COURT OF APPEAL· SECOND DIS1
CALIFORNIA FORM 700 STATEME~~rfolv,IC INTERESTS IPaH InJt;$,~e~d FAIR POLITICAL PRACTICES COMMISSION
A PUBLIC DOCUMENT
Please type or print in ink.
NAME OF FILER (LAST~ fflt Y € Z-
1. Office, Agency, or Court Agency Name (Do not use acronyms)
Court of Appeal Division, Board, Department, District, if applicable
Second Appellate District
Your Position
Justice
.. If filing for multiple positions, list below or on an attachment. (Do not use acronyms)
Agency: __________________ _ Pos ition: ________________ _
2. Jurisdiction of Office (Check at least one box)
[Z] State
o Multi-County _______________ _
o City of ________________ _
3. Type of Statement (Check at least one box)
[Z] Annual: The period covered is January 1, 2015, through December 31 , 2015.
·or· The period covered Is ~~ ____ , through December 31,2015.
o Assuming Office: Date assumed ~~ ___ _
o Judge or Court Commissioner (Statewide Jurisdiction)
o County of _______________ _
o Other ---_____________ _
o Leaving Office: Date Left ~---1 ___ _ (Check one)
o The period covered is January 1, 2015, through the date of leaving office.
·or· o The period covered is ~~ , through
the date of leaving office.
o Candidate: Election year _____ _ and office sought, if different than Part 1: _______________ _
4. Schedule Summary (must complete) ~ Total number of pages including this cover page: II Schedules attached
...-EfSchedule A·1 • Investments - schedule attached
ve(schedule A·2 • Investments - schedule attached
$'Schedule B • Real Property - schedule attached
-or-O None· No reportable interests on any schedule
5. Verification
~edule C • Income, Loans, & Business Positions - schedule attached
o Schedule 0 • Income - Gifts - schedule attached
o Schedule E • Income - Gifts - Travel Payments - schedule attached
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FPPC TolI·Free Helpline: 866/275-3772 www.fppc.ca.gov
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SCHEDULE A .. 1 Investments
CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION
Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%)
Do not attach brokerage or financial statements.
GENERAL AS;PTION OF THIS BUSINESS
FAIR MARKET VAL;! f J.f'-n,,?/??QAr. + D $2.000 - $10,000
D $100.001 - $1 .000,000
NATURE OF INVESTMENT
QJJ-o,001 - 5100,000
~Over $1,000,000
~ dt-1-eJ,~ • U Stock D Other ~ (Describe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
----1----1~ ACQUIRED
----1----1~ DISPOSED
~ NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
D $2,000 - $10,000
D $100 ,001 - $1 ,000,000
NATURE OF INVESTMENT
D $10,001 - $100,000
DOver $1 ,000,000
D Stock D Other ----~:__-::------(Describe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
----1----1~ ACQUIRED
----1----1~ DISPOSED
~ NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
D $2,000 - $10,000
D $100,001 - $1 ,000,000
NATURE OF INVESTMENT
D $10,001 - $100,000
DOver $1 ,000,000
D Stock D Other -------------(Descnbe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE'
----1----1~ ACQUIRED
----1----1~ DISPOSED
~ NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
D $2.000 - $10,000
D $100,001 - $1,000,000
NATURE OF INVESTMENT
D $10,001 - $100,000
DOver $1 ,000,000
D Stock D Other ------------(Descnbe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
----1----1~ ACQUIRED
----1----1~ DISPOSED
~ NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
D $2,000 - $10,000
D $100,001 - $1,000,000
NATURE OF INVESTMENT
D $10 ,001 - $100,000
DOver $1 ,000,000
D Stock D Other ------------(Describe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
----1----1~ ACQUIRED
----1----1~ DISPOSED
~ NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
D $2,000 - $10,000
D $100,001 - $1 ,000,000
D $10,001 - $100,000
DOver $1 ,000,000
NATURE OF INVESTMENT
D Stock D Other ------------(Describe)
D Partnership 0 Income Received of $0 - $499 o Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
----1----1~ ACQUIRED
----1----1~ DISPOSED
Comments: ____________________ _________________________________________________ __
FPPC Form 700 (2015/2016) 5ch, A-1 FPPC Advice Email: [email protected]
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov
2015 Publicly Traded Stocks Owned
$2000--$9999
Actavis pIc (Jan-May) Affiliated Mgrs Group (Jan-Aug) Allergan Inc (Jan-Feb; May--Nov) Allstate Corp Altria Grp Inc AmDocs Ltd American Electric Power Co Inc American Intl Group (Jan-Sept) American Tower Corp (Jan-May) Amphenol Corp Ansys Inc Aon PIc (Jan-Dec) Applied Materials Inc (May- Dec) Assurant Inc (Jan-Feb) Autozone Inc (Jan- Oct)
Ball Corp Blackstone Grp (Sept- Dec) Booz Allen Hamilton Holdings (Jan- May) Brocade Comm Sys Inc (Jan- Nov)
Capital One Financial Grp Century link Inc CF Industries Holdings Inc (May- Dec) Chubb Corp (Jan- May) Coca Cola Co Columbia Ppty Tr Inc Comcast Corp Costco Wholesale Corp CVS Health Corp
Danaher Corp Delta Airlines Discover Financial services (May- Dec) Dollar General Corp Dow Chemical Co (Jan-Feb) Dr Pepper Snapple Grp Inc DTE Energy Co (Jan-Mar)
Chavez
Ebay Inc Edison IntI (Sept- Dec) Electronic Arts Inc (Jan-Nov) EMC Corp-Mass (Jan-Dec) Enterprise Prop Prtnrs LP (Jan-Sept) EOG Resources Inc Estee Lauder Co Inc
F acebook Inc Fidelity Natl Information (Jan-April) Fiserv Inc Ford Motor Co (Jan-Oct)
Gamestop Corp Goldman Sachs Grp Inc (Jan-Nov)
Hess Corp (Jan-Dec) Hewlet Packard Co Home Depot Inc Honeywell Intl HP Inc (Nov- Dec)
Intel Corp (Mar-June) Intercontinental Exchange (Jan- April) Intuitive Surgical Inc ITT Corp
JetBlue Airways (Sept- Dec) Johnson & Johnson JP Morgan Chase & Co (Jan-Feb)
Kimberly Clark Corp (May- Dec) Kohls Grp (Apr- Oct) Kroeger Co
L-3 Communications Holdings Lincoln Natl Corp- Ind (Jan-Feb) Linear Tech Corp (Mar- Apr) Lockheed Martin Corp (Jan-May) Lorillard Inc (Jan-Feb) Lyondellbasell Industries
Chavez
Magna IntI (Oct- Dec) Marathon Pete Corp (Mar-May) McDonalds Corp (Sept- Dec) McKesson Corp Mead Johnson Nutrition (Jan-Oct) Merck & Co Inc Monsanto Co (Jan- May) Monster Beverage Co Murphy Oil Corp
Nike Inc-CI B Northrup Grumman Corp (May- Dec)
Occidental Pete Corp (Jan- May) Office Depot Inc (Jan- June) Oracle Corp
Partnerre Ltd (Jan- June) Paypal Holdings (June-Oct) Pepsico Inc
Polaris Industries Inc (Jan- May) PPL Corp (Oct-Dec) Proctor & Gamble
Quintiles Transnational (Jan- Dec)
Raytheon Co (Jan- Nov) Ross Stores Inc (Apr--
Schlumberger Ltd Sealed Air (June- Dec) Sempra Energy (Jan-Feb) ServiceN ow Inc Sherwin Williams Co SLM Corp (Jan- May) Staples Inc (June- Nov)
Time Warner Inc Transocean Partners LLC (Jan- Sept)
Chavez
Union Pacific Corp United Continental HoldingslMS (Aug- Dec) United Technologies Corp US Bancorp Del
Vale SA (Jan-June) Valero Energy Corp VF Corp (Jan- April) Visa Inc Voya Financial (Oct- Dec)
Walt Disney Co
Xerox Corp (Jan- Mar; May--Dec)
Chavez
$10,000+ Chavez Aetna Inc Alphabet Inc (Oct- Dec) American Express Co Anthem Inc (Feb-Dec) Apple, Inc AT&T Inc
Bank of America Corp Baxter Intl Inc (Jan- Jul) Berkshire Hathaway CL-B Biogen Idec Inc Bristol Myers Squibb Co (Jan-Mar; Sept--Dec)
CBS Corp Chevron Corp Cognizant Tech Solutions CL A COPA Holdings SAIMS (Feb- Aug) CU Bancorp Gilead Sciences Inc Google, Inc (Jan- Oct) KKR&CoLP Kraft Foods Grp Inc (Jan-Mar)
Medtronic PIc (Mar-Dec) Microsoft Mobileye NY
NRG Yield Inc
Palo Alto Networks Inc Pfizer Inc Phillip Morris Intl Inc
Starbucks
Total S A Spon ADR Twenty-first Century Fox CL A Unitedhealth Gp Inc Verizon Communications Vodaphone Grp PLC
Wells Fargo & Co
SCHEDULE A-2 Investments, Income, and Assets
of Business Entities/Trusts (Ownership Interest is 10% or Greater)
CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE 0$0. $1 ,999 o $2,000 • $10,000 0$10,001 • $100,000 0$100,001 • $1 ,000,000 DOver $1 ,000,000
NATURE OF INVESTMENT
IF APPLICABLE, LIST DATE:
----1----1.J§... DISPOSED
o Partnership 0 Sole Proprietorship 0 -----""";;;----Olher
Names listed below
/1. £Yi!<.,ssoQ
~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED !rr THE BUSINESS ENTITY OR TRUST
Check one box:
Name of Business Enti , if Investment, QL Assessor's PzAumb or Street Address of Real Property
FAIR MARKET VALUE 0$2,000. $10,000 0$10,001 • $100,000 o $100 ,001 • $1 ,000,000 ~ Over $1 ,000,000
NATURE OF INTEREST ~roperty OwnershiplDeed of Trust
IF APPLICABLE, LIST DATE:
----1----1~ ----1----1.J§... ACQUIRED DISPOSED
o Stock o Partnership
o Leasehold Yrs remaining
o Other ----------
o Check box if additional schedules reporting investments or real property are attached
~ 1. BUSINESS ENTITY OR TRUST
OF THIS BUSINESS
FAIR MARKET 0$0. $1 ,999 o $2,000 • $10 ,000 0$10,001 • $100,000 o $100,001 • $1 DOver $1 ,000,000
NATURE OF INVESTMENT o Partnership 0 Sole Prnnri •• ln ... .nin
----1----1.J§... DISPOSED
Olher
~ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED !rr THE BUSINESS ENTITY OR TRUST
Check one box:
o INVESTMENT ~EALPROPERTY
Name of BusZs~Zt; Investee::QL'" () 3/ Assessor's parce'lm~ or St t Address of Real Property
Description of Business Activity QL City or Other Precise Location of Real Property
FAIR MARKET VALUE 0$2,000. $10,000 o $10,001 • $100,000 0$100,001 . $1,000,000
ver $1 ,000,000
IF APPLICABLE, LIST DATE:
----1----1~ ----1----1.J§... ACQUIRED DISPOSED
roperty Ownership/Deed of Trust o Stock 0 Partnershlp
o Leasehold Yrs. remain ing
o Other ----------
o Check box if additional schedules reporting investments or real property are attached
Comments: ________________________ _ FPPC Form 700 (2015/2016) 5ch. A-2 FPPC Advice Email: [email protected]
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)
CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION
FAIR MARKET VALUE 0$0 - $1 ,999 o $2,000 - $10,000 0$10,001 - $100,000 o S100,001 - $1 ,000,000 DOver $1 ,000,000
NATURE OF INVESTMENT
LIST DATE:
o Partnership 0 Sole Proprietorship 0 ----"";';;;;::::--.,.,.,,-.:T-'--
YOUR BUSINESS POSITION __________ ---:::;,£-___ _
~ 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST)
0$0 - $499
o $500 - $1,000 o $1 ,001 - $10,000
o $10,001 -,)"0'0,000
0 07 00,000
./
~ 3. LIST THE NAME OF EAC:-t REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a . eparale sheel,' necessary.'
o None or ~ames listed below
z z L
~ 4, INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST
Assessor's;:'rce Num~or Street Ad ress of Real Property
. DeSCription of Business Activity Q(
City or Other Precise Location of Real Property
FAIR MARKET VALUE o $2,000 - $10,000 0$10,001 - $100,000 ~.oO,OOl - $1 ,000,000
vt=J Over $1,000,000
~RE OF INTEREST ~ Property Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
o Stock o Partnership
o Leasehold Yrs. remaining
o Other ----------
o Check box if additional schedules reporting investments or real property are attached
~ 1. BUSINESS ENTITY OR TRUST
Check one o Trust, go to 2
GENERAL DESCRIPTION OF THIS
o INVESTMENT
Name of Business Entity, if Assessor's Parcel Number or
FAIR MARKET VALUE o $2,000 - $10,000 0$10,001 - $1 o $100,001 - $1 DOver $1,
the box, then go to 2
IF APPLICABLE, LIST DATE:
--.l--.l~ ACQUIRED
--.l--.l.J..§... DISPOSED
D-----,O~th~w~--~-
"r-lo-LIIJf\tILC, LIST DATE:
o Stock
--.l--.l~ DISPOSED
o Other - --- --,..;.---
Comments: _________________________________________________ _ FPPC Form 700 (2015/2016) Sch. A-2 FPPC Advice Email: [email protected]
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov
CALIFORNIA FORM 700 SCHEDULE 8
Interests in Real Property (Including Rental Income)
FAIR POLITICAL PRACTICES COMMISSION
N~"e /I. 11. th« lev
~ ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
J.2..3 Inez, ~+ru1:
FAIR MARKET VALUE o S2,000 - S10 ,000
~,001 - S1DO,000
0$100,001 - $1 ,000,000
DOver S1,000,Ooo
~ OF INTEREST
~ Ownership/Deed of Trust
IF APPLICABLE, LIST DATE:
ACQUIRED DISPOSED
o Easement
o Leasehold ------ 0-------Yrs remain ng Olher
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
o SO - S499 0 $500 - $1,000 0 S1 ,001 - S10 ,000
0$10,001 - $100,000 DOVER $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.
~
FAIR MARKET VALUE o S2,000 - $10,000
o S10,001 - S100,000
~100,001 - S1,000,000
DOver $1,000,000
NATURE OF INTEREST
o OwnershiplDeed of Trust
vEr- Leasehold J.~ Yrs rema;;;;;;g
91'17/ IF APPLICABLE, LIST DATE:
~~~~~~ ACQUIRED DISPOSED
o Easement
0------Other
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
o SO - S499 0 S500 - S1 ,000 0 S1 ,001 - S10,000
0$10,001 - $100,000 DOVER $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.
o 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" ~
~~~L,L; ADDRESS (Business Address Ar;r;eptable)
NAME OF LENDER"
ADDRESS (Business Address Ar;ceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE TERM (Months/Years) INTEREST RATE TERM (Months/Years)
____ % o None ____ % o None
HIGHEST BALANCE DURING REPORTING PERIOD HIGHEST BALANCE DURING REPORTING PERIOD
o S500 - S1 ,OOO 0 $1 ,001 - $10 ,000 o $500 - $1 ,000 0 $1 ,001 - $10,000
0$10,001 - S100,000 DOVER $100,000 o $10,001 - $100,000 0 OVER $100,000
o Guarantor, if applicable o Guarantor, if applicable
Comments: __________________________________________ ___
FPPC Form 700 (2015/2016) 5ch. B FPPC Advice Email: [email protected]
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov
SCHEDULE C Income, Loans, & Business
Positions
CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INC
~. I t.i.,.. " V~I.s '-"" / ADDRESS (Business Address cceptable) ......LL II .1 _ ~3l> £. t £,-1-~ Ib"'~
IJ
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.)
o Partnership (Less than 10% ownership For 10% or greater use Schedule A-2 )
o Sale of (Real property, car. boat, etc)
o Loan repayment
o Commission or 0 Rental Income, list each source o( $10,000 or more
(Descnbe)
o Other -------------------(Descnbe)
~ 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF iNCOME
GROSS INCOME RECEiVE~
0$500 - $1 ,000 ~1 'OJ1 - $ 10,000
0$10,001 - $100,000 0 O~R 5100,000
CONSIDERATION FOR WHICH jNCO~ WAS RECEIVED
o Salary 0 Spouse's or"fegistered domestic partner's income (For self-e ployed use Schedule A-2.)
o Partnership (Less tha 10% ownership. FO~% or greater use Schedule A-2 .) '''''\:
o Sale of --+(----,:-------~\c__----7 (Real property, car, boat, etc.) '\
o R".,,"~., '" .,,' ~ d'~ \
(Describe)
o Other -------------------(Descnbe)
* You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a r . 'nstallment or credit card transaction, made in the lender's regular course of business on terms vailable to membe the public without regard to your official status, Personal loans and loans received In a lender's regular cours business must be disclosed as follows:
NAME OF LENDER"
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o 5500 - $1,000
o $1,001 - $10,000
o $10,001 - 5100,000
DOVER $100,000
INTEREST RATE TERM (MonthsiYears)
o Personal residence
Street address
City
o Guarantor ----....::..-.;;:-------------
o Other ------------.::.....,,...---- ---
FPPC Form 700 (2015/2016) 5ch, C FPPC Advice Email: [email protected]
FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov