The Untiedt Family Trust trust · from the PDF
525 B Street, Suite 2200, San Diego, CA 92101
Value — · gross income $10,001–$100,000
Laura J Birkmeyer › Form 700
Laura J Birkmeyer: 2024 Annual statement
- Annual 2024
- Judge, San Diego County Superior Court · due 2025-03-03
- Filed
- 2025-03-03 · signed 03/03/2025 01:16 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (22 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 84
| Name | Business | Value | |
|---|---|---|---|
| 3M Company | Industrials | $2,000–$10,000 | |
| Abbott Laboratories | Health Care | $10,001–$100,000 | |
| AbbVie Inc. | Health Care | $10,001–$100,000 | |
| Adobe Inc. | Information Technology | $10,001–$100,000 | |
| Advanced Micro Devices, Inc. | Information Technology | $2,000–$10,000 | |
| Alphabet Inc. - Class A | Communications Services | $10,001–$100,000 | |
| Alphabet Inc. - Class C | Communications Services | $10,001–$100,000 | |
| Amazon.com, Inc. | Consumer Discretionary | $10,001–$100,000 | |
| American Express Co. | Financials | $10,001–$100,000 | |
| Amgen Inc. | Health Care | $10,001–$100,000 | |
| Apple Inc. | Information Technology | $10,001–$100,000 | |
| AT&T Inc. | Communications Services | $2,000–$10,000 | |
| Bank of America Corp. | Financials | $10,001–$100,000 | |
| Berkshire Hathaway Inc. | Financials | $10,001–$100,000 | |
| Biogen Inc. | Health Care | $100,001–$1,000,000 | |
| BlackRock Inc. | Financials | $10,001–$100,000 | |
| Bristol-Myers Squibb | Health Care | $2,000–$10,000 | |
| Broadcom Ltd. | Information Technology | $2,000–$10,000 | |
| Calexico Crossings LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $100,001–$1,000,000 | |
| Calexico Gateway Center partnership income $0–$499 | Real Estate Development · Partnership | $100,001–$1,000,000 acquired 2024-03-18 | |
| Carrier Global Corporation | Industrials | $2,000–$10,000 | |
| Caterpillar Inc. | Industrials | $10,001–$100,000 | |
| Charles Schwab Corp. | Financials | $10,001–$100,000 | |
| Cisco Systems Inc. | Information Technology | $10,001–$100,000 | |
| Citigroup, Inc. | Financials | $10,001–$100,000 | |
| Coca-Cola Company | Consumer Staples | $2,000–$10,000 | |
| Colgate-Palmolive Co. | Consumer Staples | $2,000–$10,000 | |
| Comcast Corp | Communications Services | $10,001–$100,000 | |
| Corteva Inc. | Materials | $10,001–$100,000 | |
| Costco Wholesale Corporation | Consumer Staples | $10,001–$100,000 | |
| CVS Health Corp. | Health Care | $2,000–$10,000 | |
| Deere & Co. | Industrials | $100,001–$1,000,000 | |
| Dell Technologies Inc. | Information Technology | $2,000–$10,000 | |
| Dow Inc. | Materials | $10,001–$100,000 | |
| Dupont de Nemours Inc. | Materials | $10,001–$100,000 | |
| Eastlake Design District II LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $10,001–$100,000 | |
| Eastlake Design District LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $10,001–$100,000 | |
| eBay Inc. | Consumer Discretionary | $10,001–$100,000 | |
| Elevance Health, Inc. | Health Care | $10,001–$100,000 | |
| Eli Lilly & Co. | Health Care | $10,001–$100,000 | |
| General Electric Co. | Industrials | $10,001–$100,000 | |
| Goldman Sachs Group, Inc. | Financials | $10,001–$100,000 | |
| Honeywell Intl. Inc. | Industrials | $10,001–$100,000 | |
| Intel Corp. | Information Technology | $2,000–$10,000 | |
| International Business Machines Corporation | Information Technology | $2,000–$10,000 | |
| Johnson & Johnson | Health Care | $2,000–$10,000 | |
| JP Morgan Chase & Co. | Financials | $10,001–$100,000 | |
| Kraft Heinz Company | Consumer Staples | $2,000–$10,000 | |
| Lockheed Martin Corp. | Industrials | $2,000–$10,000 | |
| MACOM Technology Solutions Holdings Inc. | Information Technology | $2,000–$10,000 | |
| Mastercard Inc. | Financials | $10,001–$100,000 | |
| McDonald's Corporation | Consumer Discretionary | $10,001–$100,000 | |
| Medtronic PLC | Health Care | $2,000–$10,000 disposed 2024-01-30 | |
| Merck & Co. Inc. | Health Care | $2,000–$10,000 | |
| Meta Platforms Inc. | Communications Services | $10,001–$100,000 | |
| Mexport Business Center II LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $100,001–$1,000,000 | |
| Microsoft Corp. | Information Technology | $10,001–$100,000 | |
| Mondelez Intl. Inc. | Consumer Staples | $2,000–$10,000 | |
| Morgan Stanley | Financials | $10,001–$100,000 | |
| Nike Inc. | Consumer Discretionary | $2,000–$10,000 | |
| Nvidia Corporation | Information Technology | $10,001–$100,000 | |
| Oracle Corp | Information Technology | $100,001–$1,000,000 | |
| Otis Worldwide Corp. | Industrials | $2,000–$10,000 | |
| Pacific Rim Business Centre LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $100,001–$1,000,000 | |
| Pacific Rim Distribution Center LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $100,001–$1,000,000 | |
| Pacific Rim Industrial Park LLC · from the PDF partnership income over $500 | Real Estate Development · Partnership | $100,001–$1,000,000 | |
| PayPal Holdings Inc. | Financials | $10,001–$100,000 | |
| PepsiCo Inc. | Consumer Staples | $10,001–$100,000 | |
| Pfizer Inc. | Health Care | $2,000–$10,000 | |
| Phillips 66 | Energy | $2,000–$10,000 | |
| Proctor & Gamble Co. | Consumer Staples | $10,001–$100,000 | |
| Qualcomm Incorporated | Information Technology | over $1,000,000 | |
| Raytheon Technologies Ord. | Industrials | $2,000–$10,000 | |
| Texas Instruments Inc. | Information Technology | $10,001–$100,000 | |
| The Chemours Company | Materials | $2,000–$10,000 | |
| The Home Depot Inc. | Consumer Discretionary | $10,001–$100,000 | |
| Thermo Fisher Scientific | Health Care | $10,001–$100,000 | |
| Union Pacific Corp. | Industrials | $10,001–$100,000 | |
| United Parcel Service | Industrials | $2,000–$10,000 | |
| UnitedHealth Group Inc. | Health Care | $10,001–$100,000 | |
| Visa Inc. | Financials | $10,001–$100,000 | |
| Wal-Mart Stores, Inc. | Consumer Staples | $10,001–$100,000 | |
| Walt Disney Co. | Communications Services | $10,001–$100,000 | |
| Wells Fargo & Co. | Financials | $10,001–$100,000 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule C · Income and business positions 10
| Source | Income | |
|---|---|---|
| Calexico Crossings LLC Industrial Warehouse · Member · 2432 Fenton Street, #100 Chula Vista, CA | $1,001–$10,000 Partnership | |
| Calexico Gateway Center LLC Industrial Warehouse · Member · 2432 Fenton Street #100, Chula Vista, CA | no income (position only) Partnership | |
| Eastlake Design District II LLC Rental and Sale of Undeveloped Land · Member · 2432 Fenton Street, #100, Chula Vista, CA | $10,001–$100,000 Partnership | |
| Eastlake Design District LLC Shopping Center · Member · 2432 Fenton Street, #100, Chula Vista, CA | $1,001–$10,000 Partnership | |
| Mexport Business Center II LLC Industrial Warehouse · Member · 2432 Fenton Street, #100, Chula Vista, CA | $1,001–$10,000 Partnership | |
| Pacific Rim Business Centre LLC Industrial Warehouse · Member · 2432 Fenton Street, #100, Chula Vista, CA | $1,001–$10,000 Partnership | |
| Pacific Rim Distribution Center LLC Industrial Warehouse · Member · 2432 Fenton Street, #100, Chula Vista, CA | $1,001–$10,000 Partnership | |
| Pacific Rim Industrial Park LLC Industrial Warehouse · Member · 2432 Fenton Street, #100, Chula Vista, CA | $10,001–$100,000 Partnership | |
| PCHS Portfolio L.P. Investment Partnership · Spouse of Partner · 525 B Street, Suite 2200, San Diego, CA 92101 | $500–$1,000 Partnership | |
| Procopio, Cory, Hargreaves & Savitch LLP Spouse's Law Firm · Spouse of Partner · 525 B Street, Suite 2200, San Diego, CA 92101 | over $100,000 Partnership |
Schedule D · Gifts 1
| From | Gifts | Total | |
|---|---|---|---|
| Robert Barone La Jolla, CA | 2024-07-04 · July 4 LJCC Barbecue · $100 | $100 |