Jeff Speno - Annual 2016a Initial Filing Recd K4
CALIFORNIA FORm7OO STATEMENT OF ECONOMIC INTERESTS onic,el Uso')Wy
FAIR POLITICAL PRACTICES COMMISSION
A PUBLIC A
DOCUMENT COVER PAGE MgY2 .
Please type or print in ink.
NAME OF FILER (LAST) (FIRST) (MIDDLE)
Speno Jeff � qC"
1. Office, Agency, or Court s 8 L
Agency Name (Do not use acronyms)
City of Gilroy
Division, Board, Department, District, if applicable Your Position
General Plan Committee Member
► If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency: Position:
2. Jurisdiction of Office (Check at least one box)
❑ State ❑ Judge or Court Commissioner (Statewide Jurisdiction)
❑ Multi- County ❑ County of
Q City of Gilroy ❑ Other
3. Type of Statement (Check at least one box)
Annual: The period covered is January 1, 2016, through ❑ Leaving Office: Date Left I I
-or-
December 31, 2016. (Check one)
The period covered is I I through O The period covered is January 1, 2016, through the date of
December 31, 2016. -or- leaving office.
❑ Assuming Office: Date assumed —J 1 O The period covered is I I through
the date of leaving office.
❑ Candidate: Election year and office sought, if different than Part 1:
4. Schedule Summary (must complete) ► Total number of pages including this cover page:
Schedules attached
Schedule A -1 - Investments – schedule attached
Schedule A -2 - Investments – schedule attached
,Schedule B - Real Property – schedule attached
.or-
El None - No reportable interests on any schedule
[Schedule C - income, Loans, & Business Positions – schedule attached
❑ Schedule D - Income – Gifts – schedule attached
❑ Schedule E - Income – Gifts – Travel Payments – schedule attached
5. Verification
MAILING ADDRESS STREET CITY STATE ZIP CODE
(Business or Agency Address Recommended - Public Document)
8140 Deville Ct. Gilroy Ca 95020
DAYTIME TELEPHONE NUMBER E-MAIL ADDRESS
( 408 ) 933 -2399 �jspeno@missionvalleyford.com
I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained
herein and in any attached schedules is true and complete. I acknowledge this is a public document.
I certify under penalty of perjury under the laws of the State of California that the foregoin s a correct.
Date Signed SL// 1: Signature
(month, day, year) ( ' rig' Il igned statement with your filing official.)
r /
FPPC Form 700(2016/2017)
FPPC Advice Email: advice @fppc.ca.gov
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
SCHEDULE A -1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10 %)
Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY
Putnam Investments
GENERAL DESCRIPTION OF THIS BUSINESS
Investment Company
FAIR MARKET VALUE
❑X $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑X Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1,� 16 16
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
Fidelity Investments
GENERAL DESCRIPTION OF THIS BUSINESS
Investment Company
$2,000 - $10,000 ❑x $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
0 Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� 1 16 1 16
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� 1 16 16
ACQUIRED DISPOSED
Comments:
► NAME OF BUSINESS ENTITY
American Funds
GENERAL DESCRIPTION OF THIS BUSINESS
Investment Company
FAIR MARKET VALUE
❑ $2,000 - $10,000 ❑X $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑X Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
Heritage Commerce Company
GENERAL DESCRIPTION OF THIS BUSINESS
Business Bank
FAIR MARKET VALUE
❑X $2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑X Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE`:
1 1 16 16
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
$2,000 - $10,000 ❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock ❑ Other
(Describe)
❑ Partnership O Income Received of $0 - $499
O Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
� / 16 _/� 16
ACQUIRED DISPOSED
FPPC Form 700 (2016/2017) Sch. A -1
FPPC Advice Email: advice @fppc.ca.gov
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov
SCHEDULE A -2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
Mission Valley Ford Truck Sales Inc.
Name
780 E. Brokaw Rd. San Jose, CA 95112
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 ❑x Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Ford Dealership
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $o - $1,999
❑ $2,000 - $10,000 � 116 �� 16
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑X Over $1,000,000
NATURE OF INVESTMENT
❑ Partnership [] Sole Proprietorship ❑ Corporation
YOUR BUSINESS POSITION President
0$0-$499 ❑ $10,001 - $100,000
❑ $500 - $1,000 ❑X OVER $100,000
❑ $1,001 - $10,000
None or 'I I Names listed below
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, a[
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity lu
City or Other Precise Location of Real Property
FAIR MARKET VALUE
IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership /Deed of Trust
❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real property
are attached
East Bay Ford Truck Sales Inc.
Name
70 Hegenberger Loop Oakland, Ca 94602
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 [E Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000 _/___/ 16 5 127/16
❑X $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000
NATURE OF INVESTMENT
E] Partnership [] Sole Proprietorship [E CO[pOratlOn
Other
YOUR BUSINESS POSITION President
❑X $0 - $499 ❑ $10,001 - $100,000
❑ $500 - $1,000 ❑ OVER $100,000
❑ $1,001 - $10,000
None or I I Names listed below
Check one box:
INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, 4t`
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity 9L
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000 116 -j-j 16
❑ $100,001 - $1,0o0,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership
❑ Leasehold ❑ Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real property
are attached
Comments' FPPC Form 700 (2016/2037) Sch. A -2
FPPC Advice Email: advice @fppc.ca.gov
FPPCToll -Free Helpline:866 /27S -3772 www.fppc.ca.gov
SCHEDULE B
Interests in Real Property
(Including Rental Income)
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
1262 Wagon Way
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,0oo /16 _j_j 16
❑X $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑
X Ownership/Deed of Trust ❑ Easement
❑ Leasehold ❑
Yrs. remaining Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100;000 ❑ OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greater
interest, list the name of each tenant that is a single source of
income of $10,000 or more.
❑ None
Consuelo Saldana
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
8155 Westwood Dr. #10
CITY
Gilroy
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000 l 116
❑X $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000
NATURE OF INTEREST
❑X Ownership /Deed of Trust ❑ Easement
❑ Leasehold ❑
Yrs. remaining
Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
0$0-S499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $10,001 - $100,000 p OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greater
interest, list the name of each tenant that is a single source of
income of $10,000 or more.
❑ None
Martha Martinez
Tania and Ruben Ortega -Garza
* You are not required to report loans from commercial lending institutions made in the lender's regular course of
business on terms available to members of the public without regard to your official status. Personal loans and
loans received not in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER"
Land Home Mortgage
ADDRESS (Business Address Acceptable)
1355 Willow Way Concord, CA 94520
BUSINESS ACTIVITY, IF ANY, OF LENDER
Mortgage Company
INTEREST RATE TERM (Months/Years)
3.25 % ❑None 20 years
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑' $10,001 - $100,000 ❑X OVER $100,000
❑ Guarantor, if applicable
Comments:
NAME OF LENDER"
Heritage Bank of Commerce
ADDRESS (Business Address Acceptable)
150 Almaden Blvd. San Jose, CA 95113
BUSINESS ACTIVITY, IF ANY, OF LENDER
Business Banking
INTEREST RATE TERM (Months/Years)
4.5 0p None 5 years
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $10,001 - $100,000 ❑ OVER $100,000
❑ Guarantor, if applicable
FPPC Form 700 (2016/2017) Sch. 8
FPPC Advice Email: advice@fppc.ca.gov
FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
Mission Valley Ford Truck Sales Inc.
ADDRESS (Business Address Acceptable)
780 E. Brokaw Rd. San Jose, CA 95112
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Ford Dealership
YOUR BUSINESS POSITION
Presdent
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑X OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑X Salary ❑ Spouse's or registered domestic partner's income
(For self - employed use Schedule A-2.)
❑ Partnership (Less than 10% ownership. For 10% or greater use
Schedule A -2.)
❑ Sale of
(Real property, car, boat, etc.)
❑ Loan repayment
Commission or ❑ Rental Income, list each source or $10,000 or more
(Describe)
NAME OF SOURCE OF INCOME
Headstart Nursery
ADDRESS (Business Address Acceptable)
4860 Monterey Rd. Gilroy, Ca 95020
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Nursery
YOUR BUSINESS POSITION
Spouse's Employment
GROSS INCOME RECEIVED ❑ No Income - Business Position Only
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑X $10,001 - $100,000 ❑ OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
❑ Salary ❑X Spouse's or registered domestic partner's income
(For self - employed use Schedule A-2.)
❑ Partnership (Less than 10% ownership. For 10% or greater use
Schedule A -2.)
❑ Sale of
(Real property, car, boat, etc.)
❑ Loan repayment
❑ Commission or ❑ Rental Income, list each source or $10,000 or more
(Describe)
❑ Other I I E] Other
(Describe) (Describe)
* You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a
retail installment or credit card transaction, made in the lender's regular course of business on terms available to
members of the public without regard to your official status. Personal loans and loans received not in a lender's
regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000
❑ $1,001 - $10,000
❑ $10,001 - $100,000
❑ OVER $100,000
Comments:
INTEREST RATE TERM (Months/Years)
OA F-1 None
SECURITY FOR LOAN
❑ None ❑ Personal residence
❑ Real Property
❑ Guarantor
Street address
City
❑ Other
(Describe)
FPPC Form 700 (2016/2017) Sch. C
FPPC Advice Email: advice @fppc.ca.gov
FPPC Toll -Free Helpline: 866 /275 -3772 www.fppc.ca.gov