1

SCL Health

Broomfield, Colorado

Regional Vice President/Gover nment Relations Liaison

Present

2

AWARE, Inc.

Anaconda, Montana

Board Member/Chairm an of the Board

Present

3

Montana Health Research and Education Foundation

Helena, Montana

Board Member

Present

4

Copper Properties, LLP

Helena, Montana

Partner

Present

5

The Dean's List, LLP

Helena, Montana

Partner

Present

6

MSU-Billings

Billings, Montana

Professor

Present

7

Exploration Works

Helena, Montana

Board Member

1/2020

8

Montana Officials Association

Helena, Montana

Highschool Basketball Referee

Present

9

National Association of Intercollegiate Athletics

Kansas City, Missouri

College Basketball Referee

Present

10

Providence Health and Services

Renton , Washington

Government Relations Liaison

Present

1

SCL Health

Salary/Bonus

$538,082

2

Copper Properties, LLP

2.1

Commercial real estate, Butte, MT

$500,001 - $1,000,000

Rent or Royalties

$5,001 - $15,000

3

The Dean's List, LLP

Distributions

$33,680

3.1

Residential real estate, Butte, MT

None (or less than $1,001)

3.2

U.S. bank account (cash)

$1,001 - $15,000

4

Montana State University, Billings, MT

Salary

$6,855

5

Roth IRA

5.1

Fidelity Government Money Market Fund (SPAXX)

$1,001 - $15,000

None (or less than $201)

5.2

Fidelity Freedom Index 2045 Fund Investor Class Shares (FIOFX)

$1,001 - $15,000

None (or less than $201)

1

The Dean's List, LLP

Helena, Montana

I am 1/3 partner of the LLP, but it will be dissolved in Q1 2022.

7/2008

2

SCL Health, 401(k)

Broomfield, Colorado

I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.

1/2017

3

SCL Health, 403(b)

Broomfield, Colorado

I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.

1/2017

4

SCL Health, 457(b)

Broomfield, Colorado

I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.

1/2017

5

Montana State University-Billings

Billings, Montana

I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.

1/2018

6

State of Montana Public Employees Retirement System

Helena, Montana

I will continue to participate in this defined benefit plan

1/2001

7

SCL Health

Broomfield, Colorado

Pursuant to the terms of the Supplemental Executive Retirement Program (SERP), I am eligible for a SERP credit to my SERP account on January 1 of each year. SERP credits vest as of the third January 1 following the date the contribution credit is allocated to my account. At vesting, I receive a lump sum distribution. Any credits that are unvested at the time of resignation will be forfeited.

1/2022

8

SCL Health

Broomfield, Colorado

Pursuant to my employment agreement, I will receive an at-risk supplemental bonus if I am employed with my company at the time such bonus is paid. This bonus is calculated based on established formula.

1/2017

1

SCL Health

Broomfield, Colorado

Regional Vice President for Network Development/Government Relations Liaison which assists with strategy and business development, payer and employer strategy, and regulatory issues.

2

The Dean's List, LLP

Helena, Montana

1/3 partner in a soon to be dissolved partnership involving a former residential rental property.

3

MSU-Billings

Billings, Montana

Adjunct Professor of Health Law and Ethics to undergraduate and master students

4

Providence Health and Services

Renton, Washington

Government Relations Liaison for Providence Health and Services. Providence Health and Services contracts with SCL Health for a quarter of the cost of my salary and benefits.

1

Crowley Fleck PLLP (law firm)

partnership share

2

Keogh Retirement Plan

2.1

Vanguard Institutional Target Retirement 2045 Fund Institutional Class Shares (VITLX)

$500,001 - $1,000,000

None (or less than $201)

2.2

DFA Emerging Markets I

$1,001 - $15,000

None (or less than $201)

2.3

DFA Global Real Estate Securities I

$15,001 - $50,000

None (or less than $201)

2.4

JP Morgan Equity Income R6

$50,001 - $100,000

None (or less than $201)

3

Crowley Fleck PLLP, capital account

$50,001 - $100,000

None (or less than $201)

1

U.S. bank account #1 (cash)

$50,001 - $100,000

None (or less than $201)

2

U.S. bank account #2 (cash)

$50,001 - $100,000

None (or less than $201)

3

Brokerage account

3.1

Vanguard 500 Index Fund Admiral Shares (VFIAX)

$15,001 - $50,000

None (or less than $201)

3.2

Capital Income Builder Class A Shares (CAIBX)

$1,001 - $15,000

None (or less than $201)

3.3

Capital World Growth & Income Fund Class A Shares (CWGIX)

$1,001 - $15,000

None (or less than $201)

3.4

EuroPacific Growth Fund Class A Shares (AEPGX)

$1,001 - $15,000

None (or less than $201)

3.5

American Funds Fundamental Investors Class A Shares (ANCFX)

$1,001 - $15,000

None (or less than $201)

3.6

Growth Fund of America Class A Shares (AGTHX)

$15,001 - $50,000

None (or less than $201)

4

Nevada College Savings Plan

1

First Interstate Bank

$250,001 - $500,000

2013

15 years

2

First Interstate Bank

$100,001 - $250,000

2010

30 years

3

Glacier Bank

$100,001 - $250,000

2019

15 years

4

Werner Building, LLC

$250,001 - $500,000

2019

15 years

5

Betty Boggs

$100,001 - $250,000

2018

30 years

1

2

2

3

Distributions made from sale of single asset in LLP.

3

3

Subsequent to filing this report, the plan was terminated.