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Statement of economic interest for a public official
Official: Volz, Lori
Statement last updated: 1/7/2019
| Occupation: | Executive Director of Finance & Operations/Deputy Superintendent |
| Employer: | Albert Lea Area School District ISD #241 |
| 211 W Richway Dr | |
| Albert Lea, MN 56007 |
Positions held
| Agency | Position held | Appointment date | Appointment ends | Appointment authority |
|---|---|---|---|---|
| Public Employees Retirement Association (PERA) | Elected General Member | 2/12/2015 | 1/31/2019 | Elected by Association Members |
Sources of income
| Name of source | Relationship to source | |||||||
|---|---|---|---|---|---|---|---|---|
| Director | Officer | Owner | Member | Partner | Employer | Employee | Honorarium | |
| Albert Lea Area Public School District ISD#241 | ||||||||
Business or professional activity categories
None reported
Securities
| Name of security | Name of security |
|---|---|
| American Funds Capital World G/I R3 | American Funds Fundamental Invs R3 |
| American Funds Growth Fund of America R3 | BlackRock Equity Dividend Cl R |
| Fidelity Freedom 2035 Fund | Fixed Account Plus - Valic |
| Health Sciences Fund - VALIC | Mid Cap Index Fund - VALIC |
| Stock Index Fund - Valic | Vanguard Balanced Index Fund - Inst'l |
| Vanguard Dividend Growth Inv |
Real property
| County | Address or section information | Owner | Mortgagee | Contract for deed | Option to buy $2500 rule | Option to buy $50000 rule |
|---|---|---|---|---|---|---|
| Blue Earth | 60340 Maverick Court | |||||
| Faribault | 8537 480th Ave | |||||
| Faribault | 9629 490th Ave |
Pari-mutuel horse racing interests
None reported