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700 Radi 2018 from 01/01 to 12/31STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received • ' • ' 700 Official Use Only POLITICALFAIR COVER PAGE Filed Date: 03/04/2019 02:55 PM Please type or print in ink. A PUBLIC DOCUMENT SAN: FPPC NAME OF FILER (LAST) (FIRST) (MIDDLE) Radi Robert 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position City Council 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 x❑ City of La Quinta ❑ Other 3. Type of Statement (Check at least one box) 0 Annual: The period covered is January 1, 2018, through ❑ Leaving Office: Date Left -or- December 31, 2018. (Check one circle.) The period covered is through O The period covered is January 1, 2018, through the date of December 31, 2018. -or- leaving office. ❑ Assuming Office: Date assumed O The period covered is/ through the date of leaving office. ❑ Candidate: Date of Election and office sought, if different than Part 1: 4. Schedule Summary (must complete) ► Total number of pages including this cover page: 15 Schedules attached ❑x Schedule A-1 - Investments — schedule attached ❑R Schedule A-2 - Investments — schedule attached ❑R Schedule B - Real Property — schedule attached -or- ❑ None - No reportable interests on any schedule 5. Verification ❑x Schedule C - Income, Loans, & Business Positions — schedule attached ❑x Schedule D - Income — Gifts — schedule attached ❑ Schedule E - Income — Gifts — Travel Payments — schedule attached MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 79405 Highway 111 Ste 9-318 La Quinta CA 92253-8300 DAYTIME TELEPHONE NUMBER EMAIL 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 03/04/2019 02:55 PM (month, day, year) Signature Electronic Submission (File the originally signed paper statement with your filing official.) 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 Aurora Cannabis Inc GENERAL DESCRIPTION OF THIS BUSINESS Canadian licensed cannabis producer FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Q 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: / / 18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Charlotte's Web Holding Inc GENERAL DESCRIPTION OF THIS BUSINESS Wellness products FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Q 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: / /18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ALIBABA GROUP HLDG LTD ADR GENERAL DESCRIPTION OF THIS BUSINESS Ecommerce 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY Canopy Growth Corp GENERAL DESCRIPTION OF THIS BUSINESS Cannabis company 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY BAIDU INC GENERAL DESCRIPTION OF THIS BUSINESS Ecommerce FAIR MARKET VALUE ❑ $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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Ishares trust Core GENERAL DESCRIPTION OF THIS BUSINESS Exchange -traded funds FAIR MARKET VALUE �X $2,000 - $10,000 $10,001 - $100,000 El $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT ❑X 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: �/ 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 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 CISCO SYSTEM INC GENERAL DESCRIPTION OF THIS BUSINESS IT and Networking Company 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Constellation Brands Inc GENERAL DESCRIPTION OF THIS BUSINESS Beer import company 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Dollar General Corp GENERAL DESCRIPTION OF THIS BUSINESS American chain of variety stores 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY Covered By SIPC GENERAL DESCRIPTION OF THIS BUSINESS Securities Investor Protection Corporation 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ENBRIDGE INC GENERAL DESCRIPTION OF THIS BUSINESS Crude oil and liquids transportation 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY EXPEDIA INC GENERAL DESCRIPTION OF THIS BUSINESS Online Travel Booking FAIR MARKET VALUE �X $2,000 - $10,000 $10,001 - $100,000 El $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT ❑X 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: �/ 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 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 Verizon Communications GENERAL DESCRIPTION OF THIS BUSINESS Communications 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Fedex Corp GENERAL DESCRIPTION OF THIS BUSINESS Courier delivery services 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Galmed Pharmaceuticals LTD GENERAL DESCRIPTION OF THIS BUSINESS Biopharmaceutical company 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY ISHARES CORE GENERAL DESCRIPTION OF THIS BUSINESS Broad stock and bond index funds 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY JD COM INC GENERAL DESCRIPTION OF THIS BUSINESS Ecommerce 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Global X FDS GENERAL DESCRIPTION OF THIS BUSINESS Exchange -traded funds FAIR MARKET VALUE �X $2,000 - $10,000 $10,001 - $100,000 El $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT ❑X 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: �/ 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 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 KINDER MORGAN INC GENERAL DESCRIPTION OF THIS BUSINESS Energy infrastructure 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Ishares Trust GENERAL DESCRIPTION OF THIS BUSINESS Exchange -traded funds FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Q 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: / /18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Lexinfintech Holdings LTD GENERAL DESCRIPTION OF THIS BUSINESS Online consumer finance platform 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY IPG Photonics Corp GENERAL DESCRIPTION OF THIS BUSINESS Fiber lasers 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Kansas City Southern GENERAL DESCRIPTION OF THIS BUSINESS Railway network FAIR MARKET VALUE ❑ $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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY OPKO Health Inc GENERAL DESCRIPTION OF THIS BUSINESS Healthcare FAIR MARKET VALUE �X $2,000 - $10,000 $10,001 - $100,000 El $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT ❑X 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: �/ 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 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 Raytheon Co GENERAL DESCRIPTION OF THIS BUSINESS U.S. defense contractor FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $10,001 - $100,000 $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT Q 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: / / 18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY SPDR SERIES TRUST AEROSPACE DEF GENERAL DESCRIPTION OF THIS BUSINESS Aerospace FAIR MARKET VALUE ❑ $2,000 - $10,000 �X $10,001 - $100,000 ❑ $100,001 - $1,000,000 F1 Over $1,000,000 NATURE OF INVESTMENT �X 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: / /18 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Shopify Inc GENERAL DESCRIPTION OF THIS BUSINESS Ecommerce software 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY VANGUARD FTSE GENERAL DESCRIPTION OF THIS BUSINESS Financial 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Realty Income Corp GENERAL DESCRIPTION OF THIS BUSINESS Real estate investment trust FAIR MARKET VALUE ❑ $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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 18 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY VISA INC GENERAL DESCRIPTION OF THIS BUSINESS Payment technology FAIR MARKET VALUE ❑ $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 Q Income Received of $0 - $499 Q 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 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 Simon Property Group Inc GENERAL DESCRIPTION OF THIS BUSINESS Commercial real estate 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / /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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: / /18 18 ACQUIRED DISPOSED Comments: Name Robert Radi ► NAME OF BUSINESS ENTITY Tilray Inc GENERAL DESCRIPTION OF THIS BUSINESS Canadian pharmaceutical 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 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 Q Income Received of $0 - $499 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 18 ii 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 Q Income Received of $0 - $499 Q 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 SCHEDULE A-2 CALIFORNIA FORM700 Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION of Business Entities/Trusts Name (Ownership Interest is 10% or Greater) Robert Radi Intergral Advantage Name 79405 Hwy 111 Ste 9-315 La Quinta CA 92253 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 Strategic Advisory FAIR MARKET VALUE ❑ $0 - $1,999 ❑ $2,000 - $10,000 ❑X $10,001 - $100,000 ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 I YOUR BUSINESS POSITION IF APPLICABLE, LIST DATE: 18 18 ACQUIRED DISPOSED ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 Q $1,001 - $10,000 None or I i Names listed below ll� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD O- LEASED BY THE BUSINESS ENTITY • 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 or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 18 18 ❑ $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 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 / 18 / 18 ❑ $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 ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 None or i I Names listed below 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OTRUST - 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 or City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 �� 18 �� 18 ❑ $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 Comments: FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 9 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 773325005-8 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 / 18 �� 18 ❑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. ❑ None Lee Silver (9/1/17 - 8/1/18) Michael and Michelle BroOKer - current) Name Robert Radi ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 774065007-4 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 / / 18 �� 18 ❑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. ❑ None Tamara Fisher (current) * You are not required to report loans from a commercial lending institution 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 INTEREST RATE TERM (Months/Years) % ❑ None 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" ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % ❑ None 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(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 11 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 774213032-3 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 / 18 �� 18 ❑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 Robert Radi ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 774252016-0 CITY La Quinta FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 / / 18 �� 18 ❑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 0 $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. ❑ None Heather and Don Merryman (3/1/15 - current) * You are not required to report loans from a commercial lending institution 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 INTEREST RATE TERM (Months/Years) % ❑ None 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" Amerihome Mortgage ADDRESS (Business Address Acceptable) 1 Baxter Way, Suite 300 Thousand Oaks, CA 91362-3888 BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE 3.75 ❑ None TERM (Months/Years) 9/2032 HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 ❑X OVER $100,000 ❑ Guarantor, if applicable FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page - 11 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Benedictine University ADDRESS (Business Address Acceptable) 5700 College Rd Lisle, IL BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Adjunct Professor GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 0 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED XI 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) Name Robert Radi NAME OF SOURCE OF INCOME California State University San Bernardino ADDRESS (Business Address Acceptable) 5500 University Pkwy, San Bernardino, CA 92407 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Adjunct Professor GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 Q $1,001 - $10,000 ❑ $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑X 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) * You are not required to report loans from a commercial lending institution, 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(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -13 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME City of La Quinta ADDRESS (Business Address Acceptable) 78495 Calle Tampico La Quinta, CA 92253 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION City councilman GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 0 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED XI 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 S10,000 or more ❑ Other (Describe) (Describe) Name Robert Radi NAME OF SOURCE OF INCOME Coachella Valley Unified School District ADDRESS (Business Address Acceptable) 87225 Church St Thermal CA 92274 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Teacher GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑ Salary ❑X 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 a commercial lending institution, 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* INTEREST RATE TERM (Months/Years) 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: % ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Street address ❑ Guarantor ❑ Other city (Describe) FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -13 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Pepperdine University ADDRESS (Business Address Acceptable) 6100 Center Dr, Los Angeles, CA 90045 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Adjunct Professor GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 0 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED XI 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) Name Robert Radi NAME OF SOURCE OF INCOME SunLine Transit Agency ADDRESS (Business Address Acceptable) 32505 Harry Oliver Trail, Thousand Palms, CA 92276 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Vice Chair GROSS INCOME RECEIVED ❑ No Income - Business Position Only Q $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 ❑ Loan repayment ❑ Commission or ❑x Other Stipend (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) * You are not required to report loans from a commercial lending institution, 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(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -13 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME The Chicago School of Professional Psychology ADDRESS (Business Address Acceptable) 325 N Wells St, Chicago, IL 60654 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Affiliate Professor & Research Faculty GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 0 $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED X❑ 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) Name Robert Radi NAME OF SOURCE OF INCOME University of Maryland ADDRESS (Business Address Acceptable) College Park, MD 20742 BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION Adjunct Associate Professor GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑ $1,001 - $10,000 Q $10,001 - $100,000 ❑ OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED ❑X 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 ❑ Loan repayment ❑ Commission or ❑ Other (Real property, car, boat, etc.) ❑ Rental Income, list each source of $10,000 or more (Describe) (Describe) * You are not required to report loans from a commercial lending institution, 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(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -13 SCHEDULE D Income — Gifts ► NAME OF SOURCE (Not an Acronym) Rutan & Tucker, LLP ADDRESS (Business Address Acceptable) 611 Anton Boulevard, 14th Floor Costa Mesa, CA 92626 BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) city dinner meeting during the 10 / 12 / 18 $ 276.94 Annual League Conference ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) $ $ $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) Comments: Name Robert Radi ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) / $ ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) ► NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) FPPC Form 700(2018/2019) FPPC Advice Email: advice@fppc.ca.gov FPPC Toll -Free Helpline: 866/275-3772 www.fppc.ca.gov Page -15