California Files

Jayne Lee › Form 700

Jayne Lee: 2024 Annual statement

Annual 2024
Judge, San Joaquin County Superior Court · due 2025-03-03
Filed
2025-02-16 · signed 02/16/2025 08:55 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (12 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 54

NameBusinessValue
Anchorvest Short Duration Fund ISA · from the PDF
partnership income over $500
Real Estate · Partnershipover $1,000,000
disposed 2024-07-30
Baxter Interntnl (BAX)Healthcare$2,000–$10,000
Blackrock Inc. (BLK)Investment$10,001–$100,000
Canadian Pacific RailwayTransportation$10,001–$100,000
Cheniere Energy Inc (LNG)Energy$100,001–$1,000,000
Coherent (COHR)Biotechnology$100,001–$1,000,000
Constellation Brand (STZ)Spirits$10,001–$100,000
Corning IncMaterial Sciences$10,001–$100,000
disposed 2024-06-05
Corteva Inc. (CTVA)Farm Supply$2,000–$10,000
CVS Health Corp (CVS)Healthcare$10,001–$100,000
Diageo PLC (DEO)Beverages$2,000–$10,000
Dow Dupont Inc. (DWDP)Chemical$10,001–$100,000
Draftkings INC (DKNG)Entertainment$2,000–$10,000
disposed 2024-09-24
Electronic Arts Inc (EA)Entertainment$2,000–$10,000
disposed 2024-09-21
F M C Corp (FMC)Foam Molding$2,000–$10,000
Fortis Inc (FTS)Utility$10,001–$100,000
Grayscale Bitcoin TR (GBTC)Finance$2,000–$10,000
disposed 2024-04-25
Harmonic Inc (HLIT)Pharmaceutical$2,000–$10,000
International Flavors &Fragrance (IFF)Perfume$2,000–$10,000
INVESCO Variable Rate (VRP)Electronically Traded Funds$2,000–$10,000
ISHARES CHINA LARGE CAP (FXI)Exchange Traded Funds China$10,001–$100,000
Ishares Nasdaq (IBB)Biotechnology$2,000–$10,000
disposed 2024-04-25
ISHARES Russell 2000Index Fund$2,000–$10,000
Ishares Tips Bond ETFExchange Traded Fund$2,000–$10,000
Ishares US Real Estate (IYR)Real Estate$2,000–$10,000
Johnson &Johnson (JNJ)Pharmaceuticals$10,001–$100,000
Ligand Pharma (LGND)Biotechnology$10,001–$100,000
Livent Corp (LTHM)Technology · Corporate Bonds$2,000–$10,000
Mondelez Intl (MDLZ)Beverages$10,001–$100,000
Netflix, INCEntertainment$2,000–$10,000
disposed 2024-03-26
Nvent Electric PLC (NVT)Utility$2,000–$10,000
Oracle Corp. (ORCL)Technology$10,001–$100,000
Paypal Holding Incorp. (PYPL)Technology$10,001–$100,000
Pepsico Inc (PEP)Beverages$10,001–$100,000
disposed 2024-04-25
Philip Morris Intl (PM)Tobacco$2,000–$10,000
Proctor &Gamble (PG)Consumer Goods$10,001–$100,000
Qualcomm Inc (QCOM)Telecommunications$10,001–$100,000
Sea LTD (SE)Video Games$2,000–$10,000
SPDR Doubleline TTL RTRN (TOTL)Index Fund$2,000–$10,000
SPDR FFTSE Intern Govt (WIP)Exchange Traded Funds$2,000–$10,000
SPDR Gold Shares ETC (GLD)Gold ETF$2,000–$10,000
SPDR S&P 500 ETF (SPY)Index Fund$2,000–$10,000
SPDR S&P 500 ETF (SPY)Index Fund$10,001–$100,000
SPDR S&P Dividend ETF (SDY)Index Fund$2,000–$10,000
SPDR S&P Regional (KRE)Index Fund$2,000–$10,000
UBS Group AGFinance$2,000–$10,000
Vanguard FTSE EuropeEuropean ETC$2,000–$10,000
Vanguard Information (VGT)Index Fund$2,000–$10,000
Vanguard Total Bond (VGT)Index Fund$2,000–$10,000
VGRD STC ETF DV (VCSH)Index Fund$2,000–$10,000
Walt Disney (DIS)Entertainment$10,001–$100,000
Zoetis Inc. (ZTS)Biotechnology$10,001–$100,000
SNOXXSchwab Treasury Obligation$100,001–$1,000,000
acquired 2024-09-30
Dow Inc (DOW)Securities$10,001–$100,000
acquired 2024-02-15

Schedule B · Real property 2

PropertyValueRental income
2605 Crafton Way, Stockton, CA
Ownership/Deed of Trust
$100,001–$1,000,000—
2661 Crafton Way, Stockton, CA
Ownership/Deed of Trust
$100,001–$1,000,000—

Schedule C · Income and business positions 2

SourceIncome
Anchorvest Short Duration Fund ISA
Real Estate Investment · Investor · 20 Reid Street, Hamilton HM11, Bermuda
$10,001–$100,000
Partnership
LexisNexis (Matthew Bender &Co.)
Legal Educational Treatise · Author · 230 Park Avenue, 7th Floor, NY, NY 10169
$1,001–$10,000
Salary