Brett R Willis › F-1

Brett R Willis: statement of financial affairs

Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)

Period: 2024-01-01 – 2024-09-11
Filed: 2025-04-25
Office: Regent/Trustee, Pierce College
Original: the statement on the PDC's site

Findings

Context Late or missing

Filed the 2024 statement 10 days after the April 15 deadline

The statement for 2024 was first submitted on April 25, 2025; it was due before April 15, 2025.

What to check

Whether the PDC granted an extension or modification for this statement.
Whether the official's term began or ended in 2024 (the statement then covers the part of the year served, and is still due by April 15).

Rule: Annual statement filed after April 15

“After January 1st and before April 15th of each year, every elected official and every executive state officer who served for any portion of the preceding year shall electronically file with the commission a statement of financial affairs for the preceding calendar year or for that portion of the year served.”RCW 29B.55.010(1) ✓ quoted from the saved copy · how this rule works

Income 4

Source	For	Whose	Amount
Heritage Bank of Washington Tacoma, WA	BANK EXECUTIVE	Filer, Spouse	$200,000–$499,999
Principal Des Moines, IO	First Interstate Retirement	Filer	$0–$29,999
Washington State Department of Retirement Tumwater, WA	Retirement income from Puyallup School District	Spouse	$0–$29,999
Social Security Baltimore, MD	Social Security	Spouse	$0–$29,999

Accounts and investments 4

Held at / in	What	Whose	Value
Umpqua Bank	Money Market	Filer, Spouse	$100,000–$199,999 income $0–$29,999
	Checking		$0–$29,999 income $0–$29,999
Fisher Investment	Stocks, bonds, securities	Filer, Spouse	$1,000,000 or more
eTrade	stocks	Filer	$60,000–$99,999 income $0–$29,999
E Trade Securities	Savings	Filer	$30,000–$59,999 income $0–$29,999

Real estate 3

Where	Whose	Assessed value	Mortgages and liens
WA	Filer, Spouse	$500,000–$749,999	Chase ($30,000–$59,999)
WA	Spouse	$500,000–$749,999	—
WA	Spouse	$500,000–$749,999	—

Street addresses are on the PDC's copy; we show the city only.

Other debts 1

Owed to	Whose	Owed now	Terms
Heritage Bank	Filer, Spouse	$0–$29,999	72 months

Values are the F-1's brackets (exact for gifts). Includes a spouse's or domestic partner's interests.