KAPETAN BROTHERS LAW FIRM Partnership · from the PDF
LAW FIRM · 1236 M STREET, FRESNO, CA 93721 · SPOUSE OF PARTNER
Value $100,001–$1,000,000 · gross income over $100,000
Kristi C Kapetan › Form 700
Kristi C Kapetan: 2024 Annual statement
- Annual 2024
- Judge, Fresno County Superior Court · due 2025-03-03
- Filed
- 2025-02-21 · signed 02/21/2025 01:47 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%) 40
| Name | Business | Value | |
|---|---|---|---|
| 1610 Tide Court SPX, LLC | Mini-Storage facility · 6.78% ownership | $100,001–$1,000,000 | |
| Amazon | online sales | $2,000–$10,000 disposed 2024-10-04 | |
| Astrazeneca PLC | pharma | $10,001–$100,000 disposed 2024-06-20 | |
| Bunge Ltd | Agribusiness | $10,001–$100,000 | |
| Celsius Holdings | Energy Beverages | $2,000–$10,000 disposed 2024-10-04 | |
| Centene Corp | Healthcare | $10,001–$100,000 disposed 2024-06-20 | |
| Chesapeake Energy Corp. | Energy | $10,001–$100,000 disposed 2024-06-20 | |
| Fidelity National Information Services | finance | $10,001–$100,000 disposed 2024-06-20 | |
| Outfront Media | Media | $10,001–$100,000 | |
| Perella Weinberg Partners | investment banking | $10,001–$100,000 disposed 2024-04-10 | |
| Vale S A | Iron ore producer | $10,001–$100,000 disposed 2024-06-20 | |
| VICI PPTYS | real estate investment trust | $10,001–$100,000 disposed 2024-06-20 | |
| Fed Ex | Delivery services | $10,001–$100,000 acquired 2024-01-03 disposed 2024-06-20 | |
| IShares silver trust | Trust for silver prices · investment trust | $10,001–$100,000 acquired 2024-06-06 disposed 2024-12-02 | |
| I Shares Corp S&P | Trading fund · ETF | $10,001–$100,000 acquired 2024-06-20 | |
| Global Payments Inc. | Payment tech company | $10,001–$100,000 acquired 2024-02-20 disposed 2024-06-20 | |
| I Shares Gold | trust for gold prices · investment trust | $10,001–$100,000 acquired 2024-01-03 disposed 2024-02-22 | |
| Illumina Inc. | Genomic technologies | $10,001–$100,000 acquired 2024-04-02 disposed 2024-06-20 | |
| I Shares Semiconductor ETF | EFT for semiconductors · ETF | $10,001–$100,000 acquired 2024-06-20 disposed 2024-09-11 | |
| I Shares Aerospace and Defense | ETF for Aerospace and Defense · ETF | $10,001–$100,000 acquired 2024-06-20 | |
| I Shares Regional Banks | ETF for regional banks · ETF | $10,001–$100,000 acquired 2024-12-02 | |
| I Shares U.S. Home Construction EFT | Fund of equites in home construction sector · ETF | $10,001–$100,000 acquired 2024-06-20 disposed 2024-12-30 | |
| I Shares Insurance ETF | ETF for Insurance · ETF | $10,001–$100,000 acquired 2024-06-20 | |
| I SharesUS Oil Equipment ETF | ETF for US Oil Equipment · ETF | $10,001–$100,000 acquired 2024-05-13 disposed 2024-06-06 | |
| nVent Electric plc | Electrical Systems | $10,001–$100,000 acquired 2024-01-01 disposed 2024-02-02 | |
| Vanguard Mega Cap Growth ETF | ETF · ETF | $10,001–$100,000 acquired 2024-01-03 | |
| Luna Innovations | Fiber Optic Systems | $2,000–$10,000 acquired 2024-08-30 disposed 2024-10-08 | |
| I Shares US industrials | EFT · ETF | $10,001–$100,000 acquired 2024-06-20 | |
| Yoshitsu Co. Ltd | retail & Wholesale | $2,000–$10,000 acquired 2024-08-26 disposed 2024-09-09 | |
| Nio | Automotive company | $2,000–$10,000 acquired 2024-09-10 disposed 2024-10-16 | |
| Target Corp. | retail | $2,000–$10,000 acquired 2024-10-18 disposed 2024-12-16 | |
| Franklin Residential Inc. | Modular home business | $2,000–$10,000 acquired 2024-10-15 | |
| Crowdstrike Holdings, Inc. | Cybersecurity | $10,001–$100,000 acquired 2024-10-15 | |
| Bug ETF | Global Cybersecurity Co. | $2,000–$10,000 acquired 2024-12-16 | |
| Bristol Myers Squibb | pharmaceuticals | $10,001–$100,000 acquired 2024-10-15 | |
| California Water Service group | public utility · public utility | $2,000–$10,000 acquired 2024-10-15 | |
| Nvidia Corp. | Artificial Intelligence computing | $100,001–$1,000,000 acquired 2024-10-10 | |
| United Parcel Service | delivery service | $2,000–$10,000 acquired 2024-10-10 | |
| Pfizer Corp. | pharmaceuticals | $2,000–$10,000 acquired 2024-10-10 | |
| Verizon | mobile phone | $10,001–$100,000 acquired 2024-10-10 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| 2621 FRESNO STREET, FRESNO, CA Ownership/Deed of Trust Loan: Dale & Sheila Neumann, over $100,000, 5.5% | $100,001–$1,000,000 | $10,001–$100,000 rent to a deli |
Schedule C · Income and business positions 2
| Source | Income | |
|---|---|---|
| 1610 Tide Court SPX, LLC mini-Storage facility · spouse of investor · 1610 Tide Court, Woodland, CA | $1,001–$10,000 Partnership | |
| 2621 Fresno Street Deli · spouse of investor · 2621 Fresno Street, Fresno, CA | $1,001–$10,000 Rental Income: Less than 10,000 |
Schedule C · Loans received 1
| Lender | Highest balance | |
|---|---|---|
| Dale & Sheila Neumann None; carrying paper · 12 years · 5.5% · Real Property | $10,001–$100,000 |
Other text on the statement
Typed on the statement but outside the form's boxes, or continuation lists that couldn't be matched to an entry: kept as written.
Fresno
Where the portal and the PDF differ
The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.
| Where | Portal | |
|---|---|---|
| Income · property_address | 2621 Fresno Street Fresno | 2621 Fresno Street |