The URL can be used to link to this page

Home My Public Portal AboutForm 700 (Economic Interest Statements, SEI) Dana Reed 2022CALIFORNIA FORM700 FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT Date Initial Fil;ng Received Fling Ofl ai Use Only NAME OF FILER (LAST) Reed (FIRST) Dana (MIDDLE) W 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Indian Wells Division, Board, Department, District, if applicable Your Position City Council Mayor ► 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 - Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) Multi -County City of Indian Wells County of Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2021, through Leaving Office: Date Left December 31, 2021. (Check one circle.) -or- The period covered is —1—J , through December 31, 2021. ❑ Assuming Office: Date assumed - The period covered is January 1, 2021, through the date of leaving office. -or- - The period covered is —�� , through the date of leaving office. 11/08/22 1111 Candidate: Date of Election and office sought, if different than Part 1 4. Schedule Summary (must complete) ► Total number of pages including this cover page: Schedules attached Schedule A-1 - Investments — schedule attached • Schedule A-2 - Investments — schedule attached 1'. Schedule B - Real Property — schedule attached .-or- f l None - No reportable interests on any schedule Jam. ❑ Schedule C - Income, Loans, & Business Positions — schedule attached 1 1 Schedule D - Income — Gifts — schedule attached [1 Schedule E - Income — Gifts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET (Business or Agency Address Recommended - Public Document) CITY Indian Wells STATE CA ZIP CODE 92210 DAYTIME TELEPHONE NUMBER ( EMAIL ADDRESS I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowle e the information contained herein and In any attached schedules is true and complete. I acknowledge this is a'pu s i ' current. I certify under penalty of perjury under the laws of the State of California that the for Date Signed 8-2-22 (month. day, year) Signature originally signed paper statement with your filing official.) Print Clear FPPC Form 700 - Cover Page (2021/2022) 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%) Do not attach brokerage or financial statements. c6tUE> k • required flout CALIFORNIA FORM 700 MONA rcni 1'Mt:PC.% Conic,0n Name DANA W. REED RAMBGPN ININISEFRITY G6rd!NA6 GE0CRPTiON Of THIS BOM1608 ACT5TY sun M*Rt(ET 44600 MATURE OF env STIENT F APPLICABLE UST DATE /Sawsu kieRICE7 froreckiiidarn eau /4ekW Pow drop abua int. Rko•kka tei 4'Nrr,' , MOW MOW= Dl69ED Amazon Com. Inc On Line Retail Snowflake Inc Data Storage Varian Communications. Inc. Communications 52.000 - 510.000 Stock 31160020 Visa Inc. Financial Services 510,001 -5100.000 Stock 3/1612020 Gated Healthcare Group Healhere 510.001 -3100.000 Stock 311612020 Sempra Energy Pfizer Inc. Pharmaceutical 010,001 • 0100.000 Stock 3/16/2020 PNC Financial Services Group Fnancial Services 52,000 - 010,000 Stock 3/162020 Norfolk Sachem Corp. Transportation $10,001 - 5100,000 Stock 3/(6/2020 Marsh 8 McCleman Insurance 010,001 - 5100,000 Stock 3/16/2020 Microsoft Corp. Computers 010,001 - 5100,000 Stock 3/12/2020 Lockheed Martin Corp. AYen8 Mtg. 12,000. 010,000 Stock 3/16/2020 Linde Pk Energy 52.000- 510,000 Stork 3/1812020 JP Minoan Chase Barking 510.001 -5100.000 Stock 1162020 Johnson & Johnson Intercontinental Exchange Group Stock Exchange 52,000-510,000 Stock 3/16/2020 Intel Corp. Computer Chips 510,001 - 5100,000 Stock 1162020 Hunan, Inc Healthcare 32,000-510,000 Stock 116/2020 Hormel Foods Food 52,000-010.000 Stock 3/16/2020 Home Depot Retail Home Improvement 510,001 - 5100.000 Stock 3/1612020 Dow, Inc. Chemicals 52.000-510.000 Stock 3/16/2020 CIGNA Corp Insurance 52,000-510.000 Stock 3/162020 Oroadcoen Inc. Discover Financial Services Financial Services 52,000- 510,000 Stock 3/16/2020 Dtotal Realty Trust, Inc. Real Estate 52.000-510.000 Stock 3/162020 Chbb Ltd. Insurance 52,000-510,000 Stock 3/16/2020 Alphabet Inc. Technology 510.001 - 5100.000 Stock 3/12/2020 CMS Energy Corp Energy 32,000 - 510.000 Stock 116/2020 Blarkrock, Inc. Financial Services General Moles Co. Automobile Mfg. 52.000- 510.000 Stock 3/16/2020 CVS Health Corp. Retail Phamaceubcal Cataogar Inc. Heavy Equalled W. 52,000- 010,000 Stock 116/2020 Capital One Financial Franck! Services 52.000. 510.000 Slodk 3/16!2020 CSX Corporation Transportation 52,000 - 510,000 Stock 3/16/2020 Abele. Inc. Computers Gilead Sciences, Inc. Abbott Labs Pharmaceutical 52,000-510,000 Stock 4116/2020 Naar Corp. Steel Manufacturer 52.000- 510,00D Stock 9/912020 12/20/2021 Baker Hughes Ca Oil En 1oratbn 52,000 - 510,80D Stock 12/3/2020 Abbate Chevron Corporation Energy 52,000- 510,000 Stock 3/16/2020 HoneyA,eH International Aerospace 8 Safety Equipment 510.001 - 5100.000 Stock 6123/2020 lyondel Basal Industries Plastids It Chemkak 52.000-510,000 Stock 4/14/2020 Northrup Gnanan Aerospace Pioneer National Resources Energy S2.000-510,000 Stork 3116/2020 Trial Financial Corporation Financial SeMces 52.000- 010,000 Stock 6/1/2020 Rola. Inc. Digital Media Player Air 800 Property Rental 52.000- $10.000 Stock 5/14/2021 Salesforce Software 510,001-5100,000 Stale 5/10/2021 Fidelity National Information Services Software 52.000. 510.003 Stock 12/20/2021 Darden Restaurants Food Service 52.000 - 510,003 Stock 11/1/2021 Lilly El 0 Co Pharmaceutical 52,000- 510,003 Stock &4!2021 CME Group Inc Drivatives Marketplace 510.001 - 5100.000 Stock 7/21/2021 LB Harris Technologies EOG Resources Elevance Health Archer Daniel Midland Bank of Amenca Corneas' Meta Platforms VF Corp. 010.001 - 5100.000 Stock 8110/2020 52,000 - 510.000 Stock 8/18/2020 Energy 02,000.510,000 Stack 3/16/2020 Pharmaceutical 510.001 - 5100.000 Stock 3/160020 Semiconductors 010.001 - 5100.000 Stock 116/2020 12/1/2021 32,000 - 510,000 Stock 116/2020 32.000-510,000 Stodk 116/2020 510.001- 5100.000 Stock 0/5/2020 Pharmaceutical 52,000-310,000 Stock 3/24/2020 10/26/2020 Pharmaceutical 510.001- 0100.000 Stock 1122020 728/2021 510.001- $100,000 Stork 3/1&2020 52,000- 510,000 Stock 8/23/2021 Technology 82,000-$10,000 Stock Investmeds $2.000-310.000 Stock Heathcare 52,000_ 510,000 Stock Agribusiness 52,000-510.000 Stock Banish/ 510.001 - 5100.000 Stock Communications 510.001 -1100.000 Stock Technology 52.000 - 510,000 Stock Clothn�__ - 52.000 - 5( 0,000 Sloth WPC Farm 700 (2018/2019) 54,. A -1a FPPCT 111, a Helpllnc 866/ASk-FPPC www.ippua.gov SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) ► 1. BUSINESS ENTITY OR TRUST Dana Reed Consulting, LLC Name 46-146 East Eldorado Drive, Indian Wells, CA 92210 Address (Business Address Acceptable) Check one Trust, go to 2 . Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Government Relations FAIR MARKET VALUE IF APPLICABLE, LIST DATE: $0 - 51,999 1 $2,000 - $10,000 -1_/2_1_ /2.1 _ _/__i2_1._ 1. 510.001 - $100,000 ACQUIRED DISPOSED S100,0D1 - $1,000,000 1 Over $1,000,000 NATURE OF INVESTMENT LLC Partnership [ Sole Proprietorship i Other YOUR BUSINESS POSITION Member ► 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RAT• SHARE OF THE GROSS INCOME JQ THE ENTITY/TRUST) $0 - 5499 510,001 - $100.000 _ $500 - $1,000 OVER $100,000 _ $1.001 - 510,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attack a separate sheet if necessary.) 1 None or I , Names listed below ENGIE Services,Reed & Davidson, LLP, CA Nations Indian Gaming Association, Oremore Mgt. Co. ► 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, et 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: 52,000 - $10,000 - slo,00l - $100,000 /_/21 /21 _/ 5100,001 - 51,000,000 ACQUIRED DISPOSED - Over $1,000,000 NATURE OF INTEREST Property Ownership/Deed of Trust _ Stock ^' Partnership Leasehold l Other Yrs, remaining _ Check box if additional schedules reporting investments or real property are attached CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Dana W. Reed 1. BUSINESS ENTITY OR TRUST Name Address (Business Address Acceptable) Check one Trust, go to 2 Business Entity, complete (he box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE: '50-51,999 ; $2,000 - 510,000 - J_a_'L -1___/2,.1_ $10,001 - 5100,000 ACQUIRED DISPOSED 5100,001 - S1,000,000 Over 51.000,000 NATURE OF INVESTMENT Partnership [._.i 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 1 S10,001 - 5100,000 $500 - $1,000 =J OVER $100,000 L 51,001 - S 10,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet it nccessary.l i None or _ _ Names listec below 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED By THE BUSINESS ENTITY OR TRUST Check one box: Ci INVESTMENT ii REAL PROPERTY Name of Business Entity, if Investment, et 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: 52,000 - $10,000 1 $10,001 - S100,000 -J_/2. _l_l2.1_ i $100,001 - S1,000,000 ACQUIRED DISPOSED i Over 51,000,000 NATURE OF INTEREST E Property Ownership/Deed of Trust Stock _ Partnership L j Leasehold Other Yrs. remaining - f Check box if additional schedules reporting investments or real property are attached Comments. Print Clear FPPC Form 700 - Schedule A-2 (2021/2022) advice@fppc.ca.gov • 666.275.3772 • www.fppc.ca.gov Page - 9 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 633042041 CITY Indian Wells FAIR MARKET VALUE Li $2,000 - 510,000 U 510,001 - 5100,000 ® sioo.c01 - S1,000,000 ❑ Over 51,000,000 NATURE OF INTEREST Ownershlp/Deod of Trust IF APPLICABLE, LIST DATE: 12L J 12L ACQUIRED DISPOSED ❑ Leasehold ❑ Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED L] 50 - $499 ❑ S500 - $1,000 U s1,001 - 510,000 [c $10,001 - 5100,000 n OVER 5100,000 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 Nickie Hopkins, Jr. CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES cor,IMISSIOU Name DANA W. REED ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKET VALUE n S2,000 - 510,000 sio.00l - sloo,000 ❑ 5100,001 - 51,000,000 Over 51,000,000 NATURE OF INTEREST OwnershiptDeed of Trust IF APPLICABLE, LIST DATE: o Leasehold ACQUIRED DISPOSED Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED 50 - 5499 _1, 5500 - 51,000 i_ 51,001 - 510,000 -1510,001 - S100,000 n OVER 5100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater interest, list the name of each tenant that is a single scum° 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 n None TERM (Months/Years) HIGHEST BALANCE DURING REPORTING PERIOD U ssoo - 51,000 ❑ 510,001 - $100,000 Guarantor, If applicable U stool - 510,000 7 OVER 5100,000 NAME OF LENDER° ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) None HIGHEST BALANCE DURING REPORTING PERIOD f $500 - 51,000 J 510,001 - 5100,000 n Guarantor, if applicable L 51,001 - $10,000 ❑ OVER 5100,000 Comments. Print Clear FPPC Form 700 - Schedule B (2021/2022) advice@fppeca.8ov • 865-275-3772• www,fppc.ca.gov Page • 11 SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Dana W. Reed ► 1. INCOME RECEIVED ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME Cal Cities (fka League of CA Cities) ADDRESS (Business Address Acceptable) 1400 K Street, Sacramento, CA 95814 BUSINESS ACTIVITY, IF ANY, OF SOURCE 501(c)(6) Associaiton of Cities YOUR BUSINESS POSITION Member, Board of Directors GROSS INCOME RECEIVED 1 1$500 - 51,000 r— $10,001 - 5100,000 MA No Income - Business Position Only �. $1,001- sio,000 71 OVER 5100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED (" Salary 0 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) n Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) r- Sale of (Real property. car, boat, etc.) Loan repayment i l Commission or 11 Rental Income, list each source of S10,000 or more Travel Expenses Only (Describe) LJ Other (Describe) NAME OF SOURCE OF INCOME Contract Cities Assn. ADDRESS (Business Address Acceptable) 17315 Studebaker Road, # 210,Cerritos, CA 90703 BUSINESS ACTIVITY, IF ANY, OF SOURCE 501(c)(6) Association of Cities YOUR BUSINESS POSITION Executive Committee Member GROSS INCOME RECEIVED [__! $500 - 51,000 [� $10,001 - $100,000 t1j No Income - Business Position Only ri stool - $10,000 [Ti OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Li Salary Li Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) n Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) n Sale of (Real property, car, boat, etc.) "1 Loan repayment Commission or ri Rental Income, list each source of $10.000 or more (Describe) 0 Other (Describe) I. 2. LOANS RECEIVED OR 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 Lam_`. 5500 - $1,000 n $1,001 - 510,000 i $10,001 - $100,000 L( OVER 5100,000 INTEREST RATE % [W None TERM (Months/Years) SECURITY FOR LOAN None F Personal residence Real Property Street address City Guarantor La Other (Describe) Comments: Print Clear FPPC Fomi 700 - Schedule C (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -13