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Jerome O'Leary
Washington financial-affairs disclosure
← Washington filingsFiled Apr 11, 2025 · Period Mar 29, 2024 – Mar 28, 2025
Reported accounts & holdings
| Account / asset | Category | Reported owner | Value range | Income range |
|---|---|---|---|---|
| checkingHeritage | bank account | filer | $30,000 – $59,999 | $0 – $29,999 |
| checkingHeritage | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| checkingHeritage | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |
| checkingHeritage | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| money marketHeritage | bank account | filer | $200,000 – $499,999 | $0 – $29,999 |
| checkingHeritage | bank account | filer | $0 – $29,999 | Not reported |
| certificate of depositHeritage | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| certificate of depositHeritage | bank account | filer | $60,000 – $99,999 | $0 – $29,999 |
| certificate of depositHeritage | bank account | filer | $100,000 – $199,999 | $0 – $29,999 |
| Money MarketMerrill | investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| SEPMerrill | investment | filer | $750,000 – $999,999 | $0 – $29,999 |
| stocksUBS | investment | spouse | $30,000 – $59,999 | $0 – $29,999 |
| stocksNew York Life | investment | spouse | $0 – $29,999 | $0 – $29,999 |
| Private StockKidder Mathews Inc | self investment | filer | $200,000 – $499,999 | $0 – $29,999 |
| CheckingHeritage | bank account | spouse | $0 – $29,999 | $0 – $29,999 |
| CheckingHeritage | bank account | spouse | $30,000 – $59,999 | $0 – $29,999 |