# Canonical totals — Lineage / Bay Grove disclosure dataset

The single authoritative reconciliation. Every figure is traceable to a primary source and
internally consistent (the parts sum to the whole). Computed directly from `db/disclosure.sqlite`
(`money_flows`), June 25, 2026. **`review`-tagged rows are held OUT of all totals** until verified.

## Definitions
- **Company / entity money** = political money paid *by* a Lineage/Bay Grove entity (lobbying fees + organizational contributions).
- **Principals' personal giving** = personal political contributions by the named principals (Kevin Marchetti, Adam Forste, Greg Lehmkuhl), confirmed by first name + employer.
- **Employee-aggregate lens** = contributions by individuals who *self-reported* a Lineage employer. Reported as a pattern, separately; **not** attributed to the company. Names not called out.

## The numbers

### 1. Company / entity money — **$848,441.19**
| Component | Amount | Source |
|---|---|---|
| Federal lobbying fees | $710,000.00 | U.S. Senate LDA (21 filings, 2021–25) |
| LA City lobbying fees | $107,500.00 | LA City Ethics (Veritas, Q4-2023→Q1-2026) |
| CA state organizational contributions | $30,941.19 | Cal-Access (Lineage Logistics Holdings, Lineage Partners/Oyster, Preferred Freezer) |

### 2. Principals' personal political giving — **$534,294.99**
| Jurisdiction | Amount | Detail |
|---|---|---|
| Federal | $433,194.99 | Marchetti $308,712 · Forste $123,983 (incl. $4,000 new bulk tail) · Lehmkuhl $500 net |
| CA state | $98,000.00 | Marchetti $46,500 · Forste $51,500 |
| LA City | $3,100.00 | Marchetti ($1,300 Garcetti 2013 · $1,800 Bass 2026) |

### 3. **Attributable total (company + principals): $1,382,736.18**

### 4. Employee-aggregate lens (reported separately) — **$159,456.40**
| Jurisdiction | Amount | Rows |
|---|---|---|
| Federal | $156,190.00 | 1,084 |
| CA state | $3,266.40 | 29 |

### 5. **All-in (attributable + aggregate lens): $1,542,192.58**

## What we EXCLUDED (the discipline, made auditable)
Name-matching against the public databases surfaced a large universe of look-alikes; the
disambiguation kept only confirmed entity/principal rows and quarantined the rest. **Excluded
rows are retained on disk with their tags; they contribute $0 to every total above.**

| Source | false_match | different | review (held out) | excluded total |
|---|---|---|---|---|
| FEC bulk | 37,110 rows / $9,355,528 | 4,361 / $527,262 | 5 / $3,225 | **$9,886,015** |
| Cal-Access | 750 / $173,948 | 488 / $117,326 | 28 / $32,708 | **$323,982** |
| **Total** | | | | **≈ $10.21M across ≈ 42,742 rows** |

**We kept ~$1.38M and excluded ~$10.2M.** The largest excluded group is the **"Forster" clan**
(Juan Y. Forster, Katherine Forster, Egerton Forster, and dozens more) — a *different surname*
from Bay Grove's **Forste** — plus **Lineage Cell Therapeutics** (a biotech), **Lineage Real
Estate**, **Walter G. Lehmkuhl** (a Con-Way executive, different first name from CEO Greg), and
**Alexandria / Lauren / Louis Marchetti** (different individuals).

## Anchors (unchanged across all rebuilds)
Federal lobbying $710,000 · LA City lobbying $107,500 · LA City contributions $3,100 ·
no CA state lobbying registration · no LA County contributions · the $2M California Community
Foundation gift is a **watch** item (not yet in behested filings as of this run).

## Two reconciliation notes for Code (align REVIEW.md to this set)
1. **`review` rows belong OUT of headline totals** (unverified). This dataset's attributable total
   is **$1,382,736.18**; if REVIEW.md shows ~$1,388,936 it is likely folding ~$6.2K of `review`
   rows back in — exclude them for the published figure.
2. **`payer_type` mislabels the Cal-Access `match` rows as `entity`** even when the payer is a
   principal (Marchetti/Forste state gifts). The grand total is unaffected, but fix the column so
   entity-vs-principal slices in the workbook are correct ($848,441 entity / $534,295 principals).

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*Compiled June 25, 2026 from primary public records. Contributions and lobbying are lawful and
disclosed by design; these are facts with confidence tags, not allegations of influence or
wrongdoing. Not legal advice.*
