UC Regent Yudof - Financial Disclosure

8/14/2019 UC Regent Yudof - Financial Disclosure

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CAJ-f,fORNIA FORM 700AIR POLITICAL PRACTICES COMMISSION

1.. W7" r' " "' ~., ,-' ~' .'"".1 "?{, "Dat'e Re~eivedOfficial Use/Only STATEMENT OF ECONOMIC INTERESTS

U A R ~l ' '1 fi O ' ! li Y l . ~ ) i~UyCOVER PAGE INFORvtATION PRACTl~

.-\l'\lD SPECIAL PROJECTS

ase type or print in ink.A Pblic Document 3: ~b .

(LAST) (FIRST) DAYTIME TELEPHONE NUMBERAME

YUDOF Mark

(MIDDLE)

G. ( 510 ) 987-9074AILING ADDRESS STREETay use business address)

CITY OPTIONAL: FAX I EMAIL ADDRE

1111 Franklin Street, 12th Floor Oakland

. Office, Agency, or CourtName of Office, Agency, or Court:

University of California

Division, Board, District, if applicable:

Office of the President

Your Position:

President

~ If filing for multiple positions, list additional agency(ies)/ position(s): (Attach a separate sheet if necessary.)

Agency: __

Position: _

Jurisdiction of Office (Check at least one box)Z IState

o County of _o City of _o Multi-County _o Other _

Type of Statement (Check at least one box)

o Assuming Office/Initial Date: --1--1__ .o

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

-or- The period covered is ~~~, through

December 31, 2008.

o Leaving Office Date Left: --1 --1 __(Check one)

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

-or-o The period covered is -- 1-- 1 through

the date of leaving office.

Candidate Election Year:

STATE ZIP CODE

CA 94607

4. Schedule Summary~ Total number of pages 8

including this cover page: _

~ Check applicable schedules or "No reportableinterests. "

I have disclosed interests on one or more of theattached schedules:

Schedule A-1 [ZIYes - schedule attachedInvestments (Less than 10% Ownership)

Schedule A-2 DYes - schedule attachedInvestments (10% or greater Ownership)

Schedule BOYes - schedule attachedReal Property

Schedule C [ZIYes - schedule attachedIncome. Loans, & Business Positions (Income Other than Gifts and Travel Payments)

Schedule D [ZIYes - schedule attachedIncome - Gifts

Schedule E [ZIYes - schedule attachedIncome - Gifts - Travel Payments

-or-

o No reportable interests on any schedule

5. Verification

I have used all reasonable diligence in preparing thisstatement. I have reviewed this statement and to the bestof my knowledge the information contained herein and in anyattached schedules is true and complete.

I certify under penalty of perjury under the laws of the Stateof California that the foregoing is true and correct.

Date Signed ')' / J d /0 ( 7 (month, day, year)

Signature I 'v-- '- ;. /~' !! l


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SCHEDULE A-1

Investments

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

Do not attach brokerage or financial statements.

~ NAME OF BUSINESS ENTITY

I-TraxGENERAL DESCRIPTION OF BUSINESS ACTIVITY

Health and productivity management

FAIR MARKET VALUE

o $2,000 - $10,0000$100.001 - $1,000,000

[Z I$10,001 - $100,000DOver $1,000,000

NATURE OF INVESTMENT

[ZI Stock

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

IF APPLICABLE, LIST DATE:

--.1--.1~ACQUIRED

~~~ DISPOSED

~ NAME OF BUSINESS ENTITY~ NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF BUSINESS ACTIVITY

FAIR MARKET VALUE

o $2,000 - $10,0000$100,001 - $1,000,000

0$10,001 - $100,000

DOver $1,000,000

(Describe)


--.1--.1~ACQUIRED

--.1--.1~DISPOSED

CALIFORNIA FORM 700FAIR POunCAl PRACTICESCOMMISSION

Name

Mark G. Yudof

~ NAME OF BUSINESS ENTITY

Cattlemen's Restaurant Group, L.L.C.GENERAL DESCRIPTION OF BUSINESS ACTIVITY

Food services

FAIR MARKET VALUE

o $2,000 - S10,0000$100,001 - $1,000,000

~ $10,001 - $100,000

o .Over $1,000,000

(Describe)


--.1--.1~ACQUIRED

----.l--.1~ DISPOSED


FAIR MARKET VALUE

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

o S10,001 - S100,000DOver $1,000,000

(Describe)


--.1--.1~ACQUIRED

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

~ NAME OF BUSINESS ENTITY ~ NAME OF BUSINESS ENTITY


FAIR MARKET VALUE

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

o S10,001 - $100,000DOver $1,000,000

(Describe)


--.1--.1~ACQUIRED

--.1--.1~DISPOSED


FAIR MARKET VALUE

o$2,000 - S10,000

0$100,001 - $1,000,000 oS10,001 - S100,000

DOver $1,000,000

(Describe)

IF APPLICABLE. LIST DATE:

--.1--.1~ACQUIRED

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

Comments: _

FPPC Form 700 (2008/2009) Sch. A-1FPPC Toll-Free Helpline: 866/ASK-FPPCWWW.fppc.ca.gov
http://0.0.3.98/ASK-FPPCWWW.fppc.ca.govhttp://0.0.3.98/ASK-FPPCWWW.fppc.ca.gov


3/8

SCHEDULE CIncome, Loans, & Business

Positions(Other than Gifts and Travel Payments)

CALIFORNIA FORM. 700FAIR POUTICAL PRACTICES COMMISSION

Name

Mark G. Yudof

NAME OF SOURCE OF INCOME

INCOME REcEIVED ~1.INCOME RECEIVED


HealthTronicsDDRESS

9825 Spectrum Drive, Building 3, Austin, TX 78717USINESS ACTIVITY, IF ANY, OF SOURCE

Medical productsOUR BUSINESS POSITION

Director

ROSS INCOME RECEIVED

o $500 - $1,000 0 $1,001 - $10,000Z I$1 0,00 1 - $100,000 0 OVER $100,000

ONSIDERATION FOR WHICH INCOME WAS RECEIVED

Salary D Spouse's or registered domestic partner's income

Loan repayment

Sale of (Property, car, boat, etc.)

Commission or D Rental Income, list each source of $10,000 or more

Z IOther Director fees(Describe)

Cengage LearningADDRESS

5191 Natorp Boulevard, Mason, OH 45040BUSINESS ACTIVITY, IF ANY, OF SOURCE

Learning solutionsYOUR BUSINESS POSITION

GROSS INCOME RECEIVED

D $500 - $1,000 IZ I$1,001 - $10,0000$10,001 - $100,000 0 OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED

D Salary D Spouse's or registered domestic partner's income

D Loan repayment

D Sale of _(Property, car, boat, etc.)

D Commission or D Rental Income, list each source of S10,000 or more

IZ IOther Book royalty(Describe)

2 : LO A N S RECEIVED OR. O U TSTA ND iNG D U RIN G THE RE PO R ' fl NGPERIOD

You are not required to report loans from commercial lending institutions, or any indebtedness created as partof a retail installment or credit card transaction, made in the lender's regular course of business on termsavailable to members of the public without regard to your official status. Personal loans and loans receivednot in a lender's regular course of business must be disclosed as follows:

AME OF LENDER'

DDRESS

USINESS ACTIVITY, IF ANY, OF LENDER

GHEST BALANCE DURING REPORTING PERIOD'

$500 - $1,000

$1,001 - $10,000

$10,001 - $100,000

OVER $100,000

omments:

INTEREST RATE TERM (MonthslYears)

----% 0 None

SECURITY FOR LOAN

D None D Personal residence

o Real Property Street address

City

o Guarantor --------------------

o Other (Describe)


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- ....., .Income, loans, & 8usiness

POSitions (Other than GiNs and Trave l Payments)

o comm,,,,oo oc 0 R'mOI looom,. , . ,""~'O. o c " "'"


KAUST, US. Limited ADDRESS

888 16th St. NW, Ste .800, WaShington, D.C. 20006BUSINESS ACTIVI7y IF ANY; OF SOURCE EdUcation ~-

YOUR BUS'MNE~S~S:;P;;O;-;S-;:;'T:;;'O;:-N-;- _


0"00 - " .000 0 ".00,_"0.000g J $10.001 . $100.0 00 0 OVER $100,000

ONS/DERAnoNrOR WHICHINCOME ",",s RECEIVED

" " o ~ 0 SOO'"" 0; "' "~"" dom,,,,, p O " o " ',1000m,Loan repaYment

'. 0

omm"",o 0; ROO",loOO"",0".. " ,~~ 0 '"0"", w __, P r o " , , , , ,' ) : c a r ,ODd, e t c . ;

ConSUlting, travel

BUSINESS ACTIVITY; IF ANY; OF SOURCE

YOUR BUSINESS POSITION


0"00 -" .000 0 ".0", _'''.0000$10,001 - $100,000 0 OVER $100,000

CONSIDERATIONrOR WHICHINCOM E ",",S RECEIVE

o S"o~ 0 SPo'''', 0; ',"'' ',,,,, dom,,,,, p O " "o Loan repaYment o Sale O f

- - - - - - - - - - - - - - - - ~ ( . ~ R ~ r o ~ ~ ~ e n y , : ~ , - c ~ a - r . ~

, J~... ._'A.',I, 11.,. o Other

- - - - - - - - - - - - - - - - - - - - ~ ( D ~ e : s : ~are not r eqUired to report loans from Corn er' I I . _ . _ .

retail installment Or credit card transactlon ':, c~a e~~In~ Instlt~tJons, or any Indebtedness created asble to members of the PUblic Without re ~rd a e me. ender s regUlar COurse of bUSiness on termsa lender's regUlar course of bUSiness m

9 ust btodY?ur/ OffICIal status. Personal loans and loans reCeive

e ISC osed as follows:

. .-. . . . . " . J . ' - . J r " ,

V/7y IF ANY; OF LENDER - - - - %o None TERM (Month slYears)

SECURITY FOR LOAN

o None 0 PerSonal reSidence '-.;":\~ ,CE DURING REPORTING PERIOD 0

00:;iree[ aoare:::i;>

o GUarantor - - - - - - - - - - - - - - - - - - -

City

o Other ( D e S C n b


5/8

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

SCHEDULE D

Income - Gifts

AME OF SOURCE

UCOP Human Resources & Benefits

Oakland, CA

DDRESS

USINESS ACTIVITY, IF ANY OF SOURCE

ATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

J...J 08 $ 75

$----

cooking utensils and

ingredients

AME OF SOURCE

UC Regent Richard BlumDDRESS

San Francisco, CAUSINESS ACTIVITY, IF ANY, OF SOURCE

Equity investment managementDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

~J...J 08 45- $,--_':""

~~08 100- $,----

~JQj08 72- $,---

Pen

Dinner

Books

NAME OF SOURCE

David and Lucile Packard Foundation

Los Altos, CA

ADDRESS

BUSINESS ACTIVITy IF ANY, OF SOURCE

DATE (mm/dd/yy) V,A.LUE

~~08 260- $----

$----

$--------

DESCRIPTION OF GIFT(S)

Dinner (Silicon Valley

Leadership Gp BBQ)

Name

Mark G. Yudof

~ NAME OF SOURCE

University of California, DavisADDRESS

Davis, CABUSINESS ACTIVITY, IF ANY, OF SOURCE

DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

~J...J~ $ 75 UC Davis, logoed gifts

~~- $----

~ NAME OF SOURCE

John J. SampsonADDRESS

Austin, TXBUSINESS ACTIVITY, IF ANY, OF SOURCE

Professor, University of Texas, AustinDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

~~08 100- $,----=-.::...Dinner

~~- $----

~ NAME OF SOURCE

ADDRESS

BUSINESS ACTIVITY, IF ANY, OF SOURCE

DAT5.- (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

~~- $ _

omments: ~


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CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSIONSCHEDULE D

Income - Gifts

~ NAME OF SOURCE

John De LucaADDRESS

San Francisco, CABUSINESS ACTIVITY, IF ANY, OF SOURCE

Chair, Gallo Clinic & Research Center, UCSFDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Wine

~~08 $ 80 Book

NAME OF SOURCE

Le Quoc HungADDRESS


Vietnamese Consul GeneralDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Picture

NAME OF SOURCE

Joan Irvine SmithADDRESS

Irvine, CAUSINESS ACTIVITY, IF ANY, OF SOURCE

PhilanthropisUUC Irvine campus donorATE (mm/dd/yy) VALUE DESCRIPTION O F GIFT(S)

~08 $ _220 Books

Name

Mark G. Yudof

~ NAME OF SOURCE

Beverly SpectorADDRESS


Britex FabricsDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

~J.i..J 08 $ 100 Dinner

~ NAME OF SOURCE

Elihu HarrisADDRESS

Oakland, CABUSINESS ACTIVITY, IF ANY, OF SOURCE

Chancellor, Peralta Community CollegesDATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Maple box

~ NAME OF SOURCE

Michael HeymanADDRESS

Berkeley, CABUSINESS ACTIVITY, IF ANY, OF SOURCE

Professor Emeritus and Chancellor Emeritus, UCBDATEifnm/dd/yy) VALUE DESCRIPTION OF GIFT(S)

Book

---1---1__ $, _

mments: __

FPPC Form 700 (2008/2009) Sch. 0FPPC Tal/-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov
http://www.fppc.ca.gov/http://www.fppc.ca.gov/


7/8

CALIFORNIA FORM .700FAIRPOUTICAL PRACTICES COMMISSION

SCHEDULE D

Income - Gifts

AME OF SOURCE

Swedish Consulate General of Los Angeles, CADDRESS

Los Angeles, CAUSINESS ACTIVITY, IF ANY, OF SOURCE

ATE (m m /dd/yy) VALUE DESCRIPTION OF GIFT(S)

lJ~~ $ 109.95 Crystal and book

$,----

$,----

NAME OF SOURCE

TIM - CREF InstituteADDRESS

New YorkBUSINESS ACTIVITY, IF ANY, OF SOURCE

DATE (m m /dd/yy) VALUE DESCRIPTION OF GIFT(S)

J.lJ~08 95- $,-----= --=- Paperweight

~ $----

NAME OF SOURCE

ADDRESS



~ $----

~ $----

~ $,----

Name

Mark G. Yudof

~ NAME OF SOURCE

Alan Hoffman

ADDRESS

Washington, D.C.BUSINESS ACTIVITY, IF ANY, OF SOURCE


J.lJ~_0_8 $ , 3 _ 8 5 . = - -Pen

~~- $,---~

~~- $----

~ NAME OF SOURCE

ADDRESS



~~- $,----

~~- $----

~ NAME OF SOURCE

ADDRESS



~~- $----

~~- $,----

Comments:

FPPC Form 700 (2008/2009) SchFPPC Toll-Free Helpline: 866/ASK-FPPC www.fppc.ca.gov


8/8

CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION

SCHEDULE EIncome - Gifts

Travel Payments, Advances,and Reimbursements

Name

Mark G. Yudof

Reminder - you must mark the gift or income box. You are not required to report "income" from government agencies.

~ NAME OF SOURCE

Project Interchange - American Jewish CommitteeADDRESS (a501 (c) (3

115615th Street, N.W., Suite 1201CITY AND STATE

Washington, D.C. 20005BUSINESS ACTIVITY, IF ANY. OF SOURCE

DATE(S):.J2..; 27 I 08 _...Q 0...Q S008 AMT $ 11,556.92(If applicable)

TYPE OF PAYMENT: (must check one) IR IGift D Income

DESCRIPTION: Travel to Israel - Seminar Co-leader

~ NAME OF SOURCE

TIAA - CREF Institute (a501(c)(3))

ADDRESS730 Third Avenue

CITY AND STATE

New York, NY 10017BUSINESS ACTIVITY, IF ANY. OF SOURCE

DATE(S)JJ..;.J2..; 08 _ J1.J...Q0 08 AMT $ 316(If applicable)

TYPE OF PAYMENT (must check one) IZ lGift 0 Income

DESCRIPTION:Speech at the TIAA - CREF InstituteHigher Education Leadership

~ NAME OF SOURCE

Carnegie Corporation (a50 1(c)(3))ADDRESS

437 Madison AvenueCITY AND STATE

New York, NY 10022BUSINESS ACTIVITY. IF ANY, OF SOURCE

DATE(S): J .Q .;.. .:1 J 08 _ J.Q.;~ 08 AMT $ 4(If applicable)

TYPE OF PAYMENT: (must check one) IR IGift D Income

DESCRIPTION: Summit on Public Higher Education -Panel Member

~ NAME OF SOURCE

ADDRESS

CITY AND STATE


DATE(S):---.1---.1 __ - ---.1---.1 __ AMT S, _

(If applicable)

TYPE OF PAYMENT: (must check one) D Gift D Income

DESCRIPTION: _

Comments: ~ __

FPPC Form 700 ( 2008/2009) Sch. E

FPPC Toll-Free Helpl ine: 866/ASK-FPPC www.fppc.ca.gov

UC Regent Yudof - Financial Disclosure

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