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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 - Candidate Report
Submission Method: Electronic
Signed By: Joseph Michael Barrett
Signed Date: September 6, 2025

Assets

18 assets

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

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$50K - $100K

Liabilities

4 liabilities

Chase Bank

Revolving Charge Account

Spouse

Amount

$10K - $15K

FirstBank

Mortgage on investment property

Self

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

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$100K - $250K

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

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

APT Events LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($15K - $50K)

Value

$100K - $250K

APT Holdings LLC ⇒ Intellectual Property Assets

Intellectual Property & Royalties

SelfIncome: None

Value

$50K - $100K

Back Nine, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1K - $15K

Back Nine, LLC ⇒ McLemore Street Property

Real Property

SelfIncome: Rent($5K - $15K)

Value

$250K - $500K

Barrett Thornton Properties, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1K - $15K

Barrett Thornton Properties, LLC ⇒ BTP College Street Property

Real Property

SelfIncome: Rent($50K - $100K)

Value

$1M - $5M

Crestview Land Company, LLC ⇒ Bank Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: None

Value

$1K - $15K

Crestview Land Company, LLC ⇒ Crestview Tract 2

Real Property

SelfIncome: None

Value

$250K - $500K

Crestview Land Company, LLC ⇒ Crestview Tract 3

Real Property

SelfIncome: None

Value

$250K - $500K

Crestview Land Company, LLC ⇒ Crestview Tract 4

Real Property

SelfIncome: None

Value

$250K - $500K

Dickson County Family YMCA Promissory Note

Debts Owed to the Filer

SelfIncome: Rent($2.5K - $5K)

Value

$50K - $100K

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

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Dividends($100K - $1M)

Value

$1M - $5M

DT Properties ⇒ DTP College St. Property

Real Property

SelfIncome: Rent($5K - $15K)

Value

$100K - $250K

Riversource Multi-Index Universal Life Insurance Policy

Whole/Universal Insurance

SelfIncome: None

Value

$100K - $250K

Savings Account

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1 - $200)

Value

$1K - $15K

Amount

$50K - $100K

Traditions First Bank

Mortgage on investment property

Self

Amount

$1M - $5M

Tristar Bank

Mortgage on investment property

Self

Amount

$100K - $250K