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What was filed

  • 216

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • University of Tennessee, Department of Political Science
  • University of Tennessee, College of Arts and Sciences
  • Angelos Charitable Trust -- Assets Listed in Part VII.
  • East Tennessee Children's Hospital - Salary

As filed

Regions Bank Accounts — Interest

Ameriprise Strategic Portfolio Service AC — Dividend — Open

Ameriprise Insured Money Market — Int./Div. — Open

Blackfock Strategic Income Opptys Instl CL — Buy

Columbia Ultra Short Term Bond CL I — Buy

Lord Abbett Short Duration Income Cl F — Buy

MFS Conservative Alloc Cl I — Buy

MFS Corporate Bond Cl I — Buy

Ameriprise Strategic Portfolio Service AC — Dividend — Open

Ameriprise Insured Money Market — Open

Columbia Strategic Income Instl Cl — Buy

Pilgrim Total Return Bond Cl Z — Buy

Ishares 7-10YR Treasury Bond ETF — Buy

Ishares MSCI EAFE ETF — Buy

Ishares Russell 1000 Value ETF — Buy

Vanguard Growth ETF — Buy

Vanguard Total Stock Market ETF — Buy

Ameriprise Strategic Portfolio AC — Int./Div.

Coca Cola Common Stock — Dividend

Blackrock Strategic Income Opptys Cl A — Dividend — Buy (add'l)

Columbia Floating Rate Instl CLxx — Dividend — Sold

Goldman Sachs Small Mid Cap Growth Investor CL xx — Dividend — Sold

Vanguard Total Stock Market ETF — Dividend

Ivy Intl Core Equity Cl I — Dividend — Sold

Lord Abbett Short Duration Income Cl L — Dividend

PGIM Total Return Bnd Cl Z — Dividend

PGIM Short Term Corp Bond CLZ — Dividend

Columbia Convertible Securities Instl Cl — Dividend — Buy

Fidelity Advisor Mun Income Cl I — Dividend — Buy

MFS Conservative Alloc C L — Dividend — Buy

IShares 7-10 YR Treasury Bond ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Strategic Portfolio Service Advantage IRA - 1 — Dividend

Ameriprise Bank Insured Sweep Acct. — Interest

Blackrock Strategic Income Opptys Cl A — Dividend

Multi Mgr Value Strategies Cl A — Dividend

Multi Manager Small Cap Equity Cl Z — Dividend

Multi Manager Growth Strategies Cl Z — Dividend

Multi Manager Total Return Bond Cl Z — Dividend

Multi Manager Intl Equity Strategies Inst C — Dividend

Delaware U S Growth Instl Cl — Dividend

MFS Intl. Intr. Value Cl I — Dividend

MFS Value Cl I — Dividend

MFS Mid Cap Growth Cl I — Dividend

Wells Fargo Emerging Markets Equity Cl — Dividend

Wells Fargo Special Mid Cap Inst. Value Cl — Dividend

Ishares Core MSCI Emerging Markets — Dividend — Sold

Strategic Advantage Service Portfolio IRA - 2 — Dividend

Ameriprise Bank Insured Sweep Account — Interest

Blackrock Strategic income Opptys Cl A — Dividend

Multi Manager Small Cap Equity Cl Z — Dividend

Multimanager Total Return Bond Strategies CL Z — Dividend

Multimanager Value Strategies CL Z — Dividend

Multimanager Instl Equity Strategies Instl Cl — Dividend

MFS Intr. Value Cl A — Dividend

MFS Value Cl A — Dividend

MFS Mid Cap Growth — Dividend

Wells Fargo Emerging Markets Equity Cl A — Dividend

Wells Fargo Special Mid Cap Value Cl A — Dividend

Delaware U S Growth Instl Cl — Dividend

Multi Manager Growth Strategies Cl Z — Dividend — Buy (add'l)

Ishares Core MSCI Emerging Markets ETF — Dividend — Sold

Angelos Charitable Trust — Int./Div.

Ameriprise Investment Account — Int./Div.

Ameriprise Insured Money Market Fund — Interest

Invesco Developing Markets Cl Y — Dividend — Donated (part)

Blackrock Total Return Instl. — Dividend

Blackrock Strategic Mun. Oppty. Instl. Cl — Dividend — Donated (part)

Blackrock Strategic Income Opps. Instl. xx — Dividend — Sold

Columbia Floating Rate Inst. CLxx — Dividend — Sold

JP Morgan Global Bond Oppts.CL L — Dividend

John Hancock International Growth — Dividend

Lord Abbott Ultra Short Bond — Dividend — Donated (part)

Pimco Income Cl 12 — Dividend

Pilgrim Total Return Bond Cl Z — Dividend — Buy

AT&T, Inc. — Dividend — Donated (part)

Berkshire Hathaway, Inc. Cl — Dividend

Chevron, Inc. — Dividend — Sold

Pepsico, Inc. — Dividend

Verizon Communications, Inc. — Dividend

Ishares Core S&P 500 ETF — Dividend

Ishares S&P Mid Cap ETF — Dividend — Sold

Ishares Core S&P Small Cap — Dividend — Sold

Ishares Edge MSCI Min Volatility — Dividend

Bellsouth Corp Not Make Whole — Dividend — Donated

Van Kampen Invt Grade Mun Tr — Interest — Sold

Vanguard Growth ETF — Dividend — Buy

Patricia Angelos IRA — Int./Div.

Ameriprise Insured Money Market` — Interest

Invesco Developing Markets Cl Y — Dividend

Blackrock Total Return Instl. — Dividend

Blackrock Strategic Mun. Opptys. Instl. — Dividend

Blackrock Strategic Income Opptys. Instl. — Dividend

Columbia Floating Rate Inst. Cl. — Dividend

JP Morgan Global Bond Opptys — Dividend — Buy

John Hancock Intl. Growth Cl — Dividend

Lord Abbett Ultra Short Bond Cl A — Dividend — Buy

Pimco Income CL 12 — Dividend

AT&T, Inc. — Dividend

Berkshire Hathaway, Inc. — Dividend

Pfizer, Inc. — Dividend — Distributed

Chevron Corp — Dividend — Buy

Pepsico Inc — Dividend — Buy

Verizon Communications Inc — Dividend — Buy

Ishares Core S&P 500 ETF — Dividend

Ishares Core S&P Mid Cap ETF — Dividend

Ishares Core S&P Small Cap ETF — Dividend

Ishares Edge MSCI Min. Volatility ETF — Dividend

Regions Bank Accounts — Interest

Ameriprise Strategic Portfolio Service AC — Dividend — Open

Ameriprise Insured Money Market — Int./Div. — Open

Blackfock Strategic Income Opptys Instl CL — Buy

Columbia Ultra Short Term Bond CL I — Buy

Lord Abbett Short Duration Income Cl F — Buy

MFS Conservative Alloc Cl I — Buy

MFS Corporate Bond Cl I — Buy

Ameriprise Strategic Portfolio Service AC — Dividend — Open

Ameriprise Insured Money Market — Open

Columbia Strategic Income Instl Cl — Buy

Pilgrim Total Return Bond Cl Z — Buy

Ishares 7-10YR Treasury Bond ETF — Buy

Ishares MSCI EAFE ETF — Buy

Ishares Russell 1000 Value ETF — Buy

Vanguard Growth ETF — Buy

Vanguard Total Stock Market ETF — Buy

Ameriprise Strategic Portfolio AC — Int./Div.

Coca Cola Common Stock — Dividend

Blackrock Strategic Income Opptys Cl A — Dividend — Buy (add'l)

Columbia Floating Rate Instl CLxx — Dividend — Sold

Goldman Sachs Small Mid Cap Growth Investor CL xx — Dividend — Sold

Vanguard Total Stock Market ETF — Dividend

Ivy Intl Core Equity Cl I — Dividend — Sold

Lord Abbett Short Duration Income Cl L — Dividend

PGIM Total Return Bnd Cl Z — Dividend

PGIM Short Term Corp Bond CLZ — Dividend

Columbia Convertible Securities Instl Cl — Dividend — Buy

Fidelity Advisor Mun Income Cl I — Dividend — Buy

MFS Conservative Alloc C L — Dividend — Buy

IShares 7-10 YR Treasury Bond ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Strategic Portfolio Service Advantage IRA - 1 — Dividend

Ameriprise Bank Insured Sweep Acct. — Interest

Blackrock Strategic Income Opptys Cl A — Dividend

Multi Mgr Value Strategies Cl A — Dividend

Multi Manager Small Cap Equity Cl Z — Dividend

Multi Manager Growth Strategies Cl Z — Dividend

Multi Manager Total Return Bond Cl Z — Dividend

Multi Manager Intl Equity Strategies Inst C — Dividend

Delaware U S Growth Instl Cl — Dividend

MFS Intl. Intr. Value Cl I — Dividend

MFS Value Cl I — Dividend

MFS Mid Cap Growth Cl I — Dividend

Wells Fargo Emerging Markets Equity Cl — Dividend

Wells Fargo Special Mid Cap Inst. Value Cl — Dividend

Ishares Core MSCI Emerging Markets — Dividend — Sold

Strategic Advantage Service Portfolio IRA - 2 — Dividend

Ameriprise Bank Insured Sweep Account — Interest

Blackrock Strategic income Opptys Cl A — Dividend

Multi Manager Small Cap Equity Cl Z — Dividend

Multimanager Total Return Bond Strategies CL Z — Dividend

Multimanager Value Strategies CL Z — Dividend

Multimanager Instl Equity Strategies Instl Cl — Dividend

MFS Intr. Value Cl A — Dividend

MFS Value Cl A — Dividend

MFS Mid Cap Growth — Dividend

Wells Fargo Emerging Markets Equity Cl A — Dividend

Wells Fargo Special Mid Cap Value Cl A — Dividend

Delaware U S Growth Instl Cl — Dividend

Multi Manager Growth Strategies Cl Z — Dividend — Buy (add'l)

Ishares Core MSCI Emerging Markets ETF — Dividend — Sold

Angelos Charitable Trust — Int./Div.

Ameriprise Investment Account — Int./Div.

Ameriprise Insured Money Market Fund — Interest

Invesco Developing Markets Cl Y — Dividend — Donated (part)

Blackrock Total Return Instl. — Dividend

Blackrock Strategic Mun. Oppty. Instl. Cl — Dividend — Donated (part)

Blackrock Strategic Income Opps. Instl. xx — Dividend — Sold

Columbia Floating Rate Inst. CLxx — Dividend — Sold

JP Morgan Global Bond Oppts.CL L — Dividend

John Hancock International Growth — Dividend

Lord Abbott Ultra Short Bond — Dividend — Donated (part)

Pimco Income Cl 12 — Dividend

Pilgrim Total Return Bond Cl Z — Dividend — Buy

AT&T, Inc. — Dividend — Donated (part)

Berkshire Hathaway, Inc. Cl — Dividend

Chevron, Inc. — Dividend — Sold

Pepsico, Inc. — Dividend

Verizon Communications, Inc. — Dividend

Ishares Core S&P 500 ETF — Dividend

Ishares S&P Mid Cap ETF — Dividend — Sold

Ishares Core S&P Small Cap — Dividend — Sold

Ishares Edge MSCI Min Volatility — Dividend

Bellsouth Corp Not Make Whole — Dividend — Donated

Van Kampen Invt Grade Mun Tr — Interest — Sold

Vanguard Growth ETF — Dividend — Buy

Patricia Angelos IRA — Int./Div.

Ameriprise Insured Money Market` — Interest

Invesco Developing Markets Cl Y — Dividend

Blackrock Total Return Instl. — Dividend

Blackrock Strategic Mun. Opptys. Instl. — Dividend

Blackrock Strategic Income Opptys. Instl. — Dividend

Columbia Floating Rate Inst. Cl. — Dividend

JP Morgan Global Bond Opptys — Dividend — Buy

John Hancock Intl. Growth Cl — Dividend

Lord Abbett Ultra Short Bond Cl A — Dividend — Buy

Pimco Income CL 12 — Dividend

AT&T, Inc. — Dividend

Berkshire Hathaway, Inc. — Dividend

Pfizer, Inc. — Dividend — Distributed

Chevron Corp — Dividend — Buy

Pepsico Inc — Dividend — Buy

Verizon Communications Inc — Dividend — Buy

Ishares Core S&P 500 ETF — Dividend

Ishares Core S&P Mid Cap ETF — Dividend

Ishares Core S&P Small Cap ETF — Dividend

Ishares Edge MSCI Min. Volatility ETF — Dividend

Advisory Board, University of Tennessee, Department of Political Science

Associate Board, University of Tennessee, College of Arts and Sciences

Executor, Angelos Charitable Trust -- Assets Listed in Part VII.

Advisory Board, University of Tennessee, Department of Political Science

Associate Board, University of Tennessee, College of Arts and Sciences

Executor, Angelos Charitable Trust -- Assets Listed in Part VII.

Spouse's income — 2020 — East Tennessee Children's Hospital - Salary

Spouse's income — 2020 — East Tennessee Children's Hospital - Salary

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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