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Katharine E. Lum › Personal Financial Disclosure

Katharine E. Lum: 2025 disclosure

Office held or sought
Judge (Colorado Court of Appeals)
Filed
2025-01-10
Source
A scanned statement, read by OCR (6 pages) · TRACER document search (document 312974)

Income sources 6

SourceWhoseRange
Colorado Court of AppealsSelf$190,000–$220,000
KO Law PCSpouse$250,000–$1,250,000
Fundrise (Cap Gains, Dividends, Interest)Spouse$0–$1,000
Various Vanguard Funds (Cap Gains Dividends)Self$100,000–$350,000
Rental Property MNSelf$0–$20,000
Family member—

Up to $1,841,000 in all: the top of each range, added up.

Assets (a financial interest over $5,000) 6

Business, insurance policy or trustWhose
KO Law PCSpouse
KO Holdings, LLCSpouse
KO Holdings II, LLCSpouse
Bartleby IT LLCSpouse
Mountain Origins Design LLCSpouse
Family member

Property in Colorado 3

WhereWhatOwner
—legal description redacted by the Secretary of StateSelf
—Spouse
—Spouse

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 3

PositionOrganizationWhosePaid?
Manager OfficerKO Holdings LLC NoneSpouse
Manager OfficerKO Holdings II] LLC NoneSpouse
Director OfficerKO Law PC $25,000Spouse

Businesses regulated by the state 1

BusinessNatureWhose
KO Law PCLaw FirmSpouse

Debts over $1,000 3

CreditorWhoseRateAmount owed
Roundpoint Mortgage Servicing LLCSpouse2.75%$350,000–$425,000
North Shore BankSpouse3%$125,000–$160,000
Rocket Mortgage, LLCSpouse3%$100,000–$170,000

Up to $755,000 in all: the top of each range, added up.

Additional information

See also attached sheets.

What we couldn't place

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