Annual financial disclosure for 2013, filed August 13, 2013. Includes 49 assets and 8 liabilities.
| Asset | Value |
|---|---|
Rental Condo Massachusetts, US | $100,001 - $250,000 |
Rental House - 54th Street Indianapolis, IN, US | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| Chase Bank (GMAC Loan) | mortgage | $250,001 - $500,000 |
| Ocwen (Formerly GMAC Loan) | mortgage | $100,001 - $250,000 |
| Ocwen (Formerly GMAC) | mortgage |
Rental Townhouse Indianapolis, IN, US | $100,001 - $250,000 |
Cash Account | $50,001 - $100,000 |
Davis New York Venture Fund | $1,001 - $15,000 |
Eagle Funds Gold Fund Class I C | $15,001 - $50,000 |
| $1,001 - $15,000 |
IRA - Catalinas Intl Growth Fund | $1,001 - $15,000 |
IRA - Dreyfus Advantage FDS Opportunistic Small Cap FD | $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 - Northwestern Mutual Funds - Packman Fund | $1,001 - $15,000 |
IRA - Nuveen Tradewinds Value Fund | $1,001 - $15,000 |
IRA - Oppenheimer International | $1,001 - $15,000 |
IRA - Permanent Portfolio Fund | $1,001 - $15,000 |
Global - First Eagle | $1,001 - $15,000 |
State of Indiana - Indiana Fund 2035 Indiana, US | $1,001 - $15,000 |
State of Indiana Indiana 401(a) Plan - Indiana Stable Value Fund | $1,001 - $15,000 |
State of Indiana Indiana 457 Plan - Indiana Fund 2035 | $1,001 - $15,000 |
State of Indiana Indiana 457 Plan - Indiana Stable Value Fund | $1,001 - $15,000 |
401(k) - Baron Small Cap | $15,001 - $50,000 |
401(k) - Cambiar Small Cap | $15,001 - $50,000 |
401(k) - Mainstay Large Cap Growth | $15,001 - $50,000 |
401(k) - PIMCO RAE US Large Cap Value | $15,001 - $50,000 |
401(k) - PIMCO Total Return Fund | $15,001 - $50,000 |
401(k) - T. Rowe Price Real Estate Securities | $50,001 - $100,000 |
529 College Choice - Age-Based Portfolio | $1,001 - $15,000 |
Fifth Third Bank Savings | $15,001 - $50,000 |
| $1,001 - $15,000 |
| N/A |
| $1,001 - $15,000 |
UBS IRA - Cash | $1 - $1,000 |
UBS IRA - FMI Large Cap | $1,001 - $15,000 |
UBS IRA - Templeton Global Bond Fund | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS IRA - MFS Mid Cap Value Fund | $1,001 - $15,000 |
UBS IRA - JP Morgan Core Bond Fund | $1,001 - $15,000 |
UBS IRA - Loomis Sayles Investment Grade Bond Fund | $1,001 - $15,000 |
UBS IRA - MainStay ICAP International Fund | $1,001 - $15,000 |
UBS IRA - Manning & Napier Fund Inc World Opportunities | $1,001 - $15,000 |
UBS IRA - Paradigm Value 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 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
UBS IRA - Vanguard Bond Index Fund Total Bond | $15,001 - $50,000 |
UBS IRA - Virtus Multi-Sector Short Term Bond Fund | $15,001 - $50,000 |
| $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 |
| Discover Card | credit card | $10,001 - $15,000 |
| Fifth Third Bank | other | $15,001 - $50,000 |