Joe B. Brown
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
124
investments
11
positions
0
gifts
2
agreements
0
debts
2
reimbursements
4
income
0
spouse income
Named parties
- Part VHT re 2010
- sold at loss
- sold
- Sold
- Part sold
- sold loss
- Part VII re 2010
- Section VII
- Sectuon VII
- Sold at loss
- Sec VII Re 2010
- sold.
- Sec. VII Re 2010
- market. Restricted stock
- Section VI re adding
- C 8 Trust, Under Will
- Y P Trust. Trust for Farmly Cemetary
- Nashville School of Law
- Vanderbilt University School of Law
- Uniform Gift to Minors,
- Education Trust
- George Mason University ; Law and Economics Center
- George Mason University Law and Economics Center
- Income from Flight and Scuba Instruction
- Teaching Position Nashville School of Law
- Teaching Position Vanderbilt School of Law
- Tobacco buy out Settletment fund UDSA
As filed
Adobe Systems (ADBE) — Int/Div — Buy — Part VHT re 2010
Adobe Systems (ADBE) — Sold — sold at loss
Alerian MLP ETF (AMLP) — None — Buy
Alerian MLP ETF (AMLP) — Sold — sold
Alexion Pharmaceuticals (ALXN) — None — Buy
Alexion Pharmaceuticals (ALXN) — Sold — sold
American Express Stock (AXP) — Int/Div
Apollo Investment (AINV) — Int/Div — Buy
Apollo Investment (AINV) — Sold — sold at loss
Apple (AAPL) — None — Sold (part) — Sold
AT&T) — Int/Div — Sold — sold
AT&T(T) — Int/Div — Buy
AT&T(T) — Sold (part) — sold
Berkshire Hathaway (BRKZB) — None
Blackrock Util and Telecom (MDGUX) — Int/Div
Canadial National Railway (CNI) — Int/Div — Buy
Canadial National Railway (CNI) — Sold (part) — Part sold
Capital World Gr & line Fund (CWGIX) — Int/Div
Car Max Stock (KMX) — None
Caterpiliter (CAT) — Int/Div — Buy
Caterpiliter (CAT) — Buy (add'l)
Caterpiliter (CAT) — Sold (part) — sold at loss
Cisco Sys Inc (CSCO) — None
Cracker Barrel (CBRL) — Int/Div — Sold — sold
Fedix (FDX) — Int/Div — Buy
Fedix (FDX) — Sold (part) — sold
First Trust DJ FD (FDN) — Int/Div — Sold — sold
First Trust Consumer ETF (FXD) — Int/Div — Sold — sold
First Trust DJ Internet Index (FDN) — Int/Div — Buy
First Trust DJ Internet Index (FDN) — Sold — sold loss
First Trust ISE-Revere Gas (FCG) — Int/Div — Sold — sold
First Trust ISE China (FN) — None — Sold — sold
First Trust ISE Global Copper (CU) — Int/Div — Buy
First Trust ISE Global Copper (CU) — Sold — sold
First Trust ISE Global Copper (CU) — Int/Div — Buy
First Trust ISE Global Copper (CU) — Sold — sold at loss
First trust Material E1v (FXZ) — Int/Div — Sold — sold
First Trust Tecohnlgy (FXL) — Int/Div — Buy
First Trust Tecohnlgy (FXL) — Sold — sold at loss
First Trust Small ETF Cap Core(FYX) — Int/Div — Buy
First Trust Small ETF Cap Core(FYX) — Sold — sold at loss
Franklin TN School Dist Bonds — Interest
Global X FISE (AND) — Int/Div — Buy
Global X FISE (AND) — Sold — sold at loss
Guggenheim S&P 500 (RSP) — Int/Div — Buy — Part VII re 2010
Guggenheim S&P Mid Cap 400 (RFG) — Int/Div — Buy
Guggenheim Small Cap 600 (RZG) — Int/Div — Buy
Health Stream Stock (HSTM) — None
Intel Stock (INTC) — Int/Div
Ishares FTSE NAREIT index (RTL) — None — Sold — sold
shares S&P Latin America (ILF) — Int/Div — Sold — sold
shares Silver Trust (SLV) — None — Buy
shares Silver Trust (SLV) — Sold — sold
shares Silver Trust (SLV) — Int/Div — Buy
shares Silver Trust (SLV) — Sold — sold at loss
Ishares MSC Mexico (EWW) — Int/Div — Sold — sold
shares MSCl all ETF (AAX)) — None — Sold — sold loss
JP Morgan Chase (JPM) — Int/Div — Sold — sold at loss
Kaanapali LLC (KAAN) — None
Kansas City Southern{KSU) — Int/Div — Buy
Kansas City Southern{KSU) — Sold — sold
Market Vectors Agribusiness — Int/Div — Buy
Market Vectors Agribusiness — Sold — sold at loss
Market Vectors-Coal ETF (KOL) — Int/Div — Buy
Market Vectors-Coal ETF (KOL) — Sold — sold
Market Vectors Rare ETF Earth ((REMX) — Int/Div — Buy
Market Vectors Rare ETF Earth ((REMX) — Sold — sold at loss
McDonalds Corp (MCD) — Int/Div — Sold — sold
Microsoft Stock (MSFT) — Int/Div
Nike (NKE) — Int/Div — Buy
Nike (NKE) — Sold — sold at loss
Morgan Stanley Mutual Fund (VADBX) (Retirement account) — Int/Div
The Mosaic Company (MOS) — Int/Div — Buy
The Mosaic Company (MOS) — Sold — sold at loss
New Perspective Mutual Fund (ANWPX) — Int/Div
Nordic Amencan Tanker Shipping (NAT) — Int/Div — Sold — sold at loss
Norfork Southern (NSC) — Int/Div — Sold — sold
Nvidia Comp (NVDA) — Int/Div — Sold — sold
OHIO College Advantage 529 plan (ALL oO) — Int/Div — Buy (add'l) — Section VII
OHIO College Advantage 529 plan (ALL oO) — Buy (add'l) — Sectuon VII
Paychex (PAYX) — Int/Div — Buy
Paychex (PAYX) — Sold (part) — Sold
Polo Ralph Lauren (RL) — Int/Div — Sold — sold
Polo Ralph Lauren (RL) — Int/Div — Buy
Powershares DB ETF Agric (DBA) — Int/Div — Buy
Powershares DB ETF Agric (DBA) — Sold — sold at loss
Power Shares High Yield Corp Bond (PHB) — Int/Div — Buy
Power Shares High Yield Corp Bond (PHB) — Sold — sold at loss
Powershares Preferred Portfolia ET (PGX) — Int/Div — Sold — sold
Powershares Fincl Pro Prt 1F (PGF) — Int/Div — Sold — sold
Powershares S&P ETF Small Cap (PSCE) — Int/Div — Buy
Powershares S&P ETF Small Cap (PSCE) — Sold (part) — sold at loss
Powershares Dynamitic Energy (PX) — Int/Div — Buy
Powershares Dynamitic Energy (PX) — Sold (part) — Sold at loss
Pre Paid Legal Services Stock (PPD) — None — Sold — sold
Rydex ETF S&P $00 Equal Weight (RSP) — Int/Div — Buy — Sec VII Re 2010
Rydex ETF S&P $00 Equal Weight (RSP) — Sold (part) — sold.
Rydex S&P Pure Gr Mid Cap ETF (RFG) — Int/Div — Buy
Rydex S&P Pure Gr Mid Cap ETF (RFG) — Sold (part) — sold at loss
Rydex S&P Small Cap ETF (RZG) — Int/Div — Buy
Rydex S&P Small Cap ETF (RZG) — Sold (part) — Sold at loss
SPDR S&P Emerging Europe (GUR) — Int/Div — Buy
SPDR S&P Emerging Europe (GUR) — Sold — sold at loss
SPDR Indes S&P Russia ETF (RBL) — Int/Div — Buy
SPDR Indes S&P Russia ETF (RBL) — Sold — sold at loss
Tenet Health Care Stock (THC) — None — Buy (add'l)
Tractor Supply (TSCO) — Int/Div — Buy
Tractor Supply (TSCO) — Sold — sold
Vanguard MSC1 Emerging Markets ETF (VWO) — Int/Div — Buy — Sec. VII Re 2010
Wal Mart Stock (WMT) — Int/Div
Wells Fargo Stock (WFC) — Int/Div
Western District Warehouse Stock — Int/Div — market. Restricted stock
172 Interest Taylorsville, KY — Rent
1/2 Interest . Laporte, IN — Rent
Fidelity Mutual Life Ins Co — Interest
Mass Mutual Life Insurance Policies — Int/Div
Peoples Bank Taylorsville Sav Act (Family Cemetary Trust) — Interest
REGIONS BANK CS Trust — Interest
REGIONS Bank, Nashville Checking — Interest
USAA Bank — Interest
Wells Fargo CMA, Checking — Interest
Wells Fargo Sweep Accounts IRA and 60 and 57 Accounts — Interest
Nashville School of Law IRA Invesco S&P SO (VADAX) — Int/Div — Buy — Section VI re adding
Nashville School of Law IRA Van Kamplen EAFE Select 20 — Int/Div — Buy
Co-Trustee Assets listed Part VII line 119, C 8 Trust, Under Will
Co-Trustee Assets listed Part VI line 118, Y P Trust. Trust for Farmly Cemetary
Lecturer in Criminal Law, Nashville School of Law
Adpunct Professor of Law, Vanderbilt University School of Law
Custodian Assets histed Part VI line 81, Uniform Gift to Minors,
Costodian, Education Trust
Custodian *, Education Trust
Custodian *, Education Trust
Custodian *, Education Trust
Custodian *, Education Trust
Custodial *, Education Trust
Agreement — 1222/89 — Nashville School of Law, Agreement to teach a Course on Federal Criminal Law as scheduled
Agreement — 24/5/06 — Vanderbilt University School of Law, Agreement to teach course on Pretrial Litigation
Reimbursement — George Mason University ; Law and Economics Center — October 30-Nov 2011 — Arlington, VA — Economic Theory Seminar — Rimbursment for travel, lodging and meals.
Reimbursement — George Mason University Law and Economics Center — Nov 13-15, 12011 — Arlington, VA — Economic Theory Seminar — Rimbursment for travel, lodging and meals.
Income — 2011 — Income from Flight and Scuba Instruction — SO
Income — 2011 — Teaching Position Nashville School of Law — $6,522.00
Income — 2011 — Teaching Position Vanderbilt School of Law — SS.000.00
Income — 2011 — Tobacco buy out Settletment fund UDSA — S2I81.00
Part VII
Line | Adobe was left off 2010 report. All sold at loss 2011,
Line 45 Guggenheim (RSP) was left of 2010 report
Line 79 80 This includes all funds
as Custodian Part [ lines $-11 in OHIO 529 College Plan. All shares managed by Blackrock
Line 96 Rydex (RSP) was left of 2010 repost
Line 109 Vanguard (VWO) left off 2010 report.
Line 123
Nasshville School of Law IRA left off earlier reports. Value first exceeded $1000 in 2008, income reinvested each year.
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.