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Steve Ogden

SCHOOL DIRECTOR · CASTLE ROCK SD 401 *

← Washington filings

Filed Apr 2, 2025 · Period Jul 10, 2023 – Jul 9, 2024

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
SavingsFibre Federal Credit Unionbank accountfiler$0 – $29,999$0 – $29,999
CheckingFibre Federal Credit Unionbank accountfiler$0 – $29,999$0 – $29,999
Certificate of DepositFibre Federal Credit Unionbank accountfiler$0 – $29,999$0 – $29,999
Certificate of DepositFibre Federal Credit Unionbank accountfiler$0 – $29,999$0 – $29,999
Retirement Account, Mutual Funds (PERS 3 and DCP)PERS 3 (Dept. of Retirement Systems) investmentfiler$750,000 – $999,999Not reported
TERS 3 (Department of Retirement system), DCPTERS 3 (Dept. of Retirement Systems)investmentspouse$750,000 – $999,999Not reported
Age Based Invesment PackageMY 529 (Utah 529 College Savings Program) investmentdependent$100,000 – $199,999$0 – $29,999
Age Based Investment PackageMY 529 (Utah 529 College Savings Program) investmentdependent$100,000 – $199,999$0 – $29,999
Alaska · alkCustodial Account (1)stocksdependent$0 – $29,999Not reported
Fidelity Balanced Fund · fbalxCustodial Account (1)stocksdependent$0 – $29,999Not reported
Rivian · RIVNCustodial Account (1)stocksdependent$0 – $29,999Not reported
TESLA · tslaCustodial Account (1)stocksdependent$0 – $29,999Not reported
Alaska Airlines · AlkCustodial Acct. (2)stocksdependent$0 – $29,999Not reported
Fidelity Balanced Fund · FBALXCustodial Acct. (2)stocksdependent$0 – $29,999Not reported
Rivian · RivnCustodial Acct. (2)stocksdependent$0 – $29,999Not reported
Tesla · TSLACustodial Acct. (2)stocksdependent$0 – $29,999Not reported
Fidelity Govt. Money Market · SPAXXBrokerage Accountstocksfiler, spouse$0 – $29,999$0 – $29,999
Fidelity Growth Company · FDGRXBrokerage Accountstocksfiler, spouse$0 – $29,999$0 – $29,999
Rivian · RIVNBrokerage Accountstocksfiler, spouse$0 – $29,999Not reported
Tesla · TSLABrokerage Accountstocksfiler, spouse$0 – $29,999Not reported
Fidelity Govt. Money Market · spaxxRoth Retirement Accountstocksfiler$0 – $29,999$0 – $29,999
FIVERR Int Ltmd · FVRRRoth Retirement Accountstocksfiler$0 – $29,999Not reported
Alaska Air Group · ALKRoth Retirement Accountstocksfiler$0 – $29,999Not reported
Rivian Auto Inc · RIVNRoth Retirement Accountstocksfiler$0 – $29,999Not reported
Tesla Inc · TSLARoth Retirement Accountstocksfiler$0 – $29,999Not reported

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