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Boller 700 STATEMENT OF ECONOMIC INTEREST � _ I CALIFORNIA FORM 700 Fn,Aerrr �i o FAIR POLITICAL PRACTICES COMMISSION COVER PAGE A PUBLIC DOCUMENT AUG 06 2024 Please type or print in ink. `� /� NAME OF FILER (LAST) (FIRST) (MIDDLE) CITY ALA OF ty CuA Boller Gregory Wiuial ICY CLERK'S OFFICE 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Alameda Division, Board, Department, District,if applicable Your Position City Councilmember ► 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 L Judge, Retired Judge,Pro Tem Judge,or Court Commissioner (Statewide Jurisdiction) ❑Multi-County C County of 0 City of Alameda ❑Other 3. Type of Statement (Check at least one box) ❑ Annual: The period covered is January 1, 2023, through ❑ Leaving Office: Date Left I I December 31, 2023. (Check one circle.) -or- The period covered is I I ,through ❑ The period covered is January 1,2023,through the date December 31, 2023. -or-of leaving office. Assuming Office: Date assumed—J—/ ❑ The period covered is_J—J , through the date of leaving office. 0 Candidate: Date of Election 11/5/2024 and office sought, if different than Part 1: 4. Schedule Summary (required) ► Total number of pages including this cover page: Schedules attached i 0 II Schedule A-1 -Investments—schedule attached Schedule C- Income,Loans, &Business Positions—schedule attached o 4 I Schedule A-2-Investments—schedule attached Schedule D-Income—Gifts—schedule attached a Property—schedule attached _ Schedule E- Income—Gifts— Travel Payments—schedule attached • or- None- No reportable interests on any schedule 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended-Public Document) 1225 Fallon Street#900, Oakland CA 94612 DAYTIME TELEPHONE NUMBER EMAIL ADDRESS ( 510 ) 764-3008 greg.boller@gmail.com 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. Date Signed 8/4/2024 Signature ; (month,day,year) (File the onginaly signed pecer5tatement with your tiling official) FPPC Form 700-Cover Page (2023/2024) advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov Page-5 SAN:r021900238-ACH-0238 Statement Id: 5403 SCHEDULE A-1 CALIFORNIA FORM 700 Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Gregory William Boller Investments must be itemized. Do not attach brokerage or financial statements. ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY U.S. Bancorp(USB) Caterpillar(CAT) GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Banking Machinery, Engines, Financial Products, Insurance FAIR MARKET VALUE FAIR MARKET VALUE ❑$2,000-$10,000 ❑$10,001 -$100,000 ❑$2,000-$10,000 ®$10,001 -$100,000 ®$100,001 -$1,000,000 ❑Over$1,000,000 0$100,001 -$1,000,000 0 Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ® Stock ❑Other ® Stock 0 Other (Describe) (Describe) ❑ Partnership Hlncome Received of$0-$499 ❑ Partnership Income Received of$0-$499 Income Received of$500 or More(Report on Schedule C) ®Income Received of$500 or More(Report on Schedule c) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE: A-CQUIRED DISPOSED ACQUIRED DISPOSED I. NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY Apple Inc. (APPL) T. Rowe Price (TROW) GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Computers Mutual Funds FAIR MARKET VALUE FAIR MARKET VALUE 0$2,000-$10,000 0$10,001 -$100,000 ®$2,000-$10,000 0$10,001 -$100,000 ®$100,001 -$1,000,000 ❑Over$1,000,000 0$100,001 -$1,000,000 0 Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ® Stock ❑Other © Stock ❑Other _ (Describe) (Describe) ❑ Partnership ['Income Received of$0-$499 ❑ Partnership Income Received of$0-$499 ['Income Received of$500 or More(Report on Schedule C) ®Income Received of$500 or More(Report on Schedule C) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE: AC- QUIRED DISPOSED ACQUIRED DISPOSED I. NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY Intel Corp. (INTO) GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Semiconductor Chips FAIR MARKET VALUE FAIR MARKET VALUE ❑$2,000-$10,000 ®$10,001 -$100,000 ❑ $2,000-$10,000 0 $10,001 -$100,000 ❑$100,001 -$1,000,000 0 Over$1,000,000 0 $100,001 -$1,000,000 0 Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ® Stock 0 Other ❑ Stock 0 Other (Describe) (.3escri be) ❑ Partnership Income Received of$0-$499 ❑ Partnership Income Received of$0-$499 ®Income Received of$500 or More(Report on Schedule C) Income Received of$500 or More(Report on Schedule c) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE: AC- QUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700-Schedule A-1 (2023/2024) advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov SAN,:021900238-ACH-0238 Statement Id: 5403 SCHEDULE A-2 CALIFORNIA FORM 700 Investments, Income, and Assets FAIR POLITICAL PRACTICES COMMISSION Name of Business Entities/Trusts (Ownership Interest is 10% or Greater) Gregory William Boller ► 1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUST Carl & Margaret Boller Trust C William C. Boller Maximum Benefit Trust Name Name 2842 LINCOLN AVENUE ALAMEDA CA 2842 LINCOLN AVENUE ALAMEDA CA Address(Business Address Acceptable) Address(business Address Acceptable) Check one Check one ® Trust,go to 2 ❑ Business Entity,complete the box, then go to 2 El Trust,go to 2 ❑ Business Entity,complete the box, then go to 2 [GENERAL DESCRIPTION OF THIS BUSINESS !GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑$0-$1,999 0$0-$1,999 ❑$2,000-$10,000 -1-./_ _I_I_ 0 $2,000-$10,000 _1_1_ _l_l ❑$10,001 -$100,000 ACQUIRED DISPOSED ❑ $10,001 -$100,000 ACQUIRED DISPOSED ❑$100,001 -$1,000,000 ❑ $100,001 -$1,000,000 ❑Over$1,000,000 0 Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑Sole Proprietorship 0 other 0 Partnership 0 Sole Proprietorship CIOther • YOUR BUSINESS POSITION YOUR BUSINESS POSITION • ► 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RATA 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST) SHARE OF THE GROSS INCOME IQ THE ENTITY/TRUST) ❑X $0-$499 0$10,001 -$100,000 ®$0-$499 ❑$10,001 -$100,000 ❑$500-$1,000 0 OVER $100,000 0$500-$1,000 0 OVER$100,000 ❑$1,001 -$10,000 ❑$1,001 -$10,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF$10,000 OR MORE(Attach a separate sheet if necessary.) INCOME OF$10,000 OR MORE(Attach a separate sheet if necessary.) ® None or ❑Names listed below ® None or • Names listed below ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED fa THE BUSINESS ENTITY OR TRUST LEASED By THE BUSINESS ENTITY OR TRUST Check one box: Check one box: ® INVESTMENT ❑ REAL PROPERTY © INVESTMENT ❑ REAL PROPERTY See attached list. See attached list. Name of Business Entity, if Investment,gt Name of Business Entity, if Investment,gt: Assessor's Parcel Number or Street Address of Real Property Assessor's Parcel Number or Street Address of Real Property See attached list. See attached list. Description of Business Activity gj Description of Business Activity gL City or Other Precise Location of Real Property City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑$2,000-$10,000 0$2,000-$10,000 ❑$10,001 -$100,000 ____J__J _I_I 0$10,001 -sic°,000 _J_1 __(_l_ O$100,001 -$1,000,000 ACQUIRED DISPOSED ©$100,001 -$1,000,000 ACQUIRED DISPOSED ❑Over$1,000,000 ❑Over$1,000,000 NATURE OF INTEREST NATURE OF INTEREST ❑ Property Ownership/Deed of Trust ®Stock 0 Partnership ❑ Property Ownership/Deed of Trust ®Stock 0 Partnership ❑Leasehold 0 Other 0 Leasehold ❑Other Yrs.remaining Yrs.remaining ❑Check box if additional schedules reporting investments or real property 0 Check box if additional schedules reporting investments or real property are attached are attached Comments: FPPC Form 700-Schedule A-2 (2023/2024) advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov ' r (CANDIDATE)2024 ATTACHMENT TO FPPC FORM 700(GREG BOLLER) CARL&MARGARET BOLLER TRUST C,2842 LLNCOLN AVE.,ALAMEDA,CA 94501 Stocks with fair market value$2,000 to$10,000 Alliance Bernstein Holding(equity research firm,investing) Freemont McMoran(copper&gold) Stanley,Black and Decker(hand tools) T.Rowe Price(mutual funds) Pfizer(health products) Pfizer(health products) Walgreens(retail and pharmacy) Stocks with fair market value$10,001 to$100,000 AbbVie(biopharmaceuticals) Archer-Daniels-Midla(ADM)(food processing and commodities) Bristol Myers Squibb(health products) Exxon Mobil(oil and gas) Citi Bank(banking) Crown Holdings Inc.(bottle caps) Holly Frontier(HF Sinclair)(gas,diesel,jet fuel,lubricants,asphalt) Home Depot(retail) Honeywell International(electronic and scientific instruments) Mondelez Industries(food) Newmont Mining Corp.(gold,silver&copper mining) Oracle Corp.(software) Procter&Gamble(personal care products) Prudential Insurance Co.(insurance) Royal Dutch Shell(oil and gas) Texas Instruments(computers&semiconductors) U.S.Bank(banking) Valero Energy(fuels,petrochemicals,power) Verizon(wireless networks) Stocks with fair market value$100,001 to$1,000,000 Cummings Inc.(diesel engines) WILLIAM C.BOLLER MAXIMUM BENEFIT TRUST,2842 LINCOLN,ALAMEDA,CA 94501 Stocks with fair market value$2.000 to S10.000 Allegion(home and business securities) CVS Health(healthcare) Exelon(utilities) Freemont McMoran(copper&gold) Johnson&Johnson(health products) Stanley,Black and Decker(hand tools) Universal Electronics Inc.(electronics) Verizon(wireless networks) Walgreens(retail and pharmacy) Wheaton Precious Metals(precious metals streaming) Stocks with fair market value$10.001 to$100.000 3M(manufacturing)sold 2023 AbbVie(biopharmaceuticals) American Electric Power(electrical power) American Express(credit cards) Archer-Daniels-Midla(ADM)(food processing and commodities) Bristol Myers Squibb(health products) Chevron Corp.(oil) Exxon Mobil(oil and gas) HollyFrontier(HF Sinclair)(gas,diesel,jet fuel,lubricants,asphalt) Pfizer(health products) Prudential Insurance Co.(insurance) Royal Dutch Shell(oil and gas) Southern Co.(electrical power) Trane Technologies(industrial manufacturing) Travelers Companies(insurance) T.Rowe Price(mutual funds)acquired 2023 U.S.Bancorp(banking) Valero Energy(fuels,petrochemicals,power) .SAN; 021900238-ACH-0238 Statement Id: 5403 SCHEDULE A-2 CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Investments, Income, and Assets of Business Entities/Trusts Name (Ownership Interest is 10% or Greater) Gregory William Boller ►1. BUSINESS ENTITY OR TRUST • 1. BUSINESS ENTITY OR TRUST- William C. Boller Maximum Benefit Trust William C. Boller Maximum Benefit Trust Name Name 2842 LINCOLN AVENUE ALAMEDA CA 2842 LINCOLN AVENUE ALAMEDA CA Address(Business Address Acceptable) Address(Business Address Acceptable) Check one Check one 0 Trust,go to 2 ❑ Business Entity, complete the box, then go to 2 0 Trust,go to 2 0 Business Entity,complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS • FAIR MARKET VALUE IF APPLICABLE, LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑$0-$1,999 '❑$0-$1,999 ❑$2,000-$10,000 -/- -J__(- ❑$2,000-$10,000 -J_/_ _1___J___ ❑$10,001 -$100,000 ACQUIRED DISPOSED :❑$10,001 -$100,000 ACQUIRED DISPOSED El$100,001 -$1,000,000 I❑$100,001 -$1,000,000 ❑Over$1,000,000 ❑Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑Sole Proprietorship 0 0 Partnership 0 Sole Proprietorship 0 Other Other YOUR BUSINESS POSITION IYOUR BUSINESS POSITION ► 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RATA 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) ®so-$499 ❑$10,001 -$100,000 ®$0-$499 0$10,001 -$100,000 ❑$500-$1,000 0 OVER$100,000 0$500-$1,000 0 OVER$100,000 ❑$1,001 -$10,000 ❑$1,001 -$10,000 ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF ► 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF$10,000 OR MORE(Attach a separate sheet if necessary.) INCOME OF$10,000 OR MORE(Attach a separate sheet if necessary.) ❑X None or 0 Names listed below ® None or ■ Names listed below ► 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED B1 THE BUSINESS ENTITY OR TRUST LEASED @Y THE BUSINESS ENTITY OR TRUST Check one box: Check one box: ❑ INVESTMENT ® REAL PROPERTY 0 INVESTMENT ® REAL PROPERTY 2406 Eagle Avenue,Alameda CA 94501 202 Carob Lane, Alameda CA 94502 Name of Business Entity,if Investment,g!; Name of Business Entity, if Investment,g( Assessor's Parcel Number or Street Address of Real Property Assessor's Parcel Number or Street Address of Real Property Rental Property Rental Property Description of Business Activity of Description of Business Activity 1 City or Other Precise Location of Real Property City or Other Precise Location of Real Property FAIR MARKET VALUE IF APPLICABLE,LIST DATE: FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000-$10,000 0$2,000-$10,000 ❑ $10,001 -$100,000 _ /___/ _/_/ 0$10,001 -$100,000 _/_/ _i__J 0 $100,001 -$1,000,000 ACQUIRED DISPOSED 0$100,001 -$1,000,000 ACQUIRED DISPOSED ❑Over$1,000,000 0 Over$1,000,000 NATURE OF INTEREST NATURE OF INTEREST © Property Ownership/Deed of Trust ❑Stock 0 Partnership ® Property Ownership/Deed of Trust 0 Stock 0 Partnership ❑ Leasehold ❑Other 0 Leasehold 0 Other Yrs.remaining Yrs. remaining ❑Check box if additional schedules reporting investments or real properly ❑Check box if additional schedules reporting investments or real property are attached are attached Comments: FPPC Form 700 -Schedule A-2 (2023/2024) advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov