__
BRRRISHOPDS
UNITED STATES SENATE FINANCIAL DISCLOSURE REPORT
FOR NEW EMPLOYEE AND CANDIDATE REPORTS
{_} Amendment
|
Lo
oe
-
o
|
me
Last Name
First Name and Middle Initia!
-New EmployeeReport --
Po,
Date of Employment (mm/dd/yy):
Senate Office / Agency in Which Employed
Cav 2.
Rrener
EC. (rep)
Senate/Candidate Office Address (Number, Street, City, State, and ZIP )
Senate/Candidate Office Telephone No.
. Candidate Report."
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, Puma S50
Commencement of Candidacy
(mmiddiyy}:
AUSTIM
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Stt- 634-6494
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“Texas
State in which you are a candidate
Candidate Reporting Period
ZO \\
AFTER READING THE INSTRUCTIONS - ANSWER EACH OF THESE QUESTIONS
| Yes
}
NO
i ves
|
No
Did you or your spouse have earned income(e.g., salaries or fees) or non-
investment income of more than $200 from any reportable source in the
Did you hold any reportable positions during the reporting period?
Y
reporting period?
lf Yes, Complete and Attach PARTVIII.
If Yes, Complete and Attach PARTII.
Did you, your spouse, or dependentchild hold any reportable
:
:
.
asset worth more than $1,000 at the end of the period or receive unearned
cateateanne eepogable agreement or arrangement with an outside
or investment income of more than $200in the reporting period?
if Yes Completeand Attach PART {X
if Yes, Complete and Attach PART IIA and/orIIIB.
’
P
.
Did you, your spouse, or dependent child have any reportableliability
Did you receive compensation of more than $5,000 from a single source in
af
(more than $10,000) during the reporting period?
the two prior years?
If Yes, Complete and Attach PARTVIL.
lf Yes, Complete and Attach PART X.
Each question must be answered and the appropriate PART attached for each “YES” response.
Building, U.S. Senate, Washington, DC 20510. $200 Penalty forfiling more than 30 days after due date.
File this report and any amendmentswith the Secretary of the Senate, Office of Public Records, Room 232, Hart Senate Office
This Financial Disclosure Statement is required by the Ethics in Government Act of 1978, as amended. The statementwill be
made available by the Office of the Secretary of the Senate to any requesting person upon written application and will be
FOR OFFICIAL USE ONLY
Do Not Write Below this Line
reviewed by the Select Committee on Ethics. Any individual who knowingly and willfully falsifies, or who knowingly andwillfully
fails to file this report may be subject to civil and criminal sanctions. (See 5 U.S.C. app. 4, § 104, and 18 U.S.C. § 1001.)
Certification
{
I CERTIFYthat the statements |
7
have made on this form andall
attached schedules are true,
complete and correct to the best of
my knowledge andbelief.
Date (Month, Day, Year)
4 [a | 2
ea
;
ee oe aa ee
I chee ae
,
p
For Official Use Only - Do Not Write Below This Line
Signature of Reviewing Official
itis the Opinion of the reviewer that
the statements madein this form
are in compliance with Title | of the
Ethics in GovernmentAct.
Aly
Date (Month, Day, Year)
=
4_
od 21 1el
HL sG ABVLTUIIS
\I
BIWN3S |
*
*
OpenSecrets.org
Financial Disclosure — Ted Cruz - Annual Personal Financial Disclosure (2012)
United States Senate · July 12, 2012
This document is a United States Senate Financial Disclosure Report filed by a new employee and candidate. It details reportable earned income, publicly traded assets, and unearned income sources for the specified reporting period.
assets ethics financial-disclosure income senate
Document text
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MOINSIPSED
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Reporting Individual's Name
| (1 Amendment
>VE
PART Il.
EARNED AND NON-INVESTMENT INCOME
Page Number
2.
Report the source (name and address), type, and amount of earned incometo you from any source aggregating $200 or more during the reporting period.
For your spouse, report the source (name and address)and type of earned income which aggregate $1,000 or more during the reporting period. No
amount needsto be specified for your spouse. (See p.3, CONTENTS OF REPORTSPart B ofInstructions.) Do not report income from employment by the
U.S. Governmentfor you or your spouse.
Individuals not covered by the Honoraria Ban:
For you and /or your spouse, report honoraria income received which aggregates $200 or more by exact amount, give the date of, and describe the activity
(speech, appearanceorarticle) generating such honoraria payment. Do not include paymentsin lieu of honoraria reported on Part I.
Nameof Income Source
Address(City, State)
Type of income
Amount
Example:
Po—ommuters
Wash., DC
EXAMPLE
Salary
$15,000
MCI (Spouse)
Arlington, VA
EXAMPLE
Salary
Over $1,000
11
Morean Lewis
é Qocevus LU?
Meustorw , TX
Srey Pus Gyre
Ot, S93,S42
2)
Govoman Spaces # Co.
(<gouse.)
WlouSPY , TX
Saran
Qv@sioe
3
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Sociét7
USASHiWET , “ee,
HomazAZigm
load
41
Fate WSBT ACAPEM'T
MATY
, TX
HonaAkiv mM
seo
5
6
7
8
9
10
11
12
13
OpenSecrets.org
GREENsis
Reporting Individua!'s Name
’
Teo (CQpe
(1 Amendment
PARTIl[A.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
BLOCK A
Identity of Publicly Traded Assets
And Unearned Income Sources
Report the complete name of each publicly
traded asset held by you, your spouse, or
your dependentchild, (See p.3,
CONTENTS OF REPORTSPart B of
instructions) for production of income or
investment which:
(1) had a value exceeding $1,000 at the
close of the reporting period; and/or
(2) generated over $200 in “unearned”
income during the reporting period.
Include on this PART IIIA a complete
identification of each public bond, mutual
fund, publicly traded partnershipinterest,
excepted investment funds, bank
accounts, excepted and qualified blind
trusts, and publicly traded assets of a
retirement plan.
BLOCK B
Valuation of Assets
At the close of reporting period.
If None,or less than $1,001,
Checkthefirst column.
BLOCK C
Type and Amountof income
Type of Income
Amount of Income
None(or tess than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$1,000,001 - $5,000,000
$5,000,001 - $25,000,000
$25,000,001 - $50,000,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 — $1,000,000
Over $50,000,000
Over $1,000,000*"*
None
Rent
Interest
Capital Gains
Excepted Investment Fund
Excepted Trust
Other
(Specify
Type)
None(orless than $201)
$100,001 - $1,000,000
Qualified Blind Trust
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
Over $1,000,000***
$1,000,001 - $5,000,000
Over $5,000,000
Actual
Amount
Required
if
“Other”
Specified
S,
IBM Corp.
(stock,
Example: DC,
Pf
)
*
$50,001 - $100,000
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Dividends
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$201 - $1,000
Example
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EXEMPTION TEST(seeinsinuctions before marking box}: If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right.
““ This category applies onlyif the asset is/was held independently by the spouse or dependentchild.
If the asset isAvaseither held bythefiler or jointly held, use the other categories of value, as appropriate.
[|
OpenSecrets.org
Reporting : Sak me
[Lraetament
Teo (Rv2
PART il[A.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
4
BLOCK A
Identity of Publicly Traded Assets
And UneamedIncome Sources
Report the complete name of each publicly
traded asset held by you, your spouse, or
your dependentchild, (See p.3,
CONTENTS OF REPORTSPart B of
instructions) for production of income or
investment which:
(1) had a value exceeding $1,000 at the
close of the reporting period; and/or
(2) generated over $200 in “unearned”
income during the reporting period.
Include on this PART jIIA a complete
identification of each public bond, mutual!
fund, publicly traded partnership interest,
excepted investment funds, bank
accounts, excepted and qualified blind
trusts, and publicly traded asseis of a
retirement plan.
BLOCKB
Valuation of Assets
At the close of reporting period.
{f None, or less than $1,001,
Checkthe first column.
BLOCK C
Type and Amountof [Income
Type of Income
Amount of Income
None (or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$5,000,001 - $25,000,000
$25,000,001 - $50,000,000
$1,000,001 - $5,000,000
Over $50,000,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 — $1,600,000
Over $1,000,G00***
None
Rent
Interest
Capital Gains
Excepted Investment Fund
Excepted Trust
Qualified Blind Trust
Other
{Specify
Type}
None(orless than $201)
$201 - $1,000
$100,001 - $1,000,000
$1,001 - $2,500
$2,501 - $5,000
$50,001 - $100,000
Over $1,000,000***
$5,001 - $15,000
$15,001 - $50,000
$1,000,001 - $5,000,000
Over $5,000,000
Actual
Amount
Required
if
“Other”
Specified
S
IBM Carp. (stock)
7
$50,001 - $100,000
xf
Dividends
bd
Example
Example
Example: DC,
or J
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EXEMPTION TEST(seeinstructions before marking box): If you omitted any asset becauseit meets the three-part test for exemption described in the instructions, please check box to the right.
“** This category applies onlyif the asset isfwas held independently by the spouse or dependent child.
If the asset isfwas either held by the filer or jointly he'd, use the other categories of value, as appropriate.
|
OpenSecrets.org
oscopen amet
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Reporting individual'sNamie”
Identity of Publicly Traded Assets
And Unearned Income Sources
Report the complete nameof each publicly
traded asset held by you, your spouse,or
your dependentchild, (See p.3,
CONTENTS OF REPORTSPart B of
Instructions) for production of income or
investmentwhich:
(1) had a vatue exceeding $1,000 at the
close of the reporting period; and/or
(2} generated over $200 in “unearned”
incomeduring the reporting period.
Include on this PART HIA a complete
identification of each public bond, mutual
fund, publicly traded partnership interest,
excepted investmentfunds, bank
accounts, excepted and qualified blind
trusts, and publicly traded assets of a
retirement plan.
Valuation of Assets
At the close of reporting period.
If None, or less than $1,001,
Check the first column.
oO Amendment
Page Number
TEp CQUE
PART II1/A.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Ss
BLOCK A
BLOCK B
BLOCK C
Type and Amountof Income
Type of Income
Amount of Income
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$1,000,001 - $5,000,000
$5,000,001 - $25,060,000
$25,000,001 - $50,000,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 — $1,000,000
Over $50,000,000
Over $1,000,000***
None
Rent
Interest
Capital Gains
Excepted Investment Fund
Excepted Trust
Qualified Blind Trust
Other
{Specify
Type)
Actual
Amount
Required
if
“Other”
Specified
None(or less than $201)
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$100,001 - $1,000,000
Over $1,000,000***
$1,000,001 - $5,000,000
Over $5,000,000
*
$50,001 - $100,000
x]
Dividends
Example
|
$201 - $1,000
Example
S,
IBM Corp. (stock}
Example: OC,
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EXEMPTION TEST(see instructions before marking box): If you omitted any asset becauseit meets the three-part test for exemption describedin the instructions, please check boxto the right.
*** This category applies only if the asset is/was held independently by the spause or dependentchild.
If the asset is/was either held bythe filer orjointly held, use the other categories of value, as appropriate.
[|
OpenSecrets.org
2
ad
Feeporting Individual’sName ~~
‘tT Amendment
Teo Cee
PARTIIIA.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
6
BLOCK A
Identity of Publicly Traded Assets
And Unearned Income Sources
Report the complete nameof each publicly
traded asset held by you, your spouse, or
your dependentchild, (See p.3,
CONTENTS OF REPORTSPart B of
instructions) for production of income or
investment which:
(1) had a value exceeding $1,000 at the
close of the reporting period; and/or
(2) generated over $200 in “unearned”
income during the reporting period.
Include on this PART [IIA a complete
identification of each public bond, mutual
fund, publicly traded partnership interest,
excepted investment funds, bank
accounts, excepted and qualified blind
trusts, and publicly traded assets of a
retirement plan.
BLOCK B
Valuation of Assets
At the close of reporting period.
If None, or less than $1,001,
Check the first column.
BLOCK C
Type and Amountof Income
Type of Income
Amountof Income
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 — $1,000,000
Over $1,000,000***
$1,000,001 - $5,000,000
$5,000,001 - $25,000,000
$25,000,001 - $50,000,000
Over $50,000,000
None
Rent
Interest
Capital Gains
Excepted investment Fund
Excepted Trust
Other
(Specify
Type)
None(or less than $201)
$201 - $1,000
$1,000,004 - $5,000,000
Qualified Blind Trust
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$100,001 - $1,000,000
Over $1,000,000***
Over $5,000,000
Actual
Amount
Required
if
“Other”
Specified
s
IBM Corp. (stock)
»
$50,001 - $100,000
x]
Dividends
bs
Example
Example
Example: DC,
orJ
(3)
Keystone Fund
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Example
Example
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EXEMPTION TEST(see instructions before marking box): \f you omitted any asset because it meets the three-part test for exemption describedin the instructions, please check box to theright,
*** This category applies only if the asset is/was held independently by the spouse or dependentchild.
If the asset isfwas either held by thefiler or jointly held, use the other categories of value, as appropriate.
[_
OpenSecrets.org
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12 ogosize
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Reporting a uat's
Wartie
Teo Cave
PART IIIA.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
BLOCKA
identity of Publicly Traded Assets
And Unearned Income Sources
Report the complete name of each publicly
traded asset held by you, your spouse, or
your dependentchild, (See p. 3,
CONTENTS OF REPORTSPart B of
Instructions) for production of income or
investment which:
(1) had a value exceeding $1,000 at the
close of the reporting period; and/or
(2) generated over $200 in “unearned”
income during the reporting period.
Include on this PART IIIA a complete
identification of each public bond, mutual
fund, publicly traded partnership interest,
excepted investment funds, bank
accounts, excepted and qualified blind
trusts, and publicly traded assets of a
retirement plan.
BLOCK B
Valuation of Assets
At the close of reporting period.
If None,or less than $1,001,
Check the first column.
BLOCK C
Type and Amountof Income
0 vuoi sieey
Type of Income
Amount of Income
None (or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$1,000,001 - $5,000,000
$5,000,001 - $25,000,000
$25,000,001 - $50,000,000
$100,001 - $250,000
Over $50,000,000
$250,001 - $500,000
$500,001 — $1,000,000
Over $14 ,000,000*"*
Dividends
Capital Gains
Excepted Investment Fund
Excepted Trust
Qualified Blind Trust
Rent
Interest
None
Other
(Specify
Type)
None(or less than $201)
$1,000,001 - $5,000,000
$201 - $1,000
$100,001 - $1,000,000
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
Over $1,000,000***
Over $5,000,000
Actual
Amount
Required
if
“Other”
Specified
s
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$50,001 - $100,000
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Example: DC,
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EXEMPTIONTEST(seeinstructions before marking box): If you omitted any asset becauseit meets the three-part test for exemption described in the instructions, please check box to theright.
*** This category applies only if the asset isAvas held independently by the spouse or dependentchild.
If the asset isAwas either held by thefiler orjointly held, use the other categories of value, as appropriate.
[|
OpenSecrets.org
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Reporting Individuals Name
‘Amendment
Tem Ceve
BLOCKA
BLOCK B
BLOCK C
Identity of Non-Publicly Traded
Valuation of Assets
Type and Amountof Income
Assets and Unearned Income Sources
Page Number
PART IB.
NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
&
At the close of reporting pericd.
-
if None, or less than $1,001,
Report the name, address(city, state and
Check the first column.
description) of each interest held by you,
Type of Income
Amount of Income
your spouse, or your dependentchild (See
p.3, CONTENTS OF REPORTSPant B of
Instructions) for the production of income
lj
or investmentin a non-public trade or
business which:
(1) had a value exceeding $1,000 at the
close of the reporting period; and/or
(2) generated over $200 in “unearned”
income during the reporting period.
Include the above report for each
underlying asset, which is not incidental to
the trade or business.
Publicly traded
assets held by non-public entity may be
listed on Part IIIA.
s
JP Computer, Software Design,
Example: DC,
Wash DC
orJ
Undeveloped land, Dubuque, lowa
1
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, Houstea TX
1X
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Other
Amount
Required
if
“Other”
Specified
(Specify
Type)
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$5,000,001 - $25,000,000
$25,000,001 - $50,000,000
Over $50,000,000
Excepted investment Fund
None(or less than $201)
$201 - $1,000
$1,000,001 - $5,000,000
$500,001 - $1,000,000
Over $5,000,000
Over $1,000,000"**
$1,000,001 - $5,000,000
$50,001 - $100,000
$100,001 - $250,000
$250,001 - $500,000
None
Dividends
Rent
Interest
Capital Gains
Excepted Trust
Qualified Blind Trust
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$106,001 - $1,000,000
Over $1,000,000°**
bas
Example
bad
*
Example
Exampie
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bd
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10
=XEMPTIONTEST(see insiructions before marking box): If you omitted any asset because it meets the three-part test for exemption described in the instructions, please check box to the right.
** This category applies only if the asset istwas held independently by the spouse or dependentchild.
If the asset is/was either held by the filer or jointly held, use the other categories of value, as appropriate,
OpenSecrets.org
Reporting Individual's Name
Teo (eve
| ( Amendment
PARTVil. LIABILITIES
Page Number
1
Category of Amountof Value (x)
Report liabilities over $10,000 owed by you, your spouse, or dependentchild (See p.3
o
CONTENTS OF REPORTSPart B ofInstructions), to any one creditor at any time
&
ol8/s
during the reporting period. Check the highest amount owed during the reporting
3
2
8
2
Slals
period. Exclude: (1) Mortgages on your personal residences unless rented; (2) loans
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secured by automobiles, household furniture or appliances; and (3) liabilities owed to
2
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certain relatives listed in Instructions. See Instructions for reporting revolving charge
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Type of Liability
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First District Bank
Wash., DC
Mortgage on undeveloped land
1992
13%
25yrs
X
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Example: DC,
ord
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John Jones
Wash., DC
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2000
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