(A) The statement of financial interests shall include the following information for the preceding calendar year:
(1) The name, current business address, business telephone number, and home address of the filer;
(2) The title of the filer's office, office sought, or position of employment;
(3) The occupation of the filer and the filer's spouse or domestic partner;
(4) Information that identifies each source of income of the filer and the filer's immediate family members exceeding $5,000 during the preceding calendar year, and the nature of the income (e.g, salary, commission, dividends, retirement fund distribution, etc.), provided, however, the filer may list for himself/herself and the filer's immediate family, as a single item, dividends and interest on stocks and bonds listed and customarily sold or traded on national or regional stock exchanges;
(5) The name and address of any business located within the state in which the filer or any member of the filer's immediate family had at any time during the preceding calendar year an interest of $10,000 at fair market value or 5% ownership interest or more;
(6) The name and address of any business located outside of the state, if the business has engaged in any business transactions with the city during the past three years, or which is anticipated to engage in any business transactions with the city, in which the filer or any member of the filer's immediate family had at any time during the preceding calendar year an interest of $10,000 at fair market value or 5% ownership interest or more;
(7) A designation as commercial, residential, or rural, and the location of all real property within the county, other than the filer's primary residence, in which the filer or any member of the filer's immediate family had during the preceding calendar year an interest of $10,000 or more;
(8) Each source by name and address of gifts or honoraria having an aggregate fair market value of $200 or more from any single source, excluding gifts received from family members, received by the filer or any member of the filer's immediate family during the preceding calendar year, and excluding gifts from sources which have not done any business with the city in the past five years and is not reasonably expected to do business with the city in the next three years;
(9) Each source by name and address of campaign contributions having an aggregate fair market value of $200 or more from any single source, excluding contributions received from family members, during the preceding calendar year.
(10) The name and address of any creditor owed more than $10,000, except debts arising from the purchase of a primary residence or the purpose of consumer goods which are bought or used primarily for personal, family or household purposes.
(B) Nothing in this section shall be construed to require any officer or employee to disclose any specific dollar amounts nor the names of individual clients or customers of businesses listed as sources of income, nor to require the listing under division (A)(5) or (6) of this section of stock or bond ownership of stocks and bonds listed and customarily sold or traded on national or regional stock exchanges where the company has not done business with the city for the past five years and is not reasonably expected to do business with the city in the next three years.
(Ord. 94-10, passed 11-22-94; Am. Ord. 20-07, passed 9-22-20)