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Daniel S. Gottlieb

STATE BOARD/COMMISSION MEMBER · HEALTH CARE FACIL AUTHORITY

← Washington filings

Filed Mar 6, 2026 · Period Feb 24, 2025 – Feb 23, 2026

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
CheckingJPMorgan Chase Bank, N.A.bank accountfiler, spouse$60,000 – $99,999$0 – $29,999
SavingsJPMorgan Chase Bank, N.A.bank accountfiler, spouse$0 – $29,999$0 – $29,999
LifeNorthwestern Mutual Life Insurance Co.insurancefiler, spouse$750,000 – $999,999$0 – $29,999
Mutual Funds and Exchange Traded FundsCharles Schwabinvestmentfiler, spouse$1,000,000 or moreNot reported
Mutual FundsFidelity Brokerage Servicesinvestmentfiler, spouse$750,000 – $999,999Not reported
Mutual FundsInvescoinvestmentspouse$0 – $29,999Not reported
Mutual fundsEdward Jonesinvestmentspouse$30,000 – $59,999Not reported
Promissory NoteRichard Payne Promissory Noteotherfiler, spouse$0 – $29,999$0 – $29,999

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