SenateAnnual Report
Transactions
1
Assets
36
Liabilities
3
Details
- Report Title
- Annual Report for Calendar 2025
- Submission Method
- Electronic
Transactions
1 transactionFXAIXFidelity 500 Index Fund
SaleMutual Funds
October 31, 2025Self
$500K - $1M
Assets
36 assetsBread Financial (Certificate of Deposit)
Bank Accounts, Money Market Accounts and CDs
JointIncome: Interest($5K - $15K)
Value
$100K - $250K
FBGRX - Fidelity Blue Chip Growth Fund
Mutual FundsExcepted Investment Fund
SpouseIncome: Excepted Investment Fund(Not disclosed)
Liabilities
3 liabilitiesUnitus Community Credit Union, Portland, OR
Home Equity Line of Credit
Joint6.99% (on demand)
Amount
$15K - $50K
Unitus Community Credit Union, Portland, OR
Mortgage
Joint2.75% (15 years)
Amount
$100K - $250K