UC Regnet Stovitz - Financial Disclosure

8/14/2019 UC Regnet Stovitz - Financial Disclosure

1/9

S T AT E M EN r:H F E C O N O M IC I N T ER E S TS

';) .;, j;';': 'AJpublic DocUlnentlease type or print in ink.

C O VE R P AG E

AME (LAST) (FIRST)

Stovitz Ronald

(MIDDLE) DAYTIME TELEPHONE NUMBER

AILING ADDRESS STREETMay use business address)

CITY

111 Franklin St., 12th Floor, Oakland,

1. Office, Agency, or Court

Name of Office, Agency, or Court:

University of California

Division, Board, District, if applicable

Your Position:

Regent

1 0 - If filing for multiple positions, list additional agency(ies)1

position(s): (Attach a separate sheet if necessary.)

Agency

Position

2. Jurisdiction of Office (Check at least one box)

~ State

i I County of _

o City of ~~_. _

o Multi-County

o Other ----------------

3. Type of Statement (Check at least one box)

~ Assuming Office/lnitial Date: .![L;~~

o Annual The period covered is January 1, 2008.through December 31, 2008.

-or-

O The period covered is _~_~ __ , through

December 31, 2008.

o Leaving Office Date Left: ~~ __(Check one)

o The period covered is January 1, 2008, through thedate of leaving office.

-or-

o The period covered is __..._ . . . 1 . . . . J _ _ , throughthe date of leaving office.

w . ( 510 ) 987-9220ST AT E Z IP CO DE OPTIONAL: FAX I E-MAIL ADDRES

CA 94607

o No reportable interests on any schedule

4. Schedule Summary

1 0 - Total number of pages 9including this cover page: _

1 0 - Check applicable schedules or "No reportable

interests."

I have disclosed interests on one or more of the

attached schedules:

Schedule A-1 ~ Yes - schedule attached

Investments (Less than 10% Ownership)

Schedule A-2 0Yes - schedule attachedInvestments (70% orgreater Ownersllip)

Schedule BOYes - schedule attached

Real Property

.Schedule C 0Yes - schedule attachedIncome, l.oans, & Business Positions (Income Other than Giftsand Travel Payments)

Schedule D 0Yes - schedule attachedIncome - Girts

Schedule E 0Yes - schedule attached

Income - Gifts - Travel Payments

-or-

5.Verification

I have used all reasonable diligence in preparing this

statelfient. I have reviewed this statement and to the besof my knowledge the information contained herein and in any

attached schedules is true and complete.

I certify under penalty of perjury under the laws of the State

of California that the foregoing is true and correct.


2/9

SCHEDULE A-1

investments

Stocks, Bonds, and Other Interests(ownership Interest is Less Than 10%)

Do not attach brokerage or financial statements.

OF BUSINESS ENTITY

gen, Inc.RAL DESCRIPTION OF BUSINESS ACTIVITY

armaceuticals.- - - - - - - - - - - - - - -

MARKET VALUE

$2.000 . $10,000

5100.001 . $1,000.000

~ $10,001 . $100.000

DOver $1.000.000

TURE OF INVESTMENT

Stock

i Other- (Describe)

APPLICABLE. LIST DATE

Name

Ronald W. Stovitz

'" NAME OF BUSINESS ENTITY

Apple, Inc.GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Personal computer and electronics.

FAIR MARKET VALUE

D $2,000 . 510,000~ $100,001 . $1.000.000

D510,001 . $100,000DOver $1,000.000

NATURE OF INVESTMENT

(g \ Stock

D Other ----------;;:;;:;:;:;;;;~--- (Describe)

IF APPLICABLE. LIST DATE'.

__ --f---1 ...Q LACQUIRED

...J .------J..,Q .-.ACQUIRED


Boston ScientificAME OF BUSINESS ENTITY

Bank of America--_._-----._---------GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Banking and financial services------------

FAIR MARKET VALUE

D$2.000 $10,000D$100.001 . $1.000.000

~ $10,001 . $100.000

nOver $1.000.000

NATURE OF INVESTrlIIENT

(g \ Stock

D Other __-----------;;!D~e:s:;:cO;;;b;-;e:;-)---------

iF APPLICABLE. LIST DATE

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Medical devices and products.

FAIR MARKET VALUE

\Z l $2.000 $10,000D$100.001 $1,000.000

D$10,001 $100,000

Dover $1.000,000


~ Stock

D Other (Describe)

iF APPLICABLE, LIST DATE

.------J.---- 1...Q LACQUIRED

.------J.---- --J...Q LDISPOSED

_ ~ . -- - -- - J .. .Q LACQUIRED

.------J_ .- l . . .Q LDISPOSED


Coca-Cola, Inc" NAME OF BUSINESS ENTITY

BP, pic.GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Petroleum processor, refiner.----- - - - - - -FAIR MARKET VALUED52.000 - $10.000D5100,001 . $1.000.000

\ Z J $10,001 . $100,000

!-! Over $1.000,000

NATURE OF INVESTMEI,n

\ Z J Stock

o Other ------ --~Describei


Beverage maker and retailer.

FAfRMARKET VALUE

D $2,000.510,000D $100001 - $1.000.000

~ $10.001 - $100,000

DOver $1,000.000


\ Z J S tO C K

o ~m_ (DeScnbe)

IF APPLICABLE. LIST DATE:

.------J.--- ---J...Q L


3/9

SCHEDULE A-1

Investments

Stocks, Bonds, and Other Interests(Ownership Interest is Less Than 10%)

Do not attach brokerage or financial statements,

r . - NAME OF BUSINESS ENTITY

ConocoPhillips, Inc,

GENERAL OESCRIPTION OF BUSINESS ACTIVITY

Petroleum production and refinery

FAIR MARKET VALUE

0$2,000 - $10,000

[] S100,001 - SI,OOOOOO

~ $10,001 - $100,000

DOver 51,000,000


i Z I Stock

o Other (Describe)

iF APPLICABLE, LIST DATE

--.-!__/~ACQUIRED

--.-!----.-l ~DISPOSED

~ NAME OF BUSINESS ENTITY

Dominion Resources, Inc

GENERAL DESCRIPTION OF BUSiNESS ACTIVITY

Public utility.

FAIR MARKET VALUE

052,000 - S10,000

C J S100,[)01 - 51,000,000

[g ) S10,001 - $100,000DOver 51,000,000


iZ l Stock

LJ Other (D.escribe)

IF APPLICABLE, liST DATE:

----.-l----.-l ~

ACQUIRED

----.-l----.-l ~

DISPOSED

CALIFORNIA F O R ~ 7( ),FAIR POlITICAL PRACTICES COMMISSIO

Name

Ronald W. Stovitz


Costco Wholesale


Membership warehouse club retailer

FAIR MARKET VALUE

[g ) $2,000 - S10,0000$100,001 - $1,000,000

0$10.00'1 - $100,000

o Over S1,000,000NATURE OF INVESTMENT

~ Stock

o Other ------------------(Describe)

IF APPLICABLE, LIST DATE

----.-l----.-l ~DISPOSED


E,I DuPont, Co,


Consumer products, chemical producer

FAIR MARKET VALUE

o $2,000 - 510,000OS100,001 - $1,000,000

I Z l $10,001 - $100,000

o Over $1,000,000NATURE OF INVESTMENT

[g ) Stock

o Other ------(Describe)

IF APPLICABLE, LIST DATE:

--.-!--.-!~

ACQUIRED

----.-l----.-l ~

DISPOSED


eBay, Inc.


ExxonMobil, Inc,


Internet auction house

FAIR MARKET VALUE[8 ] $2,000 - $10,000o S100,001 - SI,OOO,OOO

II$10,001 - $100,000

o Over $1 ,OOO,OOC'


ig J Stock

- -: Other ------------;:n.;~fue}-------(Oescribe)

"i ;...~'?:..."CABl::. liST DATE:

----.-l----.-l ~

DISPOSED


Petroleum production and refinery

FAIR MARKET VALUE0$2,000 - S10,000

I Z l 5100,001 - $1,000,000o S10,001 - $100,000o Over 51,000,000


I Z l Stock

o Other (Describe)IF APPLICABLE, LIST DATE:

--.-!----.-l~

ACQUIRED

----.-l----.-l ~

DISPOSED


4/9

SCHEDULE A-1

Investments


00 not attach brokerage or financial statements.

t> NAME OF BUSINESS EfalTY

General Electric Co.


Consumer products; financial services.

FAIR MARKET VALUE

o $2.000 - S10.000:' $100.001 - $1.000.000

~ $10.001 - $100.000

DOver $1,000.000


! Z J Stock

I I Other _

(DesCribe)

iF APPLICABLE. LIST DATE

_--.1 )~~__

ACQUIRED _--.l-----.!~DISPOSED

I> NAME OF BUSINESS ENTITY

Home Depot

l > - NAME OF BUSINESS ENTITY

GMAC

GENERAL DESCF


5/9

SCHEDULE A-1

Investments



Intel Corp.


GENERA" DESCRIPTION OF BUSINESS ACTIVITY

Semiconductor maker.-------------------

FAIR Ml\RKET VALUE

C J 52.000 - S10,000nS100.001 - SI.000.000

~ $10,001 - $100,000

LJ Over S1,000.000


~ Stock

----= : J Other (Describe)


---.l J_ .Q iLA.COUIRED

___j__

JJ).lLDISPOSED


JP Morgan Chase, Inc.

i> NAME OF BUSINESS ENTITY

Eli Lilly, Inc.------

GENERAL DESCRIPTION OF BUSINESS ,LICTIVITY

Pharmaceutical manufacturer.

FAIR iVll'.RKET VALUE

~ S2.000 - $10,000

[] S100.001 - Sl,OOO.OOO

[] $10,001 . S100.000

LJ Over $1.000.000

NA.TURE OF INVESTMENT

~ Stock

[J Other - -::::---::--:- _(Describe)


- ~ -----.1~._.ACQUIRED

._J j~_

D!SPOSED


Microsoft Corporation

l> NAME OF BUSINESS ENTITY

Korn/Ferry, International

GENER.AL DESCRIPTION OF BUSiNESS ACTIVITY

Executive search firm.

FAiR MARKET VALUE

!X I 52,000 - 510,000C J $100.001 . S1000.000

[] $10,001 - $100.000

[ ] Over $1.000.000

NATURE OF !NVESTMENT

~ Stock

n Other .. _L_

(Describe)

IF AF'PLICABLE. LIST DATE

_--.J----"~."-COUIRED

---.l~....QLDISPOSED

Comments: _

/

Ronald W. Stovitz

.. NAME OF BUSINESS ENTITY

Intuit Inc.


Computer business software,

FAIR MARKET VALUE

I Z I $2,000 - S10,000

[] $100,001 - $1,000.000

o S10,001 - $100000o Over $1,000,000


~ Stock

o Other (Describe)IF APPLICABLE, LIST DATE:

---.J---.l~ACQUiRED

_J_--.J..J&..DISPOSED


Banking and financial services,

FAIR MARKET VALUE

I Z ! $2,000 - 510,0000$100.001 - $1,000,000

o $10,001 - $100,000DOver $1,000.000


[g J Stock

o Other _(Describe)


~---.l~ACQUIRED

---.l~~DISPOSED


Personal computer software,

FA~ MARKET VALUE

o $2,000 - S10,000o $100,001 - $1,000,000 o$10,001 - S100,000

[g J Over $1,000,000


[g J Stock

n Other(Describe)


~---.l....Q.!LACOUIRED

__L-f~

DISPOSED


6/9

SCHEDULE A-1

Investments




Morgan Stanley, Inc.


Banking and financial services.

FAIR MARKET VALUE

n$2.000 S10.000

LJ $100.001 . $1.000.000


IX ! Stock

IX ! S10.001 . $100000

nOver $1.000.000

! ! Other -::~:=:;_-----.

IF f'..?PLiCABLE. LIST DATE:

_~/ _--.l.JlJLACQUIRED

(Describe)

_-.l.---.J~DISPOSED

Name

Ronald W. Stovitz


Motorola, Inc.


Communications products

FAIR MARKET VALUE

o $2.000 $10,000o S100,001 . $1,000.000

[g J $10,001 . $100.000

DOver $1.000.000


~ Stock

o Other --- -:---:--: _(Describe)

IF APPliCABLE. LIST DATE:

-.-I-.-I~ACQUIRED

---1---1~DISPOSED

I> ~JAME OF BUSiNESS ENTITY

Nordstrom, Inc.

Apparel retailer

GENERf'..L DESCRIPTION OF BUSINESS ACT!VITY

FAIR MARKEt; VALUE

o $2.000 $10.0000$100.001 . $1.000000

iZ I $10,001 . S100.000

DOver S1.000.000


~ Stock

o Other ---------,---------(Describe)

IF APPLICABLE. LIST DATE

___/---1~!L

ACQUIRED

---1_.J~DISPOSED


Novell

GENERAL DESCRiPTION OF BUSINESS ACTIVITY

Computer software and technology

FAIR MARKET VALUE

~ $2,000 $10,000

o $100,001 $1,000.000o S10,001 . S100,000DOver $1.000,000


[g J Stock

o Other--------ir;;;;;;;;;)------(DesCribe)


-.-I---1~ACQUIRED

---1---1~DISPOSED

.. N,o,ME OF BUSINESS ENTITY

Oracle, Inc.


~C?mputer soft~are. _

FAIR MA.RKET VALUE[g J $2.000 S10.000

[J S100001 . S1.000.000


[g J Stock

U Other

0$10,001 . $100060

DOver S1.000.000

IF APPLICABLE. liST DATE

(Describej

-.-I.----I~ACQUIRED

Comments: .

__ I.----I~DiSPOSED

II> NAME OF BUSINESS ENTITY

Peet's Coffee

GENERAL DESCRIPTION OF BUSINESS ACTiVITY

Coffee and tea producer/retailer.

FAIR MARKET VALUE[g J $2,000 S10,000

o $100.001 . $1.000000o S10.001 . $100,000DOver $1,000.000


[g J Stock

o Other ------------------(Describe)


_.--I---1~ACQUIRED

---1---1~DISPOSED


7/9

SCHEDULE A-1

investments


Do not attach brokerage or financial statements,

.. NAME OF BUSINESS ENTiTY

JC PenneyGENERAL DESCRIPTION OF BUSINESS ACTIVITY

Department store operator.

FAIR MARKET VALUE

~ $2,000 - S10.000

[JS100001 - $1,000000n$10,001 - $100,000DOver $1.000.000


iX 1 Stock

(Oescribe)

IF APPliCABLE, liST DATE'

-_/_-j~-,ACOUIRED

--1--1~

DISPOSED


Public Storage, Inc.

1 0 - NAME OF BUSINESS ENTITY

_Powe!.shares_(NASDAQ)

GENERAL DESCRiPTIOI~ OF BUSINESS ACTIVITY

Shares in NASDAX index composite.---------'-------------------------F,AIR MARKET VALUE

~ $2.000 - S10,000

C $100,001 - Sl,OOO,OOO0$10,001 - $100000

DOver $1.000,000


~ Stock

o Other(Describe)

IF APPLICABLE, liST DATE

_J --.l~

ACQUIRED--1--1~

DISPOSED

... NAME OF BUSINESS ENTITY

Seattle Genetics

> NAME OF BUSINESS ENTITY

Ross Stores, Inc.


Off-price apparel retailer.FAIR M.'\RKET VALUE

o $2.000 - S10,0001 X I S100,001 - $1.000,000

fiS10,001 - $100,000

[JOver S1000,000


~ Stock

Other-----------------(De;;ribe} --- --------

IF APPliCABLE, LIST DATE

---.J--1~ACQUIRED

__ I--1...illL

DISPOSED

Ronald W. Stovitz

1 0 - NAME OF BUSINESS ENTITY

Phoenix Companies


Insurance.

FAIR MARKET VALUE

~ $2,000 - S10,000

[J $100.001 - $1,000.000[J $10,001 - $100,000

DOver $1,000,000


~ Stock

o Other --:-;::--:;---;- _(Describe)


.--.J--.l...illLACQUIRED

--1---.i...illL

DISPOSED


Off-site storage facilities.

FAIR MARKET VALUE

I Z I $2,000 - $10,000o $100.001 - $1,000,000

0$10,001 - $100,000

DOver $1.000,000

NATURE OF INVESTMENT~ Stock

(Describe}


---.i--.l...illLACQUIRED

--1---.i~DISPOSED


Bi~~pharmaceutical manufacturer.

FAIR MARKET VALUE

~ $2,000 - $10,000

0$100001 - Sl,OOO,OOO

0$10,001 - $100,000

DOver $'1, 000, 000


~ Siock

o Oiher _(Describe)


---.i---.i~ACQUIRED

---.i---.i..JJJl..DISPOSED


8/9

SCHEDULE A-1

Investments




Skywest, Inc.

GENERAL DESCRiPTION OF BUSINESS ACTiVITY

Air carrier.

FAIR MARKET VALUE

~ $2.000 - S10,000

, i S100.001 - S1.000.000

nS10,001 - $100.000

n Over $1.000.000


IX Stock

U Orner --------- ------(DeSCrjb~-- --~--

u =APPLICABLE. LIST DATE:

---.J ---.J....QLACQUIRED

__ /---.J....QL

DISPOSED


Tiffa_~yand Company.~--~-----------------

GENERAL DESCRIPTION OF BUSINESS ACTiVITY

Jeweler

F'}\!R MARKET VALUE

:- J 52.000 - S10,000

C S100 001 - $1000000l8 l $10,001 - SIOO.OOO;-; Over $1.000.000


~ Stock

Other (Describe}


____..J__-.1_illL.",CQUIRED

_-1_..J....QL

DISPOSED

Ronald W. Stovit


Starwood Hotels and Resorts


Hotel operator and manager.

FAIR MARKET VALUE

o $2.000 - S10,000o $100.001 - $1,000,000

! Z l $10,001 - $100,000

DOver $1.000,000


~ Stock

o Other (Describe)


---.J ---.J....QLACQUIRED

-----.J -----.J ~DISPOSED


Toyota Motors


Auto manufacturer and retailer.----------

FAIR MARKET VALUE

o $2.000 - $10,00005100.001 - 51,000,000

I Z I $10,001 - S100,000

DOver $1.000,000


! Z l Stock

o Other(Describe)


---.J -----.J ~ACQUIRED

-----.J -----.J ....illL..DISPOSED

... NF.ME OF BUSINESS ENTITY

Verizon Communications


Walgreen Co,GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Telecommunications provider.------------_.

FAiR [viP-.RKETVALUE

[J $2,000 - $10,000

0$100,001 - $1.000.000

~ $10,001 - 5100.000

n Over $1.000,000


I Z 1 Stock

Other . . .

iF APPLICABLE. UST D.L..TE

-----.J ---.J ~ACQUIRED

_ __ /__ / .. .. il lL ..

DISPOSED


Pharmacy and drug store chain.

FAIR MARKET VALUE

[J $2,000 - $10,000

0$100,001 - $1,000,000

! Z l $10,001 - $100,000

DOver $1,000,000


! Z l Stock

o Other (Describe)'IF APPLICABLE, LIST DATE

_ . 1-----.J....illL_

ACQUIRED

-----.J -----.J....illL..DISPOSED


9/9

SCHEDULE A-1

Investments




Wells Fargo Corporation

GENERAL DESCRIPTION OF BUS!~~ESS ACTIVITY

Banking and financial services.

FAIR M/\RKET VALUE

[J 52,000 - S10.000

IX ! $100,001 - $1,000,000

Ii$10,001 - $100.bOO

[JOver $1 ,OOO,QOO

N.ATURE OF INVESTMENT

I Z i Stock

[J Other(Describe)


---..-!---..-! ~ACQUIRED

---.-1---..-! ~DISPOSED

.. NAME OF BUSINESS ENTITY... NAME OF BUSINESS E~JTITY

Xerox, Inc.

GENERAL DESCRiPTION OF BUSINESS ACTIVITY

Qf!~~equ_i~~.~~tan~_!~hn.~logy, _FAiR fviARKET VALUE

n 82.000 - S10,000[J $100001 - 51.000,000

IZ i $10,001 - $100.000[JOver 81.000.000


IZ i Stock

n Other (Describe)


_--1_--.-1_~ACQUIRED

__.~---..-! 08

DISPOSEo-

Ronald W . Stovitz

I> - NAME OF BUSINESS ENTITY

Whole Foods Market, Inc,


Grocery retailer

FAIR MARKET VALUE

[J $2,000 - S1o,aoo

[JS100,001 - $1,000,000IZ i S10,001 - $100.000[JOver $1,000,000


I Z i Stock

[J Other (Describei


---..-! ---..-! ~ACQUIRED

---.l---..-! ~DISPOSED


FAIR MARKET VALUE

[J 82,000 - $10,000

[J $100,001 - $1,000,000[J $10,001 - 8100000

[J Over $1,000,000


[J Stock

[J Other ---- ~--------(Describe)


---..-! ---..-! ~ACQUIRED

---.l---..-! ~DISPOSED

I I > - NAME OF BUSINESS E~iTITY .. NAME OF BUSINESS ENTITY


FAIR MARKET VALUE

U82,000 - $10,000

[J $100,001 - $1,000,000

D $10,001 - $100,000

DOver S1,OOO,Ooo

I~ATURE OF iNVESTMENT

U Stock

Other -----_._----(Describe)

___~!---..-! 08

ACQUIREO-

---"-!__ J~

DISPOSED

Comments:


FAIR MARKET VALUE

D$2,000 - S10,000D $100.001 - S1,000.000

D $10,001 - $100,000DOver $1,000,000


D Stock

D Other (Describe)

IF APPliCABLE, LIST DATE

--_/__ /~ACQUIRED

---.J__ /~

DISPOSED

FPPC Form 700 (2008/2009) Sch.

FPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.g
http://www.fppc.ca.gov/http://www.fppc.ca.gov/

Documents

UC Regnet Stovitz - Financial Disclosure