Annual financial disclosure for 2011, filed May 13, 2011. Includes 21 assets and 5 liabilities.
| Asset | Value |
|---|---|
Bank of America Checking | $1 - $1,000 |
Chase Home Finance - Escrow | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| TIAA CREF, Coral Gables, IL 60197 | other | $15,001 - $50,000 |
| TIAA CREF, Carol Stream, IL 60197 | other | $10,001 - $15,000 |
| Bank of America, Wilmington, DE 19886 | other |
| $1,001 - $15,000 |
Greenberg Quinlan Rosner Research Inc. Washington, DC, US | $5,000,001 - $25,000,000 |
Greenberg Research Inc. Washington, DC, US | $1 - $1,000 |
JH Frm: Lifecycle 2015 | $500,001 - $1,000,000 |
Mass Mutual Whole Life Insurance Policy | $100,001 - $250,000 |
ML-Blackrock Global | $1,001 - $15,000 |
ML-Columbia Marsico 21st | $15,001 - $50,000 |
ML-Lvly Asset Strategy | $15,001 - $50,000 |
ML-MMFunds | N/A |
ML-MMFunds | $15,001 - $50,000 |
ML-PIMCO Total Return | $15,001 - $50,000 |
Pacific Life Universal Life Insurance Policy | $50,001 - $100,000 |
Regents of UCLA 403B Plan | N/A |
Sun Surveys LLC Olive Miami, FL, US | $1 - $1,000 |
American Retirement TIAA TRADITIONAL | $15,001 - $50,000 |
TIAA CREF: CREF Stock Retirement | $1,001 - $15,000 |
TIAA CREF - TIAA Traditional Retirement; TIAA-CREF Stock Retirement | $100,001 - $250,000 |
United Bank Checking | $15,001 - $50,000 |
United Bank Checking | $1,001 - $15,000 |
| $50,001 - $100,000 |
| John Hancock | other | $15,001 - $50,000 |
| Dimes Club, Des Moines, IA 50368 | credit card | $15,001 - $50,000 |