Annual financial disclosure for 2012, filed May 15, 2012. Includes 50 assets and 3 liabilities.
| Asset | Value |
|---|---|
| N/A | |
| $50,001 - $100,000 |
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Bank, N.A. | mortgage | $250,001 - $500,000 |
| Wells Fargo Bank, N.A. | mortgage | $250,001 - $500,000 |
| Mechanics & Farmers Bank | other |
Ariel Appreciation Fund - IRA (Not Self Directed) | $1,001 - $15,000 |
Ariel Appreciation Fund (Not Self Directed) | $1,001 - $15,000 |
State Street Institutional Strategy Fund | $1,001 - $15,000 |
ARTO International Equity Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
BlackRock MuniHoldings Insured Fund | $15,001 - $50,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Converse Technology Inc. | $1 - $1,000 |
Davis New York Venture Fund - IRA | $1,001 - $15,000 |
Deutsche Bank 6.625% Perp | $1,001 - $15,000 |
| $1,001 - $15,000 |
Eaton Vance Tax Managed | $1,001 - $15,000 |
Eaton Worldwide Healthsciences | $1,001 - $15,000 |
| $1,001 - $15,000 |
High Point NC 3.5% High Point, NC, US | $15,001 - $50,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
1.63 Acres Burke County, North Carolina Burke County, NC, US | $50,001 - $100,000 |
Lot 5/5/17 N. Poplar St., Charlotte, NC (1/2 Interest) Charlotte, NC, US | $50,001 - $100,000 |
| N/A |
Mechanics & Farmers Bank | $1,001 - $15,000 |
| N/A |
NC State Employees Retirement System (not SEIIS) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Nuveen Equity Premium Income Fund | $5,001 - $50,000 |
| $1,001 - $15,000 |
Park Plaza Office LP | $500,001 - $1,000,000 |
| N/A |
Rainier Investment Management Midcap Equity | N/A |
Rydex Sector Rotation Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 |
RS Housing Property Trust | $1,001 - $15,000 |
| $1,001 - $15,000 |
Tocqueville TR Gold Fund - IRA | $1,001 - $15,000 |
Transamerica - IRA (Not Self Directed) | $1,001 - $15,000 |
Wells Fargo | $1,001 - $15,000 |
Wells Fargo | $1,001 - $15,000 |
Wells Fargo - IRA | $15,001 - $50,000 |
Wells Fargo Money Market Account | $15,001 - $50,000 |
Wells Fargo 8% PFD | $50,001 - $100,000 |
Wells Fargo Advantage Funds - IRA | $100,001 - $250,000 |
Wells Fargo Advantage Funds - IRA | $15,001 - $50,000 |
Westside 2000, Ltd (Land Partnership) | $15,001 - $50,000 |
| $15,001 - $50,000 |
