Annual financial disclosure for 2012, filed May 30, 2012. Includes 142 assets.
| Asset | Value |
|---|---|
Mass Corp Stock | $50,001 - $100,000 |
Wachovia Bank - Checking | $1,001 - $15,000 |
| $15,001 - $50,000 |
Wachovia Bank - Savings (2) | $15,001 - $50,000 |
Sidley Austin Retirement Account | $100,001 - $250,000 |
Harbor Cap Appreciation | $15,001 - $50,000 |
Esty & Associates 401(k) | $500,001 - $1,000,000 |
Invesco Money Market Fund R | $1,001 - $15,000 |
Lincoln Money Guard | $15,001 - $50,000 |
Whole Life Policy | $50,001 - $100,000 |
Lincoln Choice IRA | $100,001 - $250,000 |
Fidelity Contrafund | $1,001 - $15,000 |
LVP SSGA 500 | $1,001 - $15,000 |
FT Sm-Mid Cap | $1,001 - $15,000 |
LVIP TRP MCG | $1,001 - $15,000 |
Del. Emerging Markets | $1,001 - $15,000 |
LVP SSGA Smc | $1,001 - $15,000 |
LVP Am Clb Growth | $1,001 - $15,000 |
LVIP Govt Inc | $1,001 - $15,000 |
Lincoln Choice Plus IRA | N/A |
Fidelity Contrafund | N/A |
LVP SSGA S&P 500 | N/A |
FT SMID Cap | N/A |
KVP TRP Mkt Gr | N/A |
Del Emg Mkt | N/A |
LVP SSGA Em M | N/A |
LVP Am GI Sm C | N/A |
LVP Am GI Gr | N/A |
LVP Gbl Inc. | N/A |
Fidelity Money Market | N/A |
TIAA-CREF Money Market | N/A |
DFI Art Sustain Core Port | N/A |
US Sustain Core Port | N/A |
US Sustain Core Portfolio (DFISX) | N/A |
Esty HE 4 Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty HE 4 Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty HE 4 Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Esty HE 8 Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty HE 8 Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty HE 8 Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Esty Gebhard Trust - Deco Prods Ltd Pship | $100,001 - $250,000 |
Esty Gebhard Trust - Gov Obligations MM | $15,001 - $50,000 |
Esty Gebhard Trust - Vanguard Total Stock Mkt Index | $50,001 - $100,000 |
Yale University TIAA (403b) | $100,001 - $250,000 |
CREF Stock | $50,001 - $100,000 |
CREF Growth | $50,001 - $100,000 |
CREF Equity Index | $50,001 - $100,000 |
CREF Global Equities | $50,001 - $100,000 |
Societe Generale Checking | $15,001 - $50,000 |
Tilden Park Assoc Ltd | $100,001 - $250,000 |
CCP Managers LLC | $15,001 - $50,000 |
Lincoln Choice Plus IRA | $1,001 - $15,000 |
LVIP Am Growth | $1,001 - $15,000 |
LVIP SSGA 500 | $1,001 - $15,000 |
AB Sm Cp Val | $1,001 - $15,000 |
AB Intl Value | $1,001 - $15,000 |
LVIP Am Intl | $1,001 - $15,000 |
AB Glb Them | $1,001 - $15,000 |
LVIP Del DV FL | $1,001 - $15,000 |
LVIP Gbl Inc. | $1,001 - $15,000 |
Lincoln Choice Plus IRA | $1,001 - $15,000 |
LVIP Am Growth | $1,001 - $15,000 |
AB Sm Cp Val | $1,001 - $15,000 |
AB Int'l Val | $1,001 - $15,000 |
LVP Am Inc | $1,001 - $15,000 |
AB Glbl Them | $1,001 - $15,000 |
LVP Del Dy FI | $1,001 - $15,000 |
LVP Gbl Inc | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Schwab MoneyMarket | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Schwab Money Mkt | $1,001 - $15,000 |
Fidelity Blue Chip Growth | $15,001 - $50,000 |
Fidelity Growth & Income | $1,001 - $15,000 |
Fidelity Blue Chip G | $1,001 - $15,000 |
Wells Fargo Checking | $1 - $1,000 |
Wells Fargo Bank Acct. | $1 - $1,000 |
Bank of America Checking | $1 - $1,000 |