Transparency & Accountability
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.
Eason, Cheryl
Leaving Office (PDF)
There are no Form 700s available at this time. Check back later for updates.
Glasser-Hedrick, Jeree
Assuming Office (PDF)
Lawyer, Eric
Leaving Office (PDF)
Rosales, Najia
Leaving Office (PDF)
Saha, Matthew
Assuming Office (PDF)
Desrochers, Réal
Leaving Office (PDF)
Stevenson, Clinton
Assuming Office (PDF)
Bader, David
Assuming Office (PDF)
Hurley, James
Leaving Office (PDF)
Rosborough Watt, Lauren
Assuming Office (PDF)
Weir, Laurie
Leaving Office (PDF)
Yokan, Christine
Leaving Office (PDF)
Eason, Cheryl
Annual (PDF)
Eliopoulos, Theodore
Annual (PDF)
Frost, Marcie
Assuming Office (PDF)
Hoffner, William Douglas
Assuming Office (PDF, 1.09 MB), Leaving Office (PDF, 1.10 MB), Annual (PDF)
Jacobs, Matthew
Annual (PDF)
Lum, Donna
Annual (PDF)
Pacheco, Brad
Annual (PDF)
McKeever, Doug
Leaving Office (PDF, 1.78 MB)
Stausboll, Anne
Leaving Office (PDF, 1.85 MB)
Tollette, Wylie
Annual (PDF)
Bilbrey, Michael
Annual (PDF)
Chiang, John
Annual (PDF, 15 MB)
Costigan, Richard
Annual (PDF, 1.31 MB)
Feckner, Rob
Annual (PDF)
Gillihan, Richard
Annual (PDF), Amend (PDF)
Hollinger, Dana
Annual (PDF)
Jelincic, JJ
Annual (PDF)
Jones, Henry
Annual (PDF)
Lind, Ron
Annual (PDF)
Mathur, Priya
Annual (PDF)
Slaton, Bill
Annual (PDF)
Taylor, Theresa
Annual (PDF)
Boyken, Grant
Leaving Office (PDF, 3.38 MB)
Cobb, Ralph
Annual (PDF)
Elliott, Christina
Leaving Office (PDF)
Greene-Ross, Karen
Annual (PDF, 4.69 MB)
Hagen, Katie
Annual (PDF)
Juarez, Steve
Assuming Office (PDF, 1.68 MB)
Lawyer, Eric
Annual (PDF)
LoFaso, Alan
Annual (PDF)
Moore, Frank
Annual (PDF)
Paquin, Lynn
Annual (PDF)
Rosales, Najia
Annual (PDF)
Wong-Martinusen, Collin
Annual (PDF)
Andrus, James
Annual (PDF)
Behl, Jason
Annual (PDF)
Bourdais de Charbonniere, Fanny
Annual (PDF)
Carden, Steven
Annual (PDF)
Carmany, David
Annual (PDF)
Carrillo, Diego
Annual (PDF)
Chavez, Ron
Annual (PDF)
Claybar, Jr., James M.
Leaving Office (PDF, 1.84 MB)
Cole, John
Annual (PDF)
Cole, Matthew
Annual (PDF)
Corr, Sarah
Annual (PDF)
Crane, Colin
Annual (PDF)
Crocker, Katherine
Annual (PDF)
Da Conceicao, Nelson
Leaving Office (PDF)
Dawood, Shazia
Annual (PDF)
Delfendahl, Jane
Annual (PDF)
Douglas, Catherine
Annual (PDF)
Eberhardt, Robert
Annual (PDF)
Eichman, Todd
Annual (PDF)
Flynn, Matthew
Annual (PDF)
Garcia, Rafael
Annual (PDF)
Gaviria, Juan
Annual (PDF)
Gogan, Christine
Annual (PDF)
Greenwood, Shaun
Annual (PDF)
Grimberg, Scott
Annual (PDF)
Guidi, Carl
Annual (PDF)
Hayamizu, Derek
Annual (PDF)
Hirst, Kevin
Annual (PDF)
Hossain, Mahboob
Annual (PDF)
Hsu, Chen-Yi
Annual (PDF)
Hurley, James
Annual (PDF)
Inglett, Michael
Annual (PDF)
Jacobsen, Scott
Leaving Office (PDF, 1.61 MB)
Johnson, John
Annual (PDF)
Karsh, Andrew
Annual (PDF)
Kiefer, Daniel
Annual (PDF)
Knueven, Dennis
Annual (PDF)
Kopkash, Thomas
Annual (PDF)
Kramer, Paul
Annual (PDF)
Krimm, Michael
Annual (PDF)
Lagnado, Ronald
Annual (PDF)
Lapenna, Todd
Leaving Office (PDF, 1.52 MB)
Lessing, Rina
Assuming Office (PDF), Annual (PDF)
Leu, Brian
Annual (PDF)
Li, Aili
Annual (PDF)
Liu, Ping
Annual (PDF)
McDonagh, Thomas
Annual (PDF)
McHenry, David
Annual (PDF)
McQuade, Brian
Annual (PDF)
Misik, Timothy
Annual (PDF)
Montgomery, Kristin
Annual (PDF)
Mouton, Bertrand
Assuming Office (PDF, 2.28 MB), Annual (PDF)
Mullan, Randall
Leaving Office (PDF, 2.56 MB)
Niebank, Kami
Annual (PDF)
Nzima, Simiso
Annual (PDF)
O'Donnell, Jonathon
Annual (PDF)
Ong, Ryan
Annual (PDF)
Orlich, Anton
Leaving Office (PDF, 1.15 MB)
Parks, Brian
Annual (PDF)
Paterson, Robert
Assuming Office (PDF, 2.32 MB), Annual (PDF)
Pevzner, Dmitry
Assuming Office (PDF)
Phillips, Arnold
Annual (PDF)
Pontes, Don
Annual (PDF)
Pottle, Randy
Annual (PDF)
Prather, Troy
Annual (PDF)
Reese, Christine
Annual (PDF)
Richtman, Beth
Annual (PDF)
Riffle, Michael
Annual (PDF)
Rosborough, Michael
Annual (PDF)
Rothfield, John
Annual (PDF)
Sandoval, Dianne
Annual (PDF)
Schlenker, Eric
Annual (PDF)
Scripps, Justin
Annual (PDF)
Shah, Harshal
Annual (PDF)
Sherwood-McGrew, William
Annual (PDF)
Simpson, Anne
Annual (PDF)
Smith, Todd
Annual (PDF)
Stokes, Jason
Annual (PDF)
Storebaug, Roar
Annual (PDF)
Szymoniak, Thomas
Annual (PDF)
Tanner, Dan
Annual (PDF)
Timberlake D'Adamo, Marlene
Assuming Office (PDF, 2.23 MB), Annual (PDF)
Vang, Sin Sai
Annual (PDF)
Venner, Raymond
Leaving Office (PDF, 2.76 MB)
Weir, Laurie
Annual (PDF)
Winter, Kevin
Annual (PDF)
Yokan, Christine
Annual (PDF)
Yrure, Edward
Annual (PDF)
Zahorak, Louis
Annual (PDF)
Zhang, Pu
Annual (PDF)
Boynton, Ann
Leaving Office (PDF)
Eason, Cheryl
Leaving Office (PDF, 1.14 MB), Assuming Office (PDF, 1.13 MB)
Eliopoulos, Theodore
Annual (PDF, 4.71 MB)
Glazier, Robert
Leaving Office (PDF, 1.76 MB)
Hoffner, William Douglas
Leaving Office (PDF, 1.06 MB), Assuming Office (PDF)
Jacobs, Matthew
Annual (PDF, 2.96)
Lum, Donna Ramel
Leaving Office (PDF), Assuming Office (PDF)
McKeever, Doug
Assuming Office (PDF, 1.78 MB), Leaving Office (PDF, 2 MB), Assuming Office 2 (PDF, 1.81 MB)
Milligan, Alan W.
Leaving Office (PDF, 1.77 MB), Assuming Office (PDF, 1.76 MB)
Pacheco, Brad
Assuming Office (PDF), Leaving Office (PDF), Annual (PDF)
Stausboll, Anne
Annual (PDF, 1.96 MB)
Tollette, Wylie
Annual (PDF, 3.06 MB)
Bilbrey, Michael
Annual (PDF, 1.29 MB)
Chiang, John
Annual (PDF, 14.86 MB)
Costigan, Richard
Annual (PDF, 3.02 MB)
Diehr, George
Leaving Office (PDF, 1.23 MB)
Feckner, Rob
Annual (PDF, 2.32 MB)
Gillihan, Richard C.
Annual (PDF, 1.78 MB)
Hollinger, Dana
Annual (PDF, 4.77 MB)
Jelincic, JJ
Annual (PDF, 2.82 MB)
Jones, Henry
Annual (PDF, 5.32 MB)
Lind, Ronald
Annual (PDF)
Lockyer, Bill
Leaving Office (PDF, 6.63 MB)
Mathur, Priya
Annual (PDF, 1.29 MB)
Slaton, Bill
Annual (PDF, 6.63 MB)
Taylor, Theresa
Assuming Office (PDF), Annual (PDF)
Yee, Betty
Assuming Office (PDF, 2.47 MB), Annual (PDF, 5.37 MB)
Biegler, Robert
Leaving Office (PDF)
Boyken, Grant
Annual (PDF, 2.15 MB)
Cobb, Ralph
Annual (PDF, 2.68 MB)
Elliott, Christina
Assuming Office (PDF), Annual (PDF, 1.84 MB)
Greene Ross, Karen
Assuming Office (PDF, 2.02 MB), Annual (PDF, 4.58 MB), Amend (PDF)
Hagen, Katie
Assuming Office (PDF), Annual (PDF, 1.29 MB)
Lawyer, Eric
Assuming Office (PDF) Annual (PDF)
Liebert, Barbara
Leaving Office (PDF, 2.29 MB), Amend (PDF)
LoFaso, Alan
Assuming Office (PDF, 2.57 MB), Annual (PDF, 1.13 MB)
McGuire, Terrence
Leaving Office (PDF, 5.03 MB)
Moore, Frank
Annual (PDF, 1.29 MB)
Noda, Audrey
Leaving Office (PDF, 1.15 MB)
Paquin, Lynn
Assuming Office (PDF, 1.38 MB), Annual (PDF, 1.27 MB)
Rosales, Najia
Annual (PDF, 1.11 MB)
Schell, Darlene
Leaving Office (PDF)
Wong-Martinusen, Collin
Annual (PDF, 2.11 MB)
Alexander, Judy
Leaving Office (PDF, 1.15 MB)
Andrus, James
Annual (PDF, 1.93 MB)
Baldwin Moody, Carol
Leaving Office (PDF)
Bourdais de Charbonniere, Fanny
Assuming Office (PDF, 1.12 MB), Annual (PDF, 1.81 MB)
Busay, Eric
Leaving Office (PDF, 3.60 MB)
Carden, Steven
Annual (PDF, 1.28 MB)
Claybar Jr., James
Annual (PDF, 2.47 MB)
Cole, John
Annual (PDF, 7.98 MB)
Corr, Sarah
Annual (PDF)
Crocker, Katherine
Assuming Office (PDF 2.17 MB), Amend (PDF), Amend 2 (PDF), Annual (PDF, 2.97 MB)
Da Conceicao, Nelson
Annual (PDF, 1.43 MB)
Delfendahl, Jane
Annual (PDF, 4.55 MB)
Eberhardt, Robert
Annual (PDF, 1.98 MB), Amend (PDF)
Eichman, Todd
Assuming Office (PDF, 1.06 MB), Annual (PDF, 1.31 MB)
Flynn, Matthew
Annual (PDF)
Garcia, Rafael
Annual (PDF, 3.51 MB)
Gaviria, Juan
Annual (PDF, 2.73 MB)
Gogan, Christine
Annual (PDF, 1.32 MB)
Greenwood, Shaun
Annual (PDF)
Grimberg, Scott
Annual (PDF, 3.15 MB)
Guidi, Carl
Annual (PDF, 2.91 MB)
Hayamizu, Derek
Annual (PDF, 1.81 MB)
Hirst, Kevin
Annual (PDF, 1.31 MB)
Hossain, Mahboob
Annual (PDF, 3.50 MB)
Hsu, Chen-Yi (Jean)
Annual (PDF, 1.27 MB)
Hurley, James
Annual (PDF, 2.90 MB)
Inglett, Michael
Annual (PDF)
Jacobsen, Scott
Annual (PDF, 2.40 MB)
Jimenez, Geraldine
Leaving Office (PDF, 1.88 MB)
Johnson, John
Annual (PDF, 1.90 MB)
Karsh, Andrew
Annual (PDF, 1.33 MB)
Kiefer, Daniel
Annual (PDF, 2.46 MB)
Knueven, Dennis
Annual (PDF, 1.85 MB)
Kopkash, Thomas
Annual (PDF, 1.30 MB)
Kramer, Paul
Assuming Office (PDF), Annual (PDF)
Krimm, Michael
Assuming Office (PDF, 2.28 MB), Annual (PDF, 1.34 MB)
Lagnado, Ronald
Annual (PDF, 1.89 MB), Amend (PDF)
Lapenna, Todd
Annual (PDF, 1.82 MB)
Leu, Brian
Annual (PDF, 3.51 MB)
Li, Aili
Annual (PDF, 3.53 MB)
McDonagh, Thomas
Annual (PDF)
McQuade, Brian
Annual (PDF, 3.57 MB)
Misik, Timothy
Annual (PDF, 1.29 MB)
Montgomery, Kristin
Annual (PDF, 1.34 MB), Amend (PDF)
Mullan, Randall
Annual (PDF, 2.41 MB)
Nzima, Simiso
Annual (PDF, 1.91 MB)
Orlich, Anton
Annual (PDF, 1.32 MB)
Phillips, Arnie
Annual (PDF)
Pontes, Don
Annual (PDF)
Pottle, Randy
Annual (PDF, 1.18 MB), Amend (PDF)
Prabhakar, Rajiv
Leaving Office (PDF, 1.33 MB)
Quinn, Jim
Annual (PDF, 5.06 MB)
Reese, Christine
Annual (PDF, 1.26 MB)
Richtman, Beth
Annual (PDF, 6.39 MB)
Riffle, Michael
Annual (PDF, 2.90 MB)
Rosborough, Michael
Annual (PDF, 2.98 MB)
Rothfield, John
Annual (PDF, 2.40 MB)
Sandoval, Dianne
Annual (PDF,1.82 MB)
Schlenker, Eric
Annual (PDF, 1.69 MB)
Scripps, Justin
Annual (PDF, 2.49 MB)
Shah, Harshal
Annual (PDF, 5.75 MB)
Sherwood-McGrew, William
Annual (PDF)
Simpson, Anne
Annual (PDF, 1.96 MB)
Smith, Todd
Annual (PDF)
Storebaug, Roar
Annual (PDF, 1.30 MB)
Szymoniak, Thomas
Annual (PDF, 6.95 MB)
Tanner, Dan
Annual (PDF, 1.29 MB)
Vang, Sin Sai
Assuming Office (PDF, 1.64 MB), Annual (PDF, 1.79 MB)
Venner, Raymond
Annual (PDF, 3.47 MB)
Walia, Amit
Leaving Office (PDF, 1.09 MB)
Weir, Laurie
Annual (PDF, 1.98 MB)
Winter, Kevin
Annual (PDF)
Yokan, Christine
Annual (PDF, 2.22 MB)
Yrure, Edward
Annual (PDF)
Zahorak, Louis
Annual (PDF, 3.66 MB)
Zhang, Pu
Annual (PDF, 3.88 MB)
Bailey-Crimmins, Liana
Annual (PDF, 1.83 MB)
Boynton, Ann
Annual (PDF)
Eason, Cheryl
Annual (PDF, 1.15 MB)
Eliopoulos, Theodore
Annual (PDF, 4.93 MB)
Glazier, Robert
Annual (PDF, 1.81 MB)
Hoffner, William Douglas
Annual (PDF)
Jacobs, Matthew
Assuming Office (PDF), Annual (PDF, 2.87 MB)
Lum, Donna Ramel
Annual (PDF)
Milligan, Alan W.
Annual (PDF, 1.67 MB)
Ratto, Gina
Leaving Office (PDF)
Stausboll, Anne
Annual (PDF, 2.81 MB)
Tollette, Wylie
Assuming Office (PDF), Annual (PDF, 2.98 MB)
Webb, Kathleen
Leaving Office (PDF)
Bilbrey, Michael
Annual (PDF)
Chiang, John
Annual (PDF, 9.19 MB)
Costigan, Richard
Annual (PDF, 1.47 MB)
Diehr, George
Leaving Office (PDF, 1.23 MB)
Feckner, Rob
Annual (PDF, 2.03 MB)
Gillihan, Richard C.
Assuming Office (PDF)
Hollinger, Dana
Assuming Office (PDF, 5.93 MB), Annual (PDF, 4.75 MB)
Jelincic, JJ
Annual (PDF, 1.77 MB)
Jones, Henry
Annual (PDF, 6.39 MB)
Lind, Ronald
Annual (PDF, 1.63 MB)
Lockyer, Bill
Leaving Office (PDF, 1.99 MB)
Mathur, Priya
Annual (PDF, 1.12 MB)
Slaton, Bill
Annual (PDF, 7.36 MB)
Biegler, Robert
Leaving Office (PDF)
Boyken, Grant
Annual (PDF, 1.28 MB)
Cobb, Ralph
Annual (PDF, 1.62 MB)
Coony, Stephen
Leaving Office (PDF, 1.93 MB)
Holton-Hodson, Ruth
Leaving Office (PDF)
Liebert, Barbara
Assuming Office (PDF), Leaving Office (PDF, 2.29 MB), Amend (PDF)
McGuire, Terrence
Annual (PDF, 5.14 MB)
Moly, Rohimah
Leaving Office (PDF, 1 MB)
Moore, Frank
Annual (PDF, 1.12 MB)
Noda, Audrey
Leaving Office (PDF, 1.15 MB)
Rosales, Najia
Annual (PDF, 1.15 MB)
Schell, Darlene
Leaving Office (PDF)
Wong-Martinusen,Colin
Annual (PDF. 1.59 MB)
Alexander, Judy M.
Annual (PDF, 1.14 MB)
Andrus, James A.
Assuming Office (PDF), Annual (PDF)
Baker, Lyndall T.
Leaving Office (PDF)
Baldwin Moody, Carol
Leaving Office (PDF)
Bergquist, Derek
Leaving Office (PDF)
Billimoria, Farhad
Leaving Office (PDF)
Busay, Eric B.
Annual (PDF, 3.95 MB)
Carden, Steven E.
Annual (PDF)
Claybar, Jr., James M.
Annual (PDF, 2.38 MB)
Cole, John
Annual (PDF, 6.84 MB)
Corr, Sarah M.
Annual (PDF)
Da Conceicao, Nelson
Annual (PDF, 1.13 MB)
Delfendahl, Jane C.
Annual (PDF, 3.93 MB)
Eberhardt, Robert M.
Annual (PDF, 1.84 MB)
Flynn, Matt J.
Annual (PDF)
Garcia, Rafael
Assuming Office (PDF), Annual (PDF, 2.91 MB)
Garg, Vikas
Leaving Office (PDF)
Gaviria, Juan
Assuming Office (PDF)
Gogan, Christine A.
Annual (PDF, 1.15 MB)
Greenwood, Shaun S.
Annual (PDF)
Grimberg, Scott
Annual (PDF, 2.53 MB)
Guidi, Carl A.
Annual (PDF, 2.82 MB)
Hayamizu, Derek T.
Annual (PDF, 2.29 MB)
Hirst, Kevin
Assuming Office (PDF), Annual (PDF, 1.30 MB)
Hossain, Mahboob
Assuming Office (PDF), Annual (PDF, 1.08 MB)
Hsu, Chen-Yi
Annual (PDF, 1.12 MB)
Hurley, James J.
Annual (PDF, 2.88 MB)
Inglett, Michael
Annual (PDF)
Jacobsen, Scott
Annual (PDF, 2.24 MB)
Jimenez, Geraldine L.
Annual (PDF, 1.24 MB), Amend (PDF, 1.10 MB)
Johnson, John
Annual (PDF, 1.75 MB)
Karsh, Andrew B.
Annual (PDF, 1.71 MB)
Kiefer, Daniel E.
Annual (PDF, 2.31 MB)
Knueven, Dennis
Annual (PDF, 1.71 MB)
Kopkash, Thomas
Annual (PDF, 1.11 MB)
Lagnado, Ronald
Assuming Office (PDF), Annual (PDF, 1.11 MB)
Langhi, Robert W.
Annual (PDF)
Lapenna, Todd T.
Annual (PDF, 1.10 MB)
Leu, Brian M.
Assuming Office (PDF, 3.29 MB)
Li, Aili
Annual (PDF, 4.05 MB)
McQuade, Brian
Annual (PDF, 3.50 MB)
Meng, Yu
Annual (PDF, 5.86 MB)
Misik, Timothy A.
Annual (PDF, 1.11 MB)
Montgomery, Kristin
Annual (PDF, 1.17 MB)
Mullan, Randall
Annual (PDF, 2.13 MB)
Nzima, Simiso
Annual (PDF)
Orlich, Anton
Annual (PDF, 1.14 MB)
Phillips, Arnold B.
Annual (PDF)
Pontes, Don W.
Annual (PDF)
Pottle, Randy M.
Annual (PDF, 1.75 MB)
Prabhakar, Rajiv
Annual (PDF, 1.13 MB)
Quinn, Jim E.
Assuming Office (PDF), Annual (PDF, 3.89 MB)
Reese, Christine
Annual (PDF, 1.07 MB)
Richtman, Beth
Annual (PDF, 4.63 MB)
Riffle, Michael
Annual (PDF, 1.95 MB)
Robertiello, Egidio
Leaving Office (PDF)
Rosborough, Michael
Annual (PDF, 2.80 MB)
Rothfield, John
Annual (PDF, 2.22 MB)
Sandoval, Dianne L.
Annual (PDF, 1.66 MB)
Schlenker, Eric
Annual (PDF, 1.06 MB)
Scripps, Justin
Annual (PDF, 2.35 MB)
Shah, Harshal R.
Annual (PDF, 6.28 MB)
Sherwood-McGrew, William P.
Annual (PDF)
Simpson, Anne M.
Annual (PDF, 1.79 MB)
Smith, Todd L.
Annual (PDF)
Storebaug, Roar
Annual (PDF, 1.11 MB)
Szymoniak,Thomas
Annual (PDF, 7.06 MB)
Tanner, Dan
Annual (PDF, 1.12 MB)
Tarte, Sean
Leaving Office (PDF)
Venner, Raymond J.
Annual (PDF, 2.18 MB)
Walia, Amit
Annual (PDF, 1.09 MB)
Weir, Laurie H.
Annual (PDF, 1.95 MB)
Winter, Kevin A.
Annual (PDF)
Yokan, Christine C.
Annual (PDF, 1.06 MB)
Yrure, Edward C.
Annual (PDF)
Zahorak, Louis J.
Annual (PDF, 4.80 MB)
Zhang, Pu
Annual (PDF, 2.90 MB)
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.
June 2016 (PDF)
May 2016 (PDF)
April 2016 (PDF)
March 2016 (PDF)
February 2016 (PDF)
January 2016 (PDF)
December 2015 (PDF)
November 2015 (PDF)
October 2015 (PDF)
September 2015 (PDF)
August 2015 (PDF)
July 2015 (PDF)
June 2015 (PDF)
May 2015 (PDF)
April 2015 (PDF)
March 2015 (PDF)
February 2015 (PDF)
January 2015 (PDF)
December 2014 (PDF)
November 2014 (PDF)
October 2014 (PDF)
September 2014 (PDF)
August 2014 (PDF)
July 2014 (PDF)
June 2014 (PDF)
May 2014 (PDF)
April 2014 (PDF)
March 2014 (PDF)
February 2014 (PDF)
January 2014 (PDF)
December 2013 (PDF)
November 2013 (PDF)
October 2013 (PDF)
September 2013 (PDF)
August 2013 (PDF)
July 2013 (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
- April - June (PDF)
- January - March (PDF)
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. The following documents are provided:
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.
Bilbrey, Michael (PDF)
Chiang, John (PDF)
- Boyken, Grant (designee) (PDF)
- Elliot, Christina (designee) (PDF)
- Juarez, Steve (designee) (PDF)
- Lawyer, Eric (designee) (PDF)
- Moore, Frank (designee) (PDF)
- Rosales, Najia (designee) (PDF)
- Wong-Martinusen, Collin (designee) (PDF)
Costigan, Richard (PDF)
Feckner, Rob (PDF)
Gillihan, Richard (PDF)
- Cobb, Ralph (designee) (PDF)
- Hagen, Katie (designee) (PDF)
Hollinger, Dana (PDF)
Jelincic, JJ (PDF)
Jones, Henry (PDF)
Lind, Ron (PDF)
Mathur, Priya (PDF)
Slaton, Bill (PDF)
Taylor, Theresa (PDF)
Yee, Betty (PDF)
- Greene-Ross, Karen (designee) (PDF)
- Lofaso, Alan (designee) (PDF)
- Paquin, Lynn (designee) (PDF)
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.
- 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.
Organization
- Benefits Overview
- CalPERS Story
- Divisions & Offices
- Executive Officers
- Facts at a Glance
- Strategic & Business Plans
- Transparency & Accountability