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Stephen W. Garvin

Washington financial-affairs disclosure

← Washington filings

Filed Jun 4, 2025 · Period May 29, 2024 – May 28, 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
CheckingWells Fargo Bankbank accountfiler$0 – $29,999$0 – $29,999
Mutual FundNationwide Retirement Solutions - San Diego Cty.investmentfiler$100,000 – $199,999Not reported
Advisor's Edge non qualified annuity death benefitTransAmerica Life Insurance Companyinsurancespouse$100,000 – $199,999Not reported
PERS 2 Retirement SystemDepartment of Retirement Systems - WAinvestmentfiler$100,000 – $199,999Not reported
Investment accountCharles Schwab Brokeragebank accountfiler$100,000 – $199,999$0 – $29,999
Investment accountCharles Schwab Brokeragebank accountspouse$1,000,000 or more$60,000 – $99,999
Mutual FundsNationwide Retirement Solutions - Spokane Cty.investmentfiler$200,000 – $499,999Not reported
Mutual FundsT. Rowe Price Retirement Plan Servicesinvestmentspouse$60,000 – $99,999Not reported
Avista · AVAstocksfiler$0 – $29,999Not reported
Bank of America · BACstocksfiler$0 – $29,999Not reported
Bridger Aerospace · BAERstocksfiler$0 – $29,999Not reported
Goldman Sachs · GSstocksfiler$0 – $29,999Not reported
JP Morgan Chase · JPMstocksfiler$0 – $29,999Not reported
Coca Cola · KOstocksfiler$30,000 – $59,999Not reported
Piedmont Lithium · PLLstocksfiler$0 – $29,999Not reported
Vanguard SP500 · VOOstocksfiler$0 – $29,999Not reported
Schwab Prime Adv. · SWVXXstocksfiler$100,000 – $199,999Not reported

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