David Berg › F-1
David Berg: 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
- 2025-04-14
- Office
- School Director, Puyallup Sd 003
- Original
- the statement on the PDC's site
Income 4
| Source | For | Whose | Amount |
|---|---|---|---|
| Multicare Health System Tacoma, WA | MEDICAL DOCTOR - PHYSICIAN | Spouse | $200,000–$499,999 |
| Renton Condominium Renton, WA | Rent | Filer, Spouse | $0–$29,999 |
| Puyallup School District Puyallup, WA | SCHOOL DIRECTOR | Filer | $0–$29,999 |
| Ashford Cabin Ashford, WA | Rental Income | Filer, Spouse | $0–$29,999 |
Accounts and investments 7
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Boeing Employees Credit Union | Savings | Filer, Spouse | $30,000–$59,999 income $0–$29,999 |
| Money Market | $60,000–$99,999 income $0–$29,999 | ||
| Checking | $0–$29,999 income $0–$29,999 | ||
| Charles Schwab | IRA | Filer | $30,000–$59,999 income $0–$29,999 |
| Charles Schwab | IRA | Spouse | $30,000–$59,999 income $0–$29,999 |
| Charles Schwab | Stocks, Bonds, Mutual Funds, CDs | Filer, Spouse | $1,000,000 or more income $0–$29,999 |
| Empower Retirement | 401(k) | Spouse | $750,000–$999,999 income $0–$29,999 |
| 403(B) | $1,000,000 or more income $0–$29,999 | ||
| Retirement Plan | $200,000–$499,999 income $0–$29,999 | ||
| Capital Group | 529 for Ayden | Dependent, Filer | $60,000–$99,999 income $0–$29,999 |
| 529 for Ethan | $0–$29,999 income $0–$29,999 | ||
| Personal | Walt Disney Company DIS | Filer | $0–$29,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Puyallup School District School District | Board of Directors | Filer |
Real estate 3
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Puyallup | Filer, Spouse | $750,000–$999,999 | — |
| Renton | Filer, Spouse | $500,000–$749,999 | Boeing Employees Credit Union ($200,000–$499,999) |
| Ashford | Filer, Spouse | $200,000–$499,999 | BECU ($200,000–$499,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 2
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| Subaru | Dependent, Filer | $0–$29,999 | Monthly |
| Boeing Employees Credit Union | Filer, Spouse | $30,000–$59,999 | Monthly |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.