A 2578: Requires legislators and candidates for members of the legislature to provide a link to their financial disclosure statements on their official state and campaign websites which shall direct website visitors to the current financial disclosure form that the legislator has submitted.

  
  STATE OF NEW YORK ________________________________________________________________________ 2578 2025-2026 Regular Sessions  IN ASSEMBLY January 17, 2025 ___________ Introduced by M. of A. McDONALD, WALSH, MORINELLO, LUPARDO -- Multi- Sponsored by -- M. of A. TAGUE -- read once and referred to the Committee on Governmental Operations AN ACT to amend the public officers law, in relation to requiring legis- lators and candidates for member of the legislature to provide a link to their financial disclosure statements on their official state and campaign websites The People of the State of New York, represented in Senate and Assem- bly, do enact as follows: 1 Section 1. The opening paragraph of paragraph (k) of subdivision 2 of 2 section 73-a of the public officers law is designated subparagraph (i) 3 and two new subparagraphs (ii) and (iii) are added to read as follows: 4 (ii) Notwithstanding any other provision of law to the contrary, all 5 members of the legislature who maintain any state website for service in 6 their official capacity shall establish a clearly visible link entitled 7 "MY FINANCIAL DISCLOSURE STATEMENTS" on the front page of their website 8 which shall direct website visitors to current and past financial 9 disclosure forms that the legislator has submitted to the commission on 10 ethics and lobbying in government. 11 (iii) Notwithstanding any other provision of law to the contrary, 12 every candidate for member of the legislature who maintains any website 13 for service in their official campaign capacity shall establish a clear- 14 ly visible link entitled "MY FINANCIAL DISCLOSURE STATEMENTS" on the 15 front page of their campaign website which shall direct visitors to 16 current and past financial disclosure forms that the candidate has 17 submitted to the commission on ethics and lobbying in government, in 18 accordance with paragraph (a) of this subdivision. 19 § 2. The opening paragraph of paragraph (a) of subdivision 2 of 20 section 73-a of the public officers law, as amended by section 7 of part 21 QQ of chapter 56 of the laws of 2022, is amended to read as follows: EXPLANATION--Matter in italics (underscored) is new; matter in brackets [ ] is old law to be omitted. LBD03029-01-5 
 A. 2578 2 1 Every statewide elected official, state officer or employee, member of 2 the legislature, legislative employee and political party chair and 3 every candidate for statewide elected office or for member of the legis- 4 lature shall file an annual statement of financial disclosure containing 5 the information and in the form set forth in subdivision three of this 6 section. Every member of the legislature and candidate for member of the 7 legislature must file their annual statement of financial disclosure 8 electronically in an electronic, readable, searchable and downloadable 9 format. On or before the fifteenth day of May with respect to the 10 preceding calendar year: (1) every member of the legislature, every 11 candidate for member of the legislature and legislative employee shall 12 file such statement with the legislative ethics commission which shall 13 provide such statement along with any requests for exemptions or 14 deletions to the commission on ethics and lobbying in government for 15 filing and rulings with respect to such requests for exemptions or 16 deletions, on or before the thirtieth day of June; and (2) all other 17 individuals required to file such statement shall file it with the 18 commission on ethics and lobbying in government, except that: 19 § 3. Subdivision 3 of section 73-a of the public officers law, as 20 amended by section 18 of part QQ of chapter 56 of the laws of 2022, 21 subparagraphs (b), (b-2) and (c) of paragraph 8 as separately amended by 22 section 8 of part QQ of chapter 56 of the laws of 2022 and paragraph 23 16-a as added by chapter 591 of the laws of 2023, is amended to read as 24 follows: 25 3. (a) The annual statement of financial disclosure shall contain the 26 information and shall be in the form set forth hereinbelow: 27 ANNUAL STATEMENT OF FINANCIAL DISCLOSURE - (For calendar year ________) 28 1. Name ______________________________________________________________ 29 2. (a) Title of Position _____________________________________________ 30 (b) Department, Agency or other Governmental Entity _______________ 31 (c) Address of Present Office _____________________________________ 32 (d) Office Telephone Number _______________________________________ 33 3. (a) Marital Status ______________. If married, please give spouse's 34 full name. 35 __________________________________________________________________. 36 (b) Full name of domestic partner (if applicable). 37 _________________________________________________________________ . 38 (c) List the names of all unemancipated children. 39 ____________________________________________________________________ 40 ____________________________________________________________________ 41 ____________________________________________________________________ 42 ____________________________________________________________________ 43 ____________________________________________________________________ 44 Answer each of the following questions completely, with respect to 45 calendar year _________, unless another period or date is otherwise 46 specified. If additional space is needed, attach additional pages. 47 Whenever a "value" or "amount" is required to be reported herein, such 48 value or amount shall be reported as being within one of the following 49 Categories in Table I or Table II of this subdivision as called for in 
 A. 2578 3 1 the question: A reporting individual shall indicate the Category by 2 letter only. 3 Whenever "income" is required to be reported herein, the term "income" 4 shall mean the aggregate net income before taxes from the source identi- 5 fied. 6 The term "calendar year" shall mean the year ending the December 31st 7 preceding the date of filing of the annual statement. 8 4. (a) List any office, trusteeship, directorship, partnership, or 9 position of any nature, whether compensated or not, held by the 10 reporting individual with any firm, corporation, association, part- 11 nership, or other organization other than the State of New York. 12 Include compensated honorary positions; do NOT list membership or 13 uncompensated honorary positions. If the listed entity was licensed 14 by any state or local agency, was regulated by any state regulatory 15 agency or local agency, or, as a regular and significant part of the 16 business or activity of said entity, did business with, or had 17 matters other than ministerial matters before, any state or local 18 agency, list the name of any such agency. 19 State or 20 Position Organization Local Agency 21 ____________________________________________________________________ 22 ____________________________________________________________________ 23 ____________________________________________________________________ 24 ____________________________________________________________________ 25 ____________________________________________________________________ 26 (b) List any office, trusteeship, directorship, partnership, or position 27 of any nature, whether compensated or not, held by the spouse, 28 domestic partner or unemancipated child of the reporting individual, 29 with any firm, corporation, association, partnership, or other 30 organization other than the State of New York. Include compensated 31 honorary positions; do NOT list membership or uncompensated honorary 32 positions. If the listed entity was licensed by any state or local 33 agency, was regulated by any state regulatory agency or local agen- 34 cy, or, as a regular and significant part of the business or activ- 35 ity of said entity, did business with, or had matters other than 36 ministerial matters before, any state or local agency, list the name 37 of any such agency. 38 State or 39 Position Organization Local Agency 40 ____________________________________________________________________ 41 ____________________________________________________________________ 42 ____________________________________________________________________ 43 ____________________________________________________________________ 44 ____________________________________________________________________ 45 5. (a) List the name, address and description of any occupation, 46 employment (other than the employment listed under Item 2 above), 47 trade, business or profession engaged in by the reporting individ- 48 ual. If such activity was licensed by any state or local agency, was 49 regulated by any state regulatory agency or local agency, or, as a 
 A. 2578 4 1 regular and significant part of the business or activity of said 2 entity, did business with, or had matters other than ministerial 3 matters before, any state or local agency, list the name of any such 4 agency. 5 State or 6 Name & Address Local 7 Position of Organization Description Agency 8 ____________________________________________________________________ 9 ____________________________________________________________________ 10 ____________________________________________________________________ 11 ____________________________________________________________________ 12 ____________________________________________________________________ 13 (b) If the spouse, domestic partner or unemancipated child of the 14 reporting individual was engaged in any occupation, employment, 15 trade, business or profession which activity was licensed by any 16 state or local agency, was regulated by any state regulatory agency 17 or local agency, or, as a regular and significant part of the busi- 18 ness or activity of said entity, did business with, or had matters 19 other than ministerial matters before, any state or local agency, 20 list the name, address and description of such occupation, employ- 21 ment, trade, business or profession and the name of any such agency. 22 State or 23 Name & Address Local 24 Position of Organization Description Agency 25 ____________________________________________________________________ 26 ____________________________________________________________________ 27 ____________________________________________________________________ 28 ____________________________________________________________________ 29 ____________________________________________________________________ 30 6. List any interest, in EXCESS of $1,000, held by the reporting indi- 31 vidual, such individual's spouse, domestic partner or unemancipated 32 child, or partnership of which any such person is a member, or 33 corporation, 10% or more of the stock of which is owned or 34 controlled by any such person, whether vested or contingent, in any 35 contract made or executed by a state or local agency and include the 36 name of the entity which holds such interest and the relationship of 37 the reporting individual or such individual's spouse, domestic part- 38 ner or such child to such entity and the interest in such contract. 39 Do NOT include bonds and notes. Do NOT list any interest in any such 40 contract on which final payment has been made and all obligations 41 under the contract except for guarantees and warranties have been 42 performed, provided, however, that such an interest must be listed 43 if there has been an ongoing dispute during the calendar year for 44 which this statement is filed with respect to any such guarantees or 45 warranties. Do NOT list any interest in a contract made or executed 46 by a local agency after public notice and pursuant to a process for 47 competitive bidding or a process for competitive requests for 48 proposals. 
 A. 2578 5 1 Entity Relationship Contracting Category 2 Self, Which Held to Entity State or of 3 Spouse, Interest in and Interest Local Value of 4 Domestic Contract in Contract Agency Contract 5 Partner or 6 Child (In Table II) 7 ____________________________________________________________________ 8 ____________________________________________________________________ 9 ____________________________________________________________________ 10 ____________________________________________________________________ 11 ____________________________________________________________________ 12 7. List any position the reporting individual held as an officer of any 13 political party or political organization, as a member of any poli- 14 tical party committee, or as a political party district leader. The 15 term "party" shall have the same meaning as "party" in the election 16 law. The term "political organization" means any party or independ- 17 ent body as defined in the election law or any organization that is 18 affiliated with or a subsidiary of a party or independent body. 19 ____________________________________________________________________ 20 ____________________________________________________________________ 21 ____________________________________________________________________ 22 ____________________________________________________________________ 23 ____________________________________________________________________ 24 8. (a) If the reporting individual practices law, is licensed by the 25 department of state as a real estate broker or agent or practices a 26 profession licensed by the department of education, or works as a member 27 or employee of a firm required to register pursuant to section one-e of 28 the legislative law as a lobbyist, describe the services rendered for 29 which compensation was paid including a general description of the prin- 30 cipal subject areas of matters undertaken by such individual and princi- 31 pal duties performed. Specifically state whether the reporting individ- 32 ual provides services directly to clients. Additionally, if such an 33 individual practices with a firm or corporation and is a partner or 34 shareholder of the firm or corporation, give a general description of 35 principal subject areas of matters undertaken by such firm or corpo- 36 ration. 37 ____________________________________________________________________ 38 ____________________________________________________________________ 39 ____________________________________________________________________ 40 ____________________________________________________________________ 41 ____________________________________________________________________ 42 (b) APPLICABLE ONLY TO NEW CLIENTS OR CUSTOMERS FOR WHOM SERVICES ARE 43 PROVIDED ON OR AFTER JULY FIRST, TWO THOUSAND TWELVE AND BEFORE DECEMBER 44 THIRTY-FIRST, TWO THOUSAND FIFTEEN, OR FOR NEW MATTERS FOR EXISTING 45 CLIENTS OR CUSTOMERS WITH RESPECT TO THOSE SERVICES THAT ARE PROVIDED ON 46 OR AFTER JULY FIRST, TWO THOUSAND TWELVE AND BEFORE DECEMBER 47 THIRTY-FIRST, TWO THOUSAND FIFTEEN: 48 If the reporting individual personally provides services to any person 49 or entity, or works as a member or employee of a partnership or corpo- 
 A. 2578 6 1 ration that provides such services (referred to hereinafter as a 2 "firm"), then identify each client or customer to whom the reporting 3 individual personally provided services, or who was referred to the firm 4 by the reporting individual, and from whom the reporting individual or 5 [his or her] the reporting individual's firm earned fees in excess of 6 $10,000 during the reporting period for such services rendered in direct 7 connection with: 8 (i) A contract in an amount totaling $50,000 or more from the state or 9 any state agency for services, materials, or property; 10 (ii) A grant of $25,000 or more from the state or any state agency 11 during the reporting period; 12 (iii) A grant obtained through a legislative initiative during the 13 reporting period; or 14 (iv) A case, proceeding, application or other matter that is not a 15 ministerial matter before a state agency during the reporting period. 16 For purposes of this question, "referred to the firm" shall mean: 17 having intentionally and knowingly taken a specific act or series of 18 acts to intentionally procure for the reporting individual's firm or 19 knowingly solicit or direct to the reporting individual's firm in whole 20 or substantial part, a person or entity that becomes a client of that 21 firm for the purposes of representation for a matter as defined in 22 subparagraphs (i) through (iv) of this paragraph, as the result of such 23 procurement, solicitation or direction of the reporting individual. A 24 reporting individual need not disclose activities performed while 25 lawfully acting pursuant to paragraphs (c), (d), (e) and (f) of subdivi- 26 sion seven of section seventy-three of this article. 27 The disclosure requirement in this question shall not require disclo- 28 sure of clients or customers receiving medical or dental services, 29 mental health services, residential real estate brokering services, or 30 insurance brokering services from the reporting individual or [his or 31 her] the reporting individual's firm. The reporting individual need not 32 identify any client to whom [he or she] the reporting individual or [his 33 or her] the reporting individual's firm provided legal representation 34 with respect to investigation or prosecution by law enforcement authori- 35 ties, bankruptcy, or domestic relations matters. With respect to clients 36 represented in other matters, where disclosure of a client's identity is 37 likely to cause harm, the reporting individual shall request an 38 exemption from the commission on ethics and lobbying in government 39 pursuant to section ninety-four of the executive law, provided, however, 40 that a reporting individual who first enters public office after July 41 first, two thousand twelve, need not report clients or customers with 42 respect to matters for which the reporting individual or [his or her] 43 the reporting individual's firm was retained prior to entering public 44 office. 45 Client Nature of Services Provided 46 ________________________________________________________________________ 47 ________________________________________________________________________ 48 ________________________________________________________________________ 49 ________________________________________________________________________ 50 ________________________________________________________________________ 51 (b-1) APPLICABLE ONLY TO NEW CLIENTS OR CUSTOMERS FOR WHOM SERVICES 52 ARE PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOUSAND FIFTEEN, OR 53 FOR NEW MATTERS FOR EXISTING CLIENTS OR CUSTOMERS WITH RESPECT TO THOSE 54 SERVICES THAT ARE PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOU- 
 A. 2578 7 1 SAND FIFTEEN (FOR PURPOSES OF THIS QUESTION, "SERVICES" SHALL MEAN 2 CONSULTATION, REPRESENTATION, ADVICE OR OTHER SERVICES): 3 If the reporting individual receives income from employment reportable 4 in question 8(a) and personally provides services to any person or enti- 5 ty, or works as a member or employee of a partnership or corporation 6 that provides such services (referred to hereinafter as a "firm"), the 7 reporting individual shall identify each client or customer to whom the 8 reporting individual personally provided services, or who was referred 9 to the firm by the reporting individual, and from whom the reporting 10 individual or [his or her] the reporting individual's firm earned fees 11 in excess of $10,000 during the reporting period in direct connection 12 with: 13 (i) A contract in an amount totaling $10,000 or more from the state or 14 any state agency for services, materials, or property; 15 (ii) A grant of $10,000 or more from the state or any state agency 16 during the reporting period; 17 (iii) A grant obtained through a legislative initiative during the 18 reporting period; or 19 (iv) A case, proceeding, application or other matter that is not a 20 ministerial matter before a state agency during the reporting period. 21 For such services rendered by the reporting individual directly to 22 each such client, describe each matter that was the subject of such 23 representation, the services actually provided and the payment received. 24 For payments received from clients referred to the firm by the reporting 25 individual, if the reporting individual directly received a referral fee 26 or fees for such referral, identify the client and the payment so 27 received. 28 For purposes of this question, "referred to the firm" shall mean: 29 having intentionally and knowingly taken a specific act or series of 30 acts to intentionally procure for the reporting individual's firm or 31 having knowingly solicited or directed to the reporting individual's 32 firm in whole or substantial part, a person or entity that becomes a 33 client of that firm for the purposes of representation for a matter as 34 defined in clauses (i) through (iv) of this subparagraph, as the result 35 of such procurement, solicitation or direction of the reporting individ- 36 ual. A reporting individual need not disclose activities performed while 37 lawfully acting in [his or her] the reporting individual's capacity as 38 provided in paragraphs (c), (d), (e) and (f) of subdivision seven of 39 section seventy-three of this article. 40 Client Matter Nature of Services Provided Category 41 of Amount 42 (in Table I) 43 ________________________________________________________________________ 44 ________________________________________________________________________ 45 ________________________________________________________________________ 46 ________________________________________________________________________ 47 ________________________________________________________________________ 48 (b-2) APPLICABLE ONLY TO NEW CLIENTS OR CUSTOMERS FOR WHOM SERVICES 49 ARE PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOUSAND FIFTEEN, OR 50 FOR NEW MATTERS FOR EXISTING CLIENTS OR CUSTOMERS WITH RESPECT TO THOSE 51 SERVICES THAT ARE PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOU- 52 SAND FIFTEEN (FOR PURPOSES OF THIS QUESTION, "SERVICES" SHALL MEAN 53 CONSULTATION, REPRESENTATION, ADVICE OR OTHER SERVICES): 
 A. 2578 8 1 (i) With respect to reporting individuals who receive ten thousand 2 dollars or more from employment or activity reportable under question 3 8(a), for each client or customer NOT otherwise disclosed or exempted in 4 question 8 or 13, disclose the name of each client or customer known to 5 the reporting individual to whom the reporting individual provided 6 services: (A) who paid the reporting individual in excess of five thou- 7 sand dollars for such services; or (B) who had been billed with the 8 knowledge of the reporting individual in excess of five thousand dollars 9 by the firm or other entity named in question 8(a) for the reporting 10 individual's services. 11 Client Services Category of Amount 12 Actually Provided (in Table I) ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ 13 FOLLOWING IS AN ILLUSTRATIVE, NON-EXCLUSIVE LIST OF EXAMPLES OF 14 DESCRIPTIONS OF "SERVICES ACTUALLY PROVIDED": 15 * REVIEWED DOCUMENTS AND CORRESPONDENCE; 16 * REPRESENTED CLIENT (IDENTIFY CLIENT BY NAME) IN LEGAL PROCEEDING; 17 * PROVIDED LEGAL ADVICE ON CLIENT MATTER (IDENTIFY CLIENT BY NAME); 18 * CONSULTED WITH CLIENT OR CONSULTED WITH LAW PARTNERS/ASSOCIATES/MEMBERS 19 OF FIRM ON CLIENT MATTER (IDENTIFY CLIENT BY NAME); 20 * PREPARED CERTIFIED FINANCIAL STATEMENT FOR CLIENT (IDENTIFY CLIENT BY 21 NAME); 22 * REFERRED INDIVIDUAL OR ENTITY (IDENTIFY CLIENT BY NAME) FOR 23 REPRESENTATION OR CONSULTATION; 24 * COMMERCIAL BROKERING SERVICES (IDENTIFY CUSTOMER BY NAME); 25 * PREPARED CERTIFIED ARCHITECTURAL OR ENGINEERING 26 RENDERINGS FOR CLIENT (IDENTIFY CUSTOMER BY NAME); 27 * COURT APPOINTED GUARDIAN OR EVALUATOR (IDENTIFY COURT NOT CLIENT). 28 (ii) With respect to reporting individuals who disclosed in question 29 8(a) that the reporting individual did not provide services to a client 30 but provided services to a firm or business, identify the category of 31 amount received for providing such services and describe the services 32 rendered. 33 Services Actually Provided Category of Amount (Table I) ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ 34 A reporting individual need not disclose activities performed while 35 lawfully acting in [his or her] the reporting individual's capacity as 36 provided in paragraphs (c), (d), (e) and (f) of subdivision seven of 37 section seventy-three of this article. 38 The disclosure requirement in questions (b-1) and (b-2) shall not 39 require disclosing clients or customers receiving medical, pharmaceu- 40 tical or dental services, mental health services, or residential real 41 estate brokering services from the reporting individual or [his or her] 42 the reporting individual's firm or if federal law prohibits or limits 43 disclosure. The reporting individual need not identify any client to 44 whom [he or she] the reporting individual or [his or her] the reporting 45 individual's firm provided legal representation with respect to investi- 46 gation or prosecution by law enforcement authorities, bankruptcy, family 47 court, estate planning, or domestic relations matters, nor shall the 
 A. 2578 9 1 reporting individual identify individuals represented pursuant to an 2 insurance policy but the reporting individual shall in such circum- 3 stances only report the entity that provides compensation to the report- 4 ing individual; with respect to matters in which the client's name is 5 required by law to be kept confidential (such as matters governed by the 6 family court act) or in matters in which the reporting individual 7 represents or provides services to minors, the client's name may be 8 replaced with initials. To the extent that the reporting individual, or 9 [his or her] the reporting individual's firm, provided legal represen- 10 tation with respect to an initial public offering, and professional 11 disciplinary rules, federal law or regulations restrict the disclosure 12 of information relating to such work, the reporting individual shall (i) 13 disclose the identity of the client and the services provided relating 14 to the initial public offering to the office of court administration, 15 who will maintain such information confidentially in a locked box; and 16 (ii) include in [his or her] the reporting individual's response to 17 questions (b-1) and (b-2) that pursuant to this paragraph, a disclosure 18 to the office of court administration has been made. Upon such time that 19 the disclosure of information maintained in the locked box is no longer 20 restricted by professional disciplinary rules, federal law or regu- 21 lation, the reporting individual shall disclose such information in an 22 amended disclosure statement in response to the disclosure requirements 23 in questions (b-1) and (b-2). The office of court administration shall 24 develop and maintain a secure portal through which information submitted 25 to it pursuant to this paragraph can be safely and confidentially 26 stored. With respect to clients represented in other matters not other- 27 wise exempt, the reporting individual may request an exemption to 28 publicly disclosing the name of that client from the commission on 29 ethics and lobbying in government pursuant to section ninety-four of the 30 executive law, or from the office of court administration. In such 31 application, the reporting individual shall state the following: "My 32 client is not currently receiving my services or seeking my services in 33 connection with: 34 (i) A proposed bill or resolution in the senate or assembly during the 35 reporting period; 36 (ii) A contract in an amount totaling $10,000 or more from the state 37 or any state agency for services, materials, or property; 38 (iii) A grant of $10,000 or more from the state or any state agency 39 during the reporting period; 40 (iv) A grant obtained through a legislative initiative during the 41 reporting period; or 42 (v) A case, proceeding, application or other matter that is not a 43 ministerial matter before a state agency during the reporting period." 44 In reviewing the request for an exemption, the commission on ethics 45 and lobbying in government or the office of court administration may 46 consult with bar or other professional associations and the legislative 47 ethics commission for individuals subject to its jurisdiction and may 48 consider the rules of professional conduct. In making its determination, 49 the commission on ethics and lobbying in government or the office of 50 court administration shall conduct its own inquiry and shall consider 51 factors including, but not limited to: (i) the nature and the size of 52 the client; (ii) whether the client has any business before the state; 53 and if so, how significant the business is; and whether the client has 54 any particularized interest in pending legislation and if so how signif- 55 icant the interest is; (iii) whether disclosure may reveal trade 56 secrets; (iv) whether disclosure could reasonably result in retaliation 
 A. 2578 10 1 against the client; (v) whether disclosure may cause undue harm to the 2 client; (vi) whether disclosure may result in undue harm to the attor- 3 ney-client relationship; and (vii) whether disclosure may result in an 4 unnecessary invasion of privacy to the client. 5 The commission on ethics and lobbying in government or, as the case 6 may be, the office of court administration shall promptly make a final 7 determination in response to such request, which shall include an expla- 8 nation for its determination. The office of court administration shall 9 issue its final determination within three days of receiving the 10 request. Notwithstanding any other provision of law or any professional 11 disciplinary rule to the contrary, the disclosure of the identity of any 12 client or customer in response to this question shall not constitute 13 professional misconduct or a ground for disciplinary action of any kind, 14 or form the basis for any civil or criminal cause of action or proceed- 15 ing. A reporting individual who first enters public office after January 16 first, two thousand sixteen, need not report clients or customers with 17 respect to matters for which the reporting individual or [his or her] 18 the reporting individual's firm was retained prior to entering public 19 office. 20 (c) APPLICABLE ONLY TO NEW CLIENTS OR CUSTOMERS FOR WHOM SERVICES ARE 21 PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOUSAND FIFTEEN, OR FOR 22 NEW MATTERS FOR EXISTING CLIENTS OR CUSTOMERS WITH RESPECT TO THOSE 23 SERVICES THAT ARE PROVIDED ON OR AFTER DECEMBER THIRTY-FIRST, TWO THOU- 24 SAND FIFTEEN: 25 If the reporting individual receives income of ten thousand dollars or 26 greater from any employment or activity reportable under question 8(a), 27 identify each registered lobbyist who has directly referred to such 28 individual a client who was successfully referred to the reporting indi- 29 vidual's business and from whom the reporting individual or firm 30 received a fee for services in excess of five thousand dollars. Report 31 only those referrals that were made to a reporting individual by direct 32 communication from a person known to such reporting individual to be a 33 registered lobbyist at the time the referral is made. With respect to 34 each such referral, the reporting individual shall identify the client, 35 the registered lobbyist who has made the referral, the category of value 36 of the compensation received and a general description of the type of 37 matter so referred. A reporting individual need not disclose activities 38 performed while lawfully acting pursuant to paragraphs (c), (d), (e) and 39 (f) of subdivision seven of section seventy-three of this article. The 40 disclosure requirements in this question shall not require disclosing 41 clients or customers receiving medical, pharmaceutical or dental 42 services, mental health services, or residential real estate brokering 43 services from the reporting individual or [his or her] the reporting 44 individual's firm or if federal law prohibits or limits disclosure. The 45 reporting individual need not identify any client to whom [he or she] 46 the reporting individual or [his or her] the reporting individual's firm 47 provided legal representation with respect to investigation or prose- 48 cution by law enforcement authorities, bankruptcy, family court, estate 49 planning, or domestic relations matters, nor shall the reporting indi- 50 vidual identify individuals represented pursuant to an insurance policy 51 but the reporting individual shall in such circumstances only report the 52 entity that provides compensation to the reporting individual; with 53 respect to matters in which the client's name is required by law to be 54 kept confidential (such as matters governed by the family court act) or 55 in matters in which the reporting individual represents or provides 56 services to minors, the client's name may be replaced with initials. To 
 A. 2578 11 1 the extent that the reporting individual, or [his or her] the reporting 2 individual's firm, provided legal representation with respect to an 3 initial public offering, and federal law or regulations restricts the 4 disclosure of information relating to such work, the reporting individ- 5 ual shall (i) disclose the identity of the client and the services 6 provided relating to the initial public offering to the office of court 7 administration, who will maintain such information confidentially in a 8 locked box; and (ii) include in [his or her] the reporting individual's 9 response a statement that pursuant to this paragraph, a disclosure to 10 the office of court administration has been made. Upon such time that 11 the disclosure of information maintained in the locked box is no longer 12 restricted by federal law or regulation, the reporting individual shall 13 disclose such information in an amended disclosure statement in response 14 to the disclosure requirements of this paragraph. The office of court 15 administration shall develop and maintain a secure portal through which 16 information submitted to it pursuant to this paragraph can be safely and 17 confidentially stored. With respect to clients represented in other 18 matters not otherwise exempt, the reporting individual may request an 19 exemption to publicly disclosing the name of that client from the 20 commission on ethics and lobbying in government pursuant to section 21 ninety-four of the executive law, or from the office of court adminis- 22 tration. In such application, the reporting individual shall state the 23 following: "My client is not currently receiving my services or seeking 24 my services in connection with: 25 (i) A proposed bill or resolution in the senate or assembly during the 26 reporting period; 27 (ii) A contract in an amount totaling $10,000 or more from the state 28 or any state agency for services, materials, or property; 29 (iii) A grant of $10,000 or more from the state or any state agency 30 during the reporting period; 31 (iv) A grant obtained through a legislative initiative during the 32 reporting period; or 33 (v) A case, proceeding, application or other matter that is not a 34 ministerial matter before a state agency during the reporting period." 35 In reviewing the request for an exemption, the commission on ethics 36 and lobbying in government or the office of court administration may 37 consult with bar or other professional associations and the legislative 38 ethics commission for individuals subject to its jurisdiction and may 39 consider the rules of professional conduct. In making its determination, 40 the commission on ethics and lobbying in government or the office of 41 court administration shall conduct its own inquiry and shall consider 42 factors including, but not limited to: (i) the nature and the size of 43 the client; (ii) whether the client has any business before the state; 44 and if so, how significant the business is; and whether the client has 45 any particularized interest in pending legislation and if so how signif- 46 icant the interest is; (iii) whether disclosure may reveal trade 47 secrets; (iv) whether disclosure could reasonably result in retaliation 48 against the client; (v) whether disclosure may cause undue harm to the 49 client; (vi) whether disclosure may result in undue harm to the attor- 50 ney-client relationship; and (vii) whether disclosure may result in an 51 unnecessary invasion of privacy to the client. 52 The commission on ethics and lobbying in government or, as the case 53 may be, the office of court administration shall promptly make a final 54 determination in response to such request, which shall include an expla- 55 nation for its determination. The office of court administration shall 56 issue its final determination within three days of receiving the 
 A. 2578 12 1 request. Notwithstanding any other provision of law or any professional 2 disciplinary rule to the contrary, the disclosure of the identity of any 3 client or customer in response to this question shall not constitute 4 professional misconduct or a ground for disciplinary action of any kind, 5 or form the basis for any civil or criminal cause of action or proceed- 6 ing. A reporting individual who first enters public office after Decem- 7 ber thirty-first, two thousand fifteen, need not report clients or 8 customers with respect to matters for which the reporting individual or 9 [his or her] the reporting individual's firm was retained prior to 10 entering public office. 11 Client Name of Lobbyist Description Category of Amount 12 of Matter (in Table [1] I) 13 ________________________________________________________________________ 14 ________________________________________________________________________ 15 ________________________________________________________________________ 16 ________________________________________________________________________ 17 ________________________________________________________________________ 18 (d) List the name, principal address and general description or the 19 nature of the business activity of any entity in which the reporting 20 individual or such individual's spouse or domestic partner had an 21 investment in excess of $1,000 excluding investments in securities and 22 interests in real property. 23 9. List each source of gifts, EXCLUDING campaign contributions, in 24 EXCESS of $1,000, received during the reporting period for which this 25 statement is filed by the reporting individual or such individual's 26 spouse, domestic partner or unemancipated child from the same donor, 27 EXCLUDING gifts from a relative. INCLUDE the name and address of the 28 donor. The term "gifts" does not include reimbursements, which term is 29 defined in item 10. Indicate the value and nature of each such gift. 30 Category 31 Self, of 32 Spouse, Name of Nature Value of 33 Domestic Donor Address of Gift Gift 34 Partner (In Table I) 35 or Child 36 ____________________________________________________________________ 37 ____________________________________________________________________ 38 ____________________________________________________________________ 39 ____________________________________________________________________ 40 ____________________________________________________________________ 41 10. Identify and briefly describe the source of any reimbursements for 42 expenditures, EXCLUDING campaign expenditures and expenditures in 43 connection with official duties reimbursed by the state, in EXCESS 44 of $1,000 from each such source. For purposes of this item, the term 45 "reimbursements" shall mean any travel-related expenses provided by 46 nongovernmental sources and for activities related to the reporting 47 individual's official duties such as, speaking engagements, confer- 48 ences, or factfinding events. The term "reimbursements" does NOT 49 include gifts reported under item 9. 50 Source Description 
 A. 2578 13 1 ____________________________________________________________________ 2 ____________________________________________________________________ 3 ____________________________________________________________________ 4 ____________________________________________________________________ 5 ____________________________________________________________________ 6 11. List the identity and value, if reasonably ascertainable, of each 7 interest in a trust, estate or other beneficial interest, including 8 retirement plans (other than retirement plans of the state of New 9 York or the city of New York), and deferred compensation plans 10 (e.g., 401, 403(b), 457, etc.) established in accordance with the 11 internal revenue code, in which the REPORTING INDIVIDUAL held a 12 beneficial interest in EXCESS of $1,000 at any time during the 13 preceding year. Do NOT report interests in a trust, estate or other 14 beneficial interest established by or for, or the estate of, a rela- 15 tive. 16 Category 17 Identity of Value* 18 (In Table II) 19 ____________________________________________________________________ 20 ____________________________________________________________________ 21 ____________________________________________________________________ 22 ____________________________________________________________________ 23 ____________________________________________________________________ 24 * The value of such interest shall be reported only if reasonably 25 ascertainable. 26 12. (a) Describe the terms of, and the parties to, any contract, prom- 27 ise, or other agreement between the reporting individual and any 28 person, firm, or corporation with respect to the employment of such 29 individual after leaving office or position (other than a leave of 30 absence). 31 ____________________________________________________________________ 32 ____________________________________________________________________ 33 ____________________________________________________________________ 34 ____________________________________________________________________ 35 ____________________________________________________________________ 36 (b) Describe the parties to and the terms of any agreement providing 37 for continuation of payments or benefits to the REPORTING INDIVIDUAL 38 in EXCESS of $1,000 from a prior employer OTHER THAN the State. 39 (This includes interests in or contributions to a pension fund, 40 profit-sharing plan, or life or health insurance; buy-out agree- 41 ments; severance payments; etc.) 42 ____________________________________________________________________ 43 ____________________________________________________________________ 44 ____________________________________________________________________ 45 ____________________________________________________________________ 46 ____________________________________________________________________ 47 13. List below the nature and amount of any income in EXCESS of $1,000 48 from EACH SOURCE for the reporting individual and such individual's 
 A. 2578 14 1 spouse or domestic partner for the taxable year last occurring prior 2 to the date of filing. Each such source must be described with 3 particularity. Nature of income includes, but is not limited to, all 4 income (other than that received from the employment listed under 5 Item 2 above) from compensated employment whether public or private, 6 directorships and other fiduciary positions, contractual arrange- 7 ments, teaching income, partnerships, honorariums, lecture fees, 8 consultant fees, bank and bond interest, dividends, income derived 9 from a trust, real estate rents, and recognized gains from the sale 10 or exchange of real or other property. Income from a business or 11 profession and real estate rents shall be reported with the source 12 identified by the building address in the case of real estate rents 13 and otherwise by the name of the entity and not by the name of the 14 individual customers, clients or tenants, with the aggregate net 15 income before taxes for each building address or entity. The 16 receipt of maintenance received in connection with a matrimonial 17 action, alimony and child support payments shall not be listed. 18 Self/ Category 19 Spouse Source Nature of Amount 20 or Domestic (In Table I) 21 Partner 22 ____________________________________________________________________ 23 ____________________________________________________________________ 24 ____________________________________________________________________ 25 ____________________________________________________________________ 26 ____________________________________________________________________ 27 14. List the sources of any deferred income (not retirement income) in 28 EXCESS of $1,000 from each source to be paid to the reporting indi- 29 vidual following the close of the calendar year for which this 30 disclosure statement is filed, other than deferred compensation 31 reported in item 11 hereinabove. Deferred income derived from the 32 practice of a profession shall be listed in the aggregate and shall 33 identify as the source, the name of the firm, corporation, partner- 34 ship or association through which the income was derived, but shall 35 not identify individual clients. 36 Category 37 Source of Amount 38 (In Table I) 39 ____________________________________________________________________ 40 ____________________________________________________________________ 41 ____________________________________________________________________ 42 ____________________________________________________________________ 43 ____________________________________________________________________ 44 15. List each assignment of income in EXCESS of $1,000, and each trans- 45 fer other than to a relative during the reporting period for which 46 this statement is filed for less than fair consideration of an 47 interest in a trust, estate or other beneficial interest, securities 48 or real property, by the reporting individual, in excess of $1,000, 49 which would otherwise be required to be reported herein and is not 50 or has not been so reported. 
 A. 2578 15 1 Item Assigned Assigned or Category 2 or Transferred Transferred to of Value 3 (In Table I) 4 ____________________________________________________________________ 5 ____________________________________________________________________ 6 ____________________________________________________________________ 7 ____________________________________________________________________ 8 ____________________________________________________________________ 9 16. List below the type and market value of securities held by the 10 reporting individual or such individual's spouse or domestic partner 11 from each issuing entity in EXCESS of $1,000 at the close of the 12 taxable year last occurring prior to the date of filing, including 13 the name of the issuing entity exclusive of securities held by the 14 reporting individual issued by a professional corporation. Whenever 15 an interest in securities exists through a beneficial interest in a 16 trust, the securities held in such trust shall be listed ONLY IF the 17 reporting individual has knowledge thereof except where the report- 18 ing individual or the reporting individual's spouse or domestic 19 partner has transferred assets to such trust for [his or her] the 20 reporting individual's benefit in which event such securities shall 21 be listed unless they are not ascertainable by the reporting indi- 22 vidual because the trustee is under an obligation or has been 23 instructed in writing not to disclose the contents of the trust to 24 the reporting individual. Securities of which the reporting individ- 25 ual or the reporting individual's spouse or domestic partner is the 26 owner of record but in which such individual or the reporting indi- 27 vidual's spouse or domestic partner has no beneficial interest shall 28 not be listed. Indicate percentage of ownership ONLY if the report- 29 ing person or the reporting person's spouse or domestic partner 30 holds more than five percent (5%) of the stock of a corporation in 31 which the stock is publicly traded or more than ten percent (10%) of 32 the stock of a corporation in which the stock is NOT publicly trad- 33 ed. Also list securities owned for investment purposes by a corpo- 34 ration more than fifty percent (50%) of the stock of which is owned 35 or controlled by the reporting individual or such individual's 36 spouse or domestic partner. For the purpose of this item the term 37 "securities" shall mean mutual funds, bonds, mortgages, notes, obli- 38 gations, warrants and stocks of any class, investment interests in 39 limited or general partnerships and certificates of deposits (CDs) 40 and such other evidences of indebtedness and certificates of inter- 41 est as are usually referred to as securities. The market value for 42 such securities shall be reported only if reasonably ascertainable 43 and shall not be reported if the security is an interest in a gener- 44 al partnership that was listed in item 8 (a) or if the security is 45 corporate stock, NOT publicly traded, in a trade or business of a 46 reporting individual or a reporting individual's spouse or domestic 47 partner. 48 Percentage 49 of corporate 50 stock owned 51 or controlled Category of 52 (if more than Market Value 53 5% of pub- as of the close 
 A. 2578 16 1 licly traded of the 2 stock, or taxable year 3 more than last occurring 4 10% if stock prior to 5 Self/ Issuing Type of not publicly the filing of 6 Spouse Entity Security traded, is held) this statement 7 or (In Table II) 8 Domestic 9 Partner 10 ____________________________________________________________________ 11 ____________________________________________________________________ 12 ____________________________________________________________________ 13 ____________________________________________________________________ 14 ____________________________________________________________________ 15 16-a. List below the name and market value of digital assets held by 16 the reporting individual or such individual's spouse or domestic partner 17 in EXCESS of $1,000 at the close of the taxable year last occurring 18 prior to the date of filing. Whenever an interest in digital assets 19 exists through a beneficial interest in a trust, the digital assets held 20 in such trust shall be listed ONLY IF the reporting individual has know- 21 ledge thereof except where the reporting individual or the reporting 22 individual's spouse or domestic partner has transferred assets to such 23 trust for [his or her] the reporting individual's benefit in which event 24 such digital assets shall be listed unless they are not ascertainable by 25 the reporting individual because the trustee is under an obligation or 26 has been instructed in writing not to disclose the contents of the trust 27 to the reporting individual. The digital assets of which the reporting 28 individual or the reporting individual's spouse or domestic partner is 29 the owner of record but in which such individual or the reporting indi- 30 vidual's spouse or domestic partner has no beneficial interest shall not 31 be listed. Also list digital assets owned for investment purposes by a 32 corporation more than fifty percent (50%) of the stock of which is owned 33 or controlled by the reporting individual or such individual's spouse or 34 domestic partner. For purposes of this subdivision, the following terms 35 shall have the following meanings: 36 (a) "Digital asset" shall mean an asset that is issued, transferred, 37 or both, using distributed ledger or blockchain technology, including, 38 but not limited to, digital currencies, digital coins, digital non-fun- 39 gible tokens or other similar assets. 40 (b) "Digital currency" shall mean any type of digital unit that is 41 used as a medium of exchange or a form of digitally stored value. Virtu- 42 al currency shall be broadly construed to include digital units of 43 exchange that: (i) have a centralized repository or administrator; (ii) 44 are decentralized and have no centralized repository or administrator; 45 or (iii) may be created or obtained by computing, manufacturing, or 46 other similar effort. 47 (c) "Distributed ledger or blockchain technology" shall mean a ledger 48 or database that stores shared state by maintaining it across a multi- 49 plicity of devices belonging to different entities and securing it 50 through a combination of cryptographic and consensus protocols, where 51 the shared state serves to authenticate, record, share, and/or synchro- 52 nize transactions involving digital assets or virtual currencies. 53 Category of 
 A. 2578 17 1 Market Value 2 as of the close 3 of the taxable 4 year last 5 occurring 6 prior to 7 Self/ Type of the filing of 8 Spouse or Digital Asset this statement 9 Domestic (In Table II) 10 Partner 11 _______________________________________________________________________ 12 _______________________________________________________________________ 13 _______________________________________________________________________ 14 _______________________________________________________________________ 15 _______________________________________________________________________ 16 17. List below the location, size, general nature, acquisition date, 17 market value and percentage of ownership of any real property in 18 which any vested or contingent interest in EXCESS of $1,000 is held 19 by the reporting individual or the reporting individual's spouse or 20 domestic partner. Also list real property owned for investment 21 purposes by a corporation more than fifty percent (50%) of the stock 22 of which is owned or controlled by the reporting individual or such 23 individual's spouse or domestic partner. Do NOT list any real prop- 24 erty which is the primary or secondary personal residence of the 25 reporting individual or the reporting individual's spouse or domes- 26 tic partner, except where there is a co-owner who is other than a 27 relative. 28 Self/ Percentage Category 29 Spouse/ General Acquisition of of Market 30 Domestic Nature Date Ownership Value 31 Partner (In 32 Corporation Location Size Table II) 33 ________________________________________________________________________ 34 ________________________________________________________________________ 35 ________________________________________________________________________ 36 ________________________________________________________________________ 37 ________________________________________________________________________ 38 18. List below all notes and accounts receivable, other than from goods 39 or services sold, held by the reporting individual at the close of 40 the taxable year last occurring prior to the date of filing and 41 other debts owed to such individual at the close of the taxable year 42 last occurring prior to the date of filing, in EXCESS of $1,000, 43 including the name of the debtor, type of obligation, date due and 44 the nature of the collateral securing payment of each, if any, 45 excluding securities reported in item 16 hereinabove. Debts, notes 46 and accounts receivable owed to the individual by a relative shall 47 not be reported. 48 Type of Obligation, Category 49 Date Due, and Nature of 50 Name of Debtor of Collateral, if any Amount 51 (In Table II) 
 A. 2578 18 1 ____________________________________________________________________ 2 ____________________________________________________________________ 3 ____________________________________________________________________ 4 ____________________________________________________________________ 5 ____________________________________________________________________ 6 19. List below all liabilities of the reporting individual and such 7 individual's spouse or domestic partner, in EXCESS of $10,000 as of 8 the date of filing of this statement, other than liabilities to a 9 relative. Do NOT list liabilities incurred by, or guarantees made 10 by, the reporting individual or such individual's spouse or domestic 11 partner or by any proprietorship, partnership or corporation in 12 which the reporting individual or such individual's spouse or domes- 13 tic partner has an interest, when incurred or made in the ordinary 14 course of the trade, business or professional practice of the 15 reporting individual or such individual's spouse or domestic part- 16 ner. Include the name of the creditor and any collateral pledged by 17 such individual to secure payment of any such liability. A reporting 18 individual shall not list any obligation to pay maintenance in 19 connection with a matrimonial action, alimony or child support 20 payments. Any loan issued in the ordinary course of business by a 21 financial institution to finance educational costs, the cost of home 22 purchase or improvements for a primary or secondary residence, or 23 purchase of a personally owned motor vehicle, household furniture or 24 appliances shall be excluded. If any such reportable liability has 25 been guaranteed by any third person, list the liability and name the 26 guarantor. 27 Category 28 Name of Creditor Type of Liability of 29 or Guarantor and Collateral, if any Amount 30 (In Table II) 31 ____________________________________________________________________ 32 ____________________________________________________________________ 33 ____________________________________________________________________ 34 ____________________________________________________________________ 35 ____________________________________________________________________ 36 The requirements of law relating to the reporting of financial 37 interests are in the public interest and no adverse inference of 38 unethical or illegal conduct or behavior will be drawn merely from 39 compliance with these requirements. 40 ___________________________________ _________________________ 41 (Signature of Reporting Individual) Date (month/day/year) 42 TABLE I 43 Category A none 44 Category B $ 1 to under $ 1,000 45 Category C $ 1,000 to under $ 5,000 46 Category D $ 5,000 to under $ 20,000 47 Category E $ 20,000 to under $ 50,000 48 Category F $ 50,000 to under $ 75,000 49 Category G $ 75,000 to under $ 100,000 50 Category H $ 100,000 to under $ 150,000 
 A. 2578 19 1 Category I $ 150,000 to under $ 250,000 2 Category J $ 250,000 to under $ 350,000 3 Category K $ 350,000 to under $ 450,000 4 Category L $ 450,000 to under $ 550,000 5 Category M $ 550,000 to under $ 650,000 6 Category N $ 650,000 to under $ 750,000 7 Category O $ 750,000 to under $ 850,000 8 Category P $ 850,000 to under $ 950,000 9 Category Q $ 950,000 to under $1,050,000 10 Category R $1,050,000 to under $1,150,000 11 Category S $1,150,000 to under $1,250,000 12 Category T $1,250,000 to under $1,350,000 13 Category U $1,350,000 to under $1,450,000 14 Category V $1,450,000 to under $1,550,000 15 Category W $1,550,000 to under $1,650,000 16 Category X $1,650,000 to under $1,750,000 17 Category Y $1,750,000 to under $1,850,000 18 Category Z $1,850,000 to under $1,950,000 19 Category AA $1,950,000 to under $2,050,000 20 Category BB $2,050,000 to under $2,150,000 21 Category CC $2,150,000 to under $2,250,000 22 Category DD $2,250,000 to under $2,350,000 23 Category EE $2,350,000 to under $2,450,000 24 Category FF $2,450,000 to under $2,550,000 25 Category GG $2,550,000 to under $2,650,000 26 Category HH $2,650,000 to under $2,750,000 27 Category II $2,750,000 to under $2,850,000 28 Category JJ $2,850,000 to under $2,950,000 29 Category KK $2,950,000 to under $3,050,000 30 Category LL $3,050,000 to under $3,150,000 31 Category MM $3,150,000 to under $3,250,000 32 Category NN $3,250,000 to under $3,350,000 33 Category OO $3,350,000 to under $3,450,000 34 Category PP $3,450,000 to under $3,550,000 35 Category QQ $3,550,000 to under $3,650,000 36 Category RR $3,650,000 to under $3,750,000 37 Category SS $3,750,000 to under $3,850,000 38 Category TT $3,850,000 to under $3,950,000 39 Category UU $3,950,000 to under $4,050,000 40 Category VV $4,050,000 to under $4,150,000 41 Category WW $4,150,000 to under $4,250,000 42 Category XX $4,250,000 to under $4,350,000 43 Category YY $4,350,000 to under $4,450,000 44 Category ZZ $4,450,000 to under $4,550,000 45 Category AAA $4,550,000 to under $4,650,000 46 Category BBB $4,650,000 to under $4,750,000 47 Category CCC $4,750,000 to under $4,850,000 48 Category DDD $4,850,000 to under $4,950,000 49 Category EEE $4,950,000 to under $5,050,000 50 Category FFF $5,050,000 to under $5,150,000 51 Category GGG $5,150,000 to under $5,250,000 52 Category HHH $5,250,000 to under $5,350,000 53 Category III $5,350,000 to under $5,450,000 54 Category JJJ $5,450,000 to under $5,550,000 55 Category KKK $5,550,000 to under $5,650,000 56 Category LLL $5,650,000 to under $5,750,000 
 A. 2578 20 1 Category MMM $5,750,000 to under $5,850,000 2 Category NNN $5,850,000 to under $5,950,000 3 Category OOO $5,950,000 to under $6,050,000 4 Category PPP $6,050,000 to under $6,150,000 5 Category QQQ $6,150,000 to under $6,250,000 6 Category RRR $6,250,000 to under $6,350,000 7 Category SSS $6,350,000 to under $6,450,000 8 Category TTT $6,450,000 to under $6,550,000 9 Category UUU $6,550,000 to under $6,650,000 10 Category VVV $6,650,000 to under $6,750,000 11 Category WWW $6,750,000 to under $6,850,000 12 Category XXX $6,850,000 to under $6,950,000 13 Category YYY $6,950,000 to under $7,050,000 14 Category ZZZ $7,050,000 to under $7,150,000 15 Category AAAA $7,150,000 to under $7,250,000 16 Category BBBB $7,250,000 to under $7,350,000 17 Category CCCC $7,350,000 to under $7,450,000 18 Category DDDD $7,450,000 to under $7,550,000 19 Category EEEE $7,550,000 to under $7,650,000 20 Category FFFF $7,650,000 to under $7,750,000 21 Category GGGG $7,750,000 to under $7,850,000 22 Category HHHH $7,850,000 to under $7,950,000 23 Category IIII $7,950,000 to under $8,050,000 24 Category JJJJ $8,050,000 to under $8,150,000 25 Category KKKK $8,150,000 to under $8,250,000 26 Category LLLL $8,250,000 to under $8,350,000 27 Category MMMM $8,350,000 to under $8,450,000 28 Category NNNN $8,450,000 to under $8,550,000 29 Category OOOO $8,550,000 to under $8,650,000 30 Category PPPP $8,650,000 to under $8,750,000 31 Category QQQQ $8,750,000 to under $8,850,000 32 Category RRRR $8,850,000 to under $8,950,000 33 Category SSSS $8,950,000 to under $9,050,000 34 Category TTTT $9,050,000 to under $9,150,000 35 Category UUUU $9,150,000 to under $9,250,000 36 Category VVVV $9,250,000 to under $9,350,000 37 Category WWWW $9,350,000 to under $9,450,000 38 Category XXXX $9,450,000 to under $9,550,000 39 Category YYYY $9,550,000 to under $9,650,000 40 Category ZZZZ $9,650,000 to under $9,750,000 41 Category AAAAA $9,750,000 to under $9,850,000 42 Category BBBBB $9,850,000 to under $9,950,000 43 Category CCCCC $9,950,000 to under $10,000,000 44 Category DDDDD $10,000,000 or over 45 TABLE II 46 Category A none 47 Category B $ 1 to under $ 1,000 48 Category C $ 1,000 to under $ 5,000 49 Category D $ 5,000 to under $ 20,000 50 Category E $ 20,000 to under $ 50,000 51 Category F $ 50,000 to under $ 75,000 52 Category G $ 75,000 to under $ 100,000 53 Category H $ 100,000 to under $ 150,000 54 Category I $ 150,000 to under $ 250,000 55 Category J $ 250,000 to under $ 500,000 
 A. 2578 21 1 Category K $ 500,000 to under $ 750,000 2 Category L $ 750,000 to under $1,000,000 3 Category M $1,000,000 to under $1,250,000 4 Category N $1,250,000 to under $1,500,000 5 Category O $1,500,000 to under $1,750,000 6 Category P $1,750,000 to under $2,000,000 7 Category Q $2,000,000 to under $2,250,000 8 Category R $2,250,000 to under $2,500,000 9 Category S $2,500,000 to under $2,750,000 10 Category T $2,750,000 to under $3,000,000 11 Category U $3,000,000 to under $3,250,000 12 Category V $3,250,000 to under $3,500,000 13 Category W $3,500,000 to under $3,750,000 14 Category X $3,750,000 to under $4,000,000 15 Category Y $4,000,000 to under $4,250,000 16 Category Z $4,250,000 to under $4,500,000 17 Category AA $4,500,000 to under $4,750,000 18 Category BB $4,750,000 to under $5,000,000 19 Category CC $5,000,000 to under $5,250,000 20 Category DD $5,250,000 to under $5,500,000 21 Category EE $5,500,000 to under $5,750,000 22 Category FF $5,750,000 to under $6,000,000 23 Category GG $6,000,000 to under $6,250,000 24 Category HH $6,250,000 to under $6,500,000 25 Category II $6,500,000 to under $6,750,000 26 Category JJ $6,750,000 to under $7,000,000 27 Category KK $7,000,000 to under $7,250,000 28 Category LL $7,250,000 to under $7,500,000 29 Category MM $7,500,000 to under $7,750,000 30 Category NN $7,750,000 to under $8,000,000 31 Category OO $8,000,000 to under $8,250,000 32 Category PP $8,250,000 to under $8,500,000 33 Category QQ $8,500,000 to under $8,750,000 34 Category RR $8,750,000 to under $9,000,000 35 Category SS $9,000,000 to under $9,250,000 36 Category TT $9,250,000 to under $9,500,000 37 Category UU $9,500,000 or over 38 (b) The commission on ethics and lobbying in government shall make 39 available an editable, electronic, readable and searchable version of 40 the annual statement of financial disclosure by January first, two thou- 41 sand twenty-six to all those required by law to submit such forms. 42 § 4. This act shall take effect immediately; provided, however, that 43 section two of this act shall take effect on January 1, 2026. Effective 44 immediately the addition, amendment and/or repeal of any rule or regu- 45 lation necessary for the implementation of this act on its effective 46 date are authorized to be made and completed on or before such date.