Annual financial disclosure for 2012, filed May 9, 2012. Includes 23 assets and 8 liabilities.
| Asset | Value |
|---|---|
Greenberg Research Inc. 1101 Connecticut Avenue, NW, Washington, DC 20002, US | $1 - $1,000 |
Greenberg Quinlan Rosner Research Inc. 10 G Street, NE, Washington, DC 20002, US | $25,000,001 - $50,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| TIAA CREF, Carol Stream, IL 60197 | other | $15,001 - $50,000 |
| TIAA CREF, Carol Stream, IL 60197 | other | $10,001 - $15,000 |
| Bank of America, Wilmington, DE 29886 | other |
Citizens Bank - Scholarships | $1,001 - $15,000 |
Chase Home Finance - Escrow | N/A |
Bank of America - Checking | $1,001 - $15,000 |
JH Rmtt Lifecycle 2015 | $50,001 - $100,000 |
Liberty Bank Checking | $1,001 - $15,000 |
Liberty Bank Escrow | $1,001 - $15,000 |
Mass Mutual Whole Life Insurance Policy | $500,001 - $1,000,000 |
ML-Blackrock Global | $1,001 - $15,000 |
ML-Columbia Marsico 21st | $15,001 - $50,000 |
ML-Ivy Asset Strategy | $15,001 - $50,000 |
ML-MMFunds (ISA Discover Bank) | $15,001 - $50,000 |
ML-PIMCO Total Return | $50,001 - $100,000 |
Pacific Life Universal Life Insurance Policy | $50,001 - $100,000 |
Sunrise Assoc LLC Miami, FL, US | $1 - $1,000 |
TIAA CREF Retirement - TIAA Traditional | $15,001 - $50,000 |
TIAA CREF - CREF Stock Retirement | $50,000 - $50,000 |
TIAA CREF - TIAA Traditional | $100,001 - $250,000 |
TIAA CREF - CREF MMF | $1,001 - $15,000 |
TIAA CREF - CREF Stock R4 | $100,001 - $250,000 |
United Bank Checking | $1 - $1,000 |
United Bank Checking | $15,001 - $50,000 |
| $50,001 - $100,000 |
| John Hancock | other | $15,001 - $50,000 |
| Diners Club, Des Moines, IA 50368 | credit card | $15,001 - $50,000 |
| JPMorgan Chase Mortgage, Phoenix, AZ | mortgage | $500,001 - $1,000,000 |
| Middletown, CT | mortgage | $500,001 - $1,000,000 |
| Bank of America, Wilmington, DE | mortgage | $500,001 - $1,000,000 |