Annual financial disclosure for 2009, filed May 15, 2009. Includes 49 assets and 3 liabilities.
| Asset | Value |
|---|---|
Alarion Bank Stock | $1,001 - $15,000 |
| $15,000 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase Bank, NA, Florence, SC | mortgage | $50,001 - $100,000 |
| Bank of America Mortgage | mortgage | $100,001 - $250,000 |
| Regions Mortgage, Hattiesburg, MS (formerly reported as Dovenmuehle Mortgage, Inc.) | mortgage |
Bank of America Checking Account | $1,001 - $15,000 |
CD Alarion Bank | $15,000 - $15,000 |
Congress Federal Credit Union Checking Account | $1,001 - $15,000 |
First Silver Springs, Inc (Cash, other receivables, investments and debt) Silver Springs, FL, US | $50,001 - $100,000 |
Florida Retirement System (Note: 2008 debt) | $50,001 - $100,000 |
Grantham University Common Stock | $15,001 - $50,000 |
| $1 - $1,000 |
ING Retirement Savings Account | $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
Morgan Stanley IRA Dividend Growth Securities A Mutual Fund | N/A |
Morgan Stanley IRA Focus Growth Fund A | N/A |
Morgan Stanley IRA Global Dividend Growth Sec A Mutual Fund | N/A |
Morgan Stanley IRA Liquid Assets Fund (Closed) | N/A |
Morgan Stanley IRA US Growth Fund A Mutual Securities Tr A | N/A |
Morgan Stanley IRA Utilities Fund | N/A |
MSDW Liquid Asset Fund (Account Closed) | N/A |
Bank of America Joint Checking Account | $1,001 - $15,000 |
Rental Building (Marina Towers) Alexandria, VA, US | $250,001 - $500,000 |
Rental Building (Marina Towers) Alexandria, VA, US | N/A |
Rental Building (Matanzas Cut Subdivision) St. Augustine, FL, US | $1,000,001 - $5,000,000 |
Rental Building (Matanzas Cut Subdivision) St. Augustine, FL, US | N/A |
Gateway Townhouse Alexandria, VA, US | $500,001 - $1,000,000 |
Rental Office Building 2950 NE 55th Ave Silver Springs, FL, US | $100,001 - $250,000 |
Rental Office Building 2950 NE 55th Ave Silver Springs, FL, US | N/A |
Rental Restaurant 5545 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. Monticello, FL, US | $15,001 - $50,000 |
Stearns House, Inc. Silver Springs, FL, US | N/A |
T Rowe Price Emerging Markets Bond | N/A |
T Rowe Price Emerging Markets Bond | $1,001 - $15,000 |
T Rowe Price Equity Index | $1,001 - $15,000 |
T Rowe Price High Yield | $1,001 - $15,000 |
T Rowe Price High Yield | N/A |
T Rowe Price Media & Telecom | $1,001 - $15,000 |
T Rowe Price New Horizons | N/A |
T Rowe Price New Horizons | $1,001 - $15,000 |
T Rowe Price Science & Tech | $1 - $1,000 |
T Rowe Price SEP IRA Summit Cash Reserves | $15,001 - $50,000 |
T Rowe Price Spectrum Income | $1,001 - $15,000 |
T Rowe Price Spectrum Income | N/A |
T Rowe Price Spectrum International | N/A |
T Rowe Price Summit Cash Reserves | $50,001 - $100,000 |
T Rowe Price Summit Cash Reserves (Non Retirement Assets) | $100,001 - $250,000 |
T Rowe Price Summit Cash Reserves | $15,001 - $50,000 |
T Rowe Price Summit Cash Reserves IRA | $15,001 - $50,000 |
USAA Subscribers Savings Account | $1,001 - $15,000 |
| $250,001 - $500,000 |