Amends an earlier statement
This is an amendment. The original stays on file; what changed is in the amendment itself.
What to check
- Compare with the original statement for the same year.
Malia Michelle Cohen › Form 700
Malia Michelle Cohen: 2025 Annual (amendment) statement
- Annual 2025
- Controller · due 2026-03-02
- Annual 2025
- Board Member, Public Employees Retirement System · due 2026-04-01
- Annual 2025
- Board Member, Teachers' Retirement System · due 2026-04-01
- Filed
- 2026-06-29 · signed 06/29/2026 02:33 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (23 p.) · FPPC portal
Findings
Lobbying reports name $825.32 in gifts to them in 2025 from 3 sources this statement doesn't list
Lobbyist employers' reports to the Secretary of State (Cal-Access) list activity expenses that benefited them in 2025, $50 or more from each of these sources, none named among the statement's gifts or travel: THE WALT DISNEY COMPANY AND ITS AFFILIATED ENTITIES $492 (disneyland tickets); CALIFORNIA ALLIANCE OF TAXPAYER ADVOCATES $245 (dinner); California Professional Firefighters $88.32 (personalized cutting board).
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).
THE WALT DISNEY COMPANY AND ITS AFFILIATED ENTITIES $492
- 2025-09-04 DISNEYLAND TICKETS at THE WALT DISNEY COMPANY $492 · lobbyist employer report
CALIFORNIA ALLIANCE OF TAXPAYER ADVOCATES $245
- 2025-12-11 DINNER at THE RITZ-CARLTON LAGUNA NIGUEL $245 · lobbyist employer report
California Professional Firefighters $88.32
- 2025-05-12 Personalized Cutting Board at Firefighters Print & Design $88.32 · 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%) 103
| Name | Business | Value | |
|---|---|---|---|
| 3M CO (MMM) | Industrials | $10,001–$100,000 | |
| ALBEMARLE CORP (ALB) | Materials | $10,001–$100,000 acquired 2025-09-04 | |
| ALPHABET INC CLASS A (GOOGL) | Communication Services | $10,001–$100,000 | |
| AMAZON.COM INC (AMZN) | Consumer Discretionary | $2,000–$10,000 | |
| AMERICAN EXPRESS CO (AXP) | Financials | $10,001–$100,000 disposed 2025-03-27 | |
| AMERICAN TOWER CORP NEW REIT (AMT) | Real Estate | $10,001–$100,000 disposed 2025-03-27 | |
| ANALOG DEVICES INC (ADI) | Semiconductors | $10,001–$100,000 disposed 2025-03-27 | |
| ARES MGMT CORP CLASS A (ARES) | Financials | $10,001–$100,000 disposed 2025-03-27 | |
| ASML HLDG N V (ASML) | Information Technology | $10,001–$100,000 | |
| BERKSHIRE HATHAWAY CLASS B (BRKB) | Financials | $10,001–$100,000 | |
| BROADCOM INC (AVGO) | Information Technology | $10,001–$100,000 | |
| BUNGE GLOBAL SA (BG) | Consumer Staples | $2,000–$10,000 disposed 2025-03-27 | |
| CAMECO CORP (CCJ) | Energy | $2,000–$10,000 disposed 2025-03-27 | |
| CARRIAGE SVCS INC (CSV) | Consumer Discretionary | $10,001–$100,000 acquired 2025-03-28 | |
| CATERPILLAR INC (CAT) | Industrials | $10,001–$100,000 | |
| CENCORA INC CLASS A (COR) | Health Care | $10,001–$100,000 | |
| CENTRUS ENERGY CORP CLAS A (LEU) | Energy | $10,001–$100,000 acquired 2025-03-28 disposed 2025-09-04 | |
| CHARLES SCHWAB CORP (SCHW) | Financials | $10,001–$100,000 | |
| CHENIERE ENERGY INC (LNG) | Energy | $10,001–$100,000 | |
| CISCO SYS INC (CSCO) | Information Technology | $10,001–$100,000 | |
| CLEAR SECURE INC CLASS A (YOU) | Information Technology | $2,000–$10,000 disposed 2025-03-27 | |
| CME GROUP INC CLASS A (CME) | Financials | $10,001–$100,000 acquired 2025-09-04 | |
| COMFORT SYS USA INC (FIX) | Industrials | $10,001–$100,000 | |
| CONSTELLATION ENERGY COR (CEG) | Utilities | $10,001–$100,000 acquired 2025-03-28 | |
| COSTCO WHSL CORP NEW (COST) | Consumer Staples | $10,001–$100,000 | |
| DUKE ENERGY CORP NEW (DUK) | Utilities | $10,001–$100,000 | |
| D-WAVE QUANTUM INC (QBTS) | Information Technology | $10,001–$100,000 acquired 2025-03-28 | |
| DYNEX CAP INC REIT (DX) | Real Estate | $2,000–$10,000 acquired 2025-03-28 | |
| ELI LILLY AND CO (LLY) | Health Care | $10,001–$100,000 disposed 2025-03-27 | |
| ENTRADA THERAPEUTICS INC (TRDA) | Health Care | $2,000–$10,000 disposed 2025-03-27 | |
| EOG RES INC (EOG) | Energy | $10,001–$100,000 disposed 2025-03-27 | |
| ESSENT GROUP LTD (ESNT) | Financials | $2,000–$10,000 disposed 2025-03-27 | |
| EUROSEAS LTD (ESEA) | Industrials | $10,001–$100,000 disposed 2025-03-27 | |
| EVEREST REINSURANCE GR F (EG) | Financials | $2,000–$10,000 | |
| EXPEDIA GROUP INC (EXPE) | Consumer Discretionary | $10,001–$100,000 | |
| EXXON MOBIL CORP (XOM) | Energy | $10,001–$100,000 disposed 2025-03-27 | |
| FIRSTHAND TECHNOLOGY OPP ORTUNITIES (TEFQX) | Technology Fund · Fund | $2,000–$10,000 disposed 2025-07-01 | |
| FLEX LTD (FLEX) | Information Technology | $10,001–$100,000 | |
| FNF GROUP (FNF) | Financials | $2,000–$10,000 acquired 2025-03-28 disposed 2025-12-22 | |
| FOX CORP CLASS A (FOXA) | Communication Services | $10,001–$100,000 acquired 2025-09-04 | |
| FREEPORT-MCMORAN INC (FCX) | Materials | $10,001–$100,000 disposed 2025-03-27 | |
| GOLDMAN SACHS GROUP INC (GS) | Financials | $10,001–$100,000 acquired 2025-03-28 | |
| GRANITE CONSTR INC (GVA) | Industrials | $2,000–$10,000 disposed 2025-03-27 | |
| HARTFORD INS GROUP INC (HIG) | Financials | $10,001–$100,000 | |
| HP INC (HPQ) | Information Technology | $10,001–$100,000 acquired 2025-03-28 disposed 2025-09-04 | |
| IBM CORP (IBM) | Information Technology | $10,001–$100,000 acquired 2025-03-28 | |
| ICL GROUP LTD (ICL) | Materials | $10,001–$100,000 acquired 2025-03-28 disposed 2025-12-22 | |
| ICON PLC (ICLR) | Health Care | $10,001–$100,000 acquired 2025-09-04 | |
| INTEL CORP (INTC) | Information Technology | $10,001–$100,000 acquired 2025-11-12 | |
| INTUIT (INTU) | Information Technology | $2,000–$10,000 disposed 2025-03-27 | |
| ISHARES 1-3 YEAR TREASRY BOND ETF (SHY) | US Debt Fund · Fund | $100,001–$1,000,000 | |
| JABIL INC (JBL) | Information Technology | $10,001–$100,000 | |
| JACKSON FINL INC CLASS A (JXN) | Financials | $10,001–$100,000 acquired 2025-09-04 | |
| JACOBS SOLUTIONS INC (J) | Industrials | $2,000–$10,000 disposed 2025-03-27 | |
| JOHNSON & JOHNSON (JNJ) | Health Care | $10,001–$100,000 acquired 2025-09-04 | |
| JPMORGAN CHASE & CO (JPM) | Financials | $10,001–$100,000 | |
| LIBERTY MEDIA CORP DEL CLASS A (FWONA) | Communication Services | $10,001–$100,000 acquired 2025-09-04 | |
| LIQUIDIA CORP (LQDA) | Health Care | $10,001–$100,000 acquired 2025-09-04 | |
| MANULIFE FINL CORP (MFC) | Financials | $10,001–$100,000 | |
| MARRIOTT INTL INC NEW CLASS A (MAR) | Consumer Discretionary | $10,001–$100,000 | |
| MARVELL TECHNOLOGY INC (MRVL) | Information Technology | $10,001–$100,000 acquired 2025-09-04 | |
| MASTEC INC (MTZ) | Industrials | $10,001–$100,000 disposed 2025-03-27 | |
| MCKESSON CORP (MCK) | Health Care | $10,001–$100,000 | |
| MEDTRONIC PLC (MDT) | Health Care | $10,001–$100,000 acquired 2025-03-28 | |
| META PLATFORMS INC CLASS A (META) | Communication Services | $10,001–$100,000 | |
| MICRON TECHNOLOGY INC (MU) | Information Technology | $10,001–$100,000 acquired 2025-03-28 | |
| MICROSOFT CORP (MSFT) | Information Technology | $10,001–$100,000 | |
| MIZUHO FINL GROUP INC (MFG) | Financials | $2,000–$10,000 acquired 2025-03-28 | |
| MOHAWK INDS INC (MHK) | Consumer Discretionary | $2,000–$10,000 disposed 2025-03-27 | |
| NETFLIX INC (NFLX) | Communication Services | $10,001–$100,000 disposed 2025-03-27 | |
| NUCOR CORP (NUE) | Materials | $2,000–$10,000 disposed 2025-03-27 | |
| NVIDIA CORP (NVDA) | Information Technology | $10,001–$100,000 | |
| O REILLY AUTOMOTIVE INC (ORLY) | Consumer Discretionary | $10,001–$100,000 acquired 2025-03-28 | |
| OKLO INC CLASS A (OKLO) | Utilities | $10,001–$100,000 acquired 2025-03-28 | |
| ORACLE CORP (ORCL) | Information Technology | $10,001–$100,000 acquired 2025-12-22 | |
| PALANTIR TECHNOLOGIES IN CLASS A (PLTR) | Information Technology | $10,001–$100,000 | |
| PALO ALTO NETWORKS INC (PANW) | Information Technology | $10,001–$100,000 acquired 2025-03-28 | |
| PARSONS CORP DEL (PSN) | Industrials | $2,000–$10,000 disposed 2025-03-27 | |
| PEGASYSTEMS INC (PEGA) | Information Technology | $10,001–$100,000 disposed 2025-03-27 | |
| PFIZER INC (PFE) | Health Care | $10,001–$100,000 disposed 2025-09-04 | |
| PROCTER & GAMBLE CO (PG) | Consumer Staples | $2,000–$10,000 disposed 2025-09-04 | |
| QUALCOMM INC (QCOM) | Information Technology | $10,001–$100,000 | |
| REGENERON PHARMACEUTICAL (REGN) | Health Care | $10,001–$100,000 acquired 2025-09-04 | |
| RIO TINTO PLC (RIO) | Materials | $10,001–$100,000 disposed 2025-03-27 | |
| RMR GROUP INC CLASS A (RMR) | Real Estate | $2,000–$10,000 disposed 2025-03-27 | |
| RTX CORP (RTX) | Industrials | $10,001–$100,000 | |
| SAFRAN (SAFRY) | Industrials | $10,001–$100,000 acquired 2025-03-28 | |
| SANOFI (SNY) | Health Care | $10,001–$100,000 acquired 2025-03-28 disposed 2025-09-04 | |
| SIEMENS A G (SIEGY) | Industrials | $10,001–$100,000 acquired 2025-03-28 | |
| ST STREET SPDR BLMBG 1-3 MN T BL ETF (BIL) | US Debt Fund · Fund | $2,000–$10,000 acquired 2025-11-12 | |
| STONEX GROUP INC (SNEX) | Financials | $10,001–$100,000 | |
| STRATEGY INC CLASS A (MSTR) | Information Technology | $2,000–$10,000 acquired 2025-12-22 | |
| TAIWAN SEMICONDUCTOR (TSM) | Information Technology | $10,001–$100,000 acquired 2025-03-28 | |
| TELEFONICA S A (TEF) | Communication Services | $2,000–$10,000 disposed 2025-03-27 | |
| TESLA INC (TSLA) | Consumer Discretionary | $10,001–$100,000 acquired 2025-03-28 | |
| THE COCA-COLA CO (KO) | Consumer Staples | $10,001–$100,000 | |
| TJX COS INC NEW (TJX) | Consumer Discretionary | $10,001–$100,000 | |
| TOTALENERGIES (TTE) | Energy | $10,001–$100,000 acquired 2025-03-28 | |
| UNITEDHEALTH GROUP INC (UNH) | Health Care | $10,001–$100,000 acquired 2025-09-04 | |
| VERIZON COMMUNICATIONS I (VZ) | Communication Services | $10,001–$100,000 acquired 2025-03-28 | |
| VISTRA CORP (VST) | Utilities | $10,001–$100,000 acquired 2025-03-28 | |
| WALMART INC (WMT) | Consumer Staples | $10,001–$100,000 | |
| WILLIAMS COS INC (WMB) | Energy | $10,001–$100,000 acquired 2025-03-28 |