Anne Costin › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Alps/Smithy Total Ret Bd 1 | Unknown (Mutual Fund Portfolio Investment) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Amazon Com Inc. | Online sales | $2,000–$10,000 | |
| Apple Inc. | Software | $2,000–$10,000 | |
| Berkshire Hathaway CL-B New | Holding Company | $2,000–$10,000 | |
| Blackstone Inc. | Investment Management | $10,001–$100,000 | |
| Calamos Growth &Income 1 | Unknown (Mutual Fund Portfolio Investment) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Cambiar SMID Investor | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Catalyst Millburn HGD Strat 1 | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Church &Dwight Co Inc. | Consumer goods | $100,001–$1,000,000 | |
| First Trust Capital Strgth ETF | Unknown (Exhange Traded Fund Portfolio) · ETF | $10,001–$100,000 | |
| FT NASDAQ Cybersecur ETC | Unknown (Exhange Traded Fund Portfolio) · ETF | $10,001–$100,000 | |
| FT-Preferred Secu &Inc. ETC | Unknown (Exhange Traded Fund Portfolio) · ETF | $10,001–$100,000 | |
| Goldman Sachs GQF Intl Opp | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Invesco Developing Mkts Y | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 disposed 2024-05-02 | |
| Loomis Sayles Invst Grade Bd Y | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $2,000–$10,000 | |
| Lord Abbett Bond Deb 1 | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| MFS Intl Diversification 1 | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 | |
| Nextera Energy Inc. | Renewable Energy | $2,000–$10,000 | |
| Oakmark International Inst. | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $2,000–$10,000 disposed 2024-05-02 | |
| Pacific Gas &Electric Company | Electricity · Contingency attorneys fees/costs | over $1,000,000 | |
| Performance Trust Strat Bd 1 | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Porfolio Invest | $10,001–$100,000 | |
| Proshares Large CAP Core Plus | Unknown (Exchange Traded Fund Portfolio) · ETF | $10,001–$100,000 | |
| Proshares RSL 2000 DVD ETF | Unknown (Exchange Traded Fund Portfolio) · ETF | $2,000–$10,000 disposed 2024-05-02 | |
| The Financial SEL SECT SPDR FD | Unknown (Exchange Traded Fund Portfolio) · ETF | $2,000–$10,000 disposed 2024-05-02 | |
| Visa Inc. CL A | Credit | $2,000–$10,000 | |
| Walt Disney Co HLDG CO | Entertainment | $2,000–$10,000 | |
| Western Asset Macro Opport 1 | Unknown (Mutual Fund Investment Portfolio) · Mutual Fund Portfolio Invest | $10,001–$100,000 disposed 2024-05-02 | |
| XTrackers Russell US Multifa | Unknown (Exchange Traded Fund Portfolio) · ETF | $10,001–$100,000 | |
| BNY Mellon GLB | Stock fund | $10,001–$100,000 acquired 2024-05-02 | |
| Lazard GLB | Stock fund | $10,001–$100,000 acquired 2024-05-02 | |
| BNY MELLON GLB FIXED INC | Stock fund | $10,001–$100,000 acquired 2024-05-02 | |
| PACER US SML CAP CASH COWS ETF | Stock fund | $2,000–$10,000 acquired 2024-05-02 | |
| LAZARD GLB LSTD | Stock fund | $10,001–$100,000 acquired 2024-05-02 |
Costin Law Inc. S Corporation
Law Firm · 100% Owner of S Corp
Value $100,001–$1,000,000 · gross income over $100,000
Sources of $10,000+: Heinrich Law Firm (referral fee)
Holds: (Lease of single business office (shared w/ DePaul Law)) · $100,001–$1,000,000 · Leasehold
S Corp
Law Firm (Spouse) · None (Spouse of firm owner)
Value $100,001–$1,000,000 · gross income $10,001–$100,000
Sources of $10,000+: Source of income redacted and provided under separate cover to FPPD (litigation settlements paid to plaintiffs pursuant to confidentiality agreements)
Holds: (Lease of single business office (shared w/ Costin Law)) · $100,001–$1,000,000 · Leasehold
| Source | Income | |
|---|---|---|
| Invesco Developing Mkts Y Portfolio Investment Sale · Investor · Morgan Stanley Portfolio (address unknown) | $10,001–$100,000 Sale of: Portfolio investment | |
| Oakmark International Inst. Portfolio Investment Sale · Investor · Morgan Stanley Portfolio (address unknown) | $1,001–$10,000 Sale of: Portfolio investment | |
| The Financial SEL SECT SPDR FD Portfolio sale · Investor · Morgan Stanley Portfolio (address unknown) | $1,001–$10,000 Sale of: Portfolio investment sale | |
| Western Asset Macro Opport 1 Portfolio sale · Investor · Morgan Stanley Portfolio (address unknown) | $1,001–$10,000 Sale of: Portfolio investment sale | |
| Proshares RSL 2000 DVD ETF Portfolio sale · Investor · Morgan Stanley Portfolio (address unknown) | $1,001–$10,000 Sale of: Portfolio investment sale | |
| Costin Law Inc. Law Firm · Owner · 2180 Bryant Street, Ste. 206, San Francisco 94110 | $1,001–$10,000 Salary | |
| SUPERIOR COURT OF CALIFORNIA EMPLOYMENT · JUDGE · 1 DR CARLTON B GOODLET PL, RM 488, SAN FRANCISCO, CA 94102 | $10,001–$100,000 Salary | |
| JUDICIAL COUNCIL OF CALIFORNIA EMPLOYMENT · JUDGE · 455 GOLDEN GATE AVENUE, SAN FRANCISCO, CA 94102 | over $100,000 Salary |
| From | Gifts | Total | |
|---|---|---|---|
| Bar Association of San Francisco · from the PDF 50 Fremont Street, San Francisco | 2024-09-19 · Dinner ticket · $150 | $150 | |
| San Francisco Trial Lawyers Association · from the PDF 605 Market Street, San Francisco | 2024-10-23 · Dinner ticket x 2 · $500 | $500 |
A-1 Costin Law has interest in Judgments obtained against PG&E (Todd Hearn v. PG&E, case on appeal)
A-2 Costin Law has interest in Judgments obtained against Pacific Gas &Electric Company (Hearn v. PG&E, on appeal)