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Jeffrey D. Wilson
SCHOOL DIRECTOR · SOUTH KITSAP SD 402
← Washington filingsFiled Apr 15, 2024 · Period Jan 1, 2023 – Mar 16, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Prime CheckingWells Fargo Bank | bank account | filer | $30,000 – $59,999 | $0 – $29,999 |
| SubPrime CheckingWells Fargo Bank | bank account | filer | $0 – $29,999 | $0 – $29,999 |
| Wilson SavingsWells Fargo Bank | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| WF Certificate of DepositWells Fargo Bank | bank account | filer | $30,000 – $59,999 | $0 – $29,999 |
| CheckingBoeing Employee Credit Union | bank account | filer | $0 – $29,999 | Not reported |
| SavingsBoeing Employee Credit Union | bank account | filer | $30,000 – $59,999 | Not reported |
| Investment Sweep - Money MarketTD Ameritrade | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| WFB Certificate of DepositTD Ameritrade | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| Life, Accident, and DissabilityThe Boeing Company | insurance | filer | $1,000,000 or more | Not reported |
| LifeNational Education Assn Insurance Trust | insurance | spouse | $750,000 – $999,999 | Not reported |
| 401K AccountsThe Boeing Company | investment | filer | $1,000,000 or more | Not reported |
| Pension (Cash Value)The Boeing Company | investment | filer | $200,000 – $499,999 | Not reported |
| 2023 Boeing Co. - Stock GrantThe Boeing Company | investment | filer | $0 – $29,999 | $0 – $29,999 |
| Retirement PlanState of Washington - TRS3 | investment | spouse | $60,000 – $99,999 | Not reported |
| ETFs and Individual StocksTD Ameritrade | investment | filer | $1,000,000 or more | $0 – $29,999 |
| Individual IRATD Ameritrade | investment | filer | $200,000 – $499,999 | Not reported |
| Individual IRATD Ameritrade | investment | spouse | $0 – $29,999 | Not reported |
| Pension (No Cash Out Option)Southern California Edison | investment | filer | $30,000 – $59,999 | Not reported |
| Apple INc · AAPLPersonal | stocks | filer | $200,000 – $499,999 | $0 – $29,999 |
| Costco · COSTPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Alphabet Inc. · GOOGLPersonal | stocks | filer | $200,000 – $499,999 | Not reported |
| Vanguard S&P 500 · VOOPersonal | stocks | filer | $500,000 – $749,999 | $0 – $29,999 |
| Vanguard Growth ETF · VUGPersonal | stocks | filer | $500,000 – $749,999 | $0 – $29,999 |
| Ely Lilly & Co. · LLYPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| The Boeing Company · BAPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| JP Morgan Premium Income ETF · JEPIPersonal | stocks | filer | $0 – $29,999 | $0 – $29,999 |
| Kai Wilson 529 Mutual Fund PortfolioCA ScolarShare 529 Plans | investment | filer | $100,000 – $199,999 | Not reported |
| Kiki Wilson 529 Mutual Fund PortfolioCA ScolarShare 529 Plans | investment | filer | $100,000 – $199,999 | Not reported |
| Long-Term Care InsuranceTrustmark | insurance | filer | $30,000 – $59,999 | Not reported |
| Long-Term Care Insurance (Spouse)Trustmark | insurance | filer | $30,000 – $59,999 | Not reported |
| Investment Sweep - Money MarketCharles Schwab & Co. Inc. | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| WFB - Certificate of DepositCharles Schwab & Co. Inc. | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| Exchange Traded Funds, Stocks, BondsCharles Schwab & Co. Inc. | investment | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| Individual Retirement AccountsCharles Schwab & Co. Inc. | investment | filer, spouse | $200,000 – $499,999 | Not reported |