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DEAN LOTZ

WATER & SEWER COMMISSIONER · ALDERWOOD WATER & WASTEWATER DIST

← Washington filings

Filed Feb 18, 2026 · Period Jan 1, 2025 – Dec 31, 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
CheckingBank of Americabank accountfiler, spouse$100,000 – $199,999$0 – $29,999
SavingsBank of Americabank accountfiler, spouse$200,000 – $499,999$0 – $29,999
CDBank of Americabank accountfiler, spouse$100,000 – $199,999$0 – $29,999
checkingChasebank accountfiler$0 – $29,999Not reported
Long Term CareTrustmarkinsurancefiler$60,000 – $99,999Not reported
Long Term CareTrustmarkinsurancespouse$60,000 – $99,999Not reported
Life InsuranceEquitableinsurancefiler$200,000 – $499,999Not reported
Life InsuranceEquitableinsurancespouse$200,000 – $499,999Not reported
PERSDRSinvestmentfiler$200,000 – $499,999Not reported
457 Deferred Compensation WWDMission Square Retirementinvestmentfiler$100,000 – $199,999Not reported
457 Deferred Comp AWWDMission Square Retirementinvestmentfiler$100,000 – $199,999Not reported
401K AWWDMission Square Retirementinvestmentfiler$0 – $29,999Not reported
401kMission Squareinvestmentspouse$100,000 – $199,999Not reported
Traditional IRAEquitableinvestmentspouse$200,000 – $499,999Not reported
SCS Strategies NQ JointEquitableinvestmentfiler, spouse$100,000 – $199,999Not reported
HRA VEBAHRAVEBAinvestmentfiler$200,000 – $499,999Not reported
Investment Edge Dual Direction NQ JointEquitableinvestmentspouse, filer$200,000 – $499,999Not reported
stocksMerrill Edgeself investmentspouse$750,000 – $999,999$0 – $29,999
stocksCharles Schwabself investmentspouse$60,000 – $99,999$0 – $29,999
stocksGlacier Bancorp Incself investmentspouse$100,000 – $199,999$0 – $29,999

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