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HomeMy WebLinkAbout700 Pena 2026 ElectionCALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT NAME OF FILER (LAST) Date Initial Filing Received Filing Official Use Only Filed Date: 07/28/2026 01:46 PM SAN: FPPC (FIRST) (MIDDLE) Pena John 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of La Quinta Division, Board, Department, District, if applicable Your Position City/Town 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 ❑ Judge (Supreme, Appellate, Superior Court), 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, 2025, through ❑ Leaving Office: Date Left / / December 31, 2025. (Check one circle below.) O The period covered is January 1, 2025, through the date of leaving office. -or- O The period covered is / / , through the date of leaving office. ❑x Candidate: Date of Election 11 /03/2026 and office sought, if different than Part 1: -or- The period covered is / / , through December 31, 2025. ❑ Assuming Office: Date assumed / 4. Schedule Summary (required) Schedules attached ► Total number of pages including this cover page: ❑x Schedule A-1 - Investments — schedule attached ❑x Schedule A-2 - Investments — schedule attached ❑X Schedule B - Real Property — schedule attached 6 x❑ Schedule C - Income, Loans, & Business Positions — schedule attached x❑ Schedule D - Income — Gifts — schedule attached O Schedule E - Income — Gifts — Travel Payments — schedule attached ❑ Attachment 700-P - Prospective Employment (87200 Filers Only) — schedule attached -or- 0 None - No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) 78495 Calle Tampico CITY La Quinta STATE ZIP CODE CA 92253-2839 DAYTIME TELEPHONE NUMBER ( 760 ) 777-7030 EMAIL ADDRESS jpena@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 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 07/28/2026 01:46 PM Signature John Pena (month, day, year) (File the originally signed paper statement with your filing official.) FPPC Form 700- Cover Page (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 6 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 INVESCO INVESTMENT SERVICES, INC. GENERAL DESCRIPTION OF THIS BUSINESS MUNICIPAL FUND FAIR MARKET VALUE ❑X $2,000 - $10,000 ❑ $100,001 - $1,000,000 ❑ $10,001 - $100,000 ❑ Over $1,000,000 NATURE OF INVESTMENT INVESTMENT FUND ❑ Stock 0Other (Describe) ❑ Partnership Q Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _/_/_/_/ 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: - // // 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 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: // // AC- QUIRED DISPOSED CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name John Pena ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 O $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: _i_i_i_i 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 Q Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: _/_/_/_/ ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ $2,000 - $10,000 0 $100,001 - $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other ❑ $10,001 - $100,000 ❑ Over $1,000,000 (Describe) ❑ Partnership 0 Income Received of $0 - $499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Comments. FPPC Form 700 -Schedule A-1 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page-8 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) ► 1. BUSINESS ENTITY OR TRUST DESERT CITIES CONSULTING, INC. Name PO BOX 671, LA QUINTA, CA 92247 Address (Business Address Acceptable) Check one ❑ Trust, go to 2 © Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS CONSULTING FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 X $2,000 - $10,000 _ J_ J- _ J_/ ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT CORP ❑ Partnership ❑ Sole Proprietorship X Other YOUR BUSINESS POSITION CEO ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ❑ ❑ X $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.) X 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 /_ / / / ❑ $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 Name John Pena ► 1. BUSINESS ENTITY OR TRUST JOHN PENA AND ASSOCIATES Name 51405 CALLE HUENEME Address (Business Address Acceptable) Check one ❑ Trust, go to 2 © Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS CONSULTING FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $0 - $1,999 X $2,000 - $10,000 _I_i- _i_i- ❑ $10,001 - $100,000 ACQUIRED DISPOSED ❑ $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Partnership X Sole Proprietorship ❑ Other YOUR BUSINESS POSITION PRINCIPAL 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) X ❑ ❑ $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.) X 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 // _i_i ❑ $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 (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 10 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 773184008 CITY LA QUINTA, CA FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 _/_/ )) ❑X $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑X Ownership/Deed of Trust ❑ Leasehold ❑ Easement 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 DIO CRUZ CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name John Pena ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 ❑ $10,001 - $100,000 _/_/ )) ❑ $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1,000,000 NATURE OF INTEREST ❑ Ownership/Deed of Trust ❑ Leasehold ❑ Easement 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. ❑ None * 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 ❑ $10,001 - $100,000 ❑ Guarantor, if applicable ❑ $1,001 - $10,000 ❑ OVER $100,000 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 ❑ $10,001 - $100,000 ❑ Guarantor, if applicable ❑ $1,001 - $10,000 ❑ OVER $100,000 Comments. FPPC Form 700 - Schedule B (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -12 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name John Pena ► 1. INCOME RECEIVED ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME SECURE ENERGY ADVISORS ADDRESS (Business Address Acceptable) 912 WATERFORD VILLASCT. LAKE ST. LOUIS, MO 63367 BUSINESS ACTIVITY, IF ANY, OF SOURCE ENERGY CONSULTING & DEVELOPMENT YOUR BUSINESS POSITION CONSULTANT GROSS INCOME RECEIVED ❑ $500 - $1,000 ❑ $10,001 - $100,000 ❑ No Income - Business Position Only ❑X $1,001 - $10,000 ❑ 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 (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or Rental Income, list each source of $10,000 or more (Describe) Other CONSULTING (Describe) NAME OF SOURCE OF INCOME SECURE ENERGY SOURCES ADDRESS (Business Address Acceptable) P.O. BOX 671, La Quinta, CA 92247 BUSINESS ACTIVITY, IF ANY, OF SOURCE ENERGY CONSULTING & DEVELOPMENT YOUR BUSINESS POSITION PARTNER GROSS INCOME RECEIVED ❑ No Income - Business Position Only ❑ $500 - $1,000 ❑X $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 (Real property, car, boat, etc.) ❑ Loan repayment ❑ Commission or ❑ Rental Income, list each source of $10,000 or more (Describe) Other CONSULTING (Describe) ► 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * You are not required to report loans from a commercia 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 INTEREST RATE TERM (Months/Years) ❑ None SECURITY FOR LOAN ❑ None ❑ Personal residence ❑ Real Property Street address City ❑ Guarantor ❑ Other (Describe) Comments• FPPC Form 700 -Schedule C (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 14 SCHEDULE D Income — Gifts ► NAME OF SOURCE (Not an Acronym) BURRTEC (FRANK ORLETT) ADDRESS (Business Address Acceptable) 41800 CORPORATE WAY, PALM DESERT, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE WASTE DISPOSAL DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 03 / 06 / 26 $ 90.00 DINNER /_/ $ /_/ $ ► 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) // $ // $ // $ CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name John Pena I. 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) /_/ $ /_/ $ /_/ $ Comments• FPPC Form 700 - Schedule D (2025/2026) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -16