Mark T. Smith › Form 700
| Name | Business | Value | |
|---|---|---|---|
| ABBVIE, INC. | PUBLICLY TRADED COMPANY | $10,001–$100,000 | |
| AFLAC, INC. | INSURANCE | $10,001–$100,000 | |
| ALPHABET INC, CL A | TECHNOLOGY | $10,001–$100,000 | |
| Amazon.com, Inc. | Retailer | $10,001–$100,000 disposed 2024-04-16 | |
| Amer Electric Power, Co | Energy | $10,001–$100,000 disposed 2024-04-09 | |
| Aon, PLC | Insurance | $2,000–$10,000 disposed 2024-04-16 | |
| APPLE, INC. | COMPUTER TECHNOLOGY | $10,001–$100,000 | |
| Applied Materials | Technology | $2,000–$10,000 disposed 2024-04-16 | |
| AT&T | TELECOMMUNICATIONS | $10,001–$100,000 | |
| BANK OF AMERICA | BANKING | $10,001–$100,000 | |
| Barrick Gold Corp. | Metals | $10,001–$100,000 disposed 2024-04-09 | |
| Becle Sab De Cv | Consumer products | $2,000–$10,000 disposed 2024-04-16 | |
| Berkshire Hathaway | Conglomerate | $10,001–$100,000 disposed 2024-04-16 | |
| Blackrock, Inc. | Finacial Services | $2,000–$10,000 disposed 2024-04-16 | |
| BOEING | AEROSPACE | $100,001–$1,000,000 | |
| Bollore SE | Conglomerate | $10,001–$100,000 disposed 2024-04-16 | |
| BRISTOL MYERS SQUIBB | PHARMACEUTICALS | $100,001–$1,000,000 | |
| BROADCOM, INC. | TECHNOLOGY | $2,000–$10,000 | |
| Brookfield Corp. | Financial Services | $10,001–$100,000 disposed 2024-04-16 | |
| Canadian Pacific | Transportation | $10,001–$100,000 disposed 2024-04-16 | |
| Cheniere Energy Partn., LP | Energy · Limited Partnership | $10,001–$100,000 disposed 2024-04-09 | |
| Cheniere Energy, Inc. | Energy | $10,001–$100,000 disposed 2024-04-09 | |
| CHEVRON, INC. | OIL & GAS | over $1,000,000 | |
| COCA-COLA, INC. | CONSUMER PRODUCTS | $10,001–$100,000 | |
| CONOCO PHILLIPS | OIL & GAS | $2,000–$10,000 | |
| CORTEVA, INC. | PUBLICLY TRADED COMPANY | $2,000–$10,000 | |
| Costco Wholesale Co. | Consumer Retail | $10,001–$100,000 disposed 2024-04-09 | |
| Danaher Corp. | Medical Products | $10,001–$100,000 disposed 2024-04-16 | |
| DUPONT, INC. | CHEMICALS | $2,000–$10,000 | |
| EBAY, INC. | CONSUMER TECHNOLOGY | $10,001–$100,000 disposed 2024-12-03 | |
| Edison International | Electrical Utility Holding Company | $10,001–$100,000 | |
| ELECTRONIC ARTS, INC. | TECHNOLOGY | $10,001–$100,000 | |
| GENERAL DYNAMICS CORP | AEROSPACE | $10,001–$100,000 | |
| Hewlett-Packard | International Information Technology Company | $10,001–$100,000 disposed 2024-04-16 | |
| HOME DEPOT, INC. | HARDWARE RETAIL | $10,001–$100,000 | |
| INGERSOLL RAND, PLC | PUBLICLY TRADED COMPANY | $2,000–$10,000 | |
| JOHNSON & JOHNSON | PHARMACEUTICALS | $10,001–$100,000 | |
| JP Morgan Chase & Co. | Financial Services | $10,001–$100,000 disposed 2024-04-16 | |
| KROGER | CONSUMER RETAIL | $2,000–$10,000 | |
| Lam Research Corp | Technology | $10,001–$100,000 disposed 2024-04-09 | |
| Lennar Corp. | Construction | $10,001–$100,000 disposed 2024-04-16 | |
| Linde PLC | Engineering | $2,000–$10,000 disposed 2024-04-16 | |
| Lowes Companies, Inc. | Consumer retail | $10,001–$100,000 disposed 2024-04-16 | |
| Marvell Technology, Inc. | Technology | $10,001–$100,000 disposed 2024-04-09 | |
| MCDONALD'S CORP | CONSUMER RETAIL | $10,001–$100,000 | |
| Medtronic, PLC | Medical products | $10,001–$100,000 disposed 2024-04-16 | |
| Meta Platforms, Inc. | Technology | $10,001–$100,000 disposed 2024-04-16 | |
| MICROSOFT | TECHNOLOGY | $100,001–$1,000,000 | |
| MOTOROLA SOLUTIONS, INC NEW | TECHNOLOGY | $10,001–$100,000 | |
| NEXTERA ENERGY | OIL & GAS | $10,001–$100,000 | |
| Nextera Energy, Inc. | Energy | $10,001–$100,000 disposed 2024-04-09 | |
| Novagold Res, Inc. | Metals | $2,000–$10,000 disposed 2024-04-09 | |
| OCCIDENTAL PETROLEUM | OIL & GAS | $10,001–$100,000 | |
| ORACLE CORP | TECHNOLOGY | $10,001–$100,000 | |
| PAYPAL HOLDINGS | FINANCIAL | $10,001–$100,000 disposed 2024-12-03 | |
| PEPSICO, INC. | CONSUMER PRODUCTS | $10,001–$100,000 | |
| PFIZER, INC. | PHARMACEUTICALS | $10,001–$100,000 disposed 2024-12-03 | |
| Philip Morris, Intl. | Consumer Products | $10,001–$100,000 disposed 2024-04-16 | |
| PROCTOR & GAMBLE | PHARMACEUTICALS | $100,001–$1,000,000 | |
| PUBLIC STORAGE, INC. | CONSUMER PRODUCTS | $10,001–$100,000 | |
| SCHLUMBERGER, LTD. | OIL & GAS | $2,000–$10,000 | |
| SEMPRA ENERGY | OIL & GAS | $100,001–$1,000,000 | |
| STRYKER, INC. | MEDICAL PRODUCT | $2,000–$10,000 | |
| T. ROWE PRICE GRP | FINANCIAL | $10,001–$100,000 | |
| Target Corp. | Consumer Retail | $10,001–$100,000 disposed 2024-04-09 | |
| Texas Instruments | Technology | $10,001–$100,000 disposed 2024-04-16 | |
| TJX Companies | Consumer Retail | $10,001–$100,000 disposed 2024-04-16 | |
| TRANE TECHNOLOGIES | HVAC SYSTEMS | $10,001–$100,000 | |
| Trilogy Metals, Inc. | Metals | $2,000–$10,000 disposed 2024-04-09 | |
| Uber Technologies, Inc. | Transportation | $10,001–$100,000 disposed 2024-04-16 | |
| United Health Grp., Inc. | Insurance | $2,000–$10,000 disposed 2024-04-16 | |
| Dow Inc. | Basic Materials | $2,000–$10,000 | |
| VERIZON COMMUNICATIONS | TELECOMMUNICATIONS | $100,001–$1,000,000 | |
| VISA, INC. CL A | FINANCIAL PRODUCTS | $10,001–$100,000 | |
| W.P. Carey, Inc. | Real Estate Investment Trust company | $10,001–$100,000 disposed 2024-04-16 | |
| WALMART | CONSUMER RETAIL | $2,000–$10,000 | |
| WALT DISNEY CO | ENTERTAINMENT | $10,001–$100,000 disposed 2024-04-16 | |
| Walt Disney Co. | Entertainment | $10,001–$100,000 | |
| Pfizer Inc | HEALTHCARE | $2,000–$10,000 disposed 2024-12-03 | |
| BHP GROUP LTD TICKER BHP | MATERIALS · ETF Holding | $10,001–$100,000 | |
| RIO TINTO PLC TICKER RIO | MATERIALS · ETF Holding | $2,000–$10,000 | |
| FREEPORT MCMORAN INC TICKER FCX | MATERIALS · ETF Holding | $2,000–$10,000 | |
| GLENCORE PLC TICKER GLEN | MATERIALS · ETF Holding | $2,000–$10,000 | |
| ANGLO AMERICAN PLC TICKER AAL | MATERIALS · ETF Holding | $2,000–$10,000 | |
| CIA VALE DO RIO DOCE SH TICKER VALE3 | MATERIALS · ETF Holding | $2,000–$10,000 | |
| NUCOR CORP TICKER NUE | MATERIALS · ETF Holding | $2,000–$10,000 | |
| RIO TINTO LTD TICKER RIO | MATERIALS · ETF Holding | $2,000–$10,000 | |
| FORTESCUE LTD TICKER FMG | MATERIALS · ETF Holding | $2,000–$10,000 | |
| TECK RESOURCES SUBORDINATE VOTING TICKER TECK.B | MATERIALS · ETF Holding | $2,000–$10,000 | |
| NIPPON STEEL CORP TICKER 5401 | MATERIALS · ETF Holding | $2,000–$10,000 | |
| SAUDI ARABIAN MINING TICKER 1211 | MATERIALS · ETF Holding | $2,000–$10,000 | |
| STEEL DYNAMICS INC TICKER STLD | MATERIALS · ETF Holding | $2,000–$10,000 | |
| GRUPO MEXICO B TICKER GMEXICOB | MATERIALS · ETF Holding | $2,000–$10,000 | |
| RELIANCE STEEL & ALUMINUM TICKER RS | MATERIALS · ETF Holding | $2,000–$10,000 | |
| PNC FINANCIAL SERVICES GROUP INC | Financials · ETF Holding | $10,001–$100,000 | |
| US BANCORP | Financials · ETF Holding | $10,001–$100,000 | |
| TRUIST FINANCIAL CORP | Financials · ETF Holding | $10,001–$100,000 | |
| M&T BANK CORP | Financials · ETF Holding | $2,000–$10,000 | |
| FIRST CITIZENS BANCSHARES INC CLAS | Financials · ETF Holding | $2,000–$10,000 | |
| HUNTINGTON BANCSHARES INC | Financials · ETF Holding | $2,000–$10,000 | |
| FIFTH THIRD BANCORP | Financials · ETF Holding | $2,000–$10,000 | |
| REGIONS FINANCIAL CORP | Financials · ETF Holding | $2,000–$10,000 | |
| CITIZENS FINANCIAL GROUP INC | Financials · ETF Holding | $2,000–$10,000 | |
| KEYCORP | Financials · ETF Holding | $2,000–$10,000 | |
| EAST WEST BANCORP INC | Financials · ETF Holding | $2,000–$10,000 | |
| FIRST HORIZON CORP | Financials · ETF Holding | $2,000–$10,000 | |
| WEBSTER FINANCIAL CORP | Financials · ETF Holding | $2,000–$10,000 | |
| WESTERN ALLIANCE | Financials · ETF Holding | $2,000–$10,000 | |
| PINNACLE FINANCIAL PARTNERS INC | Financials · ETF Holding | $2,000–$10,000 | |
| CULLEN FROST BANKERS INC | Financials · ETF Holding | $2,000–$10,000 | |
| WINTRUST FINANCIAL CORP | Financials · ETF Holding | $2,000–$10,000 | |
| Eli Lilly & Co | Pharmaceuticals · ETF Holding | $10,001–$100,000 | |
| UnitedHealth Group Inc | Managed Health Care · ETF Holding | $2,000–$10,000 | |
| AbbVie Inc | Biotechnology · ETF Holding | $2,000–$10,000 | |
| Johnson & Johnson | Pharmaceuticals · ETF Holding | $2,000–$10,000 | |
| Merck & Co Inc | Pharmaceuticals · ETF Holding | $2,000–$10,000 | |
| Thermo Fisher Scientific Inc | Life Sciences Tools & Services · ETF Holding | $2,000–$10,000 | |
| Abbott Laboratories | Health Care Equipment · ETF Holding | $2,000–$10,000 | |
| Intuitive Surgical Inc | Health Care Equipment · ETF Holding | $2,000–$10,000 | |
| Pfizer Inc | Pharmaceuticals · ETF Holding | $2,000–$10,000 | |
| Danaher Corp | Life Sciences Tools & Services · ETF Holding | $2,000–$10,000 | |
| Amgen Inc | Biotechnology · ETF Holding | $2,000–$10,000 | |
| Boston Scientific Corp | Health Care Equipment · ETF Holding | $2,000–$10,000 | |
| Stryker Corp | Health Care Equipment · ETF Holding | $2,000–$10,000 | |
| Gilead Sciences Inc | Biotechnology · ETF Holding | $2,000–$10,000 | |
| Bristol-Myers Squibb Co | Pharmaceuticals · ETF Holding | $2,000–$10,000 | |
| SPDR Gold Shares Ticker GLD | Commodities Focused · ETF Holding | $100,001–$1,000,000 | |
| Globe Life Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| MetLife Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Reinsurance Group of America Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Erie Indemnity Co Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Willis Towers Watson PLC | Financial Services · ETF Holding | $2,000–$10,000 | |
| Unum Group | Financial Services · ETF Holding | $2,000–$10,000 | |
| Arthur J. Gallagher & Co | Financial Services · ETF Holding | $2,000–$10,000 | |
| Arthur J. Gallagher & Co | Financial Services · ETF Holding | $2,000–$10,000 | |
| Everest Group Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Chubb Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Chubb Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Loews Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Assured Guaranty Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Allstate Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Old Republic International Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Aflac Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Aflac Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Marsh & McLennan Companies Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Marsh & McLennan Companies Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Aon PLC Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Ameriprise Financial, Inc. | Financial Services · ETF Holding | $2,000–$10,000 | |
| Brighthouse Financial Inc Registered Shs When Issued | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Hanover Insurance Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| American International Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Prudential Financial Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| White Mountains Insurance Group Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Enstar Group Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Progressive Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Progressive Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Assurant Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Travelers Companies Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Travelers Companies Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Markel Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Arch Capital Group Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Brown & Brown Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| RLI Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Kemper Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| American Financial Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Axis Capital Holdings Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Palomar Holdings Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| CNO Financial Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Selective Insurance Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Principal Financial Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Hartford Financial Services Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Lincoln National Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| WR Berkley Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Primerica Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| First American Financial Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Cincinnati Financial Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Ryan Specialty Holdings Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Genworth Financial Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Oscar Health Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Fidelity National Financial Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| RenaissanceRe Holdings Ltd | Financial Services · ETF Holding | $2,000–$10,000 | |
| Goosehead Insurance Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Mercury General Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Kinsale Capital Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Baldwin Insurance Group Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Lemonade Inc Ordinary Shares | Financial Services · ETF Holding | $2,000–$10,000 | |
| Exxon Mobil Corp | Energy · ETF Holding | $10,001–$100,000 | |
| Chevron Corp | Energy · ETF Holding | $10,001–$100,000 | |
| ConocoPhillips | Energy · ETF Holding | $10,001–$100,000 | |
| Williams Companies Inc | Energy · ETF Holding | $10,001–$100,000 | |
| EOG Resources Inc | Energy · ETF Holding | $10,001–$100,000 | |
| ONEOK Inc | Energy · ETF Holding | $10,001–$100,000 | |
| Schlumberger Ltd | Energy · ETF Holding | $10,001–$100,000 | |
| Kinder Morgan Inc Class P | Energy · ETF Holding | $10,001–$100,000 | |
| Phillips 66 | Energy · ETF Holding | $2,000–$10,000 | |
| Marathon Petroleum Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Baker Hughes Co Class A | Energy · ETF Holding | $2,000–$10,000 | |
| Targa Resources Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Valero Energy Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Hess Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Occidental Petroleum Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Diamondback Energy Inc | Energy · ETF Holding | $2,000–$10,000 | |
| EQT Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Halliburton Co | Energy · ETF Holding | $2,000–$10,000 | |
| Devon Energy Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Texas Pacific Land Corp | Energy · ETF Holding | $2,000–$10,000 | |
| Coterra Energy Inc Ordinary Shares | Energy · ETF Holding | $2,000–$10,000 | |
| Berkshire Hathaway Inc Class B | Financial Services · ETF Holding | $10,001–$100,000 | |
| JPMorgan Chase & Co | Financial Services · ETF Holding | $10,001–$100,000 | |
| Visa Inc Class A | Financial Services · ETF Holding | $10,001–$100,000 | |
| Mastercard Inc Class A | Financial Services · ETF Holding | $10,001–$100,000 | |
| Bank of America Corp | Financial Services · ETF Holding | $10,001–$100,000 | |
| Wells Fargo & Co | Financial Services · ETF Holding | $2,000–$10,000 | |
| The Goldman Sachs Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| American Express Co | Financial Services · ETF Holding | $2,000–$10,000 | |
| S&P Global Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Morgan Stanley | Financial Services · ETF Holding | $2,000–$10,000 | |
| BlackRock Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Citigroup Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Blackstone Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Fiserv Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Charles Schwab Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| KKR & Co Inc Ordinary Shares | Financial Services · ETF Holding | $2,000–$10,000 | |
| PayPal Holdings Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| Intercontinental Exchange Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| CME Group Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| PNC Financial Services Group Inc | Financial Services · ETF Holding | $2,000–$10,000 | |
| U.S. Bancorp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Apollo Global Management Inc Class A | Financial Services · ETF Holding | $2,000–$10,000 | |
| Moodys Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Capital One Financial Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Truist Financial Corp | Financial Services · ETF Holding | $2,000–$10,000 | |
| Bank of New York Mellon Corp | Financial Services · ETF Holding | $2,000–$10,000 |
JSTC, LLC LLC · from the PDF
Real Estate · 2804 Cormier Dr., BAKERSFIELD, CA 93311 · MEMBER (SPOUSE)
Value $100,001–$1,000,000 · gross income $10,001–$100,000
Holds: RENT ON PROPERTIES IDENTIFIES ON SCHEDULE B (See Schedule B) · $100,001–$1,000,000 · Stock
Esther Hay Crites Trust trust
2804 Cormier Dr., Bakersfield, CA 93311
Value — · gross income $10,001–$100,000
Sources of $10,000+: JP Oil Production Co.
Holds: Mineral Royalty Interest (18000 Rio Bravo/Webber Lease) · $10,001–$100,000 · Property Ownership/Deed of Trust
Emma C. Conron Trust trust
2804 Cormier Dr, Bakersfield, CA 93311
Value — · gross income $10,001–$100,000
Sources of $10,000+: JP Oil Prodcution Co.
Holds: Mineral Royalty Interest (18000 Rio Bravo/Webber Lease) · $10,001–$100,000 · Property Ownership/Deed of Trust
| Property | Value | Rental income | |
|---|---|---|---|
| 005-491-11, BAKERSFIELD, CA Ownership/Deed of Trust | $10,001–$100,000 | $10,001–$100,000 | |
| 006-011-04, BAKERSFIELD, CA Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 | |
| 007-102-24, BAKERSFIELD, CA · from the PDF Ownership/Deed of Trust | $10,001–$100,000 | — |
| Source | Income | |
|---|---|---|
| JSTC, LLC Real Estate · Member (Spouse) · 2804 Cormier Dr. | $10,001–$100,000 Sale of: APN 007-102-24 | |
| JSTC, LLC Real Estate · Member (Spouse) · 2804 Cormier Dr. | $500–$1,000 Salary | |
| George Hay Corp. Real Estate · Intern (Spouse) · 2001 22nd St., Bakersfield, CA 93301 | $500–$1,000 Salary | |
| Chevron Corp. Oil & Gas · Shareholder (Spouse) · 1400 Smith St, Houston, CA 77002 | $10,001–$100,000 Other: Dividend payment | |
| Bristol Myers Squibb Co. Pharmaceuticals · Shareholder · Princeton, NJ | $1,001–$10,000 Other: Dividend payment | |
| Procter & Gamble Co. Consumer products · Shareholder · Cincinnati, Ohio | $1,001–$10,000 Other: Dividend payment | |
| Public Storage, Inc. Real Estate · Shareholder (Spouse) · 701 Western Ave., Glendate, CA 91201 | $500–$1,000 Other: Dividend payment | |
| Verizon Communications, Inc. Telecommunications · Shareholder (Spouse) · New York, NY | $1,001–$10,000 Other: Dividend payment | |
| Occidental Petroleum Oil & Gas · Shareholder (Spouse) · Houston, Tx | $500–$1,000 Other: Dividend payment | |
| Sempra Energy Oil & Gas · Shareholder (Spouse) · 488 Eighth Ave., San Diego, CA | $1,001–$10,000 Other: Dividend payment | |
| AT&T, Inc. Telecommunications · Shareholder (Spouse) · Dallas, TX | $500–$1,000 Other: Dividend payment | |
| Edison, Int'l. Utility Holding Co. · Shareholder (Spouse) · 2244 Walnut Grove Ave, Rosemead, CA 91770 | $500–$1,000 Other: Dividend payment |