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Est. Assets
$6.9M – $20.2M
Assets Disclosed
34
Est. Liabilities
None
Positions Held
2
| Citibank Savings Account | filer | $500,001 - $1,000,000 | — | — |
| T. Rowe Price Cash Reserves EIF | filer | $500,001 - $1,000,000 | — | — |
| Congressional Federal Credit Union Money Market | filer | $250,001 - $500,000 | Dividends | — |
| J.C. Penney Mirror Savings Plan, Deferred Compensation Plan | spouse | $250,001 - $500,000 | Cash Payment | — |
| Burlington Stores, Inc. (BURL) unvested restricted stock | spouse | $250,001 - $500,000 | — | — |
| Fidelity Government Cash Reserves | spouse | $250,001 - $500,000 | — | — |
| Fidelity Spartan Total Market Index Fund -- Fidelity Advantage Class EIF | spouse | $250,001 - $500,000 | — | — |
| Wells Fargo Savings Account | filer | $250,001 - $500,000 | Interest | — |
| Bank of America Savings Account | filer | $250,001 - $500,000 | — | — |
| Citibank Checking Account | filer | $250,001 - $500,000 | — | — |
| Morgan Stanley Private Bank Cash | filer | $100,001 - $250,000 | — | — |
| Burlington Stores, Inc. (BURL) exercisable options | spouse | $100,001 - $250,000 | — | — |
| T. Rowe Price Total Equity Market Index EIF | filer | $100,001 - $250,000 | — | — |
| Vanguard International Growth Admiral EIF | filer | $100,001 - $250,000 | — | — |
| American Airlines Group, Inc. (AAL) | spouse | $100,001 - $250,000 | Capital Gains | AAL |
| TD Ameritrade Money Market Insured Deposit Account | filer | $100,001 - $250,000 | Interest | — |
| SPDR S&P 500 (SPY) EIF | filer | $50,001 - $100,000 | — | SPY |
| U.S. Savings Bonds | filer | $50,001 - $100,000 | Interest | — |
| Sun Community Federal Credit Union Money Market | filer | $50,001 - $100,000 | — | — |
| PowerShares QQQ Trust, Series 1 (QQQ) EIF | filer | $50,001 - $100,000 | — | QQQ |
| T. Rowe Price European Stock EIF | filer | $50,001 - $100,000 | — | — |
| Sun Community Federal Credit Union Checking Account | filer | $15,001 - $50,000 | — | — |
| SPDR Dow Jones Industrial Average ETF (DIA) EIF | filer | $15,001 - $50,000 | — | DIA |
| Wells Fargo Checking Account | filer | $1,001 - $15,000 | — | — |
| Sun Community Federal Credit Union Savings Account | filer | $1,001 - $15,000 | — | — |
| Congressional Federal Credit Union Capitol Checking | filer | $1,001 - $15,000 | — | — |
| 401(k) Plan -- T. Rowe Price Capital Appreciation EIF | spouse | $1,001 - $15,000 | — | — |
| J.C. Penney Corporation, Inc. | spouse | — | salary | — |
| Burlington Coat Factory | spouse | — | salary, bonus | — |
| J.C. Penney Stock Option Grants, Granted 03/16/2009; Expires 03/15/2019; Grant Price $16.09. 2. Granted 03/16/2010; Expires 03/15/2020; Grant Price $30.72. 3. Granted 03/15/2011; Expires 03/14/2021; Grant Price $36.58. 4. Granted 04/03/2013; Expires 04/02/2023; Grant Price $14.43. (Options are underwater) | spouse | None (or less than $1,001) | — | — |