Craig J Anderson
U.S. Marshal, District of Montana
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.3 M - $4.0 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (02/01/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Clear Haven Partnership
Lake City, South Dakota
Partner
Present
2
Billings, Montana
Trustee
1/2023

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
IRA ROTH
1.1
Adobe, Inc. (ADBE)
$15,001 - $50,000
None (or less than $201)
1.2
Enterprise Prods Partners (EPD)
$1,001 - $15,000
None (or less than $201)
1.3
MFS International Intrinsic Value Fund Class I Shares (MINIX)
$1,001 - $15,000
None (or less than $201)
2
Montana Public Employee Retirement System (PERS), defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$4,410
3
Montana Sheriffs' Retirement System (SRS), defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$1,601
4
IRA #1
4.1
Vanguard Equity Income Fund Admiral Shares (VEIRX)
$50,001 - $100,000
None (or less than $201)
4.2
Tweedy, BrowneGlobal Value Fund (TBGVX)
$50,001 - $100,000
None (or less than $201)
4.3
MFS Mid Cap Value Fund Class I Shares (MCVIX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Montana Public Employee Retirement System (PERS)
Helena, Montana
I will continue to participate in this defined benefit plan.
7/1978
2
Montana Sheriffs' Retirement System (SRS)
Helena, Montana
I will continue to participate in this defined benefit plan.
6/2003

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA #1
cash distributions
$23,100
1.1
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
1.2
Aztrazeneca (AZN)
$1,001 - $15,000
None (or less than $201)
1.3
BP Plc Spons Adr (BP)
$1,001 - $15,000
None (or less than $201)
1.4
Buffalo Discovery Fund Institutional Class Shares (BUITX)
$15,001 - $50,000
None (or less than $201)
1.5
ClearBridge Large Cap Growth Fund Class I Shares (SBLYX)
$15,001 - $50,000
None (or less than $201)
1.6
Columbia Contrarian Core Fund Advisor Class Shares (CORRX)
$50,001 - $100,000
None (or less than $201)
1.7
Dodge & Cox Income Fund (DODIX)
$50,001 - $100,000
None (or less than $201)
1.8
Federated Hermes Institutional High Yield Bond Fund Institutional Shares (FIHBX)
$15,001 - $50,000
None (or less than $201)
1.9
Fidelity Advisor Floating Rate High Income Fund Class I Shares (FFRIX)
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Rental Property Glendive, MT
$100,001 - $250,000
Rent or Royalties
$15,001 - $50,000
2
8 Unit Apartment Complex, Glendive, MT - Craig J. Anderson Irrevocable Charitable Trust
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
3
Capital One Financial Corp. (COF)
$15,001 - $50,000
Interest
None (or less than $201)
4
Brokerage Acct - #1
4.1
Vanguard Equity Income Fund Admiral Shares (VEIRX)
$50,001 - $100,000
$2,501 - $5,000
4.2
Tweedy, BrowneGlobal Value Fund (TBGVX)
$15,001 - $50,000
$2,501 - $5,000
4.3
Columbia Contrarian Core Fund Advisor Class Shares (CORRX)
$15,001 - $50,000
$2,501 - $5,000
4.4
Apple, Inc. (AAPL)
$15,001 - $50,000
Dividends
$201 - $1,000
4.5
iShares US Financials ETF (IYF)
$15,001 - $50,000
$201 - $1,000
4.6
Buffalo Discovery Fund Institutional Class Shares (BUITX)
$15,001 - $50,000
$2,501 - $5,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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