California Files

Teresa A Beaudet › Form 700

Teresa A Beaudet: 2025 Annual statement

Annual 2025
Judge, Los Angeles County Superior Court · due 2026-03-02
Filed
2026-02-16 · signed 02/16/2026 07:58 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (21 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 56

NameBusinessValue
Abbvie Inc.Biopharmaceuticals$10,001–$100,000
ACUSHNET HLDGS CORPGolf products$100,001–$1,000,000
American Water Works Co. Inc.Water and waste water utility company$10,001–$100,000
Apple IncComputers and other communications products$100,001–$1,000,000
disposed 2025-04-04
Arcelormittal LuxembourgSteel manufacturing and mining$10,001–$100,000
Artisan Partners Asset Management Inc.Investment management$10,001–$100,000
Aspen Technology Inc. DelSoftware company$10,001–$100,000
disposed 2025-03-12
AT&TTelecommunications$10,001–$100,000
Bancfirst CorpBanking$10,001–$100,000
BlackRock Multi-Asset Income Portfolio Investor A SharesLightweight metals technology, engineering &manufacturing · Stock, fixed income securities and debt obligations$100,001–$1,000,000
Clearwater Analytics Holdings Inc. Class AInvestment accounting software$10,001–$100,000
disposed 2025-08-08
Cleveland-Cliffs Inc.Flat-rolled steel producer$10,001–$100,000
disposed 2025-02-26
Coca Cola CoBeverages$10,001–$100,000
Columbia Seligman Communication and Information Fund ACommunication and Information$100,001–$1,000,000
CORVEL CORPHealthcare administration$100,001–$1,000,000
CVS Healthcorp.Pharmacy$10,001–$100,000
Danone Inc.Food company$2,000–$10,000
disposed 2025-02-26
Donaldson Co IncManufactures and sells filtration systems$10,001–$100,000
EMCOR GROUP INC.Construction and facilities services$100,001–$1,000,000
Factset Resh Systems IncProviders of information to investors re companies$10,001–$100,000
disposed 2025-12-19
First Hawaiian Inc.Banking$10,001–$100,000
FIRST TRUST NASDAQ CYBERSECURITY ETFInvestment in index re cybersecurity companies$2,000–$10,000
Firstenergy CorpEnergy company$10,001–$100,000
FTI CONSULTING, INC.Management consulting$100,001–$1,000,000
Graco Inc.Manufactures fluid handling systems$10,001–$100,000
Henry Jack &Assoc. Inc.Integrated computer systems for banks &others$10,001–$100,000
HOWMET AEROSPACE INCAerospace and defense$10,001–$100,000
HSBC Holdings PLC NEWGB SPON ADRBanking$10,001–$100,000
Intel CorpInfo Technology-semiconductors &equipment$2,000–$10,000
Kadant Inc.Solutions for process industries$10,001–$100,000
Kforce Inc.Staffing and solutions firm$10,001–$100,000
Kinder Morgan Inc.Energy infrastructure - pipelines and terminals$10,001–$100,000
Landstar Systems Inc.Integrated transportation management solutions$10,001–$100,000
LCI IndustriesComponent manufacturing$10,001–$100,000
Manhattan Assoc. Inc.Supply chain solutions$10,001–$100,000
Microsoft CorpInformation Technologies-software &services$10,001–$100,000
disposed 2025-04-07
Moelis &Co Cl AInvestment bank$10,001–$100,000
Nucor Corp.Producer of steel and related products$10,001–$100,000
PENSKE AUTOMOTIVE GROUP INCInternational transportation services$10,001–$100,000
Primerica Inc.Insurance$100,001–$1,000,000
RBC Bearings IncPlainroller and ball bearings$10,001–$100,000
Rightmove PLC ADRProperty search platform$10,001–$100,000
RLI CorpInsurance$10,001–$100,000
SALESFORCE.COM INC.Software company$100,001–$1,000,000
Schrodinger Inc.Software for computational chemistry &drug discovery$10,001–$100,000
Simpson Manufacturing Co. Inc.Manufacturing &marketing building products$100,001–$1,000,000
SPDR Gold Minishares Trust ETFInvestment in trust that holds physical gold · Commodity$100,001–$1,000,000
STARWOOD REAL ESTATE INCOME TRUST, INC.Real estate investment · REIT$100,001–$1,000,000
TE ConnectivityPower, data and communication connections$10,001–$100,000
Toro Co.Professional turf maintenance equipment/services$100,001–$1,000,000
UFP Industries Inc.Construction$10,001–$100,000
Verizon CommunicationsTelecommunications$10,001–$100,000
Warner Bros. Discovery Inc.Mass media and entertainment$2,000–$10,000
WATTS WATER TECHNOLOGIES INCWater solutions$100,001–$1,000,000
Hawkins, Inc.Water treatment and specialty ingredient company$10,001–$100,000
acquired 2025-07-25
Installed Building ProductsInstallation of insulation & energy saving products$10,001–$100,000
acquired 2025-08-08

Schedule A-2 · Businesses & trusts (10% or more) 8

Survivor's and Marital Trusts establised under The Gerald J. Giamportone and Teresa A. Beaudet Trust trust · from the PDF

111 N. Hill Street, Los Angeles, CA 90012

Value — · gross income $10,001–$100,000

Sources of $10,000+: Deborah Carr

Holds: APN 5081-027-006-09-0000 (Los Angeles, California) · over $1,000,000 · Property Ownership/Deed of Trust

The Teresa A. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income over $100,000

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:; AT&T - Telecommunications; nVent Electrical PLC-protection for electrical equipment and systems; Chesapeake Utilities Corporation - Diversified Utility; Duke Energy - Energy company; electrical and natural gas; Franco Nevada Corporation - Precious metals royalty and stream company; Idacorp, Inc. - Electrical producer and supplier; Microsoft Corporation - Information Technologies-software & services - sold 4/7/25; Pentair Ltd - Diversified industrial manufacturer; Pfizer, Inc. - Biopharmaceutical corporation; Southwest Gas Corporation - Distributes Natural Gas in Southwest US; TE Connectivity Ltd. - Power, data and communication connections; Tejon Ranch-Ranching, farming and real estate development- sold 2/14/25; Valero Energy Corporation - Petroleum refinement and marketing; WalMart Stores, Inc. - Retail stores; Xcel Energy, Inc. - Electrical services; Netflix - Entertainment services - sold 4/7/25; Enbridge Inc. - Oil/gas transport; Walt Disney Company, The - Entertainment company; Bank of America - financing (Stock) · $10,001–$100,000 · Stock

The Teresa A. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income over $100,000

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000: (Stock) · $2,000–$10,000 · Stock

The Teresa A. Beaudet Trust trust

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income $10,001–$100,000

Sources of $10,000+: Eissa Karme, Christopher Karme and Salam Rabouz; Hussan Wahbi, Tammy Issa, Namar Wahbi and Mariam Wahbi; Sam Jomah aka Esam Balatiah and Dalia Jomah; Blanca Larin, Gustavo Larin Jr. and Gustavo Larin, Sr.; Mariah A. Martinez; Rosa Isela Hackler

Holds: FAIR MARKET VALUE - $10,001-$100,000:; APN 0419061580000, San Bernardino, CA - donated 12-22-25; APN 0420151190000-San Bernardino, CA - donated 12-22-25; APN 0420151170000-San Bernardino, CA - donated 12-22-25; APN 3366-015-013 Roosevelt, CA; APN 3358-012-053 - Roosevelt, CA; FAIR MARKET VALUE - $100,001-$1,000,000:; APN 3006 002 011, Lancaster, CA; APN 3111-016-026, Palmdale, CA; Gross Income of $1,001-$10,000; APN 3121-032-006, Lancaster, CA; APN 0420-142-27-0-000-Barstow, CA donated 12-26225; FAIR MARKET VALUE - Over $1,000,000:; Four triplexes: 1311, 1303, 1315 & 1323 W. Ave. J-4, Lancaster, CA; Gross Income per triplex $100,000-$1,000,000 (See Attached - Real Property at multiple locations) · over $1,000,000 · Property Ownership/Deed of Trust

The Teresa A. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income over $100,000

Sources of $10,000+: Eissa Karme, Christopher Karme and Salam Rabouz; Hussan Wahbi, Tammy Issa, Namar Wahbi and Mariam Wahbi; Sam Jomah aka Esam Balatiah and Dalia Jomah; Blanca Larin, Gustavo Larin Jr. and Gustavo Larin, Sr.; Mariah A. Martinez; Rosa Isela Hackler

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $100,001-$1,000,000:; Apple Inc. - Computers and other communications products -sold 4/7/25; Bridge Opportunity Zone Fund III LP -Long-term private investment in underserved communities- owns Township 9 in the River District of Sacramento bounded by Richards Blvd, Fifth St, Seventh St. and the American River; The Wylden, Los Angeles CA; The Hayley, Sacramento CA; Agnico-Eagle Mines Limited - Develop mineral properties -value increased in 2025; Wheaton Precious Metals fka Silver Wheaton Corporation - Precious metals streaming company - value increased in 2025 (Stock) · $100,001–$1,000,000 · Stock

The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income $1,001–$10,000

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000:; Euro Ressources SA - Precious metal royalties; UGI Corporation - Energy products and services; Travel + Leisure Co. formerly known as Wyndham Destinations, Inc. - Hospitality services; Wyndham Hotels & Resorts - Hospitality services; Koninklijke Philips NV, Sona Nanotech Inc. - value less than $2,000; Brookfield Renewable Energy Partners LP - Renewable power assets ; DXC Technology Company - Information technology and services/solutions ; Charter Communications Inc. - Cable and other communication; Lion Copper and Gold - mineral exploration company focused on copper (Stock) · $2,000–$10,000 · Stock

The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income $1,001–$10,000

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:; Altius Minerals Corporation - Operates in mining and resources sector; First American Financial - Financial services; Yamana Gold Inc. - Explore mineral properties (mostly gold); Johnson Controls International PLC - Security and life safety products; Lionsgate Studio Corp. Entertainment -Entertainment - formerly part of Lions Gate Entertainment Corp. (Stock) · $10,001–$100,000 · Stock

The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF

Post Office Box 2088, Lancaster, CA 93539-2088

Value — · gross income $1,001–$10,000

Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $100,001 - $1,000,000:; China Gold International Resources Corp. Ltd. - Gold and copper producer- increased in value (Stock) · $100,001–$1,000,000 · Stock

Schedule C · Income and business positions 1

SourceIncome
Mayer Brown LLP
Law Firm · Retired Partner · 71 S. Wacker, Chicago, Illinois 60606
$10,001–$100,000
Other: Retirement payments

The filer's comments

A-2 Previously reported as $10,000-$100,000; on 9/12/25 value exceeded $100,000

Other text on the statement

Typed on the statement but outside the form's boxes, or continuation lists that couldn't be matched to an entry: kept as written.

The Teresa A. Beaudet Trust: Investments; STOCKS OF FAIR MARKET VALUE OF $100,001-$1,000,000:; Apple Inc. - Computers and other communications products -sold 4/7/25; Bridge Opportunity Zone Fund III LP -Long-term private investment in underserved communities- owns Township 9 in the River District of Sacramento bounded by Richards Blvd, Fifth St, Seventh St. and the American River; The Wylden, Los Angeles CA; The Hayley, Sacramento CA; Agnico-Eagle Mines Limited - Develop mineral properties -value increased in 2025; Wheaton Precious Metals fka Silver Wheaton Corporation - Precious metals streaming company - value increased in 2025

Where the portal and the PDF differ

The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.

WherePortalPDF
Businesses & trusts · interest.names ["Investments","STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:","AT&T - Telecommunications","nVent Electrical PLC-protection for electrical equipment and systems","Chesapeake Utilities Corporation - Diversified Utility","Duke Energy - Energy company; electrical and natural gas","Franco Nevada Corporation - Precious metals royalty and stream company","Idacorp, Inc. - Electrical producer and supplier","Microsoft Corporation - Information Technologies-software & services - sold 4/7/25","Pentair Ltd - Diversified industrial manufacturer","Pfizer, Inc. - Biopharmaceutical corporation","Southwest Gas Corporation - Distributes Natural Gas in Southwest US","TE Connectivity Ltd. - Power, data and communication connections","Tejon Ranch-Ranching, farming and real estate development- sold 2/14/25","Valero Energy Corporation - Petroleum refinement and marketing","WalMart Stores, Inc. - Retail stores","Xcel Energy, Inc. - Electrical services","Netflix - Entertainment services - sold 4/7/25","Enbridge Inc. - Oil/gas transport","Walt Disney Company, The - Entertainment company","Bank of America - financing "]["SEE ATTACHED"]
Businesses & trusts · interest.names ["Investments","STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000:"]["Investments","STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:","AT&T - Telecommunications","nVent Electrical PLC-protection for electrical equipment and systems","Chesapeake Utilities Corporation - Diversified Utility","Duke Energy - Energy company; electrical and natural gas","Franco Nevada Corporation - Precious metals royalty and stream company","Idacorp, Inc. - Electrical producer and supplier","Microsoft Corporation - Information Technologies-software & services - sold 4/7/25","Pentair Ltd - Diversified industrial manufacturer","Pfizer, Inc. - Biopharmaceutical corporation","Southwest Gas Corporation - Distributes Natural Gas in Southwest US","TE Connectivity Ltd. - Power, data and communication connections","Tejon Ranch-Ranching, farming and real estate development- sold 2/14/25","Valero Energy Corporation - Petroleum refinement and marketing","WalMart Stores, Inc. - Retail stores","Xcel Energy, Inc. - Electrical services","Netflix - Entertainment services - sold 4/7/25","Enbridge Inc. - Oil/gas transport","Walt Disney Company, The - Entertainment company","Bank of America - financing"]
Businesses & trusts · interest.names ["FAIR MARKET VALUE - $10,001-$100,000:","APN 0419061580000, San Bernardino, CA - donated 12-22-25","APN 0420151190000-San Bernardino, CA - donated 12-22-25","APN 0420151170000-San Bernardino, CA - donated 12-22-25","APN 3366-015-013 Roosevelt, CA","APN 3358-012-053 - Roosevelt, CA","FAIR MARKET VALUE - $100,001-$1,000,000:","APN 3006 002 011, Lancaster, CA","APN 3111-016-026, Palmdale, CA; Gross Income of $1,001-$10,000","APN 3121-032-006, Lancaster, CA","APN 0420-142-27-0-000-Barstow, CA donated 12-26225","FAIR MARKET VALUE - Over $1,000,000:","Four triplexes: 1311, 1303, 1315 & 1323 W. Ave. J-4, Lancaster, CA; Gross Income per triplex $100,000-$1,000,000"]["Investments","STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000:"]
Businesses & trusts · income_sources ["Eissa Karme, Christopher Karme and Salam Rabouz; Hussan Wahbi, Tammy Issa, Namar Wahbi and Mariam Wahbi; Sam Jomah aka Esam Balatiah and Dalia Jomah; Blanca Larin, Gustavo Larin Jr. and Gustavo Larin, Sr.; Mariah A. Martinez; Rosa Isela Hackler"]["SEE ATTACHED"]
Businesses & trusts · interest.names ["Investments","STOCKS OF FAIR MARKET VALUE OF $100,001-$1,000,000:","Apple Inc. - Computers and other communications products -sold 4/7/25","Bridge Opportunity Zone Fund III LP -Long-term private investment in underserved communities- owns Township 9 in the River District of Sacramento bounded by Richards Blvd, Fifth St, Seventh St. and the American River; The Wylden, Los Angeles CA; The Hayley, Sacramento CA","Agnico-Eagle Mines Limited - Develop mineral properties -value increased in 2025","Wheaton Precious Metals fka Silver Wheaton Corporation - Precious metals streaming company - value increased in 2025"]["FAIR MARKET VALUE - $10,001-$100,000:","APN 0419061580000, San Bernardino, CA - donated 12-22-25","APN 0420151190000-San Bernardino, CA - donated 12-22-25","APN 0420151170000-San Bernardino, CA - donated 12-22-25","APN 3366-015-013 Roosevelt, CA","APN 3358-012-053 - Roosevelt, CA","FAIR MARKET VALUE - $100,001-$1,000,000:","APN 3006 002 011, Lancaster, CA","APN 3111-016-026, Palmdale, CA; Gross Income of $1,001-$10,000","APN 3121-032-006, Lancaster, CA","APN 0420-142-27-0-000-Barstow, CA donated 12-26225","FAIR MARKET VALUE - Over $1,000,000:","Four triplexes: 1311, 1303, 1315 & 1323 W. Ave. J-4, Lancaster, CA; Gross Income per triplex $100,000-$1,000,000"]