Dan Glowitz › F-1
Dan Glowitz: statement of financial affairs
Data last updated: F-1 statements filed through Oct 13, 2026 (read Oct 14, 2026)
- Period
- 2025-01-01 – 2025-12-11
- Filed
- 2026-04-15
- Office
- School Director, Mercer Island Sd 400
- Original
- the statement on the PDC's site
Income 5
| Source | For | Whose | Amount |
|---|---|---|---|
| Stripe, Inc. Seattle, WA | Data Science Manager | Spouse | $100,000–$199,999 |
| Keystone Strategy Bellevue, WA | Data Science Director | Spouse | $200,000–$499,999 |
| Mercer Island School District Mercer Island, WA | SCHOOL DIRECTOR | Filer | $0–$29,999 |
| National Financial Services Albuquerque, NM | IRA - Designated Beneficiary Account | Filer | $0–$29,999 |
| Washington Workforce Olympia, WA | Unemployment | Spouse | $0–$29,999 |
Accounts and investments 10
| Held at / in | What | Whose | Value |
|---|---|---|---|
| JP Morgan Chase | Checking | Spouse | $30,000–$59,999 income $0–$29,999 |
| Charles Schwab & Co., Inc. | Checking | Spouse | $1,000,000 or more income $0–$29,999 |
| Brokerage | $1,000,000 or more income $0–$29,999 | ||
| Fidelity | Brokerage | Filer | $30,000–$59,999 income $0–$29,999 |
| Retirement | $500,000–$749,999 | ||
| Education | $100,000–$199,999 | ||
| Fidelity Investments | Retirement | Spouse | $500,000–$749,999 |
| Education | $60,000–$99,999 | ||
| Health Savings Account | $60,000–$99,999 | ||
| Morgan Stanley Shareworks | Brokerage | Spouse | $1,000,000 or more income $750,000–$999,999 |
| Fidelity Investments | Securities | Filer, Spouse | $60,000–$99,999 |
| Securities | $100,000–$199,999 | ||
| IRA | $30,000–$59,999 | ||
| IRA | $60,000–$99,999 | ||
| IRA | $60,000–$99,999 | ||
| IRA | $60,000–$99,999 | ||
| IRA | $100,000–$199,999 | ||
| 401K | $30,000–$59,999 | ||
| Education | $30,000–$59,999 | ||
| Education | $0–$29,999 | ||
| IRA | $60,000–$99,999 | ||
| IRA | $60,000–$99,999 | ||
| Shareworks | RSU | Spouse | $1,000,000 or more |
| New York's 529 College Savings Program Direct Plan | Education | Filer | $30,000–$59,999 |
| Charles Schwab & Co., Inc. | Securities | Spouse | $60,000–$99,999 |
| ETFs | Fidelity Government Money Market SPAXX | Filer | $0–$29,999 income $0–$29,999 |
| Fidelity Municipal Money Market FTEXX | $0–$29,999 income $0–$29,999 | ||
| Vanguard IDX Fund VTI | $200,000–$499,999 | ||
| Fidelity Strategic Income Fund FADMX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Balanced FBALX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Growth Discovery Found FDSVX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Int'l Discovery FIGRX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Natural Resources Fund FNARX | $0–$29,999 income $0–$29,999 | ||
| Fidelity New Markets Income FNMIX | $0–$29,999 income $0–$29,999 | ||
| Fidelity Select Chemicals FSCHX | $0–$29,999 income $0–$29,999 | ||
| Ishares US Broker-Dealers IAI | $0–$29,999 income $0–$29,999 | ||
| IShares Core S&P Total US Stock ITOT | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard Mega Cap Growth MGK | $0–$29,999 income $0–$29,999 | ||
| Vanguard World FDS Vanguard Info VGT | $30,000–$59,999 income $0–$29,999 | ||
| Vanguard Mid-Cap Index Fund VO | $0–$29,999 income $0–$29,999 | ||
| Select Sector Spider TR Financial XLF | $0–$29,999 income $0–$29,999 | ||
| Fidelity Government Cash Reserves FDRXX | $0–$29,999 income $0–$29,999 | ||
| Ishares TR MSCI KLD400 SOC DSI | $60,000–$99,999 income $0–$29,999 | ||
| Select Sector Spider Trust Technology XLK | $60,000–$99,999 income $0–$29,999 | ||
| Ishares TR MSCI China ETF MCHI | $60,000–$99,999 income $0–$29,999 | ||
| Dow Jones Indl Average ET DIA | $30,000–$59,999 income $0–$29,999 | ||
| Fid Mid Cap IDX FSMDX | $0–$29,999 income $0–$29,999 | ||
| Fid 500 Index FXAIX | $0–$29,999 income $0–$29,999 | ||
| NH Portfolio 2030 NHX203002 | $30,000–$59,999 | ||
| NH Portfolio 2027 NHX202764 | $30,000–$59,999 | ||
| Accenture ACN | $0–$29,999 income $0–$29,999 | ||
| SPDR S&P500 ETF Trust SPY | $0–$29,999 income $0–$29,999 | ||
| Invesco Actively Managed ETF ADRE | $0–$29,999 income $0–$29,999 | ||
| Vanguard Intl Equity Index VWO | $0–$29,999 income $0–$29,999 | ||
| Eaton Vance Greater India Fund ETGIX | $0–$29,999 income $0–$29,999 | ||
| Ishares China Large Cap ETF FXI | $0–$29,999 income $0–$29,999 | ||
| Aberdeen Intern Sustain Leaders BJBIX | $0–$29,999 income $0–$29,999 | ||
| Ishares TR Global Mater ETF MXI | $0–$29,999 income $0–$29,999 | ||
| SPDR S&P Emerging Asia Pacific GMF | $0–$29,999 income $0–$29,999 | ||
| Emerging Europe Fund EUROX | $0–$29,999 income $0–$29,999 | ||
| Ishares Trust DJ US Technology IYW | $30,000–$59,999 income $0–$29,999 | ||
| Ishares Trust Transportation IYT | $0–$29,999 income $0–$29,999 | ||
| Janus Henderson Contrarian JSVAX | $0–$29,999 income $0–$29,999 | ||
| Invesco India ETF PIN | $0–$29,999 income $0–$29,999 | ||
| Fidelity Select Brokerage and Investment Management FSLBX | $0–$29,999 income $0–$29,999 |
Real estate 1
| Where | Whose | Assessed value | Mortgages and liens |
|---|---|---|---|
| Mercer Island, WA | Filer, Spouse | $1,000,000 or more | JP Morgan Chase ($500,000–$749,999) |
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.