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SACKS JOEL D

STATE BOARD/COMMISSION MEMBER · INVESTMENT BOARD, ST; STATE AGENCY DIRECTOR · LABOR & INDUSTRIES, DEPT OF

← Washington filings

Filed Apr 4, 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
Checking, Savings and certificate of depositObee Credit Unionbank accountfiler, spouse, dependent$100,000 – $199,999$0 – $29,999
529 college funds (mutual funds, ETF, and stocks)Merrill Lynchinvestmentfiler, spouse, dependent$100,000 – $199,999$0 – $29,999
Retirement accounts (mutual funds, ETF and stocks)Merrill Lynchinvestmentfiler, spouse, dependent$200,000 – $499,999$0 – $29,999
Inherited funds (mutual funds, EFT, and stocks)Merrill Lynchinvestmentfiler, spouse, dependent$100,000 – $199,999$0 – $29,999
Retirement and Deferred Comp Accounts from Washington StateVoya Finanial Washington State Plan (DRS) Washington State Investment Boardinvestmentfiler, spouse$500,000 – $749,999Not reported
Retirement and Deferred Comp Account from Washington StateVoya Finanial Washington State Plan (DRS) Washington State Investment Boardinvestmentfiler, spouse$1,000,000 or moreNot reported
Mutual FundsJanus Henderson Investorsinvestmentfiler$100,000 – $199,999$0 – $29,999
Mutual Funds (529's)WA529 Investinvestmentfiler, spouse, dependent$100,000 – $199,999Not reported
Deferred Comp fundThrift Savings Planinvestmentfiler$100,000 – $199,999Not reported
mutual fundsRBC Capital Markets, LLCinvestmentspouse$100,000 – $199,999$0 – $29,999
Pennsylvania Power and Light · PPLPersonalstocksfiler, spouse$30,000 – $59,999$0 – $29,999
apple · AAPLpersonal/inheritancestocksspouse$30,000 – $59,999Not reported

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