Annual financial disclosure for 2009, filed May 15, 2009. Includes 47 assets.
| Asset | Value |
|---|---|
BB&T Large Company Value A Mutual Fund | $50,001 - $100,000 |
BB&T Mid Cap Growth A Mutual Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
BB&T Mid Cap Value A Mutual Fund | $1,001 - $15,000 |
BB&T Mid Cap Value B Mutual Fund | $15,001 - $50,000 |
First NC Intermediate Tax Free Investment Fund | $1,001 - $15,000 |
BB&T Bank Savings Account | $15,001 - $50,000 |
Wright-Pattman Federal Credit Union Savings Account | $15,001 - $50,000 |
Wachovia Cap Asset Management Account | $50,001 - $100,000 |
Federated Bond Mutual Fund | $15,001 - $50,000 |
Federated Bond Large Cap Growth Fund | $1,001 - $15,000 |
Federated American Leaders Mutual Fund | $1,001 - $15,000 |
Bank of America Checking Account | $15,001 - $50,000 |
Bank of North Carolina Stock | $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $15,001 - $50,000 |
MassMutual Insurance Flex Extra Quality | $50,001 - $100,000 |
MassMutual Insurance Transitions Annuity | $15,001 - $50,000 |
Phoenix Life Insurance Annuity | $50,001 - $100,000 |
State Employees Credit Union Savings Account | $1,001 - $15,000 |
BB&T Cash Management Account | $100,001 - $250,000 |
Merrill Lynch IRA | $15,001 - $50,000 |
78 acre farm Henry County, Virginia, US | $50,001 - $100,000 |
Condo Watauga County, North Carolina, US | $100,001 - $250,000 |
NewBridge Bank Stock | $1,001 - $15,000 |
Van Kampen Equity and Income Fund | $1,001 - $15,000 |
Van Kampen Comstock Mutual Fund | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
OM Financial Life Insurance Annuity | $1,001 - $15,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $15,001 - $50,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
MassMutual Insurance Transitions Select Variable Annuity | $15,001 - $50,000 |
Smith Barney Investment Account | $15,001 - $50,000 |
| $50,001 - $100,000 |
| N/A |
| $50,001 - $100,000 |
Merrill Lynch CMA & IRA | $100,001 - $250,000 |
Legg Mason Partners (in the Merrill Lynch CMA) | N/A |
| N/A |
Savoir Pharmaceuticals (in the Merrill Lynch CMA & IRA) | $1,001 - $15,000 |
State of Maine (in the Merrill Lynch CMA & IRA) Maine, US | $1 - $1,000 |
| $1,001 - $15,000 |
North Carolina Medicare Community Bond North Carolina, US | $1,001 - $15,000 |
Western Carolina University R&D Bond North Carolina, US | $1,001 - $15,000 |
Lock Portfolio | $23,787 - $23,787 |