California Files

Shara Beltramo › Form 700

Shara Beltramo: 2024 Annual statement

Annual 2024
Judge, Contra Costa County Superior Court · due 2025-03-03
Filed
2025-02-23 · signed 02/23/2025 01:15 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (25 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 124

NameBusinessValue
Tesla Motor, Inc.Motor and Solar Company$100,001–$1,000,000
Best Buy Inc ComRetail$2,000–$10,000
Cinncinnati Finl Corp ComFinancial Services$2,000–$10,000
American Elec Pwr Inc ComUtilities (Electricity)$2,000–$10,000
Citigroup Inc Com NewBanking$2,000–$10,000
Chevron Corp New ComOil & Gas$2,000–$10,000
Dominion Energy Inc ComUtilities (Energy)$2,000–$10,000
Duke Energy Corp New Com NewUtilities (Energy)$2,000–$10,000
Entergy Corp New ComUtilities (Energy)$2,000–$10,000
DTE Energy Co ComUtilities (Energy)$2,000–$10,000
Eversource Energy ComUtilities (Energy)$2,000–$10,000
Ford Motor Co Del Com ParAutomotive$2,000–$10,000
Firstenergy Corp ComUtilities (Energy)$2,000–$10,000
General Mils Inc ComFood Products$2,000–$10,000
International Business Machs ComTechnology$2,000–$10,000
Fifth Third BancorpBanking$2,000–$10,000
Genuine Parts Co ComAutomotive Parts$2,000–$10,000
International Paper Co ComPaper & Packaging$2,000–$10,000
Interpublic Group Cos Inc ComAdvertising$2,000–$10,000
Lockheed Martin Corp ComAerospace & Defense$2,000–$10,000
Metlife Inc ComInsurance$2,000–$10,000
Coco Cola Co ComBeverages$2,000–$10,000
Lyondellbasell IndustriesChemicals$2,000–$10,000
Altria Group Inc ComTobacco$2,000–$10,000
Nisource Inc ComUtilities (Gas/Electric)$2,000–$10,000
Pfzeir Inc ComPharmaceuticals$2,000–$10,000
Philip Morris Intl Inc ComTobacco$2,000–$10,000
Public Svc Enterprise Group ComUtilities (Gas/Electric)$2,000–$10,000
Principal Finl Group Inc ComFinancial Services$2,000–$10,000
Regions Finl Corp New ComBanking$2,000–$10,000
Sonoco Prods Co ComPackaging$2,000–$10,000
AT&T Inc ComTelecommunications$2,000–$10,000
Verizon Communications Inc ComTelecommunications$2,000–$10,000
Sempra Energy ComUtilities (Energy)$2,000–$10,000
US Bancorp Del Com NewBanking$2,000–$10,000
Williams Cos Inc Del ComUtilities (Pipelines)$2,000–$10,000
Xcel Energy IncUtilities (Electric)$2,000–$10,000
Abbvie Inc ComPharmaceuticals$2,000–$10,000
Citizens Finl Group Inc ComBanking$2,000–$10,000
Wendy's Co ComRestaurants$2,000–$10,000
Fidelity National Financial In FNG Group ComInsurance (Title)$2,000–$10,000
WEC Energy Group Inc ComUtilities (Gas/Electric)$2,000–$10,000
Hewlett Packard Co ComTechnology$2,000–$10,000
Trust Finl Corp ComBanking$2,000–$10,000
Adobe Systems Incorporated ComSoftware$2,000–$10,000
Onemain Holdings IncFinancial Services$2,000–$10,000
Apple Inc ComTechnology$10,001–$100,000
Amgen Inc ComBiotechnology$2,000–$10,000
American Tower Corp New ComReal Estate$2,000–$10,000
American Wtr Wks Co Inc New comUtilities (Water)$2,000–$10,000
Bank New York Mellon Corp ComBanking$2,000–$10,000
Amazon Com Inc ComE-Commerce$10,001–$100,000
Bank of America Corp ComBanking$2,000–$10,000
Berkshire Hathaway Inc Del Cl B NewInsurance/Investment$2,000–$10,000
CME Group Inc ComFinancial Exchanges$2,000–$10,000
Costco Whsl Corp New ComRetail$2,000–$10,000
CSX Corp ComTransportation$2,000–$10,000
Capital One Finl Corp ComFinancial Services$2,000–$10,000
Salesforce Com Inc ComSoftware$2,000–$10,000
Cintas Corp ComBusiness Services$2,000–$10,000
Disney Walt Co ComEntertainment/Media$2,000–$10,000
HCA Healthcare Inc ComHealthcare$2,000–$10,000
JP Morgan Chase & CoBanking$2,000–$10,000
EOG Res Inc ComOil & Gas$2,000–$10,000
Home Depot Inc ComRetail$2,000–$10,000
KLA-Tencor Corp ComSemiconductor Equipment$2,000–$10,000
Mastercard Incorporated Cl AFinancial Services$2,000–$10,000
Marsh & McClennon Cos Inc ComInsurance Brokerage$2,000–$10,000
Nextera Energy Inc ComUtilities (Energy)$2,000–$10,000
McDonald's Corp ComRestaurants$2,000–$10,000
Microsoft Corp ComSoftware$10,001–$100,000
Northrop Grumman CorpAerospace & Defense$2,000–$10,000
Nvidia Corporation ComSemiconductors$10,001–$100,000
Pepsi Co Inc ComBeverages$2,000–$10,000
Quanta SVCS Inc ComConstruction$2,000–$10,000
NXP Semiconductors N V ComSemiconductors$2,000–$10,000
Parker-Hannifin Corp ComIndustrial Manufacturing$2,000–$10,000
Roper Technologies Inc ComIndustrial Technology$2,000–$10,000
Schlumberger Ltd ComOilfield Services$2,000–$10,000
Thermo Fisher Scientific Inc ComHealthcare$2,000–$10,000
Visa Inc. Com Cl AFinancial Services$2,000–$10,000
TJX Cos Inc New ComRetail$2,000–$10,000
United Health Group Inc ComHealthcare$2,000–$10,000
Vertex Pharmaceuticals Inc ComPharmaceuticals$2,000–$10,000
Walmart Inc ComRetail$2,000–$10,000
Anheuser Busch Inbev SA/NV Sponsered ADRBeverages$2,000–$10,000
ASML Holding N V N Y Registry SHSSemiconductor Equipment$2,000–$10,000
Exxon Mobil CorpOil & Gas$2,000–$10,000
Meta Platforms IncTechnology$2,000–$10,000
Zoetis Inc Cl AAnimal Health$2,000–$10,000
TMobileTelecommunications$2,000–$10,000
Broadcom Inc ComSemiconductors$10,001–$100,000
Trane Techonologies Plc SHSIndustrial Manufacturing$10,001–$100,000
Alphabet Inc Cap STK Cl ATechnology$10,001–$100,000
S&P Global Inc ComFinancial Information$2,000–$10,000
Linde Plc New SHSIndustrial Gases$2,000–$10,000
Ishares Tr Rus MDCP Val ETFInvestment (ETF)$10,001–$100,000
Vanguard Index FDS MCAP GR IDXVIPInvestment (ETF)$10,001–$100,000
Ishares Tr 0-5Yr HI YL CPInvestment (ETF)$2,000–$10,000
Vanguard Index FDS MCAP VL IDXVIPInvestment (ETF)$10,001–$100,000
Vanguard Index FDS Small Cp EtfInvestment (ETF)$10,001–$100,000
Vanguard Mun Bd FD Inc Hi Yld T-E ADMInvestment (ETF)$10,001–$100,000
Lord Abbett High YieldInvestment (Fund) · Mutual Fund$10,001–$100,000
City Natl Rochdale FDS City Mun INCMInvestment (Fund) · Mutual Funds$10,001–$100,000
Los Angeles Calif Cmty CollegeMunicipal Bond · Municipal Bonds$10,001–$100,000
Federated Instl Tr Hi Yield BDInvestment (Fund) · Mutual Fund$10,001–$100,000
Unversity Calif Revs For PrevMunicipal Bond · Municipal Bonds$10,001–$100,000
California St Pub Wks BRD LEASMunicipal Bond · Municipal Bonds$10,001–$100,000
Santa Clara Cnty Calif Fing AUMunicipal Bond · Municipal Bond$10,001–$100,000
California St Dept Wtr Res CenMunicipal Bond · Municipal Bond$10,001–$100,000
San Diego Calif Uni Sch DistMunicipal Bond · Municipal Bond$10,001–$100,000
Los Angeles Calif Dept Arpts RMunicipal Bond · Municipal Bond$10,001–$100,000
Southern Calif Pub Pwr Auth ReMunicipal Bond · Municipal Bond$10,001–$100,000
New York N YMunicipal Bond · Municipal Bond$10,001–$100,000
South Coast Calif Wtr Dist FinMunicipal Bond · Municipal Bond$10,001–$100,000
San Francisco Calif City & CNTMunicipal Bond · Municipal Bond$10,001–$100,000
Coast Cmty College DistMunicipal Bond · Municipal Bond$10,001–$100,000
Calfifornia Cmty Choice Fing AMunicipal Bond · Municipal Bond$10,001–$100,000
California StMunicipal Bond · Municipal Bond$10,001–$100,000
San Franciso Calif City & CNTMunicipal Bond · Municipal Bond$10,001–$100,000
Califnornia St Pub Wrks Brd LeasMunicipal Bond · Municipal Bond$10,001–$100,000
Fremont Calif Uni Sch Dist AlaMunicipal Bond · Municipal Bond$10,001–$100,000
Halozyme Theraputics, Inc.Pharmaceutical$2,000–$10,000
Halozyme Theraputics, IncPharmaceuticals$2,000–$10,000

Schedule C · Income and business positions 1

SourceIncome
Michael Macievich
Alcohol Distribution · Sr. Director of Commerical Strategy · 1300 Clay St. Oakland, CA 94612
over $100,000
Spouse's or registered domestic partner's income