Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: 634-17-1048 (Palm Desert) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Sherri L Honer › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Dell Technologies Inc. (DELL) | Technology | $100,001–$1,000,000 | |
| Ford (F) | Automotive | $10,001–$100,000 | |
| Exxon Mobil (XOM) | Petroleum/Refining | $100,001–$1,000,000 acquired 2025-05-05 disposed 2025-10-06 | |
| United Parcel Service (UPS) | Delivery | $10,001–$100,000 acquired 2025-08-11 disposed 2025-08-13 | |
| JP Morgan (JEPI) | Finance | $100,001–$1,000,000 | |
| Valero Energy (VLO) | Energy | $100,001–$1,000,000 | |
| Waste Management (WM) | Waste Management | $100,001–$1,000,000 acquired 2025-01-02 | |
| Walt Disney Co. (DIS) | Media and Entertainment | $100,001–$1,000,000 | |
| Alcoa Corp (AA) | Industrial Aluminum | $10,001–$100,000 acquired 2025-08-27 disposed 2025-08-28 | |
| Amazon (AMZN) | Retail | $100,001–$1,000,000 acquired 2025-08-19 disposed 2025-10-09 | |
| Boeing Corp.(BA) | Airline/Aerospace Manufacturer | $100,001–$1,000,000 acquired 2025-11-04 disposed 2025-12-15 | |
| Berkshire Hathaway (BRKB) | Investment | $100,001–$1,000,000 acquired 2025-07-02 disposed 2025-10-20 | |
| Dutch Bros. Inc. (BROS) | Coffee Retailer | $100,001–$1,000,000 acquired 2025-03-07 | |
| Dominion Energy Inc. (D) | Energy | $10,001–$100,000 acquired 2025-01-24 disposed 2025-02-24 | |
| DR Horton Inc. (DHI) | Homebuilder | $10,001–$100,000 acquired 2025-11-03 disposed 2025-11-05 | |
| Edison International CA Holding (EIX) | Energy | $10,001–$100,000 acquired 2025-01-16 disposed 2025-11-25 | |
| Alphabet Inc. (GOOG) | Technology | $10,001–$100,000 acquired 2025-11-26 | |
| Intel Corp (INTC) | Technology | $2,000–$10,000 acquired 2025-03-19 disposed 2025-08-20 | |
| Team Inc. (TISI) | Refining | $2,000–$10,000 acquired 2025-03-20 | |
| Kraft Heinz (KHC) | Food and Beverage | $10,001–$100,000 acquired 2025-01-02 | |
| Mistras (MG) | Technology | $10,001–$100,000 acquired 2025-01-02 disposed 2025-09-12 | |
| Kohls (KSS) | Clothing Retailer | $10,001–$100,000 acquired 2025-01-02 disposed 2025-11-25 | |
| Meta Platforms (META) | Technology | $10,001–$100,000 acquired 2025-10-31 disposed 2025-11-04 | |
| Altria Group Inc. (MO) | Tobacco | $100,001–$1,000,000 acquired 2025-01-02 | |
| Nike Inc. (NKE) | Athletic Footware and Apparel | $10,001–$100,000 acquired 2025-07-08 | |
| Oracle (ORCL) | Technology | $100,001–$1,000,000 acquired 2025-09-17 | |
| PBF Energy (PBF) | Energy | $10,001–$100,000 acquired 2025-06-18 disposed 2025-08-29 | |
| Pfizer Inc. (PFE) | Pharmaceutical | $10,001–$100,000 acquired 2025-08-08 disposed 2025-11-13 | |
| Tesla (TSLA) | Automotive | $100,001–$1,000,000 acquired 2025-05-05 disposed 2025-05-08 | |
| AT&T (T) | Communications | $100,001–$1,000,000 acquired 2025-10-22 | |
| Trade the Desk Inc. (TTD) | Technology | $10,001–$100,000 acquired 2025-10-09 |
Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: 634-17-1048 (Palm Desert) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: 938-233-39 (Anaheim) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: 902-0-250-630 (Ventura) · $100,001–$1,000,000 · Leasehold
Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: ExchangeRight Net Leased Portfolio 69 DST (Delaware Statutory Trust (DST)) · $100,001–$1,000,000 · REIT
Honer Family Living Trust, dated April 8, 1997 trust · from the PDF
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $1,001–$10,000
Holds: ExchangeRight Net-Leased All-Cash 13 DST (Delaware Statutory Trust (DST)) · $100,001–$1,000,000 · REIT
Honer Family Living Trust, dated April 8, 1997 trust
P.O. Box 1994, Santa Ana, CA 92702
Value — · gross income $10,001–$100,000
Sources of $10,000+: Abdifatah Ali and Sam Ali
Holds: 623-174-12 (Aliso Viejo) · over $1,000,000 · Property Ownership/Deed of Trust
| Source | Income | |
|---|---|---|
| Access in Home Care In Home Support Services · Respite Care Provider · 5 Upper Newport Beach Plaza Dr., Newport Beach, CA 92660 | $1,001–$10,000 Salary | |
| IHS Inspection Services · Spouse's Employer · 3445 Kashiva St., Torrance, CA 90505 | over $100,000 Spouse's or registered domestic partner's income | |
| Ricky Miranda and Jingyue Zheng P.O. Box 81, Anaheim, CA 92815 | over $100,000 Sale of: Real property | |
| The Nancy E. Baker Survivor's Trust 789 S. Victoria, Ste 100, Ventura, CA 93003 | over $100,000 Sale of: Manufactured Home |
| Lender | Highest balance | |
|---|---|---|
| Greg and Suzanne Ibers Trust None · 60 days · 5% · Personal Property | over $100,000 |
A-2 The Ventura property was acquired in 2024, but no reportable rent received until 2025
A-2 Aliso Viejo property was acquired pre-2025. Amount of 2024 received rent did not require the listing of the payees' names
Typed on the statement but outside the form's boxes, or continuation lists that couldn't be matched to an entry: kept as written.
Personal Property