Martin L Herscovitz › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Accenture PLC | Management and Consulting | $10,001–$100,000 | |
| Alphabet | Technology | $10,001–$100,000 | |
| Amazon | Internet Sales | $10,001–$100,000 | |
| American Express | Financial · Bond | $10,001–$100,000 | |
| Apple Computer | Technology | $10,001–$100,000 | |
| Aptargroup | Packaging | $10,001–$100,000 | |
| Bank of America | Banking · Bonds | $10,001–$100,000 | |
| Blackstone Inc | Financial | $10,001–$100,000 | |
| Citi Group | Financial · Bonds | $10,001–$100,000 | |
| Coca Cola Co | Food | $10,001–$100,000 | |
| Costco Wholesale | Retail | $10,001–$100,000 | |
| Disney | Entertainment | $10,001–$100,000 disposed 2024-01-19 | |
| FedEx | Transportation | $10,001–$100,000 | |
| Goldman Sachs | Financial · Bonds | $10,001–$100,000 disposed 2024-03-15 | |
| Graphic Packaging Holding | Packaging | $10,001–$100,000 | |
| Hershey Co. | Food | $2,000–$10,000 disposed 2024-04-12 | |
| Intercontinental Exchange | Financial | $10,001–$100,000 | |
| Iqvia Holdings | Technology | $10,001–$100,000 | |
| John Deere Capital | Farm Equipment · Bond | $10,001–$100,000 | |
| JP Morgan Chase | Financial | $10,001–$100,000 | |
| Leidos Holding | Technology | $10,001–$100,000 | |
| McDonalds Corp | Restaurants | $10,001–$100,000 disposed 2024-05-14 | |
| Merck | Pharmaceutical | $10,001–$100,000 | |
| Microsoft | Technology | $10,001–$100,000 | |
| NextEra Energy | Green Energy | $10,001–$100,000 | |
| Nvidia Corp | Technology | $10,001–$100,000 | |
| Oracle Corp. | Computer Software · Bond | $10,001–$100,000 | |
| SalesForce | Internet Sales Consultants | $10,001–$100,000 | |
| Thermo Fisher Scientific | Technology | $10,001–$100,000 | |
| Visa | Financial | $10,001–$100,000 | |
| Vulcan Materials | Construction Materials | $10,001–$100,000 | |
| Zoetis, Inc. | Pharmaceuticals | $10,001–$100,000 | |
| Palo Alto Networks, Inc. | Cybersecurity | $2,000–$10,000 acquired 2024-02-28 |
Herscovitz Family Trust Family Trust · from the PDF
Condo Rental and investments in stocks and bonds · 111 N. Hill Street, LA, CA 90012 · Trustee and Beneficiary
Value over $1,000,000 · gross income $10,001–$100,000
Holds: 6000 Canterbury Dr.D-105 Culver City, CA 902 (6000 Canterbury Dr. D-105 Culver City, CA 90) · $100,001–$1,000,000 · Property Ownership/Deed of Trust
| Property | Value | Rental income | |
|---|---|---|---|
| 125 S. Oakhurst Dr., #202, Beverly Hills, CA Ownership/Deed of Trust | over $1,000,000 | $10,001–$100,000 Elise Thomas Jones | |
| 6000 Canterbury Dr. D-105, Culver City, CA 90230 Ownership/Deed of Trust | $100,001–$1,000,000 | $0–$499 |
| Source | Income | |
|---|---|---|
| American Express Financial · Bond Holder · World Financial Center, 200 Vesey St, New York, NY 10285 | $500–$1,000 Other: Bond holder | |
| Bank of America Corp. Financial · Bond Holder · 100 N. Tryon, NC 28255 | $500–$1,000 Other: Interest on bonds | |
| Capital One Financial · Bond Holder · 1680 Capital One Dr. McLean, VA | $1,001–$10,000 Sale of: Commercial Real Property in Family Trust | |
| Citi Group Bond Holder · Bond holder · 388 Greenwich St, NYC, NY | $1,001–$10,000 Other: interest on bonds | |
| Clorox Household Products · Bond holder · 1221 Broadway Oakland, CA 94612 | $500–$1,000 Other: interest on bonds | |
| Exxon Mobil Bond Holder · Bond holder · 5959 Las Colinas Blvd., Irving, TX | $1,001–$10,000 Other: Interest on bonds | |
| Goldman Sachs Group Bond Holder · bond holder · 200 West Street, NYC, NY | $10,001–$100,000 Other: Redeemed bonds | |
| John Deere Capital Agricultural · Bond Holder · 10587 Double R Blvd Suite 100 Reno, NV 89521 | $1,001–$10,000 Other: Bond holder | |
| Oracle Corp. Computer Software · Bond holder · 2300 Oracle Way Austin, TX 78741 | $500–$1,000 Other: interest on bond |
A-1 02/21/2024 Sale of $10,000-100,000 Nvidia Corp but stock is still held
A-1 Addition stock in Palo Alto Networks acquired 04/23/2024. $2,000-10,000