California Files

Sherri L Honer › Form 700

Sherri L Honer: 2025 Annual statement

Annual 2025
Judge, Orange County Superior Court · due 2026-03-02
Filed
2026-02-23 · signed 02/23/2026 01:40 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (12 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 31

NameBusinessValue
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

Schedule A-2 · Businesses & trusts (10% or more) 6

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

Schedule C · Income and business positions 4

SourceIncome
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

Schedule C · Loans received 1

LenderHighest balance
Greg and Suzanne Ibers Trust
None · 60 days · 5% · Personal Property
over $100,000

The filer's comments

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

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.

Personal Property