Annual financial disclosure for 2012, filed June 15, 2012. Includes 51 assets and 4 liabilities.
| Asset | Value |
|---|---|
PNC - Savings | $1,001 - $15,000 |
Chase Bank - Checking | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank | mortgage | $15,001 - $50,000 |
| Chase Bank | mortgage | $15,001 - $50,000 |
| The Arlington Bank | other |
| $1,001 - $15,000 |
Huntington Bank - Savings | $1,001 - $15,000 |
Huntington Bank - Savings | $1,001 - $15,000 |
Arlington Bank - Savings | $1,001 - $15,000 |
Chase Roth IRA | N/A |
JP Morgan US Treasury | $1 - $1,000 |
| $1 - $1,000 |
JP Morgan Chase 401K | N/A |
Common Stock Fund | $15,001 - $50,000 |
S&P 500 Index Fund | $50,001 - $100,000 |
JP Morgan Chase Retirement (Pension) Acct. | $50,001 - $100,000 |
Fidelity Inv. Retirement | N/A |
Dodge & Cox Stock | $1,001 - $15,000 |
Ohio PERS Pension Acct | $50,001 - $100,000 |
Ohio PERS | N/A |
Defined Benefit | $1,001 - $15,000 |
OPERS Bond Index Fund | $5,001 - $15,000 |
OPERS Stock Index Fund | $1,001 - $5,000 |
OPERS Large Cap Index Fund | $15,001 - $50,000 |
OPERS Small Cap Index Fund | $1,001 - $15,000 |
OPERS Non-US Stock Index Fund | $1,001 - $15,000 |
Chiqure (CGM) Morgan Stanley Instl Fund (IRA) | N/A |
Bank Deposit Program | $1 - $1,000 |
Franklin Mutual Fund | $15,001 - $50,000 |
Wells Fargo Mutual Fund | $15,001 - $50,000 |
Zua Silvers Trust | N/A |
1st Amer. Treasury | $1,001 - $15,000 |
Credit Suisse Com Ret | $1,001 - $15,000 |
Nuveen Intermed Tax Free (formerly known as 1st Am. Tx Free) | $15,001 - $50,000 |
Nuveen Short Tax Free (formerly known as 1st Am. Short Tax Free Fund) | N/A |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Farmland in Crawford/Marion County, OH Crawford/Marion County, OH, US | $100,001 - $250,000 |
Qwest Commons Ltd | N/A |
AJ Strives Trust | N/A |
Blackrock Funds | N/A |
Blackrock Liquidity Fund | $1 - $1,000 |
Blackrock Total Return Mutual Fund | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
Real Estate (Ripley, OH) Ripley, OH, US | $5,001 - $15,000 |
Real Estate (Wheeler County, TX) Wheeler County, TX, US | $1,001 - $15,000 |
Am. Equity Inv. Whole Life Cash Value | $1,001 - $15,000 |
American Mutual Whole Life (XX-XXX-504) | $15,000 - $15,000 |
| $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
