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700 Sanchez 2024 ElectionCALIFORNIA FORM700 FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT RECEIVED Date Initial Filing Received Filing Oficial Use Only AUG p 2 2024 4. CITY OF LA QUINTA I Y CLERK DEPARTMENT NAME OF FILER (LAST) Sanchez (FIRST) Steve (MIDDLE) 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 • City of La Quinta Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) County of Other 3. Type of Statement (Check at least one box) Annual: The period covered is January 1, 2023, through Leaving Office: Date Left ._J_/ December 31, 2023. (Check one circle.) -or- The period covered is _/_/ , through December 31, 2023. Assuming Office: Date assumed _/_/ f• Candidate: Date of Election 11/5/2024 The period covered is January 1, 2023, through the date of leaving office. -or- The period covered is through the date of leaving office. and office sought, if different than Part 1: 4. Schedule Summary (required) ► Total number of pages including this cover page: 3 Schedules attached -or- • Schedule A-1 - Investments — schedule attached • Schedule A-2 - Investments — schedule attached r Schedule B - Real Property — schedule attached None - No reportable interests on any schedule Schedule C - Income, Loans, & Business Positions — schedule attached Schedule D - Income — Gifts — schedule attached J Schedule E - Income — Gifts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico CITY La Quinta STATE CA ZIP CODE 92253 DAYTIME TELEPHONE NUMBER ( 760 ) 777 - 7035 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 i Date Signed O (m.nth, day, year Signature d corr File statement with your Ring 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 ▪ $100,001 - $1,000,000 $10,001 - $100,000 Over $1,000,000 NATURE OF INVESTMENT ▪ Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 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 $100,001 - $1,000,000 $10,001 - $100,000 Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 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 $100,001 - $1,000,000 $10,001 - $100,000 ❑ 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: / / 23 / / 23 ACQUIRED DISPOSED CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Steve Sanchez ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ▪ $2,000 - $10,000 ▪ $100,001 - $1,000,000 ❑ $10,001 - $100,000 ❑ 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: / / 23 / / 23 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ▪ $2,000 - $10,000 ▪ $100,001 - $1,000,000 ❑ $10,001 - $100,000 ❑ 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 ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 - $10,000 $100,001 - $1,000,000 ❑ $10,001 - $100,000 ▪ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: 23 / / 23 ACQUIRED DISPOSED Comments• 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) ► 1. BUSINESS ENTITY OR TRUST Serendipity Commercial Real Estate, Inc. Name PO BOX 5538, LA QUINTA, CA 92248 Address (Business Address Acceptable) Check one • Trust, go to 2x❑ 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 01 / 01 / 23 / / 23 ❑ sio,00i - sioo,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 Other YOUR BUSINESS POSITION ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000 ❑ $10,001 - $100,000 X OVER $100,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ❑ None or Wilson Meade X Commercial Names listed below Real Estate, Inc. ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 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 / / 23 ❑ $ioo,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 Name Steve Sanchez 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 ❑ sio,00i - sioo,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ❑ $0 - $499 ❑ $10,001 - $100,000 ❑ $500 - $1,000 ❑ OVER $100,000 ❑ $1,001 - $10,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ❑ None or ❑ Names listed below 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 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 / / 23 ❑ $1oo,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