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Filed 45 days after its due date (2026-03-06)
This candidate statement for Senator was due 2026-03-06 and filed 2026-04-20.
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Whether the due date shown was extended, or the statement was filed on paper first.
The filing officer decides whether a late fine applies.
Rule: Filed after the due date
“The filing officer who retains originally-signed or electronically filed statements of economic interests may impose on an individual a fine for any statement that is filed late. The fine is $10 per”Form 700 (2025/2026), Late Filing ✓ quoted from the saved copy · how this rule works
Schedule A-1 · Investments (under 10%) 80
Name
Business
Value
General Dynamics
Aerospace
$2,000–$10,000
Walmart
Retail
$2,000–$10,000
Boeing Co.
Aerospace · Corp. Fixed Income
$10,001–$100,000
Devon Energy Corp.
Energy · Corp. Fixed Income
$10,001–$100,000
Kinross Gold
Investments · Corp. Fixed Income
$10,001–$100,000
Meta Platforms, Inc.
Social Media · Corp. Fixed Income
$10,001–$100,000
HCA, Inc.
Healthcare · Corp. Fixed Income
$10,001–$100,000
Avantis US Small Cap
Small Cap Investments · ETFs/CEFs
$10,001–$100,000
Ishares Edge MSCI US Momentum
Large-Mid Cap Investments · ETFs/CEFs
$10,001–$100,000
Pacific Gas & Electric Co.
Energy · Corp. Fixed Income
$10,001–$100,000
Ishares Edge MSCI US Value FAC
Large-Mid Cap Investments · ETFs/CEFs
$10,001–$100,000
Pacer US Cash Cows
Investments · ETFs/CEFs
$10,001–$100,000
Docusign
software
$2,000–$10,000
Canopy Growth
Pharmaceuticals
$2,000–$10,000
Coca Cola/Coca Cola Europe
Retail/Beverage
$10,001–$100,000
Johnson & Johnson
Pharmaceuticals
$10,001–$100,000
Honeywell
Energy
$10,001–$100,000
Kimberly Clark
Paper
$2,000–$10,000
Southwest Airlines
Transportation
$10,001–$100,000
Expedia
Travel
$2,000–$10,000
Grail
Lifesciences
$10,001–$100,000
Golf
Sports
$10,001–$100,000
Pfizer
Pharmaceuticals
$10,001–$100,000
Proctor & Gamble
Pharmaceuticals
$10,001–$100,000
Berkshire Hathaway
Investment Conglomerate
$2,000–$10,000
Amazon
Retail
$2,000–$10,000
Alphabet, Inc.
Technology
$2,000–$10,000
Apple, Inc.
Technology
$10,001–$100,000
Eli Lily
Pharmaceuticals
$10,001–$100,000
Broadcom
Communication
$2,000–$10,000
Palo Alto Networks
Software
$2,000–$10,000
Parker Hannifan Corp.
Control Technology
$2,000–$10,000
S & P Global Inc. Com
Investments
$2,000–$10,000
State Street SPDR Bloomberg
Investments
$2,000–$10,000
Stryker Corp.
Medical Technologies
$2,000–$10,000
EQT Corp. Com
Energy
$2,000–$10,000
GE Vernora
Energy
$2,000–$10,000
Sempra
Energy
$2,000–$10,000
Hilton Worldwide
Travel
$2,000–$10,000
Intuit, Inc.
Financial Technologies
$2,000–$10,000
Nasdaq, Inc. Com
Investments
$2,000–$10,000
Ishares MSCI Euro Financials
European Financial Markets · ETFs/CEFs
$10,001–$100,000
Pacer Devp. Mkt. Intl.
European Large-Mid Cap Investments · ETFs/CEFs
$10,001–$100,000
Cheniere Energy Inc. New
Energy
$2,000–$10,000
Costco Wholesale
Retail
$2,000–$10,000
Danaher Corp.
Life Sciences
$2,000–$10,000
EcoLab, Inc.
Sustainability
$2,000–$10,000
Clean Edge Green ENR
Energy Investments · ETFs/CEFs
$10,001–$100,000
Ishares Global Clean Energy
Energy Investments · ETFs/CEFs
$10,001–$100,000
Ishares MSCI Intl Value Factor
Large-Mid Cap Investments · ETFs/CEFs
$10,001–$100,000
Ishares Latin America 40 ETF
Latin America Investments · ETFs/CEFs
$10,001–$100,000
Ishares Inc. MSCI Asia Ex-Japan
Asian Investments · ETFs/CEFs
$10,001–$100,000
Ishares Emnerging Markets
Investments · ETFs/CEFs
$10,001–$100,000
Vanguard FTSE Europe
Investments · ETFs/CEFs
$10,001–$100,000
Schwab US Large Cap Growth
Large Cap Investments · ETFs/CEFs
$10,001–$100,000
Ishares Core S&P US Growth
Large-Mid Cap Investments · ETFs/CEFs
$10,001–$100,000
SPDR Gold TR Gold SHS
Investments · ETFs/CEFs
$10,001–$100,000
Ishares Inc. MSCI Japan
Japanese Investments · ETFs/CEFs
$10,001–$100,000
SPDR Euro Stoxx 50
European Investments · ETFs/CEFs
$10,001–$100,000
Netflix
Entertainment
$2,000–$10,000
Nvidia
Technology
$10,001–$100,000
Progressive Corp. Ohio
Insurance
$2,000–$10,000
Salesforce
Software
$2,000–$10,000
Thermo Fischer Scientific
Life Sciences Instruments
$2,000–$10,000
Walt Disney
Entertainment
$2,000–$10,000
United Healthcare GP, Inc.
Healthcare/Insurance
$2,000–$10,000
VISA, Inc.
Financial Services
$2,000–$10,000
Home Depot
Retail
$2,000–$10,000
JP Morgan Chase & Co.
Financial Services
$2,000–$10,000
Meta Platforms, Inc. CLA
Social Media
$2,000–$10,000
Microsoft
Software
$10,001–$100,000
Trane Technologies
HVAC Systems
$2,000–$10,000
Exxon Mobil Corp.
Energy
$2,000–$10,000
Blackstone, Inc.
Financial Services
$2,000–$10,000
US Bancorp Com. New
Financial Services
$2,000–$10,000
American Tower Corp.
Real Estate
$2,000–$10,000
Boston Scientific
Medical Technology
$2,000–$10,000
Wells Fargo & Co New
Financial Services
$2,000–$10,000
AbbVie, Inc.
Pharmaceuticals · Corp. Fixed Income
$10,001–$100,000
Williams & Co., Inc.
Tax & Audit Services
$2,000–$10,000
Schedule A-2 · Businesses & trusts (10% or more) 1
Needham Kepner & Fish, LLPPartnership
Mediation and Litigation Legal Practice · 1960 The Alameda, #210, San Jose, CA 95126 · Partner - law practice
Value $100,001–$1,000,000 · gross income over $100,000
Sources of $10,000+: State Farm Ins. Co., GEICO, CSAA, Allstate, and Farmers Ins. Exchange
Schedule B · Real property 1
Property
Value
Rental income
2128 Forbes Avenue, Santa Clara, CA 95050 Ownership/Deed of Trust
over $1,000,000
—
Schedule D · Gifts 1
From
Gifts
Total
Western Alliance Bank · from the PDF 55 Almaden Blvd. #100, San Jose, CA 95113