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SACKS JOEL D
STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST; STATE AGENCY DIRECTOR · LABOR & INDUSTRIES, DEPT OF
← Washington filingsFiled Apr 5, 2025 · Period Jan 1, 2024 – Dec 31, 2024
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| Checking, Savings and certificate of depositObee Credit Union | bank account | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| 529 college funds (mutual funds)Merrill Lynch | investment | filer, spouse, dependent | $100,000 – $199,999 | $0 – $29,999 |
| Retirement accounts (mutual funds)Merrill Lynch | investment | filer, spouse, dependent | $200,000 – $499,999 | $0 – $29,999 |
| Retirement and Deferred Comp Accounts from Washington StateVoya Finanial Washington State Plan (DRS) Washington State Investment Board | investment | filer, spouse | $200,000 – $499,999 | Not reported |
| Retirement and Deferred Comp Account from Washington StateVoya Finanial Washington State Plan (DRS) Washington State Investment Board | investment | filer, spouse | $1,000,000 or more | Not reported |
| Pennsylvania Power and Light · PPLPersonal | stocks | filer, spouse | $30,000 – $59,999 | $0 – $29,999 |
| Mutual FundsJanus Henderson Investors | investment | filer | $100,000 – $199,999 | $0 – $29,999 |
| Mutual Funds (529's)Dream Ahead College Investment Plan | investment | filer, spouse, dependent | $60,000 – $99,999 | Not reported |
| Deferred Comp fundThrift Savings Plan | investment | filer | $100,000 – $199,999 | Not reported |
| mutual fundsRBC Capital Markets, LLC | investment | spouse | $60,000 – $99,999 | $0 – $29,999 |
| apple · applepersonal/inheritance | stocks | spouse | $0 – $29,999 | Not reported |