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Carolyn G Simpson
SCHOOL DIRECTOR · SNOQUALMIE VALLEY SD 410
← Washington filingsFiled May 20, 2024 · Period Jan 1, 2023 – Dec 29, 2023
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| CheckingKey Bank | bank account | filer, spouse | $1,000,000 or more | $30,000 – $59,999 |
| Common stock, Closed end funds, Exchange traded products, Mutual funds managed by a brokerUBS Financial Services Inc. | investment | filer, spouse | $1,000,000 or more | $200,000 – $499,999 |
| Closed end funds, exchange traded products, and mutual funds managed by a brokerUBS Financial Services Inc. | investment | filer, spouse | $1,000,000 or more | $200,000 – $499,999 |
| Biogen Inc · BIIBPersonal investments | stocks | filer, spouse | $30,000 – $59,999 | Not reported |
| Cisco Systems Inc · CSCOPersonal investments | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| Occidental Pete Corp · OXYPersonal investments | stocks | filer, spouse | $0 – $29,999 | $0 – $29,999 |
| SPDR S&P ETF · SPYPersonal investments | stocks | filer, spouse | $60,000 – $99,999 | $0 – $29,999 |
| Abbvie Inc · ABBVStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Alexion Pharmaceuticals Inc. · ALXNStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | Not reported |
| AT&T · TStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Briston Myers Squibb · BMVStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| CenturyLink Inc · CTLStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Chevron Corporation · CVSStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Clorox Co · CLXStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Cononco Phillips · COPStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| General Electric Company · GEStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| General Mills · GISStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Home Depot · HDStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Honeywell Intl Inc · HONStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Johnson & Johnson · JNJStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| JPMorgan Chase & Co · JPMStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $30,000 – $59,999 | $0 – $29,999 |
| Kimberly Clark Corp · KMBStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Kraft Heinz Company · KHCStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Merck & Co Inc · MRKStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Mondelez International Inc · MDLZStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Pepsico Inc · PEPStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Phillips 66 · PSXStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Proctor & Gamble Co · PGStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Seattle Genetics · SGENStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $1,000,000 or more | $1,000,000 or more |
| Sysco Corp · SYYStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Verizon Communications · VZStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Walmart · WMTStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Federated Fixed Income Secs · FMUSXStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $200,000 – $499,999 | $0 – $29,999 |
| Neoleukin · NLTXStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $60,000 – $99,999 | Not reported |
| Abbott · ABTStocks, employee stock options, exchange traded funds, and mutual funds | stocks | spouse | $0 – $29,999 | $0 – $29,999 |
| Stocks , CashFirst Republic Securities Company, LLC | investment | spouse, filer | $1,000,000 or more | $500,000 – $749,999 |
| Stocks, cashETrade Securities LLC | investment | spouse | $1,000,000 or more | $1,000,000 or more |
| StocksE Trade Securities LLC | investment | filer, spouse | $100,000 – $199,999 | $0 – $29,999 |
| Money Market fundsMorgan Stanley | investment | spouse | $1,000,000 or more | $60,000 – $99,999 |