Read from the FPPC's structured data, checked against the PDF · the PDF (17 p.) · FPPC portal
Findings
Worth a lookGifts
Lists $630.44 in gifts from California Democratic Party in 2024; the limit from one source is $590
The statement lists 5 gift(s) from California Democratic Party dated in 2024, totalling $630.44. The gift limit from a single source was $590 for 2024 (Government Code 89503).
What to check
Whether part of it was returned, or paid back, in time to not count (the filer's comments often say).
Whether the gifts are from one source (a couple is two sources) or are of a kind the limit doesn't cover (family, wedding gifts and the like).
The FPPC's gift fact sheet and Regulation 18940.2 for the exceptions.
This leaving statement for Senator was due 2024-12-30 and filed 2025-01-02.
What to check
Whether the due date shown was extended, or the statement was filed on paper first.
The filing officer decides whether a late fine applies.
Rule: Filed after the due date
“The filing officer who retains originally-signed or electronically filed statements of economic interests may impose on an individual a fine for any statement that is filed late. The fine is $10 per”Form 700 (2025/2026), Late Filing ✓ quoted from the saved copy · how this rule works
Worth a lookLobbying
Lobbying reports name $83 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: PLAYERS EDGE SERVICES $83 (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).
PLAYERS EDGE SERVICES$83
2024-05-28 DINNER at BRASSERIE DU MONDE $83 (of $498.52 for everyone it lists) · 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%) 10
Name
Business
Value
Morgan Stanley
Multinational Financial Services Corporation · Mutual Fund
$10,001–$100,000
Open Path Investments LLC/Tilden
Apartment Complex · LLC
over $1,000,000
The Heartland/Alto IRA Capitol Group Fund LLC
Senior Living Facilities · LLC
$100,001–$1,000,000
Campagna Realty Services · from the PDF partnership income over $500
Real Estate Loan · Partnership
$100,001–$1,000,000
Cherry Pick TN Partnership · from the PDF partnership income over $500
Apartment Complex · Partnership
over $1,000,000
Travill Investments
Hotel/Resort · LLC
$100,001–$1,000,000
Bioverge
Bio-Tech
$100,001–$1,000,000
Ford
Automotive
$10,001–$100,000
Emergent Global Solutions
Disaster Management
$100,001–$1,000,000
Genasys
Bio-Tech
$100,001–$1,000,000
Schedule B · Real property 1
Property
Value
Rental income
659 Cunard Drive, Napa Ownership/Deed of Trust
$100,001–$1,000,000
$500–$1,000
Schedule C · Income and business positions 5
Source
Income
Campagna Realty Services Real Estate Loan · Investor · PO Box 30213 Walnut Creek CA 94598
over $100,000 Loan Repayment
Open Path Investments LLC/Tilden Real Estate · Investor · 930 Irwin St. San Rafael, CA 94901
over $100,000 Partnership
Cherry Pick TN Partnership Real Estate · Investor · 9 E. Loockerman Street Suite 311 Dover, DE 19901
over $100,000 Other: LLC
Hall Asset Holding LLC Real Estate · Lender · 2323 Ross Ave, Suite 200, Dallas, TX 75201
over $100,000 Loan Repayment
Hall Structured Finance Pegasus LP Real Estate · Lender · 2323 Ross Ave, Suite 200, Dallas Texas 75201
over $100,000 Loan Repayment
Schedule D · Gifts 50
From
Gifts
Total
Antinori Napa Valley · from the PDF 3700 Soda Canyon Road, Napa, CA
2024-08-06 · Wine & Appetizers · $125
$125
Assemblymember Avelino Valencia · from the PDF 2400 East Katella Ave., Ste. 640, Anaheim
2024-07-02 · Honey · $5.50
$5.50
CA Apartment Association 980 9th Street #1430 Sacramento, CA
2024-01-05 · Lodging & Hosted Meals · $121.70
$121.70
Asian and Pacific Islander Legislative Caucus Foundation 1020 N Street, Suite 370 Sacramento, CA 95814
2024-01-04 · Lodging and Hosted Meals · $372.07
$372.07
Audubon CA · from the PDF 455 Capitol Mall, Sacramento CA
2024-01-16 · Reception - Food and Drinks · $32.59
$32.59
California Asian American & Pacific Island Legislative Caucus · from the PDF 1020 N Street Suite 370, Sacramento, CA
2024-02-12 · Plant · $13.14
2024-02-12 · Art Bowl · $17.65
$30.79
California Automatic Vendors Council · from the PDF 455 Capitol Mall #600 Sacramento, CA
2024-03-13 · Gift Bag with Snacks · $9.06
$9.06
California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA
2024-01-05 · VP Reception · $65
2024-02-27 · Retreat · $139.52
2024-02-28 · Retreat · $38.40
$242.92
California Fresh Fruit Association · from the PDF 7647 N Fresno St. Fresno CA
2024-08-14 · Tin Box/Fruit · $25
$25
California Cattleman's Association Cattle-PAC · from the PDF 3841 N. Freeway Blvd., Suite 130 Sacramento, CA
2024-03-13 · Breakfast/Cowboy Hat · $86
$86
California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA
2024-04-09 · Lunch · $25.66
2024-08-07 · Dinner · $361.86
$387.52
California Issues Forum · from the PDF 1717 I Street, Sacramento CA
2024-01-29 · Dinner · $102.16
$102.16
California Legislative Caucus Foundation · from the PDF 777 S. Figueroa St., Suite 4050 Los Angeles, CA
2024-03-29 · Cesar Chavez Print · $15
$15
California Association of Couties 116 15th Street, Sacramento CA
2024-04-17 · Reception(Food & Drink) · $19.22
$19.22
California Trout · from the PDF 1225 8th St., Suite 340 Sacramento, CA
2024-01-16 · Reception (Food & Drink) · $32.59
$32.59
Mike McGuire for State Senate · from the PDF 312 Clay Street, Suite 300 Oakland CA
2024-02-28 · Engraved Tumbler · $58
$58
California State Council Laborers · from the PDF 555 Capitol Mall, Suite 400 Sacramento, CA
2024-04-10 · Food & Beverage · $104.40
$104.40
Canada Pension Plan Investment Board One Queen Street East, Suite 2500 Toronto, Ontario M5C 2W5 Canada
2024-07-10 · Dinner · $31.90
$31.90
Catherine Blakespear for Senate 2026 · from the PDF 1700 Tribune Road, Suite 201 Sacramento, CA
2024-07-03 · Flag Lapel · $6.01
$6.01
Community Water Center Action Fund · from the PDF 716 10th St., Suite 300 Sacramento, CA
2024-01-16 · Reception (Food & Drink) · $12
$12
Festival d’été de Québec 683, Saint-Joseph Est Street, office 150 Québec City, Québec G1K 3C1 Canada
2024-07-08 · Festival Tickets · $183.31
$183.31
CDPQ (Caisse de dépôt et placement du Québec) Édifice Price 65, rue Sainte-Anne, 14th Floor Québec City, Québec G1R 3X5 Canada
Hall Wines · from the PDF 401 St. Helena Swy, South St. Helena CA
2024-08-06 · Wine Reception · $75
$75
Mattel, Inc. · from the PDF 333 Continential Blvd. TWR 8-1, El Segundo CA
2024-06-10 · Bag with Toys · $29.98
$29.98
Mike McGuire for Insurance Commissioner, 2026 · from the PDF 312 Clay Street, Suite #300, Oakland CA
2024-08-07 · CA Flag Picture · $61.56
$61.56
Olson Remcho - Wine Institute · from the PDF 555 Capitol Mall, Suite 400, Sacramento CA
2024-03-11 · Reception · $58.32
$58.32
Mike McGuire for Insurance Commissioner, 2026 · from the PDF 312 Clay Street, Suite #300, Oakland CA
2024-03-13 · St. Patricks Day Gift Bag · $7.90
2024-03-14 · Plant · $6.65
2024-08-07 · Plaque · $104.51
$119.06
Ministry of Foreign Affairs 2-2-1 Kasumigaseki, Chiyoda-Ku Tokyo 100-8919 Japan
2024-03-25 · Dinner · $64
2024-03-26 · Lunch · $33
$97
Ontario Teacher's Pension Plan 160 Front Street West, Suite 3200 Toronto, Ontario M5J 0G4 Canada
2024-07-10 · Dinner · $31.90
$31.90
Hirofumi Ichisaka Senior Executive Director International Osaka Prefectural Government Sakishima Building, 37F 1-14-16,
2024-03-27 · Dinner · $65
$65
KEIDANREN (Japan Business Federation) Keidanren Kaikan 1-3-2 Otemachi Chiyoda-Ku 100-8188 Japan
2024-03-26 · Dinner · $53
$53
Lena Gonzales for Senate 2024 · from the PDF 1700 Tribute Rd., Suite 201 Sacramento CA
2024-02-27 · Event/Dinner · $17.94
$17.94
Jewish Public Affairs Committee of California · from the PDF 1127 Eleventh St., Suite 400 Sacramento, CA
2024-05-14 · Food & Drink · $155.43
$155.43
League of California Cities 1116 15th St., Sacramento, CA
2024-04-17 · Reception (Food& Drink) · $14.43
$14.43
Masaji Matsuyama House of Councilors Room 1124, House of Counciliors Building 2-1-1 Nagata-Cho, Chiyoda
2024-03-25 · Lunch · $73
$73
Planned Parenthood Affiliates of California · from the PDF 1201 K Street, Suite 710, Sacramento CA
2024-02-14 · Goodie Bag · $3.48
$3.48
Québec Ministry of International Relations and La FrancophonieÉdifice Hector-FabreQuébec Ministry 525, boulevard René-Lévesque EstQuébec City, Québec G1R 5R9Canada
2024-07-08 · Lunch · $47.66
$47.66
Reyes Holding L.L.C · from the PDF 6250 North River Road, Rosemont IL
2024-08-20 · Food, Beverage and Glassware · $94
$94
PSP Investments (Public Sector Pension) 1250 René Lévesque Boulevard West, Suite 1400Montréal, Québec H3B 5E9Canada
2024-07-10 · Dinner · $31.90
$31.90
Republic Services · from the PDF 6800 Koll Center Parkway, Suite 320, Pleasanton CA
2024-01-04 · Lodging and hosted meals · $121.70
$121.70
Senator Maria Elena Durazo · from the PDF 1021 O Street, Suite 7530, Sacramento CA
2024-06-19 · Book · $19.95
$19.95
Stanford University 326 Galvez Street, Stanford CA
2024-10-26 · Football Game · $495.67
2024-05-29 · Food & Beverage at AI Summit · $94.33
$590
Susan Rubio 2018 · from the PDF 1700 Tribute Road., Suite 201, Sacramento CA
2024-08-31 · Money Clip · $35
$35
UFCW Western States Council · from the PDF 8530 Stanton Avenue, Buena Park, CA
2024-01-05 · Lodging and Hosted Meals · $121.70
$121.70
Steve Glazer for Lieutenant Governor 2026 1827 J Street, 3rd Floor, Sacramento CA
2024-03-11 · Mug · $15
$15
The University of California, State Government Relations · from the PDF 1130 K Street., Suite 280 Sacramento, CA
2024-01-31 · Dinner · $116.70
$116.70
Visit Napa Valley · from the PDF 1001 Second Street, Suite 330 Napa, CA
2024-08-06 · Transportation · $110.51
2024-08-06 · Gift Bag · $9.56
$120.07
Wine Institute · from the PDF 915 L Street, Suite 1190, Sacramento CA
2024-08-06 · Dinner and Entertainment · $103
$103
Silverado Resort & Spa Board of Directors · from the PDF 1600 Atlas Peak Road, Napa, CA
2024-01-01 · Golf · $156.24
$156.24
Schedule E · Travel paid by others 1
Paid by
Trip
Amount
California Foundation on the Environment & The Economy · 501(c)(3) 920 11th Street, Sacramento CA 95814
Taiwan/Vietnam · 2024-11-08 to 2024-11-18 · made a speech / panel · Gift
$14,000
The filer's comments
D *For Silverado membership pass used 4 times between 1/1/2024 - 12/31/2024