David E Goldstein › Form 700
| Name | Business | Value | |
|---|---|---|---|
| ABBVIE INC COM | Pharmaceutical company | $2,000–$10,000 acquired 2025-01-03 | |
| APPLE INC | Multinational Technology and Computer company | $2,000–$10,000 acquired 2025-01-03 | |
| EXXON MOBIL CORP | Oil and gas corporation | $2,000–$10,000 acquired 2025-01-03 | |
| AMAZON COM INC | Multinational Technology and ecommerce | $2,000–$10,000 acquired 2025-01-03 | |
| COSTCO WHOLESALE CORP NEW | Member-only warehouse club retail company | $10,001–$100,000 acquired 2025-01-03 | |
| JP MORGAN CHASE AND CO | Banking and Financial Services Company | $10,001–$100,000 acquired 2025-01-03 |
Nocera Investigations Sole Proprietorship · from the PDF
My spouse's private investigation business + holiday season retail work at Nordstrom's during Dec. 2022 · P.O. Box 107, Martinez, CA 94553 · None (spouse's inactive practice)
Value $0–$1,999 · gross income $0–$499
The Bernard Goldstein and Estelle L. Goldstein 2014 Trust trust · from the PDF
(No address)
Value — · gross income $0–$499
Holds: 1096 Mountain View Boulevard, Walnut Creek, CA 94596 (1096 Mountain View Boulevard, Walnut Creek, CA 94596) · over $1,000,000 · Property Ownership/Deed of Trust
| Property | Value | Rental income | |
|---|---|---|---|
| 1096 Mountain View Boulevard, Walnut Creek, CA 94596 Trust beneficiary/landlord | over $1,000,000 | $10,001–$100,000 David Goren and Deborah Goren. |
| Source | Income | |
|---|---|---|
| Retirement checks 1200 Concord Ave #300, Concord CA 94520 · (None. Retirement beneficiary) · Contra Costa County Employees Retirement Association (C.C.C.E.R.A.) | $10,001–$100,000 Other: Retirement Income from former job | |
| Home Sale Private Home Sale · Beneficiary/home owner of inherited property · 1096 Mountain View Boulevard, Walnut Creek, CA 94596 | over $100,000 Sale of: Real Property |
A-1 All stocks part of Morgan Stanley account inherited upon parent's passing on 1/3/25.
A-2 Sole beneficiary to parents' trust. Inherited property on 1/3/25, date of last parent's death.
B Inherited the property upon parent's death on 1/3/25, rented it out for 4 months (mid March-mid July) at $6000/month.