Observations
- Millionaire
Estimated Net Worth
- $6.2 M - $12.6 M
Salary
- Unknown
Employment
- Started 11/28/2021
Records
Financial Disclosure Details - OGE Form 278e (12/28/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Denver, Colorado | non equity partner | 11/2021 | |
2 | Denver, Colorado | legislator | 1/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA | |||
1.1 | JP Morgan US government money market (cash account) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | iShares MSCI EAFE International Index Fund Class K (BTMKX) | $1,001 - $15,000 | $1,001 - $2,500 | |
1.3 | Fidelity 500 Index Fund (FXAIX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF (BBCA) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | JPMorgan BetaBuilders Europe ETF (BBEU) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | JPMorgan BetaBuilders Japan ETF (BBJP) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Six Circles International Unconstrained Equity Fund (CIUEX) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Six Circles U.S. Unconstrained Equity Fund (CUSUX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Denver, Colorado | I will continue to participate in this defined benefit plan. | 11/2009 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Denver, Colorado | elected state legislator | |
2 | Denver, Colorado | legal services | |
3 | Denver, Colorado | provided advice and counseling | |
4 | Toledo, Ohio | provided advice and counseling |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | real estate company (sole proprietor) | salary, LLC distributions | ||
2 | Self Employment Plan (SEP) IRA | |||
2.1 | Apple | $15,001 - $50,000 | None (or less than $201) | |
2.2 | Lord Abbett Ultra Short Bond Fund Class F Shares (LUBFX) | $15,001 - $50,000 | None (or less than $201) | |
2.3 | iShares TR Russell 2000 ETF | $250,001 - $500,000 | $201 - $1,000 | |
2.4 | SPDR S&P 500 ETF TR TR Unit | $250,001 - $500,000 | $2,501 - $5,000 | |
3 | US domestic bank (cash account) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | US domestic brokerage account #1 | |||
1.1 | deposit sweep account (cash) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | Fidelity 500 Index Fund (FXAIX) | $500,001 - $1,000,000 | $100,001 - $1,000,000 | |
1.3 | Fidelity International Index Fund (FSPSX) | $100,001 - $250,000 | $15,001 - $50,000 | |
1.4 | iShares MSCI EAFE ETF (EFA) | $15,001 - $50,000 | $5,001 - $15,000 | |
1.5 | JPMorgan BetaBuilders Canada ETF (BBCA) | $50,001 - $100,000 | $15,001 - $50,000 | |
1.6 | JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX) | $15,001 - $50,000 | $2,501 - $5,000 | |
1.7 | JPMorgan BetaBuilders Europe ETF (BBEU) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.8 | JPMorgan BetaBuilders Japan ETF (BBJP) | $50,001 - $100,000 | $2,501 - $5,000 | |
1.9 | JPMorgan Tax Aware Equity Fund Class R6 (JPELX) | $1,001 - $15,000 | $2,501 - $5,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | United Wholesale Mortgage | $500,001 - $1,000,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 7 | associated with coffee shop, but filer and spouse have no mortgage liability. |
6 | 9.1 | value not readily ascertainable. ownership share is 5.5% |
6 | 9.1.6 | Value not readily ascertainable; ownership share is 5.5% |
6 | 9.11 | value not readily ascertainable; ownership share is 5% |
6 | 9.12 | value not readily ascertainable; ownership share is 8.53% |
6 | 9.13 | value not readily ascertainable; ownership share is 4% |
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