04/13/10 11:12 FAX I4l 002 FI L r- 0 IN "HE OFf::C:e 01: THE I: CBIEF OFFICER OF SAN MATEO COIJINTY, STATEMENT OF ECONOMIC INTERESTS MAR 11 l010 COVER PAGE A ,Public Docunzenf NAME (LAST) (FmST) (MIDDLE) Whitman Margaret .. ""-.-----" Cushing ( 916 ) 442-77!i7 MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: E-Mtl L ADDRESS (Business Address Acceplable) Sacramento CA 95814 455 Capitol Mall. Suite 801 1----.;...--------------------------"-----_ ..... 1._._--_.,._,---- 1. Office, Agency, or Court Name of Office, Agency, or Court: Governor Division, Board, District, if applicable: Your Position: ... If filing for multiple positions, lisf additional agf:lncy(ies)1 position(s): (Attach a separate sheet if necessary.) Agency: ______________________ __ 4. Schedule Summary ,.. Total number of pages 19 including this cover page: ... _ ... Check applicable schedules or "No reparta hie interests.1f I have disclosed interests on one or more of 1:l1e attached schedules: Schedule A- 1 I&l Yes - schE!dllle attClched Investments (Less tl1iln Ownership) Schedule A-2 I8l Yes - scllmJlIle atte:checl Investments (10% or Greater Ownerslllp) Position: _______________ _ ---... _ ... ,., ,,, ... ". . _,.,.,. __ .. , ___ ., ___________ ,_ ,_ 2. Jurisdiction of Office (Check at least one box) State o County of _________ _ o City Dr ___________ _ o MUlti-County ___________ _ o Other ---_________ _ l--_________________ __ _ 3, Type of Statement (Check at feast one box) 0' Assuming Office/Initial o Annual: Theiperiod covered is January 1, 2009, through December 31 t 2009. o The period covered is __ ", ___ 1.. __ ""_, through December 31, 2009, o Leaving Office Date Left: --------1 __ (Check one) o The period covered is January 1, 200!') , the date of leaving office. -or- o The period covered is ----1-----' ____ , through the date of leaving office. (gj Candidate Election Year: 201 O, ____ __ Rea/ Properly Schedule ,C Ig) Yes - schE!dule aUached Income, Loans, & Business Positi'cJrls (Income OilIer I'B/1 Girts I111r1 Travel Payments) Schedule 0 Income - Gifts DYes - attached Schedule E 0 Yes - schedule attached Income - Gifls .- Travel Payments o No reportable interests on any SChEldule 5. Verification 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 hereil and in any attached schedules is true and Gomplete. I certify under penalty or peljury under the laws of the State of California that the foregoin9 is true and (Xlrrec;t. March 12,2010 Date Signed ------(ti;Cirill, clay. ---- 't: originally signed statemen0ilh your oHicial.) Signature FPPC: Form 100 (2009/2010) FPPC Toll-Free Helpline: 8G6/ASK-FPPC www.fppc.ca.gov
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List of Meg Whitman's Current Investments in VC, PE, and Hedge Funds (Pages 9 - 19)
Meg Whitman has a $1.2 billion net worth. Most of it is invested in 200 VC, PE, and Hedge Fund firms. She claims she'll put these in a "blind trust" which -- by definition -- means she'll have to liquidate to cash. I doubt most of these funds (especially PE firms) will let her do it and it's not clear she'll find buyers for her stakes in the secondary market. For the big hedge funds (and she does invest in the creme de la creme), it's fairly easy to look up their stock holdings in required SEC 13F SEC filings they have to make quarterly (of their long holdings).
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04/13/10 11:12 FAX I4l 002
FI Lr-0 IN "HE OFf::C:e 01: THE I: CBIEF ell:,(rrtot~6 OFFICER OF SAN MATEO COIJINTY, Cj~;LIF.
STATEMENT OF ECONOMIC INTERESTS D~~~,a'(;;:~;~~I;~d MAR 11 l010
COVER PAGE
A ,Public Docunzenf
NAME (LAST) (FmST) (MIDDLE)
Whitman Margaret I--------------------'~"'-"'''''.~,,-,,~~ -~ .. ,~" ""-.-----"
Cushing ( 916 ) 442-77!i7 ~-----r------------.-
MAILING ADDRESS STREET CITY STATE ZIP CODE OPTIONAL: E-Mtl L ADDRESS (Business Address Acceplable)
Sacramento CA 95814 455 Capitol Mall. Suite 801 1----.;...--------------------------"-----_.....1._._--_.,._,----1. Office, Agency, or Court
Name of Office, Agency, or Court:
Governor
Division, Board, District, if applicable:
Your Position:
... If filing for multiple positions, lisf additional agf:lncy(ies)1 position(s): (Attach a separate sheet if necessary.)
Agency: ______________________ __
4. Schedule Summary ,.. Total number of pages 19
including this cover page: ... _
... Check applicable schedules or "No reparta hie interests.1f
I have disclosed interests on one or more of 1:l1e attached schedules:
Schedule E 0 Yes - schedule attached Income - Gifls .- Travel Payments
o No reportable interests on any SChEldule
5. Verification
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 hereil and in any attached schedules is true and Gomplete.
I certify under penalty or peljury under the laws of the State of California that the foregoin9 is true and (Xlrrec;t.
March 12,2010 Date Signed ------(ti;Cirill, clay. ye,~------
't: ~ ,~( (.~ .lJ}-"lAL~~:~J_ originally signed statemen0ilh your ,~,j,lg oHicial.)
Signature
FPPC: Form 100 (2009/2010) FPPC Toll-Free Helpline: 8G6/ASK-FPPC www.fppc.ca.gov
04/13/10 11:13 FAX I4l 003
SCHEDULE A .. 1 Investments
Stocks, Bonds, and Other Interests (Ownership Interest is Less Than 10%)
Name
Margaret Whilman -----------------Do not attEwh brokerage or financial statements .
... NAME OF BUSINESS ENTITY
Procter & Gamble GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Manufacturer of Household Goods
FAIR MARI(ET VALUE
0$2,000 - $10,000
Igj $100,001 - $1,000,000
NATURE OF INVESTMENT
o $10,001 - $100,000
DOver $l,OOO,O(}Q
jg] S[Qck 0 Other -------~---~.--~ .. -.-,.---.--~-.-. (Onscrilll:)
o Partnership 0 Income of $0 - $500 o Income Received of $500 or More (Rf~pOlI WI Sr:I!erillle C)
IF APPliCABLE, LIST DATE:
--.J------1~ ACQUIRED
--.J--1.J]JL DISPOSED
... NAME OF BUSINESS ENTITY
Hampshire Capital General Partners GENERAL DESCRtPTION OF BUSINESS AC1WITV
... NAME OF BUSINESS ENTiTV
Whitehall Street Real Estato L.P. Xi'll ~-------------.,-~----------
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Real Estate Investment
FAIR MAR!<ET VALUE
[J $2,000 - $10,000
l8J $100,001 - $1,000,000
NATURE OF INVESTMENT
o $10.001 - $'100,000
DOver $l,OOC,Ooo
o Siock (J Oliler ----------------(Descrihe)
I8J Parlnership 0 Income of $0 - $500 ® Income Received of $500 Of More (RI~lnrl 011 Schedule C)
IF APPLICABLE, LIST DATE:
--'_-'.-lliL ACQUIRED
---1 __ J~ DlSPOSED
... NAME OF BUSiNESS ENTITY
GS Private Equity Partner 1999, L.P. -~--~---~ ... _---------GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Clleck one Check one l&I Trust, go to 2 0 Business Entity, complete tile /)0)(, limn 90 to 2 o Trust, go to 2 o Business Entity, comp/me tile 1::11{, Ihi~n go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS I.CTIVITY
FAIR MARI(ET VALUE 0$2,000. $10,000 0$10.001 • $100,000 D $100.001 - $1.000,000 q Oller $' ,000,000
IF APPLICABLE, LIST DATE:
NATURE OF INVESTMENT
_1.-.-JJ1§L ACQUIRED
o Sole Proprietorship 0 Partnership
YOUR BUSINESS POSITION ______ _
._~_J-----1.QJL DISPOSED
Olher
~ 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA ;;;' .. ' SHARE OF THE GROSS INCOME m. THE ENTlTVITRUSn . .' , ..
FAIR MARI{ET VALUE o $2,000 • $10,000
IF APPLICABLE, LIST OM E:
D $l().OGl - $100.000 0$100,001 - $1.000,000 DOver $1,000.000
NATur~E OF INVESTMENT
_.L--109 ACQUIRED
[J Sole Proprietorship 0 Partnership
YOUR BUSINESS POSITION ___ _
__ .. l_.JJlJL DISPOSED
~ 2. IDENTIFY THE GROSS INCOME REO SHARE OF THE GROSS INCOME m _.ti~._
(Other than Gifts and Travel Payments) ___ M_argaret Whitn~~~ __
NAME OF SOURCE OF INCOME
ebay, Inc. ADDRESS (Business Address Acceplable)
2145 Hamilton Avenue, San Jose, CA 95125 . .~~-~.~.~~~~~~-
BUSINESS ACTIVITY, If ANY, OF SOURCE
Internet Sales ---------------~ ~"~~~~-.~.,.~~~~-~-~.~-
YOUR BUSINESS POSITION
CE O/Consultant
GROSS INCOME RECEIVED
o $500 . $1,000 0 $1,001 - $10,000
0$10,001 - $100,000 ~ OVEI~ $100,000
CONSIDERATION FOR WHICI-J INCOME WAS RECEIVED
o Salary D Spouse's or registered domestic portner's income
o Loan repayment
o Sale or ---------(Ptoperly, em; /Joal, etc.)
o Commission or 0 Rental Income, lisl each smm:o of $ 10, (J[}O nr mom ' __ .'~._" __ ·_'~_+~>-<-__________ ~ ___ ~'_~ ___ L'_""'~,_".~_~~~ .. ~>._~ ___ .,
!gl Other Salary and Stock Options (Descri/Jej
__ 111111_ NAME OF SOURCE OF INCOME
~~!_anford University Medical C~enter ____ ~ ___ _ ADDRESS (Business Address Acceptable)
~690 Hanover Street, Palo AI~~t CA 94304 _____ _ BUSINESS ACTIVITY, IF ANY, OF SOURCE
_Medical/Hospital Services YOUR BUSINESS POSITION
GHOSS INCOME RECEIVED
[J $500 . $1,000 D $1,001 • $'10,000
o $'10,001 . $'100.000 jgj OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECE!VED
[] Salary [8] Spouse's or regislsrerl domestic partner's i 1comEl
o Loan repayment
[J Sate of --- ~--__ _ (Properly. r;ar, boal, ele.)
Commission or Rantal Income, /151 m'lch sOllr;;/) of $10, no or mOle
o Other ---~,,------~ (Describe)
.. t:'2~' LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD'" '. ;., ,",.' . " .. "l:, ;' , .,-1 ___ lil __
* You are not required to report loans from commercial lencling institutions, or any indebt.eclness creatE:d as part of a retail installment or credit card transaction, made in tile lender's regular course of business on t(:rms available to members of the public without regard to your official status. Personal loans and loans [Hceived not in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER"
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDE.R
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 . $1,000
D $1,001 - $10,000
o $10,001 • $100,000
DOVER $100,000
Comments:
INTEREST HATE TERM (Monlhs/Years)
.. ~-.-~.--~% D None
SECURITY FOR LOAN
o None 0 Personal residence
[J r~ea! Property.. ~-__ _ SfI'eClllddress
CUy
D Other --~'"~---~ __ (iJm:(:tibo)
FPPC~ Form 700 (2009J~~1)10) Sch. C FPPC Toll-Free Helpline: 866/Jl.5I(-FPPG www.fJpc.ca.gov
04/13/10 11:16 FAX 141 006
SCHEDULE C Income, Loans, & Business
Positions
CA'(iF ' RNIA " ~ '~l' .. I ~:~ 4 -- -
. FAIR POll ICAL. PRA • ? ,,".' l .
Name
(Othm Ulan Gifts and Travel Payments) Margaret Wilitman
NAME OF SOURCE OF INCOME
Whitehall Street Real Estate L.P. XIII ADDRESS (Business Address Acceptable)
180 Maiden Lane, 40th Floor, New York, NY 10038 BUSINESS ACTIVITY, IF ANY, OF SOURCE
Real Estate Investment YOUR BUSINESS POSITION
Limited Partner
GROSS INCOME RECEIVED
D $500 - $1,000
o $10,001 . $100,000
0$1.001 - $10,000
{gl OVER S100,OOO
.----~-<-- ~ .,.-<~~ • ..-~ ......... -
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's inc(]me
180 Maiden Lane, 40th Floor, New York, NY 10038 ~- -.----
BUSINESS ACTIVITY, IF ANY, OF SOLJHCE
_~!.!vate Equity Fund YOUR BUSINESS POSITION
Limited Partner
mmss INCOME HECEtVED
[J $500 - $1,000 0 $1,001 - $10,000
0$'10,001 - $100,000 I8l OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary [J Spouse's or registemc: domestic IJmtner's il1come
D Loan repaymenl
[J Sale of -_ .. ' (Proporiy. eill; boal. fll!:.)
!8l Other _Investment Returnlfnc:orne (De.saitlflJ
.... ', 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD " ".'" ',',. , .... : ::,' ", '" 1 ___ 111_-
* You are not required to report loans from commercial lencling institutions, or any indebtedness created as part of a retail instaJiment or credit carel transaction, made in tile lender's re~Jular course of business on l.I~rms
available to members of the public without regard to your official status. Personal loans and loans IHceived not in a lender's regular course of tmsinHss must be disclosed as follows:
NAME OF LENDER"
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOI)
D $500 . $1.000
o $1,001 - $10,000
o $10,001 • $100.000
DOVER $100,000
Comments:
INrEREsT RATE TEHM (MonlhsiVean;:
.... ,.,._-_% 0 None
SECURITY FOR LOAN
o None 0 Personal residl~nce
o Real Properly., -----.
------------_._---Cily
LJ Guaranlor
o Other ([}fJscribv)
FPPC Form 700 (2009/;~()10) Sch. C FPPC Toll-Free Helpline: 8661i\SK~FPPG WWVU Jppc.ca.gov
04/13/10 11:17 FAX I4l 007
SCHEDULE C Income, Loans, & Business
Positions Name
(OHl{~r Ulan Gifts and Travel Payments) Margaret Whitman
NAME OF SOURCE OF INCOME
GS Capital Partners 2000, L.P. ADDRESS (Business Address Acceptable)
180 Maiden Lane, 40th Floor, New Yorl<, NY 10038 ~·~ __ '''_T·'""'"_~ __ /_·_~''_~-_
BUSINESS ACTIVITV, IF ANY, OF SOURCE
Private Equity Fund YOUR BUSINESS POSITION
Limited Partner
GROSS INCOME RECEIVED
o $500 . $1,000 D .'£1.001 • $10,000
o $10,001 . $100,000 IZl OVER $100,000
CONSIDERATION FOR WHICI-! INCOME WAS RECEIVED
o Salary 0 Spouse's or r&gislered domestic partner's Im:ome
o Loan repayment
o Sale or -------------,~--~~-.. ~.,,~--.-.--.. --(Properly, car. tJOIII, ate.)
Igj Olher Investment Return/Income (DescriIJe)
NAME OF SOURCE OF INCOME
GS Special Opportunities Fund (Asia), L.F~~ __ _ ADDRESS (Business Address Acceptable)
180 Maiden Lane, 40th Floor, New York, r,:y 10038 ----- - _._-----------BUSINESS ACTIVITY. IF ANY, OF SOURCE
Private Equity Fund YOUR BUSINESS POSITION
Limited Partner ---~--.~,~~--------,----
GROSS INCOME RECEIVED
o $500 - ~nooo 0 $1,001 . $10,000
o $10,001 . $100,000 I&l OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
[] Salary 0 Spouse's or registered domestic partner'~ ncome
o Loan repayment
[J Sale or . (Pmporly. car, boar, e,'c.)
~ Other Investment Return/Income {Duseribe}
.,' 2: LoANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD" . .' . ,». . __ ._111_-:;. You are not required to report loans from commercial fending institutions, or any indebteclness creatE:d as part
of a retail installment or credit card transaction, made in the lender's re~Jular course of business on terms available to members of the public wlthout regard to your official status. Personal loans and loans n3ce.ived not in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500· $1.000
o noOl • $10,000
o $10.001 • $100,000
DOVER $100,000
Comments:
INTEREST RATE TEF~M (MolT;hs/Vean;)
~ ___ % o None
SECURITY FOR LOAN
o None o Personal residmlce
[J Real Property
Cily
o Guarantor -,,-----~-,--_
o Other ___ , .. _____ ."'.~ __________ _ (Do,Scribl1)
---~---.. ~----~-.~----
FPPC Form 700 (20091;;;1)10) Sch. C FPPC Toll-Free Helpline: 86611\SK-FPPG www .• ppc.ca.gov
04/13/10 11:18 FAX 141 008
SCHEDULE C Income, Loans, & Business
Positions Name
(OHler than Gifts and Travel Payments) Margaret Whitman
NAME OF SOURCE OF INCOME
Ra ndom House - Crown Publishing Gr,~~~P_ .. ~ .... _ ... ~._ ADDRESS (Business Address Acceptable)
1745 Broadway, N·ew York, NY 10019 _~~~_~~ __ ._ BUSINESS ACTIVITY, IF ANY, OF SOURCE
Book Publishing YOU R BUSINESS POSITION
GROSS. INCOME RECEIVED
0$500 - $1.000 0 $1,001 .. $10.000
0$10.001 - $100.000 I.8l OVER $100,000
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary 0 Spouse's or registered domestic partner's income
D Loan repayment
, 0 Sale of -------- ... ~ ........ ~--..... . (Properly, CIlr, boat. elG"
D Salary 0 Spouse's or registered domestic partner's income
[J Loan repayment
o Sale of (Pf(J}Jl1fly. car, boal. ell;,)
[J CommIssion or Rental Income, Ii;;! each source o( $1« 1100 or mare ~-~.~~ .-.-~---~.
~ Other Stock 9..:..p_ti_o_ns _______________ . ___ _ (Describe)
1Ji;.: '2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD ,":! ", ' __ ._111_-* You are not required to report loans from commercial lending institutions, or any indebtr:dness created as part
of a retail installment or credit card transaction, made in the lender's regular course of business on :erms available to members of the public without regard to your official status. Personal loans and loans r Eiceived not in a lender's regular course of business must be disclosed as follows:
NAME OF LENDER'
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY. IF ANY. OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1.000
0$1.001 - $10.000
o $10.001 - $100.000
DOVER $100.000
Comments:
INTEI<EST RATE TEHM (MonthslYear!>I
-~-,~ .. -_% 0 None
SECURITY FOR LOAN
o None D Personal residence
[J Real Properly -~ .. ----~ Srrem address
~--------------.----City
o Guarant~r --------- -,.-----.. ----
o Other (Drn:r:rioe)
FPPC Form 700 (2009/:2 [ 10) Sch. C FPPC Toll-Free Helpline: 066/fl,SK·FPPC: WW1JI(. fppc.ca.gov
04/13/10 11:19 FAX I4l 009
SCHEDULE C Income, Loans, & Business'
Positions (Other than Gifts and Travel Payments) Margaret Whitman
One Procter & Gamble Plaza BUSINESS ACTIVITY, If ANY, OF SOURCE
Manufacturer of Household Goods YOUR BUSINESS POSITION
Former Director
GROSS INCOME RECEIVED
o $500 - $1.000 0 $1,001 • $10,000
0$10.001 - $100,000 !g] OVER $100,000
CONSIDEI~ATION FOR WHICH INCOME WAS RECEIVED
o Salary o Spouse's or registered domestic pmtner'~, IIlCIJme
o loan repayment
o Sale of (Property. car, boat, ele.)
Commission or 0 Rental Income, lis! eiJch SDtJfCil of $1D,nOa or mom
~ Other Stock Options (Describe)
--.----
NAME OF SOURCE OF INCOME
ADDRESS (Business Address, AcceptlJbll~)
.------------------_._---BUSINESS ACTIVITY, IF ANY, OF SOURCE
VOlll1 BUSINESS POSITION
GfmSS INCOME HECEIVED
[] $500 • $1.000 0 $1,001 .. :lil0,000
0$10,001 - $100,000 0 DVm ~,100,OOO
CONSIDERATION FOR WHICH INCOME WAS RECEIVED
o Salary [] Spouse's or registered domestic partner's income
[J loan repaymenl
[] Sale of (Pro})orly, car, baat, el/:.)
Commission or Rental Income,lisl each source o{ 51 ~, lIDO or more
-------------------------
[] Other ----~ .. --------.----
(De!iCfibe)
.... 2. LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD .
* You are not required to report loans from commerGial lenrJing institutions. or any indebtedness created as part of a retail installment or credit card transaction. made in the lender's regular course of business on :mms available to members of the public: without regard to your official status. Personal loans and [Dans rEfceived not in a lender's regular course of business mllst be disclosed as follows:
NAME OF LENDER"
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY, IF ANY, OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOI.)
o $500 - $1,000
o $1,001 - $10,000
o $10,001 - $100,000.
DOVER $100.000
Comments:
INTEREST RATE TERM (Mont1s/Vears:
SECURlTV fOR LOAN
[] Nona 0 Personal residence
o Real Property _····~ ____ .. _w _______ • ___ _
SImer ilddre5~
City
o Guarantor --~'------'---
o Other -~------(Describe)
FPPC Form 700 (2009J::1110) Sch. C FPPC Toll-Free Helpline: 8661J\SK-FPPG W\l\lU~ :'ppc.ca.gov
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SCHEDULE A-2 - Form 700, 03!J.2/09 - 03/12/10 Investments, Income and Assets of Business Entitiesrrrusts
1. Business Entity or Trust
Busi Glm Bu~int:S5 Entity or Trust Nnme Address Trust