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HomeMy WebLinkAbout700 Hallick, Rosemary 2025 Leaving Office: Date Left // (Check one circle below.) The period covered is January 1, 2025, through the date of leaving office. The period covered is //, through the date of leaving office. Schedule C - Income, Loans, & Business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule E - Income – Gifts – Travel Payments – schedule attached Annual: The period covered is January 1, 2025, through December 31, 2025. The period covered is //, through December 31, 2025. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT 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 (month, day, year) 3. Type of Statement (Check at least one box) State Judge (Supreme, Appellate, Superior Court), Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) Multi-County County of City of Other 2. Jurisdiction of Office (Check at least one box) Candidate: Date of Election and office sought, if different than Part 1: Assuming Office: Date assumed // Date Initial Filing Received Filing Official Use Only Please type or print in ink. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM Agency Name (Do not use acronyms) Division, Board, Department, District, if applicable Your Position 1. Office, Agency, or Court NAME OF FILER (LAST) (FIRST) (MIDDLE) MAILING ADDRESS STREET CITY STATE ZIP CODE ( ) DAYTIME TELEPHONE NUMBER EMAIL ADDRESS (Business or Agency Address Recommended - Public Document) Signature (File the originally signed paper statement with your filing official.) 5. Verification ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: -or- -or- None - No reportable interests on any schedule 4. Schedule Summary (required) Schedules attached Schedule A-1 - Investments – schedule attached Schedule A-2 - Investments – schedule attached Schedule B - Real Property – schedule attached ► Total number of pages including this cover page: -or- FPPC Form 700 - Cover Page (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 6 Attachment 700-P - Prospective Employment (87200 Filers Only) – schedule attached Filed Date: 03/06/2026 02:18 PM SAN: FPPC Hallick Rosemary City of La Quinta Principal Management Analyst SEE ATTACHED LIST La Quinta 7 78495 Calle Tampico La Quinta CA 92253-2839 760 777-7035 03/06/2026 02:18 PM Rosemary Hallick Filed Date: 03/06/2026 02:18 PM SAN: FPPC 700CALIFORNIA FORM FAIR POLITICAL PRACTICES COMMISSION STATEMENT OF ECONOMIC INTERESTS COVER PAGE ATTACHMENT Name Rosemary Hallick EXPANDED STATEMENT LIST Agency Name Division, Board, Department, District Position or Title Jurisdiction Type of Statement Period Covered California Asset Management Program, a California JPA Board of Trustees Trustee Other California Annual 01/01/25 - 12/31/25 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. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 25 25 25 25 2525 252525 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 25 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2525 FPPC Form 700 - Schedule A-1 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8 25 25 25 25 10 25 25 25 25 07 25 25 25 25 Rosemary Hallick Bank Of America Financial Bond Apple Technology Bond Chevron USA Energy Bond 14 BP PLC ADR Energy Circle Internet Group Technology 25 Delta Airlines Transportation 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. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 25 25 25 25 2525 252525 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 25 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2525 FPPC Form 700 - Schedule A-1 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8 25 25 25 25 25 25 25 25 25 25 10 25 25 Rosemary Hallick Ford Motor Company Manufacturing Honeywell International Manufacturing/Energy Johnson & Johnson Healthcare/General Consumer Goods GE (Aerospace/Healthcare/Vernova) Manufacturing Intel Technology Klarna Group Technology 10 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. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 25 25 25 25 2525 252525 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 25 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2525 FPPC Form 700 - Schedule A-1 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8 25 25 25 25 25 25 09 25 25 25 25 25 25 Rosemary Hallick Lowe's Companies Retail Nvidia Technology Bond Shell PLC Energy Marvell Technology Technology 24 Proctor & Gamble General Consumer Goods Stanford University Education Bond 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. IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 25 25 25 25 2525 252525 Name ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS Comments: 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 25 NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) NATURE OF INVESTMENT Stock Other (Describe) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) 2525 FPPC Form 700 - Schedule A-1 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 8 25 25 25 25 25 25 25 25 25 25 25 25 Rosemary Hallick Walmart Retail SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining Other NATURE OF INVESTMENT Partnership Sole Proprietorship IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: // // ACQUIRED DISPOSED 25 25 25 2525 25 Comments: Name Address (Business Address Acceptable) Name Address (Business Address Acceptable) FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS 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 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 ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one Trust, go to 2 Business Entity, complete the box, then go to 2 Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) Name 700 Check one box:Check one box: YOUR BUSINESS POSITION YOUR BUSINESS POSITION FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 $10,001 - $100,000 OVER $100,000 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ► 1. BUSINESS ENTITY OR TRUST ► 1. BUSINESS ENTITY OR TRUST NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Check box if additional schedules reporting investments or real property are attached Yrs. remaining 25 25 Other NATURE OF INVESTMENT Partnership Sole Proprietorship or ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) FPPC Form 700 - Schedule A-2 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 10 None Names listed below None or Names listed below 25 25 25 25 25 25 25 25 Rosemary Hallick Desert Cities Mobile Tire Bermuda Dunes, CA Automotive Repair LLC shareholder The Hallick Family Trust Bermuda Dunes, CA Real Property 948-54-0019 and 432 Edgehill Lane Oceanside