1/10/2017 POFD Form POFD FORM COMPLETED Submission Date: 03/13/2016 FILER INFORMATION First Name: Alberta Last Name: Gardner Address: 1405 Matterhorn Way City, State Zip: Anchorage, Alaska 99508 Contact Phone: 9072239330 Alternate Phone: 9072239330 Fax (Optional): Nothing to Report Email: bertag@brownbearsoftware.com Partner Type: Spouse Spouse/Domestic Partner Name: Michael D Gardner Dependent Children: 0 Non­Dependent Children: 0 Names of Non­Dependent Children living with filer: PURPOSE OF FILING Report Year: 2016 Report Dates: From 01/01/2015 Through 12/31/2015 Filing As: Office Holder Branch: Legislative Position: Senator Report Type: Annual INCOME Owner Filer Type Salaried Detail State of Alaska Description Legislator Amount $20,000 ­ $50,000 PO Box 110204 Juneau, Alaska 99811­0204 Spouse Rental Full­time From: 01/01/2015 Through 12/31/2015 Time Worked: Tenant: Katie Bruggeman & Landon Small https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=11996 $10,000 ­ $20,000 1/5 1/10/2017 POFD Form Owner Type Detail Spouse Rental Tenant: Kelly Nesvacil Spouse Rental Tenant: Daphne Kopperud Filer Alaska Permanent Fund Dividend Alaska Permanent Fund Dividend Brown Bear Software Dividend or Interest Spouse Dividend or Interest Filer Self Employment Description Custom Calendar work Amount $10,000 ­ $20,000 $10,000 ­ $20,000 $2,000 ­ $5,000 $2,000 ­ $5,000 $50,000 ­ $100,000 Full­time From: 01/01/2015 Through 12/31/2015 Time Worked: Client Names Lifetouch Church Directories Social Security Administration Client Amount $2,000 ­ rbatchelor@lifetouch.com $5,000 $1,000 ­ rmiller@ssa.gov $2,000 Client Addresses INTERESTS Owner Filer Filer Type Business Real Property Spouse Real Property Detail Business Name: Brown Bear Software Description Design and sale of software, hosting services Interest Position / Type: Partner 1405 Matterhorn Way Anchorage, Alaska 99508 1405 Ownership Interest: 50% Matterhorn Way, Anchorage, Alaska 99508 1405 Ownership Interest: 50% Matterhorn Way Anchorage, Alaska 99508 https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=11996 2/5 1/10/2017 Owner Filer POFD Form Type Detail Real Property 2220 North Star #4 Anchorage, Alaska 99508 Spouse Real 2220 North Property Star #4 Anchorage, Alaska 99508 Filer Real 900 Property Goldbelt Juneau, Alaska 99801 Spouse Real 900 Property Goldbelt Juneau, Alaska 99801 Spouse Beneficial Managed By: Charles Schwab Filer Beneficial Managed By: Charles Schwab Spouse Beneficial Managed By: Charles Schwab Description Interest Ownership Interest: 50% Ownership Interest: 50% Ownership Interest: 50% Ownership Interest: 50% WOODWARD INC AMERICAN FD GROWTH FD OF AMERICA CL A AMERICAN FD INV CO OF A MERICA CL A AMERICAN FD NEW PERSPECTI VE CL A AIRCASTLE LIMITED F BROCADE COMMUNS SYS CATERPILLAR INC CHICAGO BRIDGE &IR ON F ADR 1 ADR REPS ORD SHS COMSCORE INC ENERNOC INC E­TRADE FINANCIAL CO F EDEX CORPORATION INTEL CORP J M SMUC KER CO NORFOLK SOUTHERN CO NORTEL N ETWORKS CP NEXXX REGISTRATION REVOK ED BY SEC EFF 10/14/15 PROCTER & GAMBLE SPLUNK INC SYCAMORE NETWRKS INC TIME INC TIME WARNER CABLE TIME WARNER INC UNIFI INC WEB.COM GROUP INC YAHOO INC CHARLES SCHWAB US REIT ETF MEDLEY CA PITAL CORP VANGUARD FTSE EMERGING MA RK ETF IV DRIEHAUS INTL SMALL CAP GROW TH SCHWAB CORE EQUITY FUND SCHWAB IN TL INDEX FUND SCHWAB TOTAL STOCK MKT I NDEX VANGUARD EMRG MKTS STK INDEX FD INV SHRS 3D SYSTEMS CORP CHARLES SCHWAB US R EIT ETF SCHWAB S&P 500 INDEX FD https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=11996 Ownership: 100% Ownership: 100% Ownership: 100% 3/5 1/10/2017 Owner POFD Form Type Detail Filer, Beneficial Managed Spouse By: Charles Schwab Filer, Beneficial Managed Spouse By: Charles Schwab Description Interest 3D SYSTEMS CORP AIRCASTLE LIMITED F AL PHABET INC. CLASS A ALPHABET INC. CLASS C AMAZON COM INC APPLE INC BANK OF HA WAII CORP CHICAGO BRIDGE &IRON F ADR 1 ADR REPS ORD SHS ENERNOC INC ENI S P A SPON F ADR 1 ADR REPS 2 ORD SHS E­TRAD E FINANCIAL CO FORD MOTOR COMPANY GE NERAL ELECTRIC CO IBM CORP IMPERVA INC INTEL CORP J M SMUCKER CO JOHNSON & J OHNSON MICROSOFT CORP NIMBLE STORA GE INC PALO ALTO NETWORKS SYNCHRONY FINANCIAL TERRA NITROGEN CO LP LP TESL A MOTORS INC CHARLES SCHWAB US MC ET F CHARLES SCHWAB US REIT ETF ISHARES MSCI AL CRY WRLD MIN ETF ISHARES MSCI B RAZIL CAPPED ETF NORTH EUROPEAN OIL R OYALTY UNT PROSHARES ULTRA OIL & GAS ETF COLUMBIA EMERGING MRKTS FUND CL Z DREYFUS SMALL CAP STOCK INDEX DRIEH AUS INTL SMALL CAP GROWTH JANUS GLOB AL REAL ESTATE T MATTHEWS ASIA GROWT H FD INV PROFUNDS NASDAQ 100 FUND INV CL SCHWAB INTL INDEX FUND SCHWAB S&P 500 INDEX FD SCOUT INTL FD VANGUARD SM ALL CAP INDEX FD INV SHRS VANGUARD TOT AL STOCK MKT INDEX FD INVESTOR SHARE AIRCASTLE LIMITED F CHEVRON CORPORATI ON LENOVO GROUP LTD F ADR 1 ADR REPS 20 ORD SHS NORTH EUROPEAN OIL ROYALT Y UNT PROFUNDS NASDAQ 100 FUND INV CL Ownership: 100% Ownership: 100% LOANS AND DEBTS Owner Type Name Filer, Domestic Partner Lender Wells Fargo Home Mortgage Address: PO Box 10335 Des Moines, Iowa 50306 Filer, Spouse Original Loan Amount: $236,660.00 Balance Amount: $210,000.00 Interest Rate: 4.5% Lender Seneca Mortgage Address: 611 Jamison Rd Elma, Nebraska 14059 Original Loan Amount: $172,000.00 Balance Amount: $168,000.00 Interest Rate: 3.5% LEASES Owner Type of Lease Lease/Contract ID Interest Status Description No Leases / Nothing to Report https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=11996 4/5 1/10/2017 POFD Form CLOSE ECONOMIC ASSOCIATIONS Person Disclosing Association Filer, Spouse Associated Person Description Katie Bruggeman Katie is a legislative staffer who rents the condo we own at 2 220 North Star #4 in Anchorage. LOBBYIST PARTNER EMPLOYERS Name Address Compensation No Lobbyist Partner Employers / Nothing to Report https://aws.state.ak.us/ApocReports/POFD/View.aspx?ID=11996 5/5