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.