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Merisa Heu-Weller
REGENT/TRUSTEE · BELLEVUE COLLEGE
← Washington filingsFiled May 3, 2024 · Period Jan 1, 2023 – Dec 31, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| SavingsWells Fargo | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| CheckingWells Fargo | bank account | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| CheckingMarcus by Goldman Sachs | bank account | spouse | $0 – $29,999 | $0 – $29,999 |
| Microsoft · MSFTPersonal | stocks | filer, spouse | $750,000 – $999,999 | $0 – $29,999 |
| Pinterest · PINSPersonal | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Square · SQPersonal | stocks | filer, spouse | $200,000 – $499,999 | $0 – $29,999 |
| Amazon · AMZNPersonal | stocks | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Disney · DISPersonal | stocks | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| Starbucks · SBUXPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Blue Apron · APRNPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Tesla · TSLAPersonal | stocks | filer, spouse | $500,000 – $749,999 | $0 – $29,999 |
| Redfin · RDFNPersonal | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| StocksMicrosoft 401k Plan | investment | filer | $200,000 – $499,999 | Not reported |
| BondsMicrosoft 401k Plan | investment | filer | $30,000 – $59,999 | Not reported |
| Stock fundsWells Fargo 401k Plan | investment | spouse | $100,000 – $199,999 | Not reported |
| WFC StockWells Fargo 401k Plan | investment | spouse | $30,000 – $59,999 | Not reported |
| Real EstateBorealis Apartments LLC | self investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Real EstateHelix Ellipse Apartments LLC | self investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Private Company StockSonen Capital LLC | self investment | spouse | $0 – $29,999 | Not reported |
| Venture Capital FundFuel Capital I, LP | self investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Private Company StockPyramid Tarpon-Warwick | self investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Venture Capital FundA Capital Partners Parallel Fund B, LP | self investment | spouse | $0 – $29,999 | $0 – $29,999 |
| StocksFidelity Investments | investment | filer | $750,000 – $999,999 | $0 – $29,999 |
| StocksWells Fargo Advisors | investment | spouse | $750,000 – $999,999 | $0 – $29,999 |
| Individual Retirement AccountsWells Fargo Advisors | investment | spouse | $500,000 – $749,999 | $0 – $29,999 |
| Private Company StockAddepar | self investment | spouse | $60,000 – $99,999 | Not reported |
| StockCascade Coffee, Inc. | self investment | spouse | $30,000 – $59,999 | Not reported |
| StockGrant Aviation | self investment | spouse | $60,000 – $99,999 | Not reported |
| Stock4001 S Willow St | self investment | spouse | $100,000 – $199,999 | Not reported |
| StockMLK & Othello | self investment | spouse | $0 – $29,999 | Not reported |
| StockLangham Street Inc. | self investment | spouse | $30,000 – $59,999 | Not reported |
| StocksCTL | self investment | spouse | $30,000 – $59,999 | Not reported |
| StocksSuperfeet | self investment | spouse | $100,000 – $199,999 | Not reported |
| Private equityCustom Computer Specialists | self investment | spouse | $30,000 – $59,999 | Not reported |
| Private equityCritical Insight | self investment | spouse | $0 – $29,999 | Not reported |
| Real EstateBentley House | self investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| Real EstateLakeview/Lakeshore Townhomes | self investment | spouse | $100,000 – $199,999 | $0 – $29,999 |
| Venture CapitalPack Ventures | self investment | spouse | $0 – $29,999 | Not reported |
| Private equityThree Bears | self investment | spouse | $100,000 – $199,999 | Not reported |