policy — Dividend
Massachusetts Mutual Whole Life Policy — Dividend
Girls Preparatory School 401(a) Plan TIAA CREF
Payout Annuity -TIAA Traditional — Interest — Distributed (part)
Girls Preparatory School 403(b) Plan TIAA CREF -
Payout Annuity TIAA Traditional — Interest — Distributed (part)
Optum Health Savings Account — Interest — Buy (add'l)
AXA Universal Life Insurance Policy — Interest
Fidelity Rollover IRA #2
Apple Inc. Common Stock — Dividend — Buy (add'l)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — Buy (add'l)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — Sold (part)
Apple Inc. Common Stock — 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 (part)
Apple Inc. Common Stock — Sold
Apple Inc. Common Stock — Buy
Apple Inc. Common Stock — Sold
Netflix — None — Sold (part)
Netflix — Sold
Caesar's Entertainment — None — Sold
ROKU — None — Buy
ROKU — Buy (add'l)
ROKU — Sold (part)
ROKU — Sold
ROKU — Buy
ROKU — Buy (add'l)
ROKU — Sold
ROKU — Buy
ROKU — Sold
ROKU — Buy
ROKU — Buy (add'l)
ROKU — Buy (add'l)
ROKU — Buy (add'l)
ROKU — Buy (add'l)
ROKU — Sold
ROKU — Buy
ROKU — Buy (add'l)
ROKU — Sold (part)
ROKU — Sold
ROKU — Buy
ROKU — Sold (part)
ROKU — Sold (part)
ROKU — Sold
ROKU — Buy
AMC Entertainment — Dividend — Buy
AMC Entertainment — Sold (part)
AMC Entertainment — Sold
Lyft — None — Buy
Lyft — Buy (add'l)
Lyft — Sold
Delta Airlines — Dividend — Buy
Delta Airlines — Sold
Home Depot — Dividend — Buy
Fidelity CORE Account - BNY Mellon Insured Deposit — Int./Div. — Merged (with line 74)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 88)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 75)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 89)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 76)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 77)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 78)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 90)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 79)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 80)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 81)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 82)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 83)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 84)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 91)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 92)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 85)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 93)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 86)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 94)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 115)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 87)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 118)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 119)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 116)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 95)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 96)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 120)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 97)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 117)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 98)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 121)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 99)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 100)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 101)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 102)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 103)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 104)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 105)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 106)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 107)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 108)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 109)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Distributed (part)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 110)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 111)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 112)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 113)
Fidelity CORE Account - BNY Mellon Insured Deposit — Spinoff (from line 122)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 123)
Fidelity CORE Account - BNY Mellon Insured Deposit — Merged (with line 114)
Fidelity Roth IRA #2
General Electric — None — Buy
General Electric — Sold
Home Depot — Dividend — Buy
Fidelity Government Money Market — Interest — Open
Fidelity Government Money Market — Merged (with line 183)
Fidelity Government Money Market — Spinoff (from line 184)
Fidelity Government Money Market — Buy (add'l)
Fidelity Government Money Market — Buy (add'l)
Fidelity Government Money Market — Merged (with line 185)
Reimbursement — National Conference of Bankruptcy Judges — October 29- November 2, 2019 — Washington, D.C. — Attendance at annual meeting — Hotel and Airfare
Reimbursement — MidSouth Commercial Law Institute — December 12-13, 2019 — Nashville, TN — Teaching at seminar — Hotel, Meals, Conference Registration
Reimbursement — Federal Judicial Center — July 7-10, 2019 — New York, New York — Attendance at Program — Hotel, Meals and Airfare
Reimbursement — Tennessee Bar Association — April 5-7, 2019 — Gatlinburg, TN — Teaching at annual bankruptcy forum — Hotel, Meals and Mileage
Spouse's income — 2019 — National Conference of Bankrupty Judges (Fees for Newsletter Layout Work)
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
earned onthe accounts and were reinvested in units of those funds respectively. These gains are included in year end values. These transactions were part of the
management of the fund and I 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 3-12.
Line 23 Twenty-First Century Fox merged with Disney. Shares were tendered to the company inconsideration for shares of Fox Corp and Disney. Those additional
shares are reflected in line 24 and line 19 respectively.
Lines 65, 66 and 72 Values are cash surrender values.
Lines 68 and 70 Both the 401(a) TIAA CREF Plan and 403(b) Plans were converted to Payout Annuities invested in TIAA Traditional Funds. The second of the
annual payments were distributed to participant. The remaining funds remain invested in TIAA Traditional.
Line 71 Additional contribution was made to HSA account.
Line 124 Audit program requested that "part" be added since only a portion of the funds were used to purchase the Apple common stock on that date. Columns B
and C were completed because the asset was owned at the end of the period. There was no "part" option for "merge."
Line 130 Distribution used to open Fidelity Roth #2
Line 161 Funds from Fidelity IRA #2 were converted and rolled over to Fidelity Roth #2 on line 189. Line 190 reflects an additional coversion from the IRA to
Roth #2 from the distibution shown on line 173 .
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.