Annual financial disclosure for 2013, filed May 14, 2013. Includes 48 assets and 3 liabilities.
| Asset | Value |
|---|---|
| $1,000,001 - $5,000,000 | |
| $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| Ulster Bank of Scotland | mortgage | $500,001 - $1,000,000 |
| Fifth Third Bank | mortgage | $250,001 - $500,000 |
| Fifth Third Bank | other |
Northwestern Mutual Annuity | $100,001 - $250,000 |
Penn Mutual Insurance policy | $50,001 - $100,000 |
PNC Checking account | $1,001 - $15,000 |
Fifth Third Bank Checking account | $100,001 - $250,000 |
Republic Bank checking account | $50,001 - $100,000 |
Rental property Doohag, Ireland | $100,001 - $250,000 |
Samuel Klein Trust | N/A |
Sonny's Barbeque Orlando, FL, US | $5,000,001 - $25,000,000 |
Federated Treasury Obligations Fund Institutional Shares | $15,001 - $50,000 |
Oppenheimer International Bond Fund | $15,001 - $50,000 |
T Rowe High Yield Fund | $50,001 - $100,000 |
Pimco Real Return Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Touchstone Small Cap Core Fund | $15,001 - $50,000 |
Europacific Growth Fund | $50,001 - $100,000 |
| $500,001 - $1,000,000 |
