Fppc Form 700 - Statement Of Economic Interests Page 4
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14instructions – schedules a-1 and a-2
investments
“Investment” means a financial interest in any business
• Government defined-benefit pension plans (such as
entity (including a consulting business or other independent
CalPERS and CalSTRS plans)
contracting business) that is located in, doing business in,
• Certain interests held in a blind trust (See Reference
planning to do business in, or that has done business during
Pamphlet, page 16.)
the previous two years in your agency’s jurisdiction in which
use schedule a-1 to report ownership of less than 10%
you, your spouse or registered domestic partner, or your
(e.g., stock). Schedule C (Income) may also be required if
dependent children had a direct, indirect, or beneficial interest
the investment is not a stock or corporate bond. See second
totaling $2,000 or more at any time during the reporting
example below.
period. See Reference Pamphlet, page 13.
use schedule a-2 to report ownership of 10% or greater
reportable investments include:
(e.g., a sole proprietorship).
• Stocks, bonds, warrants, and options, including those held
in margin or brokerage accounts and managed investment
to complete schedule a-1:
funds (See Reference Pamphlet, page 13.)
Do not attach brokerage or financial statements.
• Sole proprietorships
• Disclose the name of the business entity.
• Your own business or your spouse’s or registered
• Provide a general description of the business activity of
domestic partner’s business (See Reference Pamphlet,
the entity (e.g., pharmaceuticals, computers, automobile
page 8, for the definition of “business entity.”)
manufacturing, or communications).
• Your spouse’s or registered domestic partner’s
• Check the box indicating the highest fair market value of
investments even if they are legally separate property
your investment during the reporting period. If you are
• Partnerships (e.g., a law firm or family farm)
filing a candidate or an assuming office statement, indicate
• Investments in reportable business entities held in a
the fair market value on the filing date or the date you took
retirement account (See Reference Pamphlet, page 15.)
office, respectively.
• If you, your spouse or registered domestic partner,
• Identify the nature of your investment (e.g., stocks,
and dependent children together had a 10% or greater
warrants, options, or bonds).
ownership interest in a business entity or trust (including
• An acquired or disposed of date is only required if you
a living trust), you must disclose investments held by the
initially acquired or entirely disposed of the investment
business entity or trust. See Reference Pamphlet, page
interest during the reporting period. The date of a stock
15, for more information on disclosing trusts.
dividend reinvestment or partial disposal is not required.
• Business trusts
Generally, these dates will not apply if you are filing a
candidate or an assuming office statement.
You are not required to disclose:
• Government bonds, diversified mutual funds, certain funds
examples:
similar to diversified mutual funds (such as exchange
John Smith holds a state agency position. His conflict of
traded funds) and investments held in certain retirement
interest code requires full disclosure of investments. John
accounts. See Reference Pamphlet, page 13, for detailed
must disclose his stock holdings of $2,000 or more in any
information. (Regulation 18237)
company that is located in or does business in California,
• Bank accounts, savings accounts, money market accounts
as well as those stocks held by his spouse or registered
and certificates of deposits
domestic partner and dependent children.
• Insurance policies
Susan Jones is a city council member. She has a 4%
• Annuities
interest, worth $5,000, in a limited partnership located in the
city. Susan must disclose the partnership on Schedule A-1
• Commodities
and income of $500 or more received from the partnership on
• Shares in a credit union
Schedule C.
• Government bonds (including municipal bonds)
• Retirement accounts invested in non-reportable interests
(e.g., insurance policies, mutual funds, or government
bonds) (See Reference Pamphlet, page 15.)
reminders
• Do you know your agency’s jurisdiction?
• Did you hold investments at any time during the period
FPPC Form 700 (2017/2018)
covered by this statement?
FPPC Advice Email: advice@fppc.ca.gov
• Code filers – your disclosure categories may only
FPPC Toll-Free Helpline: 866/275-3772
require disclosure of specific investments.
Instructions – 2
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