Stacie F. Beckerman

2015Annual

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Pull out the substance of this filing.

What was filed

  • 112

    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

UN — Int/Div

MSFT — Int/Div

IBM — Int/Div

SLB — Int/Div

Chase Bank (various accounts) — Interest

Fidelity Investments Partners 403(b) - Vang Tar Ret 20385 — None

Fidelity Investments Roth IRA - Fidelity Growth Strategic Fund — None

Fidelity Investments PHandS Value Plan 403B — None

Fidelity Investments PHandS DC Restoration — None

Fidelity Investments PHandS 457(B) Plan — None

Fidelity Investments MGH Academic Annuity - Vang Tar Ret 2035 — None

Fidelity Investments PHandS 401(A) Service — None

Fidelity Investments MGH TSA - Vang Tar Ret 2035 — None

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 Fond Market R3 — None

CREF Global Equities R3 — None

CREF Money Market R3 — None

Vanguard Group Partners Healthcare 403B)7 Plan — None

Wells Fargo Skadden Arps Savings Plan (H)

Vanguard Institutional Index — None

AMG Timesquare Sm Cap Growth Inst] — None

T. Rowe Price Growth Stock Trust — None

Dodge & Cox Stock — None

Vanguard Total Bond Market Index — None

Charles Schwab Roth Conversion IRA (H)

ABC — Int/Div

BDX — Int/Div

BDX — Int/Div — Sold (part)

PEP — Int/Div

PNC — Int/Div

PFE — Int/Div

SNPS — None — Sold (part)

SNPS — Sold (part)

SNPS — Int/Div — Sold (part)

Cash and money market — None

CL — Int/Div

ADP — Int/Div

ETN — Int/Div

BCE — Int/Div

RSG — Int/Div

JNJ — Int/Div

UPS — Int/Div

V2 — Int/Div

MSFT — Int/Div

COP — Int/Div

UN — Int/Div

XOM — Int/Div

PX — Int/Div

SLB — Int/Div — Buy (add'l)

SLB — Int/Div — Buy (add'l)

QCOM — Int/Div — Buy (add'l)

EMR — Int/Div

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

WKR (formerly Rock-Tenn Co.) — Int/Div — Buy (add'l)

WKR (formerly Rock-Tenn Co.) — Buy (add'l)

WKR (formerly Rock-Tenn Co.) — Buy (add'l)

ABBY — Int/Div — Buy (add'l)

ABBY — Int/Div — Buy (add'l)

ABBY — Int/Div — Buy (add'l)

Charles Schwab Simplied Employee Plan (Hy

Vanguard Total Stock Market ETF — None

Cash and money market — None

Charles Schwab Roth Converstion IRA (H)

Vanguard Total Stock Market ETF — None

Cash and money market — None

Charles Schwab Brokerage Account (H)

Cash and money market — None

AAPL — None

AAPL — Int/Div — Sold (part)

AAPL — Int/Div — Sold (part)

BDX — Int/Div

PNC — Int/Div

PFE — Int/Div

PFE — Int/Div — Sold (part)

SNPS — None — Sold (part)

SNPS — Int/Div — Buy (add'l)

PEP — Int/Div

RSG — Int/Div

BCE — Int/Div

IN) — Int/Div

CL — Int/Div

MSFT — Int/Div — Buy (add'l)

ADP — Int/Div

SLB — Int/Div

LPS — Int/Div

EMR — Int/Div

EMR — Int/Div — Buy (add'l)

EMR — Buy (add'l)

QCOM — Int/Div — Buy (add'l)

QCOM — Sold

QCOM — Int/Div — Buy (add'l)

QCOM — Buy (add'l)

QCOM — Int/Div — Sold (part)

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

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

ABBY — Int/Div — Buy (add'l)

ABBY — Buy (add'l)

CAT — Int/Div

CAT — Int/Div — Buy (add'l)

CAT — Int/Div — Sold (part)

CAT — Int/Div — Sold (part)

CAT — Int/Div — Buy (add'l)

CAT — Sold

CAT — Int/Div — Buy (add'l)

CAT — Buy (add'l)

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

Ardent Compames {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 — 2015 — Providence Health & Services (spouse's wages)

Spouse's income — 2015 — Self-employed spouse (writing, consulting, speaking)

Part VII:

In my initial report, | listed AAPL stock as a holding at the end of my initial reporting period, in both my Charles Schwab Roth Conversion IRA, at Line 27, and

in my Charles Schwab brokerage account, Line 69. Those listings were an error. Both accounts held AAPL stock in 2014, but it was sold prior to the close of my

initial reporting period (I was exempt from reporting transactions last year in my initial report, so the sale transactions do not appear in that report). As a result,

AAPL stock is not listed in either account in my current report, because both accounts divested that stock prior to January 1, 2015.

In my initial report, there is a typographical error at Line 29. 1 listed "BCX" stock, but it should have been "BDX.” It is corrected in the current report,

In my mitial report, there is a typographical error at Line 75. 1 listed "AMA" stock, but it should have been "MA." It is corrected in the current report.

In my initial report, there is a typographical error at Line 76. | listed "NPS" stock, but it should have been "SNPS." It is corrected in the current 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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