Annual financial disclosure for 2012, filed May 15, 2012. Includes 64 assets and 7 liabilities.
| Asset | Value |
|---|---|
Rental Condo - Mass Ave Indianapolis, IN, US | $100,001 - $250,000 |
Indianapolis - 54th Street Indianapolis, IN, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| GMAC | mortgage | $250,001 - $500,000 |
| GMAC (Formerly Chase Bank) | mortgage | $100,001 - $250,000 |
| GMAC | mortgage |
Rental Townhouse Indianapolis, IN, US | $100,001 - $250,000 |
| N/A |
Calamos Cony GR | N/A |
Cash Account | $15,001 - $50,000 |
Columbia Acorn Fund | N/A |
Davis New York Venture Fund | $1,001 - $15,000 |
| N/A |
| N/A |
Growth Fund America CL A | N/A |
Nationwide Americas Markettek | N/A |
| N/A |
Pioneer SER TR 1 | N/A |
IRA - Calamos International Growth Fund | $1,001 - $15,000 |
IRA - Dreyfus Small Company Value Fund | $1,001 - $15,000 |
IRA - First Eagle Global Fund | $1,001 - $15,000 |
IRA - Ivy Asset Strategy Fund | $1,001 - $15,000 |
IRA - Janus Perkins Mid Cap Value Fund | $1,001 - $15,000 |
IRA - Munder Tradewinds Value Fund | $1,001 - $15,000 |
IRA - Oppenheimer International | $1,001 - $15,000 |
IRA - Permanent Portfolio Fund | $1,001 - $15,000 |
IRA - Yacktman Fund Inc | $1,001 - $15,000 |
ROTH IRA - First Eagle Global | $1,001 - $15,000 |
State of Indiana 401(a) Plan - Indiana Fund 2035 Indiana, US | $1,001 - $15,000 |
State of Indiana 401(a) Plan - Indiana Stable Value Fund Indiana, US | $1,001 - $15,000 |
Indiana State Police Pension Plan - Indiana Fund 2035 Indiana, US | $1,001 - $15,000 |
State of Indiana 457 Plan Indiana, US | $1,001 - $15,000 |
Indiana Stable Value Fund Indiana, US | $1,001 - $15,000 |
Indiana Fund 2035 Indiana, US | $1,001 - $15,000 |
401(k) - Eaton Small Cap | $1,001 - $15,000 |
401(k) - Cambiar Small Cap Fund | $1,001 - $15,000 |
401(k) - Mainstay Large Cap Growth | $1,001 - $15,000 |
401(k) - Invesco NWO Large Cap Value | $1,001 - $15,000 |
401(k) - PIMCO Total Return | $1,001 - $15,000 |
401(k) - Virtus Real Estate Securities | $1,001 - $15,000 |
529 College Choice - Inflation Protected Portfolio | $1,001 - $15,000 |
Fifth Third Bank Savings | $50,001 - $100,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
UBS IRA - FMI Large Cap | $1,001 - $15,000 |
UBS IRA - Franklin/Templeton Global Bond Fund | $1,001 - $15,000 |
UBS IRA - iShares Barclays Int'l Credit Bond Fund | $1,001 - $15,000 |
UBS IRA - iShares MSCI Japan Index Fund | $1,001 - $15,000 |
UBS IRA - iShares Russell Top 200 Value Index Fund | $1,001 - $15,000 |
UBS IRA - iShares Russell Top 200 Value Index Fund | $1,001 - $15,000 |
UBS IRA - JPMorgan Disciplined Value Mid Cap Fund | $1,001 - $15,000 |
UBS IRA - JP Morgan Core Bond Fund | $1,001 - $15,000 |
UBS IRA - Liquid Assets Fund | $1,001 - $15,000 |
UBS IRA - Loomis Sayles Investment Grade Bond Fund | $1,001 - $15,000 |
UBS IRA - American Century ICAP International Fund | $1,001 - $15,000 |
UBS IRA - Manning & Napier International Series | $1,001 - $15,000 |
UBS IRA - Oppenheimer International Bond Fund | $1,001 - $15,000 |
UBS IRA - Pimco Total Return Fund | $1,001 - $15,000 |
UBS IRA - Prudential Jennison Mid-Cap Growth Fund | $1,001 - $15,000 |
UBS IRA - Putnam Multi-Cap Growth Fund Class A | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS IRA - Vanguard Intermediate Term Bond Index Fund | $1,001 - $15,000 |
UBS IRA - Vanguard Bond Index Fund Total Bond Market | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS IRA - Virtus Multi-Sector Short Term Bond Fund | $1,001 - $15,000 |
| $50,001 - $100,000 |
| Fifth Third Bank | mortgage | $15,001 - $50,000 |
| PNC Bank | other | $15,001 - $50,000 |
| PNC Bank | other | $10,001 - $15,000 |
| Fifth Third Bank | credit card | $10,001 - $15,000 |