Carolyn M Caietti › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Apple | Technology / Electronics | $100,001–$1,000,000 | |
| Berkshire Hathaway | Investment | $10,001–$100,000 acquired 2024-09-24 | |
| CION | Lender to small businesses | $10,001–$100,000 acquired 2024-09-24 | |
| Delta (DAL) | Airline, Travel | $10,001–$100,000 | |
| F&G Annuities and Life Co. (FG) (see comment) | Annuity and life insurance policies | $2,000–$10,000 | |
| Fidelity National Finance (FNF) | Title Insurance / Real Estate Services | $10,001–$100,000 | |
| Marriott (MAR) | Hotel, Travel | $10,001–$100,000 | |
| Microsoft (MSFT) | Technology, Electric | $10,001–$100,000 | |
| ONEOK, Inc. (OKE) | Midstream service provider of NGL. See comments section below. | $10,001–$100,000 | |
| PJT Partners, Inc. | Investment/Business Advisors | $2,000–$10,000 | |
| Salesforce | Cloud-based software | $10,001–$100,000 |
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income over $100,000
Sources of $10,000+: No single tenant pays $10,000 or more in rental income with regard to my pro rata share.
Holds: Parcel Number: 444-411-04-00; 441-411-14-00 (Apartment Complex, San Diego, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income $10,001–$100,000
Sources of $10,000+: Pro rata share of income is not $10,000 or more.
Holds: Parcel Number: 358-540-01-61 (Townhouse, San Diego, CA) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income $10,001–$100,000
Sources of $10,000+: No single tenant pays $10,000 or more in rental income with regard to my pro rata share.
Holds: Parcel Number: 423-576-15-00 (House Rental, San Diego, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income over $100,000
Sources of $10,000+: No single tenant pays $10,000 or more in rental income with regard to my pro rata share.
Holds: Parcel Number: 416-302-14-00 (Apartment Complex, San Diego, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust · from the PDF
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income $10,001–$100,000
Holds: Parcel Nos. 416-451-20-01 through 416-451-20-05 (Multi-Family Residental Units) · over $1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income over $100,000
Sources of $10,000+: No single tenant pays $10,000 or more in rental income with regard to my pro rata share.
Holds: Parcel Number 415-542-19-00 (Duplex Rental, San Diego, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Caietti Family Trust dated 12/23/97 trust
c/o Robert Caietti (See Caietti Law Group for address)
Value — · gross income over $100,000
Sources of $10,000+: In 2024, Caietti Family Trust was a partial owner of buildings/parcels 416-302-14-00, 423-576-15-00, 415-542-19-00, 444-411-04-00, 444-441-14-00. The pro rata share of income from a single source (tenant) is not $10,000 or more in 2024 as to these buildings/parcels. The Caietti Family Trust is 100% owner of 358-540-01-61. The pro rata share of income does not exceed $10,000. Caietti Family Trust owns Shandrew Properties, LLC which owns 416-451-20-01, 416-451-20-02, 416-451-20-03, 416-451-20-04, 416-451-20-05. Addendum to Schedule A-2 lists the names of the tenants for whom the pro rata share of income exceeds $10,000 as to Shandrew Properties, LLC.
Holds: Caietti Family Trust dated 12/23/97 (See Attachment) · over $1,000,000 · Trust
Caietti Law Group APC
Law Firm · 8885 Rio San Diego Dr., Ste 232, San Diego, CA 92108 · Spouse is owner of law firm APC
Value $10,001–$100,000 · gross income over $100,000
Sources of $10,000+: MYOBZ, LLC; Peter Preovolos; Multi-Site Management, LLC; Mario Rivera; Suzanne Watson; Michelle DePhillippis; East County Transitional Living Center; Maria Santoyo-de-Hernandez; Morgan Stewart
Shandrew Properties, LLC LLC
Property · c/o Robert Caietti (See Caietti Law Group for address) · Trust is member of LLC
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Sam Pidgeon; Max Pidgeon; Nick Lampron; Taylor Holman; Sierra Flemmer; Gillan Murphy; Dane Zieperski; Jarrod Altenborg; Tim Williams; Alanna Mitchel
Holds: Shandrew Properties, LLC (Parcel Nos. 416-451-20-01 through 416-451-20-05) · over $1,000,000 · Property Ownership/Deed of Trust
| From | Gifts | Total | |
|---|---|---|---|
| Association of Business Trail Lawyers (ABTL) · from the PDF 8030 La Mesa Blvc., #127, La Mesa, CA 91942 | 2024-01-02 · ABTL Membership, dinners at reduced rate · $235 | $235 |
A-1 F&G Annuities and Life (FG) market value is now less than $1000; form could not be filed without one of these boxes checked.
A-1 Formerly reported Magellan Midstream Partners (MMP) was sold to ONEOK, Inc. (OKE) in 2023.
A-2 See Attachment to Schedule A-2.
A-2 See Attachment to Schedule A-2.
A-2 See Attachment to Schedule A-2.
A-2 See Attachment to Schedule A-2.
A-2 LLC was formed in 2021 and assets transferred in 2022. See Attachment to Schedule A-2.