Susan Balthaser › F-1
Susan Balthaser: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2024-04-02 – 2025-04-01
- Filed
- 2025-04-16
- Office
- School Director, Tahoma Sd 409
- Original
- the statement on the PDC's site
Income 3
| Source | For | Whose | Amount |
|---|---|---|---|
| Microsoft Redmond, WA | PROGRAM MANAGER | Filer | $60,000–$99,999 |
| Optum Care Inc. Minneapolis, MN | DIRECTOR | Spouse | $200,000–$499,999 |
| Tesla, Inc. Draper, UT | ASSOCIATE MANAGER | Filer | $200,000–$499,999 |
Accounts and investments 6
| Held at / in | What | Whose | Value |
|---|---|---|---|
| PNC | Checking | Filer, Spouse | $0–$29,999 |
| Savings | $30,000–$59,999 income $0–$29,999 | ||
| Fidelity | Retirement | Filer, Spouse | $100,000–$199,999 |
| HSA | $0–$29,999 | ||
| Retirement | $200,000–$499,999 | ||
| Vanguard | Retirement | Filer, Spouse | $200,000–$499,999 |
| Securities | $0–$29,999 | ||
| Personal | Tesla TSLA | Filer, Spouse | $200,000–$499,999 income $100,000–$199,999 |
| Microsoft MSFT | $0–$29,999 | ||
| Eli Lilly And Co LLY | $0–$29,999 | ||
| my529 | 529 | Dependent, Filer, Spouse | $0–$29,999 |
| 529 | $0–$29,999 | ||
| HealthEquity | HSA | Filer | $0–$29,999 income $0–$29,999 |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| WA | Filer, Spouse | $500,000–$749,999 | BECU ($200,000–$499,999) |
Street addresses are on the PDC's copy; we show the city only.
Other debts 3
| Owed to | Whose | Owed now | Terms |
|---|---|---|---|
| American Honda Finance Corporation | Filer | $0–$29,999 | 5 yrs |
| Lightstream | Filer, Spouse | $30,000–$59,999 | 12 yrs |
| USAA | Spouse | $30,000–$59,999 | 5 years |
Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.