Annual financial disclosure for 2012, filed May 15, 2012. Includes 44 assets.
| Asset | Value |
|---|---|
Sterling Select Equity Fund (formerly BB&T) Mutual Fund (formerly BB&T) | $50,001 - $100,000 |
SunTrust Money Market Fund (formerly BB&T) | $50,001 - $100,000 |
Sterling NC Intermediate Tax Free Investment Fund (formerly BB&T) |
| $15,001 - $50,000 |
BB&T Savings Account | $1,001 - $15,000 |
BB&T Savings Account | $15,001 - $50,000 |
Wright Patman Federal Credit Union Savings Account | $50,000 - $100,000 |
Union Savings Account | $15,001 - $50,000 |
Wright Patman Federal Credit Union Asset Management Account | $100,001 - $250,000 |
Federated Bond Value Fund | $1,001 - $15,000 |
Federated Bond MDT Large Cap Value Fund | $15,001 - $50,000 |
Federated Bond Clover Value Fund | $1,001 - $15,000 |
Bank of America Checking Account | $15,001 - $50,000 |
Bank of North Carolina Stock | $50,001 - $100,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra Annuity | $100,001 - $250,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
TransAmerica Insurance Annuity Select Variable | $50,001 - $100,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings Account | $1,001 - $15,000 |
UBS Financial Services Resource Management Account | $500,000 - $1,000,000 |
UBS Financial Services IRA | $15,001 - $50,000 |
78 acre farm Henry County, Virginia, US | $50,001 - $100,000 |
Condo Watauga County, North Carolina, US | $100,001 - $250,000 |
NewBridge Bank Stock | $500,001 - $1,000,000 |
Invesco VanKampen Equity and Income Mutual Fund | $1,001 - $15,000 |
Invesco VanKampen Comstock Mutual Fund | $15,001 - $50,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
West Carolina University R&D Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $1,001 - $15,000 |
Yadkin Valley Financial Corporation Stock | $1 - $1,000 |
American Equity Insurance Annuity | $15,001 - $50,000 |
Allianz Life Insurance Annuity | $50,001 - $100,000 |
Greyus Premier Worldwide Growth Fund | $15,001 - $50,000 |
Morgan Stanley Smith Barney Investment Account | $50,001 - $100,000 |
RS Investments Mutual Fund | $1,001 - $15,000 |
Oppenheimer Developing Markets Mutual Fund | $15,001 - $50,000 |
UBS Wholesale Club (in the Morgan Stanley Smith Barney RMA) | $1,001 - $15,000 |
Morgan Stanley Smith Barney | $15,001 - $50,000 |
Cephalon (in the UBS Financial Services RMA) | N/A |
| N/A |
| N/A |
Oppenheimer Limited Term Municipal Fund | $50,001 - $100,000 |