75 assets, filed Aug 13, 2026 (FD Original).
AFL
AFLAC Incorporated Common Stock · Stock (public) · United Bank Brokerage Account SP
$15,001 - $50,000
ABBV
AbbVie Inc. Common Stock · Stock (public)
$100,000
ADBE
Adobe Inc. - Common Stock · Stock (public)
$100,000
APD
Air Products and Chemicals, Inc. Common Stock · Stock (public) · United Bank Brokerage Account SP
$1,001 - $15,000
AMGN
Amgen Inc. - Common Stock · Stock (public)
$100,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$250,000
BAGIX
Baird Aggregate Bond Fund Institutional Class · Mutual fund · United Bank IRA SP
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock · Stock (public) · United Bank Brokerage Account SP
$15,001 - $50,000
Charmelie Reinsurance Company, LTD
Other liability · Spouse
None
CSCO
Cisco Systems, Inc. - Common Stock · Stock (public)
$100,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$500,000
Commercial Real Estate
Real property
$500,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
Commercial Real Estate
Real property
$1,000,000
GLW
Corning Incorporated Common Stock · Stock (public)
$100,000
CMI
Cummins Inc. Common Stock · Stock (public) · United Bank Brokerage Account SP
$15,001 - $50,000
DOV
Dover Corporation Common Stock · Stock (public) · United Bank Brokerage Account SP
$15,001 - $50,000
Dutch Miller Acquisition Company II, LLC
Other liability
$1,000,000
Dutch Miller Acquisition Company III, LLC
Other liability
$1,000,000
Dutch Miller Acquisition Company, LLC
Other liability
$1,000,000
Dutch Miller Nissan of Bristol, Inc.
Other liability · Spouse
$500,001 - $1,000,000
Dutch Miller of Ripley Inc.
Other liability · Spouse
$500,001 - $1,000,000
Dutch Miller of Wytheville, LLC
Other liability
$500,000
RERGX
EuroPacific Growth Fund Cl R-6 · Mutual fund
$250,000
FIHBX
Federated Hermes Institutional High Yield Bond Fund Institutional Shares · Mutual fund · United Bank IRA SP
$1,001 - $15,000
FEMKX
Fidelity Emerging Markets Fund · Mutual fund
$100,000
FEMKX
Fidelity Emerging Markets Fund · Mutual fund · United Bank IRA SP
$15,001 - $50,000
FSMDX
Fidelity Mid Cap Index Fund · Mutual fund
$250,000
FSMDX
Fidelity Mid Cap Index Fund · Mutual fund · United Bank IRA SP
$1,001 - $15,000
FSSNX
Fidelity Small Cap Index Fund · Mutual fund
$250,000
GD
General Dynamics Corporation Common Stock · Stock (public) · United Bank Brokerage Account SP
$1,001 - $15,000
GILD
Gilead Sciences, Inc. - Common Stock · Stock (public) · United Bank Brokerage Account SP
$1,001 - $15,000
Hilltop Investment Group, LLC
Other liability
$500,000
HON
Honeywell International Inc. - Common Stock · Stock (public) · United Bank Brokerage Account SP
$1,001 - $15,000
MAIIX
Institutional · Mutual fund · United Bank Brokerage Account SP
None
IRM
Iron Mountain Incorporated · Stock (public)
$100,000
JNJ
Johnson & Johnson Common Stock · Stock (public)
$100,000
KAR King, LLC
Other liability
$500,000
MACHSA IV Reinsurance Company LTD
Other liability · Spouse
$250,001 - $500,000
MCD
McDonald's Corporation Common Stock · Stock (public)
$100,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$500,000
Miller Family Farm
Farm · Joint
$250,001 - $500,000
NEE
NextEra Energy, Inc. Common Stock · Stock (public)
$100,000
ORCL
Oracle Corporation Common Stock · Stock (public)
$100,000
PEP
Pepsico, Inc. · Stock (public) · United Bank Brokerage Account SP
$15,001 - $50,000
Proteon Corporation
Other liability
$1,000,000
Residential Real Estate
Real property
$250,000
Residential Real Estate
Real property
$500,000
Residential Real Estate
Real property
$5,000,000
Residential Real Estate
Real property
$5,000,000
RPMGX
T. Rowe Price Mid-Cap Growth Fund, Inc. · Mutual fund
$250,000
TXN
Texas Instruments Incorporated - Common Stock · Stock (public) · United Bank Brokerage Account SP
$1,001 - $15,000
HSY
The Hershey Company Common Stock · Stock (public) · United Bank Brokerage Account SP
None
Truist Bank Account
Bank/brokerage account
$15,001 - $50,000
Truist Bank Account
Bank/brokerage account · Spouse
$15,001 - $50,000
TFC
Truist Financial Corporation Common Stock · Stock (public) · Spouse
$15,001 - $50,000
CASH
United Bank Brokerage Account · Bank/brokerage account
$100,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
$250,000
VIGAX
Vanguard Growth Index Fd Admiral Shs · Mutual fund
$500,000
VIGAX
Vanguard Growth Index Fd Admiral Shs · Mutual fund
$100,000
Vanguard High Dividend Yield Index Fund Admiral
$100,000
WM
Waste Management, Inc. Common Stock · Stock (public)
$100,000
SHV
iShares 0-1 Year Treasury Bond ETF · Exchange-traded fund
$250,000
SHV
iShares 0-1 Year Treasury Bond ETF · Exchange-traded fund · United Bank IRA SP
$1,001 - $15,000
IJR
iShares Core S&P Small-Cap ETF · Exchange-traded fund
$250,000
AGG
iShares Core U.S. Aggregate Bond ETF · Exchange-traded fund · United Bank IRA SP
$15,001 - $50,000
iShares MSCI EAFE International Index Fund
$250,000
MAIIX
iShares MSCI EAFE International Index Fund - Institutional · Mutual fund · United Bank IRA SP
$1,001 - $15,000