Annual financial disclosure for 2012, filed May 15, 2012. Includes 35 assets and 4 liabilities.
| Asset | Value |
|---|---|
Alarion Bank Stock | $1,001 - $15,000 |
| $1 - $1,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase Home Finance LLC, Columbus, Ohio | mortgage | $15,001 - $50,000 |
| Bank of America, N.A., Simi Valley, CA | mortgage | $100,001 - $250,000 |
| Regions Mortgage, Hattiesburg, MS | mortgage |
Bank of America Checking Account | $1,001 - $15,000 |
Bank of America Savings | $1,001 - $15,000 |
Congress Federal Credit Union Checking Account | $15,000 - $15,000 |
First River Savings, Inc (100% owned C-Corporation in savings, RE, cash, other marketable securities) | $15,001 - $50,000 |
Florida Retirement System (Vested in 2006) | $250,001 - $500,000 |
Gateway Bank CD | $50,001 - $100,000 |
Grantham University Common Stock | $15,001 - $50,000 |
| $1 - $1,000 |
ING 403(b) Plan: ING Pioneer Equity Income Portfolio - Institutional | N/A |
ING 403(b) Plan: Money Market Portfolio - I | $15,001 - $50,000 |
ING 403(b) Plan: Oppenheimer Developing Markets Fund - A | $15,001 - $50,000 |
ING 403(b) Plan: Wanger | $1,001 - $15,000 |
ING 403(b) Plan: Wells Fargo Advantage Special Small Cap (formerly Evergreen Special Values Fund - A) | N/A |
ING 403(b) Plan: Fixed Plus Account | $1,001 - $15,000 |
ING 403(b) Plan: ING Pioneer High Yield Portfolio - Intermediate | N/A |
ING (403b) Plan - ING Growth Fund of America R4 | $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Regions Bank (Formerly AmSouth) - Joint Checking Account | $1,001 - $15,000 |
Rental Building (Marina Towers) Alexandria, VA, US | $250,001 - $500,000 |
Rental Building (Matanzas Cut Subdivision) St. Augustine, FL, US | $1,000,001 - $5,000,000 |
Rental Building (Old Town Alexandria Warehouse) Alexandria, VA, US | $500,001 - $1,000,000 |
Rental Office: 2950 NE 55th Ave Silver Springs, FL, US | $100,001 - $250,000 |
Rental Restaurant; 5354 E. Silver Springs Blvd Silver Springs, FL, US | $500,001 - $1,000,000 |
Rental Restaurant; 5545 E. Silver Springs Blvd Silver Springs, FL, US | N/A |
Stearns House Inc Silver Springs, FL, US | $15,001 - $50,000 |
Socks Hosiery Inc Silver Springs, FL, US | N/A |
T Rowe Price SEP IRA Summit Cash Reserves | $15,001 - $50,000 |
T Rowe Price Summit Cash Reserves | $100,001 - $250,000 |
T Rowe Price Summit Cash Reserves (Non Retirement) | $50,001 - $100,000 |
T Rowe Price Summit Cash Reserves IRA | $15,001 - $50,000 |
T Rowe Price Summit Cash Reserves IRA | $50,001 - $100,000 |
USAA Subscribers Savings Account | $1,001 - $15,000 |
| $250,001 - $500,000 |
| First Silver Springs, Inc, Ocala, FL | other | $15,001 - $50,000 |