Terry Roberts › F-1
Terry Roberts: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2023-05-10 – 2024-05-09
- Filed
- 2024-05-14 (2 versions; this is the latest)
- Office
- Candidate for State Representative, Legislative District 24
- Original
- the statement on the PDC's site
Income 4
| Source | For | Whose | Amount |
|---|---|---|---|
| Discover Financial Services Riverwoods, Illinois | PROJECT MANAGER | Filer | $100,000–$199,999 |
| Rental Marysville, WA | Rental | Filer | $0–$29,999 |
| Rental Tulaip, WA | Rental | Filer | $0–$29,999 |
| Rental Bothell, WA | Rental | Filer | $0–$29,999 |
Accounts and investments 8
| Held at / in | What | Whose | Value |
|---|---|---|---|
| BofA | checking | Filer | $60,000–$99,999 |
| DSFS | Stock | Filer | $30,000–$59,999 |
| DSFS | 401K | Filer | $60,000–$99,999 |
| DSFS | 401K | Filer | $0–$29,999 |
| Merrill Lynch | IRA | Filer | $100,000–$199,999 |
| Merrill Lynch | Advisory | Spouse | $750,000–$999,999 |
| Merrill Lynch | IRA | Spouse | $60,000–$99,999 |
| Merrill Lynch | Management | Spouse | $60,000–$99,999 |
Real estate 4
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Quilcene | Filer | $750,000–$999,999 | — |
| Tulalip | Filer | $200,000–$499,999 | — |
| marysville | Filer | $200,000–$499,999 | PHH Mortgage ($30,000–$59,999) |
| Bothell | Filer | $200,000–$499,999 | PHH Mortgage ($60,000–$99,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| PHH Mortgage | Filer | $100,000–$199,999 | 30 year |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.