Xgr Adams Sfi

  • July 2020
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  • Pages: 5
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NEBRASKA ACCOUNTABILITY AND DISCLOSURE COMMISSION

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STATEMENT OF FINANCIAL INTERESTS

11th Floor, State Capitol P.o. Box 95086 Lincoln, NE 68509

(402) 471-2522

POSTMARK DATE

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MICROFILM NUMBER

7900249

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2009 f1AR -3

BEFORE COMPLETING READ FILING REQUIREMENTS

MilO: 06

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NADC FORM C-1

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• Individuals listed under Sections 1-A & B of the General Information - Filing Requirements on page 5 must file this form. • Dollar values need not be reported for any item, except for Item 11. • File with the Nebraska Accountability and Disclosure Commission and with the election commissioner or clerk of the county of your residence. • Persons who fail to file this report or otherwise do not complv with the renorfinn provisions of the law are subiect to penalties. ITEM 1 I YOUR NAME, ADDRESS AND PHONE NUMBER Name Address

Greg

lee

LAST

FIRST

MIDDLE

831 West 4th Street STREET ADDRESS

ITEM 2

I OCCASION

OR RURAL ROUTE

NE STATE

CITY

FOR FILING (Check Appropriate

68467 ZIP CODE

Box)

for elective office ~ Annual officeholder's or state employee's report

I OFFICE

4023622153

York

o A candidate ITEM 3

Telephone No.

Adams

HELD & TERM OF OFFICE (for incumbent

o left office or position o Newly appointed to office or position elected or appointed

officials

and state employees)

List the office or position you currently hold which requires this filing. If you have left office, list the office you held. Office or Position:

State Senator

Term:

Name of City, County, District, or State Agency: ITEM 4

I OFFICE

SOUGHT ( for candidate

1/3/07

1/1/11

BEGINS

ENDS

24 only)

List the office sought which requires this filing. Office: State legislature Name of City, County, District, or State Office: ITEMS

I PERIOD

York County,

24th legislative

District

COVERED BY THIS STATEMENT

This statement must cover all financial interests for the entire "preceding calendar year" and not just as of year-end. If you have left office, this statement must cover all financial interests from the end of the calendar year for which you previously filed up to and including the date you left office.

~

This statement covers the preceding

calendar year January1 through December 31,

0

Left office, this statement covers the period January 1,

2008

to (DATE YOU LEFT OFFICE OR POSITION)

,

ITEM 6

I

I SOURCES

OF INCOME OF OVER $1,000

Income includes monev or anv other form of recompense constituting Name and address of any source" (including an individual, business, body of govemment, political subdivision or body corporate) from whom income of over $1,000 was received. 1.)

income under the Intemal Revenue Code. (See definitions) List the nature of the source's business and the nature of the services you rendered or the circumstances under which income was received. 1a.)

2.)

State Teacher Retirement - (Nebraska)

2a.)

Retired teacher

3.)

State of Nebraska

3a.)

State Senator

4.)

MidAmerica

4a.)

Early retirement separation pay

Investments

"NOTE: IF INCOME RESULTED FROM EMPLOYMENT BY, OPERATION OF OR PARTICIPATION IN A PROPRIETORSHIP, PARTNERSHIP, CORPORATION OR OTHER PERSON, LIST THE SAME AS THE SOURCE OF INCOME, BUT NOT THE PATRONS, CUSTOMERS, PATIENTS, OR CLIENTS THEREOF.

ITEM 7

I BUSINESS

ASSOCIATIONS

(See definitions)

Name and address of all businesses, organizations, or associations (profrt and non-profit) with which you held a position of officer, director, limited liability company member, partner, or stockholder and any entity in which you held a position of trustee. Such reporting is required based on the position held, not on whether income was received. You need not report business associations which are otherwise listed under Item 6. Name and Address of Business or Organization Nature of Association 1.)

Nebraska League of Municipalities

1a.)

1335 L Street Lincoln, NE 2.)

Executive Board Member Ended - 1212006

68508

Nebraska Information and Technology

Commission

2a.)

Commisioner Ended - 4/2006

3.)

Creekside Real Estate Trust

3a.)

4.)

4a.)

5.)

Sa.)

6.)

6a.)

7.)

7a).

Beneficiary

~EM' 8

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REAL PROPERTY OF

rJ

personal residence need

FILER IN NEBRASKA (Real property

not be reported.

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at less than $1,000 and your

List all real property in your name or in which you have a direct ownership interest. The description required must be sufficient to identify the location of the property. Exceptions: You need not report real estate owned by a business listed in Item 6 or 7, your personal residence or real property valued at less than $1,000. Personal residence refers to your principal dwelling-house and adjacent land used for house-hold purposes, such as lawns and oerdens. Nature of Property Location of Property (such as: agricultural, commercial, industrial, residential-rental) (Description or Address Creekside Estates, west 4'" street, York,NE 68467 Lot #16, Thunderbird Lake, Silvercreek, NE #25 Arbor Court, York, NE 68467

ITEM 9

I

Residential Residential(cabin) residential

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OTHER FINANCIAL INTERESTS AND PROPERTY HELD DURING THE PERIOD OF THIS STATEMENT WHICH EXCEEDED A FAIR MARKET VALUE OF $1,000 AT ANY TIME DURING THE REPORTING PERIOD

(a) List the names and addresses of the institutions in which you had checking and savings accounts and certificates of deposit. Address

Financial Institution Cornerstone Bank

6'" and Lincoln Ave., York, NE 68467

Ameriprise Financial Advisors

218 West 6 th, York, NE 68467

Leggett Company

612 Grant Ave., York, NE 68467

(b) List the names of the issuers

of all stocks, bonds, and government securities, not otherwise listed under Items 6 or 7.

403(b) Annuity contract with Ameriprise Financial Advisors - 218 West 6th Street, York, NE 68467. The annuity is invested in several various funds which include stocks and government securities.

(c) Describe other property owned or held for the production of income not otherwise disclosed in Items 6, 7, 8 or 9(a)(b). Include leaseholds and other interests in real estate, promissory notes and other obligations owed to you, beneficial interests in trusts and estates, cash value life insurance, IRAs, deferred income and retirement plans. Exception: Do not include accounts receivable, inventory, fixtures and equipment owned or used by a business listed in Items 6 & 7 or household goods, personal automobiles and other tangible personal property unless such property was held primarily for sale or exchange.

r-'. __ • __ •

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ONE High Yield Savings - Ameriprise Financial AXP Certificate of Deposit - Ameriprise Financial Cash Management(A) money market account - Ameriprise Financial Cash Management(B) money market account - Ameriprise Financial 403(b) Public School Employee Annuity - Ameriprise Financial IRA Ameriprise Financia Life Insurance Policy-Ameriprise Financial Nebraska State Teacher Retirement

... \

ITEM 10

I

CREDITORS TO WHOM $1,000 OR MORE WAS OWED OR GUARANTEED BY YOU OR A MEMBER OF YOUR IMMEDIATE FAMILY. Loans from a relative and land contracts which have been recorded with the County Clerk: or Register of Deeds need not be

Exception: reported. Accounts payable, debts arising out of retail installment transactions or loans made by a financial institution in the ordinary course of business need not be reported. Address

Name Cornerstone Bank

6t" and Lincoln Ave., York,NE 68467

Tier One Bank

Lincoln, NE

ITEM 11

I

SOURCES OF GIFTS OF A VALUE OF MORE THAN $100 RECEIVED EXCEPT GIFTS FROM RELATIVES. (See definitions)

Name and address of Donor

Occupation or nature of business of Donor

Description of Gift and Circumstances or Occasion for Gift

Value of Gift (See Key Below)

A Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

Choose

Value:

The monetary value of each gift shall be categorized based on the good faith estimate of the filer. For each reported gift insert in the Value column the letter which corresponds to the value category of the gift. The value categories are: A) $100.01 to $200;

ITEM 12

B} $200.01 to $500; C) $500.01 to $1,000;

I SIGNATURE

I hereby state tha~e and comolete.

(s~n~a 'r

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V

or more.

used all reasonable diligence in the preparation of this Statement and that to the best of my knowledge it is true

L

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m $1,000.01

OF FILER AND DATE.

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(Date)

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