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Joseph Michael Barrett - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Joseph Michael Barrett

TN-07

Filed September 9, 2025

View Original Document

Transactions

0

Assets

18

Liabilities

4

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Joseph Michael Barrett
Signed Date: September 6, 2025

Assets

18 assets

401K #1 ⇒ Principal LifeTime Hybrid 2035 Fund, Institutional Class (PHTJX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50,001 - $100,000

Liabilities

4 liabilities

Chase Bank

Revolving Charge Account

Spouse

Amount

$10,000 - $15,000

FirstBank

Mortgage on investment property

Self

401K #1 ⇒ Principal LifeTime Hybrid 2040 Fund, Institutional Class (PLTQX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100,001 - $250,000

401K #2 ⇒ Vanguard Target Retirement 2040 Fund (VFORX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1,001 - $15,000

APT Events LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($15,001 - $50,000)

Value

$100,001 - $250,000

APT Holdings LLC ⇒ Intellectual Property Assets

Intellectual Property & Royalties

SelfIncome: None

Value

$50,001 - $100,000

Back Nine, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Back Nine, LLC ⇒ McLemore Street Property

Real Property

SelfIncome: Rent($5,001 - $15,000)

Value

$250,001 - $500,000

Barrett Thornton Properties, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Barrett Thornton Properties, LLC ⇒ BTP College Street Property

Real Property

SelfIncome: Rent($50,001 - $100,000)

Value

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

Crestview Land Company, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1,001 - $15,000

Crestview Land Company, LLC ⇒ Crestview Tract 2

Real Property

SelfIncome: None

Value

$250,001 - $500,000

Crestview Land Company, LLC ⇒ Crestview Tract 3

Real Property

SelfIncome: None

Value

$250,001 - $500,000

Crestview Land Company, LLC ⇒ Crestview Tract 4

Real Property

SelfIncome: None

Value

$250,001 - $500,000

Dickson County Family YMCA Promissory Note

Debts Owed to the Filer

SelfIncome: Rent($2,501 - $5,000)

Value

$50,001 - $100,000

Dickson Title, LLC/Ramsey Thornton Barrett Osborn, PLC (50% Interest)

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($100,001 - $1,000,000)

Value

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

DT Properties ⇒ DTP College St. Property

Real Property

SelfIncome: Rent($5,001 - $15,000)

Value

$100,001 - $250,000

Riversource Multi-Index Universal Life Insurance Policy

Whole/Universal Insurance

SelfIncome: None

Value

$100,001 - $250,000

Savings Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1,001 - $15,000

Amount

$50,001 - $100,000

Traditions First Bank

Mortgage on investment property

Self

Amount

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

Tristar Bank

Mortgage on investment property

Self

Amount

$100,001 - $250,000