2016 Oklahoma Statutes
Title 74E. Ethics Rules
Rule 3.11. Financial Disclosure Required Information.

The following information shall appear on the Financial Disclosure Statement:

1. Name, mailing address, work place telephone number and electronic mail address of the filer;

2. If applicable, an indication that there has been no change in any of the information required from the Financial Disclosure Statement filed by the filer in the preceding calendar year;

3. Name of state office held or sought by filer or name of agency and position, whichever is applicable;

4. Expiration of term of office, if applicable;

5. Date of appointment, employment or election, as applicable;

6. Appointing authority, if applicable;

7. If applicable, the name, mailing address and category of business, profession or industry of the filer’s private employer; or, if the filer is self-employed, the name, mailing address and category of business, profession or industry of the filer’s self-employment; or, if the filer is retired, the name, mailing address and category of the filer’s last employment, including self-employment;

8. The name of any agency providing salary or similar compensation in the amount of Five Thousand Dollars ($5,000.00) or more received during the preceding calendar year by the filer or the filer’s spouse or dependents indicating whether the income was realized by the filer or another named family member;

9. A list, by category of business, profession or industry, of any other entity providing income of any kind which the filer or the filer’s spouse or dependents received in the amount of Five Thousand Dollars ($5,000.00) during the preceding calendar year;

10. A list, by category of business, profession or industry, of entities, including mutual funds or similar securities, in which the filer held securities valued at Five Thousand Dollars ($5,000.00) or more at any time during the preceding calendar year;

11. Any business or professional relationships with registered lobbyists that resulted in income in any amount to the filer or the filer’s spouse or dependents during the preceding calendar year, stating with specificity the nature of the relationship;

12. Every office, directorship, trusteeship or similar position held by the filer in an entity doing business with any agency during the preceding calendar year and the agency with which the entity was doing business;

13. Professional or occupational permits or licenses held by the filer;

14. Contracts (other than a contract of employment) between an agency and the filer or the filer’s spouse or dependents or any entity in which the filer or the filer’s spouse or dependents has a material financial interest;

15. Whether the filer, the filer’s spouse or dependents or an entity in which the filer or the filer’s spouse or dependents has a material financial interest is regulated or licensed by the agency identified in subsection 3 of this Rule, or if the employer of the filer or filer’s spouse or dependents is regulated or licensed by the agency and, if so, the name and mailing address of the individual or entity so regulated or licensed.

Promulgated by Ethics Commission January 10, 2014; effective upon Legislature’s sine die adjournment May 23, 2014; operative January 1, 2015.