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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.

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/Bul||julid/ujoxepul/ro Bayeues ‘pyd‘www ell 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 : Le _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)? : lwo d 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. x ee UE FOR OF LU NLY : QED,ES Se Do Not Write Below4pis Line Sy ZZ we CJ Go 4 ora 1 cn co? oe 2Ro ( ‘ OM yt OEE em * Sr AS aie CQ ey gs W on Mees Lyfe 7 Lfipr rm €L/8Z/OL 0'LA youeas aunsojosiq jeloueul4 IGN
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/Bul|!yuld/ujoxepul/o 6'ayeues ‘pid‘win cle en nt Ss Reporting Individual s Name Ww 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. [| €L/8Z/0L 0A youeas ainsojosig jeloueul4 o1jqnd