081300033-NFH-0033 CALIFORNIA FORM 700 ln tial l ng Received STATEMENT OF ECONOMIC INTERESTS E-Filed 03/02/2016 10:19:26 FAIR POLITICAL PRACTICES COMMISSION COVER PAGE A PUBLIC DOCUMENT Filing ID: 158997798 NAME OF FILER (FIRST) (LAST) (MIDDLE) Sherman, Scott ' ( ( Agency Name !D not use acronyms# CITY OF SAN DIEGO Division, B % ( % ( % ) & Councilmembers Candidate for Council District 7 * % !D not use acronyms# + ' *SEE ATTACHED FOR ADDITIONAL POSITIONS & ' % & (Check at least one box) State Court Commissioner !" # Multi-County County of San Diego X City of Other " # $ (Check at least one box) X The period covered is January 1, 2015, through , , Date Left (Check one) December 31, 2015 The period covered is / / / Election Year ) $$ ($ $ ) / The period covered is January 1, 2015, through the date of , through December 31, 2015 $ Date assumed / The period covered is / / / , through the date and o % & ' „ # $. ,' , Investments – schedule attached 7 X , Income, Loans, & Business Positions – schedule attached X ,% , Investments – schedule attached X ! , – schedule attached - , Real Property – schedule attached 1 , – schedule attached , , 2 , No reportable interests on any schedule / 0 .+ 4 56 +((78"" "97889 (Business or Agency Address Recommended - Public Document) : 9) "9+98 San Diego (+)9 .8 9848&<$58 5=.>87 ( CA ; & :$(8 92120 8-.+IL +DDRESS ) ! 03/02/2016 (month, day, year) Scott Sherman FPPC Form 700 (2015/2016) FPPC Advice Email: advice @ fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov 081300033-NFH-0033 STATEMENT OF ECONOMIC INTERESTS COVER PAGE Expanded Statement Attachment CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION Name Scott Sherman * This table lists all positions including the primary position listed in the Office, Agency, or Court section of the Cover Page. Agency Division/Board/Dept/District Position Type of Statement CITY OF SAN DIEGO Councilmembers Councilmember District 7 Annual 1/1/2015 - 12/31/2015 CITY OF SAN DIEGO Councilmembers Candidate for Council District 7 Annual 1/1/2015 - 12/31/2015 CITY OF SAN DIEGO Public Facilities Financing Authority Member Annual 1/1/2015 - 12/31/2015 CITY OF SAN DIEGO Audit Committee Audit Committee Member Annual 1/1/2015 - 12/31/2015 FPPC Form 700 (2015/2016) Expanded Statement FPPC Advice Email: advice @ fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov 081300033-NFH-0033 SCHEDULE A-2 + 5 + of Business Entities/Trusts 700 CALIFORNIA FORM FAIR POLITICAL PRACTICES COMMISSION Name "<5 ; O “ N % Sherman, Scott „ 1. BUSINESS ENTITY OR TRUST „ 1. BUSINESS ENTITY OR TRUST 5th Avenue Insurance Services Name Name San Diego, CA 92108 Address (Business Address Acceptable) Address (Business Address Acceptable) Check one Trust, go to 2 Check one Trust, go to 2 X Business Entity, complete the box, then go to 2 Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS Independent Insurance Agency IF APPLICABLE, LIST DATE: FAIR MARKET VALUE $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 X $100,001 - $1,000,000 Over $1,000,000 / / / ACQUIRED NATURE OF INVESTMENT Partnership Sole Proprietorship FAIR MARKET VALUE / DISPOSED IF APPLICABLE, LIST DATE: $0 - $1,999 $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 / / / ACQUIRED NATURE OF INVESTMENT Partnership Sole Proprietorship X Stock Other Other YOUR BUSINESS POSITION Insurance Agent YOUR BUSINESS POSITION „ 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) $0 - $499 $500 - $1,000 $1,001 - $10,000 or „ 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRUST) $0 - $499 $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 X OVER $100,000 „ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF +.!&,' &" 4 &; ,&;' (Attach a separate sheet if necessary.) X None / DISPOSED $10,001 - $100,000 OVER $100,000 „ 3. LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OF +.!&,' &" 4 &; ,&;' (Attach a separate sheet if necessary.) None Names listed below „ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST or Names listed below „ 4. INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD OR LEASED BY THE BUSINESS ENTITY OR TRUST Check one box: Check one box: INVESTMENT REAL PROPERTY INVESTMENT REAL PROPERTY Name of Business Entity, if Investment, or Assessor’s Parcel Number or Street Address of 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 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 FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,000 $100,001 - $1,000,000 Over $1,000,000 IF APPLICABLE, LIST DATE: / NATURE OF INTEREST : <5 ~[ K Leasehold / ACQUIRED Stock / / DISPOSED Partnership Other / Leasehold / ACQUIRED NATURE OF INTEREST : <5 ~[ K + Check box if additional schedules reporting investments or real property are attached IF APPLICABLE, LIST DATE: Stock / / DISPOSED Partnership Other + Check box if additional schedules reporting investments or real property are attached Comments: Includes Spouse's Income From Fifth Avenue Insurance FPPC Form 700 (2015/2016) Sch. A-2 FPPC Advice Email: advice @ fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov 081300033-NFH-0033 SCHEDULE C + % ƒ - Positions CALIFORNIA FORM Name (Other than Gifts and Travel Payments) „ 1. INCOME RECEIVED 700 FAIR POLITICAL PRACTICES COMMISSION Sherman, Scott „ 1. INCOME RECEIVED NAME OF SOURCE OF INCOME NAME OF SOURCE OF INCOME 5th Avenue Insurance ADDRESS (Business Address Acceptable) San Diego, CA ADDRESS (Business Address Acceptable) 92108 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE Insurance Agency YOUR BUSINESS POSITION YOUR BUSINESS POSITION Insurance Agent GROSS INCOME RECEIVED $500 - $1,000 $10,001 - $100,000 GROSS INCOME RECEIVED $1,001 - $10,000 X OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Spouse’s or registered domestic partner’s income Salary (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of $500 - $1,000 $1,001 - $10,000 $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED Spouse’s or registered domestic partner’s income Salary (For self-employed use Schedule A-2.) Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Real p Real p Loan repayment X Commission or Loan repayment Rental Income, list each source of $10,000 or more Commission or Rental Income, list each source of $10,000 or more (Describe) Other (Describe) Other (Describe) (Describe) „ 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD * 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 official status. Personal loans and loans received not in a lender’s regular course of business must be disclosed as follows: NAME OF LENDER* INTEREST RATE “ TERM (Months/Years) None ADDRESS (Business Address Acceptable) SECURITY FOR LOAN BUSINESS ACTIVITY, IF ANY, OF LENDER None Personal residence Real Property Street address HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 City $1,001 - $10,000 Guarantor $10,001 - $100,000 OVER $100,000 Other (Describe) Comments: FPPC Form 700 (2015/2016) Sch. C FPPC Advice Email: advice @ fppc.ca.gov FPPC Toll-Free Helpline: 866/275-3772 www.fppc.ca.gov 081300033-NFH-0033 CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION SCHEDULE D Income – Gifts Name Sherman, Scott „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) Greater San Diego Association of Realtors ADDRESS (Business Address Acceptable) San Diego, CA San Diego Regional Chamber of Commerce ADDRESS (Business Address Acceptable) 92111 San Diego, CA 92101 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 01 / 17 / 15 VALUE $ 100.00 DESCRIPTION OF GIFT(S) 2 Tickets, President's Circle & Gen. Reception 01 / VALUE 26 / 15 $ / / $ / / $ / / $ / / $ „ NAME OF SOURCE (Not an Acronym) 120.00 2 Tickets, Anniversary Celebration „ NAME OF SOURCE (Not an Acronym) Building Industry Association ADDRESS (Business Address Acceptable) San Diego, CA DESCRIPTION OF GIFT(S) San Diego Hotel Motel Association ADDRESS (Business Address Acceptable) 92123 San Diego, CA 92109 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 01 / 31 / 15 VALUE $ 276.00 DESCRIPTION OF GIFT(S) 2 Tickets, Annual Installation Dinner 02 / VALUE 26 / 15 $ / / $ / / $ / / $ / / $ 150.00 2 Tickets, Annual Gold Key Awards Dinner „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) The San Diego Dr. Martin Luther Jr. Foundation San Diego Port Tenants Association ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) San Diego, CA DESCRIPTION OF GIFT(S) 92101 San Diego, CA 92106 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 04 / 24 / 16 VALUE $ 170.00 DESCRIPTION OF GIFT(S) Annual Golf Classic and Dinner 04 / VALUE 29 / 15 $ / / $ / / $ / / $ / / $ DESCRIPTION OF GIFT(S) 80.00 2 Tickets, Annual Dinner Comments: 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 081300033-NFH-0033 CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION SCHEDULE D Income – Gifts Name Sherman, Scott „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) San Diego Tourism Authority Republican Party of San Diego County ADDRESS (Business Address Acceptable) San Diego, CA ADDRESS (Business Address Acceptable) 92101 San Diego, CA 92127 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 05 / 14 / 15 VALUE $ 130.00 DESCRIPTION OF GIFT(S) 2 Tickets, Member Mixer and Padres Game 05 / VALUE 16 / 15 $ / / $ / / $ / / $ / / $ „ NAME OF SOURCE (Not an Acronym) 200.00 2 Tickets, Second Amendment Dinner „ NAME OF SOURCE (Not an Acronym) San Diego County Taxpayers Association ADDRESS (Business Address Acceptable) San Diego, CA DESCRIPTION OF GIFT(S) SD Regional Economic Development Corporation ADDRESS (Business Address Acceptable) 92101 San Diego, CA 92101 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 05 / 21 / 15 VALUE $ 140.00 DESCRIPTION OF GIFT(S) 2 Tickets, Annual Golden Watchdog Awards 06 / VALUE 04 / 15 $ / / $ / / $ / / $ / / $ 170.00 2 Tickets, 50th Anniversary Dinner „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) The Center for Wealth and Legacy Associated General Contractors of America San Diego Chapter, Inc. ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) San Diego , CA DESCRIPTION OF GIFT(S) 92123 San Diego, CA 92121 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 09 / 16 / 15 VALUE $ 150.00 DESCRIPTION OF GIFT(S) 1 Ticket, Reception and Awards, Inspiration Awards 11 / VALUE 04 / 15 $ / / $ / / $ / / $ / / $ DESCRIPTION OF GIFT(S) 130.00 2 Tickets, AGC Build San Diego Awards Comments: 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 081300033-NFH-0033 CALIFORNIA FORM 700 FAIR POLITICAL PRACTICES COMMISSION SCHEDULE D Income – Gifts Name Sherman, Scott „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) Associated Builders and Contractors, Inc. San Diego Chapter ADDRESS (Business Address Acceptable) Poway, CA ADDRESS (Business Address Acceptable) 92064 BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) 11 / 20 / 15 VALUE $ 300.00 DESCRIPTION OF GIFT(S) Two Tickets, Excellence in Construction Dinner VALUE / / $ / / $ / / $ / / $ / / $ „ NAME OF SOURCE (Not an Acronym) DESCRIPTION OF GIFT(S) „ NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) VALUE / / $ / / $ / / $ / / $ / / $ / / $ DESCRIPTION OF GIFT(S) „ NAME OF SOURCE (Not an Acronym) „ NAME OF SOURCE (Not an Acronym) ADDRESS (Business Address Acceptable) ADDRESS (Business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF SOURCE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE (mm/dd/yy) DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S) VALUE / / $ / / $ / / $ / / $ / / $ / / $ DESCRIPTION OF GIFT(S) Comments: 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