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JAMES MAYHEW

Washington financial-affairs disclosure

← Washington filings

Filed May 26, 2025 · Period May 7, 2024 – May 6, 2025

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 AND SAVINGSBANK OF AMERICAbank accountfiler, spouse, dependent$0 – $29,999$0 – $29,999
CHECKING AND SAVINGSSCHWAB BANKbank accountfiler, spouse$0 – $29,999$0 – $29,999
CHECKING AND SAVINGSCHASE BANKbank accountfiler, spouse, dependent$0 – $29,999$0 – $29,999
STATE RETIREMENT SYSTEMCalifornia Public Employees' Retirement Systeminvestmentspouse$0 – $29,999Not reported
Invesco/Oppenheimer International · OSMAXCharles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
WisdomTree US · DGRWCharles Schwab Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Artisan Dev World Fd · ARTYXCharles Schwab Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Schwab Value Advantage Money Fund · SWVXXCharles Schwab Brokeragestocksfiler$60,000 – $99,999$0 – $29,999
Goldman Sachs GQG Partners Intl Oppty · GSIHXCharles Schwab Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Virtus SGA International Growth I · STITXCharles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
US TREASURY NOTES/BILLS · (No ticker)Charles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
FEDERATED HERMES MDT MID CAP GROWTH IS · FGSIXCharles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
Needham Aggressive Growth Sm · NEAGXCharles Schwab Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
JPMORGAN CHASE CD · (No ticker)Charles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
Carillon Scout Mid Cap · UMBMXCharles Schwab Brokeragestocksfiler$0 – $29,999$0 – $29,999
SAVINGS BONDSUS TREASURY SAVINGS BONDSself investmentspouse$0 – $29,999$0 – $29,999
T Rowe Price QM US Small Growth · PRDSXMerrill Lynch Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Akre Focus · AKREXMerrill Lynch Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
American New World F1 · NWFFXMerrill Lynch Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Buffalo International · BUFIXMerrill Lynch Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
BLF Treasury Trust · TTTXXMerrill Lynch Brokeragestocksfiler$30,000 – $59,999$0 – $29,999
Janus Henderson Venture Fund · JAVTXCharles Schwab – IRAstocksspouse$0 – $29,999$0 – $29,999
Janus Enterprise Fund · JAENXCharles Schwab – IRAstocksspouse$0 – $29,999$0 – $29,999
Schwab Value Advantage Money Fund · SWVXXCharles Schwab – IRAstocksspouse$0 – $29,999$0 – $29,999
PGIM Jennison International Ops · PWJZXCharles Schwab – IRAstocksspouse$0 – $29,999$0 – $29,999
Virtus KAR Mid-Cap (Growth) A · PHSKXMerrill Lynch – Roth IRAstocksfiler$0 – $29,999$0 – $29,999
Touchstone Mid Cap Cl A · TMAPXMerrill Lynch – Roth IRAstocksfiler$0 – $29,999$0 – $29,999
Bank of America MM · IIAXXMerrill Lynch – Roth IRAstocksfiler$0 – $29,999$0 – $29,999
BLF Treasury Trust · TTTXXMerrill Lynch – Roth IRAstocksfiler$0 – $29,999$0 – $29,999
TROWE PRICE DIVERSIFIED MID CAP GROWTH FD INV CL · PRDMXMerrill Lynch – Roth IRAstocksfiler$0 – $29,999$0 – $29,999
AB Small Cap Growth Port Class A · QUASXHealth Equity HSA Investmentsstocksfiler$0 – $29,999$0 – $29,999
Fidelity Stock Selector Small Cap · FDSCXHealth Equity HSA Investmentsstocksfiler$0 – $29,999$0 – $29,999
Fidelity Government Cash Reserves · FDRXXHealth Equity HSA Investmentsstocksfiler$0 – $29,999$0 – $29,999
HENNESSY CORNERSTONE GROWTH INV CL · HFCGXHealth Equity HSA Investmentsstocksfiler$0 – $29,999$0 – $29,999
John Hancock International Growth · GOIGXMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
Parnassus Endeavor · PARWXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Wells Fargo ADV Mid Cap Value · WFPAXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Schwab U.S. Mid-Cap · SCHMMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
Conestoga Small Cap · CCASXMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
Blackrock Mid-Cap Growth · BMGAXMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
T Rowe Price Value · TRVLXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
T Rowe Price Blue Chip Growth · TRBCXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Wells Fargo Special Small Cap Value · ESPAXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
PIMCO StocksPLUS® Intl (USD-Hedged) A · PIPAXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Vanguard 500 Index Admiral · VFIAXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
JPMorgan Emerging · JFAMXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
T Rowe Price U.S. Equity Research · PRCOXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Virtus Kar International Small Cl A · VISAXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
PIMCO Income Fund Class A · PONAXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Vanguard International Growth Fund · VWIGXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Baron Opportunity Fund Retail Class · BIOPXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Bank of America, NA RASP · IIAXXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Needham Aggressive Growth Fund · NEAGXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Artisan International Value Fd Investor Cl · ARTKXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Matthews Emer Mkts Sm (Mid) · MSMLXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Fam Dividend Focus Cl Inv · FAMEXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
BLF Treasury Trust · TTTXXMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
COMMERCE MIDCAP GROWTH FUND · CFAGXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Driehaus Intl Small Cap Growth · DRIOXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Fidelity Advisor Int'l Small Cap Ops A · FOPAXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
JOHCM International Select II · JOHAXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
PIMCO RAE EMERGING MARKETS FD CL A · PEAFXMerrill Lynch – IRAstocksfiler$0 – $29,999$0 – $29,999
Invesco Small Cap Value CL A · VSCAXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
Wasatch Core Growth · WGROXMerrill Lynch – IRAstocksfiler$30,000 – $59,999$0 – $29,999
BLF FEDFUND · TFDXXMerrill Lynch – IRAstocksfiler$200,000 – $499,999$0 – $29,999
FEDERATED HERMES INSTL PR OBLIGATIONS FD · POIXXMerrill Lynch – IRAstocksfiler$60,000 – $99,999$0 – $29,999
Value Line Mid Cap Focused · VLIFXE*Trade IRA Investmentsstocksfiler$30,000 – $59,999$0 – $29,999
Diamond Hill All Cap Select Inv (V) · DHTAXE*Trade IRA Investmentsstocksfiler$30,000 – $59,999$0 – $29,999
MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) · MVRXXE*Trade IRA Investmentsstocksfiler$30,000 – $59,999$0 – $29,999
US Treasury Bills/Notes · (No ticker)E*Trade IRA Investmentsstocksfiler$0 – $29,999$0 – $29,999
Eaton Vance Emerging and Frontier CL I · EICOXE*Trade IRA Investmentsstocksfiler$0 – $29,999$0 – $29,999
Fidelity Stock Selector Small · FDSCXE*Trade IRA Investmentsstocksfiler$0 – $29,999$0 – $29,999
CHECKING AND SAVINGSSound Credit Unionbank accountspouse$0 – $29,999$0 – $29,999
Brandes Small Cap Value A · BSCAXSchwab SEP IRAstocksfiler$0 – $29,999$0 – $29,999
ETF SPDR S&P 600 Small Cap Value · SLYVSchwab SEP IRAstocksfiler$0 – $29,999$0 – $29,999
Schwab Value Advantage Money Fund · SWVXXSchwab SEP IRAstocksfiler$0 – $29,999$0 – $29,999
Amana Growth Investor · AMAGXJPMorgan IRAstocksfiler$0 – $29,999$0 – $29,999
JPMorgan TR II US Govt Money Mkt FD · MJGXXJPMorgan IRAstocksfiler$0 – $29,999$0 – $29,999
FIDELITY GROWTH STRATEGIES · FDEGXJPMorgan IRAstocksfiler$0 – $29,999$0 – $29,999
Schwab Value Advantage Money Fund · SWVXXCharles Schwab - Rollover IRAstocksfiler$200,000 – $499,999$30,000 – $59,999
Putnam Large Cap Value A · PEYAXCharles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
JPMorgan Large Cap Growth A · OLGAXCharles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
Matthews Japan Investor · MJFOXCharles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
Janus Henderson Enterprise T · JAENXCharles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
COMMERCE MIDCAP GROWTH FUND · CFAGXCharles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
PACIFICORP 3.5% · (No ticker)Charles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
CD BANKERS TRUST · (No ticker)Charles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
CDs JPMORGAN CHASE · (No ticker)Charles Schwab - Rollover IRAstocksfiler$30,000 – $59,999$0 – $29,999
BARCLAYS PLC Bond · (No ticker)Charles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
FEDERAL HOME LN MBSs · (No ticker)Charles Schwab - Rollover IRAstocksfiler$0 – $29,999$0 – $29,999
Treasury Bills/Notes · (No ticker)Charles Schwab - Rollover IRAstocksfiler$60,000 – $99,999$0 – $29,999

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