Teresa A Beaudet › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Abbvie Inc. | Biopharmaceuticals | $10,001–$100,000 | |
| ACUSHNET HLDGS CORP | Golf products | $10,001–$100,000 | |
| American Water Works Co. Inc. | Water and waste water utility company | $10,001–$100,000 | |
| Apple Inc | Computers and other communications products | $100,001–$1,000,000 | |
| Arcelormittal Luxembourg | Steel manufacturing and mining | $10,001–$100,000 | |
| Artisan Partners Asset Management Inc. | Investment management | $10,001–$100,000 | |
| Aspen Technology Inc. Del | Software company | $10,001–$100,000 | |
| AT&T | Telecommunications | $10,001–$100,000 | |
| Atrion Corp. | Medical devices and components | $10,001–$100,000 disposed 2024-08-22 | |
| Bancfirst Corp | Banking | $10,001–$100,000 | |
| BlackRock Multi-Asset Income Portfolio Investor A Shares | Lightweight metals technology, engineering &manufacturing · Stock, fixed income securities and debt obligations | $100,001–$1,000,000 | |
| Clearwater Analytics Holdings Inc. Class A | Investment accounting software | $10,001–$100,000 | |
| Cleveland-Cliffs Inc. | Flat-rolled steel producer | $10,001–$100,000 | |
| Coca Cola Co | Beverages | $10,001–$100,000 | |
| Columbia Seligman Communication and Information Fund A | Communication and Information | $100,001–$1,000,000 | |
| CORVEL CORP | Healthcare administration | $100,001–$1,000,000 | |
| CVS Healthcorp. | Pharmacy | $10,001–$100,000 | |
| Danone Inc. | Food company | $2,000–$10,000 | |
| Donaldson Co Inc | Manufactures and sells filtration systems | $10,001–$100,000 | |
| EMCOR GROUP INC. | Construction and facilities services | $100,001–$1,000,000 | |
| Factset Resh Systems Inc | Providers of information to investors re companies | $10,001–$100,000 | |
| First Hawaiian Inc. | Banking | $10,001–$100,000 | |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | Investment in index re cybersecurity companies | $2,000–$10,000 | |
| Firstenergy Corp | Energy company | $10,001–$100,000 | |
| FTI CONSULTING, INC. | Management consulting | $100,001–$1,000,000 | |
| Graco Inc. | Manufactures fluid handling systems | $10,001–$100,000 | |
| Henry Jack &Assoc. Inc. | Integrated computer systems for banks &others | $10,001–$100,000 | |
| HOWMET AEROSPACE INC | Aerospace and defense | $2,000–$10,000 | |
| HSBC Holdings PLC NEWGB SPON ADR | Banking | $10,001–$100,000 | |
| Intel Corp | Info Technology-semiconductors &equipment | $10,001–$100,000 | |
| Kadant Inc. | Solutions for process industries | $10,001–$100,000 | |
| Kforce Inc. | Staffing and solutions firm | $10,001–$100,000 | |
| Kinder Morgan Inc. | Energy infrastructure - pipelines and terminals | $10,001–$100,000 | |
| Landstar Systems Inc. | Integrated transportation management solutions | $10,001–$100,000 | |
| LCI Industries | Component manufacturing | $10,001–$100,000 | |
| Manhattan Assoc. Inc. | Supply chain solutions | $10,001–$100,000 | |
| Microsoft Corp | Information Technologies-software &services | $10,001–$100,000 | |
| Moelis &Co Cl A | Investment bank | $10,001–$100,000 | |
| Nucor Corp. | Producer of steel and related products | $10,001–$100,000 | |
| PENSKE AUTOMOTIVE GROUP INC | International transportation services | $10,001–$100,000 | |
| Primerica | Insurance | $100,001–$1,000,000 | |
| RBC Bearings Inc | Plainroller and ball bearings | $10,001–$100,000 | |
| Rightmove PLC ADR | Property search platform | $10,001–$100,000 | |
| RLI Corp | Insurance | $10,001–$100,000 | |
| SALESFORCE.COM INC. | Software company | $100,001–$1,000,000 | |
| Schrodinger Inc. | Software for computational chemistry &drug discovery | $10,001–$100,000 | |
| Simpson Manufacturing Co. Inc. | Manufacturing &marketing building products | $100,001–$1,000,000 | |
| SPDR Gold Minishares Trust ETF | Investment in trust that holds physical gold · Commodity | $10,001–$100,000 | |
| STARWOOD REAL ESTATE INCOME TRUST, INC. | Real estate investment · REIT | $100,001–$1,000,000 | |
| TE Connectivity | Power, data and communication connections | $10,001–$100,000 | |
| Toro Co. | Professional turf maintenance equipment/services | $100,001–$1,000,000 | |
| UFP Industries Inc. | Construction | $10,001–$100,000 | |
| Verizon Communications | Telecommunications | $10,001–$100,000 | |
| Warner Bros. Discovery Inc. | Mass media and entertainment | $2,000–$10,000 | |
| WATTS WATER TECHNOLOGIES INC | Water solutions | $10,001–$100,000 |
Survivor's and Marital Trusts establised under The Gerald J. Giamportone and Teresa A. Beaudet Trust trust · from the PDF
111 N. Hill Street, Los Angeles, CA 90012
Value — · gross income $10,001–$100,000
Sources of $10,000+: Deborah Carr
Holds: APN 5081-027-006-09-0000 (Los Angeles, California) · over $1,000,000 · Property Ownership/Deed of Trust
The Teresa A. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income over $100,000
Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:; Agnico-Eagle Mines Limited - Develop mineral properties; AT&T - Telecommunications; nVent Electrical PLC-protection for electrical equipment and systems; Chesapeake Utilities Corporation - Diversified Utility; Duke Energy - Energy company; electrical and natural gas; Franco Nevada Corporation - Precious metals royalty and stream company; Idacorp, Inc. - Electrical producer and supplier; Microsoft Corporation - Information Technologies-software & services; Pentair Ltd - Diversified industrial manufacturer; Pfizer, Inc. - Biopharmaceutical corporation; Wheaton Precious Metals fka Silver Wheaton Corporation - Precious metals streaming company; Southwest Gas Corporation - Distributes Natural Gas in Southwest US; TE Connectivity Ltd. - Power, data and communication connections; Tejon Ranch-Ranching, farming and real estate development; Valero Energy Corporation - Petroleum refinement and marketing; WalMart Stores, Inc. - Retail stores; Xcel Energy, Inc. - Electrical services; Netflix - Entertainment services; Enbridge Inc. - Oil/gas transport; Walt Disney Company, The - Entertainment company; BP PLC (BP Amoco PLC) - provides fuel, energy & lubricants - Sold 4-21-23; Bank of America - financing - value increased to over $10,000 (Stock) · $10,001–$100,000 · Stock
The Teresa A. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income over $100,000
Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000: (Stock) · $2,000–$10,000 · Stock
The Teresa A. Beaudet Trust trust
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income $10,001–$100,000
Sources of $10,000+: Eissa Karme, Christopher Karme and Salam Rabouz; Hussan Wahbi, Tammy Issa, Namar Wahbi and Mariam Wahbi; Sam Jomah aka Esam Balatiah and Dalia Jomah; Gary James Hackler and Valerie Breanne Moreno/Hackler; Blanca Larin, Gustavo Larin Jr. and Gustavo Larin, Sr.; Fadi Alhsavi, Asaad Alhsavi and Ibtisam Makhlouf; Mariah A. Martinez
Holds: FAIR MARKET VALUE - $10,001-$100,000:; APN 0419061580000, San Bernardino, CA; APN 0420151190000-San Bernardino, CA; APN 0420151170000-San Bernardino, CA; APN 3366-015-013 Roosevelt, CA; APN 3358-012-053 - Roosevelt, CA; FAIR MARKET VALUE - $100,001-$1,000,000:; APN 3006 002 011, Lancaster, CA; APN 3111-016-026, Palmdale, CA; Gross Income of $1,001-$10,000; APN 3121-032-006, Lancaster, CA; APN 0420-142-27-0-000-Barstow, CA; FAIR MARKET VALUE - Over $1,000,000:; Four triplexes: 1311, 1303, 1315 & 1323 W. Ave. J-4, Lancaster, CA; Gross Income of per triplex $100,000-$1,000,000 (See Attached - Real Property at multiple locations) · over $1,000,000 · Property Ownership/Deed of Trust
The Teresa A. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income over $100,000
Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $100,001-$1,000,000:; Apple Inc. - Computers and other communications products; Bridge Opportunity Zone Fund III LP -Long-term private investment in underserved communities- owns Township 9 in the River District of Sacramento bounded by Richards Blvd, Fifth St, Seventh St. and the American River; The Wylden, Los Angeles CA; The Hayley, Sacramento CA (Stock) · $100,001–$1,000,000 · Stock
The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income $1,001–$10,000
Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $2,000 - $10,000:; Euro Ressources SA - Precious metal royalties; UGI Corporation - Energy products and services; Travel + Leisure Co. formerly known as Wyndham Destinations, Inc. - Hospitality services; Wyndham Hotels & Resorts - Hospitality services; Koninklijke Philips NV, Sona Nanotech Inc. and Lion Copper and Gold- value less than $2,000; Brookfield Renewable Energy Partners LP - Renewable power assets ; DXC Technology Company - Information technology and services/solutions ; Charter Communications Inc. - Cable and other communication (Stock) · $2,000–$10,000 · Stock
The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income $1,001–$10,000
Holds: Investments; STOCKS OF FAIR MARKET VALUE OF $10,001 - $100,000:; Altius Minerals Corporation - Operates in mining and resources sector; First American Financial - Financial services; Yamana Gold Inc. - Explore mineral properties (mostly gold); China Gold International Resources Corp. Ltd. - Gold and copper producer; Johnson Controls International PLC - Security and life safety products (Stock) · $10,001–$100,000 · Stock
The Thomas J. Beaudet and Alma M. Beaudet Trust trust · from the PDF
Post Office Box 2088, Lancaster, CA 93539-2088
Value — · gross income $1,001–$10,000
Holds: Lions Gate Entertainment Corp. (stock) · $10,001–$100,000 · Stock
| Source | Income | |
|---|---|---|
| Mayer Brown LLP Law Firm · Retired Partner · 71 S. Wacker, Chicago, Illinois 60606 | $10,001–$100,000 Other: Retirement payments |