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HomeMy WebLinkAboutLinda Callon - Annual 2015STATEMENT OF ECONOMIC INTERESTS COVER PAGE Please type or print in ink. NAME OF FILER (LAST) (FIRST) Callon Linda A. 1. Office, Agency, or Court Im l P Official 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) Agency: Industrial Development Authority Position: 9 2. Jurisdiction of Office (check at least one box) ❑ State ❑ Multi- County _ 0 City of Gilroy General Counsel ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (check at feast one box) 7 Annual: The period covered is January 1, 2015, through ❑ Leaving Office: Date Left I December 31, 2015. (Check one) -or- The period covered is I through December 31, 2015. [I Assuming Office: Date assumed —_J ❑ Candidate: Election year p The period covered is January 1, 2015, through the date of -or- leaving office. Q The period covered is I through the date of leaving office. and office sought, if different than Part 1: 4. Schedule Summary (must complete) o. Total number of pages including this cover page: Schedules attached W] Schedule A -1 - Investments - schedule attached ❑ Schedule A -2 - Investments - schedule attached ❑ Schedule B - Real Property - schedule attached .or- [I None - No reportable interests on any schedule 7 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) 10 Almaden Boulevard, 11th Floor San Jose CA 95113 DAYTIME TELEPHONE NUMBER E -MAIL AUURESS ( 408 ) 286 -5800 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 � Signature A Qko_ct�_ (month, day, year) (File the originally signed statement with your filing official.) FPPC Form 700(2015/2016) FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov SCHEDULE A -'I Investments . Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Linda A. Callon Do not attach brokerage or financial statements. - ► NAME OF BUSINESS ENTITY PepsiCo GENERAL DESCRIPTION OF THIS BUSINESS Beverage and snack food FAIR MARKET VALUE ❑ $2,000 - $10,000 $10,001 - $100,ODO ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Stock ❑ Other ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _J — /15. /- -_/15_ ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY - Toyota . Motors GENERAL DESCRIPTION OF THIS.BUSINESS Automobile 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 Q Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: . 15 —J/ 15 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 Stock ❑ Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, LIST DATE: —/15 —J 15 ACQUIRED DISPOSED Comments: ► 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 Stock ❑ Other jDeskriDej ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE. LIST DATE: � / 15 / 15 ACQUIRED DISPOSED ..Microsoft.C.orp. GENERAL DESCRIPTION OF THIS BUSINESS Computer Software 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 ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: �1, 15 - - / / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY AMGEN GENERAL DESCRIPTION OF THIS BUSINESS Pharmaceutical 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 Q Income Received of $0 - $499 Q Income Received of $500. or More (Report on Schedule C) IF APPLICABLE, LIST DATE: I /15 _�_ /15 ACQUIRED DISPOSED FPPC Form 700 (2015/2016) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 wrww.fppc.ca.gov SCHEDULE A -1 oil Investments Stocks, Bonds, and Other Interests FName -- (Ownership Interest is Less Than 10 %) A. C allon Do not attach brokerage or financial statements. P. NAME OF BUSINESS ENTITY AT &T GENERAL DESCRIPTION OF THIS .BUSINESS Telecom Services 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: I _ / 15 ACQUIRED DISPOSED ENTITY -Cisco Systems GENERAL DESCRIPTION OF THIS BUSINESS Network Equipment 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 Q Income Received of $0 - $499 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _I _ 1 15 1_ /� 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Hewlett- Packard GENERAL DESCRIPTION OF THIS BUSINESS Computer 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: — 1 15 1 —J 15 ACQUIRED DISPOSED Comments: ► NAME OF BUSINESS ENTITY Intel Corp.._ GENERAL DESCRIPTION OF THIS BUSINESS Semiconductors 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _/� / 15 _J / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Coming Inc. GENERAL DESCRIPTION OF THIS BUSINESS Glass products FAIR MARKET VALUE ❑ $2,000 - $10,000 $10,001 - ,$100,000 ❑ $100,001 - $1.000,0oo ❑ over $1,000,000 NATURE OF INVESTMENT 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: . _J_/ 15 _�� 15 ACQUIRED DISPOSED ► 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 [Z Other (Describe) ❑ Partnership Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: � / 15 —J— 1 15 ACQUIRED DISPOSED FPPC Form 700 (2015/2016) 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 Name (Ownership Interest is Less Than 10 %) Linda_ A. Callon Do not attach brokerage or financial statements. - ► NAME OF BUSINESS ENTITY General Electric GENERAL DESCRIPTION OF THIS BUSINESS Conglomerate 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 Q Income Received, of $0 - $499 Q Income Received of $500 or More (Report on Schedule Q IF APPLICABLE, LIST DATE: —J— / 15 -1-15. ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Network Appliance GENERAL DESCRIPTION OF THIS BUSINESS Storage Systems - Computer 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 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _ . / 15 �_ . 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Comcast GENERAL DESCRIPTION OF THIS BUSINESS Telecom Services 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 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /15 /�15 ACQUIRED DISPOSED Comments ► NAME OF BUSINESS ENTITY Facebook GENERAL DESCRIPTION OF THIS BUSINESS Social Media 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 Q Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Bristol -Meyer GENERAL DESCRIPTION OF THIS BUSINESS ► Phaarmaceutical FAIR MARKET VALUE ❑ $2,000 - $10,000 [z, $10,001: - $100,000 ❑ $100,001 - $1,000.00o ❑ Over $1,000,000 NATURE OF INVESTMENT Stock C] Other (Describe) ❑ Partnership o Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, UST DATE: � / 15 _� / 15 ACQUIRED DISPOSED HP Inc. GENERAL DESCRIPTION OF THIS BUSINESS Technology Hardware FAIR MARKET VALUE $2,000 - $10,000 ❑ $10,001 - $100,000 ❑ $100,001 - $1,0o0,000 ❑ 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 C) IF APPLICABLE, LIST DATE: 11)02/15 x_/15 ACQUIRED DISPOSED FPPC Form 700 (2015/2016) 5ch. A -1 FPPC Advice Email: adgice@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 OI IBM Corporation ADDRESS (Business Address Acceptable) 5600 Cottle Road, San Jose, CA 95193 BUSINESS ACTIVITY, IF ANY, OF SOURCE Computers YOUR BUSINESS POSITION Retired GROSS INCOME RECEIVED p $500 - $1,000 ❑ $1,001 - $10.000 m $10,001 - $100,000 ❑' OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary [Z] 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, fist each source of $10,000 or more ❑ Other (Describe) (Describe) 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 ❑ $500 - $1,000 ❑ $1,001 - $10,000 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ 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 properryt car, boat, eta) ❑ Loan repayment ❑ Commission or ❑ Rental Income, fist each source of $10,00 or mote Other (Dascrrbe) (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 - Street address City ❑ Guarantor ❑' Other (Desedbej FPPC Form 700 (2015/2016) Sch. C . FPPC Advice Emaill: 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 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 ❑ $500 - $1,000 Q $1,001 - $10,000 m $10,001 - $100,000 Q OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary ®spouse's or registered domestic partner's income (For self- employed use Schedule A -2J ❑ Partnership (Less than 10% ownership. For 10616 or greater use Schedule A -2.) ❑ Sale of (Real property, bai boat, etc.) Loan repayment Q Commission or Q Rental Income, fist each source of $10,000 or more (Describe) F1 Other (Describe) Name Linda A. Callon 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 Q $500 - $1,000 Q $1,001 - $10,000 $10,001 - $100,000 ® OVER $100,000 CONSIDERATION FOR WHICH INCOME. WAS RECEIVED Q 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 -2J Q Sale of (Real property, rar, boat, etc.) Q Loan repayment Q Commission or Q Rental Income, list each source of 110,000 or more (Describe) Q Other ( Descdbe) * 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 Q $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 Q OVER $100,000 INTEREST RATE TERM (Months/Years) % Q None SECURITY FOR LOAN Q None Q Personal residence Q Real Property Street address City Q Guarantor Q Other (Describe) Comments: FPPC Form 700 (2015/2016) Sch. C FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866 /275 -3772 vm w fppc.ca.gov