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Home My Public Portal AboutForm 700 (Economic Interest Statements, SEI) Bruce Whitman 2022 ALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT Date Initial Filing Received ri;iny ()facia, Us? O my NAME OF FILER (LAST) Whitman (FIRST) Bruce (MIDDLE) B. 1. Office, Agency, or Court Agency Name (Do not use acronyms) Indian Wells City Council Division, Board, Department, District, if applicable Your Position na Candidate for City Council ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: na Position. na 2. Jurisdiction of Office (Check at least one box) State [i Multi -County • City of Indian Wells I Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) County of ❑ Other 3. Type of Statement (Check at least one box) j Annual: The period covered is January 1, 2021, through December 31, 2021. The period covered is , through December 31, 2021. J Assuming Office: Date assumed -or- Leaving Office: Date Left /J (Check one circle.) L The period covered is January 1, 2021, through the date of leaving office. -or- Ej The period covered is // , through the date of leaving office. Candidate: Date of Election Nov. 8, 2022 and office sought, if different than Part 1: 4. Schedule Summary (must complete) ► Total number of pages including this cover page: Schedules attached 11 Schedule A-1 - Investments — schedule attached I Schedule A-2 - Investments — schedule attached Ai Schedule B - Real Property — schedule attached -or- 7 None - No reportable interests on any schedule Schedule C - Income, Loans, & Business Positions — schedule attached ILI Schedule D - Income — Gifts — schedule attached Schedule E - Income — Gifts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET ( DAYTIME TELEPHONE NUMBER CITY Indian Wells STATE Ca. ZIP CODE 92210 ( EMAIL ADDRESS 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 your Ring 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%) Investments must be itemized. Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY OTR Stillhouse GENERAL DESCRIPTION OF THIS BUSINESS Distillery, brewery and bar FAIR MARKET VALUE ICI $2,000 - $10,000 J $100,001 - $1,000.000 U $10,001 - $100,000 Over $1,000,000 NATURE OF INVESTMENT • Stock ❑ Other (Describe) U Partnership ® Income Received of 50 - 5499 ['Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: —I_J21 —J21— ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY reallygoodboxedwine.com GENERAL DESCRIPTION OF THIS BUSINESS Boxed wine purveyor FAIR MARKET VALUE U $2,000 - $10,000 0 $100,001 - $1,000,000 $10,001 - 5100,000 0 Over $1,000,000 NATURE OF INVESTMENT O Stock ❑ Other (Describe) L-1 Partnership I• Income Received of $0 - $499 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: AC- QUIRED DISPOSED ► NAME OF BUSINESS ENTITY Schwab GENERAL DESCRIPTION OF THIS BUSINESS Brokerage FAIR MARKET VALUE J 52,000 - $10,000 L] $100,001 - $1,000,000 [] $10,001 - $100,000 �] Over $1,000,000 NATURE OF INVESTMENT Q Stock 11 Other (Uescnbe) • Partnership ❑ Income Received of 50 - 5499 D 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 Bruce Whitman ► NAME OF BUSINESS ENTITY Procter and Gamble GENERAL DESCRIPTION OF THIS BUSINESS Consumer goods FAIR MARKET VALUE J $2,000 - $10,000 $100,001 - 51,000,000 J $10,001 - $100,000 J Over 51,000,000 NATURE OF INVESTMENT 1 Stock Other (Describe) • Partnership ❑ Income Received of $0 - $499 J 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 J $2,000 - $10,000 ❑ 5100,001 - $1,000,000 510,001 - $100,000 Over $1,000,000 NATURE OF INVESTMENT 1 Stock ] Other (Describe) J Partnership ❑ Income Received of $0 - $499 J 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 J $2,000 - $10,000 J $100,001 - $1,000,000 ❑ $10,001 - $100,000 Over $1,000,000 NATURE OF INVESTMENT • Stock Other (Uescnbe) • Partnership ❑ Income Received of 50 - $499 El Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: i J21 i_J21 ACQUIRED DISPOSED Comments - Print Clear FPPC Form 700 - Schedule A-1 (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page -7 Schedule A-1 of itemized stocks and bonds: Form 700 Bruce B. Whitman, Esq. 2022 Candidate for Indian Wells City Council Apple ............. $100,000 to $1,000,000 Garmin $10,000 to $100,000 Meta $100,000 to $1,000,000 Schwab... $10,000 to $100,000 Boeing $10,000 to $100,000 Corning $10,000 to $100,000 GE $2000 to $10,000 Medpace $10,000 to $100,000 Paramount $10,000 to $100,000 SoFi $10,000 to $100,000 Twilio $10,000 to $100,000 Polio Loco $2000 to $10,000 Ford $10,000 to $100,000 Intuit... $100,000 to $1,000,000 CVS .............$10,000 to $100,000 Met West Bonds........ $10,000-$100,000 PIMCO $10,000 to $100,000 isharesPFF $10,000-$100,000 AEGFX .$10,000 to $100,000 MDDVX $10,000 to $100,000 FSCIX... .$10,000 to $100,000 JMCVX $100,000 to $1,000,000 JENSX $100,000 to $1,000,000 LZOEX $10,000 to $100,000 VDIGX $100,000 to $1,000,000 CALIFORNIA FORM 700 SCHEDULE B lnterests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 76120 Osage Trail CITY Indian Wells, Ca. FAIR MARKET VALUE $2,000 - $10,000 E $10,001 - $100,000 Er $100,001 - $1,000,000 J Over $1,000,000 IF APPLICABLE, LIST DATE: - 1 121 -1.-121 ACQUIRED DISPOSED NATURE OF INTEREST Ownership/Deed of Trust Easement Li Leasehold Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 0$500.$1,000 0$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 FAIR POLITICAL PRACTICES COMMISSION Name Bruce Whitman ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 3429 Cornell Place CITY Cincinnati, Ohio 45220 FAIR MARKET VALUE Li $2,000 - $10,000 ❑ $10,001 - $100,000 J $100,001 - $1,000,000 ❑ Over $1,000,000 NATURE OF INTEREST Ownership/Deed of Trust LJ Leasehold IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 $500 - $1,000 0 $1,001 - $10,000 0 $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. U None * You are not required to report loans from a commercia 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) I None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 E $1,001 - $10,000 U $10,001 - $100,000 ❑ OVER $100,000 7 Guarantor, if applicable NAME OF LENDER* ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE ❑ None TERM (Months/Years) HIGHEST BALANCE DURING REPORTING PERIOD iLi $500 - $1,000 $10,001 - $100,000 ❑ Guarantor, if applicable $1,001 - $10,000 El OVER $100,000 Comments• Print Clear FPPC Form 700 - Schedule B (2021/2022) advice@fppc.ca.gov • 866-275-3772 • 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 Bruce Whitman ► 1. INCOME RECEIVED P. 1. INCOME RECEIVED NAME OF SOURCE OF INCOME Attorney fees ADDRESS (Business Address Acceptable) 76120 Osage Trail BUSINESS ACTIVITY, IF ANY, OF SOURCE Lawyer YOUR BUSINESS POSITION Lawyer GROSS INCOME RECEIVED _j 5500 - $1,000 • 510,001 - S100,000 7 No Income - Business Position Only $1,001 - $10,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED 1 Salary 111 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) JPartnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of (Real property, car, boat, etc.) Li Loan repayment Commission or Rental Income, list each source of 310,000 or more (Describe) _J Other (Describe) NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY. OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED Li 5500 - 51,000 El $10,001 - S100,000 No Income - Business Position Only __J 51,001 - 510,000 I OVER 5100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary L I Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) LiPartnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Salo of (Real property, car, boat, etc.) L Loan repayment Commission or nRental Income, list each source of 310,000 or more (Describe) 1 Other (Describe) ► 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 Ei $500 - S1,000 51.001 - s10,000 510,001 - 5100,000 LI OVER S100,000 INTEREST RATE TERM (Months/Years) 0/0 None SECURITY FOR LOAN None Personal residence Real Property Street address City I Guarantor Other (Describe) Comments' Print Clear FPPC Farm 700 - Schedule C (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 13