Ian Kellogg › Personal Financial Disclosure
Ian Kellogg: 2025 Appointed to office disclosure
- Office held or sought
- District Court Judge
- Filed
- 2025-04-08
- Source
- Read from the PDF as filed (6 pages) · TRACER document search (document 316227)
Income sources 1
| Source | Whose | Range |
|---|---|---|
| Hilgers Graben | Spouse | $35,000–$50,000 |
Up to $50,000 in all: the top of each range, added up.
Assets (a financial interest over $5,000) 17
| Business, insurance policy or trust | Whose |
|---|---|
| Trust | |
| American Bond Funds of America (BFFAX) | Self |
| Cisco Systems Inc. (CSCO) | Self |
| Baird Aggregate Bond Fund (BAGIX) | Self |
| American Funds Capital World Growth Income (CWGIX) | Self |
| Artisan International value fund (APHKK) | Self |
| Glenmede quantitative U.S. large cap growth equity portfolio (GTILX) | Self |
| PIMCO stock plus institutional (PSTKX) | Self |
| T. Rowe Price U.S. Equity Research Fund (PCCOX) | Self |
| Federal Thrift Savings Plan L2050 (lifecycle fund) | Self |
| Federal Thrift Savings Plan G Fund | Self |
| PERAdvantage Fixed Income Fund (held in PERAPlus retirement account) | Spouse |
| PERAdvantage U.S. Large Cap Stock Fund(held in PERAPlus retirement account) | Spouse |
| PERAdvantage U.S. SMID Cap Stock Fund (held in PERAPlus retirement account) | Spouse |
| Cornerstone Moderate Fund (held in Roth IRA account) | Spouse |
| CollegeInvest 529 account, aggressive age-based option: growth portfolio | Minor child |
| CollegeInvest 529 account, moderate age-based option | Minor child |
Property in Colorado 1
| Where | What | Owner |
|---|---|---|
| — | legal description given (not shown) | Self and family member |
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 1
| Creditor | Whose | Rate | Amount owed |
|---|---|---|---|
| PennyMac | Self and spouse | 2.5% | $320,000–$320,000 |
Up to $320,000 in all: the top of each range, added up.
Additional information
A list of additional investments (mutual funds and stocks) valued at approx. $5,000 or greater that did not fit on page 3 ("assets") is attached and submitted with this form.