Annual financial disclosure for 2008, filed June 20, 2008. Includes 17 assets and 3 liabilities.
| Asset | Value |
|---|---|
Frost Bank Fort Worth, TX, US | $15,001 - $50,000 |
Granger Real Estate Investments (4702, 4704, 4706, and 4708 Altamesa Blvd Kenley) Fort Worth, TX, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Frost Bank, Fort Worth, TX | business loan | $250,001 - $500,000 |
| Frost Bank, Fort Worth, TX | business loan | $100,001 - $250,000 |
| Advantage and Citibank Mastercard | credit card |
Jones Street Investment Inc Fort Worth, TX, US | $500,001 - $1,000,000 |
Massachusetts Mutual Retirement Fund | $50,001 - $100,000 |
Davis New York Venture Fund | $1,001 - $15,000 |
Virtus Midcap Index Fund | $1,001 - $15,000 |
Longleaf Partners Fund | $1,001 - $15,000 |
Managers International Equity Fund | $1,001 - $15,000 |
American Funds Fundamental Investors | $1,001 - $15,000 |
Royce Total Return | $1,001 - $15,000 |
White Oak Growth Stock | $1,001 - $15,000 |
Huguenot Royalty Trust | $1,001 - $15,000 |
ING International Value Fund | $1,001 - $15,000 |
Oppenheimer Real Asset | $1,001 - $15,000 |
| $15,001 - $50,000 |
PennGrowth Trust | $15,001 - $50,000 |
Note Receivable for Sale of Car Insurance Agency to HUB International Group Fort Worth, TX, US | $100,001 - $250,000 |
| $10,001 - $15,000 |