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Kennedy_Kevin_2021_700 Statement of Economic InterestsSTATEMENT OF ECONOMIC INTERESTS COVER PAGE A PUBLIC DOCUMENT Leaving Office: Date Left Schedule C - Income, Loans, & Business Positions – schedule attached Schedule D - Income – Gifts – schedule attached Schedule E - Income – Gifts – Travel Payments – schedule attached // (Check one circle.) The period covered is January 1, 20212021, through the date of leaving office. The period covered is // Annual: The period covered is January 1, 2021,2021, through December 31, 20212021. The period covered is , through the date of leaving office. // 2. Jurisdiction of Office (Check at least one box) State Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) (Statewide Jurisdiction) Multi-County County of City of Other 3. Type of Statement (Check at least one box) , through December 31, 20212021. Assuming Office: Date assumed Candidate: Date of Election and office sought, if different than Part 1: 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 (month, day, year) // Agency Name (Do not use acronyms) NAME OF FILER (LAST) (FIRST) (MIDDLE) 1. Office, Agency, or Court Division, Board, Department, District, if applicable Your Position MAILING ADDRESS STREET CITY STATE ZIP CODE DAYTIME TELEPHONE NUMBER ( ) (Business or Agency Address Recommended - Public Document) EMAIL ADDRESS 5. Verification Signature (File the originally signed paper statement with your filing official.) ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: Position: -or- -or- 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 Schedule B - Real Property – schedule attached -or- None - No reportable interests on any schedule FPPC Form 700 - Cover Page (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 5 Date Initial Filing Received Filing Official Use Only Please type or print in ink. 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM Filed Date: 03/01/2022 12:53 PM SAN: 121700195-STH-0195 Filed Date: 03/01/2022 12:53 PM SAN: 121700195-STH-0195 Kennedy Kevin City of Alameda Finance Department City Treasurer Alameda 4 2263 Santa Clara Ave., Rm. 220 Alameda CA 94501 510 747-4881 kevin@KevinKennedyLLC.com 03/01/2022 12:53 PM Kevin Kennedy 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 ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS 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 $100,001 - $1,000,000 Over $1,000,000 IF APPLICABLE, LIST DATE:IF APPLICABLE, LIST DATE: / / 21 / / 21 / / 21 / / 21 ACQUIRED DISPOSED ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 IF APPLICABLE, LIST DATE:IF APPLICABLE, LIST DATE: / // // / 21 / / 21 ACQUIRED DISPOSED ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS 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) FAIR MARKET VALUE - $10,000 $10,001 - $100,000 $2,000 - $10,000 $10,001 - $100,000 $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 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) 21 21 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 $100,001 - $1,000,000 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: / / 21 / / 21 / / 21 / / 21 ACQUIRED DISPOSED ACQUIRED DISPOSED Comments: FPPC Form 700 - Schedule A-1 (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 7 700 FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM 21 21 21 21 21 21 21 21 21 21 21 21 Kevin Kennedy Bank of Marin Banking Canopy Growth Drug Manufacturer Valero Energy Energy Name SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Other NATURE OF INVESTMENT Partnership Sole Proprietorship IF APPLICABLE, LIST DATE: //// Name Address (Business Address Acceptable) Check one Trust, go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 21 21 $10,001 - $100,000 ACQUIRED DISPOSED $100,001 - $1,000,000 Over $1,000,000 NATURE OF INVESTMENT Partnership Sole Proprietorship Other YOUR BUSINESS POSITION ► IF APPLICABLE, LIST DATE: //// ACQUIRED DISPOSED IF APPLICABLE, LIST DATE: ////21 21 ACQUIRED DISPOSED INVESTMENT REAL PROPERTY Name of Business Entity, if Investment, or 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 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Yrs. remaining Check box if additional schedules reporting investments or real propertyare attached ►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) None or Names listed below IF APPLICABLE, LIST DATE: NATURE OF INTEREST Property Ownership/Deed of Trust Stock Partnership Leasehold Other Yrs. remaining Check box if additional schedules reporting investments or real propertyare attached ////21 21 ACQUIRED DISPOSED INVESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of Real Property Description of Business Activity or City or Other Precise Location of Real Property Check one box: FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 INCOME OF $10,000 OR MORE (Attach a separate sheet if necessary.) None or Names listed below 21 Comments: Name Address (Business Address Acceptable) FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 GENERAL DESCRIPTION OF THIS BUSINESS Check one Trust, go to 2 Business Entity, complete the box, then go to 2 ►2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) $0 - $499 $10,001 - $100,000 $500 - $1,000 OVER $100,000 $1,001 - $10,000 ►2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) $0 - $499 $10,001 - $100,000 $500 - $1,000 OVER $100,000 $1,001 - $10,000 700 YOUR BUSINESS POSITION FAIR POLITICAL PRACTICES COMMISSION CALIFORNIA FORM ►1. BUSINESS ENTITY OR TRUST 21 ►3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF FPPC Form 700 - Schedule A-2 (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 9 1. BUSINESS ENTITY OR TRUST ► LEASED BY THE BUSINESS ENTITY OR TRUST 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 Check one box: 21 21 21 21 21 21 21 21 Kevin Kennedy Kevin Kennedy, LLC 1516 Oak Street, Suite 101, Alameda CA 94501 Financial Planning LLC President, Managing Member SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) (Real property, car, boat, etc.)(Real property, car, boat, etc.) GROSS INCOME RECEIVED No Income - Business Position Only GROSS INCOME RECEIVED No Income - Business Position Only Name CALIFORNIA FORM FAIR POLITICAL PRACTICES COMMISSION 700 $500 - $1,000 $1,001 - $10,000 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 $10,001 - $100,000 OVER $100,000 ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION ► 1. INCOME RECEIVED NAME OF SOURCE OF INCOME ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE YOUR BUSINESS POSITION NAME OF LENDER* ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Months/Years) % None HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 Comments: ► 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: SECURITY FOR LOAN None Personal residence Real Property Guarantor Other CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Street address City (Describe) Other CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse’s or registered domestic partner’s income (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Other Loan repayment Loan repayment Commission or Rental Income, list each source of $10,000 or more Commission or Rental Income, list each source of $10,000 or more (Describe)(Describe) (Describe)(Describe) FPPC Form 700 - Schedule C (2021/2022) advice@fppc.ca.gov • 866-275-3772 • www.fppc.ca.gov Page - 13 Kevin Kennedy Bank of Marin 504 Redwood Blvd Suite 100 Novato CA 94947 Banking Director