Coates Family Trust trust · from the PDF
PO Box 14236, San Luis Obispo, CA 93406
Value — · gross income $500–$1,000
Holds: Chevron (Chevron Stock) · $10,001–$100,000 · Stock
Tana L Coates › Form 700
Tana L Coates: 2024 Annual statement
- Annual 2024
- Judge, San Luis Obispo County Superior Court · due 2025-03-03
- Filed
- 2025-02-04 · signed 02/04/2025 11:00 AM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (10 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 30
| Name | Business | Value | |
|---|---|---|---|
| Amazon (Greg) | Online · Tana Acquired 7/10/13 - Disposed 03/08/19 | $10,001–$100,000 | |
| Apple | Technology · Tana Acquired 10/22/14 - Disposed 03/08/19 | $2,000–$10,000 | |
| APPLE INC SR FXD RT NT 4.450% 05/06/44 B/E DTD 0 | Technology · Corporate Bond (Greg) | $10,001–$100,000 | |
| Archer Daniels Midland | Consumer Goods · Tana Acquired 12/6/10 - Disposed 03/08/19 | $2,000–$10,000 | |
| Bank of America | Finance/Banking · Tana Acquired 08/30/16 - Disposed 03/08/19 | $10,001–$100,000 | |
| BERKSHIRE HATHAWAY INC DEL FXD RT SR NT 3.125% 03/15/26 B/E DTD 03/15/16 C | Multinational Conglomerate · Corporate Bond - (Greg) | $10,001–$100,000 | |
| Celgene Corp | Pharmaceutical · Tana Acquired 08/30/16 - Disposed 03/08/19 | $2,000–$10,000 | |
| Chevron - (Held in Trust) | Oil/Gas | $2,000–$10,000 | |
| Chicos Fashion Inc Com | Clothing · Tana Acquired 3/17/11 - Disposed 03/08/19 | $2,000–$10,000 | |
| Citigroup | Finance/Banking · Tana Acquired 8/30/16 - Disposed 03/08/19 | $2,000–$10,000 | |
| Colgate Palmolive | Pharmaceutical · Tana Acquired 12/6/10 - Disposed 03/08/19 | $2,000–$10,000 | |
| COMCAST CORP GTD FXD RT NT 4.400% 08/15/35 B/E DTD 05/27/15 CLB | Telecommunications · Corporate Bond - (Greg) | $10,001–$100,000 | |
| Cummins, Inc. | Diesel Engine/Heavy Equipment · Tana Acquired 7/10/13 - Disposed 03/08/19 | $2,000–$10,000 | |
| DEERE &CO SR NT 3.900% 06/09/42 B/E DTD 06/08/12 CLB | Machinery/Manufacturing/Retail · Corporate Bond - (Greg) | $10,001–$100,000 | |
| GENERAL ELEC CAP CORP INTERNOTES FIXED RATE 3.550% 12/15/32 B/E DTD 12/0 | Multinational Conglomerate · Corporate Bond (Greg) | $10,001–$100,000 | |
| GENERAL ELEC CAP CORP INTERNOTES FIXED RATE NTS 4.650% 08/15/26 | Multinational Conglomerate · Corporate Bond (Greg) | $10,001–$100,000 | |
| GENERAL ELEC CAP CORP INTERNOTES FIXED RT 4.000% 04/15/29 B/E DTD 04/03/1 | Multinational Conglomerate · Corporate Bond (Tana) | $10,001–$100,000 | |
| GOLDMAN SACHS GROUP INC MEDIUM TERM NTS FXD RATE ENTRY FIXED RT NT S | Financial · Corporate Bond(Greg) | $10,001–$100,000 | |
| HERSHEY CO DEB 7.200% 08/15/27 B/E DTD 08/26/97 | Food/Chocolate Retail/Manufacturer · Corporate Bond (Greg) | $10,001–$100,000 | |
| Johnson &Johnson | Pharmaceutical · Tana Acquired 12/6/10 - Disposed 03/08/19 | $2,000–$10,000 | |
| Mastercard Inc | Finance/Banking · Tana Acquired 12/9/10 - Disposed 03/08/19 | $2,000–$10,000 | |
| MICROSOFT CORP FXD RT NT 3.500% 02/12/35 B/E DTD 02/12/15 CLB | Technology · Corporate Bond (Greg) | $10,001–$100,000 | |
| Nike Inc | Clothing/Apparel · Tana Acquired 7/10/13 - Disposed 03/08/19 | $2,000–$10,000 | |
| ORACLE CORP FXD RT NT 2.95% 05/15/30 B/E DTD 05/05/15 CLB | Technology · Corporate Bond (Greg) | $10,001–$100,000 | |
| ORACLE CORP FXD RT NT 3.25% 05/15/25 B/E DTD 05/05/15 CLB | Technology · Corporate Bond (Tana) | $10,001–$100,000 | |
| ORACLE CORP FXD RT SR NT 4.300% 07/08/34 B/E DTD 07/08/14 CLB | Technology · Corporate Bond (Greg) | $10,001–$100,000 | |
| SAFEWAY INC SR 30 YEAR DEB 7.450% 09/15/27 | Grocery Retail · Corporate Bond (Greg) | $10,001–$100,000 | |
| Signet Jeweler | International Jeweler · Tana Acquired 08/30/16 - Disposed 03/08/19 | $2,000–$10,000 | |
| WASTE MGMT INC DEL GTD SR NT 3.900% 03/01/35 (Greg) | Multinational Conglomerate · Corporate Bond (Greg) | $10,001–$100,000 | |
| WASTE MGMT INC DEL GTD SR NT 3.900% 03/01/35 B/E DTD 02/26/15 CLB | Waste Solutions · Corporate Bond (Greg) | $10,001–$100,000 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 2
| Property | Value | Rental income | |
|---|---|---|---|
| 170 Kai Ali Drive, Lahaina, Maui, HI Timeshare/1 week per year | $10,001–$100,000 | — | |
| 3838 Wyllie Road, Princeville, Kauai, HI Timeshare/ 1week, once every 2 years | $10,001–$100,000 | — |
Schedule C · Income and business positions 3
| Source | Income | |
|---|---|---|
| Law Office of Greg A. Coates Law Corporation · Attorney/SEMI RETIRED · PO Box 14236, San Luis Obispo, CA 93406 | $10,001–$100,000 Spouse's or registered domestic partner's income | |
| San Luis Obispo County Superior Court Judge - County of San Luis Obispo · 1035 Palm Street, San Luis Obispo, CA 93408 | $10,001–$100,000 Salary | |
| State of California Judge · 455 Goldengate Avenue, San Francisco, CA 94102 | over $100,000 Salary |
The filer's comments
B Both items reported are timeshares only, 1/52 Ownership at 1 week per year.
C This information reflects community property income from spouse's law firm only.