Mary Hoak › Personal Financial Disclosure
Mary Hoak: 2025 Annual disclosure
- Office held or sought
- DISTRICT COURT JUDGE
- Filed
- 2025-05-07
- Source
- Read from the PDF as filed (10 pages) · TRACER document search (document 317835)
Income sources 3
| Source | Whose | Range |
|---|---|---|
| STATE OF COLORADO | Self | $180,000–$220,000 |
| DIVIDENDS AND INTEREST SEE ATTACHED | Self | $100,000–$1,000,000 |
| DIVIDENDS AND INTEREST SEE ATTACHED | Spouse | $0–$10,000 |
Up to $1,230,000 in all: the top of each range, added up.
Assets (a financial interest over $5,000) 45
| Business, insurance policy or trust | Whose |
|---|---|
| Update for Judge Mary C. Hoak | Attachment to Starbucks Corp Washington Colorado Governors Univ Enterprises Alpine Banks Colorado Pfizer Inc. |
| 7, 2025 | dated May Stanley Black Decker Inc Adams 12 Five Start Schs Colorado Bank of America NA Ryerson Holding Corp |
| Assets Whirlpool Corp Adams Cnty Colo CTFS Partn Ref and Impt CFG Community Bank Solventum Corp | |
| bonds or options or certificates of deposit in Program Morgan Stanley Bank N.A. | This is a list of all the companies or fund or CBOE Global Markets Inc Arapahoe CO CO SD #6 Charles Schwab Bank My spouse receives interest from Bank Deposit |
| of which provide income: | which I or my spouse hold an interest, most Morgan Stanley China A Share Fund Inc Arapahoe CO Gate City Bank Fargo ND |
| Held by Mary C. Hoak: Healthpeak Properties Aspen CO CTFS Partners Ref and Impt Jonesboro State Bank | |
| Australia Dollar Savings Deposit Prudential Financial, Inc. Aurora CO Swr Imp Morgan Stanley Private | |
| British American Tobacco Valero Energy Corp New Bayfield CO SD #10 UBS Bank USA Salt Lake City, UT | |
| Util | McDonald’s Corp. AT&T, Inc. Brevard County FL Water and Wastewater US Bank National Assn |
| Exxon Mobil Corp. Pfizer, Inc. Broomfield Col Wtr Actvty In my 401(k) fund I own shares of: | |
| Flagstar Financial Inc New Principal Financial Group Centennial Wtr Santn Dist Colo Wtr PERAdvantage 2030 Fund | |
| Merck Co., Inc. New Com Kraft Heinz Co. Cherokee Co Met Dist W T Build In my PERA 457 plan I own shares of: | |
| Organon Co Mondelez Intl Inc. Cty Cnty of Denver CO PERAdvantage 2030 Fund | |
| Family member | |
| The J.M. Smucker Company Intercontinental Exchange Group Colorado St Cop Master PERAdvantage US Large Cap Stock Fund | |
| Verizon Communications Viatris Inc Davie FL Water and Sewer PERAdvantage International Stock Fund | |
| Abbvie Inc Com Apple Inc Denver CO City and County SR Held by spouse: | |
| Invesco Ltd. Berkshire Denver CO City 3M CO | |
| Constellation Energy Corp Marvell Technology El Paso Cnty Co Sch ST M Build RV Abbvie Inc Com | |
| Family member | |
| Allstate Corp. Netflix Miami Dade CO EXWY AU FL SR Intercontinental Exchange Group | |
| Caterpillar Inc Nvidia Pitkin Cnty CO Sch The Boston Beer Co. Inc. A | |
| Chicago Atlantic Real Estate Alphabet, Inc. Cl A Regional Transn Dist RV McDonald’s Corporation | |
| Coca Cola Co Amazon.com, Inc. Univ of CO Enterprise Se PayPal Holding, Inc. | |
| Colgate Palmolive Co American Tower Univ of CO Enterprise Travelers Companies Inc Com | |
| ADULT CHILD REVOCABLE MEDICAL AND EDUCATIONAL TRUST | SELF AND SPOUSE DINE Brands Global Inc. Casella Waste Univ CO Enterprises Sys A-2 US Bancorp Com New |
| ADULT CHILD REVOCABLE MEDICAL AND EDUCATIONAL TRUST | SELF AND SPOUSE Ecolab Inc Chevron Corp Univ of Colorado Sr Viatris Inc. |
| Elevance Health Inc. Constellation Brands Upper Eagle Regl Wtr Walmart Inc | |
| HSBC Holdings PLC SPON ADR New Johnson Johnson Com Colorado Health Whirlpool Corp | |
| Yum Brands, Inc. Martin Marietta Colorado Health Facs Aut RV Automatic Date Processing Inc | |
| Yum China Hldngs SBA Communications Corp. Colorado Hsg Fin Auth Broadridge Fin Solu.LLC | |
| Royal Caribbean Group Com Visa, Inc. Colorado Sch Mines Canopy Growth Corp | |
| American Electric Power Co Inc. Warner Brothers Discovery, Inc. Colorado Springs Chevron Corp | |
| Archer Daniels Midland Federated Hermes Govt Obl funds Class Advisor Colorado Springs CO UT I RV Civitas Resources Inc. New | |
| Carnival CP New Paired Com UBS Bank USA Core Savings Delray Beach FLA Utils Tax Rev Ref CVS Health Corp. Com | |
| Comcast Corp (New) Class A In my HSA, I own: Denver Colo City and County Go Elevate Bds Edison International | |
| Enbridge Inc. Vanguard Retirement 2040 INV Denver Colo City and Cnty Sch Dist No 1 Emerson Electric Co | |
| Exelon Corp Vanguard Retirement 2050 INV Elbert Metro District Colorado Exxon Mobil Corp | |
| Morgan Stanley Bank N.A. and UBS | Fedex Corp I receive interest from Bank Deposit Program Fort Collins Colo Electric Harley Davidson Inc. |
| Market (SPAXX) | Harley Davidson Inc Sweep Program and Fidelity Government Money Heather Gardens Metro District Colorado Ishares Russell 1000 GRW ETF |
| Kimberly Clark Corp I own the following bonds: Palm Beach Cnty Fla Wtr Swt | |
| Nordstrom Inc Ft Vest S&P 500 Divid Aristocrats Target | |
| Pepsico Inc Pro Shares S&P 500 | |
| Family member | |
| Family member |
Property in Colorado 1
| Where | What | Owner |
|---|---|---|
| — | legal description redacted by the Secretary of State | Self |
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 5
| Position | Organization | Whose | Paid? |
|---|---|---|---|
| CO-CHAIR AND MEMBER OF BOARD | HEADWATERS TRAIL ALLIANCE $0 | Spouse | |
| TRUSTEES | ADULT CHILD REVOCABLE MEDICAL AND EDUCATIONAL TRUST $0 | Self and spouse | |
| TRUSTEES | ADULT CHILD REVOCABLE MEDICAL AND EDUCATIONAL TRUST $0 | Self and spouse | |
| TRUSTEE | ADULT CHILD IRREVOCABLE CRUMMEY TRUST $0 | Self | |
| TRUSTEE | ADULT CHILD IRREVOCABLE CRUMMEY TRUST $0 | Spouse |
Additional information
Extra pages are attached.