Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Colusa County, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Mark S Borrell › Form 700
Mark S Borrell: 2024 Annual statement
- Annual 2024
- Judge, Ventura County Superior Court · due 2025-03-03
- Filed
- 2025-02-27 · signed 02/27/2025 10:20 AM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (46 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 14
| Name | Business | Value | |
|---|---|---|---|
| APPLE INC | Technology | $2,000–$10,000 acquired 2024-03-19 | |
| CHEVRON CORP | Energy | $100,001–$1,000,000 | |
| DUTCH BROS INC (A) | Restaurant | $10,001–$100,000 acquired 2024-05-15 disposed 2024-11-07 | |
| BROADCOM INC | Technology | $10,001–$100,000 acquired 2024-07-18 | |
| COTERRA ENERGY INC | Energy | $10,001–$100,000 | |
| FORD MOTOR CO | Industrial | $10,001–$100,000 | |
| JPMORGAN CHASE & CO | Financial | $100,001–$1,000,000 | |
| MORGAN STANLEY | Financial | $10,001–$100,000 disposed 2024-11-04 | |
| PALO ALTO NETWORKS | Technology | $10,001–$100,000 acquired 2024-02-21 | |
| MICROSOFT | Technology | $100,001–$1,000,000 | |
| NVIDIA CORPORATION | Technology | $100,001–$1,000,000 | |
| PFIZER INC | Pharaceuticals | $10,001–$100,000 | |
| PROCTER & GAMBLE | Consumer Goods | $10,001–$100,000 | |
| VERTIV HOLDINGS | Industrial Electric | $10,001–$100,000 acquired 2024-04-11 |
Schedule A-2 · Businesses & trusts (10% or more) 80
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Lompoc, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: ALPHABET INC CL A (Technology) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: APPLE INC (Technology) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BLACKROCK INC (Financial) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BROADCOM INC (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CATERPILLAR INC (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CHEVRON CORP (Energy) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: COTERRA ENERGY INC (Energy) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CROWDSTRIKE HOLDINGS INC (A) (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CVS HEALTH CORP COM (Health) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: DTE ENERGY CO. (Energy) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: ELI LILLY & CO (Pharmaceuticals) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: EMCOR GROUP (Engineering/Construction) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: FORD MOTOR CO (Manufacturing) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: HONEYWELL INTL. (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: GE HEALTHCARE (Medical) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
CA 93005
Value — · gross income $0–$499
Holds: GE VERNOVA INC (Energy) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: JPMORGAN CHASE & CO (Financial) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: LINDE PLC (Industrial/Engineering) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: MORGAN STANLEY (Financial) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: NVIDIA CORPORATION (Technology) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: ORACLE CORP (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PALO ALTO NETWORKS (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PEPSICO INC (Consumer Goods) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PFIZER INC (Pharmaceuticals) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PROCTER & GAMBLE (Consumer Goods) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: VERTIV HOLDINGS (Engineering/Construction) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: VIATRIS INC (Pharmaceuticals) · $2,000–$10,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: WALT DISNEY CO HLDG CO (Entertainment) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CONSOLIDATED EDISON (Energy) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: HONEYWELL INTL. (Manufacturing) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: INTEL (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: JOHNSON & JOHNSON (Medical & Consumer Goods) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: MICROSOFT (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: NVIDIA CORPORATION (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: WASTE MANAGEMENT (Waste/Environmental) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BERKSHIRE HATHAWAY (B) (Conglomerate) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BLOCK INC (A) (Financial) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BROADCOM INC (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PFIZER INC (Pharmaceuticals) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: SYNCHRONY FINANCIAL (Finance) · $100,001–$1,000,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: ABBVIE INC (Pharmaceutical) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: APPLE INC (Technology) · $100,001–$1,000,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: BHP GROUP PLC (Materials) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CHEVRON CORP (Energy) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CONSOLIDATED EDISON (Energy) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: CVS HEALTH CORP COM (Retail) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: INTL BUSINESS MACHINES CORP (Technology) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: JPMORGAN CHASE & CO (Finance) · $100,001–$1,000,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PEPSICO INC (Food/Beverage) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: PFIZER INC (Pharmaceuticals) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: QUALCOMM INC. (Technology) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: SYSCO CORP (Distribution) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Value — · gross income $0–$499
Holds: UBER TECHNOLOGIES INC (Technology) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: DUPONT DE NEMOURS INC. (Industrial) · $2,000–$10,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Yuba City, CA) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Yuba City, CA) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Lompoc, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Value — · gross income $0–$499
Holds: (Yuba City, CA) · over $1,000,000 · Property Ownership/Deed of Trust
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: APPLE INC (Technology) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: BLACKROCK INC (Financial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: BROADCOM INC (Technology) · $10,001–$100,000 · Stock
C.C. Borrell (spouse's separate property) stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: COCA-COLA CO (Consumer Goods) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: COTERRA ENERGY INC (Energy) · $2,000–$10,000 · Stock
C.C. Borrell (spouse's separate property) stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: DEERE & CO (Industrial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: ELI LILLY & CO (Pharmaceuticals) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: HUBBELL INC (Industrial Electrical) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: McDONALDS CORP (Restaurant) · $10,001–$100,000 · Stock
C.C. Borrell (spouse's separate property) stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: MICROSOFT (Technology) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: MORGAN STANLEY (Financial) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: NVIDIA CORPORATION (Technology) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: ORACLE CORP (Technology) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: OSHKOSH CORP (Industrial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: PALO ALTO NETWORKS (Technology) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · 05 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: PFIZER INC (Pharmaceutical) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: PROCTER & GAMBLE (Consumer Goods) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: RELIANCE INC (Industrial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $2,000–$10,000 · gross income $0–$499
Holds: VERTIV HOLDINGS (Industrial Electrical) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · None
Value $10,001–$100,000 · gross income $0–$499
Holds: HEALTH CARE SELECT SECTOR SPDR (XLV) (Health Care) · $10,001–$100,000 · Stock
Schedule C · Income and business positions 4
| Source | Income | |
|---|---|---|
| Leilani Dockery 11155 Citrus Dr. #39, Ventura, CA | $10,001–$100,000 Sale of: Car | |
| Lexis of Thousand Oaks Auto Dealer · None - sale of spouse's separate property · 3755 Auto Mall Dr., Thousand Oaks, CA | $10,001–$100,000 Sale of: Car (trade-in allowance) | |
| Alexi Connell 27917 Berwick Dr., Carmel CA | $10,001–$100,000 Sale of: Trailer | |
| AgroFresh Agriculture Materials/Services · Regional Marketing Manager · 510-513 Walnut St., Ste 1350, Philadelphia, PA 19106 | $1,001–$10,000 Spouse's or registered domestic partner's income |