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Monica Marquez › Personal Financial Disclosure

Monica Marquez: 2025 disclosure

Office held or sought
Colorado Supreme Court Justice
Filed
2025-01-06
Source
A scanned statement, read by OCR (7 pages) · TRACER document search (document 312390)

Income sources 20

SourceWhoseRange
ATTACHMENT AFamily member—
MONICA M. MÁRQUEZSelf—
Family member—
JANUARY 6, 2025Family member—
income from these accounts. In 2024, investment returns were between $70,000 and $80,000.
Vanguard IRA accountsSpouseMy spouse does not receive
Colorado Judicial Department (including a new account), (employer) brokerage account (includingSelfSalary 2024/anticipated 2025: distributions or other taxable between $215,000 and $220,000 income from these IRA accounts.
Interest income BMO DVN, HD, KD, MSTR, money market account NVDA, PSTG, VRTX stock)SelfInterest earned in 2024: less than In 2024, investment returns were $15 between $70,000 and $80,000.
(closed in 2024) Schwab brokerage accountSpouseIn 2024, investment returns were
Interest income BMO Alto (including TWLO stock)SelfInterest earned in 2024: between between $11,000 and $13,000.
high-yield savings account WEX HSA account (opened in 2024) (closed in 2024)Spouse$650–$750
PERA 401(k)SelfI distributions or income from this account. In other taxable income from this 2024, investment returns were account. In 2024, the total between $4,000 and $6,000.
Fidelity HSA account (opened in 2024)Spousechange in value for the 401(k) My spouse does not receive (including my employee distributions or other taxable contributions) was between income from this account. In $95,000 and $105,000 2024, investment returns were
Camping World, Inc.SpouseSalary in 2024/anticipated 2025: between $0 and $100.
(employer)Family member$140,000–$160,000
CloudSoda (occasional contract work)SpouseCompensation received in 2024 was between $1,000 and $2,000
Interest income Citizens Financial Group high-yield savings account (closed in 2024)SpouseInterest earned in 2024: between $1,000 and $2,000
Interest income BMO Alto high-yield savings account (opened in 2024)SpouseInterest earned in 2024: between $2,000 and $3,000
Transamerica 401(k)SpouseMy spouse does not receive distributions or other taxable income from this account. In 2024, investment returns were between $10,000 and $12,000.
Fidelity IRA accounts (closed in 2024)SpouseMy spouse does not receive distributions or other taxable

Property in Colorado 1

WhereWhatOwner
—legal description redacted by the Secretary of StateSheila E. Barthel Trust and Monica M. Marquez 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 2

PositionOrganizationWhosePaid?
TrusteeMonica M. Marquez Trust $0Self
TrusteeSheila E. Barthel Trust $0Spouse

Debts over $1,000 1

CreditorWhoseRateAmount owed
Cardinal Financial, LP d/b/a Sebonic Financial (home mortgage)Self and spouse2.125% 10-year fixedDebt amount owed in 2024: between $145,000 and $180,000

Additional information

Please see Attachment A for list of sources of income.

What we couldn't place

  • 5 scanned page(s) read by OCR: worth a look