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Frederick M Goldberg
REGENT/TRUSTEE · EVERGREEN STATE COLLEGE
← Washington filingsFiled Mar 24, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| checkingUmpqua Bank | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |
| Money Market SavingsUmpqua Bank | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |
| lifePacific Life | insurance | filer | $100,000 – $199,999 | Not reported |
| Investments in stocks, etc.Morgan Stanley | investment | filer | $1,000,000 or more | $100,000 – $199,999 |
| Investments in stocks, bondsPacific Portfolio/Schwab | investment | filer | $200,000 – $499,999 | $200,000 – $499,999 |
| Pacific Portfolio--Delaware Mgmt invst in stocksPacific Portfolio/Schwab | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| IRA AccountPacific Portfolio/Schwab | investment | filer | $500,000 – $749,999 | $0 – $29,999 |
| LifeSecurity Life/Voya | insurance | filer | $100,000 – $199,999 | Not reported |
| Investment in business development companyCrown Sterling Ltd LLC | self investment | filer | $30,000 – $59,999 | Not reported |
| Investments in stocksSouth Side Investors | self investment | filer | $30,000 – $59,999 | Not reported |
| Money MarketUmpqua Bank | bank account | spouse | $60,000 – $99,999 | $0 – $29,999 |
| Investment in stocksMorgan Stanley | investment | spouse | $1,000,000 or more | Not reported |
| Investment in stocksPacific Portfolio/Schwab | investment | spouse | $1,000,000 or more | $0 – $29,999 |