Observations
- Millionaire
Estimated Net Worth
- $4.7 M - $13.7 M
Salary
- Unknown
Employment
- Started 10/26/2021
Financial Disclosure Details - OGE Form 278e (05/11/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Santa Fe, New Mexico | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Accenture Plc (ACN) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | ADYEN ADR (ADYEY) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | AIA Group (AAGIY) | $1,001 - $15,000 | None (or less than $201) | |
1.4 | Alcon (ALC) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Amadeus IT (AMADY) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | AON PLC (AON) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | ASML Holdings (ASML) | $15,001 - $50,000 | None (or less than $201) | |
1.8 | Atlas Copco (ATLKY) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Canadian Pacific (CP) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Santa Fe, New Mexico | I will continue to participate in New Mexico PERA defined benefit plan. New Mexico did not make further contributions after my separation in December 1998. | 2/1983 | |
2 | Santa Fe, New Mexico | I will continue to participate in State of New Mexico PERA Smart Save deferred compensation plan. I have taken no distributions. No contributions have been made since my separation in December 1998. | 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 | cash distributions | $24,013 | |
1.1 | American SMALLCAP World Fund, Inc Class A Shares (SMCWX) | $100,001 - $250,000 | None (or less than $201) | |
1.2 | American Funds Developing World Growth and Income Fund Class A Shares (DWGAX) | $50,001 - $100,000 | None (or less than $201) | |
1.3 | American Funds EuroPacific Growth Fund Class A Shares (AEPGX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | American Funds New Perspective Fund Class A Shares (ANWPX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual Whole Life | $50,001 - $100,000 | None (or less than $201) | |
2 | Brokerage Account (Trust) | |||
2.1 | CalvertGlobal Water Fund Class A Shares (CFWAX) | $50,001 - $100,000 | $201 - $1,000 | |
2.2 | Capital Income Builder Class A Shares (CAIBX) | $50,001 - $100,000 | $5,001 - $15,000 | |
2.3 | U.S. brokerage account (cash) | $500,001 - $1,000,000 | None (or less than $201) | |
2.4 | Franklin High Yield Tax-Free Income Fund Class A1 Shares (FRHIX) | $15,001 - $50,000 | $201 - $1,000 | |
2.5 | American Funds - New Perspective Fund Class A Shares (ANWPX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2.6 | American Funds - New World Fund, Inc Class A Shares (NEWFX) | $100,001 - $250,000 | $5,001 - $15,000 | |
2.7 | PGIM Jennison Natural Resources Fund Class A Shares (PGNAX) | $50,001 - $100,000 | $201 - $1,000 | |
2.8 | Growth Fund of America Class A Shares (AGTHX) | $100,001 - $250,000 | $5,001 - $15,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | MercadoLibre (MELI) | Sale | 12/08/2021 | $1,001 - $15,000 |
2 | New Perspective Fund Class A Shares (ANWPX) | Sale | 12/10/2021 | $1,001 - $15,000 |
3 | New Perspective Fund Class A Shares (ANWPX) | Sale | 12/13/2021 | $15,001 - $50,000 |
4 | Pernod Ricard (PDRDY) | Exchange | 11/05/2021 | $1,001 - $15,000 |
5 | Pernod Ricard (PRNDY) | Exchange | 11/05/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Suntrust | $250,001 - $500,000 | 2013 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.14 | All shares sold prior to government employment. |
2 | 1.19 | All shares sold. |
2 | 1.26 | All shares sold prior to government employment. |
2 | 1.29 | All shares sold prior to government employment. |
2 | 2.2 | All shares sold prior to government employment. |
6 | 2.11 | All shares sold prior to government employment. |
7 | 1 | All shares held were sold in this transaction. |
7 | 4 | Pernod Ricard merger security exchange: PDRDY became PRNDY |
7 | 5 | Pernod Ricard merger security exchange: PDRDY became PRNDY |
Do you have information about Tom Stewart Udall that is missing from this database?
Drop us a line at info@insidebidensbasement.org.