Ada M Healey › F-1
Ada M Healey: 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
- 2025-04-03
- Office
- State Board/Commission Member, Investment Board, St
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Vale Group LLC (dba Vulcan Real Estate) Seattle, WA | Chief Real Estate Officer | Filer | $1,000,000 or more |
| State of Washington Investment Board Olympia, WA | Non-Voting Board Member | Filer | $0–$29,999 |
Accounts and investments 26
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Pathstone Investments | Roth IRA-VUSFX (Vanguard Ultra-Short-Term Bond Fund Admiral Shares) | Filer | $0–$29,999 income $0–$29,999 |
| Roth IRA-DODIX (Dodge & Cox Income) | $0–$29,999 income $0–$29,999 | ||
| Roth IRA-VTWAX (Vanguard Total World Stock Index Admiral) | $30,000–$59,999 income $0–$29,999 | ||
| TLH (Shares 10-20 Year Treasury Bond ETF) | $0–$29,999 income $0–$29,999 | ||
| SPDW (SPDR Portfolio Developed World ex-US ETF) | $0–$29,999 income $0–$29,999 | ||
| IEMG (IShares Core MSCI Emerging ETF) | $0–$29,999 income $0–$29,999 | ||
| VO (Vanguard Mid Cap ETF) | $0–$29,999 income $0–$29,999 | ||
| VB (Vanguard Small Cap ETF) | $0–$29,999 income $0–$29,999 | ||
| IVV (IShares Core S&P 500 ETF) | $30,000–$59,999 income $0–$29,999 | ||
| US Bank | Savings Account | Filer, Spouse | $1,000,000 or more income $0–$29,999 |
| Checking Account | $200,000–$499,999 income $0–$29,999 | ||
| Savings Account | $200,000–$499,999 income $0–$29,999 | ||
| Wells Fargo | Savings Account | Filer, Spouse | $500,000–$749,999 income $0–$29,999 |
| Checking Account | $60,000–$99,999 income $0–$29,999 | ||
| Pathstone Investments | IJH (iShares Core S&P Mid Cap ETF) | Filer, Spouse | $750,000–$999,999 income $0–$29,999 |
| IJR (iShares Core S&P Small Cap ETF) | $500,000–$749,999 income $0–$29,999 | ||
| IVV (iShares Core S&P 500 ETF) | $1,000,000 or more income $30,000–$59,999 | ||
| LBNYX (Lord Abbett Bond-Debenture I) | $750,000–$999,999 income $30,000–$59,999 | ||
| PIMIX (PIMCO Income Fund Institutional Class) | $750,000–$999,999 income $30,000–$59,999 | ||
| PIRMX (PIMCO Inflation Response Multi-Asset Fund Institutional) | $750,000–$999,999 income $0–$29,999 | ||
| SPEM (SPDR Index Shares Emerging Market ETF) | $200,000–$499,999 income $0–$29,999 | ||
| VEA (Vanguard FTSE Developed Market ETF) | $1,000,000 or more income $30,000–$59,999 | ||
| VV (Vanguard Large Cap ETF) | $200,000–$499,999 income $0–$29,999 | ||
| VWIUX (Vanguard Intermediate Term Tax-Exempt Fund Admiral Shares) | $1,000,000 or more income $60,000–$99,999 | ||
| VWSUX (Vanguard Short-term Tax-Exempt Admiral Shares) | $1,000,000 or more income $30,000–$59,999 | ||
| VWLUX (Vanguard Long-Term Tax-Exempt Admiral Shares) | $1,000,000 or more income $30,000–$59,999 | ||
| IEMG (iShares Core MSCI Emerging ETF) | $60,000–$99,999 income $0–$29,999 | ||
| SNOXX (Schwab Treasury Oblig Money Inv) | $200,000–$499,999 income $0–$29,999 | ||
| BGLYX (Brookfield Global Listed Infrastructure EI) | $200,000–$499,999 income $0–$29,999 | ||
| CSRIX (Cohen & Steers Instl Realty Shares) | $200,000–$499,999 income $0–$29,999 | ||
| Pathstone Investments | Roth IRA-DODIX | Spouse | $60,000–$99,999 income $0–$29,999 |
| Roth IRA-IEMG | $100,000–$199,999 income $0–$29,999 | ||
| Roth IRA-LBNYX | $200,000–$499,999 income $0–$29,999 | ||
| Roth IRA-SPDW | $200,000–$499,999 income $0–$29,999 | ||
| Roth IRA-VB | $100,000–$199,999 income $0–$29,999 | ||
| Roth IRA-VO | $100,000–$199,999 income $0–$29,999 | ||
| Roth IRA-VTWAX | $500,000–$749,999 income $0–$29,999 | ||
| Roth IRA-VUSFX | $30,000–$59,999 income $0–$29,999 | ||
| Roth IRA-TLH | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA-IVV | $500,000–$749,999 income $0–$29,999 | ||
| Fidelity 401(k) | FID Sel Tech | Filer | $500,000–$749,999 income $0–$29,999 |
| FID500 | $750,000–$999,999 income $0–$29,999 | ||
| TRP Large Cap Growth | $750,000–$999,999 income $0–$29,999 | ||
| Flying Fish Fund I QP | Class B LP | Filer | $200,000–$499,999 income $0–$29,999 |
| Global Oil & Gas (formerly Dome Holdings LLC) | (.25%) Override Interest: Gilliam No. 1-H Well, Johnson No. 1-H Well; Embry No. 1-H Well | Filer | $60,000–$99,999 income $0–$29,999 |
| Verizon Benefits Center | Defined Benefit Plan | Filer | $30,000–$59,999 |
| BodiGuide Inc. | Series A-1 Preferred Stock | Filer | $30,000–$59,999 |
| Health Equity Corporate | VIIIX | Filer | $60,000–$99,999 income $0–$29,999 |
| VIGIX | $60,000–$99,999 income $0–$29,999 | ||
| Vanguard | Federal MM Fund | Filer, Spouse | $60,000–$99,999 income $0–$29,999 |
| VTCLX | $200,000–$499,999 income $0–$29,999 | ||
| VUSFX | $1,000,000 or more income $30,000–$59,999 | ||
| VDE | $500,000–$749,999 income $0–$29,999 | ||
| VXF | $1,000,000 or more income $0–$29,999 | ||
| MGC | $200,000–$499,999 income $0–$29,999 | ||
| MGK | $200,000–$499,999 income $0–$29,999 | ||
| VO | $200,000–$499,999 income $0–$29,999 | ||
| VOO | $1,000,000 or more income $0–$29,999 | ||
| VOOG | $500,000–$749,999 income $0–$29,999 | ||
| VTI | $200,000–$499,999 income $0–$29,999 | ||
| XLV | $200,000–$499,999 income $0–$29,999 | ||
| VXUS | $1,000,000 or more income $30,000–$59,999 | ||
| BRK/A - Berkshire | $500,000–$749,999 income $0–$29,999 | ||
| VTV | $1,000,000 or more income $0–$29,999 | ||
| VTEB | $1,000,000 or more income $100,000–$199,999 | ||
| Marsh McClennan Retirement Administration | Defined Benefit Plan | Spouse | $200,000–$499,999 |
| Flying Fish Fund II, QP, LP | LP | Filer | $200,000–$499,999 income $0–$29,999 |
| Pathstone | Contributory IRA-Cash | Filer | $0–$29,999 income $0–$29,999 |
| Pathstone | Contributory IRA-Cash | Spouse | $0–$29,999 income $0–$29,999 |
| HarborVest Partners LLC | Vanguard HarborVest 2021 PE Feeder Fund LP | Filer | $1,000,000 or more income $0–$29,999 |
| Pathstone Investments | Roth IRA-DODIX | Filer | $60,000–$99,999 income $0–$29,999 |
| Roth IRA-IEMG | $100,000–$199,999 income $0–$29,999 | ||
| Roth IRA-LBNYX | $200,000–$499,999 income $0–$29,999 | ||
| Roth IRA-SPDW | $200,000–$499,999 income $0–$29,999 | ||
| Roth IRA-VB | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA-VO | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA-VTWAX | $200,000–$499,999 income $0–$29,999 | ||
| Roth IRA-VUSFX | $30,000–$59,999 income $0–$29,999 | ||
| Roth IRA-TLH | $60,000–$99,999 income $0–$29,999 | ||
| Roth IRA-IVV | $500,000–$749,999 income $0–$29,999 | ||
| US Bank | FIGXX | Filer, Spouse | $1,000,000 or more income $500,000–$749,999 |
| Vanguard | Federal Money Market | Dependent | $0–$29,999 income $0–$29,999 |
| VXUS | $0–$29,999 income $0–$29,999 | ||
| VTI | $30,000–$59,999 income $0–$29,999 | ||
| VOO | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard | Federal Money Market | Dependent | $0–$29,999 income $0–$29,999 |
| VXUS | $0–$29,999 income $0–$29,999 | ||
| VTI | $60,000–$99,999 income $0–$29,999 | ||
| VOO | $30,000–$59,999 income $0–$29,999 | ||
| Pathstone Investments | Cornerstone Private Equity Fund IX-B, LP | Filer, Spouse | $750,000–$999,999 income $100,000–$199,999 |
| Pathstone PMA 2021, LP | $750,000–$999,999 income $0–$29,999 | ||
| Pathstone PMA Income Series LLC - Series 2021 | $200,000–$499,999 income $30,000–$59,999 | ||
| Pathstone Unified Managed Account | $750,000–$999,999 income $30,000–$59,999 | ||
| Pathstone Private Equity Select 2024, LP | $200,000–$499,999 income $0–$29,999 | ||
| Pathstone Private Credit Opportunities, 2024, LP | $200,000–$499,999 income $0–$29,999 | ||
| My 529 | UTADX | Dependent | $200,000–$499,999 |
| UTAIX | $500,000–$749,999 | ||
| UTAEX | $500,000–$749,999 | ||
| Flying Fish Phaidra SPV A LLC | LP | Filer | $100,000–$199,999 income $0–$29,999 |
| Flying Fish III, LP | LP | Filer | $200,000–$499,999 income $0–$29,999 |
| Flying Fish Opportunity Fund I, LP | LP | Filer | $200,000–$499,999 income $0–$29,999 |
Businesses 14
| Business | Role | Whose |
|---|---|---|
| Downtown Seattle Association Not-for-profit organization formed to further and promote programs of action to build and maintain a health and vibrant downtown Seattle | Board Member | Filer |
| Hall-Bergh Oyster Bay LLC Real Estate LLC | owner | Spouse |
| Vale Group LLC Holding company for Paul G. Allen Estate Family Office | Chief Real Estate Officer/Executive Vice President | Filer |
| 505 Union Station LLC Real Estate holding company | Vice President | Filer |
| AIBS Leasing LLC Real Estate operating company | Vice President | Filer |
| City Investors LLC Real Estate holding company Paid by a government agency: 1 payment(s) listed | Vice President | Filer |
| City Investors MM Inc. Real Estate holding company | Vice President | Filer |
| Fourth & Jackson Inc. Real Estate holding company | Vice President | Filer |
| Mosaic Investments Inc. Real Estate holding company | Vice President | Filer |
| Vulcan Corporate Properties MM Inc. Real Estate holding company | Vice President | Filer |
| Hawks Landing LLC Real Estate Holding Co. | Vice President | Filer |
| Seattle Metro Chamber of Commerce Business Association Paid by a government agency: 7 payment(s) listed | Chamber Board Member | Filer |
| Washington Builders LLC Real Estate holding company | Vice President | Filer |
| Entertainment Properties Inc. Real Estate Holding Company | Vice President | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer | $1,000,000 or more | Rocket Mortgage ($200,000–$499,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 1
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Rocket Mortgage | Filer | $200,000–$499,999 | 10 years @ 1.99% |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.