Annual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 4 liabilities.
| Asset | Value |
|---|---|
Baron Partners Fund (IRA) | $15,001 - $50,000 |
Federated Kaufmann Fund (IRA) | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| Wells Fargo Bank, N.A. | mortgage | $100,001 - $250,000 |
| Sovereign Bank | mortgage |
Fidelity Cash Reserves (IRA) |
| $1,001 - $15,000 |
Fidelity Contrafund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Discovery Fund (IRA) | $1,001 - $15,000 |
Fidelity Growth Strategies Fund (IRA) | $1,001 - $15,000 |
Franklin Independence Fund (IRA) | $15,001 - $50,000 |
Fidelity Leveraged Co. Stock | $1,001 - $15,000 |
Fidelity Leveraged Co. Stock Fund (IRA) | $50,001 - $100,000 |
Fidelity New Millennium (IRA) | $15,001 - $50,000 |
GS Small Cap Value I (Maxima Long & Aldridge 401(k)) | $100,001 - $250,000 |
GS Small Cap Value I (MS Small Cap Value - Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Hennessy Focus 30 Fund (IRA) (formerly Cap 30 Fund) | $15,001 - $50,000 |
ING MidCap Opportunities Portfolio (Maxima Long & Aldridge 401(k)) | $50,001 - $100,000 |
ING MidCap Opportunities Portfolio (MS Small Cap Value - Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
American Century Capital Growth Fund (McKenna Long & Aldridge 401(k)) | $50,001 - $100,000 |
American Century Capital Growth Fund (McKenna Long & Aldridge Profit Sharing Plan) | $100,001 - $250,000 |
Janus Enterprise Fund (IRA) | $15,001 - $50,000 |
Janus Global Select Fund | $1,001 - $15,000 |
Kinetics Paradigm Fund (IRA) | $15,001 - $50,000 |
Marisco 21st Century Fund (IRA) | $1,001 - $15,000 |
Marina Long & Aldridge LLP Cash Balance Plan | $100,001 - $500,000 |
Public Employees Retirement Association | $1,001 - $15,000 |
Washington DC Condo Washington, DC, US | $500,001 - $1,000,000 |
Wells Fargo Bank West, N.A. | $1,001 - $15,000 |
| $250,001 - $500,000 |
| Columbia Bank | mortgage | $15,001 - $50,000 |