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Pratima Lakhotia

CITY COUNCIL MEMBER · CITY OF NEWCASTLE

← Washington filings

Filed Apr 13, 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
CheckingCitibankbank accountfiler, spouse$0 – $29,999Not reported
SavingsCitibankbank accountfiler, spouse$0 – $29,999$0 – $29,999
CheckingChasebank accountspouse$0 – $29,999Not reported
SavingsChasebank accountspouse$0 – $29,999$0 – $29,999
Stocks and Bonds - RetirementFidelityinvestmentfiler$1,000,000 or moreNot reported
Stocks and Bonds - Healthcare Savings AccountFidelityinvestmentfiler$0 – $29,999Not reported
Stocks and Bonds - TaxableFidelityinvestmentfiler$100,000 – $199,999$0 – $29,999
Stocks and Bonds - RetirementFidelityinvestmentspouse$1,000,000 or moreNot reported
Stocks and Bond - Deferred CompFidelityinvestmentspouse$100,000 – $199,999Not reported
Stocks and Bonds - TaxableFidelityinvestmentspouse$200,000 – $499,999$0 – $29,999
Health Savings AccountFidelityinvestmentspouse$60,000 – $99,999Not reported
Stocks and Bond - Retirement PVanguardinvestmentfiler$200,000 – $499,999Not reported
Stocks and Bond - Brokerage PVanguardinvestmentfiler$100,000 – $199,999$0 – $29,999
Stocks an d BondWealthfrontinvestmentspouse$1,000,000 or more$60,000 – $99,999
Stocks and BondUtah 529 College Planinvestmentfiler$200,000 – $499,999Not reported
Stocks and BondOptum Bankinvestmentspouse$30,000 – $59,999Not reported
APPLE · AAPLPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
ABBVIE · ABBVPersonalstocksspouse, filer$30,000 – $59,999$0 – $29,999
ABBOTT LAB · ABTPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
BERKSHIRE HATHAWAY · BRK.BPersonalstocksspouse, filer$30,000 – $59,999$0 – $29,999
COHERENT · COHRPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
COSTCO · COSTPersonalstocksspouse, filer$30,000 – $59,999$0 – $29,999
ALPHABET · GOOGPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
MCDONALD · MCDPersonalstocksspouse, filer$30,000 – $59,999$0 – $29,999
MICROSOFT · MSFTPersonalstocksspouse, filer$100,000 – $199,999$0 – $29,999
T-MOBILE · TMUSPersonalstocksspouse, filer$100,000 – $199,999$0 – $29,999
VMWARE · VMWPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
WALMART · WMTPersonalstocksspouse, filer$0 – $29,999$0 – $29,999
CHECKINGBECUbank accountfiler, spouse, dependent$0 – $29,999Not reported
SAVINGSBECUbank accountfiler, spouse, dependent$60,000 – $99,999$0 – $29,999
CERTIFICATE OF DEPOSITBECUbank accountfiler, spouse, dependent$100,000 – $199,999$0 – $29,999
Mutual FundBruce Fundinvestmentspouse$0 – $29,999$0 – $29,999
Stocks, Bond Retirement accountVanguardinvestmentspouse$100,000 – $199,999$0 – $29,999
Stock, Bonds Taxable Brokerage AccountVanguardinvestmentspouse$1,000,000 or more$60,000 – $99,999
Stock and Bond Retirement A/cVanguardinvestmentdependent$0 – $29,999Not reported
Stocks and Bond Brokerage A/CVanguardinvestmentdependent$0 – $29,999$0 – $29,999
Stock Brokerage A/CIBKRinvestmentspouse$200,000 – $499,999$0 – $29,999
Tesla · TSLAstocksfiler, spouse, dependent$0 – $29,999$0 – $29,999
CHIPOTLE · CMGstocksfiler, spouse, dependent$0 – $29,999$0 – $29,999

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