Tomas Stewart Udall
New Zealand - Ambassador To; Samoa, Independent State Of
Observations
- Millionaire
Estimated Net Worth
- $3.4 M - $8.0 M
Salary
- Unknown
Employment
- Started 10/26/2021
Records
- OGE Form 278t (01/08/2024)
- OGE Form 278t (12/04/2023)
- OGE Form 278t (11/02/2023)
- OGE Form 278t (09/26/2023)
- OGE Form 278t (08/02/2023)
- OGE Form 278t (07/14/2023)
- OGE Form 278t (06/07/2023)
- OGE Form 278e (05/09/2023)
- OGE Form 278t (05/09/2023)
- OGE Form 278t (04/17/2023)
- OGE Form 278t (02/07/2023)
- OGE Form 278t (01/08/2023)
- OGE Form 278t (12/07/2022)
- OGE Form 278t (11/03/2022)
- OGE Form 278t (09/08/2022)
- OGE Form 278t (08/24/2022)
- OGE Form 278e (05/11/2022)
- OGE Form 278t (05/11/2022)
- OGE Form 278t (04/06/2022)
- OGE Form 278t (03/08/2022)
- OGE Form 278t (01/26/2022)
- OGE Form 278e (05/05/2021)
- Ethics Agreement
Financial Disclosure Details - OGE Form 278e (05/09/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Santa Fe, New Mexico | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Accenture Plc (ACN) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | ADYEN ADR (ADYEY) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | AIA Group (AAGIY) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Alcon (ALC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Amadeus IT (AMADY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | AON PLC (AON) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | ASML Holdings (ASML) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Atlas Copco (ATLKY) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Canadian Pacific (CP) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Santa Fe, New Mexico | I will continue to participate in New Mexico PERA defined benefit plan. New Mexico did not make further contributions after my separation in December 1998. | 2/1983 | |
2 | Santa Fe, New Mexico | I will continue to participate in State of New Mexico PERA Smart Save deferred compensation plan. I have taken no distributions. No contributions have been made since my separation in December 1998. | 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 | cash distributions | $23,746 | |
1.1 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $50,001 - $100,000 | None (or less than $201) | |
1.2 | American Funds Developing World Growth and Income Fund Class A Shares (DWGAX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | American Funds EuroPacific Growth Fund Class A Shares (AEPGX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | American Funds New Perspective Fund Class A Shares (ANWPX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual Whole Life | $50,001 - $100,000 | None (or less than $201) | |
2 | Brokerage Account (Trust) | |||
2.1 | CalvertGlobal Water Fund Class A Shares (CFWAX) | $50,001 - $100,000 | $201 - $1,000 | |
2.2 | Capital Income Builder Class A Shares (CAIBX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.3 | U.S. brokerage account (cash) | None (or less than $1,001) | None (or less than $201) | |
2.4 | Franklin High Yield Tax-Free Income Fund Class A1 Shares (FRHIX) | $1,001 - $15,000 | None (or less than $201) | |
2.5 | American Funds - New Perspective Fund Class A Shares (ANWPX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2.6 | American Funds - New World Fund, Inc Class A Shares (NEWFX) | $250,001 - $500,000 | $2,501 - $5,000 | |
2.7 | PGIM Jennison Natural Resources Fund Class A Shares (PGNAX) | $50,001 - $100,000 | $1,001 - $2,500 | |
2.8 | Growth Fund of America Class A Shares (AGTHX) | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Novo Nordisk (NVO) | Purchase | 01/06/2022 | $1,001 - $15,000 |
2 | Evolution ADR (EVVTY) | Purchase | 01/13/2022 | $1,001 - $15,000 |
3 | Evolution ADR (EVVTY) | Purchase | 01/19/2022 | $1,001 - $15,000 |
4 | Li Ning Co ADR (LNNGY) | Purchase | 01/19/2022 | $1,001 - $15,000 |
5 | Wuxi Biologics Cayman ADR (WXXWY) | Sale | 01/19/2022 | $1,001 - $15,000 |
6 | ASML Holding (ASML) | Sale | 01/28/2022 | $1,001 - $15,000 |
7 | Taiwan Semiconductor MFG (TSM) | Sale | 01/28/2022 | $1,001 - $15,000 |
8 | Atlas Copco (ATLKY) | Sale | 02/28/2022 | $1,001 - $15,000 |
9 | DSV A/S (DSDVY) | Sale | 03/07/2022 | $1,001 - $15,000 |
10 | Taiwan Semiconducutor MFG (TSM) | Sale | 03/07/2022 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Suntrust | $250,001 - $500,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.22 | All shares sold. |
2 | 1.25 | All shares sold. |
2 | 1.26 | All shares sold. |
2 | 1.33 | All shares sold. |
6 | 4.2 | all shares sold |
6 | 8 | Total held at single institution (2 accounts and one sub-account). |
7 | 5 | This sale was canceled on 20 Jan 2022. |
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