Jeffrey S Ross › Form 700
Jeffrey S Ross: 2024 Annual statement
- Annual 2024
- Judge, San Francisco County Superior Court · due 2025-03-03
- Filed
- 2025-02-05 · signed 02/05/2025 12:39 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (25 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 124
| Name | Business | Value | |
|---|---|---|---|
| ChampionX Corp | Energy | $2,000–$10,000 acquired 2024-01-23 | |
| ChampionX Corp | Energy | $2,000–$10,000 disposed 2024-04-04 | |
| Celanese | Basic Materials · Bond | $10,001–$100,000 acquired 2024-01-24 | |
| Inter Parfums | Consumer Defensive | $2,000–$10,000 acquired 2024-01-25 | |
| Thermo Fisher | Health Care · Bond | $10,001–$100,000 acquired 2024-02-07 | |
| Axcelis Technologies | Information Technology | $2,000–$10,000 acquired 2024-02-15 | |
| Axcelis Technologies | Information Technology | $2,000–$10,000 acquired 2024-02-15 disposed 2024-12-05 | |
| IBM | Information Technology | $10,001–$100,000 acquired 2024-02-20 | |
| IBM | Information Technology | $10,001–$100,000 acquired 2024-05-07 | |
| IBM | Information Technology | $10,001–$100,000 acquired 2024-05-09 | |
| Lockheed Martin | Industrials | $10,001–$100,000 acquired 2024-02-20 | |
| Lockheed Martin | Industrials | $10,001–$100,000 disposed 2024-10-03 | |
| Wabtec | Industrials | $10,001–$100,000 acquired 2024-02-26 | |
| Wabtec | Industrials | $10,001–$100,000 acquired 2024-02-26 disposed 2024-05-06 | |
| Hershey | Consumer Defensive | $10,001–$100,000 acquired 2024-03-06 | |
| Hershey | Consumer Defensive | $10,001–$100,000 disposed 2024-11-22 | |
| Stride | Consumer Defensive | $2,000–$10,000 acquired 2024-03-20 | |
| Aon | Financial Services | $10,001–$100,000 acquired 2024-03-21 | |
| Aon | Financial Services | $10,001–$100,000 acquired 2024-03-21 disposed 2024-11-04 | |
| Commercial Metals | Basic Materials | $2,000–$10,000 acquired 2024-03-22 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 acquired 2024-04-16 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 acquired 2024-07-31 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 acquired 2024-10-31 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 disposed 2024-04-15 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 acquired 2024-04-16 disposed 2024-07-31 | |
| U.S. Treasury | Government Bonds · Bond | $10,001–$100,000 acquired 2024-07-31 disposed 2024-10-31 | |
| Viper Energy | Energy | $2,000–$10,000 acquired 2024-04-23 | |
| Nvidia | Information Technology | $10,001–$100,000 acquired 2024-04-25 | |
| Nvidia | Information Technology | $10,001–$100,000 acquired 2024-12-17 | |
| Wheaton Precious Metals | Basic Materials | $10,001–$100,000 acquired 2024-04-25 | |
| Arthur J Gallagher | Financial Services | $10,001–$100,000 acquired 2024-05-06 | |
| Danaher | Health Care | $10,001–$100,000 acquired 2024-05-06 | |
| Oracle | Information Technology | $10,001–$100,000 acquired 2024-05-06 | |
| Federal Signal | Industrials | $2,000–$10,000 acquired 2024-05-10 | |
| Abbvie | Health Care | $10,001–$100,000 acquired 2024-05-16 | |
| HollyFrontier | Energy · Bond | $10,001–$100,000 acquired 2024-05-16 | |
| Ally Financial | Financial Services · Bond | $10,001–$100,000 acquired 2024-05-21 | |
| Dollar General | Consumer Defensive · Bond | $10,001–$100,000 acquired 2024-05-21 | |
| Huntsman International | Basic Materials · Bond | $10,001–$100,000 acquired 2024-05-21 | |
| Jabil | Information Technology · Bond | $10,001–$100,000 acquired 2024-05-21 | |
| Steel Dynamics | Basic Materials · Bond | $10,001–$100,000 acquired 2024-05-21 | |
| Progress Software | Information Technology | $2,000–$10,000 acquired 2024-06-06 | |
| GXO Logistics | Industrials · Bond | $10,001–$100,000 acquired 2024-06-18 | |
| Cisco | Information Technology | $10,001–$100,000 acquired 2024-07-18 | |
| American States Water | Utilities | $2,000–$10,000 acquired 2024-07-26 | |
| Haemonetics | Health Care | $2,000–$10,000 acquired 2024-07-26 | |
| Haemonetics | Health Care | $2,000–$10,000 acquired 2024-07-26 disposed 2024-12-19 | |
| Cactus | Energy | $2,000–$10,000 acquired 2024-09-20 | |
| Globe Life | Financial Services · Bond | $10,001–$100,000 acquired 2024-10-17 | |
| Mueller Water Products | Industrials | $2,000–$10,000 acquired 2024-10-17 | |
| Chubb Corporation | Financial Services | $10,001–$100,000 acquired 2024-11-04 | |
| Kinder Morgan | Energy · Bond | $10,001–$100,000 acquired 2024-11-04 | |
| Schlumberger | Energy | $10,001–$100,000 acquired 2024-11-21 | |
| Procter & Gamble | Consumer Defensive | $10,001–$100,000 acquired 2024-11-22 | |
| Ingersoll Rand | Industrials | $10,001–$100,000 acquired 2024-12-17 | |
| Arconic | Industrials · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Barrick Gold | Basic Materials · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Brady | Industrials | $2,000–$10,000 acquired 2024-12-19 | |
| Cintas Corporation | Industrials · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Eli Lilly | Health Care · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Lockheed Martin | Industrials · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Masco | Industrials · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Merit Medical Systems | Health Care | $2,000–$10,000 acquired 2024-12-19 | |
| MetLife | Financial Services · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Radian Group | Financial Services · Bond | $10,001–$100,000 acquired 2024-12-19 | |
| Standex International | Industrials | $2,000–$10,000 acquired 2024-12-19 | |
| U.S. Treasury | Government Bonds · Bond | $100,001–$1,000,000 disposed 2024-01-02 | |
| Bitcoin Investment Trust | Digital Assets | $10,001–$100,000 disposed 2024-01-03 | |
| Bank of America | Financial Services · Bond | $10,001–$100,000 disposed 2024-01-22 | |
| LeMaitre Vascular | Health Care | $2,000–$10,000 disposed 2024-01-23 | |
| Five Below | Consumer Cyclical | $2,000–$10,000 disposed 2024-01-25 | |
| VEREIT | Real Estate · Bond | $10,001–$100,000 disposed 2024-02-06 | |
| Siteone Landscape Supply | Industrials | $2,000–$10,000 disposed 2024-02-07 | |
| Instructure | Information Technology | $2,000–$10,000 disposed 2024-02-15 | |
| Waste Management | Industrials | $10,001–$100,000 disposed 2024-02-20 | |
| Waste Management | Industrials | $10,001–$100,000 disposed 2024-02-26 | |
| Waste Management | Industrials | $10,001–$100,000 disposed 2024-07-18 | |
| Costco | Consumer Defensive | $10,001–$100,000 disposed 2024-03-06 | |
| Meta Platforms | Information Technology | $2,000–$10,000 disposed 2024-03-14 | |
| Steel Dynamics | Basic Materials | $2,000–$10,000 disposed 2024-03-20 | |
| Progressive | Financial Services | $10,001–$100,000 disposed 2024-03-21 | |
| Pentair | Industrials | $2,000–$10,000 disposed 2024-03-22 | |
| Pentair | Industrials | $2,000–$10,000 disposed 2024-05-10 | |
| ShockWave Medical | Health Care | $2,000–$10,000 disposed 2024-04-04 | |
| Meta Platforms | Information Technology | $10,001–$100,000 disposed 2024-04-24 | |
| Arista Networks | Information Technology | $10,001–$100,000 disposed 2024-04-25 | |
| Franco-Nevada | Basic Materials | $10,001–$100,000 disposed 2024-04-25 | |
| Comcast | Communication Services | $10,001–$100,000 disposed 2024-05-07 | |
| Comcast | Communication Services | $10,001–$100,000 disposed 2024-05-09 | |
| Paypal | Financial Services | $10,001–$100,000 disposed 2024-05-09 | |
| Etsy | Consumer Cyclical | $2,000–$10,000 disposed 2024-05-10 | |
| Celgene | Health Care · Bond | $10,001–$100,000 disposed 2024-05-15 | |
| Autozone | Consumer Cyclical | $10,001–$100,000 disposed 2024-05-16 | |
| SPDR Gold Shares | Basic Materials | $10,001–$100,000 disposed 2024-05-23 | |
| Healthcare Services Group | Health Care | $2,000–$10,000 disposed 2024-06-06 | |
| Flowers Foods | Consumer Defensive | $2,000–$10,000 disposed 2024-06-14 | |
| Lexington Realty | Real Estate · Bond | $10,001–$100,000 disposed 2024-06-15 | |
| Crocs | Consumer Cyclical | $2,000–$10,000 disposed 2024-07-26 | |
| Texas Roadhouse | Consumer Cyclical | $2,000–$10,000 disposed 2024-07-26 | |
| Lululemon Athletica | Consumer Cyclical | $10,001–$100,000 disposed 2024-07-30 | |
| Qualcomm | Information Technology | $10,001–$100,000 disposed 2024-07-30 | |
| Deere & Co | Industrials | $10,001–$100,000 disposed 2024-07-31 | |
| Lowes Companies | Consumer Cyclical | $10,001–$100,000 disposed 2024-07-31 | |
| Merck | Health Care | $10,001–$100,000 disposed 2024-07-31 | |
| Merck | Health Care | $10,001–$100,000 disposed 2024-11-21 | |
| CSW Industrials | Industrials | $2,000–$10,000 disposed 2024-09-20 | |
| United Health Group | Health Care · Bond | $10,001–$100,000 disposed 2024-10-15 | |
| F&G Annuities | Financial Services | $2,000–$10,000 disposed 2024-10-17 | |
| Addus HomeCare | Health Care | $2,000–$10,000 disposed 2024-10-31 | |
| Hamilton Lane | Financial Services | $2,000–$10,000 disposed 2024-10-31 | |
| KLA Tencor | Information Technology · Bond | $10,001–$100,000 disposed 2024-11-01 | |
| Baldwin Insurance | Financial Services | $2,000–$10,000 disposed 2024-11-14 | |
| California State | Municipal Bonds · Bond | $10,001–$100,000 disposed 2024-12-04 | |
| California State GO | Municipal Bonds · Bond | $10,001–$100,000 disposed 2024-12-04 | |
| Acadia Pharma | Health Care | $2,000–$10,000 disposed 2024-12-05 | |
| Pacira Pharmaceuticals | Health Care | $2,000–$10,000 disposed 2024-12-05 | |
| The Bancorp | Financial Services | $2,000–$10,000 disposed 2024-12-11 | |
| Applied Industrial Technologies | Information Technology | $2,000–$10,000 disposed 2024-12-19 | |
| Archer Daniels Midland | Consumer Defensive · Bond | $10,001–$100,000 disposed 2024-12-19 | |
| Best Foods Unilever | Consumer Defensive · Bond | $10,001–$100,000 disposed 2024-12-19 | |
| Booking Holdings | Consumer Cyclical · Bond | $10,001–$100,000 disposed 2024-12-19 | |
| Target | Consumer Defensive · Bond | $10,001–$100,000 disposed 2024-12-19 | |
| Verizon | Communication Services · Bond | $10,001–$100,000 disposed 2024-12-19 | |
| Kinder Morgan | Energy | $10,001–$100,000 disposed 2024-12-20 |
Schedule D · Gifts 1
| From | Gifts | Total | |
|---|---|---|---|
| San Francisco Trial Lawyers Association · from the PDF 605 Market St. # 305 San Francisco CA 94105 | 2024-10-25 · attend annual judges dinner · $300 | $300 |
Schedule E · Travel paid by others 2
| Paid by | Trip | Amount | |
|---|---|---|---|
| Los Angeles County Bar Association · 501(c)(3) 444 Flower Street Suite 2500, Los Angeles CA 90071 | Los Angeles, CA · 2024-11-18 to 2024-11-19 · Marriott Hotel room for one night in Los Angeles to attend and to speak at conference in Los Angeles on November 19, 2024 · Gift | $196.80 | |
| Los Angeles County Bar Association · 501(c)(3) 444 Flower Street Suite 2500, Los Angeles CA 90071 | Los Angeles, CA · 2024-11-18 to 2024-11-19 · round trip airfare on United Airlines to fly from San Francisco to Burbank and to return to speak at Complex Litigation conference in Los Angeles · Gift | $436.93 |