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CLICS/CLICS2026A/commsumm.nsf
PUBLIC
BILL SUMMARY For CONTINUATION OF WITNESS TESTIMONY

OTHER COMMITTEE COMMITTEE ON HOUSE COMMITTEE ON ETHICS
Date Aug 14, 2026       Location HCR 0112

Continuation of Witness Testimony - Committee Discussion Only


08:07:24 AM  
Representative Joseph was called as witness, and was joined by her counsel. The chair administered an oath. Representative Joseph responded to questions regarding her role as caucus co-chair. Representative Joseph gave a timeline of her activities as caucus co-chair and discussed when she gained access to the caucus credit cards and started purchasing items for the caucus. She discussed the process that she developed regarding the payment of caucus dues, and her interactions with Representative Lindsay at the November 2024 retreat. She further reviewed her activities and actions as caucus co-chair.
08:22:18 AM  

She responded to questions about how she shared information about the caucus finances with Representative Marshall. Representative Joseph explained the timelines of her conversations with Representative Lindsay and Representative Marshall regarding her concerns with the caucus finances.

08:25:43 AM  
Representative Joseph responded to questions about a meeting in April 2025 and subsequent meetings to discuss caucus finances. She responded to questions about charges related to the 2024 caucus retreat. She continued to respond to committee questions regarding her view of her responsibilities for the caucus account and when she gained access to the account. She further discussed how she came to have concerns about the caucus finances.
08:41:50 AM  
She further explained the transactions that raised her concerns about the management of the account. She further responded to questions regarding Representative Lindsay's management of the fund.
09:06:29 AM  
Mr. DeHerrera asked Representative Joseph about her conversations with Representative Lindsay about access to the account. She responded to questions about the caucus retreat in 2024. Mr. DeHerrera distributed Exhibit D, an email from Speaker McCluskie in October 2025 regarding a meeting to review the caucus reconciliation (Attachment G). She discussed a posterboard of post-it notes prepared by Representative Lindsay, and was provided with a copy of the picture of the board (Attachment H).
09:32:30 AM  
Representative Joseph responded to questions about the payment of caucus dues. She responded to a question from Representative Soper about the picture of the board of post-it notes, and whether that represented Representative Lindsay's accounting of fund expenditures. She further responded to questions about her relationship with Representative Lindsay. She addressed why the board of post-it notes did not resolve her concerns about the caucus funds.
09:40:10 AM  
She further responded to questions from the committee regarding her impression of the board of post-it notes. She further addressed questions from the committee about whether Representative Lindsay's behavior with regard to the fund was negligent.
09:46:39 AM  
The committee took a brief recess.
09:56:19 AM  
The committee reconvened, and called their next witness, Representative Marshall. The chair noted that that committee had received his request for a polygrapher, and the committee had declined to use a polygrapher in the proceedings. The chair commented on Representative Marshall's communication to the committee, and referenced the committee's adopted procedures. The chair administered an oath.
09:58:16 AM  
Representative Marshall responded to questions from the committee regarding his professional background. He discussed his conversations with Representative Joseph regarding when he first became aware of Representative Joseph's concerns with the fund. He discussed his concerns with the caucus fund, and which specific transactions raised concerns.
10:04:54 AM  
He further addressed committee questions regarding the review of the caucus fund, and requested audits of the caucus account. He discussed how he formulated the complaint, and his believe that there was a pattern of mismanagement.
10:11:55 AM  
He responded to additional questions about Representative Lindsay's fiduciary duty to the caucus. Representative Marshall addressed questions from Mr. DeHerrera regarding whether he had reviewed the documentation submitted to Mr. Quinn.
10:14:26 AM  
The committee moved to its final witness, Representative Lindsay. The chair administered an oath.
10:15:46 AM  
Representative Lindsay responded to questions from the committee regarding the timeline of deposits to the fund and checks written to herself from the fund. She reviewed the timeline of payments related to the November 2024 retreat and described her state of mind at that time. She explained that her rationale for keeping the check from the November 2024 caucus retreat was to begin the process of reimbursing herself for caucus expenses that she paid with personal funds.
10:27:58 AM  
She continued by describing her method of tracking caucus expenses. In response to committee questions, Representative Lindsay discussed the relationships between herself and the other caucus co-chairs, and the division of labor between herself and Representative Joseph. She discussed meetings between herself and Representative Joseph about the caucus co-chair role. She explained her rationale for creating the board with post-it notes.
10:44:03 AM  
She responded to questions from the committee regarding her use of personal funds for caucus expenses and her rationale for backdating the reimbursement check for the retreat. She described a period of time when she did not have access to  the caucus financial statements. She discussed the payment of dues by members of the caucus, loans to the caucus account, and additional contributions to the account.
11:03:46 AM  
She continued to respond to questions from the committee regarding her record keeping system for caucus expenses. She further described the board showing the post-its of expenses, and the April 2025 meeting with Representative Joseph, Representative Duran, and the Speaker to review the caucus expenses. She responded to questions from the committee regarding hotel charges made on the caucus account. She further described her reimbursement of funds to the account for a hotel charge, and discussed other deposits to the fund.
11:24:24 AM  
Representative Lindsay responded to questions from the committee regarding the Ethics Committee process. She further responded to questions from the committee about her payment of caucus dues, reimbursement of dues paid, and expenses that she incurred on behalf of the caucus. She reviewed reimbursements she made to herself from the caucus account. She responded to questions about Will Quinn's review of the caucus funds.
11:50:28 AM  
She responded to questions from the committee about the delivery of receipts to the Speaker and the time frame for compiling the receipts. She further responded to questions about how her personal circumstances affected management of the caucus fund. She further responded to questions from the committee about her agreement to pay supplemental wages to Ms. Davison. She responded to questions about whether she had a fiduciary duty to the fund and caucus.
12:06:30 PM  
She responded to questions from the committee regarding the reimbursement check for the 2024 caucus retreat. She further answered questions about her approach to reimbursing herself for expenses she paid on behalf of the caucus. She responded to additional questions from the committee about the supplemental wage payment agreement with her aide.
12:16:21 PM  
She continued to respond to committee questions about her resistance to sharing information and responsibility with her co-chair, and documentation of expenses on the sticky note board. She responded to questions from the committee about whether her behavior was negligent, responding that her awareness of expectations and responsibilities for the role of caucus co-chair has evolved over time.