Craig J Anderson
U.S. Marshal, Montana
Observations
- Millionaire
Estimated Net Worth
- $1.3 M - $4.0 M
Salary
- Unknown
Employment
- Started 06/06/2023
Financial Disclosure Details - OGE Form 278e (02/01/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Clear Haven Partnership | Lake City, South Dakota | Partner | Present |
2 | Billings, Montana | Trustee | 1/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA ROTH | |||
1.1 | Adobe, Inc. (ADBE) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Enterprise Prods Partners (EPD) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | MFS International Intrinsic Value Fund Class I Shares (MINIX) | $1,001 - $15,000 | None (or less than $201) | |
2 | Montana Public Employee Retirement System (PERS), defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $4,410 | |
3 | Montana Sheriffs' Retirement System (SRS), defined benefit plan (value not readily ascertainable) | Retirement Payments (monthly) | $1,601 | |
4 | IRA #1 | |||
4.1 | Vanguard Equity Income Fund Admiral Shares (VEIRX) | $50,001 - $100,000 | None (or less than $201) | |
4.2 | Tweedy, BrowneGlobal Value Fund (TBGVX) | $50,001 - $100,000 | None (or less than $201) | |
4.3 | MFS Mid Cap Value Fund Class I Shares (MCVIX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Montana Public Employee Retirement System (PERS) | Helena, Montana | I will continue to participate in this defined benefit plan. | 7/1978 |
2 | Montana Sheriffs' Retirement System (SRS) | Helena, Montana | I will continue to participate in this defined benefit plan. | 6/2003 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IRA #1 | cash distributions | $23,100 | |
1.1 | Adobe, Inc. (ADBE) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Aztrazeneca (AZN) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | BP Plc Spons Adr (BP) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Buffalo Discovery Fund Institutional Class Shares (BUITX) | $15,001 - $50,000 | None (or less than $201) | |
1.5 | ClearBridge Large Cap Growth Fund Class I Shares (SBLYX) | $15,001 - $50,000 | None (or less than $201) | |
1.6 | Columbia Contrarian Core Fund Advisor Class Shares (CORRX) | $50,001 - $100,000 | None (or less than $201) | |
1.7 | Dodge & Cox Income Fund (DODIX) | $50,001 - $100,000 | None (or less than $201) | |
1.8 | Federated Hermes Institutional High Yield Bond Fund Institutional Shares (FIHBX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Fidelity Advisor Floating Rate High Income Fund Class I Shares (FFRIX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Residential Rental Property Glendive, MT | $100,001 - $250,000 | Rent or Royalties | $15,001 - $50,000 |
2 | 8 Unit Apartment Complex, Glendive, MT - Craig J. Anderson Irrevocable Charitable Trust | $250,001 - $500,000 | Rent or Royalties | $15,001 - $50,000 |
3 | Capital One Financial Corp. (COF) | $15,001 - $50,000 | Interest | None (or less than $201) |
4 | Brokerage Acct - #1 | |||
4.1 | Vanguard Equity Income Fund Admiral Shares (VEIRX) | $50,001 - $100,000 | $2,501 - $5,000 | |
4.2 | Tweedy, BrowneGlobal Value Fund (TBGVX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4.3 | Columbia Contrarian Core Fund Advisor Class Shares (CORRX) | $15,001 - $50,000 | $2,501 - $5,000 | |
4.4 | Apple, Inc. (AAPL) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
4.5 | iShares US Financials ETF (IYF) | $15,001 - $50,000 | $201 - $1,000 | |
4.6 | Buffalo Discovery Fund Institutional Class Shares (BUITX) | $15,001 - $50,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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