Annual financial disclosure for 2013, filed May 8, 2013. Includes 49 assets and 1 liabilities.
| Asset | Value |
|---|---|
Citibank NA South Dakota Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Coop, Inc. | mortgage | $250,001 - $500,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Baldwin County, AL Board of Ed Bond 11/6/08 Baldwin County, AL, US | $50,001 - $100,000 |
Total Equipment Finance Corp of Louisiana Bonds Louisiana, US | $15,000 - $15,000 |
Huntsville Redstone Village Bonds | $1,001 - $15,000 |
Royce Global Value Fund | $50,001 - $100,000 |
Baldwin County, AL Board of Ed Bond 2/9/10 Baldwin County, AL, US | $1,001 - $15,000 |
Morgan Stanley IRA FDIC Insured | $50,000 - $100,000 |
Homewood Ala City Brd Ed Spl Tax Sch Warrants Homewood, AL, US | $1,001 - $15,000 |
Tax Sch Warrants | $1,001 - $15,000 |
BB&T Bank USA FDIC Insured | $5,001 - $15,000 |
| $15,001 - $50,000 |
Alpine Asset Investment Corp Stock | $1,001 - $15,000 |
Blackrock Income Trust Stock | $1,001 - $15,000 |
| $15,000 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
San Joaquin Hills CA Transportation Corridor Agency Revenue Tolls San Joaquin Hills, CA, US | $1,001 - $15,000 |
529 College Savings Accounts – Auburn College & Univ. Revenue | $50,001 - $100,000 |
Legg Mason Opportunity Trust Mutual Fund | $1,001 - $15,000 |
Legg Mason Special Investment Trust Mutual Fund | $1,001 - $15,000 |
Royce Fund Mutual Fund | $1,001 - $15,000 |
Dreyfus Money Market | $1,001 - $15,000 |
RS Large Cap Alpha Fund Class A | $15,001 - $50,000 |
TD Bank USA FDIC Insured Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 |
Dreyfus Strategic Municipal Bond Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
Thrivent FDIC Insured Deposit Account | $50,001 - $100,000 |
| $1,001 - $15,000 |
Consolidation Coal Company | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Westervelt Company, LLC | $50,001 - $100,000 |
Duke Capital Corp Bonds | $1,001 - $15,000 |
Olsen Chiropractic | $15,001 - $50,000 |
Retirement Systems of Alabama | $1,001 - $15,000 |
Retirement Systems of Alabama | $15,001 - $50,000 |
America First Federal Credit Union Savings Account | $50,001 - $100,000 |
