Judge, Contra Costa County Superior Court · due 2025-03-03
Filed
2025-02-27 · signed 02/27/2025 02:29 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (25 p.) · FPPC portal
Schedule A-2 · Businesses & trusts (10% or more) 2
Bunzel-Hardie Family Living TrustLiving Trust
Family Living Trust · c/o O'Melveny 2 Embarcadero Cntr, SF, CA
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Rebecca C. Hardie (self - annual salary); Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA
Holds: Description Purchase Date Quantity Unit Cost Price Cost Basis Market Value Unrealized Gain/Loss G/L% Product Class; BANK OF AMERICA, NA RASP 11/09/2023 1,053.6200 1 1.000 1,053.620 1,053.620 0.000 0.000 Money Accounts; INVESCO QQQ TR SER 1; ISHARES MSCI EMERGING MKTS; SPDR S&P 500 ETF TRUST; ABBVIE INC SHS; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ALPHABET INC SHS CL A; ALPHABET INC SHS CL C; AMAZON COM INC COM; AMAZON COM INC COM; AMAZON COM INC COM; AMAZON COM INC COM; AMAZON COM INC COM; AMN ELEC POWER CO; ANALOG DEVICES INC COM; APPLE INC; APPLE INC; APPLE INC; BJS WHSL CLUB HLDGS INC; BLACKROCK INC REG SHS; BLACKROCK INC REG SHS; BLACKROCK MUNIHDS CA QLT; BLACKROCK MUNIHDS CA QLT; BLACKSTONE INC; BLUE OWL CAP INC; BROADCOM INC; BROADCOM INC; CADENCE DESIGN SYS INC; CADENCE DESIGN SYS INC; CADENCE DESIGN SYS INC; CALAMOS CONV & HIGH INC INCOME FUND; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CALIF INFRASTR-ECON DEV BK REV SER A PRF26 JUN16; CALIFORNIA ST GO BDS - MAR17 05.000%AUG01 2037; CALIFORNIA ST GO BDS * - MAR16 05.000%SEP01 2035; CALIFORNIA ST UNIV REV SYSTEMWIDE REV BDS SER A; CATERPILLAR INC DEL; CHIPOTLE MEXICAN GRILL; CHIPOTLE MEXICAN GRILL; CITIGROUP INC GLB 03.300% APR 27 2025; COCA COLA COM; COCA COLA COM; COCA COLA COM; COSTCO WHOLESALE CRP DEL; COSTCO WHOLESALE CRP DEL; CROWDSTRIKE HLDGS INC CL A; DATADOG INC REG SHS CL A; EAST BAY CALIF MUN UTIL DIST WTR SYS REV WTR B JU; EAST BAY CALIF MUN UTIL DIST WTR SYS REV WTR JUN1; EAST BAY CALIF MUN UTIL DIST WTR SYS REV REV JUN1; EATON CORP PLC; EATON CORP PLC; EATON CORP PLC; ELI LILLY & CO; ELI LILLY & CO; EMERSON ELEC CO; EMERSON ELEC CO; EQUINIX INC; EQUINIX INC; GENL DYNAMICS CORP COM; GENL DYNAMICS CORP COM; GENL DYNAMICS CORP COM; GENL DYNAMICS CORP COM; GITLAB INC; GOLDMAN SACHS GROUP INC; GOLDMAN SACHS GROUP INC; GOLDMAN SACHS GROUP INC; HOME DEPOT INC; HOME DEPOT INC; HOME DEPOT INC; INTUITIVE SURGICAL INC NEW; INVESCO WTR RESOURCES ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES U.S. HOME CONSTRUCTION ETF; ISHARES U.S. HOME CONSTRUCTION ETF; JPMORGAN CHASE & CO GLB 03.200% JUN 15 2026; JPMORGAN CHASE & CO; JPMORGAN CHASE & CO; JPMORGAN CHASE & CO; KKR & CO INC CL A; KKR & CO INC CL A; KROGER CO; KROGER CO; LAM RESH CORP; LOS ANGELES CALIF DEPT WTR & PWR REV BDS SER D D07/17/2019
LOS ANGELES CO CA PUB WFA REV REF BDS SER G JUN 09/08/2022; LOS ANGELES CO CA PUB WFA REV REF BDS SER G JUN 09/28/2022; LOWE'S COMPANIES INC 01/23/2025; LOWE'S COMPANIES INC 10/10/2024; LOWE'S COMPANIES INC 10/10/2023; LOWE'S COMPANIES INC 04/20/2020; LULULEMON ATHLETICA INC 10/14/2024; LULULEMON ATHLETICA INC 05/16/2024; LULULEMON ATHLETICA INC 04/05/2024; LVMH MOET HENNESSY ADR 01/21/2025; MARVELL TECH INC 01/27/2025; MARVELL TECH INC 10/14/2024; MARVELL TECH INC 06/16/2023; MARVELL TECH INC 05/30/2023; MCDONALDS CORP COM 01/23/2025; MCDONALDS CORP COM 11/18/2024; MERCK AND CO INC SHS 12/17/2024; MERCK AND CO INC SHS 12/16/2024; META PLATFORMS INC CLASS A COMMON STOCK 10/17/2023; METLIFE INC COM 12/26/2024; METRO WTR DT SO CALIF WWKS RV REV REF A PRF26 JU06/07/2019; MICROSOFT CORP 05/20/2022; MICROSOFT CORP 05/20/2019; MORGAN STANLEY - 03.625% JAN 20 2027 02/05/2020; NIKE INC CL B 07/02/2024; NIKE INC CL B 05/16/2024; NIKE INC CL B 04/05/2024; NIKE INC CL B 03/21/2024; NIKE INC CL B 03/12/2024; NVIDIA 01/27/2025; NVIDIA 05/20/2022; ORANGE CNTY CALIF SANTN WASTEWATER REV REF SE 09/27/2022; PARKER HANNIFIN CORP 08/15/2023; PARKER HANNIFIN CORP 07/19/2023; PROCTER & GAMBLE CO 01/16/2024; PROCTER & GAMBLE CO 07/19/2023; PROCTER & GAMBLE CO 06/22/2023; PROGRESSIVE CRP OHIO 04/13/2023; REAL ESTATE SELECT SECTOR SPDR FD SHS 12/04/2023; REAL ESTATE SELECT SECTOR SPDR FD SHS 11/20/2023; REAL ESTATE SELECT SECTOR SPDR FD SHS 10/31/2023; SALESFORCE INC 06/15/2020; SALESFORCE INC 05/15/2019; SAN DIEGO CNTY CALIF REGL ARPT AUTH ARPT REV AUG 10/07/2022; SANOFI ADR 02/28/2024; SANOFI ADR 02/15/2024; SECTOR SPDR UTILITIES 10/10/2024; SECTOR SPDR UTILITIES 10/01/2024; SECTOR SPDR UTILITIES 06/12/2024; SPDR S P BIOTECH 02/28/2024; SPDR S P BIOTECH 02/27/2024; STARBUCKS CORP 10/01/2024; STARBUCKS CORP 05/15/2024; SYNOPSYS INC 10/10/2024; SYNOPSYS INC 10/17/2023; SYNOPSYS INC 08/29/2023; UNITED RENTALS INC COM 04/03/2023; UNITED RENTALS INC COM 03/01/2023; UNIVERSITY CALIF REVS GEN REV BDS 2016AR APR16 0510/05/2022; UNIVERSITY CALIF REVS GEN REV BDS 2016AR APR16 0510/06/2022; UNIVERSITY CALIF REVS GEN REV BDS 2016AR APR16 0510/07/2022; UNIVERSITY CALIF REVS GEN REV BDS SER AO PRF25 M 10/04/2022; UNIVERSITY CALIF REVS GEN REV BDS SER AO PRF25 M 10/03/2022; UNIVERSITY CALIF REVS SEE 91412G GEN BDS BE JUL20 09/27/2022; US BANCORP 10/17/2024; VANECK SEMICONDUCTOR ETF 05/20/2022; VANECK SEMICONDUCTOR ETF 05/20/2019; VANGUARD EMERGING MARKET GOVERNMENT BOND ET 06/21/2024; VANGUARD EMERGING MARKET GOVERNMENT BOND ET 01/16/2024; VANGUARD EMERGING MARKET GOVERNMENT BOND ET 12/28/2023; VANGUARD EMERGING MARKET GOVERNMENT BOND ET 12/14/2023; VANGUARD FTSE EMERGING MARKETS ETF 07/28/2023; VANGUARD FTSE EMERGING MARKETS ETF 06/07/2023; VANGUARD FTSE EMERGING MARKETS ETF 05/30/2023; VANGUARD MSCI EUROPEAN ETF 12/17/2024; VANGUARD SMALL CAP 11/18/2024; VANGUARD SMALL CAP 07/12/2024; VERTEX PHARMCTLS INC 01/25/2024; VERTEX PHARMCTLS INC 12/27/2023; VERTEX PHARMCTLS INC 12/15/2023; VERTIV HLDG CO 01/27/2025; VERTIV HLDG CO 12/27/2023; VERTIV HLDG CO 12/12/2023; VERTIV HLDG CO 12/11/2023; VERTIV HLDG CO 12/06/2023; WALMART INC 03/21/2024; WALMART INC 06/16/2023; WELLS FARGO & CO 01/23/2025; WELLS FARGO & CO 11/08/2024; WELLS FARGO & COMPANY GLB 03.000% OCT 23 2026 01/31/2020; WINGSTOP INC 01/27/2025; WINGSTOP INC 11/18/2024; AMERICAN BALANCED FUND INC CL A 03/14/2019; AMERICAN BALANCED FUND INC CL A 03/14/2019; AMERICAN BALANCED FUND INC CL A 03/14/2019; AMERICAN BALANCED FUND INC CL A 12/19/2018; AMERICAN BALANCED FUND INC CL A 12/19/2018; AMERICAN BALANCED FUND INC CL A 09/13/2018; AMERICAN BALANCED FUND INC CL A 09/13/2018; AMERICAN BALANCED FUND INC CL A 06/14/2018; AMERICAN BALANCED FUND INC CL A 06/14/2018; AMERICAN BALANCED FUND INC CL A 06/14/2018; AMERICAN BALANCED FUND INC CL A 03/15/2018; AMERICAN BALANCED FUND INC CL A 03/15/2018; AMERICAN BALANCED FUND INC CL A 12/20/2017; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; AMERICAN BALANCED FUND INC CL A; PREFERRED DEPOSIT; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; VANGUARD TOTAL STOCK MARKET INDEX FD ADM CL; ABBVIE INC SHS; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ALPHABET INC SHS CL C; ALPHABET INC SHS CL C; AMAZON COM INC COM; AMAZON COM INC COM; AMAZON COM INC COM; ANALOG DEVICES INC COM; APPLE INC; APPLE INC; BANK OF AMERICA, NA RASP; BJS WHSL CLUB HLDGS INC; BLACKROCK INC REG SHS; BLACKROCK INC REG SHS; BLACKSTONE INC; BLACKSTONE INC; BLUE OWL CAP INC; BROADCOM INC; CADENCE DESIGN SYS INC; CADENCE DESIGN SYS INC; CADENCE DESIGN SYS INC; CALAMOS CONV & HIGH INC INCOME FUND; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CALAMOS STRAT TOT RETURN FD; CATERPILLAR INC DEL; CHIPOTLE MEXICAN GRILL; COCA COLA COM; COCA COLA COM; COSTCO WHOLESALE CRP DEL; COSTCO WHOLESALE CRP DEL; CRISPR THERAPEUTICS AG NAMEN-AKT.; CROWDSTRIKE HLDGS INC CL A; EATON CORP PLC; ELI LILLY & CO; EMERSON ELEC CO; EQUINIX INC; GENL DYNAMICS CORP COM; GENL DYNAMICS CORP COM; GITLAB INC; GOLDMAN SACHS GROUP INC; GOLDMAN SACHS GROUP INC; HOME DEPOT INC; HOME DEPOT INC; INTUITIVE SURGICAL INC NEW; INTUITIVE SURGICAL INC NEW; INVESCO SENIOR LOAN ETF; INVESCO SENIOR LOAN ETF; INVESCO SENIOR LOAN ETF; INVESCO SENIOR LOAN ETF; INVESCO VARIABLE RATE PREFERRED ETF; INVESCO VARIABLE RATE PREFERRED ETF; INVESCO VARIABLE RATE PREFERRED ETF; INVESCO VARIABLE RATE PREFERRED ETF; INVESCO WTR RESOURCES ETF; INVESCO WTR RESOURCES ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; JPMORGAN CHASE & CO; JPMORGAN CHASE & CO; KKR & CO INC CL A; KKR & CO INC CL A; KROGER CO; LAM RESH CORP; LOWE'S COMPANIES INC; LULULEMON ATHLETICA INC; LULULEMON ATHLETICA INC; LVMH MOET HENNESSY ADR; MARVELL TECH INC; MARVELL TECH INC; MCDONALDS CORP COM; MERCK AND CO INC SHS; MERCK AND CO INC SHS; META PLATFORMS INC CLASS A COMMON STOCK; METLIFE INC COM; MICROSOFT CORP; MICROSOFT CORP; MICROSOFT CORP; NIKE INC CL B; NIKE INC CL B; NVIDIA; NVIDIA; PROCTER & GAMBLE CO; PROCTER & GAMBLE CO; PROGRESSIVE CRP OHIO; REAL ESTATE SELECT SECTOR SPDR FD SHS; REAL ESTATE SELECT SECTOR SPDR FD SHS; SECTOR SPDR CONSMRS STPL; SECTOR SPDR CONSMRS STPL; SECTOR SPDR UTILITIES; SECTOR SPDR UTILITIES; SPDR BLACKSTONE SENIOR LOAN ETF; SPDR BLACKSTONE SENIOR LOAN ETF; SPDR S P BIOTECH; SPDR S P BIOTECH; STARBUCKS CORP; SYNOPSYS INC; SYNOPSYS INC; VANECK SEMICONDUCTOR ETF; VANECK SEMICONDUCTOR ETF; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD MSCI EUROPEAN ETF; VANGUARD SMALL CAP; VANGUARD SMALL CAP; VERTEX PHARMCTLS INC; VERTEX PHARMCTLS INC; VERTIV HLDG CO; WALMART INC; WELLS FARGO & CO; WINGSTOP INC; WINGSTOP INC; ABBVIE INC SHS; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ALPHABET INC SHS CL C; AMAZON COM INC COM; AMAZON COM INC COM; AMN ELEC POWER CO; ANALOG DEVICES INC COM; APPLE INC; BANK OF AMERICA, NA RASP; BJS WHSL CLUB HLDGS INC; BLACKROCK INC REG SHS; BLACKSTONE INC; CALAMOS CONV & HIGH INC INCOME FUND; CALAMOS STRAT TOT RETURN FD; CATERPILLAR INC DEL; CHIPOTLE MEXICAN GRILL; COSTCO WHOLESALE CRP DEL; CROWDSTRIKE HLDGS INC CL A; EATON CORP PLC; ELI LILLY & CO; EMERSON ELEC CO; EQUINIX INC; GENL DYNAMICS CORP COM; GOLDMAN SACHS GROUP INC; HOME DEPOT INC; INTUITIVE SURGICAL INC NEW; INVESCO SENIOR LOAN ETF; INVESCO SENIOR LOAN ETF; INVESCO WTR RESOURCES ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES U.S. HOME CONSTRUCTION ETF; JPMORGAN CHASE & CO; KKR & CO INC CL A; KKR & CO INC CL A; LAM RESH CORP; LOWE'S COMPANIES INC; LULULEMON ATHLETICA INC; LULULEMON ATHLETICA INC; LVMH MOET HENNESSY ADR; MARVELL TECH INC; MARVELL TECH INC; MCDONALDS CORP COM; MERCK AND CO INC SHS; MERCK AND CO INC SHS; MICROSOFT CORP; NIKE INC CL B; NIKE INC CL B; NVIDIA; PROCTER & GAMBLE CO; PROGRESSIVE CRP OHIO; REAL ESTATE SELECT SECTOR SPDR FD SHS; SECTOR SPDR UTILITIES; SPDR S P BIOTECH; STARBUCKS CORP; UNITED RENTALS INC COM; VANECK SEMICONDUCTOR ETF; VANECK SEMICONDUCTOR ETF; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD MSCI EUROPEAN ETF; VANGUARD SMALL CAP; VANGUARD SMALL CAP; VERTEX PHARMCTLS INC; VERTEX PHARMCTLS INC; VERTIV HLDG CO; WALMART INC; WINGSTOP INC; ABBVIE INC SHS; ABBVIE INC SHS; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ADVNCD MICRO D INC; ALPHABET INC SHS CL C; ALPHABET INC SHS CL C; AMAZON COM INC COM; AMAZON COM INC COM; AMAZON COM INC COM; AMN ELEC POWER CO; ANALOG DEVICES INC COM; ANALOG DEVICES INC COM; APPLE INC; APPLE INC; BLACKROCK INC REG SHS; BLACKROCK INC REG SHS; BLACKSTONE INC; BLACKSTONE INC; BROADCOM INC; BROADCOM INC; BROADCOM INC; CADENCE DESIGN SYS INC; CADENCE DESIGN SYS INC; CALAMOS STRAT TOT RETURN FD; CATERPILLAR INC DEL; CATERPILLAR INC DEL; CHIPOTLE MEXICAN GRILL; CHIPOTLE MEXICAN GRILL; COCA COLA COM; COSTCO WHOLESALE CRP DEL; COSTCO WHOLESALE CRP DEL; CROWDSTRIKE HLDGS INC CL A; CROWDSTRIKE HLDGS INC CL A; DEERE & COMPANY - 07.125% MAR 03 2031; EATON CORP PLC; EATON CORP PLC; ELI LILLY & CO; ELI LILLY & CO; EMERSON ELEC CO; EMERSON ELEC CO; EQUINIX INC; EQUINIX INC; GITLAB INC; GOLDMAN SACHS GROUP INC GLB 06.125% FEB 15 2033; GOLDMAN SACHS GROUP INC; GOLDMAN SACHS GROUP INC; GOLDMAN SACHS GROUP INC; HOME DEPOT INC GLB 04.950% JUN 25 2034; HOME DEPOT INC GLB 04.850% JUN 25 2031; HOME DEPOT INC; HOME DEPOT INC; INTUITIVE SURGICAL INC NEW; INTUITIVE SURGICAL INC NEW; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES CORE U.S. AGGREGATE BOND ETF; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES IBOXX $ INVT GRADE CORP BD; ISHARES U.S. INSURANCE E; ISHARES U.S. INSURANCE E; ISHARES U.S. INSURANCE E; JPMORGAN CHASE & CO; JPMORGAN CHASE & CO; JPMORGAN CHASE & CO; KKR & CO INC CL A; KKR & CO INC CL A; KROGER CO; KROGER CO; LAM RESH CORP; LOWE'S COMPANIES INC; LOWE'S COMPANIES INC; LULULEMON ATHLETICA INC; LVMH MOET HENNESSY ADR; MARVELL TECH INC; MARVELL TECH INC; MARVELL TECH INC; MCDONALDS CORP COM; MERCK AND CO INC SHS; MERCK AND CO INC SHS; META PLATFORMS INC CLASS A COMMON STOCK; META PLATFORMS INC CLASS A COMMON STOCK; METLIFE INC COM; MICROSOFT CORP; MICROSOFT CORP; MORGAN ST DEAN WITTER GLB 07.250% APR 01 2032; NIKE INC CL B; NIKE INC CL B; NORTHERN TRUST CORP SUBORDINATED 06.125% NOV 0; NVIDIA; NVIDIA; NVIDIA; NVIDIA; NVIDIA; PALO ALTO NETWORKS INC COM; PARKER HANNIFIN CORP; PARKER HANNIFIN CORP; PROCTER & GAMBLE CO; PROCTER & GAMBLE CO; PROGRESSIVE CORP - 06.250% DEC 01 2032; PROGRESSIVE CRP OHIO; PROGRESSIVE CRP OHIO; PROGRESSIVE CRP OHIO; REAL ESTATE SELECT SECTOR SPDR FD SHS; REAL ESTATE SELECT SECTOR SPDR FD SHS; SALESFORCE INC; SALESFORCE INC; SANOFI ADR; SANOFI ADR; SECTOR SPDR UTILITIES; SECTOR SPDR UTILITIES; SPDR S P BIOTECH; SPDR S P BIOTECH; STARBUCKS CORP GLB 05.000% FEB 15 2034; STARBUCKS CORP; STARBUCKS CORP; SYNOPSYS INC; SYNOPSYS INC; UNITED RENTALS INC COM; UNITED RENTALS INC COM; US BANCORP; US BANCORP; USD BANK NOVA SCOTIA 5.650% FEB 01 2034; VANECK SEMICONDUCTOR ETF; VANGUARD EMERGING MARKET GOVERNMENT BOND ET; VANGUARD FTSE EMERGING MARKETS ETF; VANGUARD MSCI EUROPEAN ETF; VANGUARD SMALL CAP; VANGUARD SMALL CAP; VANGUARD SMALL CAP; VERTEX PHARMCTLS INC; VERTEX PHARMCTLS INC; VERTIV HLDG CO; VERTIV HLDG CO; VERTIV HLDG CO; WALMART INC; WALMART INC; WELLS FARGO & CO; WELLS FARGO & CO; WINGSTOP INC; WINGSTOP INC (Living Trust Investments) · over $1,000,000 · Stock
Bunzel-Hardie Family Living TrustLiving Trust
Family Living Trust · c/o O'Melveny 2 Embarcadero Cntr, SF, CA
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Rebecca C. Hardie (self - annual salary); Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA
Holds: See attached list (Living Trust Investments) · over $1,000,000 · Stock
Schedule C · Income and business positions 1
Source
Income
O'Melveny & Myers, LLP San Francisco, CA 94111 · Spouse/Partner in Law Firm · Two Embarcadero Center, 28th Floor
over $100,000 Spouse's or registered domestic partner's income
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
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0","NVIDIA","NVIDIA","NVIDIA","NVIDIA","NVIDIA","PALO ALTO NETWORKS INC COM","PARKER HANNIFIN CORP","PARKER HANNIFIN CORP","PROCTER & GAMBLE CO","PROCTER & GAMBLE CO","PROGRESSIVE CORP - 06.250% DEC 01 2032","PROGRESSIVE CRP OHIO","PROGRESSIVE CRP OHIO","PROGRESSIVE CRP OHIO","REAL ESTATE SELECT SECTOR SPDR FD SHS","REAL ESTATE SELECT SECTOR SPDR FD SHS","SALESFORCE INC","SALESFORCE INC","SANOFI ADR","SANOFI ADR","SECTOR SPDR UTILITIES","SECTOR SPDR UTILITIES","SPDR S P BIOTECH","SPDR S P BIOTECH","STARBUCKS CORP GLB 05.000% FEB 15 2034","STARBUCKS CORP","STARBUCKS CORP","SYNOPSYS INC","SYNOPSYS INC","UNITED RENTALS INC COM","UNITED RENTALS INC COM","US BANCORP","US BANCORP","USD BANK NOVA SCOTIA 5.650% FEB 01 2034","VANECK SEMICONDUCTOR ETF","VANGUARD EMERGING MARKET GOVERNMENT BOND ET","VANGUARD FTSE EMERGING MARKETS ETF","VANGUARD MSCI EUROPEAN ETF","VANGUARD SMALL CAP","VANGUARD SMALL CAP","VANGUARD SMALL CAP","VERTEX PHARMCTLS INC","VERTEX PHARMCTLS INC","VERTIV HLDG CO","VERTIV HLDG CO","VERTIV HLDG CO","WALMART INC","WALMART INC","WELLS FARGO & CO","WELLS FARGO & CO","WINGSTOP INC","WINGSTOP INC"]
Businesses & trusts · income_sources
["Rebecca C. Hardie (self - annual salary)","Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA"]
["Rebecca C. Hardie (self - annual salary) Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA"]
Businesses & trusts · income_sources
["Rebecca C. Hardie (self - annual salary)","Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA"]
["Rebecca C. Hardie (self - annual salary) Sharon Bunzel (spouse - annual income as partner at O'Melveny & Myers, 2 Embarcadero Cntr, SF, CA"]