Karl L. Schock › Personal Financial Disclosure
Karl L. Schock: 2025 Annual disclosure
- Office held or sought
- Judge, Court of Appeals
- Filed
- 2025-01-09
- Source
- Read from the PDF as filed (6 pages) · TRACER document search (document 312949)
Income sources 6
| Source | Whose | Range |
|---|---|---|
| State of Colorado | Self | $207,351–$207,351 |
| Sago | Spouse | $67,326–$67,326 |
| Federal Employees Retirement System | Self | $45,000–$50,000 |
| Fidelity Investments (incl. retirement accounts) | Self and spouse | $18,000–$22,000 |
| Vanguard (retirement accounts) | Self | $10,000–$14,000 |
| Family member | — |
Up to $360,677 in all: the top of each range, added up.
Assets (a financial interest over $5,000) 6
| Business, insurance policy or trust | Whose |
|---|---|
| Fidelity Investments (including retirement accounts) | Self and spouse |
| Vanguard (retirement accounts) | Self |
| CollegeInvest (529s) | Self and spouse |
| Thrift Savings Plan (retirement account) | Self |
| Principal Financial Group (retirement account) | Spouse |
| Family member |
Property in Colorado 1
| Where | What | Owner |
|---|---|---|
| — | legal description redacted by the Secretary of State | Self and spouse |
Legal descriptions locate a property exactly, so they aren't shown here; the original has them unless the Secretary of State redacted them.
Debts over $1,000 3
| Creditor | Whose | Rate | Amount owed |
|---|---|---|---|
| NewRez | Self and spouse | 2.875 | $460,000–$470,000 |
| JPMorgan Chase Bank | Self and spouse | 0.00 | $4,000–$14,000 |
| JPMorgan Chase Bank | Self and spouse | 18.49 20.24 | $0–$15,000 |
Up to $499,000 in all: the top of each range, added up.
Additional information
Mutual Funds Held in Asset Accounts VTIVX, L 2050, L 2040, FXAIX, FFNOX, FMDE, FOCPX, PRBLX, FOSFX, FPURX, FFFGX, FBALX, FESM, AOGIX, FSGGX, OSMAX, FIGFX, FJRLX