corker disclosure (PDF)




File information


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

This PDF 1.4 document has been generated by / wkhtmltopdf, and has been sent on pdf-archive.com on 15/12/2017 at 22:04, from IP address 66.44.x.x. The current document download page has been viewed 1508 times.
File size: 112.24 KB (13 pages).
Privacy: public file
















File preview


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,

--

--






Download corker disclosure



corker disclosure.pdf (PDF, 112.24 KB)


Download PDF







Share this file on social networks



     





Link to this page



Permanent link

Use the permanent link to the download page to share your document on Facebook, Twitter, LinkedIn, or directly with a contact by e-Mail, Messenger, Whatsapp, Line..




Short link

Use the short link to share your document on Twitter or by text message (SMS)




HTML Code

Copy the following HTML code to share your document on a Website or Blog




QR Code to this page


QR Code link to PDF file corker disclosure.pdf






This file has been shared publicly by a user of PDF Archive.
Document ID: 0000709159.
Report illicit content