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Home My WebLink About2022-07-25 Form 700 - HarnikSTATEMENT OF ECONOMIC INTERESTS Datc Initial Filing Received COVER PAGE RECEIVED orrkaw Use Off. FICE A PUBLIC DOCUMENT CIPALM DESERT. CLERK'S CA Please type or print In ink NAME OF FILER (LAST) (FIRST} { Hamik Jan C. 1. Office, Agency, or Court Agency Name (Do not use acronyms) City of Palm Desert Division, Board, Department, D", if applicable Your Position City CouncilMember CANDIDATE ► If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Agency: 2. Jurisdiction of Office (check at toast one boor) state Multi -County City of Palm Desert Position: ] Judge, Retired Judge, Pro Tem Judge, or Court Commissioner (Statewide Jurisdiction) ] County of ] Other 3. Type of Statement (check at tsest one box) Annual: The period covered is January 1, 2021. through n Leaving Office: Date Left � 1 1. December 31, 2021. (Check one circle.) -ar- The covered is Jan 1, 2021, through the date of The period covered is _!_1, through — i January �9 December 3', 2021. Ong office. �r- Assuming office: Date assumed I The prod covered is through the date of leaving office. W Candidate: Date of Election Nov. 8, 2022 and office sought, If different than Part 1: Schedule Summary (must complete) ► Total number of pages including this cover page: 5 Schedules attached 70 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 -0 Schedule C - Income, Loans, & Business Positions - schedule attached j Schedule D - Income - GiRs - schedule attached Schedule E - fncww - Gifts - Travel Payments - schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZP CODE (business or Agency Address RecormrenM - Pubis Douarw4 Palm Desert CA 92260 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 Slate of Califemia that the foregoing is We and correct Date Signed July 23, 2022 Signature FPPe Form 700 - carer page (2021/7.M) a rPpc-*4*V • $66.2753772 -—fppc—.Z- ftp-s SCHEDULE A -'I Investments Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%) Investments must be itemized. Do not aftach brokerage or financial statements. ► NAME OF BUSINESS ENTITY Apple, Inc GENERAL DESCRIPTION OF THIS BUSINESS Consumer Electronics FAIR MARKET VALUE $2.000 - $10,000 J $10,001 - $100,000 F0 sloo ool - s1 om000 Over $1000,000 NATURE OF INVESTMENT Stock j J Other Desatbe Partnership C Income Received of $0 - $499 f Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE �/21— 1. -/21_ ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY United Parcel Service (UPS) GENERAL DESCRIPTION OF THIS BUSINESS Parcel Delivery FAIR MARKET VALUE $2,000 - $10,000 $10,001 - $100,00o $100,001 - $1,000,000 i ] Over $1,000.000 NATURE OF INVESTMENT Stock U Other (oesrrv-) Partnership � Income Received of $0 - $499 ` Income Received of $500 or More (Report on schedule C) IF APPLICABLE, LIST DATE: J )21 t. l24 ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY First Foundation Bank GENERAL DESCRIPTION OF THIS BUSINESS Bank FAIR MARKET VALUE ® $2,000 - $10,D00 $10,001 - $100 000 L j $100,001 - $1,0W,000 Over $1,00D,000 NATURE OF INVESTMENT Stock Other Q Partnership Income Received of $D - $499 Income Received of $500 or More (Report on Sohedk* C) IF APPLICABLE, LIST DATE ACQUIRED DISPOSED Comments: * NAME OF BUSINESS ENTITY Lowe's GENERAL DESCRIPTION OF THIS BUSINESS Home Improvement FAIR MARKET VALUE $2,000 - $10,D00 Q $10,001 - $100,DD0 $100,001 - $1,000,000 Over $1.000,000 NATURE OF INVESTMENT Stock Other D-abs) Partnership Income Received of $0 - $499 Income Received of $500 or More (Report on schedule CI IF APPLICABLE, LIST DATE. ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY Pfizer GENERAL DESCRIPTION OFHNUSINESS Pharmaceuticals FAIR MARKET VALUE $2.000 - $10,000 ® $10.001 - $100.000 $100,001 - $1,000.000 Over $1.000,000 NATURE OF INVESTMENT M Stock Other (Descrl6e) i Partnership Income Received of $0 - $499 . Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED ► NAME OF BUSINESS ENTITY GENERAL DESCRIPTION OF THIS BUSINESS FAIR MARKET VALUE $2,000 - $10,000 $10.001 - $100.000 $100,001- $1,000,oDo ❑ Over $1,000.000 NATURE OF INVESTMENT Stock Other Partnership Income Received of $0 - $499 Income Received of $500 or More (Report orr Sahedvb C) IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED FPPC Form 700 - Schedule A-1 (2021/2022) advice0tripr-co.sov • U&275.3772 9 www.fppc.ca.gav Page-7 SCHEDULE B Interests in Real Property (Including Rental Income) ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY Palm Desert, CA 92260 FAIR MARKET VALUE IF APPLICABLE, LIST DATE: ❑ $2,000 - $10,000 $10,D01 - $100,000 JJ2.L J-0t $100,001 - $1,000,000 ACQUIRED DISPOSED ❑ Over $1.000,000 NATURE OF INTEREST ® OwnershiplDeed of Trust Easement Leasehold YaL rern"*V Omer IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 0 $500 - $1,0D0 I r S1,001 - $10,000 $1001 - $100,000 OVER $100,000 SOURCES OF RENTAL INCOME: If you own a 10% or greater Interest, list the name of each tenant that Is a single source of income of $10,000 or more. J None George Cunha ► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS CITY Indian Wells, CA 92210 FAIR MARKET VALUE n $2,0D0 - $10,000 ❑ $10,001 - $f00,000 ❑ $100,001 - $1,000,000 E Over $1,000,000 NATURE OF INTEREST ® Ownership/Deed of Trust Leasehold YM [9R1"*Q IF APPLICABLE, LIST DATE: ACQUIRED DISPOSED L Easement othff IF RENTAL PROPERTY, GROSS INCOME RECEIVED $0 - $499 $500 - $100 r $1,001 - $10.000 $10,001 - $100,000 K OVER $100,000 SOURCES OF RENTAL INCOME: if you own a 10% or greater interest, list the name of each tenant that is a single source of income of $10A00 or more. U None Roemer & Hamik LLP, Robert A. Bernheimer, A Professional Corporation, Law Offices of Russell L. Davis, IGmley-Horn Inc., Roxanna Farinpour, Inc., Richard Ryder, Esq., Protoqual Leaming Systems, LLC (no longer a tenant) Donald B. Griffith, Esq., * You are not required to report loans from a commercial lending institution 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" ADDRESS (business Address Acceptabla) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (Monlhsftars) % i None HIGHEST BALANCE DURING REPORTING PERIOD $500 - $1,000 $1,001 - $10,0D0 i� $10,001 - $100.000 OVER $100,000 [] Guarantor, It applicable Comments: NAME OF LENDER" ADDRESS (business Address Acceptable) BUSINESS ACTIVITY, IF ANY, OF LENDER INTEREST RATE TERM (MonthslYears, % None HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - S1,0m t $1,001 - $10.000 U $10,D01 - $100,DD0 OVER $100,000 ❑ Guarantor, If applicable FPPC Farm 700 -Schedule B 12021/2022j advice ftpcxa.gov • W6.27S-3772 • www.fpp&ca.gov Page -11 Jon C. Harnik California Form 700 Schedule B Attachment Assessor Parcel Number or Street Address: List of sources of rental Income of $10,000 or more: Roemer & Harnik LLP, Robert A. Bernheimer, A Professional Corporation, Law Offices of Russell L. Davis, Kimley-Horn Inc., Roxanna Farinpour, Inc., Richard Ryder, Esq., Protoqual Learning Systems, LLC (no longer a tenant) Donald B. Griffith, Esq., (no longer a tenant), Richard C. Houghton, Esq., McCaa Enterprises dba Col Digs SCHEDULE C Income, Loans, & Business Positions (Other than Gifts and Travel Payments) NAME OF SOURCE OF INCOME Brian S. Hamik, Inc ADDRESS (Badness Address Aweptabie) Indian Wells, CA 92210 BUSINESS ACTIVITY, IF ANY, OF SOURCE Professional Corporation YOUR BUSINESS POSITION Managing Service GROSS INCOME RECEIVED ❑ No Inwme - Business Position Only ❑ $500 - s1,wo ❑ $1,001 - s10,000 $10,001 - $100,000 OVER $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED salary f Spouse's or registered domestic parows Income (For self-employed use Schedule A-2.) I I Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) n Sale of {Near prgperfy, car, boat. era) F1 Loan repayment ❑ Commission or Rental Income, fist ear* source or sm000 or more fDa-A* Other (D—Abe) NAME OF SOURCE OF INCOME Jan C. Hamik Roemer & Hamik, LLP ADDRESS (Business Address Acceptable) Indian Wells, CA 92210 BUSINESS ACTIVITY, IF ANY, OF SOURCE Law Firm YOUR BUSINESS POSITION None - Spouse's Company GROSS INCOME RECEIVED No Income - Business Position Only ] smo - sl.wo $1,001 - $10,000 ] $10.001 - $100,000 OVER $100,000 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 (near property. car. boat erc.) n Loan repayment ❑ Commission or Rental Income, Ash each source or sm000 or more (D-aft) Other (Desatbs) * 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: NAME OF LENDER' ADDRESS (Business Address Acceplable) BUSINESS ACTIVITY, IF ANY, OF LENDER HIGHEST BALANCE DURING REPORTING PERIOD ❑ $500 - $1,000 ❑ $1.001 - $10,000 ❑ s10.001- $100.0oo ❑ OVER $100,00(3 Comments: INTEREST RATE TERM (MonthsiYears) % None SECURITY FOR LOAN None Personal residence Real Property M Guarantor Other (I>asculbe) FPPC Form 700 - ScImMe C 12021/2022) advke@fppr-mpv • 86f-275-3772 + weww.fppc ca.wv Page -13