Denice Bergerson › F-1
Denice Bergerson: 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
- City Council Member, City of Buckley
- Original
- the statement on the PDC's site
Income 4
| Source | For | Whose | Amount |
|---|---|---|---|
| Social Security Administration Wilkes-Barre, PA | Social Security | Spouse | $0–$29,999 |
| Social Security Administration Wilkes-Barre, PA | Social Security | Filer | $0–$29,999 |
| Prudential Tax Services LLC Scranton, PA | Pension | Spouse | $0–$29,999 |
| City of Buckley Buckley, WA | CITY COUNCIL MEMBER | Filer | $0–$29,999 |
Accounts and investments 13
| Held at / in | What | Whose | Value |
|---|---|---|---|
| White River Credit Union | Savings | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Checking | $0–$29,999 income $0–$29,999 | ||
| IRA Account | Cuna Mutual | Filer | $200,000–$499,999 income $0–$29,999 |
| RBC Wealth Management | Stocks | Filer | $100,000–$199,999 income $0–$29,999 |
| RBC Wealth Management | Stocks | Spouse | $100,000–$199,999 income $0–$29,999 |
| Cuna Mutual Group | Stocks | Filer | $200,000–$499,999 income $0–$29,999 |
| Mission Square Retirement | Stocks | Spouse | $0–$29,999 income $0–$29,999 |
| White River Credit Union | IRA Shares | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| IRA Shares | $100,000–$199,999 income $0–$29,999 | ||
| Matthew S Bergerson | Real Estate Home Loan | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| retirement | Clearbridge All Cap Value | Spouse | $0–$29,999 income $0–$29,999 |
| Clearbridge Appreciation | $0–$29,999 income $0–$29,999 | ||
| Clearbridge Large Cap Growth | $0–$29,999 income $0–$29,999 | ||
| Microsoft Corp | $0–$29,999 income $0–$29,999 | ||
| Starbucks Corp | $60,000–$99,999 income $0–$29,999 | ||
| U;tra Ser Madison | $30,000–$59,999 income $0–$29,999 | ||
| CMFG Stable Value | $60,000–$99,999 income $0–$29,999 | ||
| Vangard VIF Equity Index | $30,000–$59,999 income $0–$29,999 | ||
| T Rowe Price Blue Chip Growth Port | $30,000–$59,999 income $0–$29,999 | ||
| ABRDN Global Equity | $0–$29,999 income $0–$29,999 | ||
| Touchstone Strategic TR | $0–$29,999 income $0–$29,999 | ||
| Templeton Developing Markets | $0–$29,999 income $0–$29,999 | ||
| Victory Portfolio | $0–$29,999 income $0–$29,999 | ||
| Blackrock International | $0–$29,999 income $0–$29,999 | ||
| EUropacific Growth FD | $0–$29,999 income $0–$29,999 | ||
| Harbor International Fund | $0–$29,999 income $0–$29,999 | ||
| Hartford Mut FDS Inc | $0–$29,999 income $0–$29,999 | ||
| Nuveen INVT TR | $0–$29,999 income $0–$29,999 | ||
| Templeton Foreign FD CL A | $0–$29,999 income $0–$29,999 | ||
| Allspring Discovery LARGE Cap Growth | $0–$29,999 income $0–$29,999 | ||
| Blackrock Large Cap SER FDS | $0–$29,999 income $0–$29,999 | ||
| Clearbridge Value Trust | $0–$29,999 income $0–$29,999 | ||
| Hancock John Capital SER | $0–$29,999 income $0–$29,999 | ||
| Invesco American Franchise | $0–$29,999 income $0–$29,999 | ||
| Invesco Charter Fund | $0–$29,999 income $0–$29,999 | ||
| Principal INVS FD Inc | $0–$29,999 income $0–$29,999 | ||
| Guggenheim FDS TR | $0–$29,999 income $0–$29,999 | ||
| Hotchkis & Wiley FDS | $0–$29,999 income $0–$29,999 | ||
| Victory Portfolio | $0–$29,999 income $0–$29,999 | ||
| Allsprings Emerging Growth FD | $0–$29,999 income $0–$29,999 | ||
| Diamond Hill | $0–$29,999 income $0–$29,999 | ||
| Kinetic Small Cap | $0–$29,999 income $0–$29,999 | ||
| Missionsquare MP Consevative Growth R1 | $0–$29,999 income $0–$29,999 | ||
| Missionsquare MP Traditional Growth | $0–$29,999 income $0–$29,999 | ||
| Missionsquare MP Longterm Growth | $0–$29,999 income $0–$29,999 | ||
| White River Credit Union | Roth IRA-Shares | Spouse | $60,000–$99,999 income $0–$29,999 |
| Traditional IRA Shares | $0–$29,999 income $0–$29,999 | ||
| White River Credit Union | Roth IRA | Filer | $100,000–$199,999 income $0–$29,999 |
| Harborstone Credit Union | checking | Filer | $0–$29,999 income $0–$29,999 |
| Savings | $0–$29,999 income $0–$29,999 | ||
| Certificates | $60,000–$99,999 income $0–$29,999 | ||
| IRA | $100,000–$199,999 income $0–$29,999 | ||
| Harborstone | IRA | Spouse | $100,000–$199,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Shay Estates Homeowners Association Homeowners Association | Secretary/Treasurer | Filer |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Buckley | Filer, Spouse | $750,000–$999,999 | — |
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.