Brett R Willis

REGENT/TRUSTEE · PIERCE COLLEGE

Filed Apr 3, 2024 · Period Jan 1, 2023 – Dec 31, 2023

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / asset	Category	Reported owner	Value range	Income range
Money MarketUmpqua Bank	bank account	filer, spouse	$60,000 – $99,999	$0 – $29,999
CheckingUmpqua Bank	bank account	filer, spouse	$0 – $29,999	$0 – $29,999
Stocks, bonds, securitiesFisher Investment	investment	filer, spouse	$1,000,000 or more	Not reported
stockseTrade	investment	filer	$60,000 – $99,999	$0 – $29,999
SavingsE Trade Securities	bank account	filer	$30,000 – $59,999	$0 – $29,999

Open original PDC disclosure ↗