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Monica Marquez › Personal Financial Disclosure

Monica Marquez: 2026 (amendment) disclosure

Office held or sought
Colorado Supreme Court Justice
Filed
2026-07-17
Source
A scanned statement, read by OCR (12 pages) · TRACER document search (document 338867)

Income sources 1

SourceWhoseRange
Family member—

Assets (a financial interest over $5,000) 1

Business, insurance policy or trustWhose
Family member

Property in Colorado 2

WhereWhatOwner
Denver, Denver CountyResidential propertyFamily member
—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 TrustSelf{Uncompensated
TrusteeSheila E. Barthel TrustSpouseUncompensated

Debts over $1,000 2

CreditorWhoseRateAmount owed
Freedom Mortgage (home mortgage)Self and spouse2.125% (10yr)to $149,999
Subaru Motors Finance (auto lease)Self and spouse0% APR$10,000–$24,999

Additional information

am filing this update to reflect a belated 1099 received by my spouse for tax year 2025 reflecting income for contract work completed in late 2024. This income was inadvertently omitted on Attachment A. am attaching an Updated Attachment A to reflect this income.

Attached pages

p. 11 attachment (text read by OCR)
ATTACHMENT A MONICA M. MARQUEZ PERSONAL FINANCIAL DISCLOSURE STATEMENT JANUARY 9, 2026 UPDATED JULY 17, 2026 INCOME: List the names of any sources of income, including capital gains (whether or not taxable) for yourself, your spouse, and minor children residing with you. Recipient of Income Source of Income Range Amount Self Colorado Judicial Department Salary 2025/anticipated 2026: (employer) between $200,000 and $249,999 Self Interest income —BMO Alto Interest earned in 2025: between high-yield savings account $1,000 and $9,999 Self PERA 401(k) I do not receive distributions or other taxable income from this account. In 2025, the total change in value for the 401(k) (including my employee contributions) was between $100,000 and $149,999 Spouse (Sheila E. Barthel) Camping World, Inc. Salary in 2025/anticipated 2026: (employer) between $150,000 and $199,999 Spouse UPDATE: CloudSoda Compensation received in 2025 (occasional contract work for work completed in late 2024: completed in 2024) Less than $4,000 Spouse Interest income —BMO Alto Interest earned in 2025: between high-yield savings account $1,000 and $9,999 Spouse Transamerica 401(k) My spouse does not receive distributions or other taxable income from this account. In 2025, investment returns were between $10,000 and $24,999. Spouse Vanguard IRA accounts My spouse does not receive brokerage account. distributions or other taxable income from these IRA accounts. In 2025, investment returns were between $100,000 and $149,000. Spouse Schwab brokerage account In 2025, investment returns were (including TWLO stock) between $10,000 and $24,999.
p. 12 attachment (text read by OCR)
Attachment A Monica M. Marquez Personal Financial Disclosure Statement Updated July 17, 2026 Page 2 Spouse Fidelity HSA account My spouse does not receive distributions or other taxable income from this account. In 2025, investment returns were between $1,000 to $9,999. ASSETS: List the of each business, insurance policy, or trust where there is a financial interest in excess of $5,000 for yourself, your spouse, and minor children residing with you. Person with financial interest Name of Business, Insurance Company, or Trust Self (primary beneficiary) Monica M. Marquez Trust Self (primary beneficiary) Camping World, Inc. employer provided life insurance Self PERA 401(k) (includes: PERAdvantage U.S. Large Cap Stock Fund, PERAdvantage International Stock Fund, PERAdvantage Fixed Income Fund, PERAdvantage U.S. SMID Cap Stock Fund) Spouse (Sheila E. Barthel) Sheila E. Barthel Trust Spouse USAA term life insurance policy Spouse State of CO employer-provided life insurance policy Spouse Transamerica 401(k) (includes: GABXX, State Street Global All Cap Ex US Index, State Street S&P 500 Index, State Street US Inflation Protected Bond Index) Spouse Vanguard brokerage account (includes: VMFXX, VDC, VEU, VFH, VHT, VIG, VIS, VNQ, VUG, VWOB, VGT, VAW, VOO, VTI, VPU, VTV, FJLP, GRNY, IFRA, SCHD, GLD) Spouse Vanguard Rollover IRA brokerage account (includes: VMFXX, VBIRX, VDADX, VFWAX, VGPMX, VTAPX, VWIAX) Spouse Vanguard Roth IRA brokerage account (includes: VMFXX, VFIAX, VGPMX, VTSAX) Spouse Vanguard Traditional IRA account (includes: VMFXX, VBTLX, VDADX, VIHAX) Spouse Fidelity HSA account (includes: FXAIX, FTIHX, FZILX, FSUTX, FDRXX) Spouse Schwab brokerage account (includes: TWLO, ACWV, Charles Schwab Bank sweep account)

What we couldn't place

  • 11 scanned page(s) read by OCR: worth a look
  • the typed answers are drawn on the page, not text: read by OCR