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Lisa Rivera Smith

SCHOOL DIRECTOR · SEATTLE SCHOOL DIST 001

← Washington filings

Filed Apr 14, 2024 · Period Jan 1, 2023 – Feb 2, 2024

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 / assetCategoryReported ownerValue rangeIncome range
CheckingVerity Credit Unionbank accountfiler, spouse$30,000 – $59,999$0 – $29,999
SavingsVerity Credit Unionbank accountfiler, spouse$60,000 – $99,999$0 – $29,999
IRA for Lisa Rivera SmithAmeriprise Financialinvestmentfiler, spouse$0 – $29,999Not reported
IRA for Daniel J. Smith, Jr.Ameriprise Financialinvestmentfiler, spouse$0 – $29,999Not reported
Non-qualified AccountAmeriprise Financialinvestmentfiler, spouse$0 – $29,999Not reported
401KFidelityinvestmentspouse$100,000 – $199,999Not reported
Salesforce · CRMday trading accountsstocksspouse$0 – $29,999$0 – $29,999
Cloudflare · NETday trading accountsstocksspouse$0 – $29,999$0 – $29,999
S&P 500 · SPYday trading accountsstocksspouse$0 – $29,999$0 – $29,999
StocksLyft self investmentspouse$0 – $29,999Not reported

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