Loading...
700: Hallick - 2018 from 01/01 - 12/31-7 Nu I 11'CL 2018/2019 Statement of Economic Interests Form 700 A Public Document Table of Contents Quick Start Guide.....................................................p.2 Who? Where? How? When? .................................... p.3 Types of Statements ................................................. p.4 Cover Page and Schedules CoverPage ........................................................ p.5 Schedule A-1 (Investments) .............................- p.7 Schedule A-2 (Business Entities/Trusts) ............ p.9 Schedule B (Real Property)...............................p.11 Schedule C (Income).........................................p.13 Schedule D (Gifts)..............................................p.15 Schedule E (Travel Payments) ...........................p.17 Restrictions and Prohibitions....................................p.19 Q&A........................................................................p.20 Helpful Resources • Video Tutorials • Reference Pamphlet • Excel Version • FAQs • Gift and Travel Fact Sheet for State and Local Officials California Fair Political Practices Commission 1102 Q Street, Suite 3000 • Sacramento, CA 95811 Email Advice: advice@fppc.ca.gov Toll -free advice line: 1 (866) ASK-FPPC • 1 (866) 275-3772 Telephone: (916)322-5660 • Website: www.fppc.ca.gov December 2018 CALIFORNIA•- FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink. NAME OF FILER (LAST) Hallick 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Finance Department STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT (FIRST) Rosemary Burns Your Position Financial Services Analyst ► 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 ❑ Multi -County 0 City of La Quinta Date Ini%LF $eceived 4/ WR 7 2Q19 ClUtWbEPARTMENT ❑ Judge or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other 3. Type of Statement (Check at least one box) 0 Annual: The period covered is January 1, 2018, through ❑ Leaving Office: Date Left I I December 31, 2018. (Check one circle.) .or - The period covered is I I through December 31, 2018 ❑ Assuming Office: Date assumed ❑ Candidate: Date of Election O The period covered is January 1, 2018, through the date of -or- leaving office. O The period covered is l through the date of leaving office. and office sought, if different than Part 1 4. Schedule Summary (must complete) ► Total number of pages including this cover page: 2 Schedules attached ❑x Schedule A-1 - Investments — schedule attached ❑ Schedule A-2 - Investments — schedule attached ❑ Schedule B - Real Property — schedule attached -or- ❑ None - No reportable interests on any schedule ❑ Schedule C - Income, Loans, B 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) 78495 Calle Tampico La Quinta CA 92253 DAYTIME TELEPHONE NUMBER EMAILADDRESS ( 760 ) 777-7058 rhallick@laquintaca.gov 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 t:­qp­er I certify under penalty of perjury under the laws of the State of California that tcorrect. Date Signed 3/6/2019 Signature(month, day, year) psfafementw flrgorficial.) FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 5 SCHEDULE A-1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not attach brokerage or financial statements ► NAME OF BUSINESS ENTITY Lowe's Companies Inc GENERAL DESCRIPTION OF THIS BUSINESS home improvement retail FAIR MARKET VALUE ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 ❑X $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: I— / 18 11 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY CVS Health Corp GENERAL DESCRIPTION OF THIS BUSINESS retail pharmacy/healthcare 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: 11 ) 28) 18 I 118 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Starbucks GENERAL DESCRIPTION OF THIS BUSINESS retail/restaurant 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 $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE 08)16),$ 18 ACQUIRED DISPOSED Comments: CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION ► NAME OF BUSINESS ENTITY Chevron Corp GENERAL DESCRIPTION OF THIS BUSINESS energy industry 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: 03)05(18 1 118 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Royal Dutch Shell GENERAL DESCRIPTION OF THIS BUSINESS energy industry rLIMMlITirdC13 Ar9_111111U e 7 $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: I / 18 18 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: ) ) 18 ( ( 18 ACQUIRED DISPOSED FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 7