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Title: eFD: Annual Report for 2016 - Corker, Robert P

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United States Senate

Financial Disclosures
Annual Report for Calendar 2016
The Honorable Robert P Corker Jr. (Corker, Bob)
 Filed 08/11/2017 @ 6:25 PM

The following statements were checked before filing:
I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief.
I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this
report.
I omitted assets because they meet the three-part test for exemption.

Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria
Did any individual or organization pay you or your spouse more than $200 or donate any amount to a charity on your behalf,
for an article, speech, or appearance? No

Part 2. Earned and Non-Investment Income
Did you or your spouse have reportable earned income or non-investment income? Yes
#

Who Was Paid

Type

Who Paid

Amount Paid

1

Self

Pension

City of Chattanooga

$16,701.00

Chattanooga, TN

Part 3. Assets
Did you, your spouse, or dependent child own any asset worth more than $1000, have a deposit account with a balance over
$5,000, or receive income of more than $200 from an asset? Yes
Asset
1

Asset Type

Corker Development

Corporate Securities

Corporation

Non-Public Stock

Company: Corker
Development Corporation
(Chattanooga,
TN) Description: Partnership
interest in commercial real
estate holdings and
receivables

Owner
Self

Value

Income Type

Income

$500,001 -

Rent/Royalties,

$5,001 -

$1,000,000

Interest,

$15,000

receivables
2

Asset
Corker Properties X, L.P.

Asset Type
Business Entity

Company: Corker Properties
X, L.P. (Chattanooga,
TN) Description: Rental Real

Limited Partnership

Owner
Self

Value

Income Type

Income

(LP)

Estate
2.1

The Volunteer Buidling

Real Estate

Description: 832 Georgia

Commercial

Self

$5,000,001 -

Rent/Royalties,

$25,000,000

$1,000,001 $5,000,000

Avenue (Chattanooga,
TN) Filer comment: This
property's value includes the
commercial building, side
lots, parking garage, and
rear parking lot.
2.2

Raymond James - Wealth

Bank Deposit

Self

Preservation Advisors

$100,001 -

Interest,

$250,000

less than

(Chattanooga, TN)
Type: Checking,
2.3

None (or

$201)

Sweetgreen - Preferred

Corporate Securities

Stock

Non-Public Stock

Self

$50,001 -

Dividends,

None (or

$100,000

Capital Gains,

less than

Company: Sweetgreen
(Washington,

$201)

D.C.) Description: Fast
Casual Restaurant
2.4

Goodhew, LLC

Business Entity

Company: Goodhew, LLC
(Chattanooga,

Limited Liability
Company (LLC)

Self

$100,001 -

Other,

$250,000

(Business K1

Other

Income)

$48,830.00

Dividends,

$5,001 -

TN) Description: Apparel
Manufactorer (socks)
3

Cumberland Trust and

Corporate Securities

Investment Company

Non-Public Stock

Self

$15,001 $50,000

$15,000

Company: Cumberland
Trust and Investment
Company (Nashville,
TN) Description: Trust
Services
4

5

Whole Life Insurance

Life Insurance

Provider: Northwestern
Mutual

Whole

City of Chattanooga, TN

Retirement Plans

Pension Plan

Defined Benefit
Pension Plan

Self

$50,001 -

Dividends,

$100,000

Self

$100,001 $250,000

$1,001 $2,500

None,

None (or
less than
$201)

$201)
6

6.1

Asset
Raymond James - Wealth

Asset Type
Brokerage/Managed

Preservation Advisors

Account

Raymond James - Wealth

Bank Deposit

Owner
Self

Self

Preservation Advisors

Value

$5,000,001 -

Income Type

Interest,

$25,000,000

Income

$5,001 $15,000

(Chattanooga, TN)
Type: Brokerage Sweep
Account,
6.2

6.3

DIA - SPDR Dow Jones

Mutual Funds

Industrial Average ETF

Exchange Traded
Funds/Notes

OAS - Oasis Petroleum

Corporate Securities

Inc.

Stock

Self

None (or

Dividends,

less than

$1,001 $2,500

$1,001)
Self

None (or

Capital Gains,

less than

$50,001 $100,000

$1,001)
6.4

WLL - Whiting Petroleum

Corporate Securities

Corporation

Stock

Self

None (or

Capital Gains,

less than

$15,001 $50,000

$1,001)
6.5

6.6

7

7.1

UCO - ProShares Ultra

Mutual Funds

Bloomberg Crude Oil

Exchange Traded
Funds/Notes

XLE - Energy Select Sector

Mutual Funds

SPDR® ETF

Exchange Traded
Funds/Notes

Raymond James - Wealth

Retirement Plans

Preservation Advisors

IRA

ABRYX - Invesco

Mutual Funds

Balanced-Risk Allc Y

Mutual Fund

Self

Self

None (or

Excepted

$1,000,001 -

less than

Investment

$5,000,000

$1,001)

Fund,

None (or

Excepted

$15,001 -

less than

Investment

$50,000

$1,001)

Fund,

$1,001 -

Dividends,

$201 -

$15,000

Capital Gains,

$1,000

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than

Spouse

Spouse

(NASDAQ)
7.2

BREFX - Baron Real Estate

Mutual Funds

Retail (NASDAQ)

Mutual Fund

Spouse

$201)
7.3

CDOZX - Columbia

Mutual Funds

Dividend Opportunity Z

Mutual Fund

Spouse

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than

(NASDAQ)
Asset
7.4

7.5

Asset Type

OAKIX - Oakmark

Mutual Funds

International I (NASDAQ)

Mutual Fund

HWIAX - Hotchkis & Wiley

Mutual Funds

Capital Income A

Mutual Fund

Owner
Spouse

Spouse

Value

Income Type

$1,001 -

Dividends,

$201 -

$15,000

Capital Gains,

$1,000

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than

(NASDAQ)
7.6

7.7

$201)

WHIAX - Ivy High Income A

Mutual Funds

(NASDAQ)

Mutual Fund

NEFFX - American Funds

Mutual Funds

New Economy F2

Mutual Fund

Spouse

$1,001 -

Dividends,

$15,000
Spouse

$201 $1,000

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than

(NASDAQ)
7.8

$201)
Income

$201)

OOSYX - Oppenheimer

Mutual Funds

Senior Floating Rate Y

Mutual Fund

Spouse

$1,001 -

Dividends,

$15,000

$201 $1,000

(NASDAQ)
7.9

PMCPX - Principal MidCap

Mutual Funds

P (NASDAQ)

Mutual Fund

Spouse

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than
$201)

7.10

HDPSX - Hodges Small

Mutual Funds

Cap Retail (NASDAQ)

Mutual Fund

Spouse

$1,001 -

Capital Gains,

$15,000

None (or
less than
$201)

7.11

PNRZX - Prudential

Mutual Funds

Jennison Natural

Mutual Fund

Spouse

$1,001 -

None,

$15,000

less than

Resources Z (NASDAQ)
7.12

None (or

$201)

THOPX - Thompson Bond

Mutual Funds

(NASDAQ)

Mutual Fund

Spouse

$1,001 -

Dividends,

$15,000

None (or
less than
$201)

7.13

QAI - IQ Hedge Multi-

Mutual Funds

Strategy Tracker ETF

Exchange Traded

(NYSEArca)
7.14

$1,001 -

Dividends,

$15,000

Mutual Funds

Futures Strategy N

Mutual Fund

None (or
less than

Funds/Notes

AQMNX - AQR Managed

(NASDAQ)

Spouse

$201)
Spouse

$1,001 -

Dividends,

None (or

$15,000

Capital Gains,

less than
$201)

7.15

Asset
Raymond
James - Wealth

Asset
Type
Bank
Deposit

Owner
Spouse

Income Type
Interest,

Income
None
(or

Preservation Advisors

less than

less than

(Chattanooga, TN)

$1,001)

$201)

Type: Brokerage Sweep
Account,
8

Value(or
None

Pensco IRA

Retirement Plans

Self

IRA
8.1

Pensco

Bank Deposit

Self

(Denver, CO)

$1,001 -

Interest,

$15,000

Type: Brokerage Sweep

less than
$201)

Account,
8.2

Covenant Apartment Fund

Business Entity

VIII, LP

Limited Partnership
(LP)

Company: Covenant
Apartment Fund VIII, LP

None (or

Self

$1,000,001 -

Excepted

None (or

$5,000,000

Investment

less than

Fund,

$201)

None,

None (or

(Nashville,
TN) Description: Commerical
Real Estate/Apartment
Development
9

Minnesota Life - Variable

Life Insurance

Adjustable Life

Variable

Self

Insurance

9.1

Ivy Growth Subaccount

Mutual Funds

Self

Mutual Fund

$100,001 $250,000

less than
$201)

9.2

SFT Advantage Index 500 -

Mutual Funds

Subaccount

Mutual Fund

Self

$50,001 -

None,

$100,000

None (or
less than
$201)

9.3

Ivy VIP International Core -

Mutual Funds

Subaccount

Mutual Fund

Self

$15,001 -

None,

$50,000

None (or
less than
$201)

9.4

SFT Ivy Small Growth

Mutual Funds

Self

Mutual Fund

$15,001 -

None,

$50,000

None (or
less than
$201)

9.5

Ivy VIP Value

Mutual Funds
Mutual Fund

Self

$50,001 $100,000

None,

None (or
less than

Asset
10

Asset Type

NLL Holdings, LLC

Business Entity

Company: NLL, LLC (Dover,
DE) Description: Commercial

Limited Liability
Company (LLC)

Owner
Self

Value
None (or

Income Type
Interest,

less than

$201)
Income
$100,001 $1,000,000

$1,001)

real estate projects Filer
comment: NLL, LLC
dissolved in August 2016
11

Third Floor Grantor Trust

Trust

Self

General (Trust)
11.1

McGowin Park, LLC

Business Entity

Company: McGowin Park,
LLC (Chattanooga,

Limited Liability
Company (LLC)

Self

TN) Description: Commercial
Real Estate Project Filer
comment: Third Floor
Grantor Trust is a 13.73%
member of McGowin Park,
LLC
11.1.1

McGowin Park Shopping

Real Estate

Center

Commercial

Self

$1,000,001 -

Rent/Royalties,

$5,000,000

$100,001 $1,000,000

Description: Interstate 65 &
Highway 90 (Mobile, AL)
11.2

1150, LLC

Business Entity

Company: 1150, LLC
(Chattanooga,

Limited Liability

Self

Company (LLC)

TN) Description: Commercial
Real Estate
11.2.1

1150 Hixson Pike,

Real Estate

Chattanooga, TN 37402

Commercial

Self

$1,000,001 -

Rent/Royalties,

$5,000,000

$100,001 $1,000,000

Description: Commercial
Real Estate (Chattanooga,
TN)
11.2.2

CapitalMark Bank (now

Bank Deposit

Self

Pinnacle Bank)

$50,000

(Chattanooga, TN)

McGowin Park Incentive

Business Entity

Manager, LLC

Limited Liability

Company: McGowin Park
Incentive Manager, LLC
(Chattanooga,

Interest,

None (or
less than
$201)

Type: Checking,
11.3

$15,001 -

Company (LLC)

Self

(Chattanooga,
TN)
Description: Entity
Asset
formed to become a member
of McGowin Park Incentive,

Asset Type

Owner

Value

Income Type

Income

LLC Filer comment: Third
Floor Grantor Trust is a
13.73% member in McGowin
Park Incentive Manager,
LLC
11.3.1

McGowin Park Incentive,

Business Entity

LLC

Limited Liability

Company: McGowin Park
Incentive, LLC

Self

Company (LLC)

(Chattanooga,
TN) Description: Entity to
hold specific assets that
were transferred out of
McGowin Park, LLC Filer
comment: McGowin Park
Incentive Manager, LLC is a
92% owner in McGowin Park
Incentive, LLC
11.3.1.1

City of Mobile Limited

Other Securities

Self

Obligation Project

$1,000,001 -

Other, (Project

$5,000,000

Sales Tax

Other

Revenue)

$108,682.81

Revenue Warrant
Description: Project
Revenue Warrant (Mobile,
AL)
11.3.1.2

Mobile County Limited

Other Securities

Self

Obligation Project

$1,000,001 -

Other, (Project

$5,000,000

Sales Tax

Other

Revenue)

$108,682.81

Interest,

None (or

Revenue Warrant
Description: Project
Revenue Warrant (Mobile,
AL)
11.4

Sun Trust Bank

Bank Deposit

Self

(Chattanooga, TN)

$15,000

Type: Checking,

12

$1,001 -

less than
$201)

Raymond James - Wealth

Retirement Plans

Preservation Advisors

IRA

Self

Traditional IRA

12.1

Raymond James - Wealth
Preservation Advisors
(Chattanooga, TN)

Bank Deposit

Self

$500,001 $1,000,000

Interest,

$201 $1,000

(Chattanooga, TN)
AssetBrokerage Sweep
Type:

Asset Type

Owner

Value

Income Type

Income

Account,
13

Raymond James - Wealth

Bank Deposit

Self

Preservation Advisors

$15,001 -

Interest,

$50,000

less than

(Chattanooga, TN)

$201)

Type: Checking,
14

Raymond James - Wealth

None (or

Bank Deposit

Self

Preservation Advisors

$5,000,001 -

Interest,

$25,000,000

$5,001 $15,000

(Chattanooga, TN)
Type: Brokerage Sweep
Account,
15

Chestnut Development

Business Entity

Partners II, LP

Limited Partnership

Company: Chestnut
Development Partners

Self

$100,001 -

Excepted

$201 -

$250,000

Investment

$1,000

(LP)

Fund,

(Chattanooga,
TN) Description: Commercial
Real Estate Partnership
16

Sun Trust Bank

Bank Deposit

Joint

(Chattanooga, TN)

EP Real Estate Fund III

Investment Fund

Description: Real Estate

Private Equity Fund

Self

less than

$250,001 -

Excepted

None (or

$500,000

Investment

less than

Fund,

$201)

None,

None (or

TN)
Solamere 2016 HoldCo,

Business Entity

LLC

Limited Liability

Company: Solamere Capital

None (or

$201)

Investment Fund (Nashville,

18

Interest,

$100,000

Type: Checking,

17

$50,001 -

Self

Company (LLC)

(Boston,
MA) Description: Private
Equity Investment Company
18.1

APX Parent HoldCo, Inc

Corporate Securities

Company: APX Parent

Non-Public Stock

Self

$1,000,000

HoldCo, Inc (Provo,
UT) Description: Parent

Dorothy Burchfield Butler

Business Entity

Management Company,

Limited Liability
Company (LLC)

LLC

less than
$201)

Company
19

$500,001 -

Spouse

Company: Dorothy
Asset
Burchfield Butler Mgmt Co,

Asset Type

Owner

Value

Income Type

Income

$1,001 -

Rent/Royalties,

None (or

LLC (Sevierville,
TN) Description: Real Estate
Land Management
19.1

Unimproved Land

Real Estate

Description: Unimproved

Unimproved Land

Spouse

$15,000

less than

Land (Sevierville, TN)

Tennessee State Bank

20

$201)
Bank Deposit

Spouse

(Sevierville, TN)

Interest,

$15,000

Type: Checking,

21

$1,001 -

None (or
less than
$201)

Dorothy Burchfield Butler

Business Entity

Family Limited

Limited Partnership
(LP)

Partnership

Spouse

Company: Dorothy
Burchfield Butler Family LP
(Sevierville,
TN) Description: Family
Limited Partnership - Land
21.1

Unimproved Land

Real Estate

Description: Unimproved

Unimproved Land

Spouse

$500,001 -

Rent/Royalties,

$1,000,000

less than

Land (Sevierville, TN)

21.2

Tennessee State Bank

None (or

$201)
Bank Deposit

Spouse

(Sevierville, TN)

$15,001 -

Interest,

$50,000

Type: Checking,

None (or
less than
$201)

Part 4a. Periodic Transaction Report Summary
In this section, electronically filed periodic transaction report (PTR) transactions are displayed for you. Have you filed any
paper-based PTRs in this period? No
Transaction
#

Date

Owner

Ticker

Asset Name

Type

Amount

Comment

1

04/08/2016

Self

OAS

Oasis Petroleum Inc.

Sale

$500,001 -

--

(Full)

$1,000,000

Sale

$500,001 -

(Full)

$1,000,000

Purchase

$250,001 -

2

3

04/08/2016

05/26/2016

Self

Self

WLL

--

Whiting Petroleum Corp.

Solamere 2016 HoldCo,

--

--


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