Annual financial disclosure for 2009, filed June 15, 2009. Includes 25 assets and 9 liabilities.
| Asset | Value |
|---|---|
31,225 sh Enviance Corp. Options | $1,001 - $15,000 |
EGR Industries, Inc. | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citi Cards | other | $15,001 - $50,000 |
| Chase Home Finance LLC, Columbus, OH | mortgage | $250,001 - $500,000 |
| American Express | other |
| $500,000 - $500,000 |
Fifth Third Securities Account / Wachovia Securities Account (See Attachment #1) | $500,001 - $1,000,000 |
Morgan Stanley Access #1 | $1,000,001 - $5,000,000 |
Morgan Stanley Access #2 and #3 | $1 - $1,000 |
Morgan Stanley Access Account (7256) | $50,001 - $100,000 |
Morgan Stanley Access Account (8256) | $250,001 - $500,000 |
Morgan Stanley IRA Account (8256) | $15,001 - $50,000 |
Congressional Federal Credit Union Account | $1 - $1,000 |
Union Federal Savings Bank Limited Partnership - SSB Partners & Park Rental FL, MO, SC, US | $1,001 - $15,000 |
Heirs of Hoot Cambridge 8.0% Interest on Cambridge Partnership - Real Estate WV, US | $1 - $1,000 |
Wachovia Securities SEP IRA | $100,001 - $250,000 |
Portfolio Strategy Fund - Morgan Stanley (Accounts 6398, 6316) | $50,001 - $100,000 |
Spectrum Limited Partnerships Capital Bank NA (Checking Account) | $1,001 - $15,000 |
10 Acres Real Estate - 3533 Hayne, NC (Farm Real Estate) Hayne, NC, US | $250,001 - $500,000 |
City National Bank Remainder Unitrust (5% income interest) (See Attachment #10) | $250,001 - $500,000 |
City National Bank Certificate of Deposit | $5,001 - $15,000 |
5.38% Interest SNI Development Corp Partnership Real Estate Santa, NY, US | $50,001 - $100,000 |
Sampson Co. 22 Acre Tracts - Roseboro, NC - Honeycutt Family Limited Partnership Roseboro, NC, US | $250,001 - $500,000 |
Wachovia Securities IRA (See Attachment #8) | $1,001 - $15,000 |
Federal Home Loan Mortgage Corp Notes | N/A |
Chevron USA Inc Global Notes | N/A |
Cooper Tire & Rubber Company Bonds | N/A |
California State Economic Development Authority Revenue Bonds California, US | N/A |
| $15,001 - $50,000 |
| Bank of America | other | $50,001 - $100,000 |
| Chase #2130 | other | $10,001 - $15,000 |
| Chase #2140 | other | $10,001 - $15,000 |
| Discover | other | $10,001 - $15,000 |
| Sears | other | $10,001 - $15,000 |
| Congressional Federal Credit Union | other | $10,001 - $15,000 |