John J. Briggs › Personal Financial Disclosure
John J. Briggs: 2024 Annual disclosure
- Office held or sought
- Weld County Court Judge
- Filed
- 2024-07-10
- Source
- A scanned statement, read by OCR (6 pages) · TRACER document search (document 306036)
Assets (a financial interest over $5,000) 2
| Business, insurance policy or trust | Whose |
|---|---|
| Apple Inc. (AAPL): $100k to $200k; Aflac Inc. (AFL) $5k to $100k; Microsoft Corp. (MSFT) $5k to $100k; Nuveen Dividend Growth CL A (NSBAX) $5k to $100k; | Self and spouse and family member |
| Vanguard Global Capital Cycles Investor CL (VGPMX) $5k to $100k; Vanguard S P 500 Index ETF (VOO) $5k to $100k; Vanguard Russell 2000 Index FD ETF Shares (VTWO) $5k to $100k; Liberty All Start Growth Fund Inc. (ASG) $5k to $100k; Wells Fargo (Checking) $5k to $100k; Wells Fargo (savings) $5k to $100k; Western Alliance $200k to $300k. Nvidia (NVDA) $5k to $100k; SOLD Western Asset Core Plus Bond CLA (WAPAX) $5k to $100k (removed from above). |
Debts over $1,000 2
| Creditor | Whose | Rate | Amount owed |
|---|---|---|---|
| Chase Bank/Mercedes-Benz Finance | Self and spouse | 6.9 | Paid off full amount. |
| Huntington Bank | Self and spouse | 3.2-8.9 variable | Paid off full amount. |
Additional information
This is an update of my finances following the passing of my mother, whose estate recently settled. We paid off a vehicle and a HELOC as indicated above and have listed the funds and stocks we acquired. Two changes above; sold one asset and purchased one other.
What we couldn't place
- 1 scanned page(s) read by OCR: worth a look