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700 Sanchez 2023CALIFORNIA .- STATEMENT OF ECONOMIC INTERESTS Date Initial nit i l Filing ili Us OnlyDeceived POLITICALFAIR COVER PAGE A PUBLIC DOCUMENT Filed Date: 03/27/2024 09:43 AM SAN:FPPC Please type or print in ink. NAME OF FILER (LAST) (FIRST) (MIDDLE) Sanchez Steve 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 ❑ Multi -County x❑ City of La Quinta 3. Type of Statement (Check at least one box) ❑x Annual: The period covered is January 1, 2023, through December 31, 2023. -or- The period covered is I through December 31, 2023. ❑ Assuming Office: Date assumed I ❑ Candidate: Date of Election ❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction) ❑ County of ❑ Other ❑ Leaving Office: Date Left I (Check one circle.) O The period covered is January 1, 2023, through the date of leaving office. .or- 0 The period covered is I through the date of leaving office. and office sought, if different than Part 1: Schedule Summary (required) ► Total number of pages including this cover page: 3 Schedules attached RI Schedule A-1 - Investments — schedule attached ❑ Schedule C - Income, Loans, & Business Positions — schedule attached RI 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- ❑ None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico La Quinta CA 92253-2839 DAYTIME TELEPHONE NUMBER EMAIL ADDRESS ( 760 ) 777-7035 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 03/27/2024 09:43 AM Signature Steve Sanchez (month, day, year) (File the originally signed paper statement with your filing official.) FPPC Form 700 - Cover Page (2023/2024) advice@fppc.ca.gov • 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 AGNC Investment Corp Common Stock GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Investment Trust (REIT) 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: // 23 23 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 p Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: // 23 23 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: // 23 / 23 ACQUIRED DISPOSED Comments: ► 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 O Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ii 23 ii 23 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 23 ii 23 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 p Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: �/ 23i 23 ACQUIRED DISPOSED FPPC Form 700 -Schedule A-1 (2023/2024) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Serendipity Commercial Real Estate, Inc. Name PO BOX 5538, LA QUINTA, CA 92248 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 Real Estate Agent FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 ❑ $2,000 - $10,000 011 01 / 23 23 ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑X $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑X sole Proprietorship ❑ Other YOUR BUSINESS POSITION CEO/President SHARE OF -•SS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑X OVER $100,000 ❑ $1,001 - $10,000 lo- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF INCOMEOF $10,000 OR •- ❑ None or ❑X Names listed below Wilson Meade Commercial Real Estate, Inc. li� 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY ..- 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 23 23 ❑ $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 CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION 11- 1. BUSINESS ENTITY OR TRUST 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 / 23 23 ❑ $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 SHARE OF -•SS INCOME TO THE ENTITYITRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 No- 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF INCOMEOF $10,000 OR • ❑ None or ❑ Names listed below op- 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY .. LEASED BY THE BUSINESS ENTITY OR TRUST 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 / 23 ___j__j 23 ❑ $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 -Schedule A-2 (2023/2024) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 9 RECEIVED STATEMENT OF ECONOMIC INTERESTS MAR 2 9 2024 ,,,- COVER PAGE ATTACHMENT CITY OF LA QUINTA CITY CLERK DEPARTMENT EXPANDED STATEMENT LIST CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Steve Sanchez . Board, Agency Name .-.. IN Period Covered oachella Valley Association Public Safety Riverside County Annual 01/01/23 - 12/31/23 f Governments Committee Committee Member Joint Powers lAuthoritM AgencyDivision, - Board, Position or Title Jurisdiction Type of Period Covered Department, Coachella Valley General Assembly Committee Member Riverside County Annual 01/01/23 - 12/31/23 Association of Governments Joint Powers lAuthonty Agency Name Alivisior7board, Position or Title Jurisdiction .- . Period Covered Department,District OEM Coachella Valley Executive Committee Committee Member State of Annual 01/01/23 - 12/31/23 Association of Governments California Jurisdiction Type of Period Covered Agency Name .-.. - .Statement League of California Cities Public Safety Committee Member State of Annual 01/01/23 - 12/31/23 Committee California Agency Name Division, Board, Period Covered Department,District - - League of California Cities Delegate Member State of Annual 01/01/23 - 12/31/23 California Name rDkvision. Board,Agency Position or Title .- . Department, Coachella Valley Water District Committee Member Regional JPA Annual 01/01/23- 12/31/23 Joint Policy Committee Board Agency Name Department,Division, District Position or Title Jurisdiction - - Southern California Committee Member Multi -County Annual 01/01/23 - 12/31/23 Association of Governments Date