Annual financial disclosure for 2011, filed May 16, 2011. Includes 63 assets and 5 liabilities.
| Asset | Value |
|---|---|
401(k) Blackrock Fed Funds | $1,001 - $15,000 |
401(k) Blackrock Temp Fund | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Citigroup VISA | credit card |
| $50,001 - $100,000 |
401(k) Emerging Market Equity | $50,001 - $100,000 |
401(k) Morgan Stanley | $1,001 - $15,000 |
401(k) MSCI EAFE Index | $1,001 - $15,000 |
401(k) Russell 3000 Fund | $100,001 - $250,000 |
401(k) S&P 500 Index Fund | $100,001 - $250,000 |
| $1,001 - $15,000 |
401(k) Wellington Large Cap Growth | $100,001 - $250,000 |
Alliance Petroleum | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Citigroup Capital Partners II | $15,001 - $50,000 |
Citigroup Capital Partners I | $50,001 - $100,000 |
Citigroup Employee Fund of Funds | $50,001 - $100,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
Citigroup Venture Capital International Growth Partnership I | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Edgewood Country Club | N/A |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
IRA - Amgen Inc | $1,001 - $15,000 |
IRA - CME Group | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Legg Mason Partners Large Cap Value Fund | $15,001 - $50,000 |
| $1 - $1,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
IRA - Smith Barney Money Fund Retirement Portfolio | $100,001 - $250,000 |
IRA - United Bank | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Middlesburg Fin. Corp | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Real Estate, Lexington, VA Lexington, VA, US | $250,001 - $500,000 |
Royal Dutch Petroleum Co. | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1 - $1,000 |
TRV Employee Fund, L.P. | N/A |
United Bank | $1,001 - $15,000 |
| $1,001 - $15,000 |
Vista Resources | $5,001 - $15,000 |
| $1,001 - $15,000 |
WV Public Employees Retirement System | $1,001 - $15,000 |
| $10,001 - $15,000 |
| United Bank Line of Credit | line of credit | $15,001 - $50,000 |
| US Airways Mastercard | credit card | $10,001 - $15,000 |