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Jeff Speno - Annual 2017101500115 -NFH -0115 Date Initial Filing Received CALIFORNIA • - 700 STATEMENT OF ECONOMIC INTERESTS Official Use Only POLITICAL FAIR • • E -Filed A PUBLIC D. COVER PAGE °1 6 7:26:18 Filing ID: Please type or print in ink. 168608271 NAME OF FILER (LAST) (FIRST) (MIDDLE) Speno, Jeff 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Gilroy Division, Board, Department, District, if applicable Your Position General Plan Committee 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 0 City of Gilroy ❑ Other 3. Type of Statement (Check at /east one box) 0 Annual: The period covered is January 1, 2017, through ❑ Leaving Office: Date Left I I -or- December 31, 2017 (Check one) The period covered is 1 through O The period covered is January 1, 2017, through the date of December 31, 2017 leaving office. ❑ Assuming Office: Date assumed I I O The period covered is I through the date of leaving office. ❑ Candidate:Date of Election and office sought, if different than Part 1: 4. Schedule Summary (must complete) P. Total number of pages including this cover page: 5 Schedules attached ❑ x Schedule A -1 - Investments — schedule attached ❑Q Schedule C - Income, Loans, & Business Positions — schedule attached ❑ x Schedule A -2 - Investments — schedule attached ❑ Schedule D - Income — Gifts — schedule attached ❑ x Schedule B - Real Property — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached -or- El None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) P.O. Box 611150 San Jose CA 95161 DAYTIME TELEPHONE NUMBER E -MAIL ADDRESS ( 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 foregoing is true and correct. Date Signed 02/07/2018 (month, day, year) Signature Jeff Speno (File the originally signed statement with your filing official.) FPPC Form 700 (2017/2018) FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov 101500115 -NFH -0115 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 ❑R $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑R Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Fidelity Investment GENERAL DESCRIPTION OF THIS BUSINESS Investment Company FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑R $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑X Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 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 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Comments: Name ► NAME OF BUSINESS ENTITY American Funds Sneno, Jeff GENERAL DESCRIPTION OF THIS BUSINESS Investment company FAIR MARKET VALUE 0 $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT 0 Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: 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 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 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 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on schedule C) IF APPLICABLE. LIST DATE: ACQUIRED DISPOSED FPPC Form 700 (2017/2018) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866 /275 -3772 www.fppc.ca.gov 101500115 -NFH -0115 SCHEDULE A -2 Investments, Income, and Assets of Business Entities /Trusts Name (Ownership Interest is 10% or Greater) Speno, Jeff Do- 1. BUSINESS ENTITY OR TRUST Idission 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: ❑ $0 - $1,999 ❑ $2,000 - $10,000 -/ -/- ��- ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ X Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑X Corporation Other YOUR BUSINESS POSITION President SHARE OF •• SS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑X OVER $100,000 ❑ $1,001 - $10,000 Do- 3. LIST THE NAME OF • RTABLE SINGLE SOURCE OF INCOME OF 0i0 OR MORE ❑R None or ❑ Names listed below Do- 4. INVESTMENTS • INTERESTS IN REAL PROPERTY • OR LEASED J3.Y THE BUSINESS ENTITY OR Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity a 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 OFINTEREST ❑ Property Ownership /Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other Yrs. remaining ❑ Check box if additional schedules reporting investments or real property are attached Comments: 0 1. BUSINESS ENTITY OR TRUST Name Address (Business Address Acceptable) Check one ❑ Trust, go to 2 ❑ 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 ��- ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION No- 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF -• SS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 1� 3. LIST THE NAME OF •• RTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ❑ None or ❑ Names listed below PROPERTY No. 4. INVESTMENTS AND INTERESTS IN REAL • LEASED BY THE BUSINESS ENTITY OR Check one box: ❑ INVESTMENT ❑ REAL PROPERTY Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Description of Business Activity pl 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 FPPC Form 700 (2017/2018) Sch. A -2 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline:866 1275 -3772 www.fppc.ca.gov 101500115 -NFH -0115 ► SCHEDULE B Interests in Real Property (Including Rental Income) 4SSESSOR'S PARCEL NUMBER OR STREET ADDRESS 1262 Wagon Way CITY Gilroy FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑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. ❑X None Name Speno, Jeff ► 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 -( -)- ❑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 ❑X $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. X❑ None * 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 INTEREST RATE 3.25 % ❑ None TERM (Months /Years) 20 Months HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ® 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 INTEREST RATE 4. 5 % ❑ None TERM (Months/Years) 5 Years HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ® $10,001 - $100,000 ❑ OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700 (2017/2018) Sch. B FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866 /275 -3772 www.fppc.ca.gov 101500115 -NFH -0115 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 President 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 Q 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 of $10,000 or more ❑ Other (Describe) (Describe) Name NAME OF SOURCE OF INCOME Headstart Nursery o, Jeff ADDRESS (Business Address Acceptable) 4860 Monterey Rd. Gilroy, CA 95020 BUSINESS ACTIVITY. IF ANY. OF SOURCE Nursery YOUR BUSINESS POSITION Spouse Employer GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 MX OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Q 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 of $10,000 or more ❑ 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) % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property ❑ Guarantor ❑ Other Street address City (Describe) FPPC Form 700 (2017/2018) Sch. C FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov