Marc Berman: 2024 Annual statement

Annual 2024: Assembly Member, State Assembly · due 2025-03-03
Filed: 2025-03-03 · signed 03/03/2025 08:55 PM
Source: Read from the FPPC's structured data, checked against the PDF · the PDF (15 p.) · FPPC portal

Findings

Context Travel payments

Lists $7,647.46 in travel paid by others (8 payments)

Largest: Norway, Denmark ($3,974.35, **Tides Advocacy/Smart Justice California), Napa, CA ($1,002.42, California Foundation on the Environment & the Economy), Anaheim, CA ($860.19, California Chamber of Commerce). 8 of 8 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%) 22

Name	Business	Value
Apple	Electronics	$100,001–$1,000,000
Arylla	Technology	$10,001–$100,000
Bank of America	Banking	$2,000–$10,000 disposed 2024-05-02
Canada Goose	Fashion	$2,000–$10,000 disposed 2024-05-02
Chipotle	Food	$10,001–$100,000
Deed	Technology	$10,001–$100,000
Google, Inc.	Internet Search	$100,001–$1,000,000
Halogen Venture Fund I partnership income $0–$499	Investing · Partnership	$100,001–$1,000,000
Halogen Venture Fund II partnership income $0–$499	Investing · Partnership	$100,001–$1,000,000
Healthvana, Inc.	Healthcare Technology Company · Convertible Promissory Note	$10,001–$100,000 disposed 2024-01-02
Lucy Berman & Sons LLC partnership income $0–$499	Investing · Partnership	$100,001–$1,000,000
Lulu Lemon	Fashion	$10,001–$100,000
Nordstrom	Department Stores	$2,000–$10,000 disposed 2024-05-02
Paypal	Payment processing	$10,001–$100,000 disposed 2024-05-02
Regions Financial Co.	Financial	$2,000–$10,000 disposed 2024-05-02
Stripe	Payment processing · Restricted Stock Units	$10,001–$100,000
The Walt Disney Company	Mass Media	$10,001–$100,000
Underclub	Fashion	$10,001–$100,000
Vinsight	Ag Tech	$10,001–$100,000
Meta	Social media	$10,001–$100,000 acquired 2024-12-18
Crocs Inc	Retail	$2,000–$10,000 acquired 2024-12-18
Nvidia	Technology	$2,000–$10,000 acquired 2024-11-22

Schedule A-2 · Businesses & trusts (10% or more) 2

3575 Haven Avenue LLC Partnership · from the PDF

Real Estate · Parcel Number 003-08-036 · Partner

Value over $1,000,000 · gross income $0–$499

Marc Eli Berman 2012 GST trust

Parcel Number 120-64-003

Value — · gross income $10,001–$100,000

Sources of $10,000+: Lucy Berman & Sons LLC

Holds: Lucy Berman & Sons LLC (Investing) · over $1,000,000 · Stock

Schedule B · Real property 1

Property	Value	Rental income
007-0440-002-0000, Sacramento, CA Ownership/Deed of Trust	$100,001–$1,000,000	$10,001–$100,000 Jesse Gabriel

Schedule C · Income and business positions 3

Source	Income
Lucy Berman & Sons LLC Investing · Partner · Parcel Number 003-08-036	$1,001–$10,000 Partnership
Fidelity National Information Services (FIS) Financial products & services · Employee · 323 Riverside Avenue, Jacksonville, FL 32202	over $100,000 Spouse's or registered domestic partner's income
Healthvana Technology · Investor · P.O. Box 480131, Los Angeles, CA 90048	$10,001–$100,000 Loan Repayment

Schedule D · Gifts 24

From	Gifts	Total
Robert Rivas for Assembly 2024 · from the PDF 1700 Tribute Rd, Suite 201, Sacramento, CA	2024-01-03 · Food and Beverages · $87.12 2024-01-17 · Mug · $19.75	$106.87
California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA	2024-01-16 · Food and Beverages · $27.03 2024-01-17 · Food and Beverages · $66.55 2024-03-19 · Lunch · $70.74	$164.32
California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA	2024-11-06 · Dinner · $199.62 2024-11-07 · Lunch · $164.54	$364.16
Stanford University · from the PDF Building 170, First Floor, Stanford, CA	2024-02-02 · Tickets, Food and Beverages · $200 2024-02-29 · Food and Beverages · $43 2024-09-26 · Food and Beverages · $120.75	$363.75
Stanford University · from the PDF Building 170, First Floor, Stanford, CA	2024-10-17 · Food and Beverages · $49	$49
San Mateo County Chamber 255 Shoreline Drive, Suite 150, Redwood City, CA	2024-02-29 · Food and Beverages · $125	$125
San Mateo Labor Council · from the PDF 1710 S. Amphlett Blvd., Suite 306, San Mateo, CA	2024-03-18 · Food and Beverages · $100	$100
*California Jewish Legislative Caucus Leadership Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Sacramento, CA	2024-01-10 · Food and Beverages · $229.77	$229.77
California Jewish Legislative Caucus Leadership Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Sacramento, CA	2024-08-21 · Dinner · $189.48 2024-09-20 · Dinner (Shabbat) · $77.39	$266.87
William Morris Endeaver Ent LLC · from the PDF 9601 Wilshire Blvd., Beverly Hills, CA	2024-09-20 · Dinner (Shabbat) · $64.49	$64.49
America-Israel Democracy Coalition · from the PDF 543 Foxglove Lane, Wynnewood, PA	2024-09-20 · Dinner (Shabbat) · $45.31	$45.31
California Association of Nonprofits P.O. Box 1610, Capitola, CA	2024-06-05 · Lunch · $46.19	$46.19
CA State Protocol Foundation · from the PDF 1901 Harrison Street, Ste 1550, Oakland, CA	2024-06-24 · Food and Beverages · $71.46	$71.46
American Beverage Association 500 David J Stern WalkSacramento, CA 95814	2024-04-16 · Game Ticket - Food and Beverage · $233	$233
YIMBY Action · from the PDF 2261 Market Street, Suite 10406 San Francisco, CA	2024-10-05 · Food and Beverages · $225	$225
Jewish Public Affairs Committee of California 1127 11th St, Suite 400 Sacramento, CA	2024-12-09 · Food and Beverages · $199.88	$199.88
Brush Hog Tree Care 799 Main St, Suite P, Half Moon Bay, CA	2024-10-25 · Gift Basket · $100	$100
Vida Verde Nature Education · from the PDF 3540 La Honda Road, San Gregorio, CA	2024-10-25 · Gift Basket · $50	$50
Buffy Wicks For Assembly · from the PDF 2126 Mason St., San Francisco, CA	2024-07-10 · Dinner · $60.47	$60.47
Repsol Energy Company C/Mendez Alvaro, 44, 28045, Madrid	2024-07-10 · Meal · $171	$171
Re-Elect Rick Chavez Zbur for Assembly 2024 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA 95815	2024-08-27 · Food and Beverages · $100.74	$100.74
Lucile Packard Children's Hospital Stanford · from the PDF 725 Welch Rd, Palo Alto, CA 94304	2024-01-18 · Dinner · $200	$200
U.S.-Spain Council Serrano Galvache, 26, Torre Sur 8ª, 28033, Madrid	2024-07-09 · Meal · $97 2024-07-09 · Museum Tickets · $21	$118
Donna Colson 501 Primrose Road, Burlingame, CA 94010	2024-11-15 · Tickets to fundraiser · $580	$580

Schedule E · Travel paid by others 8

Paid by	Trip	Amount
*Republic Services 6800 Koll Center Parkway, Suite 320, Pleasanton, CA 94566	Sausalito, CA · 2024-01-04 to 2024-01-05 · Travel related to Bay Area Caucus Policy Retreat · Gift	$160.86
*United Food and Commercial Workers Western States Council 8530 Stanton Ave, Buena Park, CA	Sausalito, CA · 2024-01-04 to 2024-01-05 · Travel related to Bay Area Caucus Policy Retreat · Gift	$160.86
*CA Apartment Association 980 9th Street, #1430, Sacramento, CA	Sausalito, CA · 2024-01-04 to 2024-01-05 · Travel related to Bay Area Caucus Policy Retreat · Gift	$160.86
*Asian and Pacific Islander Legislative Caucus Foundation · 501(c)(3) 1787 Tribute Road, Sacramento, CA	Sausalito, CA · 2024-01-04 to 2024-01-05 · Travel related to Bay Area Caucus Policy Retreat · Gift	$491.73
California Foundation on the Environment & the Economy · 501(c)(3) 920 11th Street, Sacramento, CA	Napa, CA · 2024-02-08 to 2024-02-09 · Travel related to an Energy Conference · Gift	$1,002.42
**Tides Advocacy/Smart Justice California · 501(c)(3) 2500 Steiner Street #8, San Francisco	Norway, Denmark · 2024-09-07 to 2024-09-14 · Travel related to Corrections Policy · Gift	$3,974.35
California Chamber of Commerce 1215 K Street, 14th Floor, Sacramento, CA	Anaheim, CA · 2024-11-11 to 2024-11-12 · made a speech / panel · Gift	$860.19
TechNet 20 Park Road, Suite E, Burlingame, CA	Los Angeles, CA · 2024-12-05 to 2024-12-06 · made a speech / panel · Gift	$836.19

The filer's comments

A-1 All owned by my spouse except Apple

A-1 All owned by my spouse except Google (we both own) and Healthvana

A-1 All owned by my spouse except Disney

A-1 All owned by spouse.

D *Amount covers both days of food and beverages 01/10/2024 - 01/11/2024

E *For gifts from UFCW Wester States Council, Republic Services, and CA Apartment Association, the APILCF. served as an intermediary.

E **Tides Advocacy/Smart Justice California, EIN 94-3153687, acting as an intermediary on behalf of JK Irwin Foundation, EIN 56-2678107