Stacie F. Beckerman

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 139

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • U.S. District Court Historical Society
  • Providence Health & Services (spouse's wages)
  • Self-employed spouse (writing, consulting, speaking, art)
  • WebMD (spouse's wages)

As filed

Chase Bank (various accounts) — Interest

Fidelity Investments Partners 403(b) - Vang Tar Ret 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 - VITFX — Int./Div.

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

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

pxFidelity Investments PHandS 401(A) Service - VITFX — Int./Div.

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

Oregon College Savings Plan Aggressive 1 Portfolio — None

Oregon College Savings Plan Aggressive Portfolio 2 — None

Oregon College Savings Plan U.S. Equity Index Portfolio 1 — None

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

TIAA-CREF Retirement Savings Plan (H)

CREF Equity Index R3

CREF Fond Market R3

CREF Global Equities R3

CREF Money Market R3

Empower Retirement Skadden Arps Savings Plan (H)

Vanguard Institutional Index I — Dividend

ClearBridge Small Cap Growth

T. Rowe Price Growth Stock Trust

Dodge & Cox Stock — Dividend

Vanguard Total Bond Market Index I — Dividend

Charles Schwab Roth Conversion IRA (H)

BDX — Dividend — Buy (add'l)

LOW — Dividend

PEP — Dividend — Buy (add'l)

PNC — Dividend

PFE — Dividend — Buy (add'l)

PFE — Buy (add'l)

MA — Dividend

Schwab Value Advantage Fund — Dividend — Buy (add'l)

Schwab Value Advantage Fund — Sold (part)

Schwab Value Advantage Fund — Sold (part)

Schwab Value Advantage Fund — Sold (part)

Schwab Value Advantage Fund — Sold (part)

Schwab Value Advantage Fund — Sold (part)

CL — Dividend — Buy (add'l)

CL — Buy (add'l)

BCE — Dividend — Buy (add'l)

RSG — Dividend

JNJ — Dividend — Buy (add'l)

MSFT — Dividend — Sold (part)

UN — Dividend — Buy (add'l)

UN — Buy (add'l)

UN — Buy (add'l)

TMO — Dividend

LLL — Dividend — Merged (with line 68)

MCD — Dividend

AGN — Dividend — Sold

GOOG — Buy (add'l)

NSRGY — Dividend

WFC — Dividend — Buy (add'l)

CMCSA — Dividend — Buy (add'l)

DLTR — Sold (part)

CHTR

HCMLF — Dividend

ORCL — Dividend — Sold (part)

ORCL — Buy (add'l)

CVX — Dividend

DWDP — Dividend — Sold

LIN — Dividend

TEL — Dividend

TXN — Dividend

AMZN — Buy

BRKB — Buy

LHX (formerly LLL) — Dividend

Charles Schwab Simplied Employee Plan (H)

Vanguard Total Stock Market ETF — Dividend

Cash and money market — Interest

Charles Schwab Brokerage Account (H)

Schwab Value Advantage Money Market Fund — Dividend — Buy (add'l)

Schwab Value Advantage Money Market Fund — Sold (part)

Schwab Value Advantage Money Market Fund — Buy (add'l)

Schwab Value Advantage Money Market Fund — Sold (part)

Schwab Value Advantage Money Market Fund — Sold (part)

Schwab Value Advantage Money Market Fund — Sold (part)

Schwab Value Advantage Money Market Fund — Sold (part)

LOW — Dividend

ABC — Dividend

BDX — Dividend

PNC — Dividend

PFE — Dividend — Buy (add'l)

PFE — Buy (add'l)

PFE — Buy (add'l)

MA — Dividend — Sold (part)

ETN — Dividend

PEP — Dividend

RSG — Dividend

BCE — Dividend

JNJ — Dividend — Buy (add'l)

CL — Dividend — Buy (add'l)

CL — Buy (add'l)

UN — Dividend — Buy (add'l)

UN — Buy (add'l)

MSFT — Dividend — Sold (part)

UPS — Dividend

TMO — Dividend

LLL — Dividend — Merged (with line 122)

XOM — Dividend

CAT — Dividend

MCD — Dividend

WFC — Dividend — Buy (add'l)

GOOG — Buy (add'l)

GOOG — Buy (add'l)

GOOG — Buy (add'l)

NSRGY — Dividend

CHTR

CMCSA — Dividend — Buy (add'l)

DLTR — Sold (part)

ORCL — Dividend — Sold (part)

ORCL — Buy (add'l)

CVX — Dividend

DWDP — Dividend — Sold

LIN — Dividend

TXN — Dividend

TEL — Dividend

AMZN — Buy

AMZN — Buy (add'l)

BRKB — Buy

LHX (formerly LLL) — Open

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

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

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

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

Ardent Companies (commercial investments) — Distributed (part)

Crowdstreet (H)

KEX PDX LLC

Trails at Hunter Pointe

Peloton Residences

BV Multifamily Fund I — Distributed (part)

BV Multifamily Fund I — Distributed (part)

BV Multifamily Fund I — Distributed (part)

BV Multifamily Fund I — Distributed (part)

Robinhood (H)

AUY — Dividend — Buy

NFLX — Buy

AMZN — Buy

Director, U.S. District Court Historical Society

Spouse's income — 2019 — Providence Health & Services (spouse's wages)

Spouse's income — 2019 — Self-employed spouse (writing, consulting, speaking, art)

Spouse's income — 2019 — WebMD (spouse's wages)

In Section VII, Lines 139 and 140, I reported stock purchases dated 1/1/19. The purchase of AMZN was actually on 10/18/18 ($3,500), and the purchase of NFLX

was on 10/12/18 ($680) and 10/18/18 ($700). I was unaware of this new trading account, which my husband opened in October 2018, when I filed my 2018 report.

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.

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