Annual financial disclosure for 2009, filed June 24, 2009. Includes 19 assets and 3 liabilities.
| Asset | Value |
|---|---|
Frost Bank Fort Worth, TX, US | $15,001 - $50,000 |
Commercial Real Estate Management, LLP | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Liberty Bank, Liberty, TX | business loan | $250,001 - $500,000 |
| Frost Bank, Liberty, TX | mortgage | $100,001 - $250,000 |
| Advantage and Citibank Mastercard | credit card |
Jones Street Investments, Inc Fort Worth, TX 76104, US |
| $500,001 - $1,000,000 |
Northern Mutual Retirement Fund | $15,001 - $50,000 |
Davis New York Venture (Retirement) | $1,001 - $15,000 |
Dreyfus Midcap Index Fund (Retirement) | $1,001 - $15,000 |
American Funds Investment Company of America (Retirement) | $1,001 - $15,000 |
Lord Abbett Development (Retirement) | $1,001 - $15,000 |
American Funds International Equity Fund (Retirement) | $1,001 - $15,000 |
Invesco Equity and Income Fund (Retirement) | $1,001 - $15,000 |
American Funds Capital World Growth and Income Fund (Retirement) | $1,001 - $15,000 |
White Oak Growth Stock Fund (Retirement) | $1,001 - $15,000 |
Calvert Equity Trust (Retirement) | $1,001 - $15,000 |
Oppenheimer International Value Fund (Retirement) | $1,001 - $15,000 |
Oppenheimer Real Asset Fund (Retirement) | $1,001 - $15,000 |
Anthracite Capital (Retirement) | $1,001 - $15,000 |
Penngrowth Trust (Retirement) | $1,001 - $15,000 |
| $1,001 - $15,000 |
Note from sale of G&R Insurance Agency to Higginbotham Insurance Agency Fort Worth, TX, US | $100,001 - $250,000 |
| $10,001 - $15,000 |