Karen B. Molzen
2016Annual
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What was filed
40
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income
Named parties
- S. Saik:
- Center for Civic Values
- Bank of Southwest
- UNM Law School, teaching income
As filed
IRA - CD at Bank of the West — Interest
Premier MMKT Shares (Roth) — Interest
FEQIX (IRA) — Int/Div
HMDCX (IRA) — Int/Div
HCACX (IRA) — None
Universal Life Ins. Policy (Penn Mutual) — Interest
HACAX (Roth) — Int/Div
USAA (Checking) — Interest
HFCCX (IRA) — Int/Div
WASAX (B/NR) — None
WASCX IN/BR) — None
HABCX (IRA) — Int/Div
LUV IN/BR) — Int/Div
Sierra Co. NM Lot purchased 8/29/09 for $94.000 — None
BBVA Compass Account {personal checking) — None
NMEFCU Accounts {now Nusenda) — Int/Div
Insured Cash (N/BR) (X) — Interest
GSFTX (Roth) — Int/Div
ODVYX (Roth) — Int/Div
OTCFX (Roth) — Int/Div
PYSVX (Roth) — Int/Div
ARTMX (Roth) — None — Sold
ARTOX (Roth) — None — Sold
DODFX (Roth) — Int/Div
PTTPX (Roth) — Int/Div
LAVFX (Roth) — Int/Div
JSOSX (Roth) — Int/Div
Navy FCU Checking Acct — Interest
House in Las Cruces ( 1999 « $190,000) — None — Sold — S. Saik:
BBVA Compass (MM) — Interest
BBVA Compass (Jat Chk) — None
VMVAX (Roth) — Int/Div — Buy
UK MidCap 400 (Roth) — Int/Div — Buy
Jackson Elite Access Annuity
INL/American Growth - Income — None
JNL/GS US Equity Flex — None
JNL MultiMgr Alt — None
INL/PIMCO Total Ret Bond — None
INL/T. Rowe Price - Short Term Bond — None
JNM Tact ETF Mod — None
Director (from July 2012 - resignation on 12/16/2016), Center for Civic Values
Liability — Bank of Southwest — Lot loan
Income — 2016 — UNM Law School, teaching income — $2,655.98
At the request of the Committee on Financial Disclosure, this report has been amended to list the spec
investments chosen from the options offered by the
insurer as to the Jackson Elite Access Annuity (formerly Asset #30 - now Asset #34). Those specific investments are reflected in Lines 35-40.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.