Annual financial disclosure for 2012, filed May 15, 2012. Includes 27 assets and 3 liabilities.
| Asset | Value |
|---|---|
AmeriFunds EuroPacific Growth Fund | $15,001 - $50,000 |
American Beacon Large Cap Value Fund | $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Regions Bank | personal loan | $10,001 - $15,000 |
| Arthur M. Britton | mortgage | $250,001 - $500,000 |
| Regions Bank | mortgage |
| $1,001 - $15,000 |
American Funds Growth Fund | $50,000 - $100,000 |
Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Cash held in trust | $1 - $1,000 |
Cash held in trust | $1,001 - $15,000 |
Cash, Sterne Agee IRA (rolled over from City of Montgomery, Alabama pension) | $1,001 - $15,000 |
Columbia Large Cap Index Fund | $15,001 - $50,000 |
Columbia Small Cap Growth I Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Hanceville Road Farm LLC Hanceville, Alabama, US | $100,001 - $250,000 |
Harbor International Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Mainstay Funds Trust Growth Equity Fund Class A | $1,001 - $15,000 |
Managed Fund Portfolio Equity Fund Class A (Managed by Welch Investments) | $15,001 - $50,000 |
Stable Value (Wells Galliard) | $15,001 - $50,000 |
Sterne Agee, Inc. Account | $1,001 - $15,000 |
T. Rowe Price Mid-Cap Growth Fund | $15,001 - $50,000 |
Thrift Savings Plan | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1 - $1,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Wells Fargo bank account | $15,001 - $50,000 |
| $50,001 - $100,000 |