Karen B. Molzen

2015Annual

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Pull out the substance of this filing.

What was filed

  • 35

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • termination
  • Repossessed
  • Center for Civic Values
  • Bank of Southwest

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) — Int/Div

Universal Life Ins. Policy (Penn Mutual) — Interest

ANNUITY (Allianz) — None — Sold

HACAX (Roth) — Int/Div

USAA (Checking) — Int/Div

HFCCX (IRA) — Int/Div

WASAX (B/NR) — Int/Div

WASCX (NBR) — Int/Div

HABCX (IRA) — Int/Div

LUV (N/BR) — Int/Div

Sierra Co. NM Lot purchased 8/29/09 for $94.000 — None

BBVA Compass Account (personal checking) — None

NMEFCLU Accounts (now Nusenda) — Int/Div

Insured Cash (NBR) (X) — Interest

Jorge Valadez, real estate contract -Las Cruces house (sold 09/30/13) — Interest — Redeemed — termination

GSFTX (Roth) — Int/Div — Sold (part)

ODVYX (Roth) — Int/Div

OTCFX (Roth) — Int/Div

PYSVX (Roth) — Int/Div

ARTMX (Roth) — Int/Div

ARTOQX (Roth) — Int/Div

DODFX (Roth) — Int/Div

PHYZX (Roth) — Int/Div — Sold

PTTPX (Roth) — Int/Div

LAVFX (Roth) — Int/Div

JSOSX (Roth) — Int/Div

Navy FCU Checking Acct — Int/Div

House in Las Cruces (1999 « $190.000) — None — from line 19) — Repossessed

Jackson Elite Access Annuity — None — Buy

BBVA Compass (MM) — Interest — Open

BBVA Compass (Jut Chk) — None — Open

Director (as of July 2012), Center for Civic Values

Liability — Bank of Southwest — Lot loan

(1) Line 19 - reworded pursuant to advice of Committee

(2) Allianz Annuity rolled over into Jackson Elite Annuity

(3) Mutually terminated the real estate contract with Jorge Valadez and repossessed Las Cruces House

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.

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Karen B. Molzen | Frix