Zayner (Redacted) Family Trust trust · from the PDF
191 N. First St., San Jose, CA 95113
Value — · gross income $10,001–$100,000
Holds: Alphabet Inc. (Communication Services) · $10,001–$100,000 · Stock
Theodore C Zayner › Form 700
Theodore C Zayner: 2024 Annual statement
- Annual 2024
- Judge, Santa Clara County Superior Court · due 2025-03-03
- Filed
- 2025-02-11 · signed 02/11/2025 01:52 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (32 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 45
| Name | Business | Value | |
|---|---|---|---|
| Abbvie Inc | Healthcare | $10,001–$100,000 | |
| Agnico Eagle Mines Ltd (formerly Kirkland Lake Gold L | Materials | $10,001–$100,000 | |
| Alphabet Inc. | Communication Services | $10,001–$100,000 | |
| Amazon.com Inc | Consumer Discretionary | $10,001–$100,000 | |
| Amgen Inc. | Healthcare | $10,001–$100,000 | |
| Apple Inc | Technology | $10,001–$100,000 | |
| Arthur Gallagher &Co | Financial Services | $10,001–$100,000 | |
| Booking Holdings Inc | Consumer Discretionary | $10,001–$100,000 | |
| Charles Schwab Corp | Financial Services | $10,001–$100,000 | |
| Chevron Corp | Energy | $10,001–$100,000 | |
| Chubb Corp. | Financial Services | $10,001–$100,000 | |
| Cisco Systems | Technology | $10,001–$100,000 | |
| Coca-Cola Co | Consumer Staples | $2,000–$10,000 | |
| Comcast Corp | Communication Services | $10,001–$100,000 | |
| Costco Wholesale Co | Consumer Staples | $10,001–$100,000 | |
| Diageo Plc | Consumer Staples | $10,001–$100,000 disposed 2024-09-10 | |
| Emerson Electric | Industrial | $2,000–$10,000 | |
| Exxon Mobil Corp | Energy | $10,001–$100,000 | |
| General Mills Inc | Consumer Staples | $2,000–$10,000 | |
| Home Depot Inc | Consumer Discretionary | $10,001–$100,000 | |
| Intel Corp. | Technology | $2,000–$10,000 disposed 2024-08-15 | |
| JP Morgan Chase &Co | Financial Services | $10,001–$100,000 | |
| Linde Plc | Materials | $10,001–$100,000 | |
| Masco Corp | Industrial | $2,000–$10,000 | |
| Medtronic Plc | Healthcare | $10,001–$100,000 | |
| Merck &Co. Inc. | Healthcare | $10,001–$100,000 disposed 2024-12-03 | |
| Microsoft Corp | Technology | $10,001–$100,000 | |
| Pfizer Inc. | Healthcare | $10,001–$100,000 | |
| Procter &Gamble | Consumer Staples | $10,001–$100,000 | |
| Qualcomm Inc | Technology | $10,001–$100,000 | |
| Roper Technologies | Industrial | $10,001–$100,000 | |
| Shell PLC (formerly Royal Dutch Shell) | Energy | $2,000–$10,000 | |
| Stryker Corp | Healthcare | $10,001–$100,000 | |
| TE Connectivity Ltd | Technology | $2,000–$10,000 | |
| Thermo Fisher | Healthcare | $10,001–$100,000 | |
| TJX Companies Inc | Consumer Discretionary | $10,001–$100,000 | |
| United Healthcare Inc. | Healthcare | $10,001–$100,000 | |
| Verizon Communications | Communication Services | $2,000–$10,000 | |
| Visa Inc | Technology | $10,001–$100,000 | |
| Walt Disney Co. | Communication Services | $10,001–$100,000 | |
| Xylem Inc | Industrial | $2,000–$10,000 | |
| S&P Global, Inc. | Financial Services | $10,001–$100,000 acquired 2024-07-25 | |
| Eli Lilly & Co | Healthcare | $2,000–$10,000 acquired 2024-12-03 | |
| Adobe Inc | Technology | $2,000–$10,000 acquired 2024-03-01 | |
| Salesforce Com | Technology | $2,000–$10,000 acquired 2024-02-16 |
Schedule A-2 · Businesses & trusts (10% or more) 42
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Xylem (Industrial) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: General Mills Inc. (Consumer Staples) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Thermo Fisher Scientific (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Apple Inc (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Merck &Co. Inc. (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Linde PLC (Materials) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Masco Corp. (Industrial) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Costco Wholesale Corp. (Consumer Staples) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Emerson Electric (Industrial) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Chubb Corp (Financial Services) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Visa Inc (Financial Services) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Abbvie Inc (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Medtronic PLC (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: S&P Global Inc. (Financial Services) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Intel Corp (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: TE Connectivity Ltd (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Arthur J. Gallagher &Co (Financial Services) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Eli Lilly & Co. (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Qualcomm Inc. (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Cisco Systems Inc. (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Home Depot (Consumer Discretionary) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: TJX Companies Inc. (Consumer Discretionary) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Diageo PLC (Consumer Staples) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Walt Disney Co. (Communication Services) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Booking Holdings Inc (Consumer Discretionary) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: J.P. Morgan Chase &Co. (Financial Services) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Microsoft Corp. (Technology) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Amazon Com Inc. (Consumer Discretionary) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Schwab (Charles) Corp. (Financial Services) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Pfizer Inc. (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: United Healthcare Group (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Comcast Corp (Communications) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Chevron (Energy) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Amgen Inc. (Healthcare) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Roper Technologies Inc. (Industrial) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Agnico Eagle Mines Ltd. (formerly Kirkland Lake Gold) (Materials) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Procter &Gamble Inc. (Consumer Staples) · $10,001–$100,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Verizon Communications (Communication Services) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Coca-Cola Co (Consumer Staples) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Adobe Inc. (Technology) · $2,000–$10,000 · Stock
Same trust · from the PDF
Same
Value — · gross income $10,001–$100,000
Holds: Salesforce.Com (Technology) · $10,001–$100,000 · Stock
Schedule E · Travel paid by others 2
| Paid by | Trip | Amount | |
|---|---|---|---|
| Thomson Reuters/The Rutter Group 610 Opperman Dr., Eagan, MN 55123 | Speaker compensation for teaching on the Rutter Group Judicial Panel Webinar on Civility in the Legal Profession. · Income | $500 | |
| Association of Business Trial Lawyers 663 S. Rancho Santa Fe Rd. #637, San Marcos, CA 92078 | Travel reimbursement for travel to Monterey CA 4/12-14/2024 and participation as Board member in Board of Governors meeting, workshop, and MCLE. · Income | $744.36 |
The filer's comments
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA)
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-1 All investments listed on Schedule A-1 held in Individual Retirement Account (IRA).
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.
A-2 All investments listed on Schedule A-2 held in Trust with overall gross income to Trust as stated in section 2.