California Files

Mark T. Smith › Form 700

Mark T. Smith: 2025 Annual statement

Annual 2025
Judge, Kern County Superior Court · due 2026-03-02
Filed
2026-02-28 · signed 02/28/2026 01:20 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (42 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 195

NameBusinessValue
Abbott LaboratoriesHealth Care Equipment · ETF Holding$2,000–$10,000
disposed 2025-03-06
AbbVie IncBiotechnology · ETF Holding$2,000–$10,000
disposed 2025-03-06
ABBVIE, INC.PUBLICLY TRADED COMPANY$10,001–$100,000
Aflac IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Aflac IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
AFLAC, INC.INSURANCE$10,001–$100,000
Allstate CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
ALPHABET INC, CL ATECHNOLOGY$10,001–$100,000
disposed 2025-03-06
American Express CoFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
American Financial Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
American International Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Ameriprise Financial, Inc.Financial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Amgen IncBiotechnology · ETF Holding$2,000–$10,000
disposed 2025-03-06
ANGLO AMERICAN PLC TICKER AALMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Aon PLC Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Apollo Global Management Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
APPLE, INC.COMPUTER TECHNOLOGY$10,001–$100,000
disposed 2025-06-12
Arch Capital Group LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Arthur J. Gallagher & CoFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Arthur J. Gallagher & CoFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Assurant IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Assured Guaranty LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
AT&TTELECOMMUNICATIONS$10,001–$100,000
disposed 2025-06-11
Axis Capital Holdings LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Baker Hughes Co Class AEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
BANK OF AMERICABANKING$10,001–$100,000
disposed 2025-02-13
Bank of America CorpFinancial Services · ETF Holding$10,001–$100,000
disposed 2025-03-06
Bank of New York Mellon CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Berkshire Hathaway Inc Class BFinancial Services · ETF Holding$10,001–$100,000
disposed 2025-03-06
BHP GROUP LTD TICKER BHPMATERIALS · ETF Holding$10,001–$100,000
disposed 2025-03-06
BlackRock IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Blackstone IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
BOEINGAEROSPACE$100,001–$1,000,000
Boston Scientific CorpHealth Care Equipment · ETF Holding$2,000–$10,000
disposed 2025-03-06
Brighthouse Financial Inc Registered Shs When IssuedFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
BRISTOL MYERS SQUIBBPHARMACEUTICALS$100,001–$1,000,000
Bristol-Myers Squibb CoPharmaceuticals · ETF Holding$2,000–$10,000
disposed 2025-03-06
BROADCOM, INC.TECHNOLOGY$2,000–$10,000
Brown & Brown IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Capital One Financial CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Charles Schwab CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Chevron CorpEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
CHEVRON, INC.OIL & GASover $1,000,000
Chubb LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Chubb LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
CIA VALE DO RIO DOCE SH TICKER VALE3MATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Cincinnati Financial CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Citigroup IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
CITIZENS FINANCIAL GROUP INCFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
CME Group Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
CNO Financial Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
COCA-COLA, INC.CONSUMER PRODUCTS$10,001–$100,000
CONOCO PHILLIPSOIL & GAS$2,000–$10,000
ConocoPhillipsEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
CORTEVA, INC.PUBLICLY TRADED COMPANY$2,000–$10,000
Coterra Energy Inc Ordinary SharesEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
CULLEN FROST BANKERS INCFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Danaher CorpLife Sciences Tools & Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Devon Energy CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Diamondback Energy IncEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Dow Inc.Basic Materials$2,000–$10,000
DUPONT, INC.CHEMICALS$2,000–$10,000
EAST WEST BANCORP INCFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Edison InternationalElectrical Utility Holding Company$10,001–$100,000
disposed 2025-02-04
ELECTRONIC ARTS, INC.TECHNOLOGY$10,001–$100,000
Eli Lilly & CoPharmaceuticals · ETF Holding$10,001–$100,000
disposed 2025-03-06
Enstar Group LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
EOG Resources IncEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
EQT CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Erie Indemnity Co Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Everest Group LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Exxon Mobil CorpEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
Fidelity National Financial IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
FIFTH THIRD BANCORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
First American Financial CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
FIRST CITIZENS BANCSHARES INC CLASFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
FIRST HORIZON CORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Fiserv IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
FORTESCUE LTD TICKER FMGMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
FREEPORT MCMORAN INC TICKER FCXMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
GENERAL DYNAMICS CORPAEROSPACE$10,001–$100,000
disposed 2025-03-06
Genworth Financial IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Gilead Sciences IncBiotechnology · ETF Holding$2,000–$10,000
disposed 2025-03-06
GLENCORE PLC TICKER GLENMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Globe Life IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Goosehead Insurance Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
GRUPO MEXICO B TICKER GMEXICOBMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Halliburton CoEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Hess CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
HOME DEPOT, INC.HARDWARE RETAIL$10,001–$100,000
HUNTINGTON BANCSHARES INCFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
INGERSOLL RAND, PLCPUBLICLY TRADED COMPANY$2,000–$10,000
Intercontinental Exchange IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Intuitive Surgical IncHealth Care Equipment · ETF Holding$2,000–$10,000
disposed 2025-03-06
Johnson & JohnsonPharmaceuticals · ETF Holding$2,000–$10,000
disposed 2025-03-06
JOHNSON & JOHNSONPHARMACEUTICALS$10,001–$100,000
JPMorgan Chase & CoFinancial Services · ETF Holding$10,001–$100,000
disposed 2025-03-06
Kemper CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
KEYCORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Kinder Morgan Inc Class PEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
Kinsale Capital Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
KKR & Co Inc Ordinary SharesFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
KROGERCONSUMER RETAIL$2,000–$10,000
disposed 2025-02-13
Lemonade Inc Ordinary SharesFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Lincoln National CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Loews CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
M&T BANK CORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Marathon Petroleum CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Markel Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Marsh & McLennan Companies IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Marsh & McLennan Companies IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Mastercard Inc Class AFinancial Services · ETF Holding$10,001–$100,000
disposed 2025-03-06
MCDONALD'S CORPCONSUMER RETAIL$10,001–$100,000
disposed 2025-02-13
Merck & Co IncPharmaceuticals · ETF Holding$2,000–$10,000
disposed 2025-03-06
Mercury General CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
MetLife IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
MICROSOFTTECHNOLOGY$100,001–$1,000,000
Moodys CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Morgan StanleyFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
MOTOROLA SOLUTIONS, INC NEWTECHNOLOGY$10,001–$100,000
NEXTERA ENERGYOIL & GAS$10,001–$100,000
NIPPON STEEL CORP TICKER 5401MATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
NUCOR CORP TICKER NUEMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
OCCIDENTAL PETROLEUMOIL & GAS$10,001–$100,000
Occidental Petroleum CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
Old Republic International CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
ONEOK IncEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
ORACLE CORPTECHNOLOGY$10,001–$100,000
Oscar Health Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Palomar Holdings IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
PayPal Holdings IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
PEPSICO, INC.CONSUMER PRODUCTS$10,001–$100,000
Pfizer IncPharmaceuticals · ETF Holding$2,000–$10,000
disposed 2025-03-06
Phillips 66Energy · ETF Holding$2,000–$10,000
disposed 2025-03-06
PINNACLE FINANCIAL PARTNERS INCFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
PNC Financial Services Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
PNC FINANCIAL SERVICES GROUP INCFinancials · ETF Holding$10,001–$100,000
disposed 2025-03-06
Primerica IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Principal Financial Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
PROCTOR & GAMBLEPHARMACEUTICALS$100,001–$1,000,000
Progressive CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Progressive CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Prudential Financial IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
PUBLIC STORAGE, INC.CONSUMER PRODUCTS$10,001–$100,000
REGIONS FINANCIAL CORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Reinsurance Group of America IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
RELIANCE STEEL & ALUMINUM TICKER RSMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
RenaissanceRe Holdings LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
RIO TINTO LTD TICKER RIOMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
RIO TINTO PLC TICKER RIOMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
RLI CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Ryan Specialty Holdings Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
S&P Global IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
SAUDI ARABIAN MINING TICKER 1211MATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Schlumberger LtdEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
SCHLUMBERGER, LTD.OIL & GAS$2,000–$10,000
disposed 2025-02-13
Selective Insurance Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
SEMPRA ENERGYOIL & GAS$100,001–$1,000,000
SPDR Gold Shares Ticker GLDCommodities Focused · ETF Holding$100,001–$1,000,000
disposed 2025-03-06
STEEL DYNAMICS INC TICKER STLDMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Stryker CorpHealth Care Equipment · ETF Holding$2,000–$10,000
disposed 2025-03-06
STRYKER, INC.MEDICAL PRODUCT$2,000–$10,000
disposed 2025-03-06
T. ROWE PRICE GRPFINANCIAL$10,001–$100,000
Targa Resources CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
TECK RESOURCES SUBORDINATE VOTING TICKER TECK.BMATERIALS · ETF Holding$2,000–$10,000
disposed 2025-03-06
Texas Pacific Land CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Baldwin Insurance Group Inc Class AFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Goldman Sachs Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Hanover Insurance Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Hartford Financial Services Group IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Travelers Companies IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
The Travelers Companies IncFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Thermo Fisher Scientific IncLife Sciences Tools & Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
TRANE TECHNOLOGIESHVAC SYSTEMS$10,001–$100,000
Truist Financial CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
TRUIST FINANCIAL CORPFinancials · ETF Holding$10,001–$100,000
disposed 2025-03-06
U.S. BancorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
UnitedHealth Group IncManaged Health Care · ETF Holding$2,000–$10,000
disposed 2025-03-06
Unum GroupFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
US BANCORPFinancials · ETF Holding$10,001–$100,000
disposed 2025-03-06
Valero Energy CorpEnergy · ETF Holding$2,000–$10,000
disposed 2025-03-06
VERIZON COMMUNICATIONSTELECOMMUNICATIONS$100,001–$1,000,000
disposed 2025-06-11
Visa Inc Class AFinancial Services · ETF Holding$10,001–$100,000
disposed 2025-03-06
VISA, INC. CL AFINANCIAL PRODUCTS$10,001–$100,000
WALMARTCONSUMER RETAIL$2,000–$10,000
disposed 2025-02-13
Walt Disney Co.Entertainment$10,001–$100,000
WEBSTER FINANCIAL CORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
Wells Fargo & CoFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
WESTERN ALLIANCEFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
White Mountains Insurance Group LtdFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
Williams Companies IncEnergy · ETF Holding$10,001–$100,000
disposed 2025-03-06
Willis Towers Watson PLCFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
WINTRUST FINANCIAL CORPFinancials · ETF Holding$2,000–$10,000
disposed 2025-03-06
WR Berkley CorpFinancial Services · ETF Holding$2,000–$10,000
disposed 2025-03-06
QNITY ELECTRONICSElectronics$2,000–$10,000
acquired 2025-11-01

Schedule A-2 · Businesses & trusts (10% or more) 3

Emma C. Conron Trust trust

2804 Cormier Dr, Bakersfield, CA 93311

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

Sources of $10,000+: JP Oil Prodcution Co.

Holds: Mineral Royalty Interest (18000 Rio Bravo/Webber Lease) · $10,001–$100,000 · Property Ownership/Deed of Trust

Esther Hay Crites Trust trust

2804 Cormier Dr., Bakersfield, CA 93311

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

Sources of $10,000+: JP Oil Production Co.

Holds: Mineral Royalty Interest (18000 Rio Bravo/Webber Lease) · $10,001–$100,000 · Property Ownership/Deed of Trust

JSTC, LLC LLC · from the PDF

Real Estate · 2804 Cormier Dr., BAKERSFIELD, CA 93311 · MEMBER (SPOUSE)

Value $100,001–$1,000,000 · gross income $10,001–$100,000

Holds: RENT ON PROPERTIES IDENTIFIES ON SCHEDULE B (See Schedule B) · $100,001–$1,000,000 · Stock

Schedule B · Real property 2

PropertyValueRental income
005-491-11, BAKERSFIELD, CA
Ownership/Deed of Trust
$10,001–$100,000$10,001–$100,000
006-011-04, BAKERSFIELD, CA
Ownership/Deed of Trust
$100,001–$1,000,000$10,001–$100,000

Schedule C · Income and business positions 8

SourceIncome
Bristol Myers Squibb Co.
Pharmaceuticals · Shareholder · Princeton, NJ
$1,001–$10,000
Other: Dividend payment
Chevron Corp.
Oil & Gas · Shareholder (Spouse) · 1400 Smith St, Houston, CA 77002
$10,001–$100,000
Other: Dividend payment
JSTC, LLC
Real Estate · Member (Spouse) · 2804 Cormier Dr.
$500–$1,000
Salary
Occidental Petroleum
Oil & Gas · Shareholder (Spouse) · Houston, Tx
$500–$1,000
Other: Dividend payment
Procter & Gamble Co.
Consumer products · Shareholder · Cincinnati, Ohio
$1,001–$10,000
Other: Dividend payment
Public Storage, Inc.
Real Estate · Shareholder (Spouse) · 701 Western Ave., Glendate, CA 91201
$500–$1,000
Other: Dividend payment
Sempra Energy
Oil & Gas · Shareholder (Spouse) · 488 Eighth Ave., San Diego, CA
$1,001–$10,000
Other: Dividend payment
Verizon Communications, Inc.
Telecommunications · Shareholder (Spouse) · New York, NY
$1,001–$10,000
Other: Dividend payment