James W Herman › F-1
James W Herman: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-01-01 – 2024-12-31
- Filed
- 2025-03-17
- Office
- Port Commissioner, Port of Klickitat County Dist 01
- Original
- the statement on the PDC's site
Income 4
| Source | For | Whose | Amount |
|---|---|---|---|
| Klickitat County Port District #1 Bingen, WA | Port Commissioner | Filer | $0–$29,999 |
| Social Security Administration The Dalles, OR | Retired | Filer | $30,000–$59,999 |
| Social Security Administration The Dalles, OR | Retired | Spouse | $0–$29,999 |
| rent White Salmon, WA | rent | Filer | $60,000–$99,999 |
Accounts and investments 10
| Held at / in | What | Whose | Value |
|---|---|---|---|
| 1st Security Bank of Washington | Savings | Filer | $60,000–$99,999 income $0–$29,999 |
| Checking | $60,000–$99,999 | ||
| checking | $0–$29,999 | ||
| Edward D. Jones | Stocks | Spouse | $30,000–$59,999 income $0–$29,999 |
| Geneos Wealth Management | stocks | Filer | $0–$29,999 income $0–$29,999 |
| Gugenheim | stocks | Spouse | $0–$29,999 |
| The Entrust Group ROTH IRA | Bonds | Filer | $200,000–$499,999 income $0–$29,999 |
| Terry Lucas | Loan | Spouse | $60,000–$99,999 |
| Herman & Associates, CPAs PC | Sale Contract | Filer | $200,000–$499,999 income $0–$29,999 |
| Foothills Bank | Checking | Filer | $0–$29,999 |
| Belle Ventures LLC | note receivable | Filer | $750,000–$999,999 income $60,000–$99,999 |
| CIT | savings | Filer | $30,000–$59,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| James Herman CPA CPA | owner | Filer |
Real estate 7
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer | $200,000–$499,999 | — |
| WA | Filer | $200,000–$499,999 | — |
| WA | Filer | $200,000–$499,999 | — |
| WA | Filer | $200,000–$499,999 | — |
| WA | Filer | $750,000–$999,999 | — |
| WA | Filer | $200,000–$499,999 | — |
| WA | Filer | $200,000–$499,999 | — |
Street addresses are on the PDC's copy; we show the city only.
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.