Stacie F. Beckerman

2016Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 114

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Queen's Bench (local chapter of Oregon Women Lawyers)
  • LS. Distnct Court Historical Society
  • Oregon Women Judges
  • Providence Health & Services (spouse's wages)
  • Self-employed spouse (writing, consulting, speaking)

As filed

ADP — Int/Div

ETN — Int/Div

BCE — Int/Div

RSG — Int/Div

JNJ — Int/Div

UPS — Int/Div

SLB — Int/Div

Chase Bank (various accounts) — Interest

Fidelity Investments Partners 403(b) - Vang Inst Tr 2035 — Int/Div

Fidelity Investments Roth IRA - Fidelity Growth Strategic Fund — Int/Div

Fidelity Investments PHandS Value Plan 403B — Int/Div

Fidelity Investments PHandS DC Restoration — Int/Div

Fidelity Investments PHandS 457(B) Plan — Int/Div

Fidelity Investments MGH Academic Annuity - Vang Tar Ret 2035 — Int/Div

Fidelity Investments PHandS 401(A) Service — Int/Div

Fidelity Investments MGH TSA - Vang Tar Ret 2035 — Int/Div

Oregon College Savings Plan Aggressive Portfolio — None

Oregon College Savings Plan Aggressive Portfolio 2 — None

Oregon College Savings Plan U.S. Equity Index Portfolio — None

Oregon College Savings Plan U.S. Equity Index Portfolio 2 — None

TIAA-CREF Retirement Savings Plan (H)

CREF Equity Index R3 — None

CREF Global Equities R3 — None

CREF Bond Market R3 — None

CREF Money Market R3 — None

Wells Fargo Skadden Arps Savings Plan (H)

Vang Tot Bond Mkt Index — None

AMG Times Sq Sm Cap Grwth Fnd — None

Dodge & Cox Stock — None

T Rowe Pr Grwth Stk Trst A — None

Vang Inst Index — None

Charles Schwab Roth Conversion IRA (H)

ABC — Int/Div

BDX — Int/Div

LOW — Int/Div

PEP — Int/Div

PNC — Int/Div

PNC — Int/Div — Buy (add'l)

SNPS — None — Sold

MA — Int/Div

Schwab Govt Money Fund — Int/Div

CL — Int/Div

V2 — Int/Div

MSFI — Int/Div

Cor — Int/Div

UN — Int/Div

XOM — Int/Div

PX — Int/Div

IBM — Int/Div

SLB — Int/Div — Buy (add'l)

SLB — Int/Div — Buy (add'l)

QCOM — None — Sold

QCOM — None — Sold

WRK (formerly Rock-Tenn Co.) — Int/Div

WRK (formerly Rock-Tenn Co.) — None — Sold

ABBY — None — Sold

MCD — Int/Div

PKG — Int/Div

PKG — None — Buy

PKG — Buy (add'l)

GOOG — None — Buy

NSRGY — Int/Div — Buy

NSRGY — Int/Div — Buy

Charles Schwab Simplied Employee Plan (Hy

Vanguard Total Stock Market ETF — hy

Schwab US Treasury Money Fund — None

Charles Schwab Roth Converstion IRA (H)

Vanguard Total Stock Market ETF — Int/Div

Schwab Govt Money Fund — None

Charles Schwab Brokerage Account (H)

Schwab US Treas Money Fund — Int/Div

LOW — Int/Div

ABC — Int/Div

BDX — Int/Div

PNC — Int/Div

PNC — Int/Div — Buy (add'l)

MA — Int/Div

SNPS — None — Sold

ETN — Int/Div

PEP — Int/Div

PEP — Int/Div — Sold (part)

BCE — Int/Div

IN) — Int/Div

CL — Int/Div

UN — Int/Div

MSFT — Int/Div

VZ — Int/Div

ADP — Int/Div

SLB — Int/Div

LPS — Int/Div

LPS — None — Sold

TMO — Int/Div

LLL — Int/Div

LLL — Int/Div — Sold

WRK (formerly Rock-Tenn Co.) — Int/Div

XOM — Int/Div

ABBY — None — Sold

CAT — Int/Div

MCD — Int/Div

IBM — Int/Div

PX — Int/Div

PKG — Int/Div

PKG — Int/Div — Buy

PKG — Int/Div — Buy

PKG — Sold (part)

GOOG — None — Buy

NSRGY — Int/Div — Buy

NSRGY — Buy (add'l)

NSRGY — Sold (part)

NSRGY — None — Buy

NSRGY — Sold

Ardent Companies {commercial investments) — Interest — Buy (add'l)

Ardent Companies {commercial investments) — Buy (add'l)

Ardent Companies {commercial investments) — Buy (add'l)

Director, Queen's Bench (local chapter of Oregon Women Lawyers)

Director, LS. Distnct Court Historical Society

Director, Oregon Women Judges

Spouse's income — 2016 — Providence Health & Services (spouse's wages)

Spouse's income — 2016 — Self-employed spouse (writing, consulting, speaking)

In Part VIL, | deleted Line 15 from my origmal report, which previously reported holdings in the Vanguard Group Partners Healthcare 403(BN7) Plan. This was

retirement plan from a prior job, and 1 mistakenly included it in my 2015 and 2016 reports. Our holdings in this fund transferred to the (disclosed)

Fidelity 403(b) fund in 2013, but continued to appear in error as a current holding on our home financial software,

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Stacie F. Beckerman | Frix