Kathleen C. Becker
Regional Administrator, Region 8
Estimated Net Worth
  • estimated net worth
    $6.2 M - $12.6 M
Salary
  • salary
    Unknown
Employment
  • Started 11/28/2021

Financial Disclosure Details - OGE Form 278e (12/28/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Denver, Colorado
non equity partner
11/2021
2
Denver, Colorado
legislator
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA
1.1
JP Morgan US government money market (cash account)
$1,001 - $15,000
None (or less than $201)
1.2
iShares MSCI EAFE International Index Fund Class K (BTMKX)
$1,001 - $15,000
$1,001 - $2,500
1.3
Fidelity 500 Index Fund (FXAIX)
$15,001 - $50,000
None (or less than $201)
1.4
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF (BBCA)
$1,001 - $15,000
None (or less than $201)
1.5
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX)
$1,001 - $15,000
None (or less than $201)
1.6
JPMorgan BetaBuilders Europe ETF (BBEU)
$1,001 - $15,000
None (or less than $201)
1.7
JPMorgan BetaBuilders Japan ETF (BBJP)
$1,001 - $15,000
None (or less than $201)
1.8
Six Circles International Unconstrained Equity Fund (CIUEX)
$1,001 - $15,000
None (or less than $201)
1.9
Six Circles U.S. Unconstrained Equity Fund (CUSUX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Denver, Colorado
I will continue to participate in this defined benefit plan.
11/2009

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Denver, Colorado
elected state legislator
2
Denver, Colorado
legal services
3
Denver, Colorado
provided advice and counseling
4
Toledo, Ohio
provided advice and counseling

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
real estate company (sole proprietor)
salary, LLC distributions
2
Self Employment Plan (SEP) IRA
2.1
Apple
$15,001 - $50,000
None (or less than $201)
2.2
Lord Abbett Ultra Short Bond Fund Class F Shares (LUBFX)
$15,001 - $50,000
None (or less than $201)
2.3
iShares TR Russell 2000 ETF
$250,001 - $500,000
$201 - $1,000
2.4
SPDR S&P 500 ETF TR TR Unit
$250,001 - $500,000
$2,501 - $5,000
3
US domestic bank (cash account)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
US domestic brokerage account #1
1.1
deposit sweep account (cash)
$15,001 - $50,000
None (or less than $201)
1.2
Fidelity 500 Index Fund (FXAIX)
$500,001 - $1,000,000
$100,001 - $1,000,000
1.3
Fidelity International Index Fund (FSPSX)
$100,001 - $250,000
$15,001 - $50,000
1.4
iShares MSCI EAFE ETF (EFA)
$15,001 - $50,000
$5,001 - $15,000
1.5
JPMorgan BetaBuilders Canada ETF (BBCA)
$50,001 - $100,000
$15,001 - $50,000
1.6
JPMorgan BetaBuilders Developed Asia ex- Japan ETF (BBAX)
$15,001 - $50,000
$2,501 - $5,000
1.7
JPMorgan BetaBuilders Europe ETF (BBEU)
$50,001 - $100,000
$5,001 - $15,000
1.8
JPMorgan BetaBuilders Japan ETF (BBJP)
$50,001 - $100,000
$2,501 - $5,000
1.9
JPMorgan Tax Aware Equity Fund Class R6 (JPELX)
$1,001 - $15,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
United Wholesale Mortgage
$500,001 - $1,000,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
associated with coffee shop, but filer and spouse have no mortgage liability.
6
9.1
value not readily ascertainable. ownership share is 5.5%
6
9.1.6
Value not readily ascertainable; ownership share is 5.5%
6
9.11
value not readily ascertainable; ownership share is 5%
6
9.12
value not readily ascertainable; ownership share is 8.53%
6
9.13
value not readily ascertainable; ownership share is 4%

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