California Files

Peter K. Southworth › Form 700

Peter K. Southworth: 2025 Annual statement

Annual 2025
Judge, Sacramento County Superior Court · due 2026-03-02
Filed
2026-02-13 · signed 02/13/2026 02:29 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (12 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 55

NameBusinessValue
3Madhesives, cleaning supplies$100,001–$1,000,000
Abbottmedical devices and services$10,001–$100,000
Acco Brandbusiness supplies$100,001–$1,000,000
acquired 2025-01-01
AGNC Investment Corpreal estate investments$2,000–$10,000
disposed 2025-12-25
Ali Baba Group Holding Limitedinternet retail$2,000–$10,000
disposed 2025-12-25
American Electric Powerelectricity provider$10,001–$100,000
AT&Ttelecomm$100,001–$1,000,000
Bank of America Corpfinancial services$2,000–$10,000
Bilibili, Incelectronic gaming and multimedia$2,000–$10,000
BPenergy$100,001–$1,000,000
CarrierHVAC$10,001–$100,000
Caterpillarconstruction equip$10,001–$100,000
Comcastcommunications and entertainment$10,001–$100,000
Conagra Brands, Incpackaged foods$10,001–$100,000
Cortevaagricultural chemicals and seeds$10,001–$100,000
CSXrailroad$100,001–$1,000,000
Deerefarm and construction equipment$100,001–$1,000,000
Douyo International Holdings Limitedinternet content$2,000–$10,000
Dowmaterials science$2,000–$10,000
DuPontchemicals, materials, and equipment$10,001–$100,000
Gildanapparel$2,000–$10,000
Hartford Finan Servicesfinancial services$10,001–$100,000
Huya Incentertainment$10,001–$100,000
IBMBus. equip/services/tech$100,001–$1,000,000
Intelcomputers and chips$10,001–$100,000
ITTtechnology and equipment$10,001–$100,000
Johnson & Johnsonhealthcare products$10,001–$100,000
Kyndryl HoldingsIT infrastructure and consulting$2,000–$10,000
Lincoln National Corporationlife insurance$2,000–$10,000
ManuLife Financialfinancial services and insurance$10,001–$100,000
Medical Properties Trust Inchealthcare facilities$100,001–$1,000,000
Medifast, Incdiet company$10,001–$100,000
Microsoftcomputer software$100,001–$1,000,000
Otiselevators$10,001–$100,000
Pfizerpharmaceuticals$100,001–$1,000,000
Qualcomm Incsemiconductors$2,000–$10,000
Realty Income Corporationreal estate investment trust$2,000–$10,000
RTX Corpaerospace and defense$100,001–$1,000,000
Solventumhealthcare$10,001–$100,000
Stanley Black & Decker, Incretail tools$10,001–$100,000
Starbucks Corprestaurants$2,000–$10,000
Target Corporationretail$10,001–$100,000
Trulieve Cannabis Corp.drug manufacturer$10,001–$100,000
Verizontelecomm$10,001–$100,000
Viatrispharmaceuticals$2,000–$10,000
Warner BrosEntertainment/telecom$10,001–$100,000
Wells Fargo Preferred Stockfinancial services$10,001–$100,000
Williams Companiesenergy$10,001–$100,000
WW Internationaldiet - Weight Watchers$10,001–$100,000
Xylemwater technology$10,001–$100,000
Zoom Communications, InceCommunications$10,001–$100,000
Versant Media Group, IncMedia and entertainment$2,000–$10,000
acquired 2025-12-25
Qnity Electronicscomputing and connectivity$10,001–$100,000
acquired 2025-11-15
RxsightCataract Lenss$10,001–$100,000
acquired 2025-08-15
Modernapharmaceuticals$10,001–$100,000
acquired 2025-01-01

Schedule A-2 · Businesses & trusts (10% or more) 1

Anne Shin MD Sole Proprietorship

Medical Practice · 5170 Golden Foothill Parkway, El Dorado Hills, CA · spouse is sole owner

Value $2,000–$10,000 · gross income $10,001–$100,000

Sources of $10,000+: Mark David Levine, MD Psych

The filer's comments

A-1 Own Wells Fargo stock directly