Steven R Jacobs › F-1
Steven R Jacobs: 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
- 2025-04-15
- Office
- State Board/Commission Member, Health Care Facil Authority
- Original
- the statement on the PDC's site
Income 5
| Source | For | Whose | Amount |
|---|---|---|---|
| Central Washington Hospital and Clinics Wenatchee, WA | Consultant | Filer | $30,000–$59,999 |
| Central Washington Hospital and Clinics Wenatchee, WA | Registered Nurse | Spouse | $60,000–$99,999 |
| Washington State Health Care Facilities Authority Olympia, WA | STATE BOARD/COMMISSION MEMBER | Filer | $0–$29,999 |
| Social Security Administration Wilkes Barre, PA | Social Security | Filer | $30,000–$59,999 |
| Social Security Administration Wilkes-Barre, PA | Social Security | Spouse | $0–$29,999 |
Accounts and investments 6
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Merrill Lynch | ML Bank Deposit Program | Filer | $30,000–$59,999 income $0–$29,999 |
| Rollover/Boys IRA Mutual Fund Brown Adv Sustainable Growth Fd Cl Instl | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Calvert US Lrg Cap Value Resonible Index Fd Cl I | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Invesco Emerging MarketsSovereign Debt ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Invesco Preferred ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Tips Bond ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Mbs Etf | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund IShares US Treasury Bond ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Inc Core Mcsi Emerging Mkts ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Ishares Tr Core Msci Eaf ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Value ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Small Cap Growth Etf | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Value ETF | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Growth ETF | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Short-Term Corporate Bond | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Intermediate Term | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Vanguard Total Internatl Bond ETF | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Mutual Fund Calvert Small Cap | $0–$29,999 income $0–$29,999 | ||
| Rollover/boys IRA IShares 20+Year | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Ishares Inc Shares ESG | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen ESG Large Cap Growth ETF | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Schwab Short Term US | $30,000–$59,999 income $0–$29,999 | ||
| Rollover IRA US Treasury Bond 3.000% 5/15/2042 | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA AFLAC INC 121 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Alcon SA Act 98 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA APTIV Plc 120 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Brucker Corp 108 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Danaher Corp 30 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Flex ltd 323 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Intercontinental 66 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Johnson and Johnson 41 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Microsoft Corp 39 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Monolithic Pwr Systems 10 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nextera Energy Inc 127 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Intuit 9 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nvidia 142 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA NX Semiconductors 34 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Proctor and Gamble 58 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Rockwell Automation 38 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Tetra Tech 140 Shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Topbuild Corp 13 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Te Connectivity LTD 61 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA United health Group 17 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Unilevl PLC 181 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Visa Inc CL A 39 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Waste Management 52 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA CCM Community Impact Bond Fund | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen ESG Large Cap Value ETF | $30,000–$59,999 income $0–$29,999 | ||
| Rollover/Boys IRA Adobe INC 18 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Becton Dickinson 36 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Hexcel Corp New Com 113 shares | $0–$29,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA RASP | $60,000–$99,999 income $0–$29,999 | ||
| Rollover/Boys IRA Accenture PLS 25 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Icon PLC 30 shares | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 9/15/2026 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 10/15/2026 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 9/30/2028 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 9/30/2030 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 4.750% 11/15/2043 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 3.625% 2/15/2053 | $0–$29,999 income $0–$29,999 | ||
| Fair Issac Corp 6 shares | $0–$29,999 income $0–$29,999 | ||
| Palo Alto Networks Inc 38 shares | $0–$29,999 income $0–$29,999 | ||
| Veralto Corp 129 shares | $0–$29,999 income $0–$29,999 | ||
| Goldman Sachs Intl Equity ESG Fund | $0–$29,999 income $0–$29,999 | ||
| IShares ESG Aware MCSI | $0–$29,999 | ||
| Rollover/Boys IRA Blackrock Liquidity Fund | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.125% 10/31/2027 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 3.875% 11/30/2027 | $0–$29,999 income $0–$29,999 | ||
| Federal Natl Mtg Assoc Bonds 6.625% 11/15/2030 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.250% 02/28/2031 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 04/30/2031 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.375% 05/15/2034 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 4.750% 11/15/2053 | $0–$29,999 income $0–$29,999 | ||
| Aecom 75 shares | $0–$29,999 income $0–$29,999 | ||
| Arista Networks Inc 68 shares | $0–$29,999 income $0–$29,999 | ||
| Cadence Design Sys 28 shares | $0–$29,999 income $0–$29,999 | ||
| Fiserv Inc Wisc Pv 47 shares | $0–$29,999 income $0–$29,999 | ||
| Jefferies Finl Group Inc 106 shares | $0–$29,999 income $0–$29,999 | ||
| GE Healthcare 120 shares | $0–$29,999 income $0–$29,999 | ||
| Hologic Inc 69 shares | $0–$29,999 income $0–$29,999 | ||
| On Hldg Ag Namen-Akt 150 shares | $0–$29,999 income $0–$29,999 | ||
| Taiwan S Manufacturing ADR 50 shares | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Macquarie Corporate Bond Fund | $0–$29,999 income $0–$29,999 | ||
| Rollover/Boys IRA Nuveen Core Impact Fund | $100,000–$199,999 income $0–$29,999 | ||
| Rollover/Boys IRA Vanguard Scottdale | $30,000–$59,999 income $0–$29,999 | ||
| Cash IRA CD City Natl Bank of Fl 4.650% 2/18/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA CD East-West Bk 4.350% 5/13/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA CD East-West Bk 4.050% 8/13/2025 | $0–$29,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA Rasp | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.125%11/30/2027 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Note 4.625% 09/30/2028 | $0–$29,999 income $0–$29,999 | ||
| US Treasury Bond 3.00% 05/15/2042 | $0–$29,999 income $0–$29,999 | ||
| Merrill Lynch | ML Bank Deposit Program | Spouse | $0–$29,999 income $0–$29,999 |
| Mutual Funds Hartford World Bond Fund Cl C | $0–$29,999 income $0–$29,999 | ||
| Mutual Funds Ishares Core S&P US value Etf | $0–$29,999 income $0–$29,999 | ||
| Mutual Funds Pimco Income Fund Cl A | $0–$29,999 income $0–$29,999 | ||
| Inherited IRA Blackrock Capital Appreciaion Fd Inc A | $100,000–$199,999 income $0–$29,999 | ||
| Inherited IRA Blackrock Global Allocation Fd Inc A | $0–$29,999 income $0–$29,999 | ||
| Inherited IRA Calamos Growth and Income Fd Cl A | $30,000–$59,999 income $0–$29,999 | ||
| Inherited IRA Ishares Core S&P US Value ETF | $30,000–$59,999 income $0–$29,999 | ||
| Inherited IRA Pimco Income Fund Cl A | $60,000–$99,999 income $0–$29,999 | ||
| Inherited IRA The Oakmark Inv Cl | $30,000–$59,999 income $0–$29,999 | ||
| Roth IRA Bank of America NA | $0–$29,999 income $0–$29,999 | ||
| Roth IRA American Growth Fund of America Cl F2 | $30,000–$59,999 income $0–$29,999 | ||
| Roth IRA Bny Mellon Equity Income Fund Cl I | $0–$29,999 income $0–$29,999 | ||
| IRA Bank Of America NA RASP | $30,000–$59,999 income $0–$29,999 | ||
| IRA Aflac 82 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Alcon SA ACT 66 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Alphabet INC 77 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Amazon Com 48 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Apple Inc 108 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Aptiv Plc 75 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Blackrock Inc 8 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Bruker Corp 72 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Costco Wholesale 11 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Danaher Corp 20 shares | $0–$29,999 income $0–$29,999 | ||
| IRA flex Ltd 208 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Home Depot Inc 17 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Honeywell Intl Inc 15 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Intercontinental 74 shares | $0–$29,999 income $0–$29,999 | ||
| IRA JP Morgan Chase 47 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Microsoft Corp 84 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Nextera Energy 82 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Nxp Semiconductors 22 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Nvidia 263 shares | $30,000–$59,999 income $0–$29,999 | ||
| IRA Procter and Gamble 77 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Prologics Inc 43 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Rockwell Automation 24 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Topbuild Corp 8 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Union Pacific 13 shares | $0–$29,999 income $0–$29,999 | ||
| IRA United Health Group 11 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Visa Inc Cl A 59 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Walmart Inc 116 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Waste Management 35 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Zoetis Inc 30 shares | $0–$29,999 income $0–$29,999 | ||
| Inherited IRA Mutual Fund Virtus NFJ Dividend Value | $0–$29,999 income $0–$29,999 | ||
| Roth IRA Mutual Fund Virtus NFJ Dividend Value | $0–$29,999 income $0–$29,999 | ||
| IRA Adobe Inc 11 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Becton Dickinson 24 shares | $0–$29,999 income $0–$29,999 | ||
| IRA ConocoPhillips 30 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Hexcel Corp New Com 74 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Hilton Worldwide 22 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Parker Hannifin Corp 15 shares | $0–$29,999 income $0–$29,999 | ||
| IRA TE Connectivity LTD 39 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Tetra Tech Inc New 90 shares | $0–$29,999 income $0–$29,999 | ||
| Cash IRA Bank of America NA RASP | $100,000–$199,999 income $0–$29,999 | ||
| IRA Accenture PLC 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Broadcom Inc 42 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Icon PLC 19 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Intuit Inc 6 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Johnson and Johnson 28 shares | $0–$29,999 income $0–$29,999 | ||
| IRA McDonalds Corp 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Monolithic Pwr Systems 6 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Palo Alto Networks Inc 56 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Progressive Corp Ohio 26 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Unilever PLC 120 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Mutual Fund PGIM Total Return Bond Fund | $200,000–$499,999 income $0–$29,999 | ||
| Mutual Funds Virtus Ceredex Large Cap Value | $30,000–$59,999 income $0–$29,999 | ||
| IRA Amphenol Corp CL A New 98 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Bentley Sys Inc 52 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Boston Scientific 99 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Eli Lilly & Co 7 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Exxon Mobil Corp 72 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Fair Issac Corp 3 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Ferrari NV 11 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Kenvue Inc 78 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Netflix Com Inc 8 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Ross Stores Inc Com 36 shares | $0–$29,999 income $0–$29,999 | ||
| IRA S&P Global Inc 16 shares | $0–$29,999 income $0–$29,999 | ||
| IRA ServiceNow Inc 7 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Tesla Inc 15 shares | $0–$29,999 income $0–$29,999 | ||
| IRA United Rentals Inc Com 6 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Veralto Corp 85 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Welltower Inc 38 shares | $0–$29,999 income $0–$29,999 | ||
| IRA Abbvie 39 shares | $0–$29,999 | ||
| IRA Aecom 46 shares | $0–$29,999 | ||
| IRA Agnico Eagle Mines 38 shares | $0–$29,999 | ||
| IRA Arista Networks 40 shares | $0–$29,999 | ||
| IRA Cadence Designs 18 shares | $0–$29,999 | ||
| IRA Cencora 14 shares | $0–$29,999 | ||
| IRA Entergy Corp 74 shares | $0–$29,999 | ||
| IRA Fiserv Inc Wisc Pv 30 shares | $0–$29,999 | ||
| IRA GE Healthcare 80shares | $0–$29,999 | ||
| IRA Hologic Inc 44 shares | $0–$29,999 | ||
| IRA Howmet Aerospace 44 shares | $0–$29,999 | ||
| IRA Jefferies Finl Group 70 shares | $0–$29,999 | ||
| IRA Johnson Controls Inter 28 shares | $0–$29,999 | ||
| IRA Martin Marietta Mills 7 shares | $0–$29,999 | ||
| IRA On Hldg Ag Namen-Akt 96 shares | $0–$29,999 | ||
| IRA Prologis Inc 42 shares | $0–$29,999 | ||
| IRA Taiwan s Manufacturing 32 shares | $0–$29,999 | ||
| IRA ServiceNow 7 shares | $0–$29,999 | ||
| IRA Veralto Corp 85 shares | $0–$29,999 | ||
| IRA Wstn Digital Corp Del 79 shares | $0–$29,999 | ||
| IRA Zoetis 30 shares | $0–$29,999 | ||
| IRA Mutual Funds PGIM Short Dur High Yield Income Fd | $100,000–$199,999 | ||
| Cash IRA CD Charles Schwab SSB 01/30/2025 | $30,000–$59,999 | ||
| Fidelity | 401K Vanguard Target Ret 2020 | Filer | $0–$29,999 income $0–$29,999 |
| 401K Principal Fixed Acct | $0–$29,999 income $0–$29,999 | ||
| 401K Vanguard St Bond Idx IS | $0–$29,999 income $0–$29,999 | ||
| 401K Fidelity 500 Index | $0–$29,999 income $0–$29,999 | ||
| 401K Fidelity US bond Idx | $0–$29,999 income $0–$29,999 | ||
| Fidelity | 403b Vanguard Target Ret 2025 | Spouse | $0–$29,999 income $0–$29,999 |
| 403b Vanguard Growth Index Inst | $0–$29,999 income $0–$29,999 | ||
| 403b Principal Fixed Acct | $0–$29,999 income $0–$29,999 | ||
| Vanguard St Bond Index IS | $0–$29,999 income $0–$29,999 | ||
| 403b Fidelity US Bond Idx | $0–$29,999 income $0–$29,999 | ||
| Gesa Credit Union | Money Market | Filer | $0–$29,999 income $0–$29,999 |
| JPMorgan Chase Bank | Checking | Filer | $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Chelan Douglas Land Trust 501(c)3 organization Paid by a government agency: 9 payment(s) listed | Secretary-Treasurer | Filer |
Real estate 2
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Leavenworth | Filer, Spouse | $1,000,000 or more | Gesa Credit Union ($100,000–$199,999) |
| Leavenworth | Spouse | $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 |
|---|---|---|---|
| Gesa Credit Union | Filer | $60,000–$99,999 | monthly |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.