Gerald B. Stephanz Jr.: statement of financial affairs

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

Period: 2024-05-05 – 2025-05-04
Filed: 2025-05-17
Office: Candidate for Hospital Commissioner, Clallam Publ Hosp Dist 02
Original: the statement on the PDC's site

Income 4

Source	For	Whose	Amount
Social Security Administration Baltimore, MD	Social Security	Filer	$30,000–$59,999
South County Investment Properties, LLC Provo, UT	Partnership income from investment properties	Filer	$0–$29,999
South County Investment Properties, LLC Provo, UT	Partnership income from investment properties	Spouse	$0–$29,999
Crescent Vista, LLC Port Angeles, WA	AGENT	Filer, Spouse	$100,000–$199,999

Accounts and investments 7

Held at / in	What	Whose	Value
US Bank	Checking	Filer, Spouse	$60,000–$99,999 income $0–$29,999
	Savings		$30,000–$59,999 income $0–$29,999
Charles Schwab and Co, Inc.	Stocks	Filer, Spouse	$60,000–$99,999
	Stocks		$60,000–$99,999
Roth IRA	Best Buy BBY	Filer	$0–$29,999
	Blackrock BLK		$100,000–$199,999
	Cleveland Cliffs CLF		$0–$29,999
	Salesforce CRM		$0–$29,999
	Cisco CSCO		$30,000–$59,999
	Healthpeak Props DOC		$0–$29,999
	Ford Motor Co F		$0–$29,999
	Fedex FDX		$30,000–$59,999
	Iron Mountain IRM		$0–$29,999
	Illinois Tool Works ITW		$0–$29,999
	Next Era Energy NEE		$0–$29,999
	Nucor NUE		$0–$29,999
	Oracle ORCL		$30,000–$59,999
	Palo Alto Networks PANW		$0–$29,999
	Pfizer PFE		$0–$29,999
	Rio Tinto RIO		$0–$29,999
	Weyerhaeuser WY		$0–$29,999
Rollover IRA	Apple AAPL	Filer	$200,000–$499,999
	Adobe ADBE		$200,000–$499,999
	AGNC Inv Corp AGNC		$30,000–$59,999
	Blackrock BLK		$200,000–$499,999
	Berkshire Hathaway		$100,000–$199,999
	Caterpillar CAT		$100,000–$199,999
	Cisco CSCO		$60,000–$99,999
	Corteva CTVA		$0–$29,999
	Chevron CVX		$60,000–$99,999
	Dupont DD		$0–$29,999
	Disney DIS		$60,000–$99,999
	Digital Realty DLR		$60,000–$99,999
	Dow Chemical DOW		$0–$29,999
	Fastenal FAST		$60,000–$99,999
	Federal Realty Trust FRT		$0–$29,999
	General Electric GE		$30,000–$59,999
	GE Healthcare GEHC		$0–$29,999
	GE Vernova GEV		$0–$29,999
	Gilead GILD		$0–$29,999
	Genuine Parts GPC		$60,000–$99,999
	Home Depot HD		$100,000–$199,999
	Intel INTC		$30,000–$59,999
	Johnson Controls JCI		$30,000–$59,999
	Linde LIN		$60,000–$99,999
	Southwest LUV		$0–$29,999
	Medtronic MDT		$0–$29,999
	3M MMM		$30,000–$59,999
	Annaly Cap NLY		$30,000–$59,999
	Novo Nordisk NVO		$30,000–$59,999
	Oracle ORCL		$30,000–$59,999
	Paccar PCAR		$60,000–$99,999
	Pfizer PFE		$60,000–$99,999
	Packaging C of Am PKG		$0–$29,999
	Prologis PLD		$0–$29,999
	Shell Oil SHEL		$0–$29,999
	Solventum SOLV		$0–$29,999
	Stanley, Black and Decker SWK		$0–$29,999
	Union Pacific UNP		$30,000–$59,999
	Vici Properties VICI		$0–$29,999
	Vodaphone VOD		$0–$29,999
	Verizon VZ		$30,000–$59,999
	Williams Company WMB		$30,000–$59,999
Inherited IRA	AGNC Inv Corp AGNC	Filer	$0–$29,999 income $0–$29,999
	Kinder Morgan KMI		$0–$29,999 income $0–$29,999
	Annaly Cap Mngmt NLY		$0–$29,999 income $0–$29,999
	Shell Oil SHEL		$0–$29,999 income $0–$29,999
Roth IRA	Analog Devices ADI	Spouse	$100,000–$199,999
	AGNC Inv Corp AGNC		$0–$29,999
	Air Lease AL		$0–$29,999
	Applied Digita APLD		$0–$29,999
	First Solar FSLR		$0–$29,999
	Alphabet GOOGL		$0–$29,999
	Intel INTC		$0–$29,999
	Logitech LOGI		$0–$29,999
	Moderna MRNA		$0–$29,999
	Annaly Cap NLY		$0–$29,999
	Realty Income O		$30,000–$59,999
	Photronics PLAB		$0–$29,999
	Regeneron REGN		$0–$29,999
	Tractor Supply TSCO		$100,000–$199,999
Rollover IRA	Apple AAPL	Spouse	$200,000–$499,999
	Accenture ACN		$60,000–$99,999
	Auto Data Processing ADP		$200,000–$499,999
	AGNC Inv Corp AGNC		$30,000–$59,999
	Adv Micro Device AMD		$0–$29,999
	Amgen AMGN		$30,000–$59,999
	American Tower AMT		$60,000–$99,999
	Arista Networks ANET		$60,000–$99,999
	ARM Holdings ARM		$0–$29,999
	Blackrock BLK		$100,000–$199,999
	Bristol, Myers, Squibb BMY		$0–$29,999
	British Petroleum BP		$0–$29,999
	Berkshire Hathaway		$100,000–$199,999
	Chipolte CMG		$0–$29,999
	Crowdstrike CRWD		$60,000–$99,999
	Carlisle CSL		$200,000–$499,999
	Cognizant CTSH		$30,000–$59,999
	Disney DIS		$30,000–$59,999
	Duke Energy DUK		$0–$29,999
	Airbus EADSY		$0–$29,999
	Enbridge ENB		$0–$29,999
	Federal Realty Trust FRT		$30,000–$59,999
	HA Sustainable Infr HASI		$0–$29,999
	International Business Machine IBM		$60,000–$99,999
	Intel INTC		$0–$29,999
	Int'l Photronics IPGP		$0–$29,999
	Kinder Morgan KMI		$0–$29,999
	L3 Harris LHX		$30,000–$59,999
	Marvell MRVL		$0–$29,999
	Next Era Energy NEE		$0–$29,999
	New Fortress Energy NFE		$0–$29,999
	Annaly Cap NLY		$0–$29,999
	Nvidia NVDA		$0–$29,999
	NXP NXPI		$0–$29,999
	Realty Income O		$30,000–$59,999
	Old Dominion ODFL		$60,000–$99,999
	On Semiconductor ON		$0–$29,999
	Pfizer PFE		$30,000–$59,999
	Packaging Corp of Am PKG		$0–$29,999
	Prologiz PLD		$0–$29,999
	Proto Lab PRLB		$0–$29,999
	Paypal PYPL		$0–$29,999
	Qualcomm QCOM		$30,000–$59,999
	Roblox RBLX		$0–$29,999
	Rocket Lab RKLB		$0–$29,999
	Charles Schwab SCHW		$0–$29,999
	Skyworks SWKS		$0–$29,999
	Synaptics SYNA		$0–$29,999
	US Bank USB		$0–$29,999
	Vici Properties VICI		$0–$29,999
	Vertex Pharma VRTX		$0–$29,999
	Viatris VTRS		$0–$29,999
	Block XYZ		$0–$29,999
	Zoom ZM		$0–$29,999

Businesses 3

Business	Role	Whose
Crescent Vista, LLC Private Household	owner	Filer, Spouse
Olympic Peninsula Community Clinic Non-profit/Free medical and dental clinic Paid by a government agency: 8 payment(s) listed	Board Member	Filer
Port Angeles Symphony Orchestra Non-profit, support community orchestra	Vice President	Spouse

Real estate 1

Where	Whose	Assessed value	Mortgages and liens
Port Angeles	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.