REED AE eeeEEE BOOUPA PLFR UNUUOTL
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ERIETSPLS
UNITED STATES SENATE FINANCIAL DISCLOSURE REPORT
FOR NEW EMPLOYEE AND CANDIDATE REPORTS
{_] Amendment
|
:
Last Name
First Name and MiddleInitial
»New Employee Report
JO
:
Oate of Employment (mmiddéyy):
Senate Office / Agency in Which Employed
(res z
Racner
E. Ce)
Senate/Candidate Office Address (Number, Street, City, State, and ZIP )
Senate/Candidate Office Telephone No.
Candidate Report .
oy?
:
fs
H\s A
Bea403
\ fm(> S350
Commencementofaely
State in which you are a candidate
Candidate Reporting Period
Avstiy, Tx F<FO!
Stl- 637-¢497
tral
Texas
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AFTER READING THE INSTRUCTIONS - ANSWER EACH OF THESE QUESTIONS
L 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 sourcein the
J
reporting period?
If Yes, Complete and Attach PARTII.
{ ves
|
No
Did you hold any reportable positions during the reporting period?
Y
lf Yes, Complete and Attach PARTVIII.
Did you, your spouse, or dependentchild hold any reportable
asset worth more than $1,000 at the end of the period or receive unearned
Did you have any reportable agreement or arrangement with an outside
i
i
?
or investment income of more than $200in the reporting period?
entity on thefiling date?
if Yes, Complete and Attach PART IIA and/orIIIB.
if Yes, Complete and Attach PART IX.
Did you, your spouse, or dependentchild have any reportableliability
(more than $10,000) during the reporting period?
V
\f Yes, Complete and Attach PARTVII.
Did you receive compensation of more than $5,000 from a single source in
J
the two prior years?
If Yes, Complete and Attach PART X.
Each question must be answered and the appropriate PART attached for each “YES” response.
File this report and any amendments with the Secretary of the Senate, Office of Public Records, Room 232, Hart Senate Office
Building, U.S. Senate, Washington, DC 20510. $200 Penalty forfiling more than 30 days after due date.
This Financial Disclosure Statementis required by the Ethics in Government Act of 1978, as amended. The statement will be
okeeeUSEONLY
madeavailable by the Office of the Secretary of the Senate to any requesting person upon written application and will be
—————
reviewed by the Select Committee on Ethics. Any individual who knowingly andwillfully 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
! CERTIFYthat the statements |
have madeon this form andall
attached schedulesare true,
complete and correctto the best of
my
knowledge and belief.
For Official Use Only - Do Not Write Below This Line
°
=
It is the Opinion ofthe revi
that
Signature of Reviewing Official
Date (Month, Day, Year)
the statements madein this form
are in compliance with Title | of the
ekd 21 12)
HL 36 ABVLIYIIS
Nl
BAWNSS |
Ethics in GovemmentAct.
aly
a es es
Financial Disclosure — Ted Cruz, New Employee and Candidate Report (2012)
United States Senate · July 9, 2012
A United States Senate financial disclosure report form for new employees and candidates, detailing reporting requirements for earned income, liabilities, and publicly traded assets under the Ethics in Government Act of 1978.
2011 2012 assets candidate ethics financial-disclosure income senate
Document text
ARGAAHSIOLRES
Reporting Individual’s Name
ee
ee ee
1 Amendment
PARTIl.
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
amountneedsto be specified for your spouse. (See p.3, CONTENTS OF REPORTSPart 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:
JP Computers
Wash., DC
EXAMPLE
Salary
$15,000
MC! (Spouse)
Arlington, VA
EXAMPLE
Salary
Over $1,000
1]
Morar Lewis
2 Bocevs LU?
Heustow , TX
Sncret Qurs Qyvs [$1,893,543
2)
Gorman Sacets # C0.
(<gouse)
WousmRY TK
SALant
Ouvgsoo
3]
Fensenerst
Societ 7
WasaiweTe , OX
Howaz.a@ium
dloa2e
4)
Faw WSST ACAPEMT
KATY, TX
HomaAhiv
seo
5
6
7
8
9
10
"1
12
RSE me es kes OL
GREEREyFs
Reporting Individua!'s Name
’
Tero (@pe
{ (Amendment
PARTIIIA.
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 $200in “unearned”
income during the reporting period.
Include on this PARTIIIA 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
retirementplan.
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(orless 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)
Qualified Blind Trust
None(or less than $201)
$1,001 - $2,500
$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
$2,501 - $5,000
$5,001 - $15,000
Actua!
Amount
Required
if
“Other”
Specified
IBM Copp.(stock)
>]
$50,001 - $100,000
>»
Dividends
>»
$201 - $1,000
Example
Example
Ss,
Example: DC,
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EXEMPTIONTEST(seeinstructions before marking box}: If you omitted any asset because it 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 spouse or dependentchild.
If the asset isAvaseither held bythefiler or jointly held, use the other categoriesof value, as appropriate.
LI
Vivi mwuaw bUewe LAV
Reporting a a2 : ae
[LrAinediment
Teo (aor
PART IIIA.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
4
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 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 $200in “unearned”
income during the reporting period.
Include on this PARTIIIA 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.
{f None, or less than $1,001,
Checkthefirst 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
Qualified Blind Trust
Other
(Specify|
Type}
None(orless than $201)
$201 - $1,000
$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
Actual
Amount
Required
if
“Other”
Specified
S,
IBM Corp.
(stock)
Example: DC,
as
d
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$50,001 - $100,000
|
Dividends
*
Example
Example
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EXEMPTION TEST(seeinstructions before marking box)
If you omitted any asset becauseit meets the three-part test for exemption describedin the instructions, please check box to the right.
“** This category applies onlyif the assetis/was held independently by the spouse or dependentchild.
If the asset isAwaseither held by thefiler or jointly hetd, use the other categories of value, as appropriate
LI
ant
.
Reporting individual'sName “
[7] Amendment
TED CQUR
PARTII1A.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
Ss
BLOCK A
BLOCK B
BLOCK C
Identity of Publicly Traded Assets
Valuation of Assets
Type and Amountof Income
And Unearned Income Sources
At the closeof reporting period.
If None, or less than $1,001,
Report the complete nameof each publicly
Checkthe first column
traded assetheld by you, your spouse,or
Type of Income
Amountof Income
your dependent child, (See p.3,
CONTENTS OF REPORTSPart B of
Instructions) for production of income or
investment which:
(1) had a vatue exceeding $1,000 at the
closeof the reporting period; and/or
(2} generated over $200in “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.
Other
{Specify|
Type)
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$5,000,001 - $25,000,000
$500,001 - $1,000,000
$25,000,001 - $50,000,000
Over $50,000,000
Excepted Investment Fund
None(or less than $201)
Over $1,000,000***
$1,000,001 - $5,000,000
$100,001 - $1,000,000
Over $1,000,000***
$50,001 - $100,000
$1
$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
000,001 - $5,000,000
Actual
Amount
Required
if
“Other”
Specified
Over $5,000,000
J
$201 - $1,000
*
*
Ss,
{BM Corp.
(stock,
Example
Example: OC,
sa
)
Example
x
or J
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Example
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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 boxto theright.
*** This category applies onlyif the asset is/was held independently by the spouse or dependentchild.
If the assetis/waseither held bythefiler orjointly held, use the other categories of value, as appropriate.
LI
Ft
Ss
ii
Feeporting Individual’sName
ani Amendment
Page Number
ead Cove
PART IIIA.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
G
BLOCK A
BLOCK B
BLOCK C
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 $200in “unearned”
incomeduring 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.
Valuation of Assets
At the close of reporting period.
If None, orless than $1,001,
Check thefirst column.
Type and Amountof Income
Type of Income
Amountof Income
None(or less than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$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(orless than $201)
$201 - $1,000
$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***
Actual
Amount
Required
if
“Other”
Specified
$1,000,001 - $5,000,000
Over $5,000,000
5,
IBM Corp.
(stock)
Example: DC,
pt
)
bad
>]
Dividends
bad
Example
Example
orJ
(S)
Keystone Fund
x
Example
Example
1
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2
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EXEMPTION TEST(see instructions before marking box): \f 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 spouse or dependent chitd.
If the asset isAwaseither held by thefiler or jointly held, use the other categories of value, as appropriate.
LI
Wrmeas Us EY
Reporting indwduat’s
Wartie
ry ‘Améndment
Ve Cave
PARTIIIA.
PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
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
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
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”
incomeduring the reporting period.
Include on this PARTIIIA 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.
None(orless 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
Dividends
Rent
Interest
Capital Gains
Excepted Investment Fund
Excepted Trust
Other
{Specify
Type)
$1,000,001 - $5,000,000
None(orless than $201)
Over $5,000,000
$201 - $1,000
$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***
Actual
Amount
Required
if
“Other”
Specified
1BM Corp. (stock)
>]
$50,001 - $100,000
Fad
*
Exampie
Example
Ss,
Example: DC,
orJ
(S)
Keystone Fund
Pad
Example
Example
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EXEMPTIONTEST(seeinstructions before marking box): \f you omitted any asset becauseit meets the three-part test for exemption describedin the instructions, please check box to the right.
*** This category applies only if the asset isAvas held independently by the spouse or dependentchild.
If the asset is/waseither heldby thefiler orjointly held, use the other categories of value, as appropriate.
L
SIE
ii
of
Reporting individual's Name
‘Amendment
Tem Cave
PARTINB.
NON-PUBLICLY TRADED ASSETS AND UNEARNED INCOME SOURCES
Page Number
&
BLOCKA
Identity of Non-Publicly Traded
Assets and Unearned Income Sources
Report the name, address(city, state and
description) of eachinterest held by you,
your spouse, or your dependentchild (See
p.3, CONTENTS OF REPORTSPart B of
Instructions) for the production of income
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.
BLOCK B
Valuation of Assets
At the close of reporting period.
if None,orless than $1,001,
Check the first column,
BLOCK C
Type and Amountof Income
Typeof Income
Amountof Income
None(orless than $1,001)
$1,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
$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
Dividends
Rent
Excepted investment Fund
Interest
Capital Gains
Excepted Trust
Qualified Blind Trust
Other
(Specify
Type)
000,001 - $5,000,000
None(orless than $201)
$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***
$1
Actual
Amount
Required
if
“Other”
Specified
Over $5,000,000
JP Computer, Software Design,
s,
Example: DC,
Wash DC
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Example
Example
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=XEMPTION TEST(see instructions before marking box). If you omitted any asset because it meets the three-part test for exemption descnbedin the instructions, please check box to the right.
** This category applies only if the asset isAwas held independently by the spouse or dependentchild.
If the asset isAvas either held by the filer or jointly held, use the other categories of value, as appropriate.
L
PS Pea
Reporting Individuai's Name
Te (ave
| C1 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 of Instructions), to any one creditor at any time
®
o!/sls
during the reporting period. Check the highest amount owed during the reporting
3
2
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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
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certain relativeslisted in Instructions. See Instructions for reporting revolving charge
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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 boxto the right
*** This category applies only if the assetis/was held independently by the spouse or dependentchild.
If the asset isAwas either held bythe filer orjointly held, use the other categories of value, as appropnate.
[|
Reporting individual's Name
(Amendment
Teo Ceve
PART Vill.
POSITIONS HELD OUTSIDE U.S. GOVERNMENT
Page Number
1o
held.
Exclude: Positions with federal government, religious, social, fraternal, or political entities, and those solely of an honorary nature.
Report any positions held by you during the applicable reporting period whether compensatedor not. Positions include, but are not limited to those of an
Officer, director, trustee, genera! partner, proprietor, representative, employee, or consultant of any corporation, firm, partnership, or other business
enterprise or any non-profit organization or educationalinstitution. Both the year and month must be reported for the period of time that the position was
Nameof Organization
Address(City, State)
Type of Organization
Position Held
(nor)
(more
Example:
National Assn. of Rock Collectors
NY,NY
EXAMPLE
Non-profit education
President
6/91
Present
Jones & Smith
Hometown, USA
EXAMPLE
Law Firm
Partner
7/96
11 /1X
1] Megan, Lewis *Recaus LLP]
tousew, TX
Law FEM
Gaes ~ ER
Slot
Fese-a
2
3
4
5
6
7
8
9
10
"1
12
13
Compensation in excess of $200 from any position must be reported in Part Il.
LU UL Lit
Reporting Individual's Name
An
| C1 Amendment
12D Caet
PART X.
COMPENSATIONIN EXCESS OF $5,000 PAID BY ONE SOURCE
Page Number
L(
FIRST TIME FILERS ONLY:(Except Candidate Reports - All Candidate Reports Must Include Part X If Applicable)
Report sources of compensation received by you or your businessaffiliation for services provided directly by you during the reporting period. This includes
the namesofclients and customersof any corporation,firm, partnership, or other business enterprise, or any non-profit organization when youdirectly
provided the servicesto the clients and/or customersof the firm that generated a fee or payment of more than $5,000. You need notreport the U.S.
Government as a source.
Nameof Source
Address of Source
Brief Description of Duties
Example:
Jones & Smith
Hometown, TX
Legal Services
EXAMPLE
Metro University (chent of Jones & Smith
Moneytown, USA
Legal Services in connection with university construction
EXAMPLE
1]
ACE Casu 6xthSs
Levine, TX
Leta Séeeucés
2)
Astea Paneer
WHIM IEFo, DE
CEB RU FMUCES
3|
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Page Number
PART X.
COMPENSATION IN EXCESS OF $5,000 PAID BY ONE SOURCE
rae
Governmentas a source.
FIRST TIME FILERS ONLY:(Except Candidate Reports - All Candidate Reports Must Include Part X If Applicable)
Report sources of compensation received by you or your businessaffiliation for services provided directly by you during the reporting period. This includes
the namesof clients and customers of any corporation, firm, partnership, or other business enterprise, or .any non-profit organization when youdirectly
provided the servicesto the clients and/or customersof the firm that generated a fee or payment of more than $5,000. You need not report the U.S.
Nameof Source
Addressof Source
Brief Description of Duties
e
\
Jones & Smith
Hometown, TX
Legal Services
EXAMPLE
xample:
—_——_—
-
Metro University (client of Jones & Smith
Moneytown, USA
Legal Services in connection with university construction
EXAMPLE
1
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PART X.
COMPENSATIONIN EXCESSOF $5,000 PAID BY ONE SOURCE
1%
FIRST TIME FILERS ONLY:(Except Candidate Reports - All Candidate Reports Must include Part X If Applicable)
Report sources of compensation received by you or yourbusinessaffiliation for services provided directly by you during the reporting period. This includes
the namesof clients and customers of any corporation, firm, partnership, or other business enterprise, or .any non-profit organization when youdirectly
provided the servicesto the clients and/or customers of the firm that generated a fee or payment of more than $5,000. You need notreport the U.S.
Governmentas a source.
Nameof Source
Addressof Source
Brief Description of Duties
Example:
Jones & Smith
Hometown, TX
Legal Services
EXAMPLE
Metro University (client of Jones & Smith
Moneytown, USA
Legal Services in connection with university construction
EXAMPLE
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