Stacie F. Beckerman
2019
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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.