California Files

Fiona S Ma › Form 700

Fiona S Ma: 2024 Annual statement

Annual 2024
Treasurer · due 2025-03-03
Annual 2024
California Catastrophe Response Council Member, California Catastrophe Response Council · due 2025-04-01
Annual 2024
Governing Board, Earthquake Authority · due 2025-04-01
Annual 2024
Board Member, Infrastructure and Economic Development Bank (IBank) · due 2025-04-01
Annual 2024
Elected Board Member, Public Employees Retirement System · due 2025-03-03
Annual 2024
Board Member, Teachers' Retirement System · due 2025-04-01
Filed
2025-03-03 · signed 03/03/2025 04:56 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (16 p.) · FPPC portal

Findings

Context Travel payments

Lists $12,348.34 in travel paid by others (2 payments)

Largest: Vietnam ($10,113.14, CA Foundation on the Environment & the Economy), Latvia & Riga ($2,235.20, CA State Friendship Committee). 2 of 2 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

Worth a look Lobbying

Lobbying reports name $84.67 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: Glydways, Inc. $84.67 (dinner).

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).
Glydways, Inc. $84.67
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%) 55

NameBusinessValue
Advanced Micro Devices, Inc.Technology - Retirement Account - Spouse$2,000–$10,000
AirBNB Inc.Online Marketing/lodging Retirement Account - Spouse$2,000–$10,000
Arista Networks Inc.Cloud Networking - Retirement Account - Spouse$10,001–$100,000
Asana Inc.Work Management - Retirement Account - Spouse$2,000–$10,000
disposed 2024-06-04
ASML Holding NVEquipment Manufacturing - Retirement Account - Spouse$10,001–$100,000
Atlassian CorporationSoftware - Retirement Account - Spouse$2,000–$10,000
Autodesk Inc.Software - Retirement Account - Spouse$2,000–$10,000
Bandwidth Inc.Software - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-11
Berkshire Hathaway Inc.Financial - Retirement Account - Spouse$10,001–$100,000
Cloudflare, Inc.Cloud Service - Retirement Account - Spouse$2,000–$10,000
Confluent IncTechnology - Retirement Account - Spouse$2,000–$10,000
Crowdstrike Hldgs Inc.Cyber Security - Retirement Account - Spouse$10,001–$100,000
Dexcom, Inc.Medical - Retirement Account - Spouse$2,000–$10,000
disposed 2024-06-04
Disney Walt CoEntertainment Media - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-04
Fiverr International Ltd.Online Market Place - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-08
Fortinet Inc.Cyber Security - Retirement Account - Spouse$10,001–$100,000
Globus Medical, Inc.Medical - Retirement Account - Spouse$2,000–$10,000
Guidewire Software Inc.Software - Retirement Account - Spouse$2,000–$10,000
Hubspot, Inc.Software Marketing -Retirement Account - Spouse$2,000–$10,000
Idexx Laboratories, Inc.Medical - Retirement Account - Spouse$2,000–$10,000
Intel CorpTechnology - Retirement Account - Spouse$2,000–$10,000
disposed 2024-06-04
Intuit, Inc.Finance Software - Retirement Account - Spouse$10,001–$100,000
JD.com Inc.Technology - Retirement Account - Spouse$2,000–$10,000
disposed 2024-09-06
Kinsale Cap Group, Inc.Insurance - Retirement Account - Spouse$10,001–$100,000
Lam Research CorpWater - Retirement Account - Spouse$2,000–$10,000
Lemonade Inc.Insurance Technology Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-08
Masimo CorpMedical Technology - Retirement Account - Spouse$2,000–$10,000
Mastercard Inc.Technology - Retirement Account - Spouse$10,001–$100,000
Match Group, Inc.Internet - Retirement Account - Spouse$2,000–$10,000
Medpace Hldgs Inc.Clinical Research - Retirement Account - Spouse$2,000–$10,000
Nintendo 8 ADRElectronics - Retirement Account - Spouse$2,000–$10,000
Nutanix Inc.Cloud Software Retirement Account - Spouse$2,000–$10,000
Old Dominion Freight Line Inc.Motor Carrier - Retirement Account - Spouse$2,000–$10,000
Pinterest Inc.Social Media - Retirement Account - Spouse$2,000–$10,000
Repligen CorpLife Science - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-11
RH ComHome furnishing - Retirement Account - Spouse$2,000–$10,000
Sea Limited ADSInternet/Mobile - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-11
Servicenow, Inc.Software - Retirement Account - Spouse$2,000–$10,000
Shopify Inc.E-Commerce - Retirement Account - Spouse$2,000–$10,000
Skillz Inc.Game development - Retirement Account - Spouse$2,000–$10,000
disposed 2024-06-04
Skyworks Solutions, Inc.Semi Conductors - Retirement Account - Spouse$2,000–$10,000
Snowflake Inc.Data Storage - Retirement Account - Spouse$2,000–$10,000
Solaredge Technologies Inc.Energy Technology - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-11
SVB Financial GroupFinancial Services - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-08
Target CorpRetail - Retirement Account - Spouse$2,000–$10,000
The Trade Desk Inc.Technology - Retirement Account - Spouse$2,000–$10,000
T-Mobile US Inc.Wireless Network - Retirement Account - Spouse$2,000–$10,000
Toro CoOutdoor Equipment - Retirement Account - Spouse$2,000–$10,000
disposed 2024-11-08
Ulta Beauty Inc.Beauty Supplies - Retirement Account - Spouse$2,000–$10,000
disposed 2024-09-04
Union Pac CorpRail Freight - Retirement Account - Spouse$2,000–$10,000
Wix. ComSoftware/web development - Retirement Account - Spouse$2,000–$10,000
Zebra Technologies CorpTechnology - Retirement Account - Spouse$2,000–$10,000
Zoom Video Communications, Inc.Technology - Retirement Account - Spouse$2,000–$10,000
UnitySoftware - Retirement Account Spouse$2,000–$10,000
acquired 2024-09-06
NICE LTD ADRSoftware - Retirement Account Spouse$2,000–$10,000
acquired 2024-03-22

Schedule A-2 · Businesses & trusts (10% or more) 1

Flat Horizon, LLC LLC

Consulting · 1032 Irving Street, #908, San Francisco, CA 94122 · Member

Value $0–$1,999 · gross income $10,001–$100,000

Sources of $10,000+: Beachcocmber Enterprises, LLC

Holds: 206 Ocean Drive, Oxnard, CA 93035 (Land/Bldg, Assessor Parcel 260-0-145-270) · $100,001–$1,000,000 · Property Ownership/Deed of Trust

Schedule B · Real property 1

PropertyValueRental income
037-275-219-000, Clearlake
Ownership/Deed of Trust		$100,001–$1,000,000$10,001–$100,000

Schedule D · Gifts 3

FromGiftsTotal
Politicom Law LLP
28 Liberty Ship Way Sausalito, CA
2024-10-04 · Dinner · $84.67
$84.67
Personal Insurance Federation of CA
1201 K Street, Sacramento, CA 95815
2024-10-02 · Dinner · $178.46
$178.46
Robert Rivas for Assembly 2024
1700 Tribute Rd, Sacramento, CA 95815
2024-01-03 · Dinner · $87.12
$87.12

Schedule E · Travel paid by others 2

Paid byTripAmount
CA Foundation on the Environment & the Economy · 501(c)(3)
920 11th Street, Sacramento, CA 95814		Vietnam · 2024-11-12 to 2024-11-20 · Airfare, lodging, meals re: recycling · Gift$10,113.14
CA State Friendship Committee · 501(c)(3)
200 Alameda De Las Pulgas, Ste. 154, San Mateo, CA 94403		Latvia & Riga · 2024-07-24 to 2024-07-29 · flights · Gift$2,235.20