California Files

S. Robert Tice-Raskin › Form 700

S. Robert Tice-Raskin: 2025 Annual statement

Annual 2025
Judge, Nevada County Superior Court · due 2026-03-02
Filed
2026-02-16 · signed 02/16/2026 04:29 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (18 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 78

NameBusinessValue
AIR PRODUCT & CHEM, INC.PRODUCT OR SERVICES ("POS")$2,000–$10,000
ALPHABET, INC.POS$10,001–$100,000
AMERICAN EXPRESSFINANCIAL SERVICES$2,000–$10,000
APPLE INC.COMPUTERS$10,001–$100,000
acquired 2025-09-04
BANK OF AMERICABANKING$2,000–$10,000
disposed 2025-09-04
BECKTON DICKINSON &CO.POS$2,000–$10,000
BERKSHIRE HATHAWAYPOS$2,000–$10,000
disposed 2025-11-13
BROADCOM, INC.POS$10,001–$100,000
CAPITAL ONE FINANCIAL CORP.FINANCIAL SERVICES$2,000–$10,000
CHARLES SCHWABINVESTMENTS$2,000–$10,000
disposed 2025-09-04
COMCAST CORPORATIONCOMMUNICATIONS$2,000–$10,000
CVS HEALTH CORP.POS$2,000–$10,000
DANAHER CORPPOS$2,000–$10,000
disposed 2025-09-04
DEERE AND COPOS$2,000–$10,000
disposed 2025-09-04
EATON CORPPOS$2,000–$10,000
disposed 2025-09-04
EDISON INTERNATIONALPOS$2,000–$10,000
disposed 2025-10-01
HALEON PLCPOS$2,000–$10,000
HOME DEPOT, INC.POS$2,000–$10,000
ILL TOOL WORKSHOP INC.POS$2,000–$10,000
disposed 2025-09-04
INTEL CORP.COMPUTERS$2,000–$10,000
disposed 2025-09-04
JOHNSON AND JOHNSONPOS$2,000–$10,000
disposed 2025-09-04
JP MORGAN CHASEFINANCIAL · Personal Account$10,001–$100,000
LAM RESEARCH CORP.POS$2,000–$10,000
acquired 2025-11-13
MARTIN MARIETTAPOS$2,000–$10,000
disposed 2025-09-04
McKESSON CORPPOS$2,000–$10,000
disposed 2025-09-04
MERCK AND CO., INC.POS$2,000–$10,000
disposed 2025-05-02
META PLATFORMS, INC.POS$2,000–$10,000
MICROCHIP TECHNOLOGY, INC.COMPUTER$2,000–$10,000
disposed 2025-09-04
MICROSOFT CORP.COMPUTER$10,001–$100,000
MORGAN STANLEY (MS 529)FINANCIAL · 529 Plan Stocks$100,001–$1,000,000
MOTOROLA SOLUTIONSPOS$2,000–$10,000
disposed 2025-11-13
ORACLE CORP.POS$2,000–$10,000
OTIS WORLDWIDE CORP.POS$2,000–$10,000
disposed 2025-09-04
PARKER HANNIFIN CORP.POS$2,000–$10,000
disposed 2025-09-04
PEPSICOBEVARAGE$2,000–$10,000
disposed 2025-09-04
PROGRESSIVE CORP. OHIOPOS$2,000–$10,000
disposed 2025-11-13
SHERWIN WILLIAMS CO. OHIOPAINT$2,000–$10,000
disposed 2025-11-13
STARBUCKSCOFFEE$2,000–$10,000
disposed 2025-11-13
THERMO FISHER SCIENTIFICPOS$2,000–$10,000
disposed 2025-11-13
TRAVELERS COMPANIES, INC.POS$2,000–$10,000
UNITED HEALTHCARE GPHEALTHCARE$2,000–$10,000
disposed 2025-11-13
US BANCORP COM NEWBANKING$2,000–$10,000
disposed 2025-07-01
VERALTO CORP.POS$2,000–$10,000
VISA, INC.FINANCE$2,000–$10,000
WEC ENERGY GROUP, INC.ENERGY$2,000–$10,000
disposed 2025-09-04
WILLIAMS CO.POS$10,001–$100,000
XPO, INC.POS · Stock acquired in 2020, not completely sold in 2024$2,000–$10,000
disposed 2025-09-04
SEMPRAPOS · Stock acq'd 12/21/20; Exceeded reporting threshold 2025$2,000–$10,000
AMAZONPOS$2,000–$10,000
acquired 2025-07-01
APPOLO GLOBAL MGT.POS$2,000–$10,000
acquired 2025-09-04
AVALON BAY COMM., INC.POS$2,000–$10,000
acquired 2025-09-04
BOSTON SCIENTIFIC CORP.POS$2,000–$10,000
acquired 2025-09-10
COCA COLA CORP.POS$2,000–$10,000
acquired 2025-09-04
COSTCOPOS$2,000–$10,000
acquired 2025-11-13
ENBRIDGE, INC.POS$2,000–$10,000
acquired 2025-09-04
ELI LILLY & CO.POS$2,000–$10,000
acquired 2025-09-04
EXXONPOS$2,000–$10,000
acquired 2025-09-04
HOWMET AEROSPACEPOS$2,000–$10,000
acquired 2025-11-13
INDUSTRIA DE DISENO TEXTILPOS$2,000–$10,000
acquired 2025-09-04
INTUIT, INC.POS$2,000–$10,000
acquired 2025-11-13
INTUITIVE SURGICALPOS$2,000–$10,000
acquired 2025-11-13
LINDE PLCPOS$2,000–$10,000
acquired 2025-09-04
MASTERCARDBANKING$2,000–$10,000
acquired 2025-09-04
MET LIFEINSURANCE$2,000–$10,000
acquired 2025-09-04
PALO ALTO NETWORKSPOS$2,000–$10,000
acquired 2025-11-13
PUBLIC STORAGEPOS$2,000–$10,000
acquired 2025-09-04
QUANTA SERVICESPOS$2,000–$10,000
acquired 2025-11-13
T MOBILETELECOMMUNICATIONS$2,000–$10,000
acquired 2025-09-04
TESLAAUTOMOTIVE$2,000–$10,000
acquired 2025-09-04
TRANE TECHSPOS$2,000–$10,000
acquired 2025-11-13
UNILEVERPOS$2,000–$10,000
acquired 2025-09-04
UNION PACIFICRAILROAD$2,000–$10,000
acquired 2025-09-04
VULCAN MATERIALS CO.POS$2,000–$10,000
acquired 2025-09-04
WALMARTPOS$2,000–$10,000
acquired 2025-11-13
TEXAS INSTRUMENTSPOS$2,000–$10,000
acquired 2025-09-04
NESTLE SPON ADR REPPOS$2,000–$10,000
acquired 2025-09-04
NETFLIXENTERTAINMENT$2,000–$10,000
acquired 2025-09-04
NIVIDIAPOS$10,001–$100,000
acquired 2025-09-04

Schedule A-2 · Businesses & trusts (10% or more) 1

Stanley R. Raskin 2006 Trust trust · from the PDF

C/O Nevada County Superior Court, 201 Church Street, Nevada City, California 95959

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

Holds: *For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000: ACCENTURE (sold 9/15/25); ADOBE, INC.(sold 4/28/25); AIRBNB; AIR PRODUCT & CHEM, INC.; AIRBUS SE UNSPONSORED ADR (purchased 4/9/25); ALCON INC. (sold 3/14/25); AMERICAN EXPRESS; AMERICAN TOWER CORP.; ARTISTA NETWORKS INC. (bought 12/19/25); ASML HOLDING; ASTRAZANECA PLC ADR; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CAPITAL ONE FINANCIAL CORP.; CHARLES SCHWAB; CHIPOTLE MEXICAN GRILL INC. (bought 11/4/25); CVS HEALTH CORP COM (bought 1/16/25); DANAHER CORP. (bought 4/21/25); DATADOG, INC. (bought 8/8/25); DEERE AND CO.; ELI LILLY & CO. (sold 7/22/25); EQUINIX INC.; HALEON PLC ADR; HOME DEPOT, INC.; ILL TOOL WORKS, INC.; INTEL CORP.; INTERCONTINENTAL EXCHANGE INC. (sold 1/16/25); INTUIIT, INC.; INTUITIVE SURGICAL INC.; JOHNSON AND JOHNSON (bought 1/16/25); JP MORGAN CHASE; MARSH AND MCCLENNAN; MARTIN MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.(sold 5/2/25); MICROCHIP TECH. INC. (1/16/25); MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NOVO NORDISK (sold 8/6/25); O’REILLY AUTOMOTIVE; ORACLE CORP.; OTIS WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PARKER HANNAFIN; PAYPAL HOLDINGS, INC.; PEPSICO, INC.; PNC FINL SVCS GRP (bought 7/1/25); PROGRESSIVE CORP OHIO; ROCHE HOLDINGS ADR (bought 12/8/25); RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA; SERVICENOW INC. (bought 12/19/25); SHERWIN WILLIAMS COMPANY OHIO; STARBUCKS; STRYKER CORP.; SYNOPSIS INC. (bought 2/27/25); TARGET CORPORATION (sold 3/19/25); TESLA, INC.; THERMO FISHER SCIENTIFIC; TRAVELERS COMPANIES, INC.; US BANCORP (sold 7/1/25); UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP (sold 9/12/25); UNITED PARCEL SERVICE INC. (sold 2024); UNITED HEALTH GP, INC.;VERALTO CORP.; VERTEX PHARMACEUTICALS (bought 9/2/25); WW GRAINGER, INC.; WALT DISNEY CO.; WEC ENERGY GROUP INC.; WILLIAMS CO, INC.; WORKDAY, INC. (sold 9/17/25); XPO, INC.; ZOETIS INC. (sold 7/10/25); PUTNAM INVESTMENTS; NORTHROP GRUMMAN; *For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: ALPHABET INC CL A ; APPLE, INC.; AMAZON COM. INC.; BROADCOM INC.; EATON CORP.; META PLATFORMS, INC.; MICROSOFT CORP.; NETFLIX INC.; NIVIDIA CORP.; TAIWAN SEMICONDUCTOR MFG. CO.; VISA, INC.; AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY INVESTMENTS; * The following real property, owned in part by the Trust, has a FMV over $1,000,000:; AIN # 7543 023 013; Palos Verdes Estates, CA; *For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP. (sold 12/5/25), AT&T. (Stanley Raskin 2006 Trust) · over $1,000,000 · Real property and stock as of 12/31/25

Schedule C · Income and business positions 1

SourceIncome
Sutter Medical Group
Medical Practice · Pediatrician · 11795 Education Street 3 100, Auburn, CA 95602		over $100,000
Spouse's or registered domestic partner's income

The filer's comments

A-1 A-1 includes holdings as of 12/31/25.

A-1 Charles Schwab stock owned.

A-2 I am a co-trustee and 33.33% remainder beneficiary in the trust. Income in "2" was transferred to Trust.

Where the portal and the PDF differ

The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.

WherePortalPDF
Businesses & trusts · interest.names ["*For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000: ACCENTURE (sold 9/15/25); ADOBE, INC.(sold 4/28/25); AIRBNB; AIR PRODUCT & CHEM, INC.; AIRBUS SE UNSPONSORED ADR (purchased 4/9/25); ALCON INC. (sold 3/14/25); AMERICAN EXPRESS; AMERICAN TOWER CORP.; ARTISTA NETWORKS INC. (bought 12/19/25); ASML HOLDING; ASTRAZANECA PLC ADR; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CAPITAL ONE FINANCIAL CORP.; CHARLES SCHWAB; CHIPOTLE MEXICAN GRILL INC. (bought 11/4/25); CVS HEALTH CORP COM (bought 1/16/25); DANAHER CORP. (bought 4/21/25); DATADOG, INC. (bought 8/8/25); DEERE AND CO.; ELI LILLY & CO. (sold 7/22/25); EQUINIX INC.; HALEON PLC ADR; HOME DEPOT, INC.; ILL TOOL WORKS, INC.; INTEL CORP.; INTERCONTINENTAL EXCHANGE INC. (sold 1/16/25); INTUIIT, INC.; INTUITIVE SURGICAL INC.; JOHNSON AND JOHNSON (bought 1/16/25); JP MORGAN CHASE; MARSH AND MCCLENNAN; MARTIN MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.(sold 5/2/25); MICROCHIP TECH. INC. (1/16/25); MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NOVO NORDISK (sold 8/6/25); O’REILLY AUTOMOTIVE; ORACLE CORP.; OTIS WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PARKER HANNAFIN; PAYPAL HOLDINGS, INC.; PEPSICO, INC.; PNC FINL SVCS GRP (bought 7/1/25); PROGRESSIVE CORP OHIO; ROCHE HOLDINGS ADR (bought 12/8/25); RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA; SERVICENOW INC. (bought 12/19/25); SHERWIN WILLIAMS COMPANY OHIO; STARBUCKS; STRYKER CORP.; SYNOPSIS INC. (bought 2/27/25); TARGET CORPORATION (sold 3/19/25); TESLA, INC.; THERMO FISHER SCIENTIFIC; TRAVELERS COMPANIES, INC.; US BANCORP (sold 7/1/25); UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP (sold 9/12/25); UNITED PARCEL SERVICE INC. (sold 2024); UNITED HEALTH GP, INC.;VERALTO CORP.; VERTEX PHARMACEUTICALS (bought 9/2/25); WW GRAINGER, INC.; WALT DISNEY CO.; WEC ENERGY GROUP INC.; WILLIAMS CO, INC.; WORKDAY, INC. (sold 9/17/25); XPO, INC.; ZOETIS INC. (sold 7/10/25); PUTNAM INVESTMENTS; NORTHROP GRUMMAN","*For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: ALPHABET INC CL A ; APPLE, INC.; AMAZON COM. INC.; BROADCOM INC.; EATON CORP.; META PLATFORMS, INC.; MICROSOFT CORP.; NETFLIX INC.; NIVIDIA CORP.; TAIWAN SEMICONDUCTOR MFG. CO.; VISA, INC.; AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY INVESTMENTS","* The following real property, owned in part by the Trust, has a FMV over $1,000,000:","AIN # 7543 023 013","Palos Verdes Estates, CA","*For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP. (sold 12/5/25), AT&T."]["*For the following assets, the FMV of shares owned by the Trust or total value of investment or FMV of the personal property is between $10,001 and 100,000: ACCENTURE (sold 9/15/25); ADOBE, INC.(sold 4/28/25); AIRBNB; AIR PRODUCT & CHEM, INC.; AIRBUS SE UNSPONSORED ADR (purchased 4/9/25); ALCON INC. (sold 3/14/25);","AMERICAN EXPRESS; AMERICAN TOWER CORP.; ARTISTA NETWORKS INC. (bought 12/19/25); ASML HOLDING; ASTRAZANECA PLC ADR; BANK OF AMERICA; BECTON DISKINSON & CO. ; BERKSHIRE HATHAWAY; CAPITAL ONE FINANCIAL CORP.; CHARLES SCHWAB; CHIPOTLE MEXICAN GRILL INC. (bought 11/4/25); CVS HEALTH CORP COM (bought 1/16/25); DANAHER CORP. (bought 4/21/25); DATADOG, INC. (bought 8/8/25); DEERE AND CO.; ELI LILLY & CO. (sold 7/22/25); EQUINIX INC.; HALEON PLC ADR; HOME DEPOT, INC.; ILL TOOL WORKS, INC.; INTEL CORP.; INTERCONTINENTAL EXCHANGE INC. (sold 1/16/25); INTUIIT, INC.; INTUITIVE SURGICAL INC.; JOHNSON AND JOHNSON (bought 1/16/25); JP MORGAN CHASE; MARSH AND MCCLENNAN; MARTIN","MARIETTA MATERIALS; MCKESSON CORP.; MERCK AND CO., INC.(sold 5/2/25); MICROCHIP TECH. INC.","(1/16/25); MONSTER BEVERAGES, MOTOROLA SOLUTIONS; NOVO NORDISK (sold 8/6/25); O’REILLY","AUTOMOTIVE; ORACLE CORP.; OTIS WORLDWIDE CORP.; PALO ALTO NETWORKS, INC.; PARKER HANNAFIN; PAYPAL HOLDINGS, INC.; PEPSICO, INC.; PNC FINL SVCS GRP (bought 7/1/25); PROGRESSIVE CORP OHIO; ROCHE HOLDINGS ADR (bought 12/8/25); RTX CORP.; S & P GLOBAL, INC.; SALESFORCE INC.; SEMPRA;","SERVICENOW INC. (bought 12/19/25); SHERWIN WILLIAMS COMPANY OHIO; STARBUCKS; STRYKER CORP.; SYNOPSIS INC. (bought 2/27/25); TARGET CORPORATION (sold 3/19/25); TESLA, INC.; THERMO FISHER","SCIENTIFIC; TRAVELERS COMPANIES, INC.; US BANCORP (sold 7/1/25); UBER TECHNOLOGIES, INC.; UNION PACIFIC CORP (sold 9/12/25); UNITED PARCEL SERVICE INC. (sold 2024); UNITED HEALTH GP, INC.;VERALTO CORP.; VERTEX PHARMACEUTICALS (bought 9/2/25); WW GRAINGER, INC.; WALT DISNEY CO.; WEC ENERGY GROUP INC.; WILLIAMS CO, INC.; WORKDAY, INC. (sold 9/17/25); XPO, INC.; ZOETIS INC. (sold 7/10/25); PUTNAM INVESTMENTS; NORTHROP GRUMMAN","*For the following assets, the FMV of shares owned by the Trust is between $100,000 and 1,000,000: ALPHABET INC CL A ; APPLE, INC.; AMAZON COM. INC.; BROADCOM INC.; EATON CORP.; META PLATFORMS, INC.;","MICROSOFT CORP.; NETFLIX INC.; NIVIDIA CORP.; TAIWAN SEMICONDUCTOR MFG. CO.; VISA, INC.;","AMERICAN CENTURY INVESTMENTS, STATE STREET GLOBAL ADVISORS; FIDELITY INVESTMENTS","* The following real property, owned in part by the Trust, has a FMV over $1,000,000:","AIN # 7543 023 013","Palos Verdes Estates, CA","*For the following assets, the FMV of shares owned by the Trust is between $2,000 and 10,000: COMCAST CORP. (sold 12/5/25), AT&T."]