03_Finances & Property
Jan 29, 2026 3 min read
PERSONAL FINANCIAL STATEMENTS
SUMMARY OF PERSONAL FINANCES
- Income profile: Primary earned income is self-employment as an education consultant; no secondary employers disclosed.
- Assets: Financial assets are concentrated in broad-market mutual funds (domestic equity, international equity, and bond exposure).
- Passive income: Limited to investment income below the upper disclosure threshold.
- Liabilities: One significant mortgage liability reported.
- Real estate: One disclosed residential property in Travis County
INCOME
| Filer | Nature of Occupation | Employer | Employment Type | Employer Address |
|---|---|---|---|---|
| James Talarico | Education Consultant | Self | Self-Employed | 2600 Water Well Lane, Austin, TX 78728 |
| Source | Source Type | Address | Amount Category |
|---|---|---|---|
| Fidelity Investments | Publicly held corporation | 245 Summer St, Suite 1100, Boston, MA 02205 | Less than $10,760 |
INVESTMENTS
| Mutual Fund | Held By | Shares Category | Sold During Year | Gain / Loss |
|---|---|---|---|---|
| FSKAX | Filer | 500–999 shares | No | Not reported |
| FTIHX | Filer | 1,000–4,999 shares | No | Not reported |
| FXNAX | Filer | 1,000–4,999 shares | No | Not reported |
| Property Address | City | County | Ownership | Lots / Acres | Notes |
|---|---|---|---|---|---|
| 1402 Manford Hill Drive | Austin, TX 78753 | Travis County | Filer | 1 lot | Residential property; mineral interest not applicable |
DEBTS, NOTES and/or LEASE AGREEMENTS
| Creditor | Type | Guarantor | Amount Category |
|---|---|---|---|
| Rocket Mortgage | Personal note / mortgage | None | At least $53,810 |
PROPERTY RECORDS
PROPERTY SUMMARY
Williamson County: Records show a single residential property transaction involving James Talarico, consisting of a standard purchase of a new-construction home in 2015, followed by routine mortgage financing and required municipal notices. The mortgage was fully satisfied and released in 2022, and the property was sold later that year to private buyers, with no retained ownership interest. Overall, the records reflect a straightforward purchase-to-sale sequence with no indicators of financial distress or irregular activity.
Travis County: Records reflect a standard residential home purchase by James Talarico in 2022, financed through a conventional mortgage with routine follow-on documentation and clerical corrections. Subsequent filings include a revocable transfer-on-death deed related to a separate family-owned property, indicating estate-planning activity rather than present ownership. Overall, the records show conventional owner-occupied homeownership and planning activity, with no signs of financial distress, irregular conveyances, or speculative real-estate behavior.