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Mary Hoak › Personal Financial Disclosure

Mary Hoak: 2026 (amendment) disclosure

Office held or sought
DISTRICT COURT JUDGE
Filed
2026-09-11
Source
A scanned statement, read by OCR (15 pages) · TRACER document search (document 340730)

Income sources 3

SourceWhoseRange
STATE OF COLORADOSelf$200,000–$249,999
DIVIDENDS AND INTERESTSelf$750,000–$999,999
DIVIDENDS AND INTERESTSpouse$10,000–$24,999

Up to $1,274,997 in all: the top of each range, added up.

Assets (a financial interest over $5,000) 2

Business, insurance policy or trustWhose
ADULT CHLD REVOCABLE MEDICAL AND EDUCATIONAL TRUSTSelf and spouse
ADULT CHILD REVOCABLE AND EDUCATIONALSelf and spouse

Property in Colorado 1

WhereWhatOwner
NONE, GRAND CountyRESIDENTIAL REAL PROPERTYSelf

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

PositionOrganizationWhosePaid?
CO-CHAIR AND MEM/HEADWATERSTRAIL ALLI//UncompensatedSpouse
TRUSTEESADULT CHILDSelf and family member
TRUSTEESADULT CHILDSelf and family memberUncompensated
ADULT CHILDSelf and family member
TRUSTEESADULT CHILD IRREVOCABSelf and family memberUncompensated

Attached pages

p. 11 attachment (text read by OCR)
Attachment to Personal Financial Disclosure Statement Update for Judge Mary C. Hoak dated September 2026 Assets This is a list of all the companies or fund or bonds or options or certificates of deposit in which I or my spouse hold an interest, most of which provide income: Held by Mary C. Hoak: Australia Dollar Savings Deposit British American Tobacco Exxon Mobil Corp McDonald’s Corp. Flagstar Financial Inc New Merck & Co., Inc. New Com Organon & Co Procter & Gamble The J.M. Smucker Company Verizon Communications Abbvie Inc Com Invesco Ltd. Main Street Capital Corp AFLAC Incorporated Allstate Corp. Caterpillar Inc Chicago Atlantic Real Estate Coca Cola Co Colgate Palmolive Co Constellation Energy Corp HSBC Holdings PLC SPON ADR New Yum Brands, Inc. Yum China Royal Caribbean Group Com American Electric Power Co Inc. Archer Daniels Midland Best Buy Co Carnival Corporation LTD Enbridge Inc. Exelon Corp Fedex Corp Fedex Freight Holding Co Inc Fifth 3™ Bancorp Ohio Harley Davidson Inc Kimberly Clark Corp Pepsico Inc Starbucks Corp Washington
p. 12 attachment
Versant Media Group Inc Cl A Stanley Black & Decker Inc Whirlpool Corp CBOE Global Markets Inc Morgan Stanley China A Share Fund Inc Healthpeak Properties Ebert Met Dist Colo Bd Prudential Financial, Inc. Valero Energy Corp New AT&T, Inc. Capital One Financial Pfizer, Inc. Principal Financial Group Kraft Heinz Co. Mondelez Intl Inc. Intercontinental Exchange Group Viatris Inc Apple Inc Berkshire Hathaway Inc New CL B Capital Group International Eq Capital Group International Federated Hermes Govt Obl Fund Class First Tr RBA American Indian JP Morgan Equity JP Morgan NASDAW Equity Marvell Technology Inc. Microsoft Corp Netflix Inc Nvidia Proshares S&P 500 Aristocrats ETF Alphabet, Inc. Cl A Amazon.com, Inc. Casella Waste Chevron Corp Johnson & Johnson Com Martin Marietta SBA Communications Corp. Visa, Inc. CL A Warner Brothers Discovery, Inc. UBS Bank USA Core Savings In my HSA, I own: Vanguard Retirement 2040 INV Vanguard Retirement 2050 INV
p. 13 attachment
I receive interest from Bank Deposit Program Morgan Stanley Bank N.A. and UBS Sweep Program and UBS Bank USA Core Savings and Fidelity Government Money Market (SPAXX) I own the following bonds: Colorado State Board of Governors Univ Enterprises Adams 12 Five Start Schs Colorado Adams Cnty Colo CTFS Partn Ref and Impt Arapahoe CO CO SD #6 Aspen CO CTFS Partners Ref and Impt Aurora CO Swr Imp Bayfield CO SD #10 Brevard County FL Water and Wastewater Util Brighton CO WTR Activi Broomfield Col Wtr Actvty Centennial Wtr & Santn Dist Colo Wtr Cherokee Co Met Dist W T Build Cty & Cnty of Denver CO Davie FL Water and Sewer Denver CO City and County SR A El Paso Cnty Co Sch ST M Build RV Grand Jct CO Gen FD RV General Motors Financial Co. Miami Dade CO EXWY AU FL SR Montezuma Cnty CO Sch Pitkin Cnty CO Sch Regional Transn Dist RV Univ of CO Enterprise Syd A-2 RV Univ of Colorado Sr Upper Eagle Regl Wtr Weld CO CO SD#RE-9 Colorado Health Facs Colorado Health Facs Aut RV Colorado Hsg & Fin Auth Colorado Sch Mines Colorado Springs CO UT I RV Fort Collins Colo Electric Heather Gardens Metro District Colorado Palm Beach Cnty Fla Wtr & Swr Univ Northn Colorado I own the following certificates of deposit: CFG Community Bank Civista Bk
p. 14 attachment
Gate City Bank Fargo ND Jonesboro State Bank JP Mogan Chase Bank Mizrahi Tefahot Bk Ltd In my PERAPlus 401(k) fund I own shares of: PERAdvantage 2030 Fund In my PERA 457(b) plan I own shares of: PERAdvantage 2030 Fund PERAdvantage 2040 Fund PERAdvantage US Large Cap Stock Fund PERAdvantage International Stock Fund Held by spouse: 3M CO Abbvie Inc Com Automatic Date Processing Inc Broadridge Fin Solu.LLC Harley Davidson, Inc. Intercontinental Exchange Group McDonald’s Corporation PayPal Holding, Inc. Travelers Companies Inc Com US Bancorp Com New Viatris Inc. Walmart Inc Whirlpool Corp Canopy Growth Corp Chevron Corp CVS Health Corp. Com Edison International Emerson Electric Co Exxon Mobil Corp Harley Davidson Inc . Ishares Russell 1000 GRW ETF Pfizer Inc. Prudential Financial Inc. Ryerson Holding Corp SM Energy Company Solventum Corp My spouse holds a certificate of deposit in Wells Fargo Bank, N.A.
p. 15 attachment
My spouse receives interest from Bank Deposit Program Morgan Stanley Bank N.A.

What we couldn't place

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