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Matthew Barrett › Personal Financial Disclosure

Matthew Barrett: 2025 Annual disclosure

Office held or sought
District Court Judge
Filed
2025-01-06
Source
Read from the PDF as filed (5 pages) · TRACER document search (document 312369)

Income sources 2

SourceWhoseRange
Laughing Monkey Inc.Spouse$60k-$250k
Judicial BranchSelf$198k

Assets (a financial interest over $5,000) 5

Business, insurance policy or trustWhose
Laughing Monkey Inc.Spouse
Life Insurance Barrett Family TrustSelf and spouse
PERA/401k/Roth 457Self
Meridian Wealth Management (see below)Self and spouse
Edward JonesSelf and spouse

Property in Colorado 1

WhereWhatOwner
—legal description given (not shown)Barrett Family Trust

Legal descriptions locate a property exactly, so they aren't shown here; the original has them unless the Secretary of State redacted them.

Offices, directorships and fiduciary roles 1

PositionOrganizationWhosePaid?
Director/MemberLaughing Monkey, Inc. $60k-$250kSpouse

Businesses regulated by the state 1

BusinessNatureWhose
Laughing Monkey, Inc.TravelSpouse

Debts over $1,000 1

CreditorWhoseRateAmount owed
Wells Fargo Credit Card DebtSelf and spouse3.5% Varies$2,400–$3,000

Up to $3,000 in all: the top of each range, added up.

Additional information

Within my investment portfolio, the following positions worth more than $5,000 are held: Broadcom, Meta, NVIDIA, Pfizer, Alphabet, Microsoft, JP Morgan Money Market, Walmart, and various ETFs (QQQ, Spyder DGRO, IEFA, IVOO, DHS, VOO, VWO). College Invest Savings Account/529. We also have insurance policies in excess of $5,000 for our home, our vehicles, and personal property