HomeMy WebLinkAboutMarx - Form 700_2024-07-30_RedactedPlease typo or prim In Ink.
Marx
1. Office, Agency, or Court
STATEMENT OF ECONOMIC INTERESTS
COVER PAGE
A PUBLIC DOCUMENT
Jan
Howell
Agency Name (Do not use acronyms)
City of San Luis Obispo
Division, Board, Department, District, If applicable Your Position
City Council Member
► If filing fix multiple posifions, list below or on an attachment. (Do not use acronyms)
Agency:
2. Jurisdiction of Office (Check at least one box)
U Stale
❑ Mun-County
a City of San Luis Obispo
❑ Judge, Retired Judge, Pro Tern Judge, or Cowl Commissioner
(Statinsde Jurisdiction)
K County at San Luis Obispo
❑ Other
3. Type Of Statement (Check at least one box)
I] Annual: The period covered is January 1, 2023, through U Leaving trace: Date Left JJ
December 31, 2023. (Check one circle.)
-or-
The period covered is JJ , through LJ The period covered Is January t, 2023, through the date
December 31, 2023. or of leaving office.
J Assuming Office: Date assumed LJ The permit severed is JJ through
the date of leaving office.
Candidate: Date of Election o S 2o 2- and office sought, If different than Part 1: City Council Member
P. Total number of pages including this Cover page: 7
Schedules aftached
9 Schedule A-1 - Investments - schedule attached
10 Schedule b2 - Investments - schedule attached
a Schedule B - Real Properly- schedule attached
-Or- ] None - No reportable interests on any schedule
5. Verification
v Schedule C - Income, Loans, & Bus Mess Positions - schedule attached
LJ Schedule D - kawhe - Gifts - schedule attached
LJ Schedule E - Income - Gifts -Travel Payments - schedule attached
MAILING ADDRESS STREEF CRY STATE 4P00DE
(ausrss wAganry Addua n
San Luis Obispo CA 984e5
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 cerlihy under penalty of perjury under the laws of the State of California that the foregoing Is true and correct.
Date Signed 07/22/2024
i
Signature
FPPC Form 7W - Cover Pace(2023/2024)
adukepfppca8w-866D53772r Wv Jppv gov
pea-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 ► NAME OF BUSINESS ENTITY
Vanguard Palo Alto Networks
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS
Investment Company Computer firewall company
FAIR MARKET VALUE FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $loo,000 1 $2,000 - $10,000
L 1 $100,001 - $1.000,000 LEI Over $1,000,000 E; $100,001 - $1,000,000
$10,001 - $100.000
J Over $1,000,000
NATURE OF INVESTMENT NATURE OF INVESTMENT
Stock J% Other mutual funds 0 Stock J Other
(Describe) (Describe)
U Partnership Li Income Received of $0 - $499 J Partnership —1 Income Received of $0 - $499
LI Income Received of $500 or More (Report on schodule C) Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
1 123 — 1 /23 1 123 1 /23
ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTIO OF THIS BUSINESS
FAIR MARKET VALUE
1 1 $2.000 - $10,000 U $10,001 - $100,0oo
0 $100,001 - $1,000,000 ❑ Over $1,000,000
NATURE OF INVESTMENT
❑ Stock Other
(Describe)
U Partnership I I Income Received of $0 - $499
J Income Received of $500 or More (Roport on schcd,.ro
IF APPLICABLE, LIST DATE:
/23 1 /23
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
U $2.000 - $10,000 Ll $10,00, - $100,000
U $100,001 - $1,000,000 U Over $1,000,000
NATURE OF INVESTMENT
❑ Stock Other
tuescnoel
U Partnership U Income Received of $0 - $499
❑ Income Received of $500 or More (Repon on Schedaru ra
IF APPLICABLE, LIST DATE:
1 /23 /23
ACQUIRED DISPOSED
Comments:
FAIR MARKET VALUE
J $2.000 - $10,000 $10,001 - $100,000
J $100,001 - $1,000,000 Over $1,000,000
NATURE OF INVESTMENT
Stock I Other
(Describe)
Partnership _ income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
1 /23 /23
ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE
J $2.000 - $10,000 $10,001 - $100,0o0
J $100,001 - $1,000,000 Over $1,000.000
NATURE OF INVESTMENT
Stock Other
tuescnoel
J Partnership Income Received of $0 - $499
Ji Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE.
_ 1 /23 1 /23
ACQUIRED DISPOSED
FPPC Farm 700 -Schedule A-1 (2023/2024)
advke@fppc.ca.gov • 1366-275-3772 • 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 OTRUST
R
Living Trust (estate plan)
Name
San Luis Obispo CA 93405
Address (Business Address Acceptable)
Check one
[ni Trust, go to 2 ] Business Entity, complete the box, then go to 2
GENERAL DESCRIPTION OF THIS BUSINESS
Estate Plan
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
�J Over $1.000,000
NATURE OF INVESTMENT Estate Plan
Partnership L] Sole Proprietorship J Other
YOUR BUSINESS POSITION Trustee
GROSS1� 2. IDENTIFY THE • . (INCLUDE YOUR-• RAT A
SHARE OF -•SS INCOME TO THE ENTITYiTRUST)
[j $0 - $499 ❑ $10,001 - $100,000
$500 - $1,000 LJ OVER $100,000
L_ $1,001 - $10,000
OF
INCOME OF $10,000 OR 14ORE
LN] None or Names listed below
PROPERTY01 4. INVESTMENTS AND INTERESTS IN REAL • •-
LEASED BY THE BUSINESS ENTITY •• TRUST
Check one box:
I .I INVESTMENT I 1 REAL PROPERTY
Name of Business Entity, 9 Investment. Qt
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity 2r
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
J $2.000 - $10,000
I _.I $10,001 - $100,000 --j—j33 1 /23
J $100,001 - $1,0D0,000 ACQUIRED DISPOSED
1 1 Over $1,000,000
NATURE OF INTEREST
U Properly Ownership/Deed of Trust Stock Partnership
U Leasehold U Other
Yrs. remaining
LJ 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
1 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:
Ij $o - $1,999
] $2,000 - $10,000 /2
$10,001-$100.000 ACQUIRED DISPOSED
] $100,Ool - $1.000,000
1_ 1 Over $1.000,000
NATURE OF INVESTMENT
f Partnership Other
j Sole Proprietorship J
YOUR BUSINESS POSITION
1- 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA
SHARE OF -•SS INCOME To THE ENTITYITRUST)
❑ $0 - $499 $10,001 - $100,000
❑ $500 - $1,000 OVER $100.000
$1,0ol - $10,000
I LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF
INCOME OF r r0r OR MORE
None or Names listed below
0- 4. INVESTMENTS • INTERESTS IN REAL PROPERTY. OR
LEASED al THE BUSINESS ENTITY OR TRUST
Check one box:
11NVESTMENT ] REAL PROPERTY
Name of Business Entity, if Investment. or
Assessor's Parcel Number or Street Address of Real Property
Description of Business Activity QI
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 _J Partnership
Leasehold Yrs. J Other
remaining
J Check box if additional schedules reporting investments or real property
are attached
Comments:
FPPC Form 700 - Schedule A-2 (2023/20241
advke@fppc.ca.gov • 866-275-3772 • www.fppc.co.gov
Page - 9
SCHEDULE B
Interests in Real Property
(Including Rental Income)
CITY
FAIR MARKET VALUE
IF APPLICABLE, LIST DATE:
] $2,000 - $10,Om
]$10,001-siwxo
JJ23_ JJ23_
0 $100,001 - $t000,000
ACQUIRED DISPOSED
] Orer $1,000,000
NATURE OF INTEREST
K OWoershlplDeed of Trust
J Easement
] Leaeebold ]
YM Miamians DOW
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
]m - Sass ❑$500-$1,000 ]$1,001-$IRW0
] $10.001 - $100AOo ] OVER 8100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greater
interest, Sst the mine of each tenant that is a single source of
Income of $10,000 a more.
L-1 None
ASSESSOR'S PARCEL NUMBER
1255 Orcutt #B-16
CITY
San Luis Obispo CA 93401
FAIR MARKET VALUE
] $;coo - $10,000
] $10.001-$10o,oca
J $100i - $1,000,000
J aer $1,000,00
NATURE OF INTEREST
01 Ceram plDaee M Trust
] eag M1OM
rr.. reaawaa
IF APPLICABLE, LIST DATE:
JJ23_ JJ23_
ACQUIRED DISPOSED
] Essences
Deer
IF RENTAL PROPERTY, GROSS INCOME RECEIVED
]$o-$4119 7$$oo-$1.000 ]sto$t-$to,"
] $10.001 - sioti 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.
U Now
" 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 (Budwas Ackmas Ameeptebi
BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE TERM (MontNsTresrs)
% J None
HIGHEST BALANCE DURING REPORTING PERIOD
]$500-si.ow ]$1,001-$14000
] $10,001-$100,000 ❑ OVER $100,000
] Guarantor. If apNimble
NAME OF LENDER•
ADDRESS (BusLm9e AUtlreseAttaFfebla)
BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE TERM (MonthroYeam)
% L-1 None
HIGHEST BALANCE DURING REPORTING PERIOD
[_1$sco-$tom ]$1.001-$10.000
] $igltol - $100,000 ] OVER $100.000
] Guarantor, If applicable
Comments:
IRK Form M0 -Scli a Geri
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Page.11
SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)
NAME OF SOURCE OF INCOME
City of San Luis Obispo
ADDRESS (Business Address Acceptable)
990 Palm St San Luis Obispo CA 93401
BUSINESS ACTIVITY, IF ANY, OF SOURCE
municipal government
YOUR BUSINESS POSITION
City Council Member
GROSS INCOME RECEIVED ] No Income - Business Position Only
_ $500 - $1,000 ] $1.001 - $10,000
�j $10,001 - $100,000 ] OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
J 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
(Reef property, car, boat, etc.)
] Loan repayment
�] Commission or ] Rental Income, list each source or $10,000 or more
(Describe)
NAME OF SOURCE OF INCOME
San Luis Obispo Integrated Waste Mgmt Authority
ADDRESS (Business Address Acceptable)
San Luis Obispo CA 93401
BUSINESS ACTIVITY, IF ANY, OF SOURCE
Regulating Solid Waste
YOUR BUSINESS POSITION
Board Member
GROSS INCOME RECEIVED No Income - Business Position Only
I�� $500 - $1,000 $1,001 - $10,000
] $10-00, - $1o0,0o0 OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
101 Salary U Spouse's or registered domestic partner's Income
(For self-employed use Schedule A-2.)
U Partnership (Less than 10% ownership. For 10% or greater use
Schedule A-2.)
[�] Sale of
(Rear property, car, boat, etc)
] Loan repayment
Commission or Rental Income, ust each source or sio,000 or more
(Describe)
Other I I OUier
(Describe) ! Des rf be )
LOANS RECEIVED • - OUTSTANDING DURING THE REPORTING PERIOD
* 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
❑ $10,00, - $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)
l form 700 -Schedule C (2023/20Z4)
advice@fppc.ra.gov • 966-275-3772 • www.fppc.ca.gov
Page • 13