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SECGNITED'STATES SENATEFINAI..... ~ISCLOSURE REPORT
x] Amendment_
|
FOR ANNUAL AND TERMINATION FILERS
ast Name
First Name and MiddleInitial
Annual Report
..
Calendar Year Covered by Report —
Senate Office / Agency in Which Employed
oruz
Rafael Edward
2012
Senator Ted Cruz
senate Office Address (Number, Street, City, State, and ZIP Code)
Senate Office Telephone Number {include Area Code}
Termination Report
_.
SD-185
202-224-5922
Termination Date {mmiddfyy)
Prior Office ¢ Agency in Which Employed
AFTER READING THE INSTRUCTIONS — ANSWER EACH OF THESE QUESTIONS AND ATTACH THE RELEVANT PART
| yes
|
No
| yes
|
no
:
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_o.
.
op
Did
you,
your spouse, or dependent child receive any
reportable travel! or
Did any individual or organization make a donation to charity in lieu of
reimbursements for trave! tthe reporting period ( o wonh more than
paying you for a speech, appearance,orarticle in the reporting period?
$350from one source)?
7
f Yes, complete and attach PARTI.
if Yes, complete and attach PART VI.
Did you or your spouse have earned income(e.g., salaries or fees) or non-
:
:
an
nvestment income of more than $200 from any reportable source in the
(movethon$10°000).‘uringthereposting enta” reportable liability
reporting period?
f Yes, complete and attach PARTII.
If Yes, complete and attach PARTVII.
Did you, your spouse, or dependentchild hold any reportable asset worth
.
«4:
oe,
more than $1,000at the endofthe period, or receive unearned or —
eect reportable positions on or beforethe dateoffiling in the
nvestment income of more than $200 in the reporting period?
If Yes. comptete YNd attach PARTVIII
f Yes, complete & attach PART I/iA and/or SIIB.
'
P
.
Did you, your spouse, or dependentchild purchase, sell, or exchange any
Do you have any reportable agreementor arrangement with an outside
reportable asset worth more than $1,000 in the reporting period?
entity?
If Yes, complete and attach PARTIV.
If Yes, complete and attach PART IX.
Did you, your spouse, or dependent child receive any reportable gift in the
.
a
.
.
:
a
:
:
If this is
your FIRST Report: Did
you receive compensation of more than
reporting period (i.e., aggregating more than $350 and nototherwise
$5,000 om a single Soyce in the wo prior years?
exempt)?
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If Yes, complete and attach PARTV.
If Yes, complete and attach PART X.
Each question must be answered and the appropriate PART attached for each “YES” response.
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Financial Disclosure — Cruz, Rafael E., Annual Report (2012)
United States Senate
This document is an amended annual financial disclosure report filed by U.S. Senator Rafael Cruz for the calendar year 2012. It details reportable publicly traded assets, mutual funds, bank accounts, and unearned investment income held by the filer and his spouse.
annual report assets financial-disclosure investments public official senate
Document text
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Reporting Individual s Name
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HooOghosS
Ted Cruz
PART IA.
PUBLICLY TRADE
—=_s—" _.ND UNEARNED INCOME SOURCES
a
BLOCKA
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 REPORTS, Part 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 PART HllA a complete
identification of each public bond, mutual
fund, publicly traded partnership interest,
excepted investment fund, bank account,
excepted and qualified blind trust, and
publicly traded asset of a retirement pian.
BLOCK B
Valuation of Assets
At the close of reporting period.
if None, or jess than $1,001,
BLOCK C
Type and Amountof income
checkthefirst column.
Type of Income
Amount of Income
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
Dividends
Rent
$1,000,001 - $5,000,000
None
$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***
Interest
Capital Gains
Excepted Investment Fund
Excepted Trust
Qualified Blind Trust
Other
(Specify
Type}
None(or less than $204)
$201 - $1,000
$100,001 - $1,000,000
$1,001 - $2,500
$2,501 - $5,000
$5,001 - $15,000
$15,001 - $60,000
$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 Con.
(stock,
Example: DC,
pt
)
>»
$50,001 - $100,000
ba
Fa’
Example
Example
orJ
(3)
Keystone Fund
a4
ba
Example
X
Example
1
|GSTIX (J)
2 |GSLIX (J)
3 |GSSIX (J)
4 1GSAIX (J)
5
|Roth IRA GIDGX (S)
6
|GS Money Market(J)
7
|Bank of America Savings (J)
8 |American Express Savings (J)
9
JING Direct Savings (J)
x
10|JP Morgan Savings(J}
x
I
x
xX
EXEMPTION TEST(see instructions before marking box): If you omitied any asset because it meets the three-part test for exemption describedin the instructions, please check box to the right.
“™This category applies onlyif the asset isAvas held independently by the Spouse or dependent child.
If the asset isfwaseither held by thefiler or jointly held, use the other categories of value, as appropriate.
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