Per our CalPERS Policy for Form 700 and Travel Transparency (PDF), we post all Form 700 Statement of Economic Interests and certain travel information for CalPERS Board Members and key staff online. Doing so ensures that our business is conducted in an open, transparent, and impartial way.

For more information, review our CalPERS Form 700 and Travel Transparency Policy Clarification Memo (PDF) and Who is covered by the CalPERS Form 700 and Transparency Policy (PDF).

Statement of Economic Interests - Form 700

The Form 700 Statement of Economic Interests is required by law to be submitted each calendar year by March 1 for elected Board Members and April 1 for all other filers. Statements are posted by the end of the month following the month in which CalPERS receives the filing.

Tab 2 Content

Aili Li (PDF)
Amit Walia (PDF)
Andrew B. Karsh (PDF)
Anne M. Simpson (PDF)
Anton Orlich (PDF)
Arnold B. Phillips (PDF)
Beth Richtman (PDF)
Brian M. Leu (PDF)
Brian McQuade (PDF)
Carl A. Guidi (PDF)
Carol Baldwin Moody (PDF)
Chen-Yi Hsu (PDF)
Christine A. Gogan (PDF)
Christine C. Yokan (PDF)
Christine Reese (PDF)
Dan Tanner (PDF)
Daniel E. Kiefer (PDF)
Dennis Knueven (PDF)
Derek Bergquist (PDF)
Derek T. Hayamizu (PDF)
Dianne L. Sandoval (PDF)
Don W. Pontes (PDF)
Edward C. Yrure (PDF)
Egidio Robertiello (PDF)
Eric B. Busay (PDF)
Eric Schlenker (PDF)
Farhad Billimoria (PDF)
Geraldine L. Jimenez (PDF) Amend (PDF)
Harshal R. Shah (PDF)
James A. Andrus (PDF) 2014 (PDF)
James J. Hurley (PDF)
James M. Claybar, Jr. (PDF)
Jane C. Delfendahl (PDF)
Jim E. Quinn (PDF) 2014 (PDF)
John Cole (PDF)
John Johnson (PDF)
John Rothfield (PDF)
Juan Gaviria (PDF)
Judy M. Alexander (PDF)
Justin Scripps (PDF)
Kevin Hirst (PDF) 2014 (PDF)
Kevin A. Winter (PDF)
Kristin Montgomery (PDF)
Laurie H. Weir (PDF)
Louis J. Zahorak (PDF)
Lyndall T. Baker (PDF)
Mahboob Hossain (PDF) 2014 (PDF)
Matt J. Flynn (PDF)
Michael Inglett (PDF)
Michael Riffle (PDF)
Michael Rosborough (PDF)
Nelson Da Conceicao (PDF)
Pu Zhang (PDF)
Rafael Garcia (PDF) 2014 (PDF)
Rajiv Prabhakar (PDF)
Randall Mullan (PDF)
Randy M. Pottle (PDF)
Raymond J. Venner (PDF)
Roar Storebaug (PDF)
Robert M. Eberhardt (PDF)
Robert W. Langhi (PDF)
Ronald Lagnado (PDF) 2014 (PDF)
Sarah M. Corr (PDF)
Scott Grimberg (PDF)
Scott Jacobsen (PDF)
Sean Tarte (PDF)
Shaun S. Greenwood (PDF)
Simiso Nzima (PDF)
Steven E. Carden (PDF)
Thomas Kopkash (PDF)
Thomas Szymoniak
Timothy A. Misik (PDF)
Todd L. Smith (PDF)
Todd T. Lapenna (PDF)
Vikas Garg (PDF)
William P. Sherwood-McGrew (PDF)
Yu Meng (PDF)

Tab 3 Content

Aili Li (PDF) 2013 Amend (PDF) 2013 Amend 2 (PDF)
Amit Walia (PDF) 2013 (PDF)
Andrew B. Karsh (PDF)
Anne M. Simpson (PDF)
Anton Orlich (PDF) 2013 (PDF)
Arnold B. Phillips (PDF)
Beth Richtman (PDF)
Brian McQuade (PDF) 2013 Amend (PDF)
Carl A. Guidi (PDF)
Carol Baldwin Moody (PDF)
Chen-Yi Hsu (PDF)
Christine A. Gogan (PDF)
Christine C. Yokan (PDF)
Christine Reese (PDF) 2013 (PDF)
Craig R. Dandurand (PDF)
Dan Tanner (PDF) 2013 (PDF)
Daniel E. Kiefer (PDF)
Dennis Knueven (PDF)
Derek Bergquist (PDF) 2013 (PDF)
Derek T. Hayamizu (PDF)
Dianne L. Sandoval (PDF)
Don W. Pontes (PDF)
Edward C. Yrure (PDF)
Egidio Robertiello (PDF)
Eric B. Busay (PDF)
Eric Schlenker (PDF) 2013 (PDF)
Farhad Billimoria (PDF) 2013 Amend (PDF)
Geraldine L. Jimenez (PDF)
Harshal R. Shah (PDF)
James J. Hurley (PDF)
James M. Claybar, Jr. (PDF)
Jane C. Delfendahl (PDF)
Jesus S. Arguelles (PDF)
John Cole (PDF)
John Johnson (PDF) 2013 (PDF)
John Rothfield (PDF)
Judy M. Alexander (PDF)
Justin Scripps (PDF) 2013 (PDF)
Kevin A. Winter (PDF)
Kristin Montgomery (PDF)
Laurie H. Weir (PDF)
Louis J. Zahorak (PDF)
Lyndall T. Baker (PDF)
Matt J. Flynn (PDF)
Michael Inglett (PDF) 2013 (PDF)
Michael Riffle (PDF)
Michael Rosborough (PDF)
Nelson Da Conceicao (PDF) 2013 (PDF) 2013 Amend (PDF)
Pu Zhang (PDF) 2013 (PDF)
Rajiv Prabhakar (PDF)
Randall Mullan (PDF)
Randy M. Pottle (PDF)
Raymond J. Venner (PDF) 2013 Amend (PDF)
Roar Storebaug (PDF) 2013 (PDF)
Robert M. Eberhardt (PDF)
Robert W. Langhi (PDF)
Sarah M. Corr (PDF)
Scott Grimberg (PDF) 2013 Amend (PDF) 2013 Amend 2 (PDF) 2013 Amend 3 (PDF)
Scott Jacobsen (PDF)
Sean Tarte (PDF)
Shaun S. Greenwood (PDF)
Simiso Nzima (PDF) 2013 (PDF)
Steven E. Carden (PDF)
Thomas Kopkash (PDF) 2013 (PDF)
Thomas M. McDonagh (PDF)
Thomas Szymoniak (PDF) 2013 Amend (PDF) 2013 (PDF)
Timothy A. Misik (PDF)
Todd L. Smith (PDF)
Todd T. Lapenna (PDF)
Vikas Garg (PDF) 2013 Amend (PDF) 2013 (PDF) 2013 Amend (PDF)
William P. Sherwood-McGrew (PDF)
Yu Meng (PDF)

Tab 4 Content

Travel Information & Costs

Travel information includes: name, title, date and location of travel, purpose of travel, and the reimbursed cost based on the approved travel expense claim. The report doesn't include any related travel costs charged directly to CalPERS, such as airfare and car rentals.

Tab 1 Content

March (PDF)

February (PDF)

January (PDF)

Tab 2 Content

December (PDF)

November (PDF)

October (PDF)

September (PDF)

August (PDF)

July (PDF)

June (PDF)

May (PDF)

April (PDF)

March (PDF)

February (PDF)

January (PDF)

Tab 3 Content

December (PDF)

November (PDF)

October (PDF)

September (PDF)

August (PDF)

July (PDF)

June (PDF)

May (PDF)

April (PDF)

March (PDF)

February (PDF)

January (PDF)

Tab 4 Content

December (PDF)

November (PDF)

October (PDF)

September (PDF)

August (PDF)

July (PDF)

June (PDF)

May (PDF)

April (PDF)

March (PDF)

February (PDF)

January (PDF)

Payment to Agency Report - Form 801

The Fair Political Practices Commission (FPPC) adopted and amended regulations addressing payments made to an agency for use by agency officials and reporting requirements related to travel payments. To comply with the regulations, CalPERS posts FPPC - Form 801 on a quarterly basis if the aggregated travel payment received by CalPERS is $2,500 or more within the quarter.

Reported travel information includes:

  • Date travel occurred and an itemized breakdown of the amount paid for transportation, lodging, and food
  • Location of travel
  • Name and address of donor (If the donor is not an individual, the report must also describe the business activity or the nature and interests of the donor. If the donor raised funds from another person for the specific purpose of making the payment to the agency, the report must contain the name of each person and the amount given by each person.)
  • Name of transportation provider, type of transportation, and name of business where lodging was provided
  • Purpose of travel, department and position (or title) of the official who used the payment, and name of any elected or appointed official who uses the payment

2014 Reports