Thomas A. Varlan
2020
Ask Donna
Pull out the substance of this filing.
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.