To ensure our business is conducted in an open, transparent, and impartial way, CalPERS provides information related to economic interests, travel, and education for Board members and key staff online.

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.

To request a Form 700 not available below, you may submit a Public Records Act Request.

• 2019
• 2018
• 2017
• 2016

Travel Information & Costs

The CalPERS Travel Transparency Report is a cumulative, fiscal year (FY) report produced on a quarterly basis. This report shows travel expenditures recorded by trip for Board members, executives, and key staff. It includes all costs associated with the trip reported within 30 days after the quarter end.

Prior to July 2016, the Travel Transparency Report was posted monthly and reflected reimbursed costs based on the approved travel claim. It did not include any related travel costs charged directly to CalPERS.

• FY 2019-20
• FY 2018-19
• FY 2017-18
• FY 2016-17
• FY 2015-16
• FY 2014-15
• FY 2013-14

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

Board Education Program: Education Activity Reporting

Government Code Section 20100 (PDF) and the related CalPERS Board Member Education Policy (PDF) require each CalPERS Board of Administration member and designee to receive a minimum of 24 hours of Board member education within the first two years of assuming office, and for every subsequent two-year period in which the person serves on the Board. To comply with the government code, CalPERS posts educational activity reports online, annually.

Board Member Educational Activity Reports

A report is posted for each Board member and includes:

• Educational activities attended or viewed
• The two-year period being reported
• The date through which information is included

At minimum, reports are posted every March and include information as of the most recent December 31. For Board members or designees whose two-year period ends on a date other than December 31, an updated report is posted at the conclusion of their respective period.

Board Member Education Program Schedule

This schedule contains a list of workshops offered by CalPERS which Board members and designees had the option to attend to count toward the required hours of education. Links to view the taped sessions are included.

• 2017 Program Schedule (PDF)
• 2016 Program Schedule (PDF)
• 2015 Program Schedule (PDF)

CalPERS Personal Trading Regulations

CalPERS employees, Board members, designees, and their spouses/registered domestic partners may potentially have access to inside knowledge or confidential information about CalPERS activities. These "Covered Persons" may be in positions to personally benefit through information obtained by nature of their employment.

The Personal Trading Regulation (PDF) requires Covered Persons to disclose personal investment holdings and use a personal trading pre-clearance system. For more information on CalPERS Personal Trading program, refer to the CalPERS Personal Trading Overview (PDF) presentation.