Read from the FPPC's structured data, checked against the PDF · the PDF (11 p.) · FPPC portal
Findings
ContextTravel payments
Lists $18,765.81 in travel paid by others (7 payments)
Largest: United Kingdom ($11,701.12, California Foundation on the Environment and the Economy), Utah ($2,019.24, California Foundation on the Environment and the Economy), La Jolla, CA ($1,733, California Issues Forum). 7 of 7 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.
Lobbying reports name $65 in gifts to them in 2024 from 1 source this statement doesn't list
Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2024, $50 or more from each of these sources, none named among the statement's gifts or travel: Sempra and its Affiliates: San Diego Gas & Electric Company and Southern California Gas Company $65 (holiday wreath sent to district office).
What to check
Whether they attended or accepted it: the report is the lobbyist employer's account.
What Schedule D doesn't require (Form 700 instructions): gifts returned within 30 days; free admission and food at an event where they made a speech, from its organizer; up to two tickets to a campaign or 501(c)(3) fundraiser from the organization holding it; informational material; plaques worth less than $250.
Whether it's on the statement under another name.
That the report's beneficiary is this person (matched by name and office).
Sempra and its Affiliates: San Diego Gas & Electric Company and Southern California Gas Company$65
2024-12-06 Holiday Wreath Sent to District Office at Southern California Gas $65 · lobbyist employer report
Rule: Lobbying gifts not on the statement
“A gift is reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.”Form 700 (2025/2026), Instructions – Schedule D ✓ quoted from the saved copy · how this rule works
Schedule A-1 · Investments (under 10%) 9
Name
Business
Value
Allstate Corp
Insurance
$10,001–$100,000
Capital One Finl Corp
Financial Services
$10,001–$100,000
Citigroup Inc
Financial Services
$10,001–$100,000
Comcast
Media · Employee Stock Grant
$100,001–$1,000,000
Federal Farm Credit Bank
Financial Services
$10,001–$100,000
Federal Home Loan Bank
Financial Services
$10,001–$100,000
Progressive Corp
Insurance
$10,001–$100,000 disposed 2024-02-22
Synchrony
Financial Services
$10,001–$100,000 acquired 2024-02-16
Truist Financial Corporation
Financial Service
$10,001–$100,000 acquired 2024-01-04
Schedule B · Real property 1
Property
Value
Rental income
932 Catalina Street, Laguna Beach, CA Ownership/Deed of Trust
over $1,000,000
$10,001–$100,000 Maureen Smith; Lucas Stevens; Alexandra Farah
Schedule C · Income and business positions 1
Source
Income
Comcast Media · Senior VP, Xumo · 5300 California Avenue, Irvine, 92612
over $100,000 Spouse's or registered domestic partner's income
Schedule D · Gifts 21
From
Gifts
Total
California Issues Forum · from the PDF 1717 I Street, Sacramento, CA, 95811
2024-01-10 · Lunch · $26.64
2024-01-29 · Dinner · $102.16
2024-02-07 · Lunch · $16.62
$145.42
American Clean Power California · from the PDF 1100 11th Street, 3rd Floor, Sacramento, CA, 94814
2024-02-26 · Food & Drink · $69.20
$69.20
The Regents of the University of California · from the PDF 1130 K Street, Suite 280, Sacramento, CA 95814
2024-01-31 · Dinner · $116.79
$116.79
California Issues Forum · from the PDF 1717 I Street, Sacramento, CA, 95811
2024-04-13 · Lunch · $15.37
2024-08-12 · Dinner · $137.50
$152.87
Walt Disney Company and its Affiliated Entities · from the PDF 500 South Buena Vista Street, Suite 7610, Burbank, CA 95121
2024-03-18 · Meal & Plush Toy · $128.90
$128.90
California Tribal Business Alliance · from the PDF 1530 J street, Suite 410, Sacramento, CA, 95814
2024-01-11 · Food & Beverage · $109.61
$109.61
Robert Rivas for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA 95815
2024-01-03 · Reception · $87.12
2024-01-17 · Coffee Mug · $19.75
$106.87
California Democratic Party · from the PDF 1021 O Street, Sacramento, CA 95814
2024-01-16 · Policy Retreat Day 1 · $27.03
2024-01-17 · Policy Retreat Day 2 · $66.55
2024-03-19 · Lunch · $70.74
$164.32
Anheuser-Busch · from the PDF 1 Busch Place, St. Louis, MO, 63118
2024-05-03 · Dinner · $158.28
$158.28
California Resources Corporation · from the PDF 1 World Trade Center, Suite 1500, Long Beach, CA 90831
2024-04-08 · Dinner · $202.30
$202.30
California Democratic Party · from the PDF 1021 O Street, Sacramento, CA 95814
2024-11-06 · Dinner · $199.62
2024-11-07 · Lunch · $164.54
$364.16
Re-Elect Rick Chavez Zbur for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA 95815
2024-08-27 · Food & Beverage · $100.47
$100.47
Repsol Energy Company · from the PDF C/Mendez Alvaro, 44, 28045, Madrid, Spain
2024-07-10 · Meal · $171
$171
California Building Industry Association · from the PDF 1215 K Street, Suite 1200 Sacramento, CA 95814
2024-02-07 · Food & Beverage · $107.72
$107.72
John Wayne Airport · from the PDF 3160 Airway Avenue, Costa Mesa, CA 92626
2024-01-01 · Parking · $50
2024-02-01 · Parking · $50
2024-03-01 · Parking · $50
$150
United States--Spain Council · from the PDF Serrano Galvache, 26, Torre Sur 8a, 28033, Madrid, Spain
2024-07-09 · Meal · $97
2024-07-09 · Museum Tickets · $21
$118
California New Car Dealers Association · from the PDF 1517 L Street, Sacramento, CA 95814
2024-03-20 · Food & Beverage · $167.30
$167.30
John Wayne Airport · from the PDF 3160 Airway Avenue
2024-04-01 · Parking · $50
2024-05-01 · Parking · $50
2024-06-01 · Parking · $50
$150
John Wanye Airport · from the PDF 3160 Airway Ave., Costa Mesa, CA 92626
2024-07-01 · Parking · $50
2024-08-01 · Parking · $50
2024-09-01 · Parking · $50
$150
John Wayne Airport · from the PDF 3160 Airway Ave., Costa Mesa, CA 92626
2024-10-01 · Parking · $50
2024-11-01 · Parking · $50
2024-12-01 · Parking · $40
$140
Corey Jackson for Assembly 2024 · from the PDF 1 West Manchester Boulevard, Suite 700
2024-08-07 · Flowers · $70.67
$70.67
Schedule E · Travel paid by others 7
Paid by
Trip
Amount
California Issues Forum · 501(c)(3) 1717 I Street, Sacramento, CA 95811
Bakersfield, CA · 2024-01-18 · Tour · Gift
$211.11
California Association of Health Plans · 501(c)(3) 1415 L Street, #850, Sacramento, CA 95814
Newport Beach, CA · 2024-02-08 to 2024-02-09 · made a speech / panel · Gift
$1,184.73
California Foundation on the Environment and the Economy · 501(c)(3) 920 11th Street, Sacramento, CA 95814
United Kingdom · 2024-03-22 to 2024-03-30 · Study Travel Tour to United Kingdom · Gift
$11,701.12
California Foundation on the Environment and the Economy · 501(c)(3) 920 11th Street, Sacramento, CA 95814
Utah · 2024-04-18 to 2024-04-19 · Study Travel Tour to Utah · Gift
$2,019.24
American Clean Power Association 1100 11th Street, 3rd Floor, Sacramento, CA 95814
Rancho Palos Verdes, CA · 2024-10-10 to 2024-10-11 · made a speech / panel · Gift
$1,053.44
California Issues Forum · 501(c)(3) 1717 I Street, Sacramento, CA 95811
La Jolla, CA · 2024-12-16 to 2024-12-18 · made a speech / panel · Gift
$1,733
California Chamber of Commerce 1215 K Street, Suite 1400, Sacramento, CA 95814
Anaheim, CA · 2024-11-11 to 2024-11-12 · made a speech / panel · Gift