Helen Zukin: 2025 Annual statement

Annual 2025: Judge, Court of Appeal, Second District · due 2026-03-02
Filed: 2026-02-27 · signed 02/27/2026 04:46 PM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (25 p.) · FPPC portal

Findings

Worth a look Gifts

Lists $590 in gifts from Los Angeles County Bar Association in 2025; the limit from one source is $560

The statement lists 2 gift(s) from Los Angeles County Bar Association dated in 2025, totalling $590. Judges may not accept gifts from one source worth more than $560 a year (Code of Civil Procedure 170.9).

What to check

Whether part of it was returned, or paid back, in time to not count (the filer's comments often say).
Whether the gifts are from one source (a couple is two sources) or are of a kind the limit doesn't cover (family, wedding gifts and the like).
The FPPC's gift fact sheet and Regulation 18940.2 for the exceptions.

Rule: Gifts from one source over the yearly limit

“The gift limit increased to $630 for calendar years 2025 and 2026. The gift limit in calendar year 2024 was $590.”Form 700 (2025/2026), What's New ✓ quoted from the saved copy · how this rule works

Schedule A-1 · Investments (under 10%) 96

Name	Business	Value
Accenture PLC	Professional services specializing in IT, strategy, consulting	$2,000–$10,000 disposed 2025-08-19
Adobe Inc	Software company	$2,000–$10,000 disposed 2025-08-19
Advanced Micro Devices, Inc.	Semiconductor company	$2,000–$10,000 acquired 2025-10-17
Air Products & Chemicals Inc.	Essential industrial gases and related equipment	$2,000–$10,000 acquired 2025-02-24 disposed 2025-11-25
Alphabet Inc.	Technology conglomerate holding company	$2,000–$10,000 disposed 2025-04-23
Amazon.com	Technology company, e-commercie, cloud computing, digital streaming, AI	$2,000–$10,000 acquired 2025-11-24
Amazon.com Inc	Technology company, e-commercie, cloud computing, digital streaming, AI	$2,000–$10,000 acquired 2025-08-19
Amazon.com Inc	Technology company, e-commercie, cloud computing, digital streaming, AI	$2,000–$10,000 acquired 2025-02-19
Ameren Corporation	Utility holding company	$2,000–$10,000 acquired 2025-01-16
Apple Inc.	Technology company providing consumer electronics, software, and services	$10,001–$100,000 disposed 2025-10-17
Applied Materials Inc	Supplies equipment, services and software for semiconductors	$2,000–$10,000 disposed 2025-08-19
Applovin Corporation	Mobile technology company	$2,000–$10,000 acquired 2025-11-24 disposed 2025-09-19
Arista Networks, Inc.	Computer networking company	$2,000–$10,000 acquired 2025-08-19
Atlassian Corp	Software company	$2,000–$10,000 disposed 2025-10-17
Autozone, Inc.	Retailer and distributor of automotive replacement parts and accessories	$2,000–$10,000 disposed 2025-04-23
BRISTOL MYERS SQUIBB CO	BIOPHARMACEUTICAL	$10,001–$100,000
Broadcom Inc.	Semiconductor and infrastructure software	$2,000–$10,000 acquired 2025-11-24
Cadence Design Systems Inc	Technology and computational software company	$2,000–$10,000 acquired 2025-11-24
CATERPILLAR INC	Construction, mining, engineering equipment manufacturer	$2,000–$10,000 acquired 2025-01-16
CLOUDFLARE, INC	Cloud services provider	$2,000–$10,000 acquired 2025-11-24
CME Group Inc	Financial services company	$2,000–$10,000 acquired 2025-04-30
CME Group Inc.	Financial services company	$2,000–$10,000 disposed 2025-04-24
CMS ENERGY CORPORATION	Energy company focused on utility operations	$2,000–$10,000 acquired 2025-01-16
COHERENT CORP	Manufacturer of optical materials and semiconductors	$2,000–$10,000 acquired 2025-10-17
CONOCOPHILLIPS	ENERGY COMPANY	$2,000–$10,000 acquired 2025-01-16 disposed 2025-10-24
Constellation Energy	Producer of clean carbon-free energy	$2,000–$10,000 acquired 2025-01-16
Coreweave, Inc.	Provider of AI infrastructure	$2,000–$10,000 acquired 2025-08-19
Crowdstrike Holdings, Inc.	Cybersecurity	$2,000–$10,000 disposed 2025-10-17
Datadog, Inc.	Cloud monitoring and security	$2,000–$10,000 acquired 2025-11-24
Dell Technologies Inc.	Technology	$2,000–$10,000 disposed 2025-01-16
Eaton Corp.	Industrial manufacturing, power management	$2,000–$10,000 acquired 2025-01-16
Elastic N.V.	Software company	$2,000–$10,000 disposed 2025-01-23
Emerson Electric Co.	Engineering services	$2,000–$10,000 acquired 2025-01-16 disposed 2025-12-17
EQT Corporation	Natural gas transportation	$2,000–$10,000 acquired 2025-10-24
EXPAND ENERGY CORP	Natural gas producer	$2,000–$10,000 acquired 2025-03-21
Exxon Mobil Corporation	Energy provider and chemical manufacturer	$2,000–$10,000 acquired 2025-01-16
FACTSET RESEARCH SYSTEMS INC	Financial data and software company	$2,000–$10,000 disposed 2025-04-24
GE VERNOVA LLC	Energy equipment manufacturing and services	$2,000–$10,000 acquired 2025-01-16
Graco Inc.	Development and manufacturing of fluid-handling systems and products	$2,000–$10,000 disposed 2025-04-24
HEWLETT PACKARD ENTERPRISE CO	Information technology company	$2,000–$10,000 acquired 2025-01-16 disposed 2025-04-23
Honeywell Intl Inc.	Aerospace, building automation, industrial automation, energy and sustainability solutions	$2,000–$10,000 acquired 2025-01-16
HOULIHAN LOKEY	INVESTMENT BANK AND FINANCIAL SERVICES	$10,001–$100,000 disposed 2025-03-20
HOULIHAN LOKEY	INVESTMENT BANK AND FINANCIAL SERVICES	$100,001–$1,000,000 acquired 2025-06-11
HOULIHAN LOKEY	INVESTMENT BANK AND FINANCIAL SERVICES	$100,001–$1,000,000 disposed 2025-04-09
Ingersoll Rand Inc.	Air, fluid, clean energy, and medical technologies services	$2,000–$10,000 acquired 2025-01-16
JOHNSON & JOHNSON	PHARMACEUTICALS, MEDICAL DEVICES, CONSUMER PACKAGED GOODS	$10,001–$100,000
JOHNSON & JOHNSON	PHARMACEUTICALS, MEDICAL DEVICES, CONSUMER PACKAGED GOODS	$2,000–$10,000 disposed 2025-04-23
Lennox International Inc	Heating, ventilation, air conditioning company	$2,000–$10,000 acquired 2025-01-16 disposed 2025-06-27
Linde PLC	Chemical company and industrial gas supplier	$2,000–$10,000 acquired 2025-01-16 disposed 2025-02-24
Lowes Companies Inc.	Home improvement company	$2,000–$10,000 disposed 2025-04-23
LUCID GROUP, INC	Automotive and technology company	$10,001–$100,000 acquired 2025-08-11
MARTIN MARIETTA MATERIALS,INC	Supplier of aggregates and heavy building materials	$2,000–$10,000 acquired 2025-01-16
MARVELL TECHNOLOGY, INC	Develops and produces semiconductors and related technology	$2,000–$10,000 acquired 2025-11-24
MASTERCARD INCORPORATED	FINANCIAL SERVICES	$2,000–$10,000 disposed 2025-04-23
MERCK & CO. INC.	PHARMACEUTICAL COMPANY	$10,001–$100,000
META PLATFORMS INC	TECHNOLOGY COMPANY	$2,000–$10,000 acquired 2025-11-24
METTLER-TOLEDO INTL INC	Analytical laboratory instrument manufacturing company	$2,000–$10,000 disposed 2025-04-23
MICRON TECHNOLOGY, INC.	SEMICONDUCTOR MANUFACTURING COMPANY	$2,000–$10,000 acquired 2025-11-24
MICROSOFT CORPORATION	TECHNOLOGY	$2,000–$10,000 acquired 2025-11-24
MICROSOFT CORPORATION	TECHNOLOGY	$2,000–$10,000 disposed 2025-04-24
MIRION TECHNOLOGIES INC.	nuclear measurement and detection systems	$2,000–$10,000 acquired 2025-06-27
MONGODB, INC.	DATABASE SOFTWARE COMPANY	$2,000–$10,000 disposed 2025-08-19
MOODY'S CORPORATION	FINANCIAL SERVICES, RISK ASSESSMENT	$2,000–$10,000 disposed 2025-04-23
MSCI INC	FINANCE COMPANY THAT OFFERS DATA, ANALYTICS, AND TECHNOLOGY	$2,000–$10,000 disposed 2025-04-23
NEXTERA ENERGY, INC	Electric power and energy infrastructure companies	$2,000–$10,000 acquired 2025-01-16
NOVO-NORDISK	PHARMACEUTICAL	$10,001–$100,000
NVENT ELECTRIC PUBLIC LIMITED COMPANY	Electrical connection and protection solutions	$2,000–$10,000 acquired 2025-10-24
NVIDIA CORPORATION	TECHNOLOGY	$2,000–$10,000
NVIDIA CORPORATION	TECHNOLOGY COMPANY	$2,000–$10,000 disposed 2025-11-24
NVIDIA CORPORATION	TECHNOLOGY COMPANY	$10,001–$100,000 disposed 2025-02-03
ORACLE CORPORATION	COMPUTER TECHNOLOGY COMPANY	$2,000–$10,000 acquired 2025-01-23
OTIS WORLDWIDE CORPORATION	Manufacturer of vertical transportation systems	$2,000–$10,000 disposed 2025-04-23
PALANTIR TECHNOLOGIES INC	Data integration and analytics platforms	$2,000–$10,000 acquired 2025-04-23
PEPSICO, INC	FOOD AND BEVERAGE COMPANY	$2,000–$10,000 disposed 2025-04-23
PFIZER	PHARMACEUTICAL AND BIOTECHNOLOGY CORP	$10,001–$100,000
PHILLIPS 66	PETROLEUM REFINERIES	$2,000–$10,000
PHILLIPS 66	PETROLEUM REFINERIES	$2,000–$10,000 acquired 2025-01-16 disposed 2025-03-21
PPL CORPORATION	ELECTRIC SERVICES COMPANY	$2,000–$10,000 acquired 2025-02-24
QUANTA SERVICES INC	INFRASTRUCTURE SERVICES FOR ENERGY AND UTILITY INDUSTRIES	$2,000–$10,000 acquired 2025-01-16
ROCKWELL AUTOMATION INC	industrial automation and digital transformation technologies	$2,000–$10,000 acquired 2025-01-16
SAMSARA INC	FLEET MANAGEMENT, SAFETY AND AI, COMPLIANCE, SITE VISIBILITY	$2,000–$10,000 acquired 2025-10-17
SHERWIN-WILLIAMS CO	PAINTS AND COATINGS COMPANY	$2,000–$10,000 disposed 2025-04-23
SNOWFLAKE INC	COMPUTER SOFTWARE COMPANY	$2,000–$10,000 acquired 2025-11-24
SOLSTICE ADVANCED MATERIALS INC	SPECIALTY CHEMICALS COMPANY	$2,000–$10,000 acquired 2025-12-17
STEEL DYNAMICS, INC	STEEL PRODUCER	$2,000–$10,000 acquired 2025-01-16
SYNOPSYS, INC	ELECTRONIC DESIGN AUTOMATION	$2,000–$10,000 disposed 2025-08-19
TAIWAN SEMICONDUCTOR MFG	SEMICONDUCTOR FOUNDRY	$2,000–$10,000 acquired 2025-08-19
TAIWAN SEMICONDUCTOR MFG	SEMICONDUCTOR FOUNDRY	$2,000–$10,000 acquired 2025-11-24
TJX COMPANIES INC	Off-price apparel and home fashions retailer	$2,000–$10,000 disposed 2025-04-23
TRANE TECHNOLOGIES	HVAC AND REFRIGERATION SYSTEMS	$2,000–$10,000 acquired 2025-01-16
UNITED RENTALS, INC	HEAVY EQUIPMENT AND TOOL RENTAL COMPANY	$2,000–$10,000 acquired 2025-10-24
UNITEDHEALTH GROUP INC	HEALTH INSURANCE COMPANY	$2,000–$10,000 disposed 2025-04-23
VARONIS SYSTEMS, INC	SOFTWARE COMPANY, DATA SECURITY, ANALYSIS AND COMPLIANCE	$2,000–$10,000 acquired 2025-08-19 disposed 2025-11-04
VERTIV HOLDINGS LLC	Designs and manufactures air conditioning technologies for data centers	$2,000–$10,000 acquired 2025-01-16
XCEL ENERGY INC	ELECTRIC AND NATURAL GAS DELIVERY COMPANY	$2,000–$10,000 acquired 2025-01-16
ZSCALER, INC	CLOUD SECURITY COMPANY	$2,000–$10,000 disposed 2025-06-20

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

Zukin Partners LLC Sole Proprietorship

Financial advisory · 800 Tarcuto Way, Los Angeles, CA 90077 · Spouse's business practice

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

Sources of $10,000+: XCF Global, Inc.

Schedule B · Real property 1

Property	Value	Rental income
3004 Prospect Ave., Santa Monica, CA 90405 Ownership/Deed of Trust	over $1,000,000	over $100,000 Tenants Nick and Laura Segal

Schedule C · Income and business positions 9

Source	Income
Ethos Space Corp. Energy and construction company using lunar resources to build in space · Spouse's income · 3904 Grand View Blvd., Los Angeles, CA 90066	$1,001–$10,000 Spouse's or registered domestic partner's income
Goldman Sachs MN8 Energy LLC (prev. Renewable Power) Renewable energy · Investor · 2121 Avenue of the Stars, Suite 2600, Los Angeles, CA 90067	$1,001–$10,000 Partnership
Goldman Sachs Vintage Real Estate Partners Real estate · Investor · 2121 Avenue of the Stars, Suite 2600, Los Angeles, CA 90067	$1,001–$10,000 Partnership
Kennedy Lewis Capital Partners Private equity · Investor · 225 Liberty Street, Ste 4210, NY, NY 10281	$10,001–$100,000 Partnership
Lindsay Goldberg Private equity · Investor · 630 Fifth Ave., NY, NY 10111	$10,001–$100,000 Partnership
Olympus Capital Asia Private equity · Spouse's investment · 245 East Friendly Ave., suite 200, Greensboro, NC 27401	$1,001–$10,000 Partnership
Shemin Real Estate, LLC Real estate · Spouse's investment · 10250 Constellation Blvd., 5th Floor, Los Angeles, CA 90067	over $100,000 Spouse's or registered domestic partner's income
Sixth Street Fundamental Strategies Partners Private equity · Investor · 2100 McKinney Ave., Suite 1500, Dallas, TX 75201	$10,001–$100,000 Partnership
Winstar Properties Real estate · Investor · 5670 Wilshire Blvd., Los Angeles, CA 90036	$1,001–$10,000 Other: Investing member of LLC

Schedule D · Gifts 3

From	Gifts	Total
Los Angeles County Bar Association · from the PDF 444 South Flower St., #2500, Los Angeles, CA 90071	2025-04-01 · Admission to bar event · $225 2025-06-20 · Admission to bar event · $365	$590
Southern California Chinese Lawyers Association · from the PDF PO Box 711114, Los Angeles, CA 90071	2025-05-22 · Admission dinner event · $100	$100
The Armenian Bar Association · from the PDF P.O. Box 29111, Los Angeles, CA 90029	2025-06-10 · Admission to dinner event · $225	$225