Dana B Simonds › Form 700
| Name | Business | Value | |
|---|---|---|---|
| 23andMe | genetic testing | $10,001–$100,000 disposed 2024-11-14 | |
| Aimia | Specialty business services- investment holding company | $10,001–$100,000 | |
| Ally Financial | Bank | $100,001–$1,000,000 disposed 2024-01-22 | |
| Alphabet Class A | Internet | $100,001–$1,000,000 | |
| Alphabet Inc Class C | Internet | $100,001–$1,000,000 | |
| Apple | Computer | $100,001–$1,000,000 | |
| Avis Budget Group | rental cars | $2,000–$10,000 | |
| Avis Budget Group CAR | Auto rental | $2,000–$10,000 | |
| Bank of America | Bank | $100,001–$1,000,000 disposed 2024-07-16 | |
| Berkshire Hathaway | Holding Company | $100,001–$1,000,000 | |
| Costco | Consumer | $10,001–$100,000 | |
| Disney | media | $10,001–$100,000 | |
| Equity Commonwealth | REIT | $10,001–$100,000 disposed 2024-04-02 | |
| Equity Commonwealth PF | financial | $10,001–$100,000 disposed 2024-12-03 | |
| Expedia Group Inc | Media | $10,001–$100,000 | |
| First Citizens 5.375% pf | Bank | $100,001–$1,000,000 | |
| Garrett Motion | Technology company | $10,001–$100,000 | |
| Goldman Sachs 4% PFD | Financial | $10,001–$100,000 | |
| Goldman Sachs Group | Financial | $10,001–$100,000 | |
| i Bonds | Inflation adjusted US Bonds · Bonds | $10,001–$100,000 disposed 2024-07-02 | |
| ishares Dow Jones ETF | ETF | $10,001–$100,000 disposed 2024-07-02 | |
| ishares ETF Emerging Markets EEM | Foreign | $10,001–$100,000 disposed 2024-07-02 | |
| Ishares ETF Russel mid cap growth IWP | ETF | $100,001–$1,000,000 | |
| ishares Russell 200 Growth IWO | ETF | $10,001–$100,000 | |
| ishares Russell midcap value ETF IWS | ETF tracks Russell midcap value index | over $1,000,000 | |
| ishares S&P Mid cap 400 Growth IJK | ETF | $10,001–$100,000 disposed 2024-01-26 | |
| ishares TR Russell 2000 IWM | ETF tracks Russell 2000 index | $10,001–$100,000 | |
| ishares TR Russell 2000 Value IWN | ETF tracks Russell 2000 value index | $10,001–$100,000 | |
| J P Morgan Chase | financial | $100,001–$1,000,000 | |
| Jeffries Group | financial | $10,001–$100,000 disposed 2024-08-19 | |
| Johnson &Johnson | Pharaceuticals | $10,001–$100,000 | |
| Liberty Broadband A | Media | $10,001–$100,000 | |
| Liberty Broadband CI A | media | $10,001–$100,000 | |
| Liberty Broadband CI C | Media | $10,001–$100,000 | |
| Liberty Corp Series A FWONA (Formula One CI A) | Media | $2,000–$10,000 disposed 2024-10-17 | |
| Liberty Expedia LEXEA | Media | $2,000–$10,000 | |
| Liberty Global Class A | Communications | $10,001–$100,000 | |
| Liberty Global F Cl A LILA (Liberty Latin America) | Media | $2,000–$10,000 | |
| Liberty Global In LBTYA (Liberty Global Class A) | Media | $10,001–$100,000 | |
| Liberty Latin America CIA | Communications | $100,001–$1,000,000 | |
| Liberty Live Class A | Communications | $100,001–$1,000,000 | |
| Liberty Live Class C | Communications | $2,000–$10,000 disposed 2024-09-24 | |
| Liberty Media BATRK | Media | $2,000–$10,000 disposed 2024-10-17 | |
| Liberty Media Cl C FWONK | Media | $10,001–$100,000 disposed 2024-10-24 | |
| Liberty Media LSXMA | Media | $10,001–$100,000 disposed 2024-10-24 | |
| Liberty Series Corp Series C LSXMK | Media | $10,001–$100,000 disposed 2024-10-17 | |
| Liberty Serius EM CIA | Communcations Broadcasting | $10,001–$100,000 | |
| Liberty Trip Advisor | Trip Advisor is a travel platform | $10,001–$100,000 | |
| Mercury General | Insurance | $2,000–$10,000 disposed 2024-08-07 | |
| Microsoft | Software Internet | $100,001–$1,000,000 | |
| Paramount Global | Media company | $100,001–$1,000,000 disposed 2024-01-25 | |
| Pricesmart | Consumer items | $10,001–$100,000 disposed 2024-11-20 | |
| Qurate Retail Group | REIT | $10,001–$100,000 | |
| Reading International Class A | Media and Real Estate | $10,001–$100,000 | |
| Shaw Communication | Communication | $100,001–$1,000,000 disposed 2024-10-01 | |
| Vanguard Financials VFH | ETF Sector · ETF | $100,001–$1,000,000 | |
| Vanguard Total Stock ETF VTI | ETF | $100,001–$1,000,000 | |
| Warner Bros Discovery | Media Company | $100,001–$1,000,000 disposed 2024-10-31 | |
| Wells Fargo Bank WFC | Finance | $10,001–$100,000 disposed 2024-04-22 | |
| Wells Fargo Bank WFC+O | Financial | $10,001–$100,000 disposed 2024-04-22 | |
| Wells Fargo Bank WFCWS | Financial | $10,001–$100,000 disposed 2024-04-22 | |
| Wells Fargo PFD WFC/PRL | Finance | $10,001–$100,000 disposed 2024-04-22 | |
| Wells Fargo PFD WFC/PRO | Finance | $10,001–$100,000 disposed 2024-04-22 | |
| Wells Fargo WFC+L | Financial | $10,001–$100,000 disposed 2024-04-22 | |
| Wyndham WYND | Hotels | $10,001–$100,000 | |
| Zoetis Inc | Veterinary healthcare | $10,001–$100,000 disposed 2024-11-14 | |
| S&P Mid Cap 400 Growth | ETF | $2,000–$10,000 acquired 2024-10-01 | |
| Scripps E.W. | healthcare | $100,001–$1,000,000 acquired 2024-04-17 | |
| Serious XM Holdings | media | $100,001–$1,000,000 acquired 2024-01-24 | |
| Sunrise Communications | media communications | $100,001–$1,000,000 acquired 2024-01-26 | |
| Travel and Leisure | for travel and leisure | $10,001–$100,000 acquired 2024-01-24 | |
| Vanguard Financials ETF | financial | $10,001–$100,000 acquired 2024-07-18 | |
| Vanguard Total Stock | financial stock | $10,001–$100,000 acquired 2024-11-19 | |
| Vitesse Energy | Energy company | $2,000–$10,000 acquired 2024-04-03 | |
| Great Lakes Dredge | US dredging company | $10,001–$100,000 acquired 2024-04-30 | |
| Atlanta Braves Class C | Baseball shares | $2,000–$10,000 acquired 2024-04-03 | |
| Atlanta Braves Class A | Baseball shares | $2,000–$10,000 acquired 2024-04-03 |
Simonds Investments II LLC LLC for holding of real property · from the PDF
Holds 2213 Mendocino Ave Santa Rosa, CA 95404 · 600 Administration Drive Dept 9 Santa Rosa CA. 95403 · owner
Value over $1,000,000 · gross income $0–$499
Holds: 2213 Mendocino Ave., Santa Rosa, CA 95403 (Office building) · over $1,000,000 · Property Ownership/Deed of Trust
Simonds Investments LLC LLC for holding real property
This LLC holds real estate · 600 Administration Drive, Dept 9 Santa Rosa CA 95403 · owner
Value $100,001–$1,000,000 · gross income $10,001–$100,000
Sources of $10,000+: Tenants Spencer and Lindsay Stenlund-Tatum
Holds: 2274 Claiborne Circle, Santa Rosa, CA 95403 (Rental property) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
| Property | Value | Rental income | |
|---|---|---|---|
| 2213 Mendocino Ave. Santa Rosa, CA. 95403, Santa RosaCA 95403 · from the PDF sold 8/31/24 | over $1,000,000 | $0–$499 This property was sold 8/31/24 and I no longer have an interest in it.; This property was sold 8/31/24 and I no longer have an interest in it. | |
| 2274 Claiborne Circle Santa Rosa C. 95403, Santa Rosa Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Tenant Spencer and Lindsay Stenlund-Tatum | |
| 841 Gull Drive, Bodega Bay Ownership/Deed of Trust | over $1,000,000 | — |
A-2 prop sold 8/31/24; LLCII to remain for 4 years for liability protection