Jane Branstetter Stranch

2019

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Pull out the substance of this filing.

What was filed

  • 138

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • BF Partners
  • Estate #1
  • Estate #2
  • BL Partners
  • G-G Trust - No Ownership
  • G-S Trust
  • Seigenthaler-Sutherland Cup Nat. First Amendment Moot Court
  • NYU's Marden Moot Court Competition
  • Justice Donald Corbin Appellate Symposium
  • Self-employed attorney

As filed

Bank of America Accounts — Interest

CapStar Bank Account — Interest

UBS Financial Services, Inc. Accounts (H)

UBS Bank USA Deposit Account — Interest

American Funds Capital Income Builder Fund — Dividend

Virtus Emerging Mkts Opportunities Fund — Dividend

Virtus Multi-Sector Short-Term Bond Fund — Dividend

First Eagle Global Fund Class A — Dividend

Lincoln Life Deferred Income Annuity — None

CapStar Financial Holdings, Inc. Stock (CSTR) — Dividend

John Hancock USA Pension Plan #2 (H)

American Funds 2025 TD — None

American Funds 2035 TD — None

American Funds Capital Income Builder — None

Parnassus Core Equity Fund — None

Undiscovered Mgr Behavorial Value Fund — None

John Hancock USA Pension Plan #4 (H)

Oppenheimer Developing Mkt Fund — None

Oppenheimer Developing Mkt Fund — Buy (add'l)

Oppenheimer Developing Mkt Fund — Sold (part)

American Funds 2020 TD — None

American Funds 2020 TD — Buy (add'l)

American Funds American Balanced Fund — None

American Funds American Balanced Fund — Buy (add'l)

American Funds American Balanced Fund — Sold (part)

Undiscovered Mgr Behavioral Value Fund — None

Undiscovered Mgr Behavioral Value Fund — Buy (add'l)

Undiscovered Mgr Behavioral Value Fund — Sold (part)

T. Rowe Price Sci & Tech Fund — None

T. Rowe Price Sci & Tech Fund — Buy (add'l)

T. Rowe Price Sci & Tech Fund — Sold (part)

BF Partners (H)

Pinnacle Bank Account — Interest

Investment Property, Nashville, TN (Appraisal 4/09) — None

Northwestern Mutual: Whole Life Policy — Dividend

Pinnacle Bank Accounts — Interest

Estate #1 (H)

UBS Bank USA Bus. Acct. — None — Distributed

CapStar Financial Holdings, Inc. Stock (X) — None — Distributed

Metlife Stock (X) — None — Sold

IRA #3 (H)

Delaware Value Fund Institutional Class I — Dividend

RMB Mendon Financial Services Fund Class A — Dividend

First Eagle Global Funds Class I — Dividend

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

The Income Fund of America Fund Class F2 — Dividend

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

Loomis Sayles Global Equity and Income Fund CL Y — Dividend

Loomis Sayles Global Equity and Income Fund CL Y — Sold (part)

Loomis Sayles Global Equity and Income Fund CL Y — Sold (part)

Loomis Sayles Global Equity and Income Fund CL Y — Sold (part)

Loomis Sayles Global Equity and Income Fund CL Y — Sold (part)

Thornburg Income Builder CL I — Dividend

Thornburg Income Builder CL I — Sold (part)

Thornburg Income Builder CL I — Sold (part)

Thornburg Income Builder CL I — Sold (part)

Thornburg Income Builder CL I — Sold (part)

Victory Trivalent Int'l Sm Cap — Dividend

Alpha Centric Inc. Opport Fund Class A — Dividend

UBS Bank USA Deposit Account — Interest

Pimco Income Fund Class 12 — Dividend

Virtus Small Cap Class 1 — Dividend

Blackrock Health Sciences Fund Institutional Class — Dividend — Buy

Blackrock Health Sciences Fund Institutional Class — Buy (add'l)

Cohen & Steers Real Est Sec Fund — Dividend — Buy

IRA #4 (H)

Delaware Value Fund Institutional Class I — Dividend

RMB Mendon Financial Services Fund Class A — Dividend

First Eagle Global Funds Class I — Dividend

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

First Eagle Global Funds Class I — Sold (part)

The Income Fund of America Fund Class F2 — Dividend

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

The Income Fund of America Fund Class F2 — Sold (part)

Loomis Sayles Global Allocation Fund Class Y — Dividend

Loomis Sayles Global Allocation Fund Class Y — Sold (part)

Loomis Sayles Global Allocation Fund Class Y — Sold (part)

Thornburg Income Builder Class I — Dividend

Thornburg Income Builder Class I — Sold (part)

Thornburg Income Builder Class I — Sold (part)

Thornburg Income Builder Class I — Sold (part)

Victory Trivalent Int'l Small Cap Fund Class Y — Dividend

UBS Bank USA Deposit Account — Interest

Pimco Income Fund Class 12 — Dividend

Alpha Cenetric Inc. Opportunities Fund — Dividend

Virtus Kar Small Cap Core Fund — Dividend

Blackrock Health Sciences Fund Institutional Class — Dividend — Buy

Blackrock Health Sciences Fund Institutional Class — Buy (add'l)

Cohen & Steers Real Est Sec Fund — Dividend — Buy

Estate #2 (H)

Pinnacle Bank Account — None — Closed

Pinnacle Bank Account — None

UBS Bank USA Deposit Account — Interest

Synovus Financial Corp (X) — None — Sold

Trust #1 (H) G-S Trust

UBS Bank USA Deposit Account — Interest

AIG Focused Div Strategy Class W — Dividend

Blackrock Health Sciences Fund Institutional Class — Dividend

Blackrock Health Sciences Fund Institutional Class — Sold (part)

Touchstone Inv Mid Cap Class Y — Dividend

Touchstone Inv Mid Cap Class Y — Sold (part)

Victory Trivalent Int'l Small Cap Fund Class Y — Dividend

Alger Spectra Class Z — Dividend

Alpha Centric Income Opport Class I — Dividend

Nuveen Short Duration Hy Muni Bnd Class I — Dividend

Nuveen Short Duration Hy Muni Bnd Class I — Sold (part)

First Eagle Global Funds Class I (X) — Dividend

First Eagle Global Funds Class I (X) — Buy (add'l)

First Eagle Global Funds Class I (X) — Sold (part)

Janus Henderson Bal Class I — Dividend

Janus Henderson Bal Class I — Sold (part)

Janus Henderson Bal Class I — Sold (part)

Loomis Sayles Global Allocation Fund Class Y — Dividend

Loomis Sayles Global Allocation Fund Class Y — Sold (part)

Loomis Sayles Global Allocation Fund Class Y — Sold (part)

Thornburg Income Builder Class I — Dividend

Thornburg Income Builder Class I — Sold (part)

Thornburg Income Builder Class I — Sold (part)

8012 Nashville TN Appraisal 11-3-17 — None

Land Nashville TN Appraisal 2-8-18 — None

Rental property Nashville TN Appraisal 2-22-18 — Rent

24.75% owner BL Partners, Nashville, TN — Rent

CapStar Financial Holdings, Inc. Stock (X) — Dividend

Cohen & Steers Real Est Sec Fund — Dividend — Buy

BF Partners (X) 5.62% — Interest

College America 529 Cap Inc Bldr CIB A — None

BL Partners, Nashville, TN — Rent

BP, Inc. Stock (X) — None

Partner, BF Partners

Co-Executor, Estate #1

Co-Executor, Estate #2

Partner, BL Partners

Co-Trustee, G-G Trust - No Ownership

Trustee, G-S Trust

Reimbursement — Seigenthaler-Sutherland Cup Nat. First Amendment Moot Court — 03/22/2019 - 03/23/2019 — Washington, DC — Moot Court Competition — Transportation, lodging, food

Reimbursement — NYU's Marden Moot Court Competition — 03/25/2019 - 03/26/2019 — New York, NY — Moot Court Competition — Transportation, lodging, food

Reimbursement — Justice Donald Corbin Appellate Symposium — 03/28/2019 - 03/29/2019 — Fayetteville, AR — Symposium - Appellate Practice — Transportation, lodging, food

Spouse's income — 2019 — Self-employed attorney

All Part VII, references by line listed below:

1. Line 11, John Hancock USA Pension Plan #2 continuing through Line 16 contain units in a pooled investment account that is controlled by and held in the

custody of John Hancock. No information is maintained at the participant level that applies to Column B of this report.

2. Line 17, John Hancock USA Pension Plan #4 continuing through Line 31 is for spouse and contain units in a pooled investment account that is controlled by

and held in the custody of John Hancock. No information is maintained at the participant level that applies to Column B of this report.

3. Line 32, Branstetter Partners name has been updated to BF Partners. BF Partners assets are reported at total value as there are multiple beneficiaries.

Part I - Positions -

Line 1 - Partner, BF Partners. As per #3 above, Branstetter Partners name has been updated to BF Partners.

Line 5 - Co-Trustee G-G Trust - No Ownership. In accordance with page 31 of the filing instructions, assets of the trust are not required to be reported in Part VII

as the filer and her spouse, who have no dependent children, did not receive income from the trust, have no beneficial interest in principal or income from the

trust and were not involved in the creation of the trust.

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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Jane Branstetter Stranch | Frix