California Files

Janene Beronio › Form 700

Janene Beronio: 2024 Annual statement

Annual 2024
Judge, Yolo County Superior Court · due 2025-03-03
Filed
2025-02-18 · signed 02/18/2025 12:32 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%) 56

NameBusinessValue
Abbvie, Inc.Pharmaceutical Company$2,000–$10,000
AGNC Investment Corp.Real Estate Investment Trust$2,000–$10,000
acquired 2024-07-23
Altria Group, Inc.Tobacco Company$2,000–$10,000
Antero Midstream CorporationNatural Gas and NGL Production$10,001–$100,000
disposed 2024-01-08
Atlantica Sustainable InfrastructureRenewable Energy Transmission & Transportation$10,001–$100,000
disposed 2024-12-13
Bank America Corp.Financial$2,000–$10,000
Blackstone Mortgage Trust, Inc.Real Estate Investment Trust$10,001–$100,000
Blackstone Secured Lending FundBusiness Development Company$10,001–$100,000
Broadcom, Inc.Semiconductor & Infrastructure Software Products$10,001–$100,000
acquired 2024-03-18
Brookfield Renewable Corp.Renewable Power and Decarbonization Solutions$10,001–$100,000
Citigroup Capital XIIIFinancial$10,001–$100,000
Clearway Energy, Inc.Development & Operation of Clean Energy$10,001–$100,000
CVS Health CorporationHealth Solutions Company$2,000–$10,000
Dow, Inc.Commodity Chemical Company$10,001–$100,000
Duke Energy Corp.Energy$2,000–$10,000
disposed 2024-09-16
EPR PropertiesReal Estate Investment Trust$10,001–$100,000
acquired 2024-04-04
Fifth Third BancorpAmerican Bank Holding Company$10,001–$100,000
Host Hotels & Resorts, Inc.Lodging Real Estate Investment Trust$10,001–$100,000
acquired 2024-10-02
Kinder Morgan, Inc.Natural Gas Pipelines$10,001–$100,000
Kinetik Holdings, Inc.Provide Services to Natural Gas Producers$10,001–$100,000
acquired 2024-01-08
Lincoln National Corp.Insurance and Investment Management$10,001–$100,000
LTC PropertiesReal Estate Investment Trust - Senior Housing$10,001–$100,000
Lundin Mining Corp.Metals Mining Company$10,001–$100,000
MDC Holdings, Inc.Operative Builders Company$10,001–$100,000
disposed 2024-03-22
Main Street Capital Corp.Principal Investment Firm$2,000–$10,000
MMC Norilsk Nickel - for FMV see explanation belowExploration, Extraction & Refining of Ore & Minerals$2,000–$10,000
Nextera Energy PartnersRenewable Energy$2,000–$10,000
acquired 2024-01-08
NuStar LogisticsOperates Pipelines & Storage Facilities$2,000–$10,000
disposed 2024-06-03
Omega Healthcare InvestorsFinancing for Skilled Nursing & Assisted Living$10,001–$100,000
Oneok, Inc.Natural Gas$10,001–$100,000
Outfront Media, Inc.Media$10,001–$100,000
Pfizer, Inc.Biopharmaceutical Company$2,000–$10,000
Phillip Morris, Intl., Inc.Cigarette & Tobacco Manufacturing$10,001–$100,000
PJSC Lukoil Spon AdrOil & Gas - for FMV see explanation below$2,000–$10,000
Reinsurance Group America, Inc.Insurance$10,001–$100,000
acquired 2024-09-30
RITHM Capital Corp.Real Estate Investment$10,001–$100,000
Sabra Health Care REIT, Inc.Real Estate Investment Trust$10,001–$100,000
Schwab Charles Corp.Multinational Financial Services Company$10,001–$100,000
acquired 2024-08-22
Seagate TechnologyElectronic Data Storage$10,001–$100,000
Simon Property GroupReal Estate Investment Trust$10,001–$100,000
Starwood Property TrustReal Estate Investment$10,001–$100,000
Travel Leisure Co.Leisure Travel Company$10,001–$100,000
United Rentals, Inc.Equipment Rental Company$10,001–$100,000
Vornado Realty TrustReal Estate Investment Trust$10,001–$100,000
Wells Fargo & Co.Banking, Mortgage, Investing & Credit Cards$10,001–$100,000
Whirlpool Corp.Manufactures and Markets Home Appliances$10,001–$100,000
Ares Capital Corp.Finance Company · Closed-End Fund (BDC)$10,001–$100,000
Sixth Street Specialty LendingDirect Credit Investment · Closed-End Fund (BDC)$10,001–$100,000
Century Communities, Inc.Home Builders · Corporate Bonds$10,001–$100,000
Energy Transfer PartnersNatural Gas & Propane Pipeline Transport · Corporate Bonds$10,001–$100,000
Range Resources Corp.Oil & Natural Gas Company · Corporate Bonds$10,001–$100,000
disposed 2024-09-24
Transdigm, Inc.Designs and Produces Aircraft Components · Corporate Bonds$2,000–$10,000
JP Morgan Chase Finl Co. Contin Int.Financial · Corporate Bonds$10,001–$100,000
disposed 2024-05-22
The Walt Disney CompanyEntertainment$10,001–$100,000
Johnson & JohnsonPharmaceutical$10,001–$100,000
Equitrans Midstream Corp.Natural Gas Production$10,001–$100,000
acquired 2024-01-08
disposed 2024-04-04

Schedule B · Real property 1

PropertyValueRental income
APN0423161520000, Barstow, California
Ownership/Deed of Trust
$10,001–$100,000—

The filer's comments

A-1 As of 12/31/2024 MMC Norilsk Nickel shows Fair Market Value as N/A

A-1 As of 12/31/2024 PJSC Lukoil Spon Adr shows Fair Market Value as ----