California Files

Kenneth C Mennemeier › Form 700

Kenneth C Mennemeier: 2024 Annual statement

Annual 2024
Judge, Sacramento County Superior Court · due 2025-03-03
Filed
2025-01-06 · signed 01/06/2025 01:17 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (18 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 85

NameBusinessValue
Alphabet Inc. (Google)Internet; computer softwareover $1,000,000
AltabaLiquidation of Yahoo position in Alibaba$2,000–$10,000
Amazoninternet retailer$100,001–$1,000,000
AmgenBio-tech and bio-pharmaceuticals$10,001–$100,000
Apple Computerscomputers; software$10,001–$100,000
Archer Daniel MidlandAgricultural and food products$10,001–$100,000
Avalonbay Communitiesreal estate (REIT)$100,001–$1,000,000
BHPMining$10,001–$100,000
Black Hills CorporationElectric and gas utility$10,001–$100,000
Blackrockfinancial services; investment management$10,001–$100,000
Boeingaerospace$10,001–$100,000
Borg WarnerAuto parts and components$10,001–$100,000
Brookfield Asset MgmtReal Estate$2,000–$10,000
Cardinal HealthHealth insurance$10,001–$100,000
Caterpillar IncHeavy equipment$100,001–$1,000,000
Charles Schwab & Co.securities broker-dealer; financial industry$100,001–$1,000,000
Charles Schwab mutual fundsvariety of mutual funds · mutual funds$100,001–$1,000,000
ChevronOil and gas$10,001–$100,000
Cisco Systemscomputer equipment & technology$10,001–$100,000
CloroxHousehold cleaners and related products$10,001–$100,000
Colgate-Palmoliveconsumer goods$10,001–$100,000
Columbia mutual funds (held in Ameriprise account)Variety of mutual fund holdings · mutual funds$10,001–$100,000
ConocoPhillipsOil and gas$10,001–$100,000
Consolidated EdisonElectric Utility$10,001–$100,000
Constellation Energygas and electric energy (Baltimore area)$10,001–$100,000
Cortevaagricultural chemical and seed$10,001–$100,000
CVS Health Corpretail; pharmaceuticals$2,000–$10,000
Dowchemicals$10,001–$100,000
Duke Energyoil and gas$10,001–$100,000
DuPontchemicals$10,001–$100,000
Essex PropertyREIT$10,001–$100,000
Exelonelectric power generation$10,001–$100,000
Exxon Mobiloil and gas$10,001–$100,000
General Millsfood products$2,000–$10,000
HealthPeak PropertiesHealthcare REIT$10,001–$100,000
Investco QQQETF concentrating in technology sector$100,001–$1,000,000
Janus mutual funddiversified · mutual fund$10,001–$100,000
JP Morgan Chasefinancial services$10,001–$100,000
Kellanovafood; cereals; successor to Kellogg cereals$10,001–$100,000
Kimberly Clarkpaper and consumer products$10,001–$100,000
Kinder Morganoil and gas pipelines$10,001–$100,000
MedtronicMedical equipment and supplies$10,001–$100,000
MerckPharmaceuticals$10,001–$100,000
MicrosoftComputer softwareover $1,000,000
Mondelezfood products$2,000–$10,000
Oakmark Equity & Income Fundmutual fund · mutual fund$2,000–$10,000
Occidental PetroleumOil and gas$100,001–$1,000,000
Old Second Bancorpregional bank$10,001–$100,000
Oraclecomputer software$10,001–$100,000
Paychexpayroll software$100,001–$1,000,000
Pepsico Inc.soft drinks & food products$100,001–$1,000,000
PfizerPharmaceuticals$2,000–$10,000
PG&Egas and electric utilities$10,001–$100,000
Phillips 66Oil and gas$10,001–$100,000
PNC Financialfinancial industry$10,001–$100,000
Procter & GambleHousehold goods$100,001–$1,000,000
Prologis (formerly Duke REIT)real estate investment trust · mutual fund/REIT$10,001–$100,000
Proshares S&P 500 Dividend Funddiversified ETF$10,001–$100,000
Public Service Enterprise GroupDiversified energy company$10,001–$100,000
Schwab mutual funds + ETF fundsdiversified · mutual funds + ETFs$10,001–$100,000
Sonoco Productspackaging supplies & materials$10,001–$100,000
Stifel Financial Corp.financial services$100,001–$1,000,000
Stryker Corp.Medical supplies and equipment$100,001–$1,000,000
Syscorestaurant equipment and services$10,001–$100,000
Travelers Companiesinsurance$10,001–$100,000
UGI Corporationnatural gas and electricity supplier$2,000–$10,000
United Health Groupinsurance$10,001–$100,000
US Bancorpfinancial services$10,001–$100,000
Vanguard mutual funds + ETFsvariety of diversified mutual funds + ETFs · mutual fundsover $1,000,000
Varex Imaging Corp.medical science$2,000–$10,000
Verizontelecommunications$10,001–$100,000
Vodafone Grouptelecommunications$2,000–$10,000
Walmartconsumer retail$100,001–$1,000,000
Walt Disney Co.film and entertainment$10,001–$100,000
Waste Connectionsgarbage disposal$10,001–$100,000
Waters CorporationAnalytic laboratory instrument manufacturing$10,001–$100,000
Wells Fargo Bankfinancial services$10,001–$100,000
Xcel Energynatural gas utility$10,001–$100,000
Zoomcomputer software; video conference technology$2,000–$10,000
Berkshire Hathaway, Class B sharesdiversified; conglomorate$2,000–$10,000
acquired 2024-09-16
Brookfield Corporationreal estate (spin off from Brookfield Asset Mgmt)$10,001–$100,000
acquired 2024-01-01
Costcowholesale; retail; consumer & household goods$2,000–$10,000
acquired 2024-08-26
Nvidiacomputer chips$2,000–$10,000
acquired 2024-09-03
Palo Alto Networkscomputer software$2,000–$10,000
acquired 2024-06-13
American Expressconsumer credit; credit card$2,000–$10,000
acquired 2024-11-11

Schedule B · Real property 2

PropertyValueRental income
home address (confidential), Sacramento County
Ownership/Deed of Trust
over $1,000,000—
single-family residential property (approx 50% int), Seattle, WA
Ownership/Deed of Trust
$100,001–$1,000,000$0–$499
Co-purchaser of property with one of our children. Child resides in home; does not pay interest.

Schedule C · Income and business positions 1

SourceIncome
Law Office of Mark Swanson
law firm · None; this is my spouse's place of employment. · 1001 G Street, Sacramento, CA 95814
$1,001–$10,000
Salary