Roger Niello: 2024 Annual statement

Annual 2024: Senator, State Senate · due 2025-03-03
Filed: 2025-03-01 · signed 03/01/2025 09:41 AM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (36 p.) · FPPC portal

Findings

Context Campaign money

7 sources on this statement also gave to their campaign

Listed here and among the campaign's contributors in Cal-Access: The Niello Company ($5,900), The Niello Company ($5,900), The Niello Company ($5,900), The Niello Company ($5,900).

What to check

Context: a donor who is also an employer, client or gift-giver is public on both records.
Whether the official later acted on matters involving them (votes, contracts, recusals).

Rule: Campaign donors also on the statement

How this rule works

Schedule A-1 · Investments (under 10%) 109

Name	Business	Value
Abbott Labs	Drug company	$10,001–$100,000
Accenture	Consulting	$10,001–$100,000
AFLAC	Insurance	$10,001–$100,000
Air Products & Chemicals	Chemicals	$10,001–$100,000
AllianceBernstein	Investment research services &management	$100,001–$1,000,000
Ally Financial	Financial services	$10,001–$100,000
Amazon	Online retailer	$100,001–$1,000,000
American Tower	REIT	$10,001–$100,000 disposed 2024-03-08
American Water Works	Water purveyor	$10,001–$100,000
Amgen	Drug company	$10,001–$100,000
Analog Devices	Technology	$10,001–$100,000
Apple	Computer mfgr	$100,001–$1,000,000
Atmos Energy	Natural gas distribution	$10,001–$100,000
Automatic Data Processing	Data processing	$10,001–$100,000
Baron Real Estate	REIT	$10,001–$100,000
Baxter International	Drugs	$10,001–$100,000
Becton Dickinson &Co.	Medical devices &supplies	$10,001–$100,000
Blackrock	Investment manager	$10,001–$100,000
Blackstone Mortgage	Mortgage investments	$10,001–$100,000
British American Tobacco	Tobacco	$10,001–$100,000
Broadcom	Software technology	$100,001–$1,000,000 acquired 2024-03-21
Broadridge Financial Solutions	Financial services	$10,001–$100,000
Brown &Brown Inc.	Insurance	$10,001–$100,000
Brown-Forman Corp	Alcohol beverages	$10,001–$100,000
California Water Service Group	Water purveyor	$100,001–$1,000,000
Carson Dominguez Properties · from the PDF partnership income over $500	Real estate investments · Partnership	over $1,000,000
Carson Estate Trust	Real estate investments	over $1,000,000
Caterpillar Inc	Construction equipment mfgr	$10,001–$100,000
Cencora - AmerisourceBergen Corp	Drug distributor	$10,001–$100,000
Chevron	Gas company	$10,001–$100,000
Chubb	Insurance	$10,001–$100,000
Church & Dwight	Household products	$10,001–$100,000
Cisco Systems	Technology	$10,001–$100,000
Clorox Co.	Household cleaners	$10,001–$100,000 disposed 2024-01-05
CMS Energy	Energy	$10,001–$100,000
Colgate-Palmolive	Consumer products	$10,001–$100,000
Comcast	Cable broadcaster	$10,001–$100,000
Commerce Bancshares	Banking	$10,001–$100,000
ConocoPhillips	Gas company	$10,001–$100,000
Costco	Retail store	$10,001–$100,000
Crown Castle Inc.	REIT	$10,001–$100,000 disposed 2024-01-05
CVS Health Corp	Retail pharmacy stores/health services	$10,001–$100,000
Dominguez Energy partnership income $0–$499	Energy · Partnership	$2,000–$10,000
Duke Energy	Energy utility	$2,000–$10,000
Ecolab Inc.	Water and industrial cleaning	$10,001–$100,000
Edison International	Energy utility	$10,001–$100,000
Edwards Lifesciences	Drugs	$100,001–$1,000,000
Emerson Electric	Electric equipment mfgr	$10,001–$100,000
Eversource Energy	Public utility	$10,001–$100,000 disposed 2024-01-05
Factset Research Systems	Financial data and analytics	$10,001–$100,000
Federal Realty Investment	Real estate	$10,001–$100,000
General Dynamics	Defense contractor	$10,001–$100,000
Growth Factory partnership income $0–$499	Venture capital fund · Partnership	$10,001–$100,000
Home Depot	Home improvement store	$10,001–$100,000
Honeywell International	Computer mfgr	$10,001–$100,000
IBM	Computer mfgr	$10,001–$100,000
Illinois Tool Works	Tool mfgr	$10,001–$100,000
J M Smucker	Food products	$10,001–$100,000 disposed 2024-01-05
Jack Henry & Assoc	Service for financial services	$10,001–$100,000
Johnson & Johnson	Drug company	$10,001–$100,000
KKR Real Estate	REIT	$10,001–$100,000
KLA Corp	Computer mfg equipment mfgr	$100,001–$1,000,000
L3 Harris Technologies	Defense contractor	$10,001–$100,000
Linde PLC	Industrial gas	$10,001–$100,000
Lockheed Martin	Defense contractor	$10,001–$100,000
Lowes Companies	Home improvement stores	$10,001–$100,000
McCormick & Co.	Seasonings	$10,001–$100,000
McDonalds	Fast food restaurants	$10,001–$100,000
Medtronic PLC	Medical therapies	$10,001–$100,000
Microsoft	Software developer	$100,001–$1,000,000
Mondelez International	Food and snack mfrg	$10,001–$100,000
Moneta Ventures Fund II partnership income $0–$499	Venture capital fund · Partnership	$10,001–$100,000
Moneta Ventures Fund III partnership income $0–$499	Venture Capital Fund · Partnership	$100,001–$1,000,000
New Jersey Resources Corp	Energy services	$10,001–$100,000
Nextera Energy	Energy services	$10,001–$100,000
Nike	Shoe and clothes mfgr	$10,001–$100,000
NorCal Investment Fund I partnership income $0–$499	Venture capital fund · Partnership	$10,001–$100,000
NorCal Investment Fund II partnership income $0–$499	Venture Capital Fund · Partnership	$10,001–$100,000
Nucor	Steel production	$10,001–$100,000
Nutrien Ltd	Ag	$10,001–$100,000
Nvidia	Computer chip mfgr	$10,001–$100,000 acquired 2024-08-05
Parker-Hannifin	Motion & control technologies	$10,001–$100,000 acquired 2024-03-08
Paychex Inc.	Payroll processing service	$10,001–$100,000
Pepsico	Soft drink bottler	$10,001–$100,000
Phillips 66	Gas company	$10,001–$100,000
PPG Industries	Paint and coating supplier	$10,001–$100,000
Procter &Gamble	Consumer products	$100,001–$1,000,000
Prologis Inc.	REIT	$10,001–$100,000
Raytheon Technologies-RTX	Defense contractor	$10,001–$100,000 disposed 2024-01-05
Realty Income Corp	REIT	$10,001–$100,000
Rio Tinto	Mining	$10,001–$100,000
Sherwin Williams	Paint mfgr &retailer	$10,001–$100,000
Southern Copper Corp	Mining	$10,001–$100,000
Starbucks	Coffee retailer	$10,001–$100,000
Stryker Corp	Medical technology	$10,001–$100,000
T Rowe Price Group	Investment management	$10,001–$100,000
Takeda Pharmaceutical	Drugs	$10,001–$100,000
Target	Retail stores	$10,001–$100,000
Texas Instruments	Electronic device mfgr	$10,001–$100,000
Tractor Supply Co.	Tractor supply	$10,001–$100,000
Union Pacific	Railroad	$100,001–$1,000,000
United Health Group	Healthcare insurance	$100,001–$1,000,000
United Parcel Service	Package delivery	$10,001–$100,000 disposed 2024-06-07
Verizon	Communications	$10,001–$100,000
W. W. Grainger Inc.	Industrial supplier	$10,001–$100,000
Walmart	Retail stores	$100,001–$1,000,000
WEC Energy Group	Energy	$10,001–$100,000
Welltower Inc.	REIT · REIT	$10,001–$100,000
XCEL Energy	Energy	$10,001–$100,000 disposed 2024-03-08

Schedule A-2 · Businesses & trusts (10% or more) 25

Benicia Professional Office Building Partnership · from the PDF

Real estate · 555 First St., #101, Benicia, CA, 94510 · Partner

Value $10,001–$100,000 · gross income $1,001–$10,000

Holds: 5556 First Street (Benicia, CA, 94510) · $10,001–$100,000 · Partnership

Full Circle Corporation · from the PDF

Automobile dealer services · 1481 River Park Drive · Owner & officer

Value $100,001–$1,000,000 · gross income $10,001–$100,000

Fulton Ventures Partnership · from the PDF

Real Estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income $10,001–$100,000

Holds: 2020 Fulton Avenue (Sacramento, CA, 95825) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments I, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 4609 & 4545 Madison Ave. (Sacramento, CA, 95841) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments I, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 4525, 4545 & 4595 Granite Drive (Rocklin, CA, 95677) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments I, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2200 Auburn Blvd. (Sacramento, CA, 95821) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments II, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 1484 &1990 Fulton Ave. (Sacramento, CA, 95825) · $100,001–$1,000,000 · Property Ownership/Deed of Trust

Niello Investments II, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2350 Auburn Blvd. (Sacramento, CA, 95821) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments II, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 1201 Blumenfeld Drive (Sacramento, CA, 95815) · over $1,000,000 · Property Ownership/Deed of Trust

Niello Investments II, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 8580 Laguna Grove Drive (Elk Grove, CA, 95757) · over $1,000,000 · Property Ownership/Deed of Trust

R.L. Niello Co., Inc. Corporation · from the PDF

Retail automobile dealership · 2701 Arden Way, Sacramento, CA, 95825 · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: 2701 & 2625 Arden Way (Sacramento, CA 95825) · over $1,000,000 · Property Ownership/Deed of Trust

Roger Niello Reinsurance Ltd. Corporation · from the PDF

Sales of auto service contracts & related products · 1481 River Park Drive, Sacramento, CA, 95815 · Owner &President

Value over $1,000,000 · gross income $10,001–$100,000

Roger W. Niello GST Trust trust · from the PDF

1481 River Park Drive, Sacramento, CA, 95815

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

Holds: 1481 River Park Drive (Sacramento, CA, 95815) · over $1,000,000 · Property Ownership/Deed of Trust

RRD, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2131 Northrup Avenue (Sacramento, CA, 95815) · $100,001–$1,000,000 · Property Ownership/Deed of Trust

RRD, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2551 Trade Wind Avenue (Sacramento, CA, 95825) · $100,001–$1,000,000 · Property Ownership/Deed of Trust

RRD, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 3222 Auburn Blvd. (Sacramento, CA, 95821) · over $1,000,000 · Property Ownership/Deed of Trust

RRD, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 150 Automall Drive (Roseville, CA 95661) · over $1,000,000 · Property Ownership/Deed of Trust

RRD, LP Partnership · from the PDF

Real estate · 1481 River Park Drive, Sacramento, CA, 95815 · Partner

Value over $1,000,000 · gross income over $100,000

Holds: 2535 Arden Way (Sacramento, CA, 95825) · over $1,000,000 · Property Ownership/Deed of Trust

The Niello Company Sub-S Corp · from the PDF

Holding co., owns stk of auto dealership corps · 1481 River Park Drive, Sacramento, CA, 95815 · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Performance Motors II (Retail automobile dealership) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Holding co., owns stk of auto dealership corps · Same · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Motor Car Company (Retail automobile dealership) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Same · Same · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Imports of Rocklin (Retail automobile dealership) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Same · Same · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Imports II, Inc. (Retail automobile dealership) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Same · Same · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: R.L. Niello Co., Inc. (Retail automobile dealership & body shop) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Same · Same · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Performance Motors (Retail automobile dealership) · over $1,000,000 · Stock

The Niello Company Sub-S Corp · from the PDF

Holding co., owns stk of auto dealership corps · 1481 River Park Drive, Sacramento, CA, 95815 · Owner, director, officer

Value over $1,000,000 · gross income over $100,000

Holds: Niello Bavarian Automobiles, Inc. (Retail automobile dealership) · over $1,000,000 · Stock

Schedule C · Income and business positions 1

Source	Income
Carson Dominguez Properties Real estate investments · Partner · 100 Bayview Circle, Ste 3500, Newport Beach, CA, 92660	over $100,000 Partnership

Schedule D · Gifts 4

From	Gifts	Total
California Assn. of Collectors, Inc. 3200 Courthouse Ln., Minneapolis, MN 55121-1585	2024-04-17 · Legislator of the Year Award · $152.59	$152.59
California Problem Solvers Action Fund c/o Fergus Milligan, 400 Capitol Mall, Suite 2400, Sacramento, CA 95814	2024-04-10 · Dinner · $195.27	$195.27
Personal Insurance Federation of California 1201 K St., Suite 1250, Sacramento, CA 95814	2024-03-11 · Reception · $79.12	$79.12
Reyes Holdings LLC c/o Kyle Hoffman, 150 Post St., Suite 405, S.F., CA 94108	2024-08-20 · Reception · $94	$94

Schedule E · Travel paid by others 2

Paid by	Trip	Amount
California Asphalt Pavement Assn. 1550 Harbor Blvd. Suite 120, West Sacramento, CA 95691	Los Angeles · 2024-01-12 to 2024-01-13 · made a speech / panel · Gift	$504.36
Ca. Foundation for the Environment & the Economy (CFEE) 920 11th St., Sacramento, CA 95814	Lake Tahoe · 2024-08-08 to 2024-08-09 · made a speech / panel · Gift	$739.27

The filer's comments

A-2 Benicia Professional Office Building was acquired via inheritance prior to 2024.

A-2 Fulton Ventures, 2020 Fulton Avenue was acquired via inheritance prior to 2024.

A-2 1481 River Park Drive acquired via inheritance prior to 2024.

A-2 Niello Co not new, subsidiary Performance Motors II was incorporated in '20 but not capitalized nor operational until '24.

E For CFEE trip, I arrived after lunch so did not include the $128.40 value for that meal.