California Files

Catherine Stefani › Form 700

Catherine Stefani: 2025 Annual statement

Annual 2025
Assembly Member, State Assembly · due 2026-03-02
Filed
2026-03-01 · signed 03/01/2026 11:25 AM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (29 p.) · FPPC portal

Findings

Context Travel payments

Lists $6,866.28 in travel paid by others (5 payments)

Largest: Newport Beach, CA ($3,956.41, Alliance of CA Farmers and Ranchers Community Fund), Sonoma, CA ($1,520, Foundation for California’s Technology and Innovation Economy), Yountville, CA ($691.64, California Life Sciences). 5 of 5 are listed as gifts.

What to check
  • Who paid, and for what: speeches, conferences and nonprofit-paid travel are treated differently (Schedule E instructions).
  • Whether the paying organizations have business before the office.

Rule: Travel paid by others
“Travel payments from third parties (not your employer).”Form 700 (2025/2026), Types of reportable interests ✓ quoted from the saved copy · how this rule works

Context Campaign money

1 source on this statement also gave to their campaign

Listed here and among the campaign's contributors in Cal-Access: Blue Shield of California ($2,500).

What to check
  • Context: a donor who is also an employer, client or gift-giver is public on both records.
  • Whether the official later acted on matters involving them (votes, contracts, recusals).

Rule: Campaign donors also on the statement

How this rule works

Schedule A-1 · Investments (under 10%) 102

NameBusinessValue
3M CoConglomerate$2,000–$10,000
Adobe Sys IncSoftware$2,000–$10,000
Agilent Technologies IncHealthcare equipment and services$2,000–$10,000
Albemarle CorpChemicals$2,000–$10,000
Amocor PlcPackaging company$2,000–$10,000
Andersons IncAgribusiness$2,000–$10,000
Anheuser BuschBeverage company$2,000–$10,000
Archer-Daniels Midland CoFood processing company$2,000–$10,000
Associated Banc CorpBank holding company$2,000–$10,000
AT&TTelecommunications$10,001–$100,000
Ball CorpPackaging / aerospace$2,000–$10,000
Bank Amer CorpBanking$2,000–$10,000
Bank Hawaii CorpCommercial banking$2,000–$10,000
Bank of Nova Scotia HalifaxBanking$2,000–$10,000
Blackberry Ltd.Software$2,000–$10,000
BoeingAviation$2,000–$10,000
Boston Scientific Corp ComBiotech$2,000–$10,000
Brown Forman CorpBeverages$2,000–$10,000
Cal Maine FoodsFood company$2,000–$10,000
Campbell Soup CoFood and beverage products$2,000–$10,000
Cardinal HealthHealth services company$10,001–$100,000
Caterpillar IncConstruction equipment$10,001–$100,000
CF Industries Holdings, IncAgriculture$2,000–$10,000
Church & Dwight Co IncHousehold products$2,000–$10,000
Cisco Sys IncNetworking$2,000–$10,000
Citigroup IncBanking company$2,000–$10,000
Citizens Finl GroupFinancial company$2,000–$10,000
Clorox CoConsumer products$10,001–$100,000
Coca Cola CompanyConsumer Packaged Goods$10,001–$100,000
Colgate Palmolive CoConsumer products$2,000–$10,000
Conagra Brands IncFoods$2,000–$10,000
Constellation Brands IncBeverages$2,000–$10,000
Crane CompanyIndustrial products$2,000–$10,000
Crane Nxt CoPayment technologies$2,000–$10,000
CSX CorporationRail transportation$2,000–$10,000
Dell TechnologiesTechnology company$2,000–$10,000
Denny's CorporationRestaurants$2,000–$10,000
Dover CorpIndustrial Products$2,000–$10,000
Eastman KodakPhotography company$2,000–$10,000
Eaton Vance Enhanced EquityInvestment company$2,000–$10,000
Edwards Lifesciences CorpLife sciences company$2,000–$10,000
Emerson Elec Co ComElectrical equipment$2,000–$10,000
Fidelity Natl Finl IncFinancial services$2,000–$10,000
Flowers Foods IncBakery products$2,000–$10,000
Flowserve CorpIndustrial and Environmental Management Equipment$2,000–$10,000
Ford Motor CoAutomotive$10,001–$100,000
Gap IncApparel$2,000–$10,000
GE Vernova IncEnergy company$2,000–$10,000
General ElectricMultinational conglomerate company$10,001–$100,000
General Motors CoAutomobile company$2,000–$10,000
Goldman Sachs Group IncFinancial Services$2,000–$10,000
Grainger WW IncIndustrial supplies$10,001–$100,000
Humana IncManaged healthcare$2,000–$10,000
Intel CorpTechnology$10,001–$100,000
International Business Machs CorpInformation technology$2,000–$10,000
International Flavors & FragrancesSpecialty chemicals$2,000–$10,000
International Paper CoPaper, pulp$2,000–$10,000
Johnson & JohnsonConsumer products$2,000–$10,000
Johnson CTLS INTL PLCIndustrial$2,000–$10,000
KellanovaFood$2,000–$10,000
Kraft Heinz CoFood products$2,000–$10,000
Lear CorpAutomotive products$2,000–$10,000
Lincoln National CorpFinancial company$2,000–$10,000
Microsoft CorpInfo tech$2,000–$10,000
MondelezFood processing$2,000–$10,000
NetflixEntertainment$10,001–$100,000
Nvidia CorpTechnology company$2,000–$10,000
NVT - NVent Electric PLCConglomerate$2,000–$10,000
Old Natl BancorpBanking$2,000–$10,000
Onemain Holdings IncFinancial services$2,000–$10,000
Pepsi CoBeverage Company$2,000–$10,000
PfizerPharmaceutical industry company$10,001–$100,000
PhillipsMultinational conglomerate corp$2,000–$10,000
Pitney BowesBusiness services$2,000–$10,000
PNC Finl Svcs Group IncFinancial services$2,000–$10,000
PNT - Pentair PLCTechnical solutions$2,000–$10,000
Primis Financial CorpBank holding company$2,000–$10,000
Revvity IncPharma$2,000–$10,000
Sanofi Spons ADRPharma$2,000–$10,000
Scotts Miracle Gro CoManufacturing$10,001–$100,000
Smith A O CorpCommercial heating projects$2,000–$10,000
Smucker JM CoFood$2,000–$10,000
Southern CoElectric Utility$2,000–$10,000
Stanley Black & Decker IncHardware$2,000–$10,000
Starbucks CorpCoffee$10,001–$100,000
Sysco CorpFood service$2,000–$10,000
Target CorpRetail$2,000–$10,000
TransunionInformation company$2,000–$10,000
Truist Finl CorpBank holding company$2,000–$10,000
Unilever PLCConsumer goods$2,000–$10,000
Union Pac CorpTransportation$2,000–$10,000
United Parcel Svc IncServices transportation$2,000–$10,000
V F VorpApparel$2,000–$10,000
ValvolineAutomotive services$2,000–$10,000
Verizon Communications IncTelecom$2,000–$10,000
Walt Disney CoEntertainment company$2,000–$10,000
Weis MarketsRetail grocery$2,000–$10,000
Wells FargoBanking$2,000–$10,000
West Pharmaceutical SVCS IncPharma$2,000–$10,000
Western Digital CorpComputer storage$2,000–$10,000
Westlake CorpChemical$2,000–$10,000
Whirlpool CorpHome appliances$2,000–$10,000

Schedule B · Real property 1

PropertyValueRental income
150 Troon Way, Half Moon Bay
Rental Property		$100,001–$1,000,000$10,001–$100,000
Thomas Pacheco

Schedule C · Income and business positions 2

SourceIncome
Portsmouth Financial Services
Securities Firm · Account Executive · 601 Montgomery Street, Suite 1950, San Francisco, CA 94111		$10,001–$100,000
Spouse's or registered domestic partner's income
XFA - a division of Marex
Securities Brokerage · Manager of San Francisco Operations · One Montgomery Tower, 2nd Floor, San Francisco, CA 94104		over $100,000
Spouse's or registered domestic partner's income

Schedule D · Gifts 34

FromGiftsTotal
Women in California Leadership Foundation · from the PDF
1700 Tribute Road, Suite 201 Sacramento, CA 95815
2025-01-06 · Engraved notebook and pens · $20.54
2025-01-08 · Dinner (meal/drinks) · $200
2025-01-29 · Reception (food/drinks) · $87.88
$308.42
Service Employees International Union (SEIU) California · from the PDF
1029 K Street, Sacramento, CA 95814
2025-01-21 · Fair market estimate of a reception (food/drink) · $55
2025-01-22 · Fair market estimate of a reception (food/drink) · $55
$110
California Issues Forum · from the PDF
1717 I Street, Sacramento, CA 95811
2025-06-18 · Lunch · $25.66
2025-07-16 · Lunch · $18.59
2025-08-25 · Dinner · $75.84
$120.09
California Legislative Black Caucus Foundation · from the PDF
921 11th Street, Sacramento
2025-01-15 · Fair market estimate of a sit-down breakfast reception · $75
$75
California Issues Forum · from the PDF
1717 I Street, Sacramento, CA 95811
2025-01-27 · Dinner · $54.85
2025-04-23 · Lunch · $16.74
2025-05-27 · Lunch · $17.78
$89.37
Robert Rivas for Assembly 2026 · from the PDF
1700 Tribute Road, Suite 201, Sacramento, CA 95815
2025-02-04 · Reception · $108.69
2025-04-23 · Reception (wine/beverage)* · $10.12
2025-04-29 · Jacket · $77.58
$196.39
California Democratic Party · from the PDF
1830 9th Street, Sacramento CA 95811
2025-02-05 · Breakfast + Lunch · $48.31
2025-05-28 · Lunch · $69.47
2025-09-03 · Lunch · $73.61
$191.39
The University of California, State Government Relations · from the PDF
1130 K Street, Suite 280 Sacramento, CA 95814
2025-02-18 · Dinner · $129.98
$129.98
SF Italian Athletic Club
1630 Stockton St, San Francisco, CA 94133
2025-02-22 · Dinner · $85
$85
California Democratic Party · from the PDF
1830 9th Street, Sacramento CA 95811
2025-12-02 · Wine · $54.48
$54.48
California Citrus Mutual · from the PDF
512 N. Kaweah Ave. Exeter, CA 93221
2025-02-19 · Meal · $210
$210
Ash Kalra for Assembly 2024 · from the PDF
312 Clay Street, Suite 300, Oakland CA 94607
2025-02-26 · Food and Beverage (Reception) · $53.07
$53.07
California Correctional Peace Officers Association · from the PDF
1121 L Street, Suite 200, Sacramento CA 95814
2025-03-11 · Dinner · $168.43
$168.43
SF Gay Men's Chorus
170 Valencia Street San Francisco, CA 94103
2025-03-28 · 2 Broadway Our Way Tickets · $304.20
2025-12-12 · 2 Holiday Spectacular Tickets · $304.20
$608.40
COREY JACKSON · from the PDF
1 W MANCHESTER BLVD 700, INGLEWOOD, CA 90301
2025-04-13 · Canvas Print · $17.28
2025-11-13 · Flowers · $70.58
$87.86
California Armenian Legislative Caucus Foundation · from the PDF
9458 TREELAKE ROAD, GRANITE BAY, CA 95746
2025-03-24 · Jacket · $116.44
$116.44
California Foundation on the Environment & the Economy · from the PDF
920 11th Street, Sacramento, CA 95814
2025-04-07 · Banquet (Food and drink) · $172.66
$172.66
Equality California Institute · from the PDF
1150 S Olive St, 10th Floor, Los Angeles, CA 90015
2025-05-05 · Plant · $61.35
$61.35
JPAC – Jewish Public Affairs Committee of California · from the PDF
1127 11th St, Sacramento, CA 95814
2025-05-05 · Food and Beverage (Reception) · $156.43
$156.43
Turo
111 Sutter Street, Suite 600, SF CA 94104
2025-07-19 · Food · $91.80
$91.80
Assembly International Relations Foundation · from the PDF
1021 O Street, Suite 8330, Sacramento 95814
2025-07-22 · Meal · $221.01
$221.01
Southern California Leadership Council · from the PDF
633 West Fifth Street, Suite 3300 Los Angeles, CA 90071
2025-07-08 · Dinner · $173.55
$173.55
AI & Geopolitics Project (AIxGEO)
7 West Road, University of Cambridge, Cambridge, CB3 9DP
2025-07-22 · Meal · $89.47
$89.47
San Francisco Zoo
Sloat Blvd &, Upper Great Hwy, San Francisco, CA 94132
2025-08-14 · Market estimate of Food and drink, gift (chocolate, stuffed animal, water bottle) · $150
$150
California State Protocol Foundation · from the PDF
1901 Harrison Street, Ste 1550, Oakland, CA 94612
2025-08-20 · Food/Drink · $115.74
$115.74
Osaka Assembly · from the PDF
2 Otemae, Chuo Ward, Osaka City, Osaka Prefecture 540-8570, Japan
2025-09-19 · Sweet box · $19.29
2025-09-19 · good faith estimate of World Expo PR goods · $25
$44.29
Italian Community Services · from the PDF
678 Green St., Floor 3, San Francisco CA 94133
2025-11-03 · Ticket · $250
$250
Legislative Progressive Caucus Center · from the PDF
1700 Tribute Road, Suite 201, Sacramento, CA 95815
2025-09-22 · Fair Market estimate of dinner + drinks · $125
$125
Okayama City Council · from the PDF
1-1-1 Daiku, Kita Ward, Okayama City, Okayama Prefecture 700-8544, Japan
2025-09-22 · Brooch, food, pencase, dinner reception · $99.78
$99.78
Consumer Attorneys of California · from the PDF
770 L St #1200, Sacramento, CA 95814
2025-11-15 · Dinner · $184.14
2025-11-15 · good faith estimate of an award plaque · $50
$234.14
Salvation Army · from the PDF
1500 Valencia St, San Francisco, CA 94110
2025-11-19 · Ticket · $250
$250
The Leonardo da Vinci Society
P.O. Box 5775, San Francisco, CA 94147-5775
2025-12-10 · fair market estimate of food and statue award · $200
$200
Blue Shield of California · from the PDF
1215 K Street, Ste 2010, Sacramento CA 95814
2025-12-02 · Suite ticket · $630
$630
Foundation for California’s Technology and Innovation Economy
445 S. Figueroa Street, Suite 2400, Los Angeles, CA 90071
2025-07-10 · Gift Bag · $325
$325

Schedule E · Travel paid by others 5

Paid byTripAmount
Asian and Pacific Islander Legislative Caucus Foundation (APILCF)* · 501(c)(3)
c/o Deane and Company, 1787 Tribute Road, Sacramento, CA 95815		Sausalito, CA · 2025-01-09 to 2025-01-10 · Travel, meals & lodging related to Bay Area Caucus legislative summit · Gift$516.69
California Forever*
5140 Business Center Drive Suite 240, Fairfield, CA 94534)		Sausalito, CA · 2025-01-09 to 2025-01-10 · Travel, meals & lodging related to Bay Area Caucus legislative summit · Gift$181.54
California Life Sciences
1201 K Street, Suite 1010, Sacramento, CA 95814		Yountville, CA · 2025-03-04 to 2025-03-05 · made a speech / panel · Gift$691.64
Foundation for California’s Technology and Innovation Economy · 501(c)(3)
445 S. Figueroa Street, Suite 2400, Los Angeles, CA 90071		Sonoma, CA · 2025-07-10 to 2025-07-11 · Travel, meals & lodging related to legislative technology summit · Gift$1,520
Alliance of CA Farmers and Ranchers Community Fund · 501(c)(3)
1415 L Street, Suite 460, Sacramento, CA 95814		Newport Beach, CA · 2025-09-29 to 2025-10-01 · Travel, meals & lodging related to legislative forum · Gift$3,956.41

Form 700-P · Arrangements for prospective employment 1

McGeorge School of Law*
Education Institution · Adjunct Professor · 3200 5th Ave, Sacramento, CA 95817		accepted 2025-12-04

The filer's comments

D * c/o Taylor Kovach Deane & Company

E * APILCF served as an intermediary for these payments

700-P * No formal offer has been provided; this is the date of initial discussion for prospective employment. Will teach one course in the Fall of 2026.