Forms to be filed by:
- Senators who were Members for 61 days or more in the previous year are required to file an annual report by May 15 of each year.
- Candidates for Senate who must file within 30 days of becoming a candidate or by May 15th, whichever is later, but in no event later than 30 days prior to any election.
- Officers and employees who received compensation for more than 60 days during the previous year at an annual rate of pay in excess of 120% of basic pay in effect for the GS-15 rate, which in 2013 was $119,554.
- Employees designated as a principal assistant by a Member (who does not have an employee compensated at an annual rate of pay in excess of 120% of GS-15).
- Employees designated to handle political funds under Rule 41.
- Other individuals, pursuant to Rule 41, whose salary is at or above 120% of GS-15 level which include:
- A reemployed annuitant (whose annuity is treated as disbursed by the Secretary of the Senate).
- An officer or employee of the federal government on assignment to a committee of the Senate or to a joint entity of Congress on a reimbursable basis.
- An individual who performs full-time services for any committee or office and whose salary is not paid by the United States government.
- Individuals include, if the salary and period of employment thresholds are met, temporary or part-time employees, consultants, educational fellows and other temporary assistants paid from non-governmental funds.
- Employees who commence employment in 2014 who expect to be compensated for greater than 60 days at an annual rate of compensation equal to or in excess of 120% the rate of annual pay in effect in 2014 for GS-15 ($120,749) file within 30 days of commencing employment.
- Employees are identified above, and Senators, shall file on or before the thirtieth day after termination of employment/retirement of such position, a report covering the preceding calendar year and covering the portion of the calendar year in which the termination/retirement occurs, up to the date the individual left such office or position, unless the individual has accepted employment in another position which would necessitate the May 15, 2014 filing.
The Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) require Senators and “senior staff” (earning $120,749 or more in CY 2014) to periodically disclose certain financial transactions. Filers must promptly report any purchase, sale, or exchange of any stock, bond, commodities future, and other securities if the transaction exceeds $1,000.
232 Hart Building
Washington, D.C. 20510-7116
Or electronically at https://efd.senate.gov
220 Hart Building
Washington, D.C. 20510-6425