Annual financial disclosure for 2011, filed May 16, 2011. Includes 52 assets.
| Asset | Value |
|---|---|
2319 Woodmont Blvd. Nashville, TN, US | $500,001 - $1,000,000 |
Adams Properties | $100,001 - $250,000 |
Asurion Technology Company Naperville, IL, US |
| $100,001 - $250,000 |
| $1 - $1,000 |
| $100,001 - $250,000 |
| $5,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Congressional Federal Credit Union Accounts | $15,001 - $50,000 |
Cumberland Land Co. Franklin, KY and Nashville, TN, US | $1,000,001 - $5,000,000 |
| $1,001 - $15,000 |
Federated GNMA Institutional Fund | $1,001 - $15,000 |
Fidelity Contra Fund | $15,001 - $50,000 |
Fidelity Growth and Income Fund | $15,001 - $50,000 |
Fidelity Municipal Money Market Fund | $15,001 - $50,000 |
| N/A |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Hamilton Fairfax, LLC Nashville, TN, US | $100,001 - $250,000 |
Harpeth Green Properties, LLC, Brentwood TN (Holds office warehouse property, Facilities, LLC and Heritage Properties, LLC) Brentwood, TN, US | $100,001 - $250,000 |
Helios Strategic Mortgage Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
Northern Trust Inst. Govt Portfolio | $100,001 - $250,000 |
Northwestern Mutual Adjustable Comp Life Policy | $100,001 - $250,000 |
| $15,001 - $50,000 |
PLC Properties, Brentwood, TN and warehouse at 5557 Hwy 31, Franklin TN Brentwood, TN, US; Franklin, TN, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Sun Trust Accounts | $100,001 - $250,000 |
| $15,001 - $50,000 |
Thoma Cressey Friends Fund VI LP (IRA) | $50,001 - $100,000 |
Thoma Cressey Friends Fund VII LP (IRA) | $100,001 - $250,000 |
TIAA CREF Stock | $50,001 - $100,000 |
TIAA Traditional | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Wells Fargo Money Market and Cash Deposits | $500,001 - $1,000,000 |
Lots at 756 Madison Street Shelbyville, TN, US | $665,400 - $665,400 |
Lot on Holland Street Shelbyville, TN, US | $43,300 - $43,300 |
Lot on Depot Street Shelbyville, TN, US | $35,500 - $35,500 |
Lots at 319, 401, 409, and 414 East Lane Street and 410 Deery Street Shelbyville, TN, US | $252,200 - $252,200 |
Farm at 497 Shofner Bridge Road (463 acres) Shelbyville, TN, US | $447,200 - $447,200 |
Field on Thompson Creek Road (80 acres) Shelbyville, TN, US | $30,300 - $30,300 |
Kentucky Farms (Tweedy and Floyd Farms; Utley Farms; Mueth and Brahm Farms; Klondike Farm) Smith Mills, KY (near Henderson, KY), US | $1,600,000 - $1,600,000 |
Park Center Partnership I Brentwood, TN, US | N/A |
Park Center Partnership II Brentwood, TN, US | N/A |
Grassmere Five LLC Nashville, TN, US | N/A |
