Annual financial disclosure for 2013, filed July 21, 2014. Includes 137 assets and 2 liabilities.
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
Alternative Investment Management, LLC New York, NY, US | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
American Beacon Small Cap Value Fund | $15,001 - $50,000 |
Vanguard Small Cap Index Fund | $15,001 - $50,000 |
Vanguard Target Retirement 2025 Fund | $50,001 - $100,000 |
Vanguard Target Retirement Income Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
API Efficient Frontier Growth Fund | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Bank of America bank accounts | $250,001 - $500,000 |
BB&T bank accounts | $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
Cantor & Cantor Note Receivable Richmond, VA, US | $50,001 - $100,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
CLM Capital Co. Richmond, VA, US | $50,001 - $100,000 |
CLM Financial Co. Richmond, VA, US | $1 - $1,000 |
CMR, LLC | N/A |
CollegeAmerica American Balanced Fund VA, US | $50,001 - $100,000 |
CollegeAmerica Bond Fund of America VA, US | $15,001 - $50,000 |
CollegeAmerica Capital Income Builder VA, US | $1,001 - $15,000 |
CollegeAmerica Growth Fund of America VA, US | $15,001 - $50,000 |
CollegeAmerica Investment Company of America VA, US | $1,001 - $15,000 |
CollegeAmerica New Perspective Fund VA, US | $15,001 - $50,000 |
CollegeAmerica Short-Term Bond Fund of America VA, US | $1,001 - $15,000 |
CollegeAmerica Washington Mutual Investors Fund VA, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Davenport IRA - Federated Prime Cash Trust Fund | $1,001 - $15,000 |
Davenport IRA | $1,001 - $15,000 |
| N/A |
Williamsburgh Davenport Equity Opportunities Fund (Davenport IRA) | $100,001 - $250,000 |
Media General Inc. Deferred Stock Units (Director's Deferred Compensation Plan) | $500,001 - $1,000,000 |
Universal Corporation Restricted Stock Units (Director's Deferred Compensation Plan) | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,000,001 - $5,000,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
PIMCO Investment Grade Corp Bond (Emigrant Incentive Savings Plan) | $1,001 - $15,000 |
Vanguard Interm-Term Bond Index (Emigrant Incentive Savings Plan) | $1,001 - $15,000 |
Vanguard Short-Term Treasury (Emigrant Incentive Savings Plan) | $15,001 - $50,000 |
Fidelity Cash Account | $15,001 - $50,000 |
First Eagle Global Fund | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Goldman Sachs Bank USA | $50,001 - $100,000 |
Goldman Sachs Financial Square Money Market Fund | $100,001 - $250,000 |
Omega Advisors, Inc. Multi-Market Hedge Fund | $15,001 - $50,000 |
Vanguard TIPS Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Hudson James Group, LLC Richmond, VA, US | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $250,001 - $500,000 |
Raymond James Bank Deposit Program | $15,001 - $50,000 |
Raymond James IRA – Morgan Stanley Emerging Markets Fund, Inc. | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Richmond Resources Hickory Park, LLC Note Receivable Richmond, VA, US | $500,001 - $1,000,000 |
Richmond Resources, Ltd. Note Receivable Richmond, VA, US | $1,000,001 - $5,000,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
SK Holdco, LLC Dallas, TX, US | $250,001 - $500,000 |
SK Holdco, LLC stock options | $100,001 - $250,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Thirteen Capital Associates, LLC New York, NY, US | $250,001 - $500,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Virginia 529 inVEST – Aggressive Portfolio VA, US | $1,001 - $15,000 |
Virginia 529 inVEST – Blue Ridge Portfolio VA, US | $15,001 - $50,000 |
Virginia 529 inVEST – Moderate Portfolio VA, US | $1,001 - $15,000 |
Virginia 529 inVEST – Potomac Portfolio VA, US | $1,001 - $15,000 |
Virginia 529 inVEST – Southside Portfolio VA, US | $15,001 - $50,000 |
Virginia 529 prePAID – Virginia prePAID VA, US | $15,001 - $50,000 |
Virginia Credit Union | $100,001 - $250,000 |
Virginia Retirement System Bond Fund | $15,001 - $50,000 |
Virginia Retirement System Defined Benefit Plans | $100,001 - $250,000 |
Virginia Retirement System Small/Mid Cap Stock Fund | $1,001 - $15,000 |
Virginia Retirement System Stable Value Fund | $1,001 - $15,000 |
Virginia Retirement System - Virginia Retirement System Stock Fund | $15,001 - $50,000 |
Virginia Retirement System - Virginia Retirement System Target Date 2020 Portfolio Fund | $50,001 - $100,000 |
| $15,001 - $50,000 |
Water Tower Associates II, LLC Richmond, VA, US | $50,001 - $100,000 |
Water Tower Associates, LLC Richmond, VA, US | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Emigrant Incentive Savings Plan ⇒ Vanguard GNMA Fund Inv | $1,001 - $15,000 |
Emigrant Incentive Savings Plan ⇒ Vanguard Interm-Term Bond Index | $1,001 - $15,000 |
Emigrant Incentive Savings Plan ⇒ Vanguard Interm-Term Invest-Gr Inv Fund | $1,001 - $15,000 |
Emigrant Incentive Savings Plan ⇒ Vanguard Long-Term Invest-Gr Inv Fund | $1,001 - $15,000 |
Emigrant Incentive Savings Plan ⇒ Vanguard Short-Term Treasury Fund | $15,001 - $50,000 |
Goldman Sachs 401K ⇒ Goldman Sachs Dwight Asset Management Stable Value SMA | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Alternative Investment Management, LLC US | N/A |
Alternative Investment Management, LLC 401K | N/A |
CollegeAmerica VA | N/A |
Davenport IRA | N/A |
Director's Deferred Compensation Plan US | N/A |
Emigrant Incentive Savings Plan | N/A |
Goldman Sachs 401K | N/A |
Raymond James IRA | N/A |
Virginia 529 inVEST VA | N/A |
Virginia 529 prePAID VA | N/A |
Virginia Retirement System | N/A |