James D. Stephens Jr › F-1
James D. Stephens Jr: 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
- 2026-03-16
- Office
- State Board/Commission Member, Shorelines Hearings Board
- Original
- the statement on the PDC's site
Income 2
| Source | For | Whose | Amount |
|---|---|---|---|
| Ledger Investments LLC LOPEZ ISLAND, WA | COMMERCIAL PROPERTY OWNER | Filer | $100,000–$199,999 |
| Ledger Investments LLC Lopez Island, WA | Management Fee | Spouse | $60,000–$99,999 |
Accounts and investments 4
| Held at / in | What | Whose | Value |
|---|---|---|---|
| Bank Of America | Checking | Filer | $100,000–$199,999 income $0–$29,999 |
| Banner Bank | Checking | Filer | $0–$29,999 income $0–$29,999 |
| Rockefeller Capital Management | equities, bonds, | Filer | $1,000,000 or more |
| Stocks and bonds | Raymond James Managed RJMM | Filer, Spouse | $1,000,000 or more income $30,000–$59,999 |
| FIMM Government MM FRGXX | $100,000–$199,999 income $0–$29,999 | ||
| Cache Cnty School District CUSIP | $0–$29,999 income $0–$29,999 | ||
| Cache Cnty School District CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Cantillo TX School Bond CUSIP | $0–$29,999 income $0–$29,999 | ||
| Citigroup Global Bond NOTIC | $0–$29,999 income $0–$29,999 | ||
| Clark Cnty GO bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Florida State Brd of Edu CUSIP | $0–$29,999 income $0–$29,999 | ||
| Lewisville TX Wtr & Swr CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Metro Wtr Dist Salt Lake CUSIP | $60,000–$99,999 income $0–$29,999 | ||
| Oregon State GO bond CUSIP | $0–$29,999 income $0–$29,999 | ||
| Pierce Cnty WA Sch Dist | $30,000–$59,999 income $0–$29,999 | ||
| Prosper TX School bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Roma TX School Bond CUSIP | $0–$29,999 income $0–$29,999 | ||
| San Antonio Elec and Gas bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Seattle Mun Light and Power CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Spokane Cnty Sch Dist bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| St Paul Sch Dist Bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| UT State Bldg Ownership bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Wash Cnty UT Wtr bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Wash State CTFS bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Whatcom Cnty Schl Bond CUSIP | $0–$29,999 income $0–$29,999 | ||
| Yakima Cnty Sch Bond CUSIP | $30,000–$59,999 income $0–$29,999 | ||
| Apple AAPL | $60,000–$99,999 income $0–$29,999 | ||
| ATT T | $500,000–$749,999 income $30,000–$59,999 | ||
| Belcrest Cap Fund BLTCE | $1,000,000 or more | ||
| Belmar Cap Fund BLMCE | $1,000,000 or more | ||
| Comcast CMCSA | $1,000,000 or more income $100,000–$199,999 | ||
| Expedia EXPE | $0–$29,999 | ||
| Liberty Broad band LBRDK | $200,000–$499,999 | ||
| Liberty Global LBTYA | $60,000–$99,999 | ||
| Liberty Latin Amer LILA | $0–$29,999 | ||
| Liberty Latin Amer Class C LILAK | $0–$29,999 | ||
| Sirius XM LSXMK | $200,000–$499,999 | ||
| Liberty Media Del Com Ser FWONA | $100,000–$199,999 | ||
| Liberty Media Class C FWONK | $200,000–$499,999 | ||
| Microsoft MSFT | $200,000–$499,999 income $0–$29,999 | ||
| Nationwide Annuity CUSIP | $200,000–$499,999 income $0–$29,999 |
Businesses 2
| Business | Role | Whose |
|---|---|---|
| Ledger Investments LLC Commercial Real Estate/ Property Management | owner | Filer, Spouse |
| Ledger Investments LLC Commercial Property | owner | Filer |
Real estate 3
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Lopez Island, WA | Filer | $1,000,000 or more | — |
| Lopez Island, WA | Filer | $500,000–$749,999 | — |
| Lopez Island, WA | Filer | $1,000,000 or more | — |
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.