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Frank Serra

PROFESSIONAL STAFF · Office of the State Actuary

← Washington filings

Filed Mar 10, 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
CheckingPNC Bankbank accountfiler$30,000 – $59,999$0 – $29,999
SavingsAmerican Expressbank accountfiler$0 – $29,999$0 – $29,999
SavingsWestern Alliancebank accountfiler$100,000 – $199,999$0 – $29,999
SavingsFidelity Investmentsbank accountfiler$30,000 – $59,999$0 – $29,999
Pension ContributionsDepartment of Retirement Systems (PERS Plan)investmentfiler$60,000 – $99,999Not reported
Deferred Compensation ProgramVoya Financialinvestmentfiler$60,000 – $99,999$0 – $29,999
Spotify Stock · SPOTPersonalstocksfiler$0 – $29,999$0 – $29,999
Visa Stock · VPersonalstocksfiler$0 – $29,999$0 – $29,999
Bank of America Stock · BACPersonalstocksfiler$0 – $29,999$0 – $29,999
United Health Group Stock · UNHPersonalstocksfiler$0 – $29,999$0 – $29,999
Amazon Stock · AMZNPersonalstocksfiler$0 – $29,999$0 – $29,999
Pfizer Stock · PFEPersonalstocksfiler$0 – $29,999$0 – $29,999
Nvidia Stock · NVDAPersonalstocksfiler$0 – $29,999$0 – $29,999
The Trade Desk Stock · TTDPersonalstocksfiler$0 – $29,999$0 – $29,999
Super Micro Computer Inc Stock · SMCIPersonalstocksfiler$0 – $29,999$0 – $29,999
S&P 500 Index · FXAIXPersonalstocksfiler$0 – $29,999$0 – $29,999
International Index · FSPSXPersonalstocksfiler$0 – $29,999$0 – $29,999
US Bond Index · FXNAXPersonalstocksfiler$0 – $29,999$0 – $29,999
Eli Lilly & Co Stock · LLYPersonalstocksfiler$0 – $29,999$0 – $29,999
Mid Cap Index · FSMDXPersonalstocksfiler$0 – $29,999$0 – $29,999

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