L. Stephen Gizzi › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Blink Charging Co. | Vehicle Charging | $10,001–$100,000 | |
| ChargePoint | Vehicle Charging | $10,001–$100,000 | |
| Gizzi Family Charitable Fund | Charitable Fund · Fidelity Investment Account | $10,001–$100,000 | |
| ICMA Investment Account | Brokerage · Investment Account | $100,001–$1,000,000 | |
| PERS Investment Account | Brokerage · Investment Account | $100,001–$1,000,000 | |
| Wells Fargo Bank | Financial Institution | $100,001–$1,000,000 acquired 2025-01-01 disposed 2025-07-01 | |
| Wells Fargo IRA - now Empower Fund | Brokerage · Funds Account | over $1,000,000 |
Surrey Investments LLC LLC · from the PDF
Real Estate Development · Plymouth, CA · Manager / Lender
Value over $1,000,000 · gross income $10,001–$100,000
Sources of $10,000+: Surrey Investments LLC
Holds: 015-530-030-000 (Sutter Creek, CA) · over $1,000,000 · Property Ownership/Deed of Trust
| Property | Value | Rental income | |
|---|---|---|---|
| 015-530-030-000, Sutter Creek, CA · from the PDF Ownership/Deed of Trust | over $1,000,000 | — | |
| 10916756, Ashland, OR Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Quality Property Management | |
| Block 0018G / LOT 050B, San Francisco, CA Leasehold, 10 yrs remaining | $10,001–$100,000 | $1,001–$10,000 | |
| R576016 and R6040, Portland, OR · from the PDF Ownership/Deed of Trust | $100,001–$1,000,000 | $0–$499 |
| Source | Income | |
|---|---|---|
| Bay Marina Management Property Management · Property Owner · San Francisco, CA | $1,001–$10,000 Rental Income | |
| Quality Property Management Property Management · Property Owner · Medford, OR | $10,001–$100,000 Rental Income | |
| Wells Fargo Bank Financial Institution · Shareholder · San Francisco, CA | $10,001–$100,000 Other: Dividend Income | |
| Wells Fargo Bank Banking · Spouse's Income · San Francisco, CA | over $100,000 Spouse's or registered domestic partner's income | |
| Surrey Investments LLC Real Estate Development · Manager / Lender · Plymouth, CA | over $100,000 Loan Repayment | |
| R576016 and R6040 N/A · Property Owner · Portland, OR | over $100,000 Sale of: R576016 and R6040 |
| Paid by | Trip | Amount | |
|---|---|---|---|
| Superior Court of CA 600 Union Avenue, Fairfield, CA | Educational courses and (partial) reimbursements · Income | $2,400 |
A-1 WFC was acquired on multiple dates over many years and sold on multiple dates over several months in 2025
E Encompasses multiple courses