11 assets, filed May 14, 2026 (FD Original).
AM FDS EUPAC Growth Fund
Mutual fund · Lincoln Financial
$15,001 - $50,000
CAT
Caterpillar, Inc. · Stock (public)
$100,000
Fidelity Midcap Index Fund
Mutual fund · Lincoln Financial
$15,001 - $50,000
First Port City Bank Stock
Private stock option · Joint
$15,001 - $50,000
Friendly Road Rental House
Real property · Joint
$250,001 - $500,000
Garage storage rental
Other · Joint
$250,001 - $500,000
JPM SMCP Growth Fund
Mutual fund · Lincoln Financial
$15,001 - $50,000
PNC Checking Account
Bank/brokerage account · Joint
$1,001 - $15,000
RYAM
Rayonier Advanced Materials Inc. · Stock (public)
$250,000
St. Paul Boulevard Rental House
Real property · Joint
$250,001 - $500,000
Vanguard Index Fund
Mutual fund
$500,000