Dean Lotz › F-1
Dean Lotz: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-31
- Filed
- 2026-02-18
- Office
- Water & Sewer Commissioner, Alderwood Water & Wastewater Dist
- Original
- the statement on the PDC's site
Income 5
| Source | For | Whose | Amount |
|---|---|---|---|
| Woodinville Water District Woodinville, WA | WATER UTILITY STAFF | Filer | $100,000–$199,999 |
| Alderwood Water and Wastewater District Lynnwood, WA | PUBLIC UTILITY COMMISSIONER | Filer | $0–$29,999 |
| North Sound Dermatology Inc Seattle, WA | BILLING SPECIALIST | Spouse | $60,000–$99,999 |
| Estate of Sharon J Solberg Lynnwood, WA | Personal Representative | Spouse | $0–$29,999 |
| Basement rental Lynnwood, WA | Rental | Filer, Spouse | $0–$29,999 |
Accounts and investments 16
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Bank of America | Checking | Filer, Spouse | $100,000–$199,999 income $0–$29,999 |
| Savings | $200,000–$499,999 income $0–$29,999 | ||
| CD | $100,000–$199,999 income $0–$29,999 | ||
| Chase | checking | Filer | $0–$29,999 |
| Trustmark | Long Term Care | Filer | $60,000–$99,999 |
| Trustmark | Long Term Care | Spouse | $60,000–$99,999 |
| Equitable | Life Insurance | Filer | $200,000–$499,999 |
| Equitable | Life Insurance | Spouse | $200,000–$499,999 |
| DRS | PERS | Filer | $200,000–$499,999 |
| Mission Square Retirement | 457 Deferred Compensation WWD | Filer | $100,000–$199,999 |
| 457 Deferred Comp AWWD | $100,000–$199,999 | ||
| 401K AWWD | $0–$29,999 | ||
| Mission Square | 401k | Spouse | $100,000–$199,999 |
| Equitable | Traditional IRA | Spouse | $200,000–$499,999 |
| Equitable | SCS Strategies NQ Joint | Filer, Spouse | $100,000–$199,999 |
| HRAVEBA | HRA VEBA | Filer | $200,000–$499,999 |
| Equitable | Investment Edge Dual Direction NQ Joint | Filer, Spouse | $200,000–$499,999 |
| Merrill Edge | stocks | Spouse | $750,000–$999,999 income $0–$29,999 |
| Charles Schwab | stocks | Spouse | $60,000–$99,999 income $0–$29,999 |
| Glacier Bancorp Inc | stocks | Spouse | $100,000–$199,999 income $0–$29,999 |
Businesses 1
| Business | Role | Whose |
|---|---|---|
| Solberg Estates, LLC Land/rental | owner | Spouse |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Lynnwood, WA | Filer, Spouse | $750,000–$999,999 | Freedom Mortgage ($100,000–$199,999) |
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.