Audrey Robertson
The data on this page comes from a financial disclosure filed by Audrey Robertson, who was picked to be: Assistant Secretary for Efficiency and Renewables, Department of Energy. It is part of a collection of thousands of ethics documents ProPublica has been collecting from across the Trump administration.
Roles Outside Government
Officials are required to disclose paid or unpaid positions they hold or recently held outside the federal government, including roles as officer, director, trustee or employee. (Form 278e, Part 1)
| Organization | Position held | Endnote | Line No. |
|---|---|---|---|
| Franklin Mountain Operating, LLC | Co-Founder, CFO, Executive Vice President, 9/2018 - Present | Filer holds this position with Franklin Mountain Operating, LLC. The LLC is a wholly owned subsidiary of Franklin Mountain Energy Holdings, LP. All employees of Franklin Mountain Energy Holdings, LP are technically employed at Franklin Mountain Operating, LLC. Franklin Mountain Operating, LLC, Franklin Mountain Energy Holdings, LP and Franklin Mountain Energy Holdings, 2 LP have sold all their oil and gas assets, and are only currently in business to complete the accounting, reporting and tax work required by the sale. All these entities will not have any other clients and are not pursuing any other business. | 1 |
| ARK Squared, LLC | Managing Member, 12/2018 - Present | 2 | |
| Liberty Energy, Inc. | Member of the Board of Directors, 6/2021 - Present | 3 | |
| Elliott Associates, LP | Consultant, 1/2024 - 12/2024 | 4 | |
| Greenline Community Development Fund, LLC | Advisory Board Member, 8/2016 - Present | 5 | |
| ACE Scholarships | Trustee, 5/2012 - Present | 6 | |
| National Western Stock Show Association | Member, 1/2012 - Present | 7 | |
| New Mexico Oil & Gas Association | Vice Chair, Executive Committee, Governance Committee, Finance Committee, 10/2022 - 2/2025 | 8 | |
| Kimmeridge Energy Management Company, LLC | Consultant, 12/2021 - 2/2025 | 9 | |
| Robertson Revocable Trust | Trustee, 12/2021 - Present | 10 | |
| Juniper Mesa Management, LLC | Principal, 9/2018 - Present | 11 | |
| Pearl Valley Midstream, LLC | Officer, 8/2023 - Present | Pearl Valley Midstream, LLC is a subsidiary of Franklin Mountain Energy Holdings 2, LP. I resigned from this entity subsequent to filing. | 12 |
| Peppertree, LLC | Registered Agent and Managing Member, 6/2016 - Present | 13 | |
| Four Boys Industries, LLC | Managing Partner, 8/2013 - 12/2024 | This LLC is no longer in business. | 14 |
Employment Assets
Officials are required to disclose assets associated with their employment, including salary, retirement accounts, stocks, intellectual property and awards or prizes. (Form 278e, Part 2)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Franklin Mountain Management LLC 401K | 1 | ||||
| Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX) | $50,001 - $100K | None (or less than $201) | 1.1 | ||
| DFA Global Real Estate Securities Fund (DFGEX) | $15,001 - $50,000 | None (or less than $201) | 1.2 | ||
| JP Morgan Emerging Markets Equity R6 Fund (JEMWX) | $15,001 - $50,000 | None (or less than $201) | 1.3 | ||
| Fisher Investments All World Equity Collective Fund Class 3 | $50,001 - $100K | None (or less than $201) | 1.4 | ||
| ROTH IRA #1 | 2 | ||||
| Amazon.com, Inc. (AMZN) | $1,001 - $15,000 | None (or less than $201) | 2.1 | ||
| Franklin Mountain Operating, LLC (energy company) | $1.4M | salary and bonus | 3 | ||
| Liberty Energy, Inc. | $125K | Director Fees | 4 | ||
| Elliott Associates, LP | $50,000 | consulting fees | I am not owed any outstanding fees. | 5 | |
| Liberty Energy, Inc., common stock | $500K - $1M | $2,501 - $5,000 | Dividends | 6 | |
| Liberty Energy, Inc., Unvested Restricted Stock Units | $100K - $250K | None (or less than $201) | 7 | ||
| Rollover IRA | 8 | ||||
| Birkenstock HLDG PLC F (BIRK) | $1,001 - $15,000 | None (or less than $201) | 8.1 | ||
| BioMarin Pharmaceutical Inc. (BMRN) | $1,001 - $15,000 | None (or less than $201) | 8.2 | ||
| DIGITAL REALTY TRUST INC REIT (DLR) | $1,001 - $15,000 | None (or less than $201) | 8.3 | ||
| Devon Energy Corp. (DVN) | $1,001 - $15,000 | None (or less than $201) | 8.4 | ||
| EQT Corp. (EQT) | $15,001 - $50,000 | None (or less than $201) | 8.5 | ||
| Eli Lilly & Co. (LLY) | $15,001 - $50,000 | None (or less than $201) | 8.6 | ||
| Marathon Petroleum Corp. (MPC) | $100K - $250K | None (or less than $201) | 8.7 | ||
| Microsoft Corp. (MSFT) | $50,001 - $100K | None (or less than $201) | 8.8 | ||
| Royal Gold, Inc. (RGLD) | $15,001 - $50,000 | None (or less than $201) | 8.9 | ||
| Tamboran Resources Corp F (TBN) | $1,001 - $15,000 | None (or less than $201) | 8.10 | ||
| Tourmaline Oil Corp F (TRMLF) | $15,001 - $50,000 | None (or less than $201) | 8.11 | ||
| Tenaris S.A. American Depositary Shares (TS) | $15,001 - $50,000 | None (or less than $201) | 8.12 | ||
| Amazon.com, Inc. (AMZN) | $100K - $250K | None (or less than $201) | 8.13 | ||
| Franklin Mountain Operating, LLC, anticipated severance | $250K - $500K | None (or less than $201) | 9 | ||
| Franklin Mountain Energy Holdings, LP, deferred compensation: cash receivable | $500K - $1M | None (or less than $201) | 10 | ||
| Franklin Mountain Energy Holdings 2, LP, deferred compensation: cash receivable | $100K - $250K | None (or less than $201) | 11 | ||
| Franklin Mountain Energy Holdings, LP, management incentive units (no remaining units) | None (or less than $1,001) | $40M | Cash Payment | 12 | |
| Franklin Mountain Energy Holdings 2, LP, management incentive units (no remaining units) | None (or less than $1,001) | $7.4M | Cash Payment | 13 | |
| Coterra Energy, LLC (CTRA) | $25M - $50M | None (or less than $201) | Received as part of the payout for management incentive units held with Franklin Mountain Energy Holdings, LP and Franklin Energy Holdings 2, LP. | 14 | |
| Juniper Mesa Management, LLC, carried interest in Juniper Mesa Partners, LP (value not readily ascertainable): 20% of profits over 5% preferred return | None (or less than $201) | Juniper Mesa Management, LLC manages Juniper Mesa Partners, LP. See lines 17.1 through 17.94 for the holdings of this fund on which the carried interest is based. | 15 | ||
| Liberty Energy, Inc., anticipated director fees | $15,001 - $50,000 | None (or less than $201) | 16 | ||
| Juniper Mesa Partners, LP (hedge fund) | $1M - $5M | $50,001 - $100K | Capital Gains Dividends Interest | 17 | |
| U.S. Brokerage Money Market Account (cash) | 17.1 | ||||
| U.S. Dollar-British pound sterling (USD/GBP), open position | 17.2 | ||||
| U.S. Dollar-Hong Kong dollar (USD/HKD), open position | 17.3 | ||||
| TESLA INC COM | 17.4 | ||||
| PRESTIGE CONSUMER HEALTHCARE INC COM | 17.5 | ||||
| Nvidia Corp Com | 17.6 | ||||
| WD 40 CO COM | 17.7 | ||||
| OLLIES BARGAIN OUTLET HLDGS INC COM | 17.8 | ||||
| WEIS MKTS INC COM | 17.9 | ||||
| C3 Ai Inc CL A | 17.10 | ||||
| BRINKER INTL INC COM | 17.11 | ||||
| PALANTIR TECHNOLOGIES INC CL A | 17.12 | ||||
| ORGANOGENESIS HLDGS INC CL A | 17.13 | ||||
| LANCASTER COLONY CORP COM | 17.14 | ||||
| UNITED STS LIME & MINERALS INC COM | 17.15 | ||||
| LUMEN TECHNOLOGIES INC LA COM | 17.16 | ||||
| WK KELLOGG CO COM | 17.17 | ||||
| G-III APPAREL GROUP LTD COM | 17.18 | ||||
| SCOTTS MIRACLE-GRO CO COM | 17.19 | ||||
| Shake Shack Inc CL A | 17.20 | ||||
| B & G FOODS INC NEW COM | 17.21 | ||||
| V F CORP COM | 17.22 | ||||
| ISHARES BITCOIN TR ETF SHS BEN INT | 17.23 | ||||
| AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P1028 | 17.24 | ||||
| GENESCO INC COM | 17.25 | ||||
| SYMBOTIC INC CL A | 17.26 | ||||
| Gap Inc Com | 17.27 | ||||
| VINCE HLDG CORP COM NEW | 17.28 | ||||
| AURORA CANNABIS INC COM NO PAR ISIN#CA05156X8504 | 17.29 | ||||
| EHANG HLDGS LTD ADS REPSTG CL A SHS ISIN#US26853E1029 | 17.30 | ||||
| Honest Co Inc Com | 17.31 | ||||
| SYMBOTIC INC CL A | 17.32 | ||||
| BRINKER INTL INC COM | 17.33 | ||||
| LOVESAC CO COM | 17.34 | ||||
| RED CAT HLDGS INC COM | 17.35 | ||||
| RED CAT HLDGS INC COM | 17.36 | ||||
| BIG 5 SPORTING GOODS CORP COM | 17.37 | ||||
| ESC PERSHING SQUARE TONTINE HLDGS LTD CL A | 17.38 | ||||
| PUT 100 LEMONADE INC COM EXP 02-28- [email protected] OPTION ROOT= LMND | 17.39 | ||||
| CALL 100 NVIDIA CORP COM EXP 02-28- [email protected] OPTION ROOT= NVDA | 17.40 | ||||
| CALL 100 C3 AI INC CL A EXP 02-28- [email protected] OPTION ROOT= AI | 17.41 | ||||
| CALL 100 LUMEN TECHNOLOGIES INC LA COM EXP 02-28-25 @5.50 | 17.42 | ||||
| PUT 100 CARVANA CO CL A EXP 02-28- [email protected] OPTION ROOT= CVNA | 17.43 | ||||
| PUT 100 LEMONADE INC COM EXP 02-28- [email protected] OPTION ROOT= LMND | 17.44 | ||||
| PUT 100 DRIVEN BRANDS HLDGS INC COM EXP [email protected] OPTION ROOT= DRVN | 17.45 | ||||
| CALL 100 LAMB WESTON HLDGS INC COM EXP [email protected] OPTION ROOT= LW | 17.46 | ||||
| CALL 100 DOLLAR TREE INC COM EXP 03- [email protected] OPTION ROOT= DLTR | 17.47 | ||||
| CALL 100 AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P1028 EXP [email protected] OPTION ROOT= AS | 17.48 | ||||
| CALL 100 COUPANG INC CL A EXP 03-21- [email protected] OPTION ROOT= CPNG | 17.49 | ||||
| PUT 100 B & G FOODS INC NEW COM EXP [email protected] OPTION ROOT= BGS | 17.50 | ||||
| PUT 100 ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 EXP [email protected] OPTION ROOT= BABA | 17.51 | ||||
| PUT 100 NVIDIA CORP COM EXP 02-28- [email protected] OPTION ROOT= NVDA | 17.52 | ||||
| PUT 100 REVOLVE GROUP INC CL A EXP [email protected] OPTION ROOT= RVLV | 17.53 | ||||
| CALL 100 WK KELLOGG CO COM EXP 03- [email protected] OPTION ROOT= KLG | 17.54 | ||||
| CALL 100 META PLATFORMS INC CL A EXP [email protected] OPTION ROOT= META | 17.55 | ||||
| PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY | 17.56 | ||||
| PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY | 17.57 | ||||
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 03-31-25 @500 | 17.58 | ||||
| PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY | 17.59 | ||||
| CALL 100 NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 EXP [email protected] OPTION ROOT= NU | 17.60 | ||||
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 03-21-25 @520 | 17.61 | ||||
| PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 02-28-25 @522 | 17.62 | ||||
| XPONENTIAL FITNESS INC COM CL A | 17.63 | ||||
| FOOT LOCKER INC COM | 17.64 | ||||
| ARITZIA INC SHS SUBORD VOTING ISIN#CA04045U1021 | 17.65 | ||||
| CACI INTL INC CL A | 17.66 | ||||
| CROCS INC COM | 17.67 | ||||
| CITI TRENDS INC COM | 17.68 | ||||
| ALICO INC COM | 17.69 | ||||
| NATIONAL VISION HLDGS INC COM | 17.70 | ||||
| SKECHERS U S A INC CL A | 17.71 | ||||
| VALARIS LTD COM ISIN#BMG9460G1015 | 17.72 | ||||
| PRADA SPA AZ ISIN#IT0003874101 | 17.73 | ||||
| FEVERTREE DRINKS PLC SHS ISIN#GB00BRJ9BJ26_D | 17.74 | ||||
| VISTRY GROUP PLC REGISTERED SHS ISIN#GB0001859296 | 17.75 | ||||
| SAVERS VALUE VLG INC COM | 17.76 | ||||
| DRIVEN BRANDS HLDGS INC COM | 17.77 | ||||
| COUPANG INC CL A | 17.78 | ||||
| BATH & BODY WKS INC COM | 17.79 | ||||
| SPROTT PHYSICAL URANIUM TR UNIT ISIN#CA85210A1049 | 17.80 | ||||
| DEVON ENERGY CORP NEW COM | 17.81 | ||||
| ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 | 17.82 | ||||
| CAPRI HLDGS LTD SHS ISIN#VGG1890L1076 | 17.83 | ||||
| FIRST WATCH RESTAURANT GROUP INC COM | 17.84 | ||||
| BAUSCH + LOMB CORP COM CA0717051076 | 17.85 | ||||
| OVINTIV INC COM | 17.86 | ||||
| ISHARES TR 20+ YR TREAS BD ETF | 17.87 | ||||
| NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 | 17.88 | ||||
| LAMB WESTON HLDGS INC COM | 17.89 | ||||
| Meta Platforms Inc Cl A | 17.90 | ||||
| Carvana Co CL A | 17.91 | ||||
| Amazon Com Inc Com | 17.92 | ||||
| LAUDER ESTEE COS INC CL A | 17.93 | ||||
| PHILIP MORRIS INTL INC COM | 17.94 | ||||
| Juniper Mesa Management LLC (investment management company) (value represents ownership in the LLC) | $15,001 - $50,000 | None (or less than $201) | 18 | ||
| ARK Squared, LLC | $75,000 | management fees | Held within Peppertree, LLC portfolio. | 19 | |
| SPABS, LLC, profit interest units (value not readily ascertainable): 20% of profits after 5% internal rate of return and 100% capital return | $27,353 | Profit Interests | Ark Squared, LLC will receive 20% of the profits due to its Class A interest after a 5% annual IRR and 100% capital has been returned. Also, income amount reflects income of profit interests received from Ark Squared, LLC. | 19.1 | |
| SPABS, LLC, real estate, solar development and agricultural (current holding is reported at Part 6, Line 21.36) | $1M - $5M | $50,001 - $100K | Capital Gains Rent or Royalties | 19.2 |
Employment Agreements
Officials are required to disclose agreements relating to other jobs, including what will happen with any small businesses they own during government service and any continued health care coverage, planned leaves of absence, severance or bonuses. (Form 278e, Part 3)
| Organization | Agreement | Endnote | Line No. |
|---|---|---|---|
| Franklin Mountain Management LLC 401K | I continue to participate, but the sponsor has ceased to make contributions to this defined contribution plan (2019-01-01) | 1 | |
| Franklin Mountain Operating, LLC | The oil and gas assets that this company operated were sold in January 2025 and there are no assets or operating for this entity going forward. Thus, upon separation, I will receive a fixed severance payment on my last day of work, which equates to one year of my base salary. This payout structure has been offered to all employees pursuant to the sale of the company and will become effective upon execution of a separation agreement. (2025-01-01) | 2 | |
| Liberty Energy, Inc. | The Liberty Compensation Committee has the discretion to automatically vest these RSUs, subject to my confirmation, and I understand this matter will be considered by the Committee if and when I am confirmed. I will forfeit my unvested RSUs upon separation. (2025-01-01) | 3 | |
| Franklin Mountain Energy Holdings, LP | The underlying assets (held by wholly owned subsidiary companies) were sold in January 2025. Pursuant to normal and customary wind down activities required post-sale for oil and gas companies, I will receive payout of previously earned deferred compensation from Franklin Mountain Energy Holdings, LP that was held back at the time of the sale and will be paid to me after wind down costs and taxes are settled during the fourth quarter of 2025 or the first quarter of 2026 (2025-01-01) | 4 | |
| Franklin Mountain Energy Holdings 2, LP | The underlying assets (held by wholly owned subsidiary companies) were sold in January 2025. Pursuant to normal and customary wind down activities required post-sale for oil and gas companies, I will receive payout of previously earned deferred compensation from Franklin Mountain Energy Holdings 2, LP that was held back at the time of the sale and will be paid to me after wind down costs and taxes are settled during the fourth quarter of 2025 or the first quarter of 2026 (2025-01-01) | 5 | |
| Liberty Energy, Inc. | Upon confirmation, I anticipate receiving my pro-rata earned director fees pursuant to a disclosed compensation plan for services rendered in the second quarter of 2025 and up to my date of separation as director cash fees are paid quarterly in arrears. (2021-06-01) | 6 | |
| Juniper Mesa Management, LLC | I am not an employee of Juniper Mesa Management, LLC. My initial capital investment was accompanied by the operating agreement of the LLC, which deemed me one of the Principals of the LLC. I do not have a formal position with Juniper Mesa Management, LLC and although I have maintained my ownership, I am a silent partner to the LLC and not involved in any decisions or operations of the business. This LLC receives carried interest from management of Juniper Mesa Partners, LP, of which I am a Limited Partner. I am still a passive investor of Juniper Mesa Management, LLC and I receive carried interest (if earned) solely based on my ownership interest in Juniper Mesa Management, LLC. (2018-09-01) | 7 | |
| ARK Squared, LLC | Pursuant to my ownership with ARK Squared, and the management agreement that ARK Squared, LLC holds with SPABS, LLC, I retain a profit interest in SPABS, LLC. The percentage was fixed at 20% of profits due to its general partnership interest after a 5% annual IRR and 100% capital has been returned. Payment will be made if and when the fund profits from its investments. (2018-11-01) | 8 |
Compensation
Officials are required to disclose the sources of any compensation above $5,000 in a year. (Form 278e, Part 4)
Other Assets and Income
Officials are required to disclose other assets and sources of investment income belonging to them, their spouse or their dependent children. These include annuities, bonds, cash, college savings plans, farms, precious metals, real estate, stocks, trusts and wills. (Form 278e, Part 6)
| Description | Value | Income | Income Type | Endnote | Line No. |
|---|---|---|---|---|---|
| Monaco & Evans Phase II (Freg Buchtel Plaza Associates LLC) (multi-family properties)) | 1 | ||||
| Multi-Family Property in Denver Colorado | $50,001 - $100K | $15,001 - $50,000 | Rent or Royalties | 1.1 | |
| Kayne Anderson Energy Fund VI, L.P. | $1,001 - $15,000 | $1,001 - $2,500 | 2 | ||
| Kayne Newroad Ventures Fund II, LP | $1,001 - $15,000 | None (or less than $201) | 3 | ||
| Kayne Partners Fund III (QP), LP | $15,001 - $50,000 | $15,001 - $50,000 | 4 | ||
| U.S. Bank #1 (Cash) | $1,001 - $15,000 | None (or less than $201) | 5 | ||
| U.S. Bank #2 (Cash) | $15,001 - $50,000 | None (or less than $201) | 6 | ||
| U.S. Bank #3 (Cash) | $15,001 - $50,000 | None (or less than $201) | 7 | ||
| U.S. Bank #4 (Cash) | $100K - $250K | None (or less than $201) | 8 | ||
| U.S. Bank #5 (Cash) | $1,001 - $15,000 | None (or less than $201) | 9 | ||
| U.S. Bank #6 (Cash) | $1,001 - $15,000 | None (or less than $201) | 10 | ||
| U.S. Bank #7 (Cash) | $1,001 - $15,000 | None (or less than $201) | 11 | ||
| U.S. bank #8 (cash) | $1,001 - $15,000 | None (or less than $201) | 12 | ||
| U.S. bank #9 (cash) | $250K - $500K | $201 - $1,000 | Interest | 13 | |
| Robertson Revocable Trust: U.S. bank #10 (cash) | $1,001 - $15,000 | None (or less than $201) | 14 | ||
| Brokerage account 1 | 15 | ||||
| DORCHESTER MINERALS LP (DMLP) | $1,001 - $15,000 | $201 - $1,000 | Dividends | 15.1 | |
| GRAIL INC (GRAL) | $1,001 - $15,000 | None (or less than $201) | 15.2 | ||
| LIBERTY ENERGY INC (LBRT) | $500K - $1M | $2,501 - $5,000 | Dividends | 15.3 | |
| OKLO INC (OKLO) | $15,001 - $50,000 | None (or less than $201) | 15.4 | ||
| TAMBORAN RESOURCES CORP (TBN) | $1,001 - $15,000 | None (or less than $201) | 15.5 | ||
| JPMorgan 100% US Treasury Securities Money Market Fund Institutional Class Shares (JTSXX) | $5M - $25M | $50,001 - $100K | 15.6 | ||
| JPMorgan Ultra-Short Income ETF (JPST) | $5M - $25M | $50,001 - $100K | 15.7 | ||
| U.S. brokerage account (Cash) | $50,001 - $100K | None (or less than $201) | 15.8 | ||
| Brokerage account 2 | 16 | ||||
| JPMorgan 100% US Treasury Securities Money Market Fund Institutional Class Shares (JTSXX) | $1M - $5M | $15,001 - $50,000 | 16.1 | ||
| U.S. brokerage account (Cash) | $1,001 - $15,000 | None (or less than $201) | 16.2 | ||
| Brokerage account 3 | 17 | ||||
| ALPHABET INC-CL A (GOOG) | $1,001 - $15,000 | None (or less than $201) | 17.1 | ||
| ALPHABET INC-CL C (GOOGL) | $1,001 - $15,000 | None (or less than $201) | 17.2 | ||
| Amazon.Com Inc (AMZN) | $1,001 - $15,000 | None (or less than $201) | 17.3 | ||
| CHIPOTLE MEXICAN GRILL INC (CMG) | $15,001 - $50,000 | None (or less than $201) | 17.4 | ||
| HONEYWELL INTERNATIONAL INC (HON) | $1,001 - $15,000 | None (or less than $201) | 17.5 | ||
| LIBERTY ENERGY INC (LBRT) | $1,001 - $15,000 | None (or less than $201) | 17.6 | ||
| OKLO INC (OKLO) | $1,001 - $15,000 | None (or less than $201) | 17.7 | ||
| DIGITAL REALTY TRUST INC (DLR) | $1,001 - $15,000 | None (or less than $201) | 17.8 | ||
| Brokerage Account 4 | 18 | ||||
| ALPHABET INC-CL A (GOOG) | $15,001 - $50,000 | None (or less than $201) | 18.1 | ||
| ALPHABET INC-CL C (GOOG L) | $1,001 - $15,000 | None (or less than $201) | 18.2 | ||
| Amazon.Com Inc (AMZN) | $1,001 - $15,000 | None (or less than $201) | 18.3 | ||
| CHIPOTLE MEXICAN GRILL INC (CMG) | $15,001 - $50,000 | None (or less than $201) | 18.4 | ||
| Honeywell International, Inc. (HON) | $1,001 - $15,000 | None (or less than $201) | 18.5 | ||
| LIBERTY ENERGY INC (LBRT) | $1,001 - $15,000 | None (or less than $201) | 18.6 | ||
| OKLO INC (OKLO) | $1,001 - $15,000 | None (or less than $201) | 18.7 | ||
| Colorado 529 Plan #1 | 19 | ||||
| Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | 19.1 | ||
| Schwab Aggressive Portfolio Index | $15,001 - $50,000 | None (or less than $201) | 19.2 | ||
| Schwab Moderately Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | 19.3 | ||
| Schwab Moderately Aggressive Portfolio Index | $15,001 - $50,000 | None (or less than $201) | 19.4 | ||
| Colorado 529 Plan #2 | 20 | ||||
| Schwab Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | 20.1 | ||
| Schwab Aggressive Portfolio Index | $15,001 - $50,000 | None (or less than $201) | 20.2 | ||
| Schwab Moderately Aggressive Portfolio | $1,001 - $15,000 | None (or less than $201) | 20.3 | ||
| Schwab Moderately Aggressive Portfolio Index | $15,001 - $50,000 | None (or less than $201) | 20.4 | ||
| Peppertree, LLC | 21 | ||||
| 1.21 LLC (real estate) | 21.1 | ||||
| Undeveloped land, Weld County, CO | $50,001 - $100K | None (or less than $201) | 21.1.1 | ||
| 4400 Clay Fund III LLC (real estate) | 21.2 | ||||
| Colorado real estate sold in January 2025 | None (or less than $1,001) | $50,001 - $100K | Capital Gains | 21.2.1 | |
| Aurora Crossroads LLC (real estate) | 21.3 | ||||
| Undeveloped land, Aurora, CO planned for commercial or multifamily uses. | $100K - $250K | None (or less than $201) | 21.3.1 | ||
| Buffbraker LLC (real estate) | 21.4 | ||||
| agricultural land in Weld County, CO planned for residential or industrial uses | $50,001 - $100K | None (or less than $201) | 21.4.1 | ||
| CCFO DIA Marriott LLC (hotel investment) | 21.5 | ||||
| Marriott Hotel near Denver International Airport | $50,001 - $100K | None (or less than $201) | 21.5.1 | ||
| Compark South LLC (real estate) | 21.6 | ||||
| agricultural land in Parker, CO planned for commercial uses | $100K - $250K | None (or less than $201) | 21.6.1 | ||
| Dawson Trails I LLC (real estate) | 21.7 | ||||
| Castle Rock, CO land with residential, commercial and industrial uses | $500K - $1M | None (or less than $201) | 21.7.1 | ||
| Gateway North LLC (real estate) | 21.8 | ||||
| mixed-use land in Denver, CO planned for commercial uses | $50,001 - $100K | $15,001 - $50,000 | Capital Gains | 21.8.1 | |
| Grand Meadow Investors LLC (real estate) | 21.9 | ||||
| agricultural land in Mead, CO planned for residential uses. | $50,001 - $100K | None (or less than $201) | 21.9.1 | ||
| Inverness 161 LLC (real estate) | 21.10 | ||||
| office building in Inverness, CO | $50,001 - $100K | None (or less than $201) | 21.10.1 | ||
| Ozden LLC (real estate) | 21.11 | ||||
| agricultural land in Aurora, CO planned for commercial and residential uses | $500K - $1M | None (or less than $201) | 21.11.1 | ||
| Prentice KBWest LLC (real estate) | 21.12 | ||||
| Office building in Greenwood Village, CO | $50,001 - $100K | $1,001 - $2,500 | Rent or Royalties | 21.12.1 | |
| Tucson Office LLC (real estate) | 21.13 | ||||
| Corporate office campus in Centennial, CO | $250K - $500K | $50,001 - $100K | Rent or Royalties | 21.13.1 | |
| Loretto Heights LLC (real estate) | 21.14 | ||||
| Mixed-use redevelopment of a historic college campus in Denver, CO | $50,001 - $100K | None (or less than $201) | 21.14.1 | ||
| Walk Off LLC (real estate) | 21.15 | ||||
| vacant land in Brighton, CO for residential and commercial uses | $100K - $250K | None (or less than $201) | 21.15.1 | ||
| Wardih LLC (real estate) | 21.16 | ||||
| vacant land in Commerce City, CO | $100K - $250K | None (or less than $201) | 21.16.1 | ||
| Westside Waterview (real estate) | 21.17 | ||||
| Office campus in Centennial, CO | $50,001 - $100K | None (or less than $201) | 21.17.1 | ||
| WDW Hillsboro Hotel I Investment LLC (hotel investment) | 21.18 | ||||
| Embassy Suites hotel in Hillsboro OR | $100K - $250K | $15,001 - $50,000 | Rent or Royalties | 21.18.1 | |
| WDW Hillsboro Hotel II Investment LLC (hotel investment) | 21.19 | ||||
| Hampton Inn and Suites hotel in Hillsboro OR | $50,001 - $100K | None (or less than $201) | 21.19.1 | ||
| Riot House Denver, LLC (food/drinking establishment)) | 21.20 | ||||
| Bar and Restaurant in Downtown Denver | $15,001 - $50,000 | None (or less than $201) | 21.20.1 | ||
| Franklin Mountain Packaging Group LLC | $100K - $250K | None (or less than $201) | 21.21 | ||
| Durabox de Chihuahua, S.A. de C.V. (packing materials) | $100K - $250K | None (or less than $201) | 21.21.1 | ||
| Franklin Mountain Packaging, LLC (packaging and containers manufacturing) | $250K - $500K | None (or less than $201) | 21.21.2 | ||
| Franklin Mountain San Marcos Fund, LP | 21.22 | ||||
| Franklin Mountain San Marcos I, LP | 21.22.1 | ||||
| Undeveloped land, San Marcos, TX | $250K - $500K | None (or less than $201) | 21.22.1.1 | ||
| Franklin Mountain San Marcos 75, LP | 21.22.2 | ||||
| Undeveloped land, San Marcos, TX | $250K - $500K | None (or less than $201) | 21.22.2.1 | ||
| Frontrange Property Fund III, LP (commercial real estate private equity) | $100K - $250K | $15,001 - $50,000 | 21.23 | ||
| Luminate Capital Partners II, LP | $100K - $250K | $5,001 - $15,000 | 21.24 | ||
| Urban Solution Group, LLC (Sound Wall and Urban Mitigation Company focused on Oil and Gas) | $50,001 - $100K | $15,001 - $50,000 | Capital Gains Rent or Royalties | 21.25 | |
| Dana's Organic Wines, LLC (single serve organic wine company) | $100K - $250K | None (or less than $201) | 21.26 | ||
| Stratify, LLC (Financial technology software company) | $50,001 - $100K | None (or less than $201) | 21.27 | ||
| Best Shot Care, Inc (fertility education business) | $50,001 - $100K | None (or less than $201) | 21.28 | ||
| Forum Multifamily Real Estate Investment Trust, Inc. (F Shares) | $50,001 - $100K | None (or less than $201) | 21.29 | ||
| Forum Multifamily Real Estate Investment Trust, Inc. (C-1) | $1,001 - $15,000 | None (or less than $201) | 21.30 | ||
| Residential real estate, Vail, Colorado | $1M - $5M | $50,001 - $100K | Rent or Royalties | 21.31 | |
| Residential real estate, Cherry Hills Village, Colorado | $1M - $5M | $15,001 - $50,000 | Rent or Royalties | 21.32 | |
| Westside LC, LLC | 21.33 | ||||
| Commercial Real Estate, Denver, Colorado | $250K - $500K | None (or less than $201) | 21.33.1 | ||
| Franklin Mountain Permian Holdings, LP | 21.34 | ||||
| Commercial real estate, Midland, Texas | None (or less than $1,001) | $5,001 - $15,000 | 21.34.1 | ||
| Oil and Gas lease, Weld County, Colorado - Dunamis | $1,001 - $15,000 | $201 - $1,000 | Rent or Royalties | 21.35 | |
| SPABS, LLC | 21.36 | ||||
| Agricultural land outside of Ft Collins CO, Fully leased agricultural land | $1M - $5M | $100K - $1M | Capital Gains Rent or Royalties | 21.36.1 |
Liabilities
Officials are required to disclose their liabilities totaling more than $10,000, as well as any linked to their spouse or dependent children. These include mortgages, credit card debt and student loans. The interest rates and loan repayment terms are also required. (Form 278e, Part 8)
| Creditor | Description | Endnote | Line No. |
|---|---|---|---|
| UMB Bank | type: Mortgage (investment/rent al property), amount: $500,001 - $1,000,000, year-incurred: 2020, rate: 2.69%, term: 30 year | 1 | |
| JP morgan Chase | type: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2022, rate: 2.9%, term: 30 year | 2 | |
| Luminate Capital Partners II, LP | type: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2018, term: On demand | 3 |




