APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House...
Transcript of APPENDIX C · EXHIBIT 2 . EXHIBIT 3 . EXHIBIT 4 . financial D iScloSure r eport Clerk of the House...
APPENDIX C
EXHIBIT 1
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
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.
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
EXHIBIT 2
EXHIBIT 3
EXHIBIT 4
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
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.
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
EXHIBIT 5
EXHIBIT 6