California Files

James D Otto › Form 700

James D Otto: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-01-02 · signed 01/02/2025 11:55 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (4 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 6

NameBusinessValue
Banc of CaliforniaBanking$2,000–$10,000
FS Specially Lending Fund f/k/a FS ENERGY & POWER FUNDEnergy Reit · Business Develop Units$10,001–$100,000
LIGHTSTONE PLUSReal Estate Reit · Reit Units$10,001–$100,000
LUCID GROUP, INC.EV CAR$2,000–$10,000
Money FundMoney Market Account- IRA · Money Market Account-IRA$2,000–$10,000
Siboney Corp.E-Education/Internet$2,000–$10,000

Schedule B · Real property 1

PropertyValueRental income
29405 S. Bayend Drive, Rancho Palos Verdes, CA 90275-1102
Ownership/Deed of Trust
$100,001–$1,000,000$0–$499

Schedule C · Income and business positions 2

SourceIncome
LPL, Financial
Wealth Management · Owner of IRA Investment Accounts · 2520 N. Santiago Blvd, Orange, CA 92867
$1,001–$10,000
Other: RMD from IRA
State St. Retiree/American Airlines
Airline · Spouse of retired employee of American Airlines · P.O. Box 5149, Boston, MA 02206-5149
$1,001–$10,000
Other: Pension

The filer's comments

A-1 Banc of California acquired in stock merger PACKWEST Bank on 12-1-2023