Audrey Robertson

Reported Asset Values
$46M–$139M+

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)

OrganizationPosition heldEndnoteLine No.
Franklin Mountain Operating, LLCCo-Founder, CFO, Executive Vice President, 9/2018 - PresentFiler 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, LLCManaging Member, 12/2018 - Present2
Liberty Energy, Inc.Member of the Board of Directors, 6/2021 - Present3
Elliott Associates, LPConsultant, 1/2024 - 12/20244
Greenline Community Development Fund, LLCAdvisory Board Member, 8/2016 - Present5
ACE ScholarshipsTrustee, 5/2012 - Present6
National Western Stock Show AssociationMember, 1/2012 - Present7
New Mexico Oil & Gas AssociationVice Chair, Executive Committee, Governance Committee, Finance Committee, 10/2022 - 2/20258
Kimmeridge Energy Management Company, LLCConsultant, 12/2021 - 2/20259
Robertson Revocable TrustTrustee, 12/2021 - Present10
Juniper Mesa Management, LLCPrincipal, 9/2018 - Present11
Pearl Valley Midstream, LLCOfficer, 8/2023 - PresentPearl Valley Midstream, LLC is a subsidiary of Franklin Mountain Energy Holdings 2, LP. I resigned from this entity subsequent to filing.12
Peppertree, LLCRegistered Agent and Managing Member, 6/2016 - Present13
Four Boys Industries, LLCManaging Partner, 8/2013 - 12/2024This 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)

DescriptionValueIncomeIncome TypeEndnoteLine No.
Franklin Mountain Management LLC 401K1
Vanguard Total Stock Market Index Fund Admiral Class Shares (VTSAX)$50,001 - $100KNone (or less than $201)1.1
DFA Global Real Estate Securities Fund (DFGEX)$15,001 - $50,000None (or less than $201)1.2
JP Morgan Emerging Markets Equity R6 Fund (JEMWX)$15,001 - $50,000None (or less than $201)1.3
Fisher Investments All World Equity Collective Fund Class 3$50,001 - $100KNone (or less than $201)1.4
ROTH IRA #12
Amazon.com, Inc. (AMZN)$1,001 - $15,000None (or less than $201)2.1
Franklin Mountain Operating, LLC (energy company)$1.4Msalary and bonus3
Liberty Energy, Inc.$125KDirector Fees4
Elliott Associates, LP$50,000consulting feesI am not owed any outstanding fees.5
Liberty Energy, Inc., common stock$500K - $1M$2,501 - $5,000Dividends6
Liberty Energy, Inc., Unvested Restricted Stock Units$100K - $250KNone (or less than $201)7
Rollover IRA8
Birkenstock HLDG PLC F (BIRK)$1,001 - $15,000None (or less than $201)8.1
BioMarin Pharmaceutical Inc. (BMRN)$1,001 - $15,000None (or less than $201)8.2
DIGITAL REALTY TRUST INC REIT (DLR)$1,001 - $15,000None (or less than $201)8.3
Devon Energy Corp. (DVN)$1,001 - $15,000None (or less than $201)8.4
EQT Corp. (EQT)$15,001 - $50,000None (or less than $201)8.5
Eli Lilly & Co. (LLY)$15,001 - $50,000None (or less than $201)8.6
Marathon Petroleum Corp. (MPC)$100K - $250KNone (or less than $201)8.7
Microsoft Corp. (MSFT)$50,001 - $100KNone (or less than $201)8.8
Royal Gold, Inc. (RGLD)$15,001 - $50,000None (or less than $201)8.9
Tamboran Resources Corp F (TBN)$1,001 - $15,000None (or less than $201)8.10
Tourmaline Oil Corp F (TRMLF)$15,001 - $50,000None (or less than $201)8.11
Tenaris S.A. American Depositary Shares (TS)$15,001 - $50,000None (or less than $201)8.12
Amazon.com, Inc. (AMZN)$100K - $250KNone (or less than $201)8.13
Franklin Mountain Operating, LLC, anticipated severance$250K - $500KNone (or less than $201)9
Franklin Mountain Energy Holdings, LP, deferred compensation: cash receivable$500K - $1MNone (or less than $201)10
Franklin Mountain Energy Holdings 2, LP, deferred compensation: cash receivable$100K - $250KNone (or less than $201)11
Franklin Mountain Energy Holdings, LP, management incentive units (no remaining units)None (or less than $1,001)$40MCash Payment12
Franklin Mountain Energy Holdings 2, LP, management incentive units (no remaining units)None (or less than $1,001)$7.4MCash Payment13
Coterra Energy, LLC (CTRA)$25M - $50MNone (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 returnNone (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 - $50,000None (or less than $201)16
Juniper Mesa Partners, LP (hedge fund)$1M - $5M$50,001 - $100KCapital Gains Dividends Interest17
U.S. Brokerage Money Market Account (cash)17.1
U.S. Dollar-British pound sterling (USD/GBP), open position17.2
U.S. Dollar-Hong Kong dollar (USD/HKD), open position17.3
TESLA INC COM17.4
PRESTIGE CONSUMER HEALTHCARE INC COM17.5
Nvidia Corp Com17.6
WD 40 CO COM17.7
OLLIES BARGAIN OUTLET HLDGS INC COM17.8
WEIS MKTS INC COM17.9
C3 Ai Inc CL A17.10
BRINKER INTL INC COM17.11
PALANTIR TECHNOLOGIES INC CL A17.12
ORGANOGENESIS HLDGS INC CL A17.13
LANCASTER COLONY CORP COM17.14
UNITED STS LIME & MINERALS INC COM17.15
LUMEN TECHNOLOGIES INC LA COM17.16
WK KELLOGG CO COM17.17
G-III APPAREL GROUP LTD COM17.18
SCOTTS MIRACLE-GRO CO COM17.19
Shake Shack Inc CL A17.20
B & G FOODS INC NEW COM17.21
V F CORP COM17.22
ISHARES BITCOIN TR ETF SHS BEN INT17.23
AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P102817.24
GENESCO INC COM17.25
SYMBOTIC INC CL A17.26
Gap Inc Com17.27
VINCE HLDG CORP COM NEW17.28
AURORA CANNABIS INC COM NO PAR ISIN#CA05156X850417.29
EHANG HLDGS LTD ADS REPSTG CL A SHS ISIN#US26853E102917.30
Honest Co Inc Com17.31
SYMBOTIC INC CL A17.32
BRINKER INTL INC COM17.33
LOVESAC CO COM17.34
RED CAT HLDGS INC COM17.35
RED CAT HLDGS INC COM17.36
BIG 5 SPORTING GOODS CORP COM17.37
ESC PERSHING SQUARE TONTINE HLDGS LTD CL A17.38
PUT 100 LEMONADE INC COM EXP 02-28- [email protected] OPTION ROOT= LMND17.39
CALL 100 NVIDIA CORP COM EXP 02-28- [email protected] OPTION ROOT= NVDA17.40
CALL 100 C3 AI INC CL A EXP 02-28- [email protected] OPTION ROOT= AI17.41
CALL 100 LUMEN TECHNOLOGIES INC LA COM EXP 02-28-25 @5.5017.42
PUT 100 CARVANA CO CL A EXP 02-28- [email protected] OPTION ROOT= CVNA17.43
PUT 100 LEMONADE INC COM EXP 02-28- [email protected] OPTION ROOT= LMND17.44
PUT 100 DRIVEN BRANDS HLDGS INC COM EXP [email protected] OPTION ROOT= DRVN17.45
CALL 100 LAMB WESTON HLDGS INC COM EXP [email protected] OPTION ROOT= LW17.46
CALL 100 DOLLAR TREE INC COM EXP 03- [email protected] OPTION ROOT= DLTR17.47
CALL 100 AMER SPORTS INCORPORATION REGISTERED SHS ISIN#KYG0260P1028 EXP [email protected] OPTION ROOT= AS17.48
CALL 100 COUPANG INC CL A EXP 03-21- [email protected] OPTION ROOT= CPNG17.49
PUT 100 B & G FOODS INC NEW COM EXP [email protected] OPTION ROOT= BGS17.50
PUT 100 ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 EXP [email protected] OPTION ROOT= BABA17.51
PUT 100 NVIDIA CORP COM EXP 02-28- [email protected] OPTION ROOT= NVDA17.52
PUT 100 REVOLVE GROUP INC CL A EXP [email protected] OPTION ROOT= RVLV17.53
CALL 100 WK KELLOGG CO COM EXP 03- [email protected] OPTION ROOT= KLG17.54
CALL 100 META PLATFORMS INC CL A EXP [email protected] OPTION ROOT= META17.55
PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY17.56
PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY17.57
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 03-31-25 @50017.58
PUT 100 SPDR S&P 500 ETF TR TR UNIT EXP [email protected] OPTION ROOT= SPY17.59
CALL 100 NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N1034 EXP [email protected] OPTION ROOT= NU17.60
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 03-21-25 @52017.61
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 02-28-25 @52217.62
XPONENTIAL FITNESS INC COM CL A17.63
FOOT LOCKER INC COM17.64
ARITZIA INC SHS SUBORD VOTING ISIN#CA04045U102117.65
CACI INTL INC CL A17.66
CROCS INC COM17.67
CITI TRENDS INC COM17.68
ALICO INC COM17.69
NATIONAL VISION HLDGS INC COM17.70
SKECHERS U S A INC CL A17.71
VALARIS LTD COM ISIN#BMG9460G101517.72
PRADA SPA AZ ISIN#IT000387410117.73
FEVERTREE DRINKS PLC SHS ISIN#GB00BRJ9BJ26_D17.74
VISTRY GROUP PLC REGISTERED SHS ISIN#GB000185929617.75
SAVERS VALUE VLG INC COM17.76
DRIVEN BRANDS HLDGS INC COM17.77
COUPANG INC CL A17.78
BATH & BODY WKS INC COM17.79
SPROTT PHYSICAL URANIUM TR UNIT ISIN#CA85210A104917.80
DEVON ENERGY CORP NEW COM17.81
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W102717.82
CAPRI HLDGS LTD SHS ISIN#VGG1890L107617.83
FIRST WATCH RESTAURANT GROUP INC COM17.84
BAUSCH + LOMB CORP COM CA071705107617.85
OVINTIV INC COM17.86
ISHARES TR 20+ YR TREAS BD ETF17.87
NU HOLDINGS LIMITED REGISTERED SHS -A- ISIN#KYG6683N103417.88
LAMB WESTON HLDGS INC COM17.89
Meta Platforms Inc Cl A17.90
Carvana Co CL A17.91
Amazon Com Inc Com17.92
LAUDER ESTEE COS INC CL A17.93
PHILIP MORRIS INTL INC COM17.94
Juniper Mesa Management LLC (investment management company) (value represents ownership in the LLC)$15,001 - $50,000None (or less than $201)18
ARK Squared, LLC$75,000management feesHeld 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$27,353Profit InterestsArk 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 - $100KCapital Gains Rent or Royalties19.2
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)

OrganizationAgreementEndnoteLine No.
Franklin Mountain Management LLC 401KI continue to participate, but the sponsor has ceased to make contributions to this defined contribution plan (2019-01-01)1
Franklin Mountain Operating, LLCThe 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, LPThe 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, LPThe 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, LLCI 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, LLCPursuant 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)

OrganizationDescriptionEndnoteLine No.
Franklin Mountan Operating, LLCmanagement services1
Liberty Energy, Inc.director services2
Elliott Associates, LPconsulting services3
ARK Squared LLCmanagement services4
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)

DescriptionValueIncomeIncome TypeEndnoteLine 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 - $50,000Rent or Royalties1.1
Kayne Anderson Energy Fund VI, L.P.$1,001 - $15,000$1,001 - $2,5002
Kayne Newroad Ventures Fund II, LP$1,001 - $15,000None (or less than $201)3
Kayne Partners Fund III (QP), LP$15,001 - $50,000$15,001 - $50,0004
U.S. Bank #1 (Cash)$1,001 - $15,000None (or less than $201)5
U.S. Bank #2 (Cash)$15,001 - $50,000None (or less than $201)6
U.S. Bank #3 (Cash)$15,001 - $50,000None (or less than $201)7
U.S. Bank #4 (Cash)$100K - $250KNone (or less than $201)8
U.S. Bank #5 (Cash)$1,001 - $15,000None (or less than $201)9
U.S. Bank #6 (Cash)$1,001 - $15,000None (or less than $201)10
U.S. Bank #7 (Cash)$1,001 - $15,000None (or less than $201)11
U.S. bank #8 (cash)$1,001 - $15,000None (or less than $201)12
U.S. bank #9 (cash)$250K - $500K$201 - $1,000Interest13
Robertson Revocable Trust: U.S. bank #10 (cash)$1,001 - $15,000None (or less than $201)14
Brokerage account 115
DORCHESTER MINERALS LP (DMLP)$1,001 - $15,000$201 - $1,000Dividends15.1
GRAIL INC (GRAL)$1,001 - $15,000None (or less than $201)15.2
LIBERTY ENERGY INC (LBRT)$500K - $1M$2,501 - $5,000Dividends15.3
OKLO INC (OKLO)$15,001 - $50,000None (or less than $201)15.4
TAMBORAN RESOURCES CORP (TBN)$1,001 - $15,000None (or less than $201)15.5
JPMorgan 100% US Treasury Securities Money Market Fund Institutional Class Shares (JTSXX)$5M - $25M$50,001 - $100K15.6
JPMorgan Ultra-Short Income ETF (JPST)$5M - $25M$50,001 - $100K15.7
U.S. brokerage account (Cash)$50,001 - $100KNone (or less than $201)15.8
Brokerage account 216
JPMorgan 100% US Treasury Securities Money Market Fund Institutional Class Shares (JTSXX)$1M - $5M$15,001 - $50,00016.1
U.S. brokerage account (Cash)$1,001 - $15,000None (or less than $201)16.2
Brokerage account 317
ALPHABET INC-CL A (GOOG)$1,001 - $15,000None (or less than $201)17.1
ALPHABET INC-CL C (GOOGL)$1,001 - $15,000None (or less than $201)17.2
Amazon.Com Inc (AMZN)$1,001 - $15,000None (or less than $201)17.3
CHIPOTLE MEXICAN GRILL INC (CMG)$15,001 - $50,000None (or less than $201)17.4
HONEYWELL INTERNATIONAL INC (HON)$1,001 - $15,000None (or less than $201)17.5
LIBERTY ENERGY INC (LBRT)$1,001 - $15,000None (or less than $201)17.6
OKLO INC (OKLO)$1,001 - $15,000None (or less than $201)17.7
DIGITAL REALTY TRUST INC (DLR)$1,001 - $15,000None (or less than $201)17.8
Brokerage Account 418
ALPHABET INC-CL A (GOOG)$15,001 - $50,000None (or less than $201)18.1
ALPHABET INC-CL C (GOOG L)$1,001 - $15,000None (or less than $201)18.2
Amazon.Com Inc (AMZN)$1,001 - $15,000None (or less than $201)18.3
CHIPOTLE MEXICAN GRILL INC (CMG)$15,001 - $50,000None (or less than $201)18.4
Honeywell International, Inc. (HON)$1,001 - $15,000None (or less than $201)18.5
LIBERTY ENERGY INC (LBRT)$1,001 - $15,000None (or less than $201)18.6
OKLO INC (OKLO)$1,001 - $15,000None (or less than $201)18.7
Colorado 529 Plan #119
Aggressive Portfolio$1,001 - $15,000None (or less than $201)19.1
Schwab Aggressive Portfolio Index$15,001 - $50,000None (or less than $201)19.2
Schwab Moderately Aggressive Portfolio$1,001 - $15,000None (or less than $201)19.3
Schwab Moderately Aggressive Portfolio Index$15,001 - $50,000None (or less than $201)19.4
Colorado 529 Plan #220
Schwab Aggressive Portfolio$1,001 - $15,000None (or less than $201)20.1
Schwab Aggressive Portfolio Index$15,001 - $50,000None (or less than $201)20.2
Schwab Moderately Aggressive Portfolio$1,001 - $15,000None (or less than $201)20.3
Schwab Moderately Aggressive Portfolio Index$15,001 - $50,000None (or less than $201)20.4
Peppertree, LLC21
1.21 LLC (real estate)21.1
Undeveloped land, Weld County, CO$50,001 - $100KNone (or less than $201)21.1.1
4400 Clay Fund III LLC (real estate)21.2
Colorado real estate sold in January 2025None (or less than $1,001)$50,001 - $100KCapital Gains21.2.1
Aurora Crossroads LLC (real estate)21.3
Undeveloped land, Aurora, CO planned for commercial or multifamily uses.$100K - $250KNone (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 - $100KNone (or less than $201)21.4.1
CCFO DIA Marriott LLC (hotel investment)21.5
Marriott Hotel near Denver International Airport$50,001 - $100KNone (or less than $201)21.5.1
Compark South LLC (real estate)21.6
agricultural land in Parker, CO planned for commercial uses$100K - $250KNone (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 - $1MNone (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 - $50,000Capital Gains21.8.1
Grand Meadow Investors LLC (real estate)21.9
agricultural land in Mead, CO planned for residential uses.$50,001 - $100KNone (or less than $201)21.9.1
Inverness 161 LLC (real estate)21.10
office building in Inverness, CO$50,001 - $100KNone (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 - $1MNone (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 - $2,500Rent or Royalties21.12.1
Tucson Office LLC (real estate)21.13
Corporate office campus in Centennial, CO$250K - $500K$50,001 - $100KRent or Royalties21.13.1
Loretto Heights LLC (real estate)21.14
Mixed-use redevelopment of a historic college campus in Denver, CO$50,001 - $100KNone (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 - $250KNone (or less than $201)21.15.1
Wardih LLC (real estate)21.16
vacant land in Commerce City, CO$100K - $250KNone (or less than $201)21.16.1
Westside Waterview (real estate)21.17
Office campus in Centennial, CO$50,001 - $100KNone (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 - $50,000Rent or Royalties21.18.1
WDW Hillsboro Hotel II Investment LLC (hotel investment)21.19
Hampton Inn and Suites hotel in Hillsboro OR$50,001 - $100KNone (or less than $201)21.19.1
Riot House Denver, LLC (food/drinking establishment))21.20
Bar and Restaurant in Downtown Denver$15,001 - $50,000None (or less than $201)21.20.1
Franklin Mountain Packaging Group LLC$100K - $250KNone (or less than $201)21.21
Durabox de Chihuahua, S.A. de C.V. (packing materials)$100K - $250KNone (or less than $201)21.21.1
Franklin Mountain Packaging, LLC (packaging and containers manufacturing)$250K - $500KNone (or less than $201)21.21.2
Franklin Mountain San Marcos Fund, LP21.22
Franklin Mountain San Marcos I, LP21.22.1
Undeveloped land, San Marcos, TX$250K - $500KNone (or less than $201)21.22.1.1
Franklin Mountain San Marcos 75, LP21.22.2
Undeveloped land, San Marcos, TX$250K - $500KNone (or less than $201)21.22.2.1
Frontrange Property Fund III, LP (commercial real estate private equity)$100K - $250K$15,001 - $50,00021.23
Luminate Capital Partners II, LP$100K - $250K$5,001 - $15,00021.24
Urban Solution Group, LLC (Sound Wall and Urban Mitigation Company focused on Oil and Gas)$50,001 - $100K$15,001 - $50,000Capital Gains Rent or Royalties21.25
Dana's Organic Wines, LLC (single serve organic wine company)$100K - $250KNone (or less than $201)21.26
Stratify, LLC (Financial technology software company)$50,001 - $100KNone (or less than $201)21.27
Best Shot Care, Inc (fertility education business)$50,001 - $100KNone (or less than $201)21.28
Forum Multifamily Real Estate Investment Trust, Inc. (F Shares)$50,001 - $100KNone (or less than $201)21.29
Forum Multifamily Real Estate Investment Trust, Inc. (C-1)$1,001 - $15,000None (or less than $201)21.30
Residential real estate, Vail, Colorado$1M - $5M$50,001 - $100KRent or Royalties21.31
Residential real estate, Cherry Hills Village, Colorado$1M - $5M$15,001 - $50,000Rent or Royalties21.32
Westside LC, LLC21.33
Commercial Real Estate, Denver, Colorado$250K - $500KNone (or less than $201)21.33.1
Franklin Mountain Permian Holdings, LP21.34
Commercial real estate, Midland, TexasNone (or less than $1,001)$5,001 - $15,00021.34.1
Oil and Gas lease, Weld County, Colorado - Dunamis$1,001 - $15,000$201 - $1,000Rent or Royalties21.35
SPABS, LLC21.36
Agricultural land outside of Ft Collins CO, Fully leased agricultural land$1M - $5M$100K - $1MCapital Gains Rent or Royalties21.36.1
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)

CreditorDescriptionEndnoteLine No.
UMB Banktype: Mortgage (investment/rent al property), amount: $500,001 - $1,000,000, year-incurred: 2020, rate: 2.69%, term: 30 year1
JP morgan Chasetype: Mortgage on Personal Residence, amount: $1,000,001 - $5,000,000, year-incurred: 2022, rate: 2.9%, term: 30 year2
Luminate Capital Partners II, LPtype: Capital Commitment, amount: $15,001 - $50,000, year-incurred: 2018, term: On demand3

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