Annual financial disclosure for 2008, filed July 1, 2008. Includes 27 assets and 10 liabilities.
| Asset | Value |
|---|---|
Incentive Stock Options - 31,225 sh Enviance Corp. | $1,001 - $15,000 |
FGR Industrial LLC (ESOP, Bldg & Land) Beckley, WV, US | $250,001 - $500,000 |
| Creditor | Type | Amount |
|---|---|---|
| Citi Cards | other | $15,001 - $50,000 |
| Chase Home Finance LLC., Columbus, OH | mortgage | $250,001 - $500,000 |
| American Express | other |
Property - 2 week peak season timeshare | $1,001 - $15,000 |
Wachovia Securities Account | $1,000,001 - $5,000,000 |
Morgan Stanley Account #4 (Morgan Stanley Access Investing Access) | $100,001 - $250,000 |
Morgan Stanley Access #2 Account | $50,001 - $100,000 |
Morgan Stanley Access #3 Account | $250,001 - $500,000 |
Morgan Stanley IRA Account | $15,001 - $50,000 |
Congressional Federal Credit Union | $1 - $1,000 |
SNI Development Company NY, US | $15,001 - $50,000 |
Cambridge Heights Apartments MS, US | $1 - $1,000 |
SB Partners LLC FL, MO, SC, MN & GA, US | $1,001 - $15,000 |
Wachovia Securities SEP IRA | $100,001 - $250,000 |
Portfolio Strategy Fund LP NY, US | $50,001 - $100,000 |
Morgan Stanley Dean Witter Mount Kisco Account | $15,001 - $50,000 |
Wachovia Bank NA Checking Account | $1,001 - $15,000 |
Marathon Real Estate 3533 Marathon Avenue, Castle Hayne, NC, US | $250,001 - $500,000 |
Nick Joe Rahall Charitable Remainder Unitrust (5%) | $500,001 - $1,000,000 |
First National Bank Certificate of Deposit | $15,001 - $50,000 |
Philippines Republic Bond (11/01/2011) | $17,553 - $17,553 |
United Mexican States 5.125% Bond (08/2013) | $28,699 - $28,699 |
U.S. Treasury Bonds (08/15/2019) | $54,092 - $54,092 |
Morgan Stanley Institutional Fund – Growth | $26,276 - $26,276 |
AllianceBernstein Large Cap Growth Fund | $25,460 - $25,460 |
Baird Mid Cap Fund | $10,580 - $10,580 |
JPMorgan Large Cap Select Fund Class R6 | $18,000 - $18,000 |
Touchstone Growth Fund | $15,060 - $15,060 |
| $15,001 - $50,000 |
| Chase | other | $10,001 - $15,000 |
| Bank of America | other | $15,001 - $50,000 |
| Chase | other | $10,001 - $15,000 |
| Chase | other | $10,001 - $15,000 |
| Discover | other | $10,001 - $15,000 |
| Sears | other | $10,001 - $15,000 |
| Congressional Federal Credit Union | other | $10,001 - $15,000 |
