Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: CAPITAL ONE FINL CORP. (Financial) · $10,001–$100,000 · Stock
Mark S Borrell › Form 700
Mark S Borrell: 2025 Annual statement
- Annual 2025
- Judge, Ventura County Superior Court · due 2026-03-02
- Filed
- 2026-02-26 · signed 02/26/2026 01:45 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (51 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 22
| Name | Business | Value | |
|---|---|---|---|
| ABBVIE INC | Pharmaceuticals | $10,001–$100,000 acquired 2025-05-12 | |
| APPLE INC | Technology | $10,001–$100,000 | |
| BECTON DICKINSON & CO | Medical Supplies and Devices | $2,000–$10,000 acquired 2025-01-29 disposed 2025-05-01 | |
| BRISTOL MYERS SQUIBB CO. | Pharmaceuticals | $10,001–$100,000 acquired 2025-01-16 disposed 2025-05-23 | |
| BROADCOM INC | Technology | $10,001–$100,000 | |
| CHEVRON CORP | Energy | $100,001–$1,000,000 | |
| CONSOLIDATED EDISON | Utility | $10,001–$100,000 acquired 2025-05-12 | |
| COTERRA ENERGY INC | Energy | $10,001–$100,000 disposed 2025-03-24 | |
| CROWDSTRIKE HOLDINGS INC (A) | Cyber Security | $10,001–$100,000 acquired 2025-01-08 | |
| ELI LILLY & CO | Pharmaceuticals | $10,001–$100,000 acquired 2025-05-23 | |
| FORD MOTOR CO | Industrial | $10,001–$100,000 disposed 2025-09-26 | |
| INTL BUSINESS MACHINES CORP | Technology | $10,001–$100,000 acquired 2025-05-12 | |
| JPMORGAN CHASE & CO | Financial | $100,001–$1,000,000 | |
| META PLATFORMS CA CL A | Technology | $10,001–$100,000 acquired 2025-03-18 | |
| MICROSOFT | Technology | over $1,000,000 | |
| NVIDIA CORPORATION | Technology | $100,001–$1,000,000 | |
| PALO ALTO NETWORKS | Technology | $10,001–$100,000 | |
| PEPSICO INC | Consumer Staples | $10,001–$100,000 acquired 2025-05-12 disposed 2025-05-14 | |
| PFIZER INC | Pharaceuticals | $10,001–$100,000 disposed 2025-11-25 | |
| PROCTER & GAMBLE | Consumer Goods | $10,001–$100,000 | |
| UBER TECHNOLOGIES INC | Technology | $10,001–$100,000 acquired 2025-05-12 | |
| VERTIV HOLDINGS | Industrial Electric | $10,001–$100,000 |
Schedule A-2 · Businesses & trusts (10% or more) 94
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: HONEYWELL INTL. (Manufacturing) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
entura, CA 93005
Value — · gross income $0–$499
Holds: (Yuba City, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: CONSOLIDATED EDISON (Energy) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: 1508 H Street, Lompoc, CA (Lompoc, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: 1027 Arbor Yuba City CA (Yuba City, CA) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: SYNCHRONY FINANCIAL (Finance) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: BERKSHIRE HATHAWAY (B) (Conglomerate) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: BROADCOM INC (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: BLOCK INC (A) (Financial) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: WASTE MANAGEMENT (Waste/Environmental) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: NVIDIA CORPORATION (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
entura, CA 93005
Value — · gross income $0–$499
Holds: MICROSOFT (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: JOHNSON & JOHNSON (Medical & Consumer Goods) · $100,001–$1,000,000 · Stock
Borrell Family Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: INTEL (Technology) · $10,001–$100,000 · Stock
Borrell Family Trust trust · from the PDF
P.O. Box 5498, Ventura, CA 93005
Value — · gross income $0–$499
Holds: PFIZER INC (Pharmaceuticals) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · 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 · 8, Ventura, CA 93005 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: CROWDSTRIKE HOLDINGS INC (A) (Cyber Security) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
Spouse's separate property · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: GE VERNOVA INC (Manufacturing) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
Spouse's separate property · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: CME GROUP INC (Financial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · 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 · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: NETFLIX INC (Entertainment) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
Spouse's separate property · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: GOLDMAN SACHS GRP INC (Financial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
Spouse's separate property · , Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: ALPHABET INC CL A (Technology) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · 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) · Ventura, CA 93005 · 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 · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: LINDE PLC (Industrial) · $2,000–$10,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · 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) · Ventura, CA 93005 · 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) · Ventura, CA 93005 · 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) · Ventura, CA 93005 · 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) · , Ventura, CA 93005 · None
Value $10,001–$100,000 · gross income $0–$499
Holds: McDONALDS CORP (Restaurant) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · , Ventura, CA 93005 · 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) · , Ventura, CA 93005 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: ELI LILLY & CO (Pharmaceuticals) · $10,001–$100,000 · Stock
C.C. Borrell stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: COTERRA ENERGY INC (Energy) · $2,000–$10,000 · Stock
C.C. Borrell stock
(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 stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: BLACKROCK INC (Financial) · $10,001–$100,000 · Stock
C.C. Borrell stock
(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 · Ventura, CA 93005 · none
Value $2,000–$10,000 · gross income $0–$499
Holds: META PLATFORMS CA CL A (Technology) · $2,000–$10,000 · Stock
C.C. Borrell (spouse's separate property) stock · from the PDF
(spouse's separate property) · Ventura, CA 93005 · None
Value $2,000–$10,000 · gross income $0–$499
Holds: MICROSOFT (Technology) · $2,000–$10,000 · Stock
C.C. Borrell (spouse's separate property) stock · from the PDF
(spouse's separate property) · entura, CA 93005 · None
Value $10,001–$100,000 · gross income $0–$499
Holds: COCA-COLA CO (Consumer Goods) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
entura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: CONSOLIDATED EDISON (Energy) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Ventura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: ABBVIE INC (Pharmaceutical) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Ventura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: PFIZER INC (Pharmaceuticals) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: UBER TECHNOLOGIES INC (Technology) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: CHEVRON CORP (Energy) · $10,001–$100,000 · Stock
Gregory L. Borrell Special Needs Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: INTL BUSINESS MACHINES CORP (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: APN's 12‐180‐36 & 37 (Colusa County, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Roger W. Borrell Separate Property Trust trust · from the PDF
8, Ventura, CA 93005
Value — · gross income $0–$499
Holds: BECTON DICKINSON & CO (Medical Supplies and Devices) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: BRISTOL MYERS SQUIBB CO. (Pharmaceuticals) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: CME GROUP INC (Financial) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: CORNING INC (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: NIKE INC (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: HONEYWELL INTL. (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: META PLATFORMS CA CL A (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: RTX CORP (Manufacturing) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
98, Ventura, CA 93005
Value — · gross income $0–$499
Holds: SALESFORCE INC. (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: SOLSTICE ADVANCED MATERIALS (Manufacturing) · $2,000–$10,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: GOLDMAN SACHS GRP INC (Financial) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
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
Ventura, CA 93005
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
Ventura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: DTE ENERGY CO. (Energy) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
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
Ventura, CA 93005
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
8, Ventura, CA 93005
Value — · gross income $0–$499
Holds: CATERPILLAR INC (Manufacturing) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: BROADCOM INC (Technology) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: BLACKROCK INC (Financial) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
entura, CA 93005
Value — · gross income $0–$499
Holds: APPLE INC (Technology) · over $1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: 1508 H Street, Lompoc, CA (Lompoc, CA) · $1,000,000–$1,000,000 · Property Ownership/Deed of Trust
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
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
, Ventura, CA 93005
Value — · gross income $0–$499
Holds: ELI LILLY & CO (Pharmaceuticals) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
entura, CA 93005
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
, Ventura, CA 93005
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: GE HEALTHCARE (Medical) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust
Value — · gross income $0–$499
Holds: GE VERNOVA INC (Energy) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: WALT DISNEY CO HLDG CO (Entertainment) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: 721 Teakwood Yuba City CA (Yuba City, CA) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
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
8, Ventura, CA 93005
Value — · gross income $0–$499
Holds: MORGAN STANLEY (Financial) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: NVIDIA CORPORATION (Technology) · $100,001–$1,000,000 · Stock
Roger W. Borrell Separate Property Trust trust
Value — · gross income $0–$499
Holds: ORACLE CORP (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust · from the PDF
Ventura, CA 93005
Value — · gross income $0–$499
Holds: PALO ALTO NETWORKS (Technology) · $10,001–$100,000 · Stock
Roger W. Borrell Separate Property Trust trust
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
Ventura, CA 93005
Value — · gross income $0–$499
Holds: VIATRIS INC (Pharmaceuticals) · $2,000–$10,000 · Stock
C.C. Borrell Ventura, CA 93005 stock · from the PDF
Spouse's separate property · none
Value $2,000–$10,000 · gross income $0–$499
Holds: CME GROUP INC (Financial) · $2,000–$10,000 · Stock
C.C. Borrell , Ventura, CA 93005 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
Roger W. Borrell Separate Property Trust Ventura, CA 93005 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 Ventura, CA 93005 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 Ventura, CA 93005 trust · from the PDF
Value — · gross income $0–$499
Holds: MORGAN STANLEY (Financial) · $10,001–$100,000 · Stock
Schedule C · Income and business positions 2
| Source | Income | |
|---|---|---|
| AgroFresh Agriculture Materials/Services · Regional Marketing Manager · 510-513 Walnut St., Ste 1350, Philadelphia, PA 19106 | over $100,000 Spouse's or registered domestic partner's income | |
| Nathan Gaiger 28429 Knoll Court, Castaic CA 91384 | $10,001–$100,000 Sale of: Truck |
The filer's comments
A-2 Crowdstrike stock was acquired by C.C. Borrell 12/24/24; inadvertently omitted from 2024 form. Now amended to correct.
A-2 GE Vernova stock was acquired by C.C. Borrell 11/12/24; inadvertently omitted from 2024 form. Now amended to correct.
A-2 Alphabet acquired 2/15/24 but FMV was <$2k in 2024 and therefore not previously reported.
A-2 Linde stock was acquired by C.C. Borrell 12/18/24; inadvertently omitted from 2024 form. Now amended to correct.
A-2 Spouse's interest in Alphabet became reportable due to appreciation of previously acquired shares
Where the portal and the PDF differ
The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.
| Where | Portal | |
|---|---|---|
| Businesses & trusts · * | null | entry only in the PDF |
| Businesses & trusts · * | null | entry only in the PDF |
| Businesses & trusts · * | null | entry only in the PDF |
| Businesses & trusts · * | null | entry only in the PDF |
| Businesses & trusts · * | null | entry only in the PDF |
| Businesses & trusts · interest.names | ["CME GROUP INC"] | ["NETFLIX INC"] |
| Businesses & trusts · interest.description | Financial | Entertainment |
| Businesses & trusts · interest.acquired | 2025-08-12 | 2025-01-01 |
| Businesses & trusts · interest.names | ["NETFLIX INC"] | ["ALPHABET INC CL A"] |
| Businesses & trusts · interest.description | Entertainment | Technology |
| Businesses & trusts · acquired | 2025-08-12 | 2025-01-01 |
| Businesses & trusts · interest.names | ["ALPHABET INC CL A"] | ["OSHKOSH CORP"] |
| Businesses & trusts · interest.description | Technology | Industrial |
| Businesses & trusts · business | Spouse's separate property | (spouse's separate property) |
| Businesses & trusts · fmv.min | 2000 | 10001 |
| Businesses & trusts · fmv.max | 10000 | 100000 |
| Businesses & trusts · interest.fmv.min | 2000 | 10001 |
| Businesses & trusts · interest.fmv.max | 10000 | 100000 |
| Businesses & trusts · interest.names | ["OSHKOSH CORP"] | ["ORACLE CORP"] |
| Businesses & trusts · interest.description | Industrial | Technology |
| Businesses & trusts · interest.names | ["ORACLE CORP"] | ["PROCTER & GAMBLE"] |
| Businesses & trusts · interest.description | Technology | Consumer Goods |
| Businesses & trusts · fmv.min | 10001 | 2000 |
| Businesses & trusts · fmv.max | 100000 | 10000 |
| Businesses & trusts · interest.names | ["PROCTER & GAMBLE"] | ["ELI LILLY & CO"] |
| Businesses & trusts · interest.description | Consumer Goods | Pharmaceuticals |
| Businesses & trusts · interest.names | ["McDONALDS CORP"] | ["BROADCOM INC"] |
| Businesses & trusts · interest.description | Restaurant | Technology |
| Businesses & trusts · interest.fmv.min | 10001 | 2000 |
| Businesses & trusts · interest.fmv.max | 100000 | 10000 |
| Businesses & trusts · interest.names | ["ELI LILLY & CO"] | ["PALO ALTO NETWORKS"] |
| Businesses & trusts · interest.description | Pharmaceuticals | Technology |
| Businesses & trusts · interest.names | ["APN's 12‐180‐36 & 37"] | ["APN's 1218036 & 37"] |
| Businesses & trusts · interest.names | ["PFIZER INC"] | ["CATERPILLAR INC"] |
| Businesses & trusts · interest.description | Pharmaceuticals | Manufacturing |
| Businesses & trusts · interest.fmv.min | 10001 | 100001 |
| Businesses & trusts · interest.fmv.max | 100000 | 1000000 |
| Businesses & trusts · interest.names | ["CROWDSTRIKE HOLDINGS INC (A)"] | ["BLACKROCK INC"] |
| Businesses & trusts · interest.description | Technology | Financial |
| Businesses & trusts · interest.kind | investment | real_property |
| Businesses & trusts · interest.fmv.min | 100001 | 1000000 |
| Businesses & trusts · interest.nature | Stock | Property Ownership/Deed of Trust |
| Businesses & trusts · interest.names | ["CATERPILLAR INC"] | ["1508 H Street, Lompoc, CA"] |
| Businesses & trusts · interest.description | Manufacturing | Lompoc, CA |
| Businesses & trusts · interest.names | ["BLACKROCK INC"] | ["ELI LILLY & CO"] |
| Businesses & trusts · interest.description | Financial | Pharmaceuticals |
| Businesses & trusts · interest.kind | real_property | investment |
| Businesses & trusts · interest.fmv.min | 1000000 | 100001 |
| Businesses & trusts · interest.nature | Property Ownership/Deed of Trust | Stock |
| Businesses & trusts · interest.names | ["1508 H Street, Lompoc, CA"] | ["FORD MOTOR CO"] |
| Businesses & trusts · interest.description | Lompoc, CA | Manufacturing |
| Businesses & trusts · interest.names | ["ELI LILLY & CO"] | ["GE VERNOVA INC"] |
| Businesses & trusts · interest.description | Pharmaceuticals | Energy |
| Businesses & trusts · interest.kind | investment | real_property |
| Businesses & trusts · interest.nature | Stock | Property Ownership/Deed of Trust |
| Businesses & trusts · interest.names | ["FORD MOTOR CO"] | ["721 Teakwood Yuba City CA"] |
| Businesses & trusts · interest.description | Manufacturing | Yuba City, CA |
| Businesses & trusts · interest.kind | real_property | investment |
| Businesses & trusts · interest.fmv.min | 100001 | 10001 |
| Businesses & trusts · interest.fmv.max | 1000000 | 100000 |
| Businesses & trusts · interest.nature | Property Ownership/Deed of Trust | Stock |
| Businesses & trusts · interest.names | ["721 Teakwood Yuba City CA"] | ["ORACLE CORP"] |
| Businesses & trusts · interest.description | Yuba City, CA | Technology |
| Businesses & trusts · interest.fmv.min | 10001 | 100001 |
| Businesses & trusts · interest.fmv.max | 100000 | 1000000 |
| Businesses & trusts · interest.names | ["MORGAN STANLEY"] | ["PROCTER & GAMBLE"] |
| Businesses & trusts · interest.description | Financial | Consumer Goods |