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Oddie 700
CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION A PUBLIC DOCUMENT STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received Official Use Only COVER PAGE MAR 2 2 2016 Please type or print in ink. 'NAME OF FILER (LAST) (FIRST) (MIDDLE) Oddie James Henry 1. Office, Agency, or Court Agency Name (Do not use acronyms) California State Assembly Division, Board, Department, District, if applicable Your Position District 18 District Coordinator ■ If filing for multiple positions, list below or on an attachment. (Do not use acronyms) City of Alameda .. Councilmember Agency: 2. Jurisdiction of Office (Check at least one box) State 0 Multi-County City of Alameda 0 Judge or Court Commissioner (Statewide Jurisdiction) 0 County of 0 Other 3. Type of Statement (Check at least one box) El Annual: The period covered is January 1, 2015, through 0 Leaving Office: Date Left 1 December 31, 2015. (Check one) , through -or- 0 The period covered is January 1, 2015, through the date of leaving office. -or- 0 The period covered is 1 , through the date of leaving office. The period covered is / December 31, 2015. Li Assuming Office: Date assumed E] Candidate: Election year and office sought, if different than Part 1. ,,,,, ..■.-..-■a*-....... -.,..."... ....-a-. ■.J.,-...1...,.. r4. Schedule Summary (must compete) ■ Total number of pages including this cover page: Schedules attached 12 Schedule A-1 - Investments — schedule attached 0 Schedule A-2 - Investments — schedule attached g Schedule B - Real Property — schedule attached -nr- None - No reportable interests on any schedule Schedule C - Income, Loans, & Business Positions — schedule attached g Schedule D - Income — Gifts — schedule attached El Schedule E - Income — Gifts — Travel Payments — schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) P.O, Box 1353 Alameda CA 94501 DAYTIME TELEPHONE NUMBER ( 510 ) 286-1670 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. E-MAIL ADDRESS jim.oddie@asm.ca.gov 03/22/2016 Date Signed Signature (month, day, year) ( Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gOv SCHEDULE A -1 Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10 %) Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY TD Ameritrade Rollover IRA GENERAL DESCRIPTION OF THIS BUSINESS Misc. stocks in IRS Tess than $2,000 each FAIR MARKET VALUE 2 52,000 - 510,000 ❑ $10,001 - 5100,000 ❑ $100,001 - 51,000,000 ❑ Over $1,000,000 CALIFORNIA FORM 700 POLITICAL PRACTICES COMMISSION-- Name James H. Oddie NAME OF BUSINESS ENTITY AT &T GENERAL DESCRIPTION OF THIS BUSINESS Stock in rollover IRA FAIR MARKET VALUE 2 52,000 - 510,000 ❑ 5100,001 - 51,000,000 ❑ 510,001 - 5100,000 ❑ Over 51,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT © Stock ❑ Other © Stock ❑ Other (Describe) (Describe) ❑ Partnership 0 Income Received of $0 - 5499 ❑ Partnership 0 Income Received of $0 - 5499 0 Income Received of $500 or More (Report on Schedule C) 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: /__/ 15 / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Boeing GENERAL DESCRIPTION OF THIS BUSINESS Stock in rollover IRA FAIR MARKET VALUE © 52,000 - 510,000 ❑ $100,001 - $1,000,000 ❑ 510,001 - $100,000 ❑ Over $1,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of 50 - 5499 0 Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 15 / / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY USAA Brokerage GENERAL DESCRIPTION OF THIS BUSINESS Mutual Fund USFGX FAIR MARKET VALUE ❑ 52,000 - 510,000 ❑ 5100,001 - 51,000,000 © $10,001 - 5100,000 ❑ Over 51,000,000 NATURE OF INVESTMENT Mutual Fund ❑ Stock © Other (Describe) ❑ Partnership 0 Income Received of 50 - 5499 0 Income Received of 5500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: J15 / /15 ACQUIRED DISPOSED Comments: IF APPLICABLE, LIST DATE: / / 15 / 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY USAA Brokerage GENERAL DESCRIPTION OF THIS BUSINESS Rollover IRA/Mutual Fund AGTHX FAIR MARKET VALUE © 52,000 - 510,000 ❑ 5100,001 - 51,000,000 ❑ $10,001 - $100,000 ❑ Over 51,000,000 NATURE OF INVESTMENT Mutual Fund ❑ Stock © Other (Describe) ❑ Partnership 0 Income Received of 50 - 5499 0 Income Received of 5500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 15 _j_/ 15 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE ❑ 52,000 - 510,000 ❑ 510,001 - 5100,000 ❑ 5100,001 - 51,000,000 ❑ Over 51,000,000 NATURE OF INVESTMENT ❑ Stock ❑ Other (Describe) ❑ Partnership 0 Income Received of 50 - 5499 0 Income Received of 5500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: / / 15 /_/ 15 ACQUIRED DISPOSED FPPC Form 700 (2015/2016) Sch. A -1 FPPC Advice Email: advice @fppc.ca.gov FPPC Toll -Free Helpline: 866/275 -3772 www.fppc.ca.gov SCHEDULE B Interests in Real Property (Including Rental Income) • ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS 1940 Franciscan Way CITY Alameda FAIR MARKET VALUE 0 $2,000 - $10,000 2 $10,001 - $100,000 0 max, - $1,000,000 0 Over $1,000,000 NATURE OF INTEREST 0 Ownership/Deed of Trust 2 Leasehold 1 IF APPLICABLE, LIST DATE: I 1_ - / 15 ACQUIRED DISPOSED 0 Easement Yrs. remaining Other IF RENTAL PROPERTY, GROSS INCOME RECEIVED 0 $0 - $499 0 $500 - $1,000 0 stool D $10,001 - $100,000 0 OVER $100,000 .CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name James H. Oddie • ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY FAIR MARKET VALUE 0 $2,000 - $10,000 0 $10,001 - $100,000 0 $100,001 - $1,000,000 0 Over $1,000,000 NATURE OF INTEREST 0 Ownership/Deed of Trust 0 Leasehold IF APPLICABLE, LIST DATE: /_/ 15 / / 15 ACQUIRED DISPOSED 0 Easement Yrs. remaining Olher IF RENTAL PROPERTY, GROSS INCOME RECEIVED - $10,000 0 $0 - $499 0 $500 - $1,000 0 $1,001 - $10,000 0 $10,001 - $100,000 0 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. 0 None 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 commercial lending institutions 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 % 0 None HIGHEST BALANCE DURING REPORTING PERIOD TERM (Months/Years) 1=1 $500 - $1,000 0 $10,001 - $100,000 o stool - $10,000 0 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 0 $500 - $1,000 0 $1,001 - $10,000 0 $10,001 - $100,000 0 OVER $100,000 0 Guarantor, if applicable 0 Guarantor, if applicable Comments: FPPC Form 700 (2015/2016) Sch. B FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) CALIFORNIA-FORM 700 - FAIR POLITICAL PRACTICES COMMISSION Name James H. Oddie ■ 1. INCOME FZECEIVED ■ 1. INCOME RECEIVED NAME OF SOURCE OF INCOME Variphy, Inc. ADDRESS (Bus jness Address Acceptab!e) 722 Old Jonas Hill Rd.. Lafayette, CA0454S BUSINESS ACTIVITY. IF ANY. OF SOURCE Software Sales YOUR BUSINESS POSITION Accounting and tax consulting GROSS INCOME RECEIVED CONSIDERATION FOR VVHICH INCOME WAS RECEIVED 0 Salary 0 domestic partners (For setf-employed use Schedule A-2.) 0 Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) []Salem (Real LJumnm»�mem LJcvmm/,omnv, [�n"nm/mcomo.�',"�""°`"mS,«mm�m=" (Describe) Consutling services Other " NAME OF SOURCE OF INCOM ADDRESS (Business Addres Acceptable) BUSINESS ACTIVIT'y IF ANY, OF SOURCE YOUR BUSINESS POSITION GROSS INCOME RECEIVED 0 5500 51,000 [] stool 'sio,000 ^ CONSIDERATION FOR WHICI-I INCOME WAS RECEIVED 0 Salary 0 Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) 0 Parinership (Less than 10% ownership. For 10% or greater use Schedule A-2.) OSale of 0 Loa repayment fl Commission or []Other meal property, ca, boat, 0(0.) El Rental tncome, list each source *m0,00oormore (Describe) You are not required to report loans from commercial lending institutions, 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 officiat status. Personal toans and toans 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 xm*soraAuAwusoumwonsponrwepsmoo []$500'$1,000 0 m.0o1 'mo,000 LJslo,00i'sioo,00 0 OVER 5100,000 Comments: INTEREST RATE w None TERM (MomhsN*ars) SECURITY FOR LOAN 0 None ID Personal residence 0 Real Property 0 Guarantor 0 Other Street address City FPPC Form 700 (2015/2016) Sch. C FPPC Advice Email: advice@fppc.ca.gov rppc Toll-Free ne|p|ine:nn6/27s's77z www.fppc.ca.gov SCHEDULE D Income _Gifts NAME OF SOURCE (Not an Acronym) League of California Cities ADDRESS (Business Addres Acceptable) 1400 K Street, 4th Floor, Sacramento BUSINESS ACTIVITY IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 01 , 20 15 50.00 Meal 02 08 15 22.00 WOU �eal 07 31 15 25.00 Meal Meal NAME OF SOURCE (Not an Acronym) AEC Living ADDRESS (Business Address Acceptable) 151G Oak St..#1UD. Alameda, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Assisting living facility management DATE (mnmu/yx ) VALUE 03 28 15 60.00 03 07 15 DESCR!PTION OF GIFT(S) Charity lunch ticket 350.00 Charity dinner tickets/2 NAME OF SOURCE (Not an Acronym) Consulate General Masato Watanabe ADDRESS (Business Addres Acceptable) 275 Battery St., Ste. 2100, San Francisco, CA BUSINESS ACTIVITY, IF ANY. OF SOURCE Japanese Consulate DATE (mm/dd/yy) 02 19 15 Comments: VALUE DESCRIPTION OF GIFT(S) 150.00 Meal CALIFOFZNIA FORM FAIR POLITICAL PRACTICES CONIMISSION Name James H. Oddie - NAME OF SOURCE (Not an Acronym) AT&T California ADDRESS (Bus!ness Address Acceptable) 525 Market St., Floor 19, San Francisco, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Communications omrEh^mmu/yy4 VALUE DESCRIPTION OF GIFT(S) 02 21 15 100.00 Charity dinne ticket _J I NAME OF SOURCE (Not an Acronym) Gil Dong ADDRESS (Business Address Acceptable) 3816 Grand Ave., Oakland, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 04 23 15 200D0 Charity dinner ticket • NAME op SOURCE (Not an Acronym) Asian Pacific American Labor Alliance ADDRESS (Business Addres Acceptable) 815 l6th Street NW, Washington, DC BUSINESS ACTIVIT'Y IF ANY, OF SOURCE DATE (mm/dmn ) VALUE DESCRIPTION OF GIFT(S) 02 11 15 65.00 Dinner FPPC Form 700 (2015/2016) Sch. D pppc Advice Email: advice@fppc.ca.mm MEM SCHEDULE D Income — Gifts • NAME OF SOURCE (Not an Acronym) Northern California Carpenters Regional Council ADDRESS (Business Address Acceptable) 265 Hegenberger Ave., Oakland, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Labor Union DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 10 15 15 167.00 Airfare 10 15 / 15 120.96 Hotel accomodations 10 15 15 35.00 Meal • NAME OF SOURCE (Not an Acronym) Pinot's Palette ADDRESS (Business Address Acceptable) 2210D South Shore, Alameda, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 08 07 / 15 130.00 Class, food/beverages / • NAME OF SOURCE (Not an Acronym) Gordon Galvan ADDRESS (Business Address Acceptable) PO Box 3101, San Leandro, CA 94578 BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd(yy) VALUE DESCRIPTION OF GIFT(S) 09 11 15 65.00 Charity dinner ticket Comments: CALIFORNIA FORM 700 PAIR POLITICAL PRACTICES COMMISSION Name James H. Oddie 1 • NAME OF SOURCE (Not an Acronym) Meyers Nave ADDRESS (Business Address Acceptable) 555 12th Street, Oakland, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Law firm DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 06 05 15 100.00 Charity dinner ticket s • NAME OF SOURCE (Not an Acronym) Group ADDRESS (Business Address Acceptable) 155 98th Ave., Oakland, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) 08 09 15 50.00 Meal / / • 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) FPPC Form 700 (2015/2016) Sch. D FPPC Advice Email: advice@fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov