APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House...

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APPENDIX C

Transcript of APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House...

Page 1: APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington,

APPENDIX C

Page 2: APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington,

EXHIBIT 1

Page 3: APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington,

financial DiScloSure report

Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information

name: Rashida Tlaib

Status: Congressional Candidate

State/District: MI13

filing information

filing type: Amendment Report

filing year: 2018

filing Date: 12/7/2018

period covered: 01/01/2017– 05/16/2018

ScheDule a: aSSetS anD "unearneD" income

asset owner Value of asset incometype(s)

incomecurrent year tofiling

incomeprecedingyear

AXA Equivest Individual TSA 501(c)(3)[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: AXA Equivest Individual TSA 501(c)(3). Not income producing.

DC1 College America 529 Savings plan[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: DC1 College America 529 Savings plan, managed by Capital Group and invested in AMCAp Fund-529C and AF Moderate Growthand Income-529C. Not income producing.

DC2 College America 529 Savings plan[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: DC2 College America 529 Savings plan, managed by Capital Group and invested in AMCAp Fund-529C and Capital World Growthand Income-529C. Not income producing.

Roth IRA [oT] $1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: Roth IRA managed by Capital Group, invested in The Growth Fund of America-C. Not income producing.

* For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx.

ScheDule c: earneD income

Filing ID #10024977

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Source type amountcurrent year tofiling

amountpreceding year

Maurice & Jane Sugar Law Center Salary $28,712.79 $42,500.00

Wayne State University Consulting/Advisory Fee N/A $750.00

Metro Solutions Consulting/Advisory Fee $200.00 $800.00

Leadership in Government Fellowship Stipend N/A $85,307.00

ScheDule D: liabilitieS

owner creditor Date incurred type amount ofliability

U.S. Federal Government January 2001 Law School Student Loans $50,001 -$100,000

ScheDule e: poSitionS

position name of organization

Attorney Maurice & Jane Sugar Law Center

Board Member The Ecology Center

Board Member Metro Solutions

Board Member Michigan Legal Services

Advisory Board Member ACLU of Michigan

Advisory Board Member Bridging Communities Inc.

ScheDule f: agreementS

Date parties to terms of agreement

May 2018 Rashida Tlaib, Sugar Law Center Rashida Tlaib is on a limited leave of absence from her positionat the Sugar Law Center through the November 6, 2018 generalelection. Tlaib will be compensated for 7.2 hours of work perweek, and will continue to receive health, dental, short termdisability, and life insurance benefits pursuant to her unioncontract. If Tlaib wins the general election and becomes aCongresswoman, Tlaib's employment with the Sugar Law Centerwill be terminated. If not she'll return to Sugar Law.

ScheDule J: compenSation in exceSS of $5,000 paiD by one Source

None disclosed.

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excluSionS of SpouSe, DepenDent, or truSt information

trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need notbe disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

nmlkj Yes nmlkji No

exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse ordependent child because they meet all three tests for exemption?

nmlkj Yes nmlkji No

certification anD Signature

gfedcb I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to thebest of my knowledge and belief.

Digitally Signed: Rashida Tlaib , 12/7/2018

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EXHIBIT 2

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EXHIBIT 3

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EXHIBIT 4

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financial DiScloSure report

Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information

name: Rashida Tlaib

Status: Congressional Candidate

State/District: MI13

filing information

filing type: Candidate Report

filing year: 2018

filing Date: 05/16/2018

ScheDule a: aSSetS anD "unearneD" income

asset owner Value of asset incometype(s)

incomecurrent year tofiling

incomeprecedingyear

AXA Equivest Individual TSA 501(c)(3)[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: AXA Equivest Individual TSA 501(c)(3). Not income producing.

DC1 College America 529 Savings plan[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: DC1 College America 529 Savings plan, managed by Capital Group and invested in AMCAp Fund-529C and AF Moderate Growthand Income-529C. Not income producing.

DC2 College America 529 Savings plan[oT]

$1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: DC2 College America 529 Savings plan, managed by Capital Group and invested in AMCAp Fund-529C and Capital World Growthand Income-529C. Not income producing.

Roth IRA [oT] $1,001 - $15,000 Tax-Deferred

DESCRIpTIoN: Roth IRA managed by Capital Group, invested in The Growth Fund of America-C. Not income producing.

* For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx.

ScheDule c: earneD income

Filing ID #10022443

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Source type amountcurrent year tofiling

amountpreceding year

Maurice & Jane Sugar Law Center Salary $28,712.79 $42,500.00

Wayne State University Consulting/Advisory Fee N/A $750.00

Metro Solutions Consulting/Advisory Fee $200.00 $800.00

Leadership in Government Fellowship Stipend N/A $68,307.00

ScheDule D: liabilitieS

owner creditor Date incurred type amount ofliability

U.S. Federal Government January 2001 Law School Student Loans $50,001 -$100,000

ScheDule e: poSitionS

position name of organization

Attorney Maurice & Jane Sugar Law Center

Board Member The Ecology Center

Board Member Metro Solutions

Board Member Michigan Legal Services

Advisory Board Member ACLU of Michigan

Advisory Board Member Bridging Communities Inc.

ScheDule f: agreementS

Date parties to terms of agreement

May 2018 Rashida Tlaib, Sugar Law Center Rashida Tlaib is on a limited leave of absence from her positionat the Sugar Law Center through the November 6, 2018 generalelection. Tlaib will be compensated for 7.2 hours of work perweek, and will continue to receive health, dental, short termdisability, and life insurance benefits pursuant to her unioncontract. If Tlaib wins the general election and becomes aCongresswoman, Tlaib's employment with the Sugar Law Centerwill be terminated. If not she'll return to Sugar Law.

ScheDule J: compenSation in exceSS of $5,000 paiD by one Source

None disclosed.

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excluSionS of SpouSe, DepenDent, or truSt information

trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need notbe disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

nmlkj Yes nmlkji No

exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse ordependent child because they meet all three tests for exemption?

nmlkj Yes nmlkji No

certification anD Signature

gfedcb I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to thebest of my knowledge and belief.

Digitally Signed: Rashida Tlaib , 05/16/2018

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EXHIBIT 5

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EXHIBIT 6

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