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Boller Form 700 Assuming Office CALIFORNIA FORM 700 STATEMENT OF ECONOMIC INTERESTS FAIR POLITICAL PRACTICES COMMISSION COVER PAGE A PUBLIC DOCUMENT Filed Date: 01/16/2025 07:29 AM SAN: FPPC Please type or print in ink. NAME OF FILER (LAST) (FIRST) (MIDDLE) Boller Gregory 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Alameda Division, Board, Department, District, if applicable Your Position City Council Member ► 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 ❑County of x❑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 December 31, 2023. (Check one circle.) -or- The period covered is I / , through O The period covered is January 1, 2023, through the date December 31, 2023. -or-of leaving office. 0Assuming Office: Date assumed 12 t 17 / 2024 0 The period covered is I I , through the date of leaving office. ❑ Candidate: Date of Election and office sought, if different than Part 1: 4. Schedule Summary (required) ► Total number of pages including this cover page: 6 Schedules attached ❑x Schedule A-1 - Investments—schedule attached ❑ Schedule C - Income, Loans, & Business Positions—schedule attached x❑ Schedule A-2 - Investments—schedule attached ❑ Schedule D - Income— Gifts—schedule attached ❑ Schedule B-Real 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) 2263 Santa Clara Avenue Alameda CA 94501-4479 DAYTIME TELEPHONE NUMBER EMAIL ADDRESS ( 510 )747-4800 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 01/16/2025 07:29 AM Signature Gregory Boller (month,day,year) (File the originally signed paper statement with your filing official.) FPPC Form 700 -Cover Page (2023/2024) advice@fppc.ca.gov•866-275-3772•www.fppc.ca.gov Page-5 SCHEDULE A-1 CALIFORNIA FORM 700 Investments FAIR POLITICAL PRACTICES COMMISSION Stocks, Bonds, and Other Interests Name (Ownership Interest is Less Than 10%) Investments must be itemized. Gregory Boller 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 E $10,001 -$100,000 E $100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ▪ Stock Other �X Stock ❑Other (Describe) (Describe) Partnership 0 Income Received of$0-$499 Partnership Q Income Received of$0-$499 Q 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: IF APPLICABLE, LIST DATE: AC- QUIRED DISPOSED ACQUIRED DISPOSED ► 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 ❑ $2,000-$10,000 ❑ $10,001 -$100,000 E $2,000-$10,000 ❑ $10,001 -$100,000 E $100,001 -$1,000,000 ❑ Over$1,000,000 ❑ $100,001 -$1,000,000 ❑ Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ▪ Stock Other �X Stock ❑Other (Describe) (Describe) ▪ Partnership 0 Income Received of$0-$499 Partnership Q Income Received of$0-$499 Q Income Received of$500 or More(Report on Schedule C) Q Income Received of$500 or More(Report on Schedule C) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE: AC- QUIRED DISPOSED ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY Intel Corp. (INTC) 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 ❑ $10,001 -$100,000 ▪$100,001 -$1,000,000 Over$1,000,000 111 $100,001 -$1,000,000 Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT �X Stock ❑Other ❑ Stock Other (Describe) (Describe) ▪ Partnership 0 Income Received of$0-$499 Partnership Q Income Received of$0-$499 Q Income Received of$500 or More(Report on Schedule C) Q 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 Page-7 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 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 ❑x Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 x❑ 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-$1,999 ❑$2,000-$10,000 $2,000-$10,000 ❑$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 ❑ Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑Sole Proprietorship ❑ Other ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION YOUR BUSINESS POSITION ►2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) X❑$0-$499 ❑$10,001 -$100,000 ❑X $0-$499 ❑$10,001 -$100,000 ❑$500-$1,000 ❑ OVER$100,000 ❑$500-$1,000 ❑ 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 ❑ Names listed below ❑X None or ❑ Names listed below ►4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: Check one box: ❑X INVESTMENT ❑ REAL PROPERTY ❑X INVESTMENT ❑ REAL PROPERTY SEE ATTACHED SEE ATTACHED Name of Business Entity, if Investment, or Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Assessor's Parcel Number or Street Address of Real Property Equity Trading Equity Trading Description of Business Activity or Description of Business Activity or 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 ❑ $2,000-$10,000 ❑ $10,001 -$100,000 $10,001 -$100,000 ❑X $100,001 -$1,000,000 ACQUIRED DISPOSED ❑X $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 ❑X Stock ❑ Partnership ❑ Property Ownership/Deed of Trust ❑X Stock ❑ Partnership ❑ Leasehold ❑ Other ❑ Leasehold ❑Other Yrs.remaining Yrs.remaining ❑X Check box if additional schedules reporting investments or real property ❑X 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 Page-9 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 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 ❑x Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 x❑ 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-$1,999 ❑$2,000-$10,000 $2,000-$10,000 ❑$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 ❑ Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑Sole Proprietorship ❑ Other ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION YOUR BUSINESS POSITION ►2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) X❑$0-$499 ❑$10,001 -$100,000 ❑X $0-$499 ❑$10,001 -$100,000 ❑$500-$1,000 ❑ OVER$100,000 ❑$500-$1,000 ❑ 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 ❑ Names listed below 0 None or ❑ Names listed below ►4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: Check one box: ❑ INVESTMENT ❑X REAL PROPERTY ❑ INVESTMENT ❑X REAL PROPERTY 2406 Eagle Avenue, Alameda CA 94501 202 Carob Lane, Alameda CA 94502 Name of Business Entity, if Investment, or Name of Business Entity, if Investment, or 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 or Description of Business Activity or 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 ❑ $2,000-$10,000 ❑ $10,001 -$100,000 $10,001 -$100,000 ❑X $100,001 -$1,000,000 ACQUIRED DISPOSED ❑X $100,001 -$1,000,000 ACQUIRED DISPOSED ❑ Over$1,000,000 ❑ Over$1,000,000 NATURE OF INTEREST NATURE OF INTEREST ❑X Property Ownership/Deed of Trust ❑Stock ❑ Partnership ❑X Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other ❑ Leasehold ❑Other Yrs.remaining Yrs.remaining ❑ Check box if additional schedules reporting investments or real property ❑ 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 Page-9 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 Boller ► 1. BUSINESS ENTITY OR TRUST 1. BUSINESS ENTITY OR TRUST Bonnie Boller Trust Name Name 3239 Briggs Avenue, Alameda, CA 94501 Address (Business Address Acceptable) Address (Business Address Acceptable) Check one Check one ❑x Trust, go to 2 ❑ Business Entity, complete the box, then go to 2 ❑ 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-$1,999 ❑$2,000-$10,000 $2,000-$10,000 ❑$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 ❑ Over$1,000,000 NATURE OF INVESTMENT NATURE OF INVESTMENT ❑ Partnership ❑Sole Proprietorship ❑ Other ❑ Partnership ❑ Sole Proprietorship ❑ Other YOUR BUSINESS POSITION YOUR BUSINESS POSITION ►2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, 2. IDENTIFY THE GROSS INCOME RECEIVED(INCLUDE YOUR PRO RAT, SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) X❑$0-$499 ❑$10,001 -$100,000 ❑ $0-$499 ❑$10,001 -$100,000 ❑$500-$1,000 ❑ OVER$100,000 ❑$500-$1,000 ❑ 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 ❑ 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 BY THE BUSINESS ENTITY OR TRUST LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: Check one box: ❑ INVESTMENT ❑X REAL PROPERTY ❑ INVESTMENT ❑ REAL PROPERTY 3241 Briggs Avenue, Alameda, CA 94501 Name of Business Entity, if Investment, or Name of Business Entity, if Investment, or Assessor's Parcel Number or Street Address of Real Property Assessor's Parcel Number or Street Address of Real Property Rental Property Description of Business Activity or Description of Business Activity or 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 ❑ $2,000-$10,000 ❑ $10,001 -$100,000 ❑ $10,001 -$100,000 ❑X $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 ❑X Property Ownership/Deed of Trust ❑Stock ❑ Partnership ❑ Property Ownership/Deed of Trust ❑ Stock ❑ Partnership ❑ Leasehold ❑ Other ❑ Leasehold ❑Other Yrs.remaining Yrs.remaining ❑ Check box if additional schedules reporting investments or real property ❑ 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 Page-9 SCHEDULE A-2 CALIFORNIA FORM 700 Attachment FAIR POLITICAL PRACTICES COMMISSION Name Gregory Boller BUSINESS ENTITY OR TRUST : Carl & Margaret Boller Trust C Names of Business Entities,if Investments,or Assessor's Parcel Numbers or Street Addresses of Real Properties Stocks with fair market value $2,000 to $10,000 Alliance Bernstein Holding (equity research firm, investing) Freemont McMoran (copper&gold) Holly Frontier(HF Sinclair) (gas, diesel,jet fuel, lubricants, asphalt) Stanley, Black and Decker(hand tools) T. Rowe Price (mutual funds) 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) 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) BUSINESS ENTITY OR TRUST : William C. Boller Maximum Benefit Trust Names of Business Entities,if Investments,or Assessor's Parcel Numbers or Street Addresses of Real Properties Stocks with fair market value $2,000 to $10,000 Allegion (home and business securities) CVS Health (healthcare) Exelon (utilities) Freemont McMoran (copper&gold) HollyFrontier(HF Sinclair) (gas, diesel,jet fuel, lubricants, asphalt) Johnson &Johnson (health products) Stanley, Black and Decker(hand tools) Universal Electronics Inc. (electronics) Verizon (wireless networks)Walgreens (retail and pharmacy) Stocks with fair market value $10,001 to $100,000 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) Genuine Parts Co. (auto parts) acquired 2024 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) U.S. Bancorp (banking)Valero Energy (fuels, petrochemicals, power)Wheaton Precious Metals (precious metals streaming)