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Herb W Morgan
Controller
Running in 2026: Controller (June 2) “Chief Investment Officer” · Controller (November 3) “Chief Investment Officer”
Form 700 statements
| Statement | Filed | What it lists |
|---|---|---|
| 2026 Candidate Controller | 2026-02-16 | 117 investments, 6 income |
Findings
None.
Campaign money: Controller
Plus $43,050 in 15 contributions reported within 24 hours since their latest full report, which ends 2026-09-19: not yet in the totals above (they'll move into them, not be added twice, when the next full report comes in).
James Howell $9,800 2026-09-22 · Lucky Lippa $9,800 2026-10-05 · Gary Liska $9,800 2026-10-03 · Claire Reiss $3,000 2026-09-20 · Susan Groff $2,500 2026-10-08 · Brita Lindstrom $2,000 2026-09-27 · Pritpal Grewal $1,750 2026-09-24 · Americans4Hindu $1,000 2026-10-08 · Harvey Louis $1,000 2026-09-25 · Barrett McNabb $1,000 2026-09-22
IndividualsBusinessesTrade, professional and issue groupsLabor unionsTribal governmentsPolitical partiesOther candidates and officeholders
Compare with all state candidates →
How it was spent: $507,651
Largest payees: Swing Wire Media LLC $153,079 Consultants · Chase Card Services $146,375 Civic donations · Reform California Voter Guide $54,800 Literature and mailings · KFA Consulting Inc. $15,000 Consultants · Integrated Solutions: Political $14,677 Office expenses · OneArmedCowboy LLC $12,500 TV and cable · The KAL Group Inc. $10,960 Legal and accounting · Anedot $10,958 Office expenses
Payments on their full reports (Form 460 Schedule E) covering 2025–2026, by the FPPC's expense codes; a consultant's payments to others (ads, mail) show under the consultant.
| Top contributors | Type | Total |
|---|---|---|
| US Claims Services Inc. dba Payne Richards & Associates Keller | Business/other | $19,600 |
| Moses Heredia CEO · Global processing systems · La Verne | Person | $19,232 |
| Kevin Smith Lawyer · Wood Smith · San Diego | Person | $14,757.64 |
| Susan McMillin Retired · Retired · San Diego | Person | $12,250 |
| Keith DeGreen Retired · Retired · Mesa | Person | $11,561.53 |
| Jeff Lepore Retired · Retired · Del Mar | Person | $11,500 |
| Richard Meyer CEO · LMFS · San Diego | Person | $10,205.08 |
| Scott M Mcmillin Real Estate · The Corky McMillin co's · Coronado | Person | $10,180.10 |
| Kelly Burt Retired · Retired · San Diego | Person | $9,800 |
| Charles Cagle Consultant · DBA: Charles Reed Cagle · Dallas | Person | $9,800 |
| Kim Caldwell Retired · Retired · La Canada Flintridge | Person | $9,800 |
| Greg Fiori Retired · Retired · San Diego | Person | $9,800 |
| Don Oliphant Real Estate · DWO Ent. · Rancho Santa Fe | Person | $9,800 |
| James Teeter Engineer · JT Limac Inc. · Coronado | Person | $9,800 |
| Eric Johnson Retired · Retired · Rancho Santa Fe | Person | $9,432 |
Committees: MORGAN FOR STATE CONTROLLER 2026; HERB. From the Secretary of State's Cal-Access export; reports covering 2025–2026.
Outside spending for and against them
| Spender | Amount | |
|---|---|---|
| Reform Local Government PAC primary · latest report | for | $10,000 |
| SAN DIEGO COUNTY GUN OWNERS POLITICAL ACTION COMMITTEE general · latest report | for | $3,035 |
Independent expenditures reported within 24 hours (Form 496), from 2025. The candidate doesn't control them.
Their donors also gave to
Their largest donors who also funded other 2026 state candidates.
| Donor | To them | Candidates funded | By party |
|---|---|---|---|
| Moses Heredia CEO, Global processing systems · La Verne | $19,232 | 2 | |
| Susan McMillin Retired, Retired · San Diego | $12,250 | 2 | |
| Keith DeGreen Retired, Retired · Mesa | $11,562 | 2 | |
| Scott M Mcmillin Real Estate, The Corky McMillin co's · Coronado | $10,180 | 3 | |
| James Teeter Retired, Retired · Coronado | $9,800 | 2 | |
| Kim Caldwell Retired, Retired · La Canada Flintridge | $9,800 | 6 | |
| Los Angeles County Lincoln Clubs PAC (State) Group or PAC · Arcadia | $8,000 | 5 | |
| Carl DeMaio for State Assembly 2026 Candidate or officeholder committee · San Marcos | $6,415 | 57 | |
| Mitch Williamson Retired, Retired · San Diego | $6,165 | 2 | |
| James Eckstein Oral Surgeon, Center for Oral & Facial Surgery · Coronado | $6,000 | 2 | |
| Michael Furby Contractor and Developer, Marathon Construction · La Jolla | $6,000 | 6 | |
| Sanjay Ghosh Md, Senta · San Diego | $5,500 | 2 | |
| Michael Brown Retired, Retired · San Diego | $5,083 | 2 | |
| Raymond Ellis Retired, Retired · Del Mar | $5,041 | 2 | |
| William Exeter CEO, Exeter 1031 Exchange Services, LLC · San Diego | $5,000 | 4 |