California Files

Joe Patterson › Form 700

Joe Patterson: 2025 Annual statement

Annual 2025
Assembly Member, State Assembly · due 2026-03-02
Filed
2026-03-02 · signed 03/02/2026 05:22 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (6 p.) · FPPC portal

Findings

Context Travel payments

Lists $14,917.11 in travel paid by others (6 payments)

Largest: Kihei, HI ($5,456.12, Independent Voter Project), Punta Mita, Mexico ($3,511.52, Independent Voter Project), Tokyo, Japan ($3,474.79, CalAsian Foundation). 6 of 6 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

Schedule A-1 · Investments (under 10%) 3

NameBusinessValue
Apple Inc (AAPL)consumer electronics and softwareover $1,000,000
JPMorgan Chase & Co 0%26DUE 02/06/26financial · NOTE$10,001–$100,000
Pepsiconsumer food$2,000–$10,000

Schedule C · Income and business positions 1

SourceIncome
Apple, Inc
consumer electronics · spouse · 1 Infinite Loop, Cupertino, CA 95014
over $100,000
Spouse's or registered domestic partner's income

Schedule D · Gifts 5

FromGiftsTotal
Reyes Holdings LLC · from the PDF
455 Market Street, Suite 1400, San Francisco, CA 94105
2025-09-02 · food/beverage/glassware · $133.71
$133.71
California Commerce Club · from the PDF
6131 Telegraph Road, Commerce, CA
2025-11-17 · Dinner · $87.13
$87.13
PG&E · from the PDF
1415 L Street, Suite 280, Sacramento, CA 95814
2025-09-30 · Dinner · $205.12
$205.12
NorCal Carpenters Union · from the PDF
265 Hegenberger Road., #200, Oakland, CA 94621
2025-12-12 · lunch · $100
$100
NRG (energy) · from the PDF
1415 L Street, Suite 1200
2025-05-01 · Sienna · $100
$100

Schedule E · Travel paid by others 6

Paid byTripAmount
San Diego County & Communities of Interest Legislative Caucus · 501(c)(3)
5400 E. Olympic Blvd., Ste 208, San Diego, CA 90022
Jalisco, Mexico · 2025-07-23 to 2025-07-27 · made a speech / panel · Gift$553
Independent Voter Project
2700 Adams Avenue, Suite 202, San Diego, CA
Punta Mita, Mexico · 2025-07-27 to 2025-07-31 · made a speech / panel · Gift$3,511.52
Ca Foundation on the Environment & the Economy · 501(c)(3)
920 11th Street, Sacramento, CA 95814
Napa, CA · 2025-02-06 to 2025-02-07 · made a speech / panel · Gift$998.33
Ca Foundation on the Environment & the Economy · 501(c)(3)
920 11th Street, Sacramento, CA 95814
Berkeley, CA · 2025-08-21 to 2025-08-22 · made a speech / panel · Gift$923.35
CalAsian Foundation · 501(c)(3)
2125 19th Street, Suite 2200, Sacramento, CA 95818
Tokyo, Japan · 2025-09-28 to 2025-10-04 · made a speech / panel · Gift$3,474.79
Independent Voter Project
2700 Adams Avenue, Suite 202, San Diego, CA 92116
Kihei, HI · 2025-11-16 to 2025-11-21 · made a speech / panel · Gift$5,456.12

The filer's comments

A-1 Significant portion of AAPL holdings are Restricted Stock Units and currently have no value until future vesting is reached.