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Paul S Henriksen

PORT COMMISSIONER · PORT OF LOPEZ

← Washington filings

Filed Apr 6, 2025 · Period Jan 1, 2024 – Dec 31, 2024

Reported accounts & holdings

Amounts are reported ranges. Records may include a spouse or dependent and do not establish current ownership. Other financial schedules remain in the original filing.

Account / assetCategoryReported ownerValue rangeIncome range
Checking/SavingsBank of Americabank accountfiler, spouse$0 – $29,999$0 – $29,999
CheckingBanner Bankbank accountfiler, spouse$0 – $29,999Not reported
CheckingBanner Bankbank accountfiler, spouse$0 – $29,999Not reported
CheckingBanner Bankbank accountfiler, spouse$60,000 – $99,999$0 – $29,999
SavingsBanner Bankbank accountfiler, spouse$0 – $29,999Not reported
Certificate of DepositBanner Bankbank accountfiler, spouse$0 – $29,999$0 – $29,999
Certificate of DepositBanner Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
Certificate of DepositBanner Bankbank accountfiler, spouse$100,000 – $199,999$0 – $29,999
Stocks, bonds, mutual fundsCharles Schabinvestmentfiler, spouse$1,000,000 or more$30,000 – $59,999
Lewisville TX isd · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Artisan Internal Value ins · APHKXretirement - 618stocksspouse$0 – $29,999$0 – $29,999
Dodge and Cox Stock · DODGXretirement - 618stocksspouse$60,000 – $99,999$0 – $29,999
SPDR S&P 400 MID CAP VALUE ETF · MDYVretirement - 618stocksspouse$30,000 – $59,999$30,000 – $59,999
COHEN & STEERS GLOBAL REALTY · CSSPXretirement - 618stocksspouse$30,000 – $59,999$30,000 – $59,999
WESTWOOD INCOME OPPORTUNITY ISTL · WHGIXretirement - 618stocksspouse$100,000 – $199,999$60,000 – $99,999
DIMENSIONAL WORLD EQUITY · DFAWretirement - 618stocksspouse$100,000 – $199,999$0 – $29,999
SCHWAB FUNDAMNTL US SML · FNDAretirement - 618stocksspouse$30,000 – $59,999$0 – $29,999
VANGUARD GROWTH ETF · VUGretirement - 618stocksspouse$0 – $29,999$0 – $29,999
Clark County NV · Bondpersonalstocksspouse$30,000 – $59,999$0 – $29,999
Atlanta wtr · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Mt Vernon etc · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Pierce cn wa sd · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
San Jacinto TX · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Springfield MO · Bondpersonalstocksspouse$30,000 – $59,999$0 – $29,999
State of Wash · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Volusia Cnt FL · Bondpersonalstocksspouse$30,000 – $59,999$0 – $29,999
Vanguard Tax Managed small cap · VTMSXpersonal -455 stocksspouse$30,000 – $59,999$0 – $29,999
Artisan International Value Instl · APHKXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
Dodge and Cox Stock · DODGXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
Harding Loevner International Eq Instl · HLMIXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
Oakmark International Instl · OANIXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
Harbor Capital Appreciation · HACAXpersonal -455 stocksspouse$60,000 – $99,999$0 – $29,999
Jensen Quality Growth · JENIXpersonal -455 stocksspouse$0 – $29,999$0 – $29,999
T Rowe Price Blue Chip Growth · TBCIXpersonal -455 stocksspouse$60,000 – $99,999$0 – $29,999
Vanguard S&P 500 · VOOpersonal -455 stocksspouse$200,000 – $499,999$0 – $29,999
Vanguard Equity Income Adm · VEIRXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
T Rowe Price mid cap growth · RPTIXpersonal -455 stocksspouse$30,000 – $59,999$0 – $29,999
Vanguard Interm-Term · VWIUXpersonal -455 stocksspouse$0 – $29,999$0 – $29,999
Charles Schwab US MC ETF · SCHMpersonal -455 stocksspouse$30,000 – $59,999$0 – $29,999
SPDR S&P 400 MID CAP VALUE · MDYVpersonal -455 stocksspouse$30,000 – $59,999$0 – $29,999
AMERICAN FUNDS EUROPACIFIC GROWTH · FEUPXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
METROPOLITAN WEST UNCONS · MWCIXpersonal -455 stocksspouse$100,000 – $199,999$0 – $29,999
COHEN & STEERS GLOBAL RE · CSSPXpersonal -455 stocksspouse$0 – $29,999$0 – $29,999
First Eagle Global · SGIIXretirement - 714/955stocksfiler$30,000 – $59,999$0 – $29,999
Harbor Capital Appreciation · HACAXretirement - 714/955stocksfiler$0 – $29,999$0 – $29,999
Dodge and Cox Balanced · DODBXretirement - 714/955stocksfiler$0 – $29,999$0 – $29,999
Pax Sustainable Allocation Instl · PAXIXretirement - 714/955stocksfiler$0 – $29,999$0 – $29,999
FIRST EAGLE GLOBAL · SGIXretirement - 714/955stocksfiler$100,000 – $199,999$0 – $29,999
GUGGENHEIM CORE BOND FUND · GIUSXretirement - 714/955stocksfiler$0 – $29,999$0 – $29,999
METROPOLITAN WEST UNCONSTRAINED BD · MWCIXretirement - 714/955stocksfiler$0 – $29,999$0 – $29,999
SCHWAB FUNDAMENTAL US SMALL COM ETF · FNDAretirement - 714/955stocksfiler$30,000 – $59,999$0 – $29,999
VANGUARD GROWTH ETF · VUGretirement - 714/955stocksfiler$60,000 – $99,999$0 – $29,999
COHEN & STEERS GLOBAL REALTY 1 · CSSPXretirement - 714/955stocksfiler$30,000 – $59,999$0 – $29,999
DIMENSIONAL WORLD EQUITY · DFAWretirement - 714/955stocksfiler$100,000 – $199,999$0 – $29,999
ISHARES S&P 100 ETF · OEFretirement - 714/955stocksfiler$60,000 – $99,999$0 – $29,999
Dodge and Cox Stock · DODGXretirement - 611stocksspouse$60,000 – $99,999$0 – $29,999
Dodge and Cox Income · DODIXretirement - 611stocksspouse$100,000 – $199,999$0 – $29,999
GUGGENHEIM CORE BOND FUN · GIUSXretirement - 611stocksspouse$0 – $29,999$0 – $29,999
COHEN & STEERS GLOBAL REALTY · CSSPXretirement - 611stocksspouse$0 – $29,999$0 – $29,999
WESTWOOD INCOME OPPORTUNITY INSTL · WHGIXretirement - 611stocksspouse$100,000 – $199,999$0 – $29,999
TCW METWEST UNCONSTRAINE · MWCIXretirement - 611stocksspouse$60,000 – $99,999$0 – $29,999
ARTISAN INTERNATIONAL VA · ARTKXretirement - 611stocksspouse$0 – $29,999$0 – $29,999
Calvert Small Cap · CSVIXretirement - 403stocksspouse$0 – $29,999$0 – $29,999
ARTISON INTL VALUE · ARTKXretirement - 403stocksspouse$0 – $29,999$0 – $29,999
DIMENSIONAL WORLD EQUITY · DFAWretirement - 403stocksspouse$30,000 – $59,999$0 – $29,999
COHEN & STEERS GLOBAL RE · CSSPXretirement - 403stocksspouse$0 – $29,999$0 – $29,999
Calvert Small Cap · CSVIXretirement - 709stocksfiler$0 – $29,999$0 – $29,999
Metropolitan West Total Return · MWTIXretirement - 709stocksfiler$200,000 – $499,999$0 – $29,999
GUGGENHEIM LIMITED DURATION INSTL · GILHXretirement - 709stocksfiler$60,000 – $99,999$0 – $29,999
METROPOLITAN WEST UNCONSTRAINED BD 1 · MWCIXretirement - 709stocksfiler$60,000 – $99,999$0 – $29,999
SCHWAB FUNDAMENTAL US SMALL COM ETF · FNDAretirement - 709stocksfiler$0 – $29,999$0 – $29,999
Dimensional World Equity · DFAWretirement - 709stocksfiler$100,000 – $199,999$0 – $29,999
COHEN & STEERS GLOBAL RE · CSSPXretirement - 709stocksfiler$0 – $29,999$0 – $29,999
T. ROWE PRICE MID-CAP GR · RPTIXretirement - 709stocksfiler$30,000 – $59,999$0 – $29,999
WESTWOOD INCOME OPPORTUN · WHGIXretirement - 709stocksfiler$60,000 – $99,999$0 – $29,999
Bond Birmingham AL · personalpersonalstocksspouse$0 – $29,999$0 – $29,999
Hazelwood MO SD · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Athens AL · Bondpersonalstocksspouse$0 – $29,999$0 – $29,999
Bond Bradburn Met Dist No 3 CO · 103847AL3Personalstocksfiler, spouse$0 – $29,999$0 – $29,999
Bond Columbus OH GO Var Purp Ref · 199492PR4personalstocksfiler, spouse$0 – $29,999Not reported
PENNSYLVANIA ST GO UTX · (No ticker)BONDstocksfiler$0 – $29,999$0 – $29,999
NJ ST TPK AUTH TPK TRAN · (No ticker)BONDstocksfiler$0 – $29,999$0 – $29,999
CLARK CNTY NEV DB LTX · (No ticker)BONDstocksfiler$30,000 – $59,999$0 – $29,999
TRINITY RIV TX RED SWR UTIL · 896575JN8BONDstocksfiler$0 – $29,999$0 – $29,999
CALVERT US MID CR RESPON · CVMCRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
MATTHEWS EMRGN MKT STNBL · EMSFRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG SMALL CAP · NUSCRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
VERT GLOBAL SUSTNBLE RL · VGSRRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
CALVERT SMALL-CAP A · CCVAXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP GRO · CGJIXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP VAL · CFJAXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
CALVERT US MID CAP CORE · CMJAXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
PARNASSUS CORE EQUITY · PRBLXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
PARNASSUS MID-CAP · PARMXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
TRILLIUM ESG GLOBAL EQUI · PORTXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
DOMINI IMPACT INTERNATIO · DOMIXRETIREMENT 695stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG US AGGREGATE · NUBDRETIREMENT 047stocksspouse$0 – $29,999$0 – $29,999
VERT GLOBAL SUSTNBLE RL · VGSRRETIREMENT 047stocksspouse$0 – $29,999$0 – $29,999
MATTHEWS EMERGN MKT STNBL · EMSFRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG SMALL CAP · NUSCRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP GRO · CGJAXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP VAL · CFJAXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
CALVERT US MID CAP CORE · CMJAXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
DOMINI IMPACT INTERNATIO · DOMIXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
IMPAX INTERNATIONAL SUST · PXINXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
PANASSUS CORE EQUITY IN · PRBLXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
TRILLIUM ESG GLOBAL EQUI · PORTXRETIREMENT 248stocksspouse$0 – $29,999$0 – $29,999
CALVERT US MID CR RESPON · CVMCRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
MATTHEWS EMRGN MKT STNBL · EMSFRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG SMALL CAP · NUSCRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG US AGGREGATE · NUBDRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
VERT GLOBAL SUSTNBLE RL · VGSRRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
CALVERT GREEN BOND A · CGAFXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
NUVEEN CORE IMPACT BOND · TSBRXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP GRO · CGJAXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP VAL · CFJAXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
DOMINI IMPACT INETRNATIO · DOMIXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
IMPAX INTERNATIONAL SUST · PXINXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
PARNASSUS CORE EQUITY IN · PRBLXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
TRILLIUM ESG GLOBAL EQUI · PORTXRETIREMENT 643stocksspouse$0 – $29,999$0 – $29,999
CALVERT US MID CR RESPON · CVMCRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
MATTHEWS EMRGN MKT STNBL · EMSFRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG SMALL CAP · NUSCRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
NUVEEN ESG US AGGREGATE · NUBDRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
VERT GLOBAL SUSTNBLE RL · VGSRRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
CALVERT GREEN BOND A · CGAFXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
IMPAX HIGH YIELD BOND IN · PAXHXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
NUVEEN CORE IMPACT BOND · TSBRXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP GRO · CGJAXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
CALVERT US LARGE CAP VAL · CFJAXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
DOMINI IMPACT INTERNATIO · DOMIXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
IMPAX INTERNATIONAL SUST · PXINXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
PARNASSUS CORE EQUITY IN · PRBLXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999
TRILLIUM ESG GLOBAL EQUI · PORTXRETIREMENT 924stocksspouse$0 – $29,999$0 – $29,999

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