California Files

David J Hesseltine › Form 700

David J Hesseltine: 2025 Annual statement

Annual 2025
Judge, Orange County Superior Court · due 2026-03-02
Filed
2026-02-13 · signed 02/13/2026 09:50 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (11 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 4

NameBusinessValue
Golden State Partners, LLCRestuarant/Bar · Limited Liability Company Interest$2,000–$10,000
TIG 4R LLCResidential Housing Development Project in Oregon · Less than 1.5% LLC Membership Interest$10,001–$100,000
Tesla, Inc.Electric cars, batteries, and other products$10,001–$100,000
TIG Orrin LLCResidential Housing Development Project in Oregon · Small minority LLC Membership Interest$10,001–$100,000

Schedule A-2 · Businesses & trusts (10% or more) 3

Hunsaker Irrevocable Trust dated February 26, 1997 FBO Katherine E. Hesseltine trust · from the PDF

273 N. Grant Street, Canby, OR 97013

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

Sources of $10,000+: Regina Hunsaker

Holds: APN 050-111-21, Newport Beach, CA, Fair Market Value Over $1,000,000, Property Ownership; APN 7756-051-069, La Quinta, CA, Fair Market Value $100,001 - $1,000,000, Property Ownership (SEE ATTACHED) · over $1,000,000 · Property Ownership/Deed of Trust

Hunsaker Trust (continued to show additional asset) trust · from the PDF

273 N. Grant Street, Canby, OR 97103

Value — · gross income $0–$499

Holds: Toffoli Investments, LLC (Real Estate Development) · $10,001–$100,000 · Trust made a loan to the identified LLC

The RMH Legacy Trust U/A DTD 9/4/20 FBO Katherine E. Hesseltine trust · from the PDF

1624 SE 11th Place Canby, OR 97013

Value — · gross income $0–$499

Holds: Advanced Micro Devices Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock ownership; AeroVironment Inc., Business Activity is Defense Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Alphabet Inc., Business Activity is Technology Holding Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Amazon.com Inc., Business Activity is Technology and E-Commerce, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; American Electric Power Company Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Apple Inc., Business Activity is Technology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; AbbVie Inc., Business Activity is Biopharmaceuticals, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; ASML Holding N.V., Business Activity is Lithography Systems for Semiconductors, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Berkshire Hathaway, Business Activity is a Holding Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Broadcom Inc., Business Activity is Semiconductors/Software Infrastructure, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Cameco Corporation, Business Activity is Uranium Fuel Provider, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Checkpoint Software Technologies Ltd., Business Activity is Cybersecurity, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Chevron Corporation, Business Activity is Energy Oil/Natural Gas, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Cisco Systems Inc., Business Activity is Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Cloudflare Inc., Business Activity is Cloud Services Provides, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; CRISPR Therapeutics AG, Business Activity is Biotechnology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Crowd Strike Holdings Inc., Business Activity is Cloud-Native Cybersecurity, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; CyberArk Software Ltd., Business Activity is Networking and Security, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Duke Energy Corporation, Business Activity is Energy Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Eaton Corporation PLC, Business Activity is Power Management, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Echo Star Corporation, Business Activity is Communications and Content Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Enbridge Inc., Business Activity is Energy Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership; Evergy Inc., Business Activity is Energy Services, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership; Gilead Sciences Inc., Business Activity is Biopharmaceuticals, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Global Star Inc., Business Activity is Satellite Telecommunications, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Hilton Worldwide Holdings Inc., Business Activity is Hospitality, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Home Depot Inc., Business Activity is Home Improvement Retailer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Hon Hai Precision Industry Company Ltd., Business Activity is Electronics Contract Manufacturer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Intuitive Surgical Inc., Business Activity is Biotechnology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Johnson and Johnson, Business Activity is Medical/Technology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; JP Morgan Chase & Co., Business Activity is Financial Services, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Lowes Companies Inc., Business Activity is Home Improvement Retailer, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Marvell Technology Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; MDU Resources Group Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Meta Platforms Inc., Business Activity is Technology Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Microsoft Corporation, Business Activity is Technology Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; MP Materials Corporation, Business Activity is Rare Earth Materials, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Nvidia Corporation, Business Activity is Microchips, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Palantir Technologies Inc., Business Activity is Software, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Proctor & Gamble Companies, Business Activity is Consumer Goods, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Regions Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Robinhood Markets, Inc., Business Activity is Financial Services Platform, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; RTX Corporation, Business Activity is Aerospace and Defense, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Sales Force Inc., Business Activity is Cloud Computing, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Symbotic Inc., Business Activity is Robotics and Automation, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; TC Energy Corporation, Business Activity is Energy Infrastructure, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Texas Instruments Inc., Business Activity is Semiconductors/Microchips, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; The Coca-Cola Company, Business Activities is Consumer Beverages, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; Truist Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ; Walmart Inc., Business Activity is Retailer, Fair Market Value $100,001-$1,000,000, Acquired 10/01/25, Stock Ownership ; Waste Management Inc., Business Activity is Comprehensive Environmental Solutions, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ; RRH Limited Partnership, Business Activity is Real Estate Investing, Fair Market Value is $100,001-$1,000,000, Acquired 01/01/25, Trust holds a limited partner interest of less than 4% (SEE ATTACHED) · over $1,000,000 · SEE ATTACHED

Schedule C · Income and business positions 3

SourceIncome
Golden State Partners, LLC
Restaurant/Bar · My wife and I are investors · 810 Crossway Road, Burlingame, CA 94010
no income (position only)
Other: Limited Liability Company Interest of less than 10%
TIG Orrin LLC
Residential Housing Development Project in Oregon · My wife is an investor (she received it as gift from her parents) · 9830 Irvine Center Drive, Irvine, CA 92618
no income (position only)
Other: Very small minority LLC interest
TIG 4R LLC
Residential Housing Development Project in Oregon · My wife is an investor (she received it as gift from her parents) · 9830 Irvine Center Drive, CA 92618
$1,001–$10,000
Other: Income received as distribution based on LLC interest of less than 1.5%

Schedule D · Gifts 5

FromGiftsTotal
Orange County Bar Association · from the PDF
PO Box 6130 Newport Beach, CA 92658
2025-01-16 · Judges' Night -- Annual Installation/Awards Dinner · $200
2025-05-19 · Price Reduction for Justice Goethals Retirement Reception · $35
2025-06-05 · Price Reduction for OCBA Summer Social · $50
$285
Association of Business Trial Lawyers--Orange County · from the PDF
8502 E. Chapman Ave #443 Orange, CA 92869
2025-01-22 · Dinner & Education Program · $150
2025-05-21 · Dinner & Education Program · $150
2025-09-03 · Dinner & Education Program · $150
$450
American Board of Trial Advocates Orange County Chapter · from the PDF
2100 Redondo Beach Blvd., Ste. C, Torrance, CA 90504
2025-10-15 · Judges' Night Dinner & Award Ceremony · $150
$150
Orange County Bar Association
(List of Events Continued)
2025-08-27 · Business Litigation Section--Meeting New Civil Judges · $60
2025-11-06 · Appellate Section Supreme Court Update & Justice Sills Award Presentation · $40
$100
Association of Business Trial Lawyer--Orange County
(List of Events Continued)
2025-11-12 · Dinner & Education Program · $150
$150

Schedule E · Travel paid by others 1

Paid byTripAmount
Association of Business Trial Lawyer
8502 E. Chapman Ave #443, Orange, CA 92869
Wailea Beach Resort, Maui, Hawaii · 2025-10-07 to 2025-10-12 · made a speech / panel · Gift$3,865.25

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 ["Advanced Micro Devices Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock ownership","AeroVironment Inc., Business Activity is Defense Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Alphabet Inc., Business Activity is Technology Holding Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Amazon.com Inc., Business Activity is Technology and E-Commerce, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","American Electric Power Company Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Apple Inc., Business Activity is Technology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","AbbVie Inc., Business Activity is Biopharmaceuticals, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","ASML Holding N.V., Business Activity is Lithography Systems for Semiconductors, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Berkshire Hathaway, Business Activity is a Holding Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Broadcom Inc., Business Activity is Semiconductors/Software Infrastructure, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Cameco Corporation, Business Activity is Uranium Fuel Provider, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Checkpoint Software Technologies Ltd., Business Activity is Cybersecurity, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Chevron Corporation, Business Activity is Energy Oil/Natural Gas, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Cisco Systems Inc., Business Activity is Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Cloudflare Inc., Business Activity is Cloud Services Provides, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","CRISPR Therapeutics AG, Business Activity is Biotechnology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Crowd Strike Holdings Inc., Business Activity is Cloud-Native Cybersecurity, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","CyberArk Software Ltd., Business Activity is Networking and Security, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Duke Energy Corporation, Business Activity is Energy Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Eaton Corporation PLC, Business Activity is Power Management, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Echo Star Corporation, Business Activity is Communications and Content Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Enbridge Inc., Business Activity is Energy Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Evergy Inc., Business Activity is Energy Services, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Gilead Sciences Inc., Business Activity is Biopharmaceuticals, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Global Star Inc., Business Activity is Satellite Telecommunications, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Hilton Worldwide Holdings Inc., Business Activity is Hospitality, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Home Depot Inc., Business Activity is Home Improvement Retailer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Hon Hai Precision Industry Company Ltd., Business Activity is Electronics Contract Manufacturer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Intuitive Surgical Inc., Business Activity is Biotechnology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Johnson and Johnson, Business Activity is Medical/Technology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","JP Morgan Chase & Co., Business Activity is Financial Services, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Lowes Companies Inc., Business Activity is Home Improvement Retailer, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Marvell Technology Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","MDU Resources Group Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Meta Platforms Inc., Business Activity is Technology Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Microsoft Corporation, Business Activity is Technology Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","MP Materials Corporation, Business Activity is Rare Earth Materials, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Nvidia Corporation, Business Activity is Microchips, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Palantir Technologies Inc., Business Activity is Software, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Proctor & Gamble Companies, Business Activity is Consumer Goods, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Regions Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Robinhood Markets, Inc., Business Activity is Financial Services Platform, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","RTX Corporation, Business Activity is Aerospace and Defense, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Sales Force Inc., Business Activity is Cloud Computing, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Symbotic Inc., Business Activity is Robotics and Automation, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","TC Energy Corporation, Business Activity is Energy Infrastructure, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Texas Instruments Inc., Business Activity is Semiconductors/Microchips, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","The Coca-Cola Company, Business Activities is Consumer Beverages, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","Truist Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership ","Walmart Inc., Business Activity is Retailer, Fair Market Value $100,001-$1,000,000, Acquired 10/01/25, Stock Ownership ","Waste Management Inc., Business Activity is Comprehensive Environmental Solutions, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership ","RRH Limited Partnership, Business Activity is Real Estate Investing, Fair Market Value is $100,001-$1,000,000, Acquired 01/01/25, Trust holds a limited partner interest of less than 4%"]["Advanced Micro Devices Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock ownership","AeroVironment Inc., Business Activity is Defense Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Alphabet Inc., Business Activity is Technology Holding Company, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Amazon.com Inc., Business Activity is Technology and E-Commerce, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","American Electric Power Company Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","Apple Inc., Business Activity is Technology, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership AbbVie Inc., Business Activity is Biopharmaceuticals, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","ASML Holding N.V., Business Activity is Lithography Systems for Semiconductors, Fair Market Value $10,001-","$100,000, Acquired 10/01/25, Stock Ownership","Berkshire Hathaway, Business Activity is a Holding Company, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Broadcom Inc., Business Activity is Semiconductors/Software Infrastructure, Fair Market Value $10,001-$100,000,","Acquired 10/01/25, Stock Ownership","Cameco Corporation, Business Activity is Uranium Fuel Provider, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Checkpoint Software Technologies Ltd., Business Activity is Cybersecurity, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Chevron Corporation, Business Activity is Energy Oil/Natural Gas, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","Cisco Systems Inc., Business Activity is Technology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock","Ownership","Cloudflare Inc., Business Activity is Cloud Services Provides, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","CRISPR Therapeutics AG, Business Activity is Biotechnology, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Crowd Strike Holdings Inc., Business Activity is Cloud-Native Cybersecurity, Fair Market Value $10,001-$100,000,","Acquired 10/01/25, Stock Ownership","CyberArk Software Ltd., Business Activity is Networking and Security, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Duke Energy Corporation, Business Activity is Energy Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Eaton Corporation PLC, Business Activity is Power Management, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Echo Star Corporation, Business Activity is Communications and Content Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Enbridge Inc., Business Activity is Energy Delivery, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock","Ownership","Evergy Inc., Business Activity is Energy Services, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock","Ownership","Gilead Sciences Inc., Business Activity is Biopharmaceuticals, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Global Star Inc., Business Activity is Satellite Telecommunications, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","Hilton Worldwide Holdings Inc., Business Activity is Hospitality, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Home Depot Inc., Business Activity is Home Improvement Retailer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Hon Hai Precision Industry Company Ltd., Business Activity is Electronics Contract Manufacturer, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Intuitive Surgical Inc., Business Activity is Biotechnology, Fair Market Value $10,001-$100,000, Acquired 10/01/25,","Stock Ownership","Johnson and Johnson, Business Activity is Medical/Technology, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","JP Morgan Chase & Co., Business Activity is Financial Services, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Lowes Companies Inc., Business Activity is Home Improvement Retailer, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Marvell Technology Inc., Business Activity is Semiconductors, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","MDU Resources Group Inc., Business Activity is Utilities, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Meta Platforms Inc., Business Activity is Technology Company, Fair Market Value $10,001-$100,000, Acquired","10/01/25, Stock Ownership","Microsoft Corporation, Business Activity is Technology Company, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","MP Materials Corporation, Business Activity is Rare Earth Materials, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","Nvidia Corporation, Business Activity is Microchips, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Palantir Technologies Inc., Business Activity is Software, Fair Market Value $10,001-$100,000, Acquired 10/01/25,","Stock Ownership","Proctor & Gamble Companies, Business Activity is Consumer Goods, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Regions Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000,","Acquired 10/01/25, Stock Ownership","Robinhood Markets, Inc., Business Activity is Financial Services Platform, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","RTX Corporation, Business Activity is Aerospace and Defense, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Sales Force Inc., Business Activity is Cloud Computing, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Symbotic Inc., Business Activity is Robotics and Automation, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","TC Energy Corporation, Business Activity is Energy Infrastructure, Fair Market Value $2,000-$10,000, Acquired","10/01/25, Stock Ownership","Texas Instruments Inc., Business Activity is Semiconductors/Microchips, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","The Coca-Cola Company, Business Activities is Consumer Beverages, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","Truist Financial Corporation, Business Activity is Bank Holding Company, Fair Market Value $2,000-$10,000, Acquired 10/01/25, Stock Ownership","Walmart Inc., Business Activity is Retailer, Fair Market Value $100,001-$1,000,000, Acquired 10/01/25, Stock","Ownership","Waste Management Inc., Business Activity is Comprehensive Environmental Solutions, Fair Market Value $10,001-$100,000, Acquired 10/01/25, Stock Ownership","RRH Limited Partnership, Business Activity is Real Estate Investing, Fair Market Value is $100,001-$1,000,000,","Acquired 01/01/25, Trust holds a limited partner interest of less than 4%"]
Gifts · gifts [{"date":"2025-08-27","value":60,"description":"Business Litigation Section--Meeting New Civil Judges"},{"date":"2025-11-06","value":40,"description":"Appellate Section Supreme Court Update & Justice Sills Award Presentation"}][{"date":"2025-08-27","value":60,"description":"Business Litigation Section-- Meeting New Civil Judges"},{"date":"2025-11-06","value":40,"description":"Appellate Section Supreme Court Update & Justice Sills Award Presentation"}]