Annual financial disclosure for 2008, filed July 16, 2008. Includes 38 assets and 2 liabilities.
| Asset | Value |
|---|---|
25% interest in ZLDP, a Colorado LLC Evanston, US | $15,001 - $50,000 |
Colorado Pera | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| MBNA | credit card | $10,001 - $15,000 |
| US Bank | credit card | $15,001 - $50,000 |
ICE Energy Inc Stock Options |
| N/A |
| $100,001 - $250,000 |
| $1,001 - $15,000 |
1992 Grandchildren Tr U/A 5/3/93 Arvest Bank Money Market | $15,001 - $50,000 |
| N/A |
| $100,001 - $250,000 |
1992 Grandchildren Tr U/A 5/3/93 Tamarack Money Market | $1,001 - $15,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
L.P., Inc owning interest in Elk Petroleum, LLC | $100,001 - $250,000 |
L.P., Inc owning interest in Elk Petroleum, LLC working interest in Otis Texas Otis, Texas, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Tamarack Money Market | $1,001 - $15,000 |
AP, Inc. owning Tamarack Midstream Corp Stock | $1,001 - $15,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Longleaf Partners Small Cap | $1 - $1,000 |
Lord Abbett Mid Cap Value A | $50,001 - $100,000 |
Maxim Aggressive Profile II | $50,001 - $100,000 |
Maxim T. Rowe Price Equity Income | $15,001 - $50,000 |
Oppenheimer Capital Appreciation A | $15,001 - $50,000 |
J.L. Partnership owning Reserve Loan managed Resource Bank Acct. (Not self-directed) | $15,001 - $50,000 |
J.L. Partnership owning Nord Leasing, LLC | $1,001 - $15,000 |
J.L. Partnership owning Nord Leasing, LLC Colorado and Texas, US | $1 - $1,000 |
SJL Partnership owning Storage Properties Texas Texas, US | $1,001 - $15,000 |
JL Partnership owning Secure Care Properties Oklahoma, US; Texas, US | $1,001 - $15,000 |
Public Storage Steering Partners Managed | $50,001 - $100,000 |
STI Classic Small Cap Growth Fund | $15,001 - $50,000 |
T. Rowe Price Equity Income | $1 - $1,000 |
Toray Fund | $100,001 - $250,000 |
Tweedy Browne Global Value | $1 - $1,000 |
Vanguard 500 Index | $100,001 - $250,000 |
Weitz Value Fund | N/A |