S. Robert Tice-Raskin: 2024 Annual statement

Annual 2024: Judge, Nevada County Superior Court · due 2025-03-03
Filed: 2025-02-13 · signed 02/13/2025 04:05 PM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 57

Name	Business	Value
AIR PRODUCT &CHEM, INC.	PRODUCT OR SERVICES ("POS")	$10,001–$100,000
ALPHABET INC.	POS	$2,000–$10,000
AMERICAN EXPRESS	FINANCIAL SERVICES	$2,000–$10,000
AMERICAN TOWER CORP.	POS	$2,000–$10,000
APPLE INC	COMPUTERS	$2,000–$10,000 disposed 2024-03-01
BANK OF AMERICA	BANKING	$2,000–$10,000
BECKTON DICKINSON &CO.	POS	$2,000–$10,000
BERKSHIRE HATHAWAY	POS	$2,000–$10,000
CHARLES SCHWAB	INVESTMENTS	$2,000–$10,000
CHARTER COMMUNICATIONS	COMMUNICATIONS	$2,000–$10,000 disposed 2024-01-26
COMCAST CORPORATION	COMMUNICATIONS	$2,000–$10,000
CVS HEALTH CORP.	POS	$2,000–$10,000
DANAHER CORP	POS	$2,000–$10,000
DEERE AND CO	POS	$2,000–$10,000
EATON CORP	POS	$2,000–$10,000
EDISON INTERNATIONAL	POS	$2,000–$10,000
ELEVANCE HEALTH INC.	POS	$2,000–$10,000 disposed 2024-11-20
HALEON PLC	POS	$2,000–$10,000
HOME DEPOT, INC.	POS	$2,000–$10,000
ILL TOOL WORKSHOP INC.	POS	$2,000–$10,000
INTEL CORP.	COMPUTERS	$2,000–$10,000
JOHNSON AND JOHNSON	POS	$2,000–$10,000
JP MORGAN CHASE	FINANCIAL · Personal Account	$10,001–$100,000
LAM RESEARCH CORP.	POS	$2,000–$10,000 disposed 2024-08-01
MARSH AND MCCLENNAN	POS	$2,000–$10,000
MARTIN MARIETTA	POS	$2,000–$10,000
McKESSON CORP	POS	$2,000–$10,000
MERCK AND CO INC.	POS	$2,000–$10,000
META PLATFORMS INC.	POS	$2,000–$10,000
MICROSOFT CORP	COMPUTER	$2,000–$10,000
MORGAN STANLEY (MS 529)	FINANCIAL · 529 Plan Stocks	$100,001–$1,000,000
MOTOROLA SOLUTIONS	POS	$2,000–$10,000
ORACLE CORP	POS	$2,000–$10,000
OTIS WORLDWIDE CORP.	POS	$2,000–$10,000
PEPSICO	BEVARAGE	$2,000–$10,000
PROGRESSIVE CORP OHIO	POS	$2,000–$10,000
SEMPRA	POS	$10,001–$100,000 disposed 2024-06-07
SHERWIN WILLIAMS CO. OHIO	PAINT	$2,000–$10,000
TC ENERGY CORP	ENERGY	$2,000–$10,000 disposed 2024-01-11
TE CONNECTIVITY	POS	$2,000–$10,000 disposed 2024-03-06
THERMO FISHER SCIENTIFIC	POS	$2,000–$10,000
TRAVELERS COMPANIES INC.	POS	$2,000–$10,000
UNITED PARCEL SERVICE	DELIVERY	$2,000–$10,000 disposed 2024-03-06
US BANCORP COM NEW	BANKING	$2,000–$10,000
VERALTO CORP	POS	$2,000–$10,000
VISA INC	FINANCE	$2,000–$10,000
WEC ENERGY GROUP INC.	ENERGY	$2,000–$10,000
BROADCOMM INC.	POS	$2,000–$10,000 acquired 2024-07-31
CAPITAL ONE FINANCIAL CORP	FINANCIAL SERVICES	$2,000–$10,000 acquired 2024-03-27
MICROCHIP TECHNOLOGY INC	COMPUTER	$2,000–$10,000 acquired 2024-02-27
PARKER HANNIFIN CORP	POS	$2,000–$10,000 acquired 2024-07-17
O'REILLY AUTOMOTIVE INC	AUTOMOTIVE	$2,000–$10,000 acquired 2024-09-05
STARBUCKS	COFFEE	$2,000–$10,000 acquired 2024-08-13
UNITED HEALTHCARE GP	HEALTHCARE · Stock acquired in 2019	$10,001–$100,000
WALT DISNEY CO	ENTERTAINMENT	$2,000–$10,000 acquired 2024-01-24
WILLIAMS CO	POS	$10,001–$100,000 acquired 2024-01-09
XPO INC	POS	$2,000–$10,000 acquired 2024-03-04

Schedule A-2 · Businesses & trusts (10% or more) 1

Stanley R. Raskin 2006 Trust trust · from the PDF

C/O Nevada County Superior Court, 201 Church Street, Nevada City, California 95959

Value — · gross income $10,001–$100,000

Holds: *For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000:; ACCENTURE (bought 5/9/24); ADOBE, INC.; AIRBNB (bought 10/21/24); AIR PRODUCT & CHEM, INC.; ALCON INC.; ALPHABET INC CL A; AMERICAN EXPRESS; AMERICAN TOWER; APTIV. PLC(sold 8/2/24); ASML HOLDING; ATLASSIAN CORP. (sold 6/20/24) ; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CHARLES SCHWAB; BORADCOM(bought 7/31/24); CAPITAL ONE FINANCIAL CORP. (bought 3/27/24); CHARTER COMMUNICATIONS(sold 3/18/24); CVS HEALTH CORP COM (sold 12/17/24); DANAHER CORP. (sold 12/17/24); DEERE AND CO.;, PLC; EDISON INTERNATIONAL; ELEVANCE HEALTH INC. (sold 11/20/24); ELI LILLY & CO.; EQUINIX INC.; ESTEE LAUDER CO. INC. (sold 9/13/24); HALEON PLC ADR; HOME DEPOT, INC.; ICON PLC (bought 12/10/24); ILL TOOL WORKS, INC.; INTERCONTINENTAL EXCHANGE INC.; INTUIIT, INC.; INTUITIVE SURGICAL INC.; JOHNSON AND JOHNSON (sold 12/17/24); JP MORGAN CHASE; LAM RESEARCH CORP.(sold 8/1/24); MARSH AND MCCLENNAN; MARTIN MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.; MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NEXTERA ENERGY INC. (sold 12/18/24); NIKE, INC. (sold 5/24/24); NOVO NORDISK (bought 12/23/24); ORACLE CORP.; O’REILLY AUTOMOTIVE (bought 9/5/24); OTIS WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PAYPAL HOLDINGS, INC.; PARKER HANNAFIN (bought 7/17/24); PEPSICO, INC.; PROGRESSIVE CORP OHIO; RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA; SHERWIN WILLIAMS COMPANY OHIO; SPLUNK, INC. (sold 2/2/24); STARBUCKS (bought 8/13/24); STRYKER CORP.; TAIWAN SEMICONDUCTOR (bought 5/15/24); TARGET CORPORATION; TC ENERGY CORP. (sold 1/11/24); TE CONNECTIVITY LTD. (sold 3/7/24); TESLA, INC.; THERMO FISHER SCIENTIFIC; TRAVELERS COMPANIES, INC.; USBANCORP COM; UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP; UNITED PARCEL SERVICE INC.; VERALTO CORP.; WW GRAINGER, INC.; WALT DISNEY CO. (bought 1/24/24); WEC ENERGY GROUP INC.; WILLIAMS CO. (bought 1/9/24); WORKDAY, INC.; XPO, INC. (bought 5/31/24); ZOETIS INC.; PUTNAM INVESTMENTS; NORTHRUPP GRUMMAN; *For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: APPLE, INC.; AMAZON COM. INC.; META PLATFORMS, INC.; MICROSOFT CORP.; UNITED HEALTH GP, INC.; VISA, INC.; NIVIDIA CORP.; AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY INVESTMENTS; EATON CORP.; NETFLIX INC. ; * The following real property, owned in part by the Trust, has a FMV over $1,000,000:; AIN # 7543 023 013; Palos Verdes Estates, CA; *For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP.; INTEL CORP. (Stanley Raskin 2006 Trust) · over $1,000,000 · Real property and stock as of 12/31/23

Schedule C · Income and business positions 1

Source	Income
Sutter Medical Group Medical Practice · Pediatrician · 11795 Education Street 3 100, Auburn, CA 95602	over $100,000 Spouse's or registered domestic partner's income

The filer's comments

A-1 A-1 includes holdings as of 12/31/24.

A-1 Charles Schwab stock owned.

A-2 I am a co-trustee and 33.33% remainder beneficiary in the trust. Income in "2" was transferred to Trust.

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	PDF
Businesses & trusts · interest.names	["For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000:","ACCENTURE (bought 5/9/24); ADOBE, INC.; AIRBNB (bought 10/21/24); AIR PRODUCT & CHEM, INC.; ALCON INC.; ALPHABET INC CL A; AMERICAN EXPRESS; AMERICAN TOWER; APTIV. PLC(sold 8/2/24); ASML HOLDING; ATLASSIAN CORP. (sold 6/20/24) ; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CHARLES SCHWAB; BORADCOM(bought 7/31/24); CAPITAL ONE FINANCIAL CORP. (bought 3/27/24); CHARTER COMMUNICATIONS(sold 3/18/24); CVS HEALTH CORP COM (sold 12/17/24); DANAHER CORP. (sold 12/17/24); DEERE AND CO.;, PLC; EDISON INTERNATIONAL; ELEVANCE HEALTH INC. (sold 11/20/24); ELI LILLY & CO.; EQUINIX INC.; ESTEE LAUDER CO. INC. (sold 9/13/24); HALEON PLC ADR; HOME DEPOT, INC.; ICON PLC (bought 12/10/24); ILL TOOL WORKS, INC.; INTERCONTINENTAL EXCHANGE INC.; INTUIIT, INC.; INTUITIVE SURGICAL INC.; JOHNSON AND JOHNSON (sold 12/17/24); JP MORGAN CHASE; LAM RESEARCH CORP.(sold 8/1/24); MARSH AND MCCLENNAN; MARTIN MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.; MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NEXTERA ENERGY INC. (sold 12/18/24); NIKE, INC. (sold 5/24/24); NOVO NORDISK (bought 12/23/24); ORACLE CORP.; O’REILLY AUTOMOTIVE (bought 9/5/24); OTIS WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PAYPAL HOLDINGS, INC.; PARKER HANNAFIN (bought 7/17/24); PEPSICO, INC.; PROGRESSIVE CORP OHIO; RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA; SHERWIN WILLIAMS COMPANY OHIO; SPLUNK, INC. (sold 2/2/24); STARBUCKS (bought 8/13/24); STRYKER CORP.; TAIWAN SEMICONDUCTOR (bought 5/15/24); TARGET CORPORATION; TC ENERGY CORP. (sold 1/11/24); TE CONNECTIVITY LTD. (sold 3/7/24); TESLA, INC.; THERMO FISHER SCIENTIFIC; TRAVELERS COMPANIES, INC.; USBANCORP COM; UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP; UNITED PARCEL SERVICE INC.; VERALTO CORP.; WW GRAINGER, INC.; WALT DISNEY CO. (bought 1/24/24); WEC ENERGY GROUP INC.; WILLIAMS CO. (bought 1/9/24); WORKDAY, INC.; XPO, INC. (bought 5/31/24); ZOETIS INC.; PUTNAM INVESTMENTS; NORTHRUPP GRUMMAN","For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: APPLE, INC.; AMAZON COM. INC.; META PLATFORMS, INC.; MICROSOFT CORP.; UNITED HEALTH GP, INC.; VISA, INC.; NIVIDIA CORP.; AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY INVESTMENTS; EATON CORP.; NETFLIX INC. ","* The following real property, owned in part by the Trust, has a FMV over $1,000,000:","AIN # 7543 023 013","Palos Verdes Estates, CA","*For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP.; INTEL CORP. "]	["For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000:","ACCENTURE (bought 5/9/24); ADOBE, INC.; AIRBNB (bought 10/21/24); AIR PRODUCT & CHEM, INC.; ALCON INC.; ALPHABET INC CL A; AMERICAN EXPRESS; AMERICAN TOWER; APTIV. PLC(sold 8/2/24); ASML HOLDING;","ATLASSIAN CORP. (sold 6/20/24) ; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CHARLES SCHWAB; BORADCOM(bought 7/31/24); CAPITAL ONE FINANCIAL CORP. (bought 3/27/24); CHARTER COMMUNICATIONS(sold 3/18/24); CVS HEALTH CORP COM (sold 12/17/24); DANAHER CORP. (sold 12/17/24); DEERE AND CO.;, PLC; EDISON INTERNATIONAL; ELEVANCE HEALTH INC. (sold 11/20/24); ELI LILLY & CO.; EQUINIX INC.; ESTEE LAUDER CO. INC. (sold 9/13/24); HALEON PLC ADR; HOME DEPOT, INC.; ICON PLC","(bought 12/10/24); ILL TOOL WORKS, INC.; INTERCONTINENTAL EXCHANGE INC.; INTUIIT, INC.; INTUITIVE","SURGICAL INC.; JOHNSON AND JOHNSON (sold 12/17/24); JP MORGAN CHASE; LAM RESEARCH CORP.(sold 8/1/24); MARSH AND MCCLENNAN; MARTIN MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.; MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NEXTERA ENERGY INC. (sold 12/18/24); NIKE, INC. (sold 5/24/24); NOVO NORDISK (bought 12/23/24); ORACLE CORP.; O’REILLY AUTOMOTIVE (bought 9/5/24); OTIS","WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PAYPAL HOLDINGS, INC.; PARKER HANNAFIN (bought 7/17/24); PEPSICO, INC.; PROGRESSIVE CORP OHIO; RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA; SHERWIN WILLIAMS COMPANY OHIO; SPLUNK, INC. (sold 2/2/24); STARBUCKS (bought 8/13/24);","STRYKER CORP.; TAIWAN SEMICONDUCTOR (bought 5/15/24); TARGET CORPORATION; TC ENERGY CORP. (sold 1/11/24); TE CONNECTIVITY LTD. (sold 3/7/24); TESLA, INC.; THERMO FISHER SCIENTIFIC; TRAVELERS COMPANIES, INC.; USBANCORP COM; UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP; UNITED PARCEL SERVICE INC.; VERALTO CORP.; WW GRAINGER, INC.; WALT DISNEY CO. (bought 1/24/24); WEC ENERGY","GROUP INC.; WILLIAMS CO. (bought 1/9/24); WORKDAY, INC.; XPO, INC. (bought 5/31/24); ZOETIS INC.; PUTNAM INVESTMENTS; NORTHRUPP GRUMMAN","For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: APPLE, INC.; AMAZON COM. INC.; META PLATFORMS, INC.; MICROSOFT CORP.; UNITED HEALTH GP, INC.; VISA, INC.;","NIVIDIA CORP.; AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY","INVESTMENTS; EATON CORP.; NETFLIX INC.","* The following real property, owned in part by the Trust, has a FMV over $1,000,000:","AIN # 7543 023 013","Palos Verdes Estates, CA","*For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP.; INTEL CORP."]