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Statement of Economic Interests — Maria S. Lazar, Calendar Year 2014 (2015)

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Statement of Economic Interests Filed in 2015 for calendar year 2014 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2014
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 Alger S-Mid Cap Growth Fund AmCap Fund Inc. Blackrock Equity Dividend Fund, Institutional Class Capital Income Builder Fund Capital World Growth and Income Fund College America 529 - Growth Fund of America College America 529 - Growth Fund of America College America 529 - Investment Co. of America College America 529- Cap World Growth and Income Eaton Vance Income Fund of Boston Franklin High Income Fund, Advisor Class Franklin Mutual Global Discovery Fund Franklin Total Return Fund FUNDAMENTAL INVESTORS FUND Growth Fund of America Hartford Dividend and Growth Fund Hartford Growth Opportunities Fund Invesco Growth and Income Fund Invesco Int'l Growth Fund IShares Russell 2000 Fund IShares Russell MidCap Fund John Hancock Disciplined Value MidCap Fund John Hancock Global Shareholder Yield JP Morgan Fed. Money Mkt. Fund, Institutional Class Loomis Sayles Global Bond Fund, Institutional Class Lord Abbett Total Return Fund Manning & Napier World Opportunities Series Massachusetts Investor Trust MFS Growth Fund NEW WORLD FUND T. Rowe Price Blue Chip Growth Fund
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2: BUSINESS ACTIVITIES Templeton Global Bond Fund, Advisor Class Templeton Global Bond Fund, Class C Vanguard High Divdend Yield Vanguard Int'l Equity Virtus Emerging Markets Opportunities Fund Name of Security None $5,000 to $50,000 More Than $50,000 LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State
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3: BUSINESS PARTNERS 4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2.
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6: OFFICER OR DIRECTOR 7: AGENT, & REP. SPOKESPERSON For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State
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8: CREDITOR 9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 J.P. Morgan Chase, NA Columbus OH 2 Landmark Credit Union New Berlin WI 3 Nissan Motor Acceptance Corp Irving TX 4 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2014 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 State of Wisconsin DOJ Madison WI Asst. Atty. Gen. at Attorney General's Office List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9
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11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt 1 National Assoc. of Attys General- (NAGTRI) $1,382.00 $0.00 Hotel and Travel Expenses paid for by NAGTRI to be a trainer on trial advocacy for the Rhode Island Atty General's Office Click any documents below to open
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ADDITIONAL DOCUMENTS Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 1/9/2015 Certified Date: 12/29/2014 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2016 for calendar year 2015 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2015
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 AmCap Fund Inc. Blackrock Equity Dividend Fund, Institutional Class Capital Income Builder Fund Capital World Growth and Income Fund Eaton Vance Income Fund of Boston Franklin Mutual Global Discovery Fund Franklin Total Return Fund FUNDAMENTAL INVESTORS FUND Growth Fund of America Hartford Dividend and Growth Fund Hartford Growth Opportunities Fund Invesco Diversified Dividend John Hancock Bond Fund Class 1 John Hancock Disciplined Value MidCap Fund John Hancock Global Shareholder Yield JP Morgan Fed. Money Mkt. Fund, Institutional Class Lord Abbett Total Return Fund MFS Growth Fund MFS International Equity MFS International Value Oakmark International Prudential Total Returns Bond T. Rowe Price Blue Chip Growth Fund Victory Integrity Small Value Victory/Munder Mid Cap Core LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 J.P. Morgan Chase, NA Columbus OH 2 Landmark Credit Union New Berlin WI 3 Wells Fargo Home Mortgage Carol Stream IL
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS Information covers entire calendar year of 2015 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Circuit Courts Waukesha WI Circuit Court Judge - Waukesha County 3 State of Wisconsin DOJ Madison WI Asst. Atty. Gen. at Attorney General's Office List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State 1 Galanis, Pollack, Jacobs & Johnson, S.C. Milwaukee WI List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2016 Certified Date: 4/21/2016 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to
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be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2017 for calendar year 2016 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2016
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 AmCap Fund Inc. Blackrock Equity Dividend Fund, Institutional Class Capital Income Builder Fund Capital World Growth and Income Fund Eaton Vance Income Fund of Boston Franklin Mutual Global Discovery Fund FUNDAMENTAL INVESTORS FUND Growth Fund of America Hartford Dividend and Growth Fund Hartford Growth Opportunities Fund Invesco Diversified Dividend Investment Co of America Jensen Quality Growth John Hancock Bond Fund Class 1 John Hancock Disciplined Value MidCap Fund John Hancock Global Shareholder Yield JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value Lord Abbett Total Return Fund MFS Growth Fund MFS International Equity MFS International Value Oakmark International Prudential Total Returns Bond T. Rowe Price Blue Chip Growth Fund Victory Integrity Small Value LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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2: BUSINESS ACTIVITIES 3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year.
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 J.P. Morgan Chase, NA Columbus OH 2 Landmark Credit Union New Berlin WI 3 Wells Fargo Home Mortgage Carol Stream IL
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS Information covers entire calendar year of 2016 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Circuit Courts Waukesha WI Circuit Court Judge - Waukesha County List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year.
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12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 5/1/2017 Certified Date: 4/26/2017 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection.
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The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2018 for calendar year 2017 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2017
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 AmCap Fund Inc. American Franklin Mutual Global Discovery Fund Blackrock Equity Dividend Fund, Institutional Class Capital Income Builder Fund Capital World Growth and Income Fund Eaton Vance Income Fund of Boston FUNDAMENTAL INVESTORS FUND Growth Fund of America Hartford Dividend and Growth Fund Hartford Growth Opportunities Fund Invesco Diversified Dividend Investment Co of America Jensen Quality Growth John Hancock Bond Fund Class 1 John Hancock Disciplined Value MidCap Fund John Hancock Global Shareholder Yield JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value Lord Abbett Total Return Fund MFS Growth Fund MFS International Equity MFS International Value Oakmark International Prudential Total Returns Bond T. Rowe Price Blue Chip Growth Fund Victory Integrity Small Value LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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2: BUSINESS ACTIVITIES 3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year.
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 J.P. Morgan Chase, NA Columbus OH 2 Jeep Dealer Services Denver CO 3 Wells Fargo Home Mortgage Carol Stream IL
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS Information covers entire calendar year of 2017 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2018 Certified Date: 4/3/2018 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to
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be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2019 for calendar year 2018 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2018
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 PIMCO International Bond American Fundamental Investors American Growth Fund of America A Capital World Growth Income Fund Eaton Vance Atlanta Capital SMID- Cap Eaton Vance Income Fund of Boston Edgewood Growth Fund Franklin Mutual Global Discovery Fund Franklin Rising Dividends C Jensen Quality Growth John Hancock Bond Fund John Hancock Disciplined Value MidCap Fund JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value JP Morgan Value Advantage Fund MFS Growth Fund MFS International Value MFS Intl Eq MFS Value Fund Oakmark International Pgim Total Return Bonds T Rowe Price LC Growth Fund T. Rowe Price Blue Chip Growth Fund Victory Sycamore Small Co Oppty Fd CL I LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities
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3: BUSINESS PARTNERS in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 J.P. Morgan Chase, NA Columbus OH 2 Jeep Dealer Services Denver CO 3 Wells Fargo Home Mortgage Carol Stream IL
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS Information covers entire calendar year of 2018 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Marquette University Law School Milwaukee WI Adjunct Professor 2 Photography by Tom Lazar Brookfield WI Photographer List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2019 Certified Date: 4/27/2019 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected.
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If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2020 for calendar year 2019 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2019
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 PIMCO International Bond American Capital World Growth Income Fund American Fundamental Investors Artisan Mid Cap CHAMPLAIN MID CAP CL I Eaton Vance Atlanta Capital SMID- Cap Eaton Vance Income Fund of Boston Edgewood Growth Fund Franklin Rising Dividends C Invesco International Growth Jensen Quality Growth John Hancock Bond Fund John Hancock Disciplined Value MidCap Fund JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value JP Morgan Value Advantage Fund MFS Growth Fund MFS International Value MFS Intl Eq MFS Value Fund Pgim High Yield Cl R6 Pgim Total Return Bonds T Rowe Price Dividend Growth T Rowe Price Equity Income T Rowe Price LC Growth Fund T. Rowe Price Blue Chip Growth Fund Victory Sycamore Small Co Oppty Fd CL I LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year.
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 J.P. Morgan Chase, NA Columbus OH 3 Jeep Dealer Services Denver CO 4 Wells Fargo Home Mortgage Carol Stream IL
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES Information covers entire calendar year of 2019 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2020 Certified Date: 4/29/2020 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected.
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If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2021 for calendar year 2020 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2020
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 PIMCO International Bond American Capital World Growth Income Fund American Fundamental Investors Artisan Mid Cap CHAMPLAIN MID CAP CL I Eaton Vance Atlanta Capital SMID- Cap Eaton Vance Income Fund of Boston Edgewood Growth Fund Franklin Rising Dividends A Invesco International Growth Jensen Quality Growth John Hancock Bond Fund John Hancock Disciplined Value MidCap Fund JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value MFS Growth Fund MFS International Value MFS Intl Eq MFS Value Fund Pgim High Yield Cl R6 Pgim Total Return Bonds T Rowe Price Dividend Growth T Rowe Price Equity Income T Rowe Price LC Growth Fund T. Rowe Price Blue Chip Growth Fund Victory Sycamore Small Co Oppty Fd CL I LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year.
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 J.P. Morgan Chase, NA Columbus OH 3 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2020
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 1/8/2021 Certified Date: 1/1/2021 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date:
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Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2022 for calendar year 2021 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2021
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a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Retirement 2055 Vanguard Retirement 2045 Vanguard Retirement 2035 Vanguard Retirement 2025 Vanguard Retirement 2015 Vanguard Target Retirement Income Name of Security None $5,000 to $50,000 More Than $50,000 American Euro Pacific Growth BlackRock EAFE Equity Index Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Russell 2000 Index DFA US Micro Cap Portfolio Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock Mid Cap Equity Index T Rowe Price Mid Cap Growth Name of Security None $5,000 to $50,000 More Than $50,000 American Beacon Bridgeway Calvert US Large Cap Fidelity Contrafund Vanguard Institutional Index Plus Vanguard Wellington - Admiral Shares Name of Security None $5,000 to $50,000 More Than $50,000 BlackRock US Debt Index Dodge & Cox Income PROFILE SERIES INTERNATIONAL SMALL CAP MID CAP LARGE CAP AND BALANCED FUNDS BOND
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1B: OTHER INVESTMENTS b) Other Investments. List mutual and money market funds, stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., Fidelity S&P Index 500 Fund, or ABC Corporation). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, mutual funds, and money market funds (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the law has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the SEI form until changes can be made, but you do not have to report them. Federated US Government Securities 2-5yrs Vanguard Long-term Investment Grade Adm Shares Name of Security None $5,000 to $50,000 More Than $50,000 Name of Security None $5,000 to $50,000 More Than $50,000 Vanguard Admiral Treasury Money Market Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA MONEY MARKET FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY Name of Security None $5,000 to $50,000 More Than $50,000 STOCK
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 MUTUAL FUND OR MONEY MARKET FUND Name of Security None $5,000 to $50,000 More Than $50,000 PIMCO International Bond American Capital World Growth Income Fund American Fundamental Investors Artisan Mid Cap CHAMPLAIN MID CAP CL I Eaton Vance Atlanta Capital SMID- Cap Eaton Vance Income Fund of Boston Edgewood Growth Fund Franklin Rising Dividends A Invesco International Growth Jensen Quality Growth John Hancock Bond Fund John Hancock Disciplined Value MidCap Fund JP Morgan Fed. Money Mkt. Fund, Institutional Class JP Morgan Mid Cap Value MFS Growth Fund MFS International Value MFS Intl Eq MFS Value Fund Pgim High Yield Cl R6 Pgim Total Return Bonds T Rowe Price Dividend Growth T Rowe Price Equity Income T Rowe Price LC Growth Fund T. Rowe Price Blue Chip Growth Fund Victory Sycamore Small Co Oppty Fd CL I LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000
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3: BUSINESS PARTNERS List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State
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4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE 6: OFFICER OR DIRECTOR Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year.
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7: AGENT, & REP. SPOKESPERSON 8: CREDITOR # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 J.P. Morgan Chase, NA Columbus OH 3 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2021
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9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME 11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Waukesha Wisconsin Circuit Court Judge List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State
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STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT ADDITIONAL DOCUMENTS List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 1/7/2022 Certified Date: 12/23/2021 Amend Date: 1/2/2026 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected.
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If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2023 for calendar year 2022 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2022
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1B: OTHER INVESTMENTS b) Other Investments. List stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., ABC Corporation, or Wisconsin Town Municipal Bond, April 2034). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: mutual funds, money market funds, exchange traded funds or notes, the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. They have been removed from the 2023 form, so sections 1A and 1B may look different from what you reported in previous years. The Mutual Funds option will NOT be visible on the 2023 form. a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. If you do not hold, through the Wisconsin Deferred Compensation program or otherwise, at least $5,000 in any of these three securities, this section can be left blank. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange- traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. These options are NOT visible on the 2023 form. All but 3 options have been removed from section 1A, so your 2023 SEI may look different from the form you filed in previous years. Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 STOCK Name of Security None $5,000 to $50,000 More Than $50,000 LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 Ast. Lord Abbett Core Fixed Income Federated Hermes Instl Hi Yld janus henderson multi-sector Income Lord Abbett Short Duration Income CL I (LLDYX) OTHER Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the
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3: BUSINESS PARTNERS 4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson
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6: OFFICER OR DIRECTOR 7: AGENT, & REP. SPOKESPERSON Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current
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8: CREDITOR 9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 J.P. Morgan Chase, NA Columbus OH 3 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2022 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Waukesha Wisconsin District 2 Court of Appeals List other sources from which you or your family received income of $1,000 or more in the previous calendar year.
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11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open
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ADDITIONAL DOCUMENTS Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 5/1/2023 Certified Date: 4/28/2023 Amend Date: 1/2/2026 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2024 for calendar year 2023 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2023
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1B: OTHER INVESTMENTS b) Other Investments. List stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., ABC Corporation, or Wisconsin Town Municipal Bond, April 2034). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: mutual funds, money market funds, exchange traded funds or notes, the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. They have been removed from the 2023 form, so sections 1A and 1B may look different from what you reported in previous years. The Mutual Funds option will NOT be visible on the 2023 form. a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. If you do not hold, through the Wisconsin Deferred Compensation program or otherwise, at least $5,000 in any of these three securities, this section can be left blank. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange- traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. These options are NOT visible on the 2023 form. All but 3 options have been removed from section 1A, so your 2023 SEI may look different from the form you filed in previous years. Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 STOCK Name of Security None $5,000 to $50,000 More Than $50,000 LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 Ast. Lord Abbett Core Fixed Income Federated Hermes Instl Hi Yld janus henderson multi-sector Income Lord Abbett Short Duration Income CL I (LLDYX) OTHER Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the
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3: BUSINESS PARTNERS 4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson
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6: OFFICER OR DIRECTOR 7: AGENT, & REP. SPOKESPERSON Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current
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8: CREDITOR 9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2023 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Waukesha Wisconsin District 2 Court of Appeals List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or
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11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt Click any documents below to open
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ADDITIONAL DOCUMENTS Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2024 Certified Date: 4/28/2024 Amend Date: 1/2/2026 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2025 for calendar year 2024 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2024
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1B: OTHER INVESTMENTS b) Other Investments. List stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., ABC Corporation, or Wisconsin Town Municipal Bond, April 2034). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: mutual funds, money market funds, exchange traded funds or notes, the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. They have been removed from the 2023 form, so sections 1A and 1B may look different from what you reported in previous years. The Mutual Funds option will NOT be visible on the 2023 form. a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. If you do not hold, through the Wisconsin Deferred Compensation program or otherwise, at least $5,000 in any of these three securities, this section can be left blank. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange- traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. These options are NOT visible on the 2023 form. All but 3 options have been removed from section 1A, so your 2023 SEI may look different from the form you filed in previous years. Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 STOCK Name of Security None $5,000 to $50,000 More Than $50,000 Home Depot (HD) LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 Ast. Lord Abbett Core Fixed Income Federated Hermes Instl Hi Yld janus henderson multi-sector Income Lord Abbett Short Duration Income CL I (LLDYX) OTHER Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date
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3: BUSINESS PARTNERS 4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson
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6: OFFICER OR DIRECTOR 7: AGENT, & REP. SPOKESPERSON Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current
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8: CREDITOR 9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME as of 12/31 of the previous calendar year. # Business or Organization City State Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Honda Financial Services Torrance CA 2 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2024 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Photography by Tom Lazar Brookfield WI Photographer 2 State of Wisconsin Waukesha Wisconsin District 2 Court of Appeals List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or
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11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization). Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt 1 National Foundation for Judicial Excellence $500.00 $1,412.22 This was for attendance at the 20th Annual Judicial Symposium in Washington, D.C. The NFJE reimbursed me for up to $500 of my airfare; it also paid for my hotel stay (est. $ 612.22) and meals (est. $250-300).
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ADDITIONAL DOCUMENTS Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 4/30/2025 Certified Date: 3/26/2025 Amend Date: 1/2/2026 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________
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Statement of Economic Interests Filed in 2026 for calendar year 2025 Official Name: Lazar, Maria S. Agency or Office: Court of Appeals Position Title: Court of Appeals Judge-Candidate - District 02 Agency or Office: Supreme Court Position Title: Justice-Candidate - Supreme Court Justice In order to navigate the SEI form, use the green button at the bottom of the page to advance to the next section. You can also use the green "go to sections" button at the top right to go directly to a particular section. If you were appointed or nominated to a new position or a new term of office since 12/31 of the previous year, this section should be current as of your start date. If you are a continuing official, this section should be current as of 12/31 of the previous year. If you are leaving office, this section should be current as of your end date. If you are a candidate, this section should be current as of 12/31 of the year before your election. (Forms may not be filed before 12/1 of the year before your election.) The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. Definitions: "Family” or “family member” means your spouse, and any child, stepchild, parent, or parent-in-law who receives more than one-half of his or her support from you or from whom you receive more than one-half of your support. "Income" means gross income before deductions and depreciation, from whatever source derived, as defined by the Internal Revenue Code, but excludes dividends and interest. A "lobbyist" is an individual who attempts to influence legislation or administrative rules in Wisconsin by communicating with an elected state official, agency official, or legislative employee on another's behalf for pay. For a list of current lobbyists, go to: https://lobbying.wi.gov/Who/Lobbyists/2017REG/SearchNames. If you need further assistance, please contact Ethics Commission Staff at 608-266-8123 or [email protected]. 1A: WISCONSIN DEFERRED COMPENSATION PROGRAM INVESTMENTS Information current as of December 31, 2025
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1B: OTHER INVESTMENTS b) Other Investments. List stocks, bonds, limited partnerships, and Wisconsin governmental securities in which you and your family's interest was valued at $5,000 or more. Please list securities by name (e.g., ABC Corporation, or Wisconsin Town Municipal Bond, April 2034). Do not just list the type of account or the institution through which the investments are held (e.g., IRA, Merill Lynch account, etc.). Include: stocks and stock options, commodity futures contracts, bonds, limited partnerships, securites issued by the State of Wisconsin or by local government entities within Wisconsin, (include any of the aforementioned investments held directly, or through a deferred compensation plan, profit-sharing plan, or pension plan whose investments you or your family directs; in an individual retirement account (IRA); in a trust you or a family member created or of which you or a family member have beneficial use; or held for you by a corporation, partnership, or other entity which you or a family member controls). DO NOT include: mutual funds, money market funds, exchange traded funds or notes, the Wisconsin retirement system, savings accounts, checking accounts, certificates of deposit, annuities, insurance contracts, securities issued by the federal goverment or a government outside Wisconsin, securities issued by an organization that does not do any business in Wisconsin, investments held by you or your family whose total interest is valued less than $5,000. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange-traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. They have been removed from the 2023 form, so sections 1A and 1B may look different from what you reported in previous years. The Mutual Funds option will NOT be visible on the 2023 form. a)Funds Available in Wisconsin Deferred Compensation Program. These funds are available to participants in the Wisconsin Deferred Compensation program and many of them are also available for direct purchase, independent of that program. If you held an investment of $5,000 or more in any of these funds – either directly or through the program-- please check the appropriate box. Please report other investments under the next question. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. If you do not hold, through the Wisconsin Deferred Compensation program or otherwise, at least $5,000 in any of these three securities, this section can be left blank. PLEASE NOTE - as of April 17, 2022, the SEI statute has changed. SEI filers no longer have to report defined benefit retirement plans, annuities, money market funds, mutual funds, exchange- traded funds, or exchange-traded notes. These options will still be visible on the 2022 SEI form. These options are NOT visible on the 2023 form. All but 3 options have been removed from section 1A, so your 2023 SEI may look different from the form you filed in previous years. Name of Security None $5,000 to $50,000 More Than $50,000 Stable Value FDIC Bank Option Name of Security None $5,000 to $50,000 More Than $50,000 Schwab PCRA FIXED RETURNS FOR THE QUARTER BROKERAGE FUNDS WISCONSIN GOVERNMENTAL SECURITY
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2: BUSINESS ACTIVITIES Name of Security None $5,000 to $50,000 More Than $50,000 STOCK Name of Security None $5,000 to $50,000 More Than $50,000 Home Depot (HD) LIMITED PARTNERSHIP Name of Security None $5,000 to $50,000 More Than $50,000 BOND Name of Security None $5,000 to $50,000 More Than $50,000 OTHER Name of Security None $5,000 to $50,000 More Than $50,000 List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. a) Enterprises operating under a business or trade name: List the name of each business; farm; and rental, commercial and income-producing real estate that operated under a business name. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State 1 Photography by Tom Lazar Artist/photographer Brookfield Waukesha WI List businesses, farms, rental, commercial, and income-producing real estate; and business activities in which you or your family had at least a 10% or greater interest. b) Enterprises not operating under a business or trade name: If no business or trade name, list the address or fire number where the enterprise is located. If you or a family member owned rental or other income-producing real estate, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. If you or a family member was self-employed, but did not operate under a business name, list the street address or fire number, municipality or town, county, and state of the real estate, and describe the nature of the business. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Nature of Business City County State
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3: BUSINESS PARTNERS 4: COMMERCIAL CUSTOMERS,CLIENTS,AND TENANTS 5: NON-COMMERCIAL REAL ESTATE Business Partners. For each enterprise reported under question 2, list its co-owners, partners, officers, and directors (other than yourself), unless the information is already registered with the Wisconsin Department of Financial Institutions. If you need to edit the name of the business, make changes in question 2. List separately for each business the names and locations: for a general partnership, its partners for a corporation not registered to do business in Wisconsin, its officers and directors for a limited partnership not registered to do business in Wisconsin, its general partners Do not list: information for a limited partnership created or registered in Wisconsin information for a corporation created or registered in Wisconsin For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Name of Business Partners,or Officers and Directors City State Commercial Customers, Clients, and Tenants. For each unincorporated business, subchapter S corporation, service corporation (SC), limited liability company (LLC), partnership, or income- producing real estate reported in question 2 from which the filer or a member of the filer's immediate family received $10,000 or more in the previous calendar year, list businesses, organizations, and lobbyists that paid the enterprise $10,000 or more in the previous calendar year. Please also indicate if an organization listed authorized you to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative. List: both a third-party payer as well as the customer, client, or tenant if the business received income from a third-party payer (such as a fee, commission, or insurance payment received by a realtor, travel agent, or medical practice) Do not list: an individual (unless the individual was a lobbyist or acting on behalf of a business or organization), or a decedent's estate Information in the section must cover the entire previous calendar year. # Name of Customers City State Spokesperson Non-Commercial Real Estate. List the specific location of Wisconsin real estate in which you or your family had an interest (except your principal residence and real estate already listed in question 2). List: real estate you or your family owned directly or through a partnership, corporation, trust or other enterprise. Do not list: your principal residence unless it was used to conduct business or for rental purposes, or
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6: OFFICER OR DIRECTOR 7: AGENT, & REP. SPOKESPERSON real estate for which you provided the location under question 2. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Location of Property Municipality or town County State Nature of interest Officers and Directors. List organizations of which you or a family member was an officer or director (unless already listed in question 2). List: each business, labor union, association, cooperative, or other organization of which you or a family member was an officer or director. Do not list: charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, or federal/state/local governments or governmental agencies. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State Position Agent, Representative or Spokesperson. List each organization that authorized you or a family member to represent it in its dealings with others as an attorney-at-law, agent, spokesperson, or representative (unless already listed in question 2, 3, or 6). List: each business, labor union, association, cooperative, partnership, or other organization for which you or a family member was an authorized representative or legal agent; in the case of a lawyer, business clients for which you or a family member was authorized to provide representation in dealing with other parties or before a tribunal. Do not list: employers listed in Item 9, businesses you listed in Item 2 as having a 10 percent or greater interest, individuals, charitable organizations (entities to which a contribution is tax deductible), political organizations (entities whose primary purpose is to influence voting), non-profit social or community service organizations, trusts, federal/state/local governments or governmental agencies, and organizations for which your efforts or those of a family member did not include representation to third parties (in the case of a lawyer). For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Business or Organization City State
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8: CREDITOR 9: EMPLOYERS 10: ADDITIONAL SOURCES OF INCOME Creditors. List creditors to which you or your family owed $5,000 or more. Include: each creditor (for personal and business debts) if you or a family member was personally liable for the debt, and your portion of any partnership debts. Common examples include mortgages, auto loans, student loans, and credit card debt. For new officials, information in this section must be current as of the new official's start date or nomination date. For officials who are leaving state service, this section must be current as of the date the official left office. For candidates, or officials filing an annual SEI, the section must be current as of 12/31 of the previous calendar year. # Ceditor City State $5,000 to $50,000 More Than $50,000 1 Carmax Auto Finance Kennesaw GA 2 Wells Fargo Home Mortgage Carol Stream IL Information covers entire calendar year of 2025 Employers. List your and your family's employers, or other sources of income ($1,000 or more of income) in the previous calendar year. List: each employer from which you or a family member received income of $1,000 or more during the year; the office or department (if a State of Wisconsin employee). Do not list: an individual (unless the individual was a lobbyist or acting on behalf of an organization). Please ensure you include your employment with the State of Wisconsin, if you were paid at least $1,000 from the State of Wisconsin in the previous calendar year Information in the section must cover the entire previous calendar year. # Name of Business City State Nature of Business 1 Matthew Bender New York New York Editing Wisconsin Criminal Law Text 2 Photography by Tom Lazar Brookfield WI Photographer 3 State of Wisconsin Madison WI District 2 Court of Appeals List other sources from which you or your family received income of $1,000 or more in the previous calendar year. List: Social Security payments; an entity from which you or your family received retirement benefits; an entity from which you or your family received directors fees; in the case of a fee or commission, both a third-party payer as well as your customer, client, or tenant; an entity that purchased real estate from you or your family; an entity that furnished you or your family honoraria not reported in question 12; any source of income not listed in question 2 or 9 Do not list: the source of dividends or interest; the source of insurance benefits, inheritances, scholarships (if no teaching or services were required in return); the purchaser of securities unless you know the purchaser's identity; an individual (unless the individual was a lobbyist or acting on behalf of a business or organization).
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11: ENTERTAINMENT AND GIFTS 12: HONORARIUM EXPENSES STATEMENT OF SPOUSAL NON-DISCLOSURE ATTACHMENT Information in the section must cover the entire previous calendar year. # Source of Income City State List individuals and organizations that provided you with entertainment or gifts (more than $50 in the aggregate) in the previous calendar year. Do not list: gifts received by family members if they were not intended for you; gifts from your spouse, child, parent, brother, sister, grandchild, grandparent, aunt, uncle, niece, nephew, fiancé(e), parent- in-law, grandparent-in-law, brother-inlaw, or sister-in-law. Information in the section must cover the entire previous calendar year. # Name of Provider City State List, for the previous calendar year, sources of honoraria and payment of expenses related to your state government duties (more than $50 in the aggregate) not previously reported to the Wisconsin Ethics Commission. List: each individual or organization from which you received lodging, transportation, meals, expenses, or honoraria having a total value of more than $50, for attendance at a conference, presentation of a talk, participation in a meeting, or for a published work about issues initiated by or affecting state government or state agencies. Do not list: information about lodging, transportation, meals, money or any other thing of pecuniary value: (1) if you returned it within 30 days; (2) if you received it from the agency of which your state public office is a part; (3) if you received it from a source already listed in question 2, 9, or 10; (4) if you already reported the payment to the Wisconsin Ethics Commission as a matter of public record. Information in the section must cover the entire previous calendar year. You must put a value in both the expenses and honoraria fields. The expenses value covers the receipt of or reimbursement for actual expenses. The honorarium value is the total amount received, including the expenses and any other compensation received. # Payer Expenses Value Honorarium Amount Circumstances of receipt 1 Federalist Society $494.00 $609.00 I received reimbursement for actual travel expenses of $494. The $609 honorarium amount includes those travel expenses and also includes the hotel and food charges that were paid by the organization. I was a presenter on Wisconsin State Supreme Court opinions and constitutional issues at the Midwestern State Court Roundup Presentation at the Midwestern Conference in Detroit, MI on June 20, 2025. I was reimbursed for my travel expenses only. 2 National Civil Justice Institute $522.00 $1,827.00 I received reimbursement for actual travel expenses of $522. The $1,827 honorarium amount includes those travel expenses and also includes the hotel and food charges that were paid by the organization. Attendance at the 2025 Judges Forum for State Appellate Court Judges: Judicial Interpretation and Precedent: The Vital Role of State Courts in San Francisco, CA put on by the National Civil Justice Institute July 18-20, 2025. I was reimbursed for my travel expenses; the NCJI paid for the hotel room at the conference facility, food and beverages, and estimated a $200 expense for the educational program.
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ADDITIONAL DOCUMENTS Click any documents below to open Click any documents below to open (You must check this checkbox and click Submit to file your SEI). I have read the accompanying instructions and certify: Due Date: 1/9/2026 Certified Date: 1/2/2026 I have read the accompanying instructions and certify that the information contained in this Statement of Economic Interests is true, complete, and correct to the best of my knowledge, information, and belief. In the event this Statement of Economic Interests is filed prior to December 31st for the following calendar year, I certify that I will amend it on or before the statutory filing deadline to accurately reflect my economic interests as of December 31st. If any part has been left blank, I have done so intentionally because there is nothing to report. The information sought in this form is required by Wis. Stat. §§ 19.43 and 19.44, or Supreme Court Rule 60.05. Failure to file a completed form may result in a forfeiture of up to $500. Statements of Economic Interests are open for public inspection. The Wisconsin Ethics Commission will notify you of the identity of any person who examines your Statement. In accordance with Wis. Stat. § 15.04(1)(m), the Wisconsin Ethics Commission states that no personally identifiable information is likely to be used for purposes other than those for which it is collected. If Filing a paper copy please sign and date: Signature: __________________________________________ Date : __________________________________________