Denice Bergerson: 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: 2026-03-27
Office: City Council Member, City of Buckley
Original: the statement on the PDC's site

Income 4

Source	For	Whose	Amount
CITY OF BUCKLEY BUCKLEY, WA	CITY COUNCIL MEMBER	Filer	$0–$29,999
UNITED STATES TREASURY WILKES-BARRE, PA	SOCIAL SECURITY	Filer	$0–$29,999
UNITED STATES TREASURY WILKES-BARRE, PA	SOCIAL SECURITY	Spouse	$0–$29,999
BNY MELLON DISBURSEMENT AGENT RTX PENSION SERVICE CNTR NORFOLK, VA	PENSION	Spouse	$0–$29,999

Accounts and investments 10

Held at / in	What	Whose	Value
White River Credit Union	Savings	Filer, Spouse	$100,000–$199,999 income $0–$29,999
	Checking		$0–$29,999 income $0–$29,999
Harborstone Credit Union	checking	Filer	$0–$29,999 income $0–$29,999
	Savings		$0–$29,999 income $0–$29,999
	Certificates		$60,000–$99,999 income $0–$29,999
	IRA		$100,000–$199,999 income $0–$29,999
Harborstone	IRA	Spouse	$100,000–$199,999 income $0–$29,999
RBC Wealth Management	Stocks	Filer	$100,000–$199,999 income $0–$29,999
RBC Wealth Management	Stocks	Spouse	$100,000–$199,999 income $0–$29,999
Cuna Mutual Group	Stocks	Filer	$200,000–$499,999 income $0–$29,999
Mission Square Retirement	Stocks	Spouse	$30,000–$59,999 income $0–$29,999
IRA Account	Cuna Mutual	Filer	$200,000–$499,999 income $0–$29,999
retirement	Clearbridge Value FUND LMNVX	Spouse	$0–$29,999 income $0–$29,999
	ABRDN FDS ABRDN EMERGING MARKETS AGEM		$0–$29,999 income $0–$29,999
	TEMPLETON DEVELOPING MARKETS TEDMX		$0–$29,999 income $0–$29,999
	BLACKROCK EFT TRUST ISHARES INTERNATIONAL DIVIDEND BIDD		$0–$29,999 income $0–$29,999
	EUPAC FD CL A AEPGX		$0–$29,999 income $0–$29,999
	HARBOR INTERNATIONAL FUND INSTITUTIONAL HARBO		$0–$29,999 income $0–$29,999
	HARTFORD MUT FDS INC INTL GWTH CL 1 HNCJX		$0–$29,999 income $0–$29,999
	NUVEEN INVT TR INTERNATIONAL VALUE FUND CL 1 NGRRX		$0–$29,999 income $0–$29,999
	TEMPLETON FOREIGN FD CL A TEMFX		$0–$29,999 income $0–$29,999
	TOUCHSTONE STRATEGIC TR NON US EQI FD CLY TIQIX		$0–$29,999 income $0–$29,999
	ALLSPRING LARGE CAP GRWTH FD CLASS INSTL STNFX		$0–$29,999 income $0–$29,999
	BLACKROCK LARGE CAP SER FDS INC ADV LARGE CAP VALU MDLVX		$0–$29,999 income $0–$29,999
	HANCOCK JOHN CAPITAL SER CLASSIC VALUE FD CL 1 JCVIX		$0–$29,999 income $0–$29,999
	INVESCO AMERICAN FRANCHISE FUND CLASS A VAFAX		$30,000–$59,999 income $0–$29,999
	INVESCO CHARTER FUND CL A CHTRX		$30,000–$59,999 income $0–$29,999
	PRINCIPAL INVS FD INC CAPITAL APPRECIATION FD CL A CMNWX		$0–$29,999 income $0–$29,999
	HOTCHKIS & WILEY FDS MID CAP VALUE FD CL 1 HWMIX		$0–$29,999 income $0–$29,999
	ALLSPRING EMERGING GROWTH FD CLASS INSTL WEMIX		$0–$29,999 income $0–$29,999
	DIAMOND HILL FDS SMALL CAP FD CL INVESTOR CLASS DHSCX		$0–$29,999 income $0–$29,999
	KINETICS SMALL CAP FD INSTL CL KSCYX		$0–$29,999 income $0–$29,999
	NEUBERGER BERMAN SMALL CAP GROWTH FUND INVESTOR CL NBMIX		$0–$29,999 income $0–$29,999
	NEW AGE ALPHA FDS TR NAA SMID CAP VALUE FD CL A SEVAX		$0–$29,999 income $0–$29,999
	VICTORY PORTFOLIOS GLOBAL ENERGY TRNSTN FD CL A RSNRX		$0–$29,999 income $0–$29,999
	CLEARBRIDGE APPRECIAION FUND CLASS A SHAPX		$0–$29,999 income $0–$29,999
	CLEARBRIDGE LARGE CAP GROWTH FUND CLASS A SBLGX		$0–$29,999 income $0–$29,999
	CLEARBRIDGE VALUE FUND CLASS A LGVAX		$0–$29,999 income $0–$29,999
	MICROSOFT CORP MSFT		$0–$29,999 income $0–$29,999
	STARBUCKS CORP SBUX		$30,000–$59,999 income $0–$29,999
Matthew S Bergerson	Real Estate Home Loan	Filer, Spouse	$100,000–$199,999 income $0–$29,999

Businesses 1

Business	Role	Whose
Shay Estates Homeowners Association Homeowners Association	Secretary/Treasurer	Filer

Real estate 1

Where	Whose	Assessed value	Mortgages and liens
Buckley, WA	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.