Nancy Fineman › Form 700
Nancy Fineman: 2024 Annual statement
- Annual 2024
- Judge, San Mateo County Superior Court · due 2025-03-03
- Filed
- 2025-01-26 · signed 01/26/2025 07:51 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (68 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 212
| Name | Business | Value | |
|---|---|---|---|
| AGILENT TECHNOLOGIES INC/A | Scientific & Technical Instruments | $2,000–$10,000 | |
| APPLE INC/AAPL | Electronic Equipment | $10,001–$100,000 | |
| ABBVIE INC SHS/ABBV | Drug Manufacturers - Major | $10,001–$100,000 | |
| ABBOTT LABS/ABT | Medical Appliances & Equipment | $10,001–$100,000 | |
| AECOM/ACM | Engineering & Design | $10,001–$100,000 | |
| ACCENTURE PLC SHS/ACN | Information Technology Services | $10,001–$100,000 | |
| ARCHER DANIELS MIDLD/ADM | Farm Products | $10,001–$100,000 | |
| AUTOMATIC DATA PROC/ADP | Business Software & Services | $10,001–$100,000 | |
| AUTODESK INC DEL PV$0.01/ADSK | Technical & System Software | $10,001–$100,000 | |
| AMN ELEC POWER CO/AEP | Electric Utilities | $10,001–$100,000 | |
| AMERICAN INTERNATIONAL/AIG | Property & Casualty Insurance | $10,001–$100,000 | |
| ALTAIR ENGR INC/ALTR | Business Management Solutions | $10,001–$100,000 | |
| APPLIED MATERIAL INC/AMAT | Semiconductor Equipment & Materials | $10,001–$100,000 | |
| ADVNCD MICRO D INC/AMD | Semiconductor - Broad Line | $10,001–$100,000 | |
| AMGEN INC COM/AMGN | Biotechnology | $10,001–$100,000 | |
| AMERIPRISE FINL INC/AMP | Asset Management | $10,001–$100,000 | |
| AMAZON COM INC COM/AMZN | Catalog & Mail Order Houses | $100,001–$1,000,000 | |
| ARISTA NETWORKS INC/ANET | Information Technology Services | $10,001–$100,000 | |
| A N S Y S INC COM/ANSS | Application Software | $2,000–$10,000 | |
| AIR PRODUCTS&CHEM/APD | Chemicals - Major Diversified | $10,001–$100,000 | |
| ACADEMY SPORTS AND/ASO | Retail | $10,001–$100,000 | |
| ATKORE INC/ATKR | Cabling | $2,000–$10,000 | |
| AVIDXCHANGE HLDGS INC/AVDX | Information Technology Services | $2,000–$10,000 | |
| BROADCOM INC/AVGO | Telecom Products | $100,001–$1,000,000 | |
| AXON ENTERPRISE INC/AXON | Biotechnology | $10,001–$100,000 | |
| BOEING COMPANY/BA | Aerospace/Defense Products & Services | $100,001–$1,000,000 | |
| ALIBABA GROUP HOLDING LT/BABA | Specialty Retail, Other | $10,001–$100,000 | |
| BJS WHSL CLUB HLDGS INC/BJ | Retail | $2,000–$10,000 | |
| BUILDERS FIRSTSOURCE INC/BLDR | General Building Materials | $10,001–$100,000 | |
| BLACKROCK INC/BLK | Asset Management | $10,001–$100,000 | |
| BRISTOL-MYERS SQUIBB CO/BMY | Drug Manufacturers - Major | $2,000–$10,000 | |
| BROADRIDGE FINL/BR | Finacial Services | $10,001–$100,000 | |
| BELLRING BRANDS INC/BRBR | Packaged Foods | $10,001–$100,000 | |
| CACI INTL INC CL A/CACI | Information Technology Services | $10,001–$100,000 | |
| CADENCE BANK REG SHS/CADE | Major Bank | $2,000–$10,000 | |
| CONAGRA BRANDS INC/CAG | Processed & Packaged Goods | $10,001–$100,000 disposed 2024-11-08 | |
| CATERPILLAR INC DEL/CAT | Farm & Construction Machinery | $10,001–$100,000 | |
| CROWN CASTLE REIT INC/CCI | Diversified Communication Services | $10,001–$100,000 | |
| CADENCE DESIGN SYS INC/CDNS | Application Software | $2,000–$10,000 | |
| CELANESE CORP DEL SER A/CE | Chemicals - Major Diversified | $2,000–$10,000 | |
| CITIZENS FINL GROUP INC/CFG | Financial Services | $2,000–$10,000 | |
| CULLEN FRST BKRS PV$0.01/CFR | Regional - Southwest Banks | $2,000–$10,000 | |
| C.H. ROBINSON WORLDWIDE,/CHRW | Logistics Company | $2,000–$10,000 | |
| CIGNA CORP REG SHS/CI | Health Care Plans | $10,001–$100,000 | |
| COLLIERS INTERNTNL GRP I/CIGI | Real Estate | $10,001–$100,000 | |
| COMCAST CORP NEW CL A/CMCSA | Entertainment - Diversified | $10,001–$100,000 | |
| CONOCOPHILLIPS/COP | Independent Oil & Gas | $10,001–$100,000 | |
| Corpay Inc./CPAY | Information Technology Services | $10,001–$100,000 | |
| CAMDEN PPTY TR COM SBI/CPT | REIT | $2,000–$10,000 | |
| CHARLES RIVER LABS INTL/CRL | Medical Laboratories & Research | $2,000–$10,000 | |
| CISCO SYSTEMS INC COM/CSCO | Networking & Communication Devices | $10,001–$100,000 | |
| CSW INDUSTRIALS INC SHS/CSWI | Diversified Machinery | $10,001–$100,000 | |
| CINTAS CORP OHIO/CTAS | Business Services | $10,001–$100,000 | |
| COGNIZANT TECH SOLUTNS A/CTSH | Business Software & Services | $10,001–$100,000 | |
| CHEVRON CORP/CVX | Major Integrated Oil & Gas | $10,001–$100,000 | |
| DIGITALBRIDGE GROUP/DBRG | Information Technology Services | $2,000–$10,000 | |
| DUPONT DE NEMOURS INC/DD | Agricultural Chemicals | $10,001–$100,000 | |
| DEERE CO/DE | Farm & Construction Machinery | $10,001–$100,000 | |
| DANAHER CORP DEL COM/DHR | Diversified Machinery | $10,001–$100,000 | |
| HF SINCLAIR/DINO | Refineries | $2,000–$10,000 | |
| DISNEY (WALT) CO COM STK/DIS | Entertainment - Diversified | $100,001–$1,000,000 | |
| DOLLAR TREE INC/DLTR | Discount, Variety Stores | $10,001–$100,000 disposed 2024-11-08 | |
| DOVER CORP/DOV | Diversified Machinery | $10,001–$100,000 | |
| DOW INC REG/DOW | Chemicals - Major Diversified | $2,000–$10,000 | |
| DRIVEN BRANDS HLDGS INC/DRVN | Automotive Services | $2,000–$10,000 | |
| EURONET WORLDWIDE INC/EEFT | Financial Services | $2,000–$10,000 | |
| EDISON INTL CALIF/EIX | Electric Utilities | $10,001–$100,000 | |
| ELF BEAUTY INC SHS/ELF | Beauty Supplies | $2,000–$10,000 | |
| EMCOR GROUP INC/EME | General Contractors | $10,001–$100,000 | |
| ENOVIS/ENOV | Medical Products | $2,000–$10,000 | |
| EOG RESOURCES INC/EOG | Gas & Oil | $2,000–$10,000 | |
| EQUITY RESIDENTIAL/EQR | REIT - Residential | $10,001–$100,000 | |
| EVERSOURCE ENERGY COM/ES | Diversified Utilities | $10,001–$100,000 disposed 2024-04-05 | |
| EATON CORP PLC/ETN | Diversified Machinery | $10,001–$100,000 | |
| EAGLE MATERIALS INC/EXP | Cement | $2,000–$10,000 | |
| EXPEDITORS INTL WASH INC/EXPD | Air Delivery & Freight Services | $10,001–$100,000 | |
| DIAMONDBACK ENERGY INC/FANG | Independent Oil & Gas | $2,000–$10,000 | |
| FACTSET RESH SYS INC/FDS | Information & Delivery Services | $10,001–$100,000 | |
| FISERV INC WISC PV 1CT/FI | Financial Services | $2,000–$10,000 | |
| FIDELITY NATL INFO SVCS/FIS | Information Technology Services | $10,001–$100,000 | |
| FIVE BELOW INC/FIVE | Specialty Retail, Other | $2,000–$10,000 | |
| FLEETCOR TECHNOLOGIS INC/FLT | Financial Services | $10,001–$100,000 | |
| FMC CORP COM NEW/FMC | Chemicals - Major Diversified | $2,000–$10,000 | |
| FIRSTSVC CORP REG SHS/FSV | Real Estate | $2,000–$10,000 | |
| FORTINET INC/FTNT | Application Software | $2,000–$10,000 | |
| GAMING AND LEISURE/GLPI | REIT - Diversified | $10,001–$100,000 | |
| CORNING INC/GLW | Diversified Electronics | $10,001–$100,000 | |
| ALPHABET INC SHS CL C/GOOG | Internet Information Providers | $10,001–$100,000 | |
| ALPHABET INC SHS CL A/GOOGL | Internet Information Providers | $100,001–$1,000,000 | |
| GRAPHIC PACKAGING HLDG C/GPK | Business Software & Services | $2,000–$10,000 | |
| GOOSEHEAD INS INC CL A/GSHD | Insurance Services | $10,001–$100,000 | |
| HOME DEPOT INC/HD | Home Improvement Stores | $10,001–$100,000 | |
| HARTFORD FINL SVCS GROUP/HIG | Property & Casualty Insurance | $10,001–$100,000 | |
| HOLOGIC INC/HOLX | Medical Devices | $10,001–$100,000 | |
| HONEYWELL INTL INC DEL/HON | Diversified Machinery | $10,001–$100,000 | |
| HERSHEY COMPANY/HSY | Confectioners | $10,001–$100,000 | |
| INTUITIVE SURGICAL INC/ISRG | Medical Appliances & Equipment | $10,001–$100,000 | |
| ITT INC SHS/ITT | Diversified Machinery | $2,000–$10,000 | |
| ILLINOIS TOOL WORKS INC/ITW | Diversified Machinery | $10,001–$100,000 | |
| JABIL CIRCUIT INC/JBL | Electronics Manufacturing | $2,000–$10,000 | |
| JPMORGAN CHASE & CO/JPM | Money Center Banks | $10,001–$100,000 | |
| KIRBY CORP COM/KEX | Shipping | $10,001–$100,000 | |
| KRAFT (THE) HEINZ CO SHS/KHC | Food Company | $2,000–$10,000 | |
| KINDER MORGAN INC. DEL/KMI | Gas & Oil | $10,001–$100,000 | |
| QUAKER HOUGHTON/KWR | Chemicals - Major Diversified | $2,000–$10,000 | |
| LESLIES INC/LESL | Recreational Goods, Other | $2,000–$10,000 | |
| LABORATORY CP AMER HLDGS/LH | Medical Laboratories & Research | $2,000–$10,000 | |
| ELI LILLY & CO/LLY | Drug Manufacturers - Major | $100,001–$1,000,000 | |
| LOCKHEED MARTIN CORP/LMT | Aerospace/Defense Products & Services | $10,001–$100,000 | |
| LOWE'S COMPANIES INC/LOW | Home Improvement Stores | $10,001–$100,000 | |
| LPL FINANCIAL HOLDINGS/LPLA | Investment Brokerage - National | $10,001–$100,000 | |
| LUCKY STRIKE ENTRTNMENT/Luck | Bowling Centers | $2,000–$10,000 | |
| MID AMERICA APT CMNTYS/MAA | REIT - Residential | $2,000–$10,000 | |
| MANHATTAN ASSOCS INC/MANH | Application Software | $2,000–$10,000 | |
| MCDONALDS CORP COM/MCD | Restaurants | $10,001–$100,000 | |
| MICROCHIP TECHNOLOGY INC/MCHP | Semiconductor - Broad Line | $2,000–$10,000 | |
| MOODY'S CORP/MCO | Business Services | $2,000–$10,000 | |
| MONGODB INC CL A/MDB | Data Base Software | $2,000–$10,000 | |
| MONDELEZ INTERNATIONAL/MDLZ | Confectioners | $10,001–$100,000 | |
| MEDTRONIC PLC SHS/MDT | Medical Appliances & Equipment | $10,001–$100,000 | |
| METLIFE INC COM/MET | Life Insurance | $10,001–$100,000 | |
| META PLATFORMS INC/META | Information Technology Services | $100,001–$1,000,000 | |
| MGM RESORTS INTERNATIONL/MGM | Hospitality | $2,000–$10,000 | |
| MARSH & MCLENNAN COS INC/MMC | Insurance Brokers | $10,001–$100,000 | |
| MONSTER BEVERAGE SHS/MNST | Beverages - Soft Drinks | $10,001–$100,000 | |
| MOLINA HEALTHCARE INC/MOH | Health Care Plans | $2,000–$10,000 | |
| MERCK AND CO INC SHS/MRK | Drug Manufacturers - Major | $100,001–$1,000,000 | |
| MARATHON OIL CORP/MRO | Independent Oil & Gas | $10,001–$100,000 | |
| MICROSOFT CORP/MSFT | Business Software & Services | $100,001–$1,000,000 | |
| MOTOROLA SOLUTIONS INC/MSI | Communication Equipment | $10,001–$100,000 | |
| NEUROCRINE BIOSCNCE INC/NBIX | Biotechnology | $2,000–$10,000 | |
| NEXTERA ENERGY INC SHS/NEE | Electric Utilities | $10,001–$100,000 | |
| NETFLIX COM INC/NFLX | Entertainment - Diversified | $100,001–$1,000,000 | |
| NATIONAL GRID PLC SHS/NGG | Gas Utilities | $2,000–$10,000 | |
| NICE LTD ADR/NICE | Computer Manufacturing | $2,000–$10,000 | |
| NIKE INC CL B/NKE | Textile - Apparel Footwear & Accessories | $2,000–$10,000 | |
| NORTHROP GRUMMAN CORP/NOC | Aerospace/Defense - Major Diversified | $10,001–$100,000 | |
| NORTHERN OIL AND GAS INC/NOG | Oil & Gas Equipment & Services | $2,000–$10,000 | |
| NVIDIA/NVDA | Semiconductor - Specialized | $100,001–$1,000,000 | |
| NOVO NORDISK A S ADR/NVO | Drug Manufacturers - Other | $10,001–$100,000 | |
| NOVARTIS ADR/NVS | Drug Manufacturers - Major | $10,001–$100,000 | |
| NEXSTAR MEDIA GROUP INC/NXST | Broadcasting - TV | $2,000–$10,000 | |
| REALTY INCM CRP MD PV$1./O | REIT - Retail | $10,001–$100,000 | |
| ORACLE CORP $0.01 DEL/ORCL | Application Software | $100,001–$1,000,000 | |
| PALO ALTO NETWORKS INC/PANW | Information Technology Services | $10,001–$100,000 | |
| PAYCHEX INC/PAYX | Staffing & Outsourcing Services | $10,001–$100,000 | |
| PACCAR INC/PCAR | Automotive Manufacturing | $2,000–$10,000 | |
| PAYLOCITY HLDG CORP/PCTY | Application Software | $2,000–$10,000 | |
| PENN NATL GAMING CORP/PENN | Resorts & Casinos | $2,000–$10,000 disposed 2024-11-08 | |
| PEPSICO INC/PEP | Beverages - Soft Drinks | $10,001–$100,000 | |
| PROCTER & GAMBLE CO/PG | Personal Products | $10,001–$100,000 | |
| PROGYNY INC/PGNY | Medical Services | $2,000–$10,000 | |
| PULTE GROUP/PHM | Residential Construction | $10,001–$100,000 | |
| PROLOGIS INC/PLD | REIT - Industrial | $10,001–$100,000 | |
| PALOMAR HOLDINGS INC REG/PLMR | Insurance | $10,001–$100,000 | |
| PNC FINCL SERVICES GROUP/PNC | Money Center Banks | $10,001–$100,000 | |
| POOL CORPORATION/POOL | Sporting Goods | $2,000–$10,000 | |
| PORTLAND GEN ELEC CO/POR | Utilities | $2,000–$10,000 | |
| PERFICIENT INC/PRFT | Information Technology Services | $2,000–$10,000 | |
| PURE STORAGE INC SHS/PSTG | Computer Products | $2,000–$10,000 | |
| PHILLIPS 66 SHS/PSX | Oil & Gas Refining & Marketing | $10,001–$100,000 | |
| QUALCOMM INC/QCOM | Communication Equipment | $10,001–$100,000 | |
| REGENERON PHARMACTCLS/REGN | Biotechnology | $10,001–$100,000 | |
| ROCKWELL AUTOMATION INC/ROK | Diversified Machinery | $2,000–$10,000 | |
| RELIANCE STL & ALUM CO/RS | Metals | $10,001–$100,000 | |
| REPUBLIC SERVICES INC/RSG | Waste Management | $10,001–$100,000 | |
| RAYTHEON TECHNOLOGIES/RTX | Aerospace & Defense | $10,001–$100,000 | |
| STARBUCKS CORP/SBUX | Specialty Eateries | $10,001–$100,000 | |
| SANDOZ GROUP AG/SDZNY | Biotechnology | $2,000–$10,000 | |
| SEI INVT CO PA PV $0.01/SEIC | Asset Management | $10,001–$100,000 | |
| SHOPIFY INC CL A/SHOP | Information Technology Services | $10,001–$100,000 | |
| SCHLUMBERGER LTD/SLB | Oil & Gas Equipment & Services | $2,000–$10,000 | |
| Smartsheet/SMAR | Computer Software | $2,000–$10,000 | |
| SYNOPSYS INC/SNPS | Semiconductor Equipment & Materials | $10,001–$100,000 | |
| SOUTHERN COMPANY/SO | Electric Utilities | $2,000–$10,000 | |
| SPROUT SOCIAL INC REG/SPT | Information Technology Services | $2,000–$10,000 | |
| SQUARE INC SHS CL A/SQ | Payment Processing | $10,001–$100,000 | |
| SEMPRA/SRE | Energy | $10,001–$100,000 | |
| STAAR SURGICL NEW NEW/STAA | Medical Instruments & Supplies | $2,000–$10,000 | |
| STEVANATO GROUP/STVN | Packaging Products | $2,000–$10,000 | |
| STRYKER CORP/SYK | Medical Appliances & Equipment | $2,000–$10,000 | |
| SYSCO CORPORATION/SYY | Food Wholesale | $2,000–$10,000 | |
| TRUIST FINL CORP/TFC | Major Bank | $10,001–$100,000 | |
| TJX COS INC NEW/TJX | Department Stores | $10,001–$100,000 | |
| T-MOBILE US INC SHS/TMUS | Wireless Communications | $10,001–$100,000 | |
| TAPESTRY INC/TPR | Fashion Retail | $2,000–$10,000 | |
| TRIMBLE INC/TRMB | Scientific & Technical Instruments | $2,000–$10,000 | |
| TRAVELERS INSURANCE/TRV | Insurance | $10,001–$100,000 | |
| TESLA INC/TSLA | Automotive Manufacturing | $100,001–$1,000,000 | |
| TORO CO/TTC | Construction Equipment | $2,000–$10,000 | |
| TETRA TECH INC NEW/TTEK | Technical Services | $2,000–$10,000 | |
| TWILIO INC CL A/TWLO | Information Technology Services | $2,000–$10,000 | |
| TEXAS INSTRUMENTS/TXN | Semiconductor - Broad Line | $10,001–$100,000 | |
| UNITEDHEALTH GROUP INC/UNH | Health Care Plans | $10,001–$100,000 | |
| UTZ BRANDS INC/UTZ | Packaged Foods | $2,000–$10,000 | |
| VISA INC CL A SHRS/V | Credit Services | $100,001–$1,000,000 | |
| VERTEX PHARMCTLS INC/VRTX | Biotechnology | $10,001–$100,000 | |
| VERIZON COMMUNICATNS COM/VZ | Telecom Services - Domestic | $10,001–$100,000 | |
| WORKDAY INC CL A/WDAY | Application Software | $10,001–$100,000 | |
| WEC ENERGY GROUP INC SHS/WEC | Electric Utilities | $10,001–$100,000 | |
| WINGSTOP INC/WING | Restaurants | $10,001–$100,000 | |
| WORKIVA INC CL A/WK | Information Technology Services | $2,000–$10,000 | |
| WILLIAMS COMPANIES DEL/WMB | Gas & Oil | $10,001–$100,000 | |
| WALMART INC/WMT | Discount, Variety Stores | $10,001–$100,000 | |
| W R BERKLEY CORP/WRB | Insurance | $2,000–$10,000 | |
| WILLSCOT MOBILE MINI/WSC | Storage | $2,000–$10,000 | |
| WATSCO INC COM/WSO | Electronics Wholesale | $10,001–$100,000 | |
| WINTRUST FINL CP ILL COM/WTFC | Regional - Midwest Banks | $2,000–$10,000 | |
| YETI HLDGS INC/YETI | Recreational Goods, Other | $2,000–$10,000 | |
| YUM BRANDS INC/YUM | Restaurants | $10,001–$100,000 | |
| YUM CHINA HOLDINGS INC/YUMC | Restaurants | $10,001–$100,000 | |
| ZURN WTR SOLUTIONS CORP/ZWS | Industrial Equipment | $2,000–$10,000 |
Schedule B · Real property 2
| Property | Value | Rental income | |
|---|---|---|---|
| Parcel Number 081 111 01 (Santa Cruz County),, Boulder Creek, CA Ownership/Deed of Trust | $10,001–$100,000 | — | |
| Parcel Number 58-2155-20, Berkeley, CA Trust beneficiary | $100,001–$1,000,000 | — |
Schedule C · Income and business positions 56
| Source | Income | |
|---|---|---|
| ABBVIE INC SHS/ABBV Drug Manufacturers - Major · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| ABBOTT LABS/ABT Medical Appliances & Equipment · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| ARCHER DANIELS MIDLD/ADM Farm Products · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| AUTOMATIC DATA PROC/ADP Business Software & Services · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| AMERICAN INTERNATIONAL/AIG Property & Casualty Insurance · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| AIR PRODUCTS&CHEM/APD Chemicals - Major Diversified · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| BROADCOM INC/AVGO Telecom Products · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| BLACKROCK INC/BLK Asset Management · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| CONAGRA BRANDS INC/CAG Processed & Packaged Goods · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| CROWN CASTLE REIT INC/CCI Diversified Communication Services · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| COMCAST CORP NEW CL A/CMCSA Entertainment - Diversified · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| CONOCOPHILLIPS/COP Independent Oil & Gas · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| CISCO SYSTEMS INC COM/CSCO Networking & Communication Devices · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| CHEVRON CORP/CVX Major Integrated Oil & Gas · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| DISNEY (WALT) CO COM STK/DIS Entertainment - Diversified · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| EDISON INTL CALIF/EIX Electric Utilities · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| EQUITY RESIDENTIAL/EQR REIT - Residential · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| GAMING AND LEISURE/GLPI REIT - Diversified · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| CORNING INC/GLW Diversified Electronics · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| HOME DEPOT INC/HD Home Improvement Stores · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| HONEYWELL INTL INC DEL/HON Diversified Machinery · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| ILLINOIS TOOL WORKS INC/ITW Diversified Machinery · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| KINDER MORGAN INC. DEL/KMI Gas & Oil · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| ELI LILLY & CO/LLY Drug Manufacturers - Major · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| LOCKHEED MARTIN CORP/LMT Aerospace/Defense Products & Services · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| MCDONALDS CORP COM/MCD Restaurants · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| MONDELEZ INTERNATIONAL/MDLZ Confectioners · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| METLIFE INC COM/MET Life Insurance · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| META PLATFORMS INC/META Information Technology Services · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| MARSH & MCLENNAN COS INC/MMC Insurance Brokers · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| MERCK AND CO INC SHS/MRK Drug Manufacturers - Major · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| MICROSOFT CORP/MSFT Business Software & Services · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| NEXTERA ENERGY INC SHS/NEE Electric Utilities · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| REALTY INCM CRP MD PV$1./O REIT - Retail · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| ORACLE CORP $0.01 DEL/ORCL Application Software · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| PAYCHEX INC/PAYX Staffing & Outsourcing Services · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| PEPSICO INC/PEP Beverages - Soft Drinks · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| PROCTER & GAMBLE CO/PG Personal Products · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| PROLOGIS INC/PLD REIT - Industrial · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| PNC FINCL SERVICES GROUP/PNC Money Center Banks · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| PHILLIPS 66 SHS/PSX Oil & Gas Refining & Marketing · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| QUALCOMM INC/QCOM Communication Equipment · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| RAYTHEON TECHNOLOGIES/RTX Aerospace & Defense · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| STARBUCKS CORP/SBUX Specialty Eateries · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| SEMPRA/SRE Energy · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| TRUIST FINL CORP/TFC Major Bank · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| TRAVELERS COS INC/TRV Insurance · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| TEXAS INSTRUMENTS/TXN Semiconductor - Broad Line · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| VISA INC CL A SHRS/V Credit Services · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| VERIZON COMMUNICATNS COM/VZ Telecom Services - Domestic · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| WEC ENERGY GROUP INC SHS/WEC Electric Utilities · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| WILLIAMS COMPANIES DEL/WMB Gas & Oil · Shareholder · Publicly Traded Company | $1,001–$10,000 Other: Dividends or Interest | |
| YUM BRANDS INC/YUM Restaurants · Shareholder · Publicly Traded Company | $500–$1,000 Other: Dividends or Interest | |
| OPEN HOMES PHOTOGRAPHY, INC. Real Estate Marketing · Fractional/Consulting CFO · 4104 24th Street #439, San Francisco CA 94414 | $10,001–$100,000 Spouse's or registered domestic partner's income | |
| SHEATHING TECHNOLOGIES, INC Medical Device Supplier · Fractional/Consulting CFO · 675 Jarvis Dr, Morgan Hill, CA 95037 | $10,001–$100,000 Spouse's or registered domestic partner's income | |
| DANFORTH ADVISORS Outsourced Corporate Business Function Provider · Sr. Director · 300 5th Ave, Waltham, MA 02451 | $10,001–$100,000 Spouse's or registered domestic partner's income |
Schedule D · Gifts 3
| From | Gifts | Total | |
|---|---|---|---|
| Association of Business Trial Lawyers · from the PDF 663 S. Rancho Santa Fe Rd. #637 San Marcos, CA 92078 | 2024-01-25 · Meeting & Dinner · $165 2024-03-12 · Meeting & Dinner · $165 2024-05-15 · Meeting & Dinner · $165 | $495 | |
| Association of Business Trial Lawyers · from the PDF 63 S. Rancho Santa Fe Rd. #637 San Marcos, CA 92078 | 2024-09-17 · Meeting & Dinner · $165 | $165 | |
| San Mateo County Bar Association · from the PDF 333 Bradford Street, Ste 200 Redwood City, CA 94063 | 2024-02-22 · Event Attendance · $85 2024-08-29 · Event Attendance · $65 | $150 |
Schedule E · Travel paid by others 2
| Paid by | Trip | Amount | |
|---|---|---|---|
| Association of Business Trial Lawyers 663 S. Rancho Santa Fe Rd. #637, San Marcos, CA 92078 | Monterey, CA · 2024-04-12 to 2024-04-14 · Board Retreat -reimbursement & meals · Gift | $1,500 | |
| Association of Business Trial Lawyers 663 S. Rancho Santa Fe Rd. #637, San Marcos, CA 92078 | Napa, CA · 2024-10-17 to 2024-10-20 · made a speech / panel · Gift | $2,087.46 |
The filer's comments
B Parcel 081 111 01 (Spouse has partial interest in undevelopable property). Parcel 58-2155-20 (50% interest in property held in a trust with an irrevocable future right to receive income or principal.)