s;gna/~ · 2019-08-16 · bernie sanders' guide to political revolution -macmillan, nia book...

OGE Form 278e (Updated Jan. 2019) (Expires 12/31 /21) U.S. Office of Government Ethics; 5 C.F.R. part 2634 I Fo1m Approved: 0 Report Type: Candidate Year (Annual Repmt only): Date of Appointment/Tennination:

MB No. (3209-0001) UNITED STATES OFFICE OF GOVERNMENT ETHICS

* Preventin& Conflicts o! lntete!'t

in the Executive Branch

Executive Branch Personnel Public Financial Disclosure Report (OGE Form 278e~O 19 Mr: Y 1 S PM 2: 54

Filer's Info1mation Last Name First Name MI Position Sanders Bernard Candidate for President

Other Federal Government Positions Held During the Preceding 12 Months:

United States Senator - Vermont (I)

Name of Congressional Committee Considering Nomination (Nominees only):

Not Applicable

Filer's Certj-iicat~ - I certify that the st9;tements I have made in this report are trne, complete and correct to the best of my knowledge: s;gna/~ J_ / ~ /r-., -

Agency Et ncs O 1cia 's Opmmn - On t e as1s o m onnatmn contame (subject to any comments below)

Signature:

Other Review Conducted By:

Signature:

Signature:

Reviewed for Apparent Compliance with the Federal Election CampaJip.J\~;

5/15/2019

Date:

SJ,<}~ J ~

Date:

2-.o\ Date:

Agency

OGE Focru 278• (Updated Jan. 20 I 9) (Expin:s 12 '3 I /2 I)

Instruct ions for Part 1 Note· This is a public form Do not include account numbers street addresses or farn i ly member names See instructions for required i nforrnation

' Filer's Name //// Page Number Sanders, Bernard µ~ 2 of 11 Part 1: Filer's Positions Held Outside United States Government # Oroanization Name Citv/State Oroanization Tvne Position Held Fmm To 1. ls !ands Family Trust Burlington Vermont Revocable Family Trust created in 20·15 Co-Trustee August 2016 Present

11nnn n•J rrc h,a c;p nf famil11 ""n1nwr homA

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OGE Fo m1 27&e (Up dat,d Jan. 20 19 i {Expires 12.'3 1121 )

Instructions for Part 2 Note: This is a public form/u)'.) noJ; include account numbers, street addresses, or family member names. See instructions for requi red informat ion.

Filer's Name / / f IPnge Number Sand ers. Bernard /v' ~ I 3 of 11 Part 2: Filer's Employment Assets & Income and Retirement Accounts # Description EIF Value Income Tvoe Income Amount 1. Our Revolution: A Future To Bel ieve In - ~llacmil lan, St. Martin's NIA Book Royalties None (or less than $201)

Prro<:s; I I f' /v<>l1 '" nnt rn<>rlih, ,asr.P.rtRin:.hlP.\ 2. Outs ider In The House/White House - Verso Publications NIA Book Royalties $1,810.37

/11:al 1 IP nnt rA'1rlil11 ;asr<>rt'1 in:ahlP1 3. We Shall Overcome Music CD - Todd R. Lockwood Works NIA Mus ic Royal ties None (or less than $201)

fH-::ali 10 ..... .-..t- r,...,.,...,1:1, -=i ~ ,...,....._,...,.. :- .... ~lo l

4. City of Burlington Vermont Mayoral Pension, defined benefit N/A Annual pens ion $5,240.52 nlRn /vRlttP nnt rPRriilv ""r.Prl:ain:ahlP\

5. Bernie Sanders' Guide to Polit ical Revolution - Macmillan, NIA Book Royalties None (or less th an $201) Henry Holt and Company LLC (value not readi ly ascertainable)

6. Where We Go From Here - Macmillan, St. Mart in's Press, LLC NIA Book Royalties $39 1,000.00 (\lnl ,, ,c, nn , '""rlilv :cl!';("P,t,,jn,oh !P.)

7. Donated Honoraria for 6/1 /18 appearance on Real Time With NIA Donated Honoraria $850 Rill ,a.,hnr

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OGE Faun 278e (UpdateJ Jan . 2019)(1'..xpires I 2i3 l i21)

Note: This is a oubl ic form. Do n0Nicl ude account numbers, street addresses, or fami Iv member names. See inst ructions fo r requ i red i nformation. Instructions for Part 3

Filer's Name ---n // I Page Number

Sanders, Bernard .//_,ef-' I 4 of 11 Part 3: Filer's Employment Ae;reements and Arrane:ements # Emnloyer or Pa1-tv CitY/State Status and Te1ms Date

1. City of Burlington Vermont Burlington Verrr.ont I participate in a Defined Benefit Plan with monthly benefit based on years of service as Mayor of Burlington. 4/1981

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OGE Fom127 Re (llpd,rted Jan . 2019) (hpires 12 '3li21)

Instructions for Part 4 N ote: Th .. I S ,sa PU bl" f IC orm. D onot,ncu d e account nurn ers, s ree a b t t dd ·1 b resses, or ,am1 v mem er names. s ee ins rue ions o r require t t f d f in orma 10n.

Filer's Name D I/ I Page Number

Sanders, Bernard f:xf I 5 of 11

Part 4: Filer's Sources of Compensation Exceedine: $5,000 in a Year II Source Name Citv/State Brief Desc1iption of Duties

1. NIA

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OGE fonn 278e (Updated fan. 2019)(Expires 12-'.1 l i2 l)

Instructions for Part 5 Note: This is a pub~..fudn.»t not include account numbers, street addresses, or family member names. See instructions for required information.

Filer's Name I" l< ./ I Page Number

Sanders , Bernard y Y I 6 of 11

Part 5: S110use's Employment Assets & Income and Retirement Accounts # Description EIF Value Income Type Income Amount

1. CREF Stock Acc ount - R1 Yes $15,001 - $50,000 None (or less than $201) None

2. CREF Growth Account - R1 Yes $15,001 - $50,000 None (or less than $201 ) None

3. CREF Global Equities Account Yes $15,001 - $50,000 None (or less than $201) None

4. TI AA-CREF Mid-Cap Growth Yes $1,001 - $15,000 None (or less than $201) None

5. TIAA-CREF Real Estate Yes $15,001 - $50,000 None (or less than $20 1) None

6. CREF Bond Market - R1 Yes $1 ,001 - $15,000 None (or less than $201) None

7. CREF Infl at ion-Linked Bond Account Yes $1 ,001 - $15,000 None (or less than $20 1) None

8. TI AA-CREF Soc ial Choice Yes $1,001 - $15,000 None (or less than $201) None

9. TIAA Tradi tional Annuity NIA $50 ,001 - $100, 000 None (or less than $201) None

JO. Teache rs Pers onal Annuity Fixed Account N/A $1,001 - $15,000 None (or less than $201) None

11. Teacl1ers Personal Annuity Stock Index Fund Yes $1 . 001 - $15. 000 None (or less than $201) None

12. VALIC American Beacon Broadway Large Cap Yes $1 ,001 - $15,000 None (or less than $20 1) None

13. VALI C Growth Fund Yes $1,001 - $15,000 None ( or less than $201) None

14. VALI C Sociaily Responsible Yes $15,001 - $50,000 None (or less than $201) None

15. VALIC Stock Index Yes $1,001 - $15,000 None (or less than $201) None

16. VALIC Mid Cap Index Yes $1,001 - $15,000 None (or less than $201) None

17. VALIC Small Cap Fund Yes $1,001 - $15, 000 None (or less than $201) None

18. VALIC Small Cap Index Yes $1,001 - $15,000 None (or less than $20'1) None

19. VALIC Global Social Awareness Yes $1,001 - $15,000 None (or less than $201 ) None

20. VALI C Internat ional Equities Index Yes $1,001 - $15,000 None (or less than $201) None

CXiE Fonn !7&c (Updated Jan. 2019) (E.xpire~ l 2;31 /21)

Instructio ns for Part 5 Note: This is a pub lic form . Do not include accou nt numbers, st reet addresses, or fam il y member names. See in st ru ct ions for requi red informat ion.

Filer's Name rl/ f I Page Number Sanders , Be rn ard /,,_.,.,- - ....,, I 7 of 11 Part 5: Spouse's-'Ji:mployment Assets & Income and Retirement Accounts # Descriotion EIF Value Income Type Income Amount 1. VALIC Inflation Protected Fund Yes $1,001 - $15,000 None None (or less than $20 '1)

2. VALIC Small Cap Aggressive Growth Yes $1 ,001 - $15,000 None None (or less than $201)

3. VALIC Small Mid-Growth Fund Yes $"1,001 - $15 ,000 None ~lone (or less than $20-1)

4. VALIC Fixed Account Plu s NIA $50 ,000-$100,000 None None (or less than $201)

:5. People's United Bank I RA (casl1 ) NIA $15,001 - $50,000 None None ( or !es s than $201)

6. Macmillan, St. Martin's Press , LLC - Untitled Manuscript (valuie NIA None (or less than $20 ·1) nr.t ro,,,.nllv ::is ·'- ,i

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OGE Fomt 278• (Updated Jan. 21ll9 j (Exp ires 12'31 /2 1)

Instructions for Part 6 Note: This is a public form. Do not include account numbers, street addresses, or fami ly member names. See instructions for required information.

Filer's Name f/.17 I P:ige Number Sanders, Bernard / <; 4 I 8 of 11 Part 6: Other Assets and Income # Description EIF Value Income Type ln<:ome Amount

1. U.S . Senate Federal Credit Union (cash) N/A $250,001 - $500,000 None (or less than $20 1) Dividends

2. People's United Bank (cash) NIA $15,001 - $50,000 Interest

None (or less than $201)

3. NorthCountry Federal Credit Union (cash) NIA $1,001 - $15,000 Interest

None (or less than $201)

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OGE Form 27 &e (Updated Jan .20 19) (fapirc-s 1213112 I )

Note: Th is is a public for~M t include account numbers, street addresses. or fa ~ i Iv member names. See instructionsforreou ired information. lnstru c~ ionsfor Part 7

Filer's Name //(/ Page Number

Sanders, Bernard w ·v 9 of 11

Part 7: Transactions # Deserio ti on Tvoe Date Amount l. N/A

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OGEFom1278e(lfpdated Jan. 2019)(fapim 12 .· 31i21)

Instructions for Part 8 Note: This i s a public for~ o no.t inc lude account numbers, street addresses, or family member names. See instructions for required information.

Filers Name r /c £/ Page Number Sanders , Bernard

x.__;, ·y 1 O of 11 Part 8: Liabilities # Creditor Name Tvoe Amount Year Incun-ed Rate Te1m

1. Quic k en Loans Detroit Ml Mortgage (refinanced) on personal $250,001 • $500,000 2013 3. 25% 30 years rPsirlPnr.P

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OGE Fann 278e (l_ipdated Jan. 20 19i (Expires I 2'31 l2 1)

Instructions for Part 9 Note: This is a public form. i'.Jo/io:<G?cl ude account numbers, street addresses, or family member names. See instructions for required information.

Filers Name 1/P' I Page Number Sanders, Bernard r1~ r I 11 of 11

Part 9: Gifts and Travel Reimbursements # Source Name City/State B1;er Description Value 1. N/A

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