California Files

Joe Patterson › Form 700

Joe Patterson: 2024 Annual statement

Annual 2024
Assembly Member, State Assembly · due 2025-03-03
Filed
2025-03-03 · signed 03/03/2025 09:24 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (6 p.) · FPPC portal

Findings

Context Travel payments

Lists $22,666.89 in travel paid by others (4 payments)

Largest: United Kingdom ($12,572.88, California Foundation on the Environment & the Economy), Hawaii ($6,185.30, Independent Voter Project), New York ($2,788.77, Shared Energy Future Foundation). 4 of 4 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%) 6

NameBusinessValue
Apple Inc (AAPL)consumer electronics and softwareover $1,000,000
Barclays PLC 0% 24F DUE 11/29/24Financial · Note$2,000–$10,000
disposed 2024-11-29
Berkshire Hathawayholding company$2,000–$10,000
disposed 2024-01-19
JPMorgan Chase & Co 0%26DUE 02/06/26financial · NOTE$10,001–$100,000
Pepsiconsumer food$2,000–$10,000
Societe Generale Med Equity Linked Note 7/27/2023financial · Note$2,000–$10,000

Schedule C · Income and business positions 2

SourceIncome
Apple, Inc Shares
consumer electronics · spouse · 1 Infinite Loop, Cupertino, CA 95014
$1,001–$10,000
Sale of: Shares of Apple
Apple, Inc.
consumer electronics and software · spouse - corporate recruiter · 1 Infinite Loop, Cupertino, CA 95014
over $100,000
Spouse's or registered domestic partner's income

Schedule D · Gifts 10

FromGiftsTotal
Robert Rivas for Assembly 2024 · from the PDF
1700 Tribute Road, Suite 201, Sacramento, CA 95815
2024-01-03 · food and beverage · $87.12
2024-01-03 · chocolates · $22
$109.12
Newmark Knight Frank Building Management · from the PDF
6030 West Oaks Blvd, Suite 275, Rocklin, CA 95765
2024-03-13 · flower arrangement · $60
2024-03-13 · cupcakes · $30
$90
California State Council of Laborers · from the PDF
555 Capitol Mall, Suite 400, Sacramento, CA 95814
2024-04-10 · food, beverage, entertainment · $104.40
$104.40
Disney Resort · from the PDF
1313 Disneyland Drive, Anaheim, CA 92802
2024-05-03 · park hopper passes · $375
$375
Greater Sacramento Economic Council · from the PDF
400 Capitol Mall, Suite 2520, Sacramento, CA 95814
2024-05-16 · Greater Sacramento Economic Council dinner · $100
$100
United Auburn Indian Community · from the PDF
10720 Indian Hill Road, Auburn, CA 95603
2024-06-14 · concert tickets · $400
$400
California Association of Realtors · from the PDF
915 L Street, Suite 1460, Sacramento, CA 95814
2024-04-30 · food, beverages · $51
2024-07-31 · food, beverages · $40
2024-07-31 · food, beverages · $15
$106
San Diego Gas and Electric/SoCal Gas · from the PDF
925 L Street, Suite 650, Sacramento, CA 95814
2024-11-20 · lunch · $92.56
2024-03-23 · snacks for CFEE tour · $17
$109.56
Shared Energy Future Foundation · from the PDF
1415 L Street, Suite 900, Sacramento, CA 95814
2024-12-10 · Rockettes show tickets · $378.05
$378.05
Allstate · from the PDF
2775 Sanders Road,Suite F3SE, Northbrook, IL 60062
2024-11-19 · Dinner · $150
$150

Schedule E · Travel paid by others 4

Paid byTripAmount
California Foundation on the Environment & the Economy · 501(c)(3)
920 11th Street, Sacramento, CA
United Kingdom · 2024-03-22 to 2024-03-30 · made a speech / panel · Gift$12,572.88
CalChamber
1215 K Street, 14th Floor, Sacramento, CA 95814
Anaheim · 2024-11-11 to 2024-11-12 · made a speech / panel · Gift$1,119.94
Independent Voter Project · 501(c)(3)
2700 Adams Avenue, Suite 202, San Diego, CA 92116
Hawaii · 2024-11-17 to 2024-11-22 · made a speech / panel · Gift$6,185.30
Shared Energy Future Foundation · 501(c)(3)
1415 L Street, Suite 900, Sacramento, CA 95814
New York · 2024-12-09 to 2024-12-11 · made a speech / panel · Gift$2,788.77

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.