Geoffrey M. Howard and Deborah A. Odier Revocable Trust Dated July 1, 2005 trust · from the PDF
Personal residence
Value — · gross income $0–$499
Holds: Personal residence (Tiburon, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Geoffrey M Howard › Form 700
Geoffrey M Howard: 2024 Annual statement
- Annual 2024
- Judge, Marin County Superior Court · due 2025-03-03
- Filed
- 2025-02-15 · signed 02/15/2025 10:21 AM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (18 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 71
| Name | Business | Value | |
|---|---|---|---|
| Advanced Micro Devic | Technology | $2,000–$10,000 disposed 2024-08-01 | |
| Aflac Inc 3.6%30 Due 04/01/30 | Insurance · Corporate Bond | $2,000–$10,000 | |
| Alphabet Inc. Class A | Media & Communications | $10,001–$100,000 disposed 2024-12-16 | |
| Amazon.Com Inc | Consumer Discretionary | $100,001–$1,000,000 | |
| Apple Inc | Technology | $100,001–$1,000,000 disposed 2024-12-23 | |
| Apple Inc. 4.45%44 Due 05/06/44 | Technology · Corporate Bond | $10,001–$100,000 acquired 2024-01-29 | |
| Apple Inc. 4.5%36 Due 02/23/36 | Technology · Corporate Bond | $10,001–$100,000 | |
| Applied Materials | Technology | $2,000–$10,000 disposed 2024-08-05 | |
| Arista Networks Inc | Technology | $10,001–$100,000 acquired 2024-11-12 | |
| Bank Of America 3.248%27 Due 10/21/27 | Financials · Corporate Bond | $10,001–$100,000 | |
| Berkshire Hathaway Class B | Financials | $100,001–$1,000,000 disposed 2024-12-23 | |
| BlackRock, Inc. 3.25%29 Due 04/30/29 | Financials · Corporate Bond | $10,001–$100,000 | |
| Booking Holdings Inc | Consumer Discretionary | $100,001–$1,000,000 | |
| Boston Scientific Co | Healthcare | $10,001–$100,000 | |
| Broadcom Inc | Technology | $100,001–$1,000,000 | |
| Broadcom Inc. 5.15%31 Due 11/15/31 | Technology · Corporate Bond | $10,001–$100,000 acquired 2024-10-22 | |
| Cardinal Health, 3.75%25 Due 09/15/25 | Healthcare · Corporate Bond | $10,001–$100,000 | |
| Caterpillar Inc | Industrials | $100,001–$1,000,000 | |
| Chubb LTD F | Financials | $100,001–$1,000,000 | |
| Comcast Corp 4.25%33 Due 01/15/33 | Media & Communications · Corportate Bond | $10,001–$100,000 | |
| Comcast Corp 4.6%38 Due 10/15/38 | Media & Communications · Corporate Bond | $2,000–$10,000 | |
| Constellation Energy Cor | Utilities | $100,001–$1,000,000 acquired 2024-06-18 | |
| Costco Wholesale Co | Consumer Staples | $100,001–$1,000,000 acquired 2024-01-04 | |
| Digital Realty Trust REIT | Real Estate & REITs | $100,001–$1,000,000 acquired 2024-09-16 | |
| Exxon Mobil Corp | Energy | $10,001–$100,000 | |
| Fedex Corp 4.2%28 Due 10/17/28 | Transportation and Logistics · Corporate Bond | $10,001–$100,000 | |
| Hitachi LTD Ordf | Industrials | $100,001–$1,000,000 | |
| Honeywell Internt 4.5%34 Due 01/15/34 | Industrials · Corporate Bond | $10,001–$100,000 | |
| Icici Bank LTD F Sponsored ADR | Financials | $100,001–$1,000,000 acquired 2024-01-11 | |
| Ingersoll Rand Inc | Industrials | $100,001–$1,000,000 | |
| Intuitive Surgical | Healthcare | $100,001–$1,000,000 | |
| Johnson & Johnson | Healthcare | $100,001–$1,000,000 | |
| Johnson & Johnso 5.85%38 Due 07/15/38 | Healthcare · Corporate Bond | $10,001–$100,000 acquired 2024-04-10 | |
| JPMorgan Chase & Co | Financials | $100,001–$1,000,000 acquired 2024-01-17 | |
| JPMorgan Chase & 5.5%40 Due 10/15/40 | Financials · Corporate Bond | $10,001–$100,000 | |
| Labcorp Holdings 4.35%30 Due 04/01/30 | Healthcare · Corporate Bond | $10,001–$100,000 acquired 2024-09-17 | |
| Linde PLC F | Basic Materials | $10,001–$100,000 | |
| Mckesson Corp | Healthcare | $100,001–$1,000,000 disposed 2024-09-24 | |
| Medtronic PLC 4.375%35 Due 03/15/35 | Healthcare · Corporate Bond | $10,001–$100,000 | |
| Mercadolibre Inc | Technology | $10,001–$100,000 | |
| Meta Platforms Inc Class A (FB) | Media & Communications | $100,001–$1,000,000 | |
| Microsoft Corp | Technology | $10,001–$100,000 disposed 2024-12-16 | |
| Microsoft Corp 5.3%41 Due 02/08/41 | Technology · Corporate Bond | $10,001–$100,000 | |
| Netflix Inc | Media & Communications | $10,001–$100,000 | |
| Novo-Nordisk A S F Sponsored ADR | Healthcare | $2,000–$10,000 disposed 2024-10-02 | |
| Nvidia Corp | Technology | $100,001–$1,000,000 | |
| Oracle Corp | Technology | $100,001–$1,000,000 | |
| Palantir Technologies In Class A | Technology | $100,001–$1,000,000 acquired 2024-08-08 | |
| Parker-Hannifin Corp | Industrials | $100,001–$1,000,000 | |
| Procter & Gamble | Consumer Staples | $10,001–$100,000 disposed 2024-12-03 | |
| Regions Finl Co | Financials | $100,001–$1,000,000 acquired 2024-01-22 | |
| Ryder System, I 5.375%29 Due 03/15/29 | Transportation and Logistics · Corporate Bond | $10,001–$100,000 acquired 2024-07-23 | |
| Schneider Electric Ordf | Transportation and Logistics | $10,001–$100,000 acquired 2024-05-31 | |
| Service Now Inc | Technology | $100,001–$1,000,000 acquired 2024-09-26 | |
| T-Mobile US Inc | Media & Communications | $100,001–$1,000,000 | |
| Taiwan Semiconductr F Sponsored ADR | Technology | $100,001–$1,000,000 acquired 2024-05-23 | |
| Texas Instruments 4.9%33 Due 03/14/33 | Technology · Corporate Bond | $10,001–$100,000 | |
| The Allstate Cor 5.25%33 Due 03/30/33 | Insurance · Corporate Bond | $100,001–$1,000,000 | |
| The Clorox CO 4.4%29 Due 05/01/29 | Consumer Staples · Corporate Bond | $10,001–$100,000 | |
| The Home Depot, I 4.5%32 Due 09/15/32 | Consumer Discretionary · Corporate Bond | $10,001–$100,000 | |
| The Procter & GA 5.55%37 Due 03/05/37 Due Mar 5, 2037 | Consumer Staples · Corporate Bond | $10,001–$100,000 | |
| Toyota Motor Cred 5.1%31 Due 03/21/31 | Automotive · Corporate Bond | $10,001–$100,000 | |
| Verizon Communi 4.329%28 Due 09/21/28 | Media & Communications · Corporate Bond | $10,001–$100,000 | |
| Verizon Communic 5.05%33 Due 05/09/33 | Media & Communications · Corporate Bond | $2,000–$10,000 | |
| Verizon Communic 5.25%37 Due 03/16/37 | Media & Communications · Corporate Bond | $10,001–$100,000 acquired 2024-08-07 | |
| Visa Inc Class A | Financials | $100,001–$1,000,000 | |
| Visa Inc. 4.15%35 Due 12/14/35 | Financials · Corporate Bond | $10,001–$100,000 | |
| Waste Management 4.15%32 Due 04/15/32 | Industrials · Corporate Bond | $10,001–$100,000 | |
| Waste Management 4.95%35 Due 03/15/35 Due Mar 15, 2035 | Industrials · Corporate Bond | $2,000–$10,000 | |
| Aflac | Insurance · Corporate bond | $2,000–$10,000 | |
| Alphabet | Technology | $10,001–$100,000 disposed 2024-08-01 |
Schedule A-2 · Businesses & trusts (10% or more) 5
Macme Investments, LLC LLC
investment · 1 Blackfield Dr., Ste 246 · Member
Value $0–$1,999 · gross income over $100,000
Sources of $10,000+: Alexandra Wells, Saffron & Poe, The Workroom Interiors, LLC, Erik Bringard, Adrian Suarez
Holds: 014-053-02 (Mill Valley, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Macme Investments, LLC LLC
investment · 1 Blackfield Dr., Ste 246 · Member
Value $0–$1,999 · gross income $10,001–$100,000
Sources of $10,000+: Mitch Hoertz
Holds: Block 688, Lot 205 (San Francisco, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Macme Investments, LLC LLC
investment · 1 Blackfield Dr., Ste 246 · Member
Value $0–$1,999 · gross income $10,001–$100,000
Sources of $10,000+: Diego Madrazo, Bronson Starsiak
Holds: Block 688, Lot 204 (San Francisco, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Macme Investments, LLC LLC
investment · 1 Blackfield Drive, Ste. 246 · Member
Value $0–$1,999 · gross income over $100,000
Sources of $10,000+: Jose Miguel Gonzalez, Niharika Sachdeva, Tyler Rudolph, Melinda Mockovak, Alexander Demoulin, Carolynn Davern, David Calvert
Holds: Block 2610, Lot 013 (San Francisco, CA) · over $1,000,000 · Property Ownership/Deed of Trust
Schedule C · Income and business positions 1
| Source | Income | |
|---|---|---|
| Coldwell Banker Real Estate · Realtor · 1560 Van Ness Ave, San Francisco | $10,001–$100,000 Spouse's or registered domestic partner's income |