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HomeMy WebLinkAboutLinda Callon - Annual 2014Filing • - • - 700 STATEMENT OF ECONOMIC INTERESTS T� FAIR POLITICAL • • IY PUBLIC "K�l"U(U1S COVER PAGE cri Please type or print in ink. 17MKS 0'7101= NAME OF FILER (LAST) (FIRST) (MIDDLE)' ti Callon Linda A. 3 6 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Gilroy Gilroy Community Development Agency, General Counsel Division, Board, Department, District, if applicable Your Position City Attorney, City of Gilroy ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Industrial Development Authority Agency: Position: General Counsel 2. Jurisdiction of Office (Check at least one box) ❑ State ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ Multi- County ❑ County of m City of Gilroy ❑ Other 3. Type of Statement (Check at least one box) © Annual: The period covered is January 1, 2014, through ❑ Leaving Office: Date Left I I December 31, 2014. (Check one) -or- The period covered is J J __ , through O The period covered is January 1, 2014, through the date of December 31, 2014. leaving office. ❑ Assuming Office: Date assumed O The period covered is _I through the date of leaving office. ❑ Candidate: Election year and office sought, if different than Part 1: 4. Schedule Summary Check applicable schedules or "None." ► Total number of pages including this cover page: F71 Schedule A -1 - Investments — schedule attached 0 Schedule C - Income, Loans, & Business Positions — schedule attached ❑ Schedule A -2 - Investments — schedule attached ❑ Schedule D - Income — Gifts — schedule attached ❑ Schedule B - Real Property — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached -or- E] None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 10 Almaden Boulevard, 11th Floor San Jose CA 95113 DAYTIME TELEPHONE NUMBER E -MAIL ADDRESS ( 408 ) 286 -5800 1 lac @berliner.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 foregoing is true and correct. Date Signed 03/05/2015 Signature�� (month, day, year) (File the originally signed statement with your filing official.) FPPC Form 700(2014/2015) FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov LL NZi' SCHEDULE A -1 . Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 1006) �i A. Callen Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY PepsiCo GENERAL DESCRIPTION OF THIS BUSINESS Beverage and sna- 4hfood FAIR MARKET VALUE $2,060 - $10,000 m $10,001 - $100,000 ❑ $100,001 - $1,000,00o ❑ Over $1,000,000 NATURE OF INVESTMENT Z Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J —/ 14 / 14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Toyota Motors GENERAL DESCRIPTION OF THIS BUSINESS Autom`Dbile FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $100,001 - $1,000,000 ® $10,001 - $100,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J 14 _J / 14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Sony GENERAL DESCRIPTION OF THIS BUSINESS Consumer Electronics & Entertainment FAIR MARKET VALUE ❑ $2,000 - $10,000 $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Z Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 14 —J� 14 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY Motorola GENERAL DESCRIPTION OF THIS BUSINESS Semiconductor FAIR MARKET VALUE ® $2,000 - $10,D00 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ® Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —J_ /14 /. /14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Yum Brands, Inc. GENERAL DESCRIPTION OF THIS BUSINESS Restaurants FAIR MARKET VALUE ❑ $2,000 - $10,000 ® $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /14 !14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Microsoft Corp. GENERAL DESCRIPTION OF THIS BUSINESS Computer Software FAIR MARKET VALUE ❑ $2,000 - $10,000 m $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Z Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / 14 _/� 14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 8661275 -3772 www.fppc.ca.gov SCHEDULE A -1 , :ie Investments Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10 %) �� A Ce4l ept Do not attach brokerage or financial statements. AMGEN GENERAL DESCRIPTION OF THIS BUSINESS Pharmaceutical FAIR MARKET VALUE ❑ $2,000 - $10,000 ® $10,001 - $900,000 ❑ $100,001 - $1,000;000 O Over $1;000,000 NATURE OF INVESTMENT m Stock O Other (Describe) Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, UST DATE: /.14 / /14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY AT &T GENERAL DESCRIPTION OF THIS BUSINESS Telecom Services FAIR MARKET VALUE $2,060 - $10,000 2 $10,001 : $100;000. O $100,001 - $1,000,000 O Over $1,000,000 NATURE OF INVESTMENT 0 Stock ❑ Other (Describe) O Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /� . ,/ 14. / 1. 14. ACQUIRED . DISPOSED Cisco Systems GENERAL DESCRIPTION OF THIS BUSINESS , Network Equipment FAIR MARKET VALUE p $2,000- $10,000 $10,001 - $100,000 O $100,001 - $1,000,000 O over $1,000,000 NATURE OF INVESTMENT ® Stock O Other (Describe) O Partnership O Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 14 _J_� 14 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY Hewlett- Packard GENERAL DESCRIPTION OF THIS BUSINESS Computer FAIR MARKET VALUE O $2,000 - $10,000 $10,001 - $100,000 O $100,001 - $1,000,000 ❑ Over $1.000,000 NATURE OF INVESTMENT ® Stock O Other (Describe) Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /� 114 _J...114 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Intel Corp. GENERAL DESCRIPTION OF THIS BUSINESS Semiconductors FAIR MARKET VALUE O $2,000 - $10,000 $10,001 - $100,000 O $100,001 - $1,000,000 O over $1,000,000 NATURE OF INVESTMENT m Stock O Other (Describe) .. O Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: .l_i 14 . / . .1.14.. ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Coming Inc. GENERAL DESCRIPTION OF THIS BUSINESS Glass Products FAIR MARKET VALUE 37000 - $10,000 ❑ $10,001 - $100,000 O $100,001 - $1,000,000 O Over $1,000,000 NATURE OF INVESTMENT ® Stock O Other (Describe) O Partnership O Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: � / 14 /. 14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A-1 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 Kinder Morgan Finance GENERAL DESCRIPTION OF THIS BUSINESS Financial FAIR MARKET VALUE $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1;000,000 NATURE OF INVESTMENT Notes ❑ 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: -14. �� 14 ACQUIRED DISPOSED General Electric GENERAL DESCRIPTION OF THIS BUSINESS Conglomerate FAIR MARKET VALUE $2,000 - $10,000 0 $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1.000,000 NATURE OF INVESTMENT Stock ❑ oar (Describe) ❑ Partnership O Income Received of $0- $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / ./ 14 I . ./.14 ACQUIRED DISPOSED ENTITY Network Appliance GENERAL DESCRIPTION OF THIS BUSINESS Storage Systems - Computer FAIR MARKET VALUE m $2,000- $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $i,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 Q IF APPLICABLE, LIST DATE: —J� 14 _� 1 14 ACQUIRED DISPOSED Comments: CALIFORNIA FORM,.,.., :FAIR, POLITICAL, PRACTICES COMMISSION Bear Steams GENERAL DESCRIPTION OF THIS BUSINESS Financial Services FAIR MARKET VALUE 0 $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ over s1,000,000 NATURE OF INVESTMENT Note ❑ Stock .Other (Describe) ❑ Partnership Q Income Received of $0 - $499 O Income Received of $500 or More (Report on sa -fule C) IF APPLICABLE, UST DATE: —f 14 OZ L 14 . ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Comcast GENERAL DESCRIPTION OF THIS BUSINESS Telecom Services FAIR MARKET VALUE W] $2,000 - $10,000 p $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 Q IF APPLICABLE, LIST DATE: I1� 14 _/. 4.14 ACQUIRED DISPOSED NAME OF BUSINESS ENTITY ADP GENERAL DESCRIPTION OF THIS BUSINESS Data Processing FAIR MARKET VALUE m $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,00! - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stook ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, UST DATE: 14 06/30)14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: $66 /275 -3772 www.fppcca.gov SCHEDULE A -1 i.. Investments Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10 %) t' IY A Do not attach brokerage or financial statements. - - NAME OF BUSINESS ENTITY Barfick Gold GENERAL DESCRIPTION OF THIS BUSINESS Gold Mining FAIR MARKET VALUE $2,000 $10,000 ❑ $100,001 - $1,000,000 El $10,001 - $100,000 ❑ Over $1,000,000 NATURE OF INVESTMENT m Stock ❑ Other (Describe) ❑ Partnership O Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /..14 / /. 14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Pepco Holdings_ GENERAL DESCRIPTION OF THIS BUSINESS Pet Food Retail FAIR MARKET VALUE $2.000 - $10.000 p $10.001 - $100.000 ❑ $100.001 - $1.000.0oo ❑ Over $1,000,000 NATURE OF INVESTMENT Stook ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule Q IF APPLICABLE; LIST DA s —J- 14 410. 14 , ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Facebook GENERAL DESCRIPTION OF THIS BUSINESS Social Media FAIR.'MARKET VALUE ® $2,000 - $10,000 p $10,001 - $100,000 ❑ $100,001 - $1,060,600 ❑ 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: —J_/ 14 . l .. l 14 ACQUIRED DISPOSED Comments: NAME OF BUSINESS ENTITY -Bristol-Meyer GENERAL DESCRIPTION OF THIS BUSINESS Pharmaceutical FAIR, MARKET VALUE ❑ $2,000 $10,000 ❑ $100,001 - $1,000,000 ® $10,001 - $100;000 ❑ Over $1,000,000 NATURE OF INVESTMENT Stock p 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 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $z000 - $10,000 ❑ $10,001 - $100,000 El $100,001 - $1,000,000 ❑ over $1,000,000 NATURE OF INVESTMENT ❑ Stock Q Other (Describe) ❑ Partnership O Income Received of $0-$499 O Income Received of $500 or More (Report on Schedule Q IF APPLICABLE; LIST DATE: /.14 ./ . / 14 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE El $2000 - $10,000 p $10,001 - $100,o0o $100,001 - $1,000,000 ❑ over $1,000.000 NATURE OF INVESTMENT ❑ Stock ❑ Other . (Describe) Partnership O'Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, LIST DATE: / 14 1 /� 14 ACQUIRED DISPOSED FPPC Form 700 (2014/2015) Sch. A -1 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 IBM Corporation ADDRESS (Business Address Acceptable) 5600 Cottle Road, San Jose, CA 95193_ BUSINESS ACTIVITY, IF ANY, OF SOURCE Computer YOUR BUSINESS POSITION Retired GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $1,001 - $10.000 m $10,001 — $100,000 Q OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary [Z] Spou'se's or registered domestic partner's income (For sell- brriployed use Schedule A -2.) . ❑ Partnership (Less 'than 10% ownership. For 109/6 or greater use Schedule A -2.) E] Sale of (Real property, car, boat, efc.) Q Loan repayment E] Commission or O Rental Income, fist each source or Sto,000 or more (Descdbe) Other (Describe) _ .. Name Linda A. Callon NAME OF SOURCE OF INCOME University of California ADDRESS (Business Address Acceptable) 1156 High Street, Santa Cruz, CA 95060 BUSINESS ACTIVITY, IF ANY.. OF SOURCE Education YOUR BUSINESS POSITION Retired GROSS INCOME RECEIVED p $500 - $1,000 ❑ $1,001 - $10,QOo $10,001 - $100,000 E] OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED O Salary m Spouse's or registered domestic partner's income (For sell- emptoyed use Schedule A-2.) [] Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of (Real property, ear, boar: eta) Loan repayment Commission or ❑ Rental Income, fist each source of $10,000 or more (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 Ej $10,001 - $100,000 COVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % [:] None SECURITY FOR LOAN None ❑.Personal residence Real Property - Street address City O Guarantor Other (Describe) FPPC Form 700 (2014/2015) Sch. C FPPC Advice Email: advice @fppcca.gov FPPC Toll -Free Helpfine: 866 /275 -3772 www.fppc.ca.gov SCHEDULE C • - • - 1 , Income, Loans, & Business ' Positions Name (Other than Gifts and Travel Payments) Linda A. Callon NAME OF SOURCE OF INCOME San Jose State University ADDRESS (Business Address Acceptable) 1 Washington Square, San Jose, CA 95192 BUSINESS ACTIVITY, IF ANY, OF SOURCE Education YOUR'BUSINESS POSITION Retired GROSS INCOME RECEIVED p $500 - $1,006 p $1.001 - $10,006 0$10,001 - $100,000 Q OVER $100,060 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary ®'Spou'se's or registered domestic partners income (For self- employed use Schedule A -2.) Q Partnership (Less than 10% ownership. For 10% or greater use Schedule A -2.) Sale of (Real property, car, . boat, etc.) Loan repayment Q Commission or Fj Rental Income, fist each source of S10,000 or more (Describe)' E Other (Describe) NAME OF SOURCE OF INCOME Berliner Cohen ADDRESS (Business Address Acceptable) 10 Almaden Blvd., 11th Floor, San Jose, CA 95113 BUSINESS ACTIVITY, IF ANY, OF SOURCE Law Firm YOUR BUSINESS POSITION Partner GROSS INCOME RECEIVED $500 - $1,000 $1,001 = $10,000 ❑ $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED E] 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,. elc.) Loan repayment 0 Commission or 0 Rental Income, fist each source of $10,000 or mom (Describe) ® Other Partnership interest P—be) * 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 El $1,001 - $10,000 El $10,001 - $100,000 OVER $100,000 Comments: INTEREST RATE TERM (Months/Years) % ❑ None SECURITY FOR LOAN C] None E] Personal residence ❑ Real Property Street address City ❑ Guarantor Other (Describe) FPPC Form 700 (2014/2015) Sch. C FPPC Advice. Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866 /275 -3772 www.fppc.ca.gov