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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,
--
--
corker disclosure.pdf (PDF, 112.24 KB)
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