* = Required

Personal Financial Statement Addendum


Personal Financial Statement Addendum

For details on use of this form, see Section 2-74 of the City's Ethics Code.
Upon completion of this form click the Print button located at the bottom of the page and apply your signature.
Mail the form to the location listed at the bottom of the form.
Do not leave any blocks blank. Enter "N/A" or "None".

*Type of Report: City Ethics Code Addendum for the Mayor, Members of City Council, Candidates for Mayor and City Council, the City Manager, and the City Attorney to the Personal Financial Statement (PFS) Mandated under Section 145.001 - 145.010 of the Local Government Code.

Report Period: 01/01/2024 to 12/31/2024

* Status of Reporting Party
* Status
* District
* Name of Filer: (First, Middle, Last)
In this addendum, the reporting party shall report information required by the City Ethics Code that is not required in the Local Government Code Personal Financial Statement (PFS). If information requested within this addendum was reported within the PFS, you may state “PFS” as a response on this form. If the question is not applicable, mark N/A or None.

(A) The name of any person related as a parent, child, or spouse to the reporting party not reported within the cover page of the PFS:

* Name:
* Relation:
* Name of Employer:

(B) The name of any member of the reporting party's household not disclosed in (A) above or within the cover sheet of the PFS:

* Name of Household Member:
* Relation:
* Name of Employer:

(C) The name of any entity in which the reporting party's spouse holds an economic interest not disclosed in Section 7B or Section 11A of the PFS:

* Name of Entity:
* Type of Economic Interest:

(D) The name of any entity which the reporting party knows is a partner, or a parent or subsidiary entity of an entity owned, operated, or managed by the reporting party or his or her spouse if not disclosed in Section C of this addendum or in Section 7B or Section 11A of the PFS:

* Name of Entity:
* Partner or a Parent or Subsidiary:
* Reporting Party or His/Her Spouse:

(E) The name of any person or entity from whom the reporting party, his, or her spouse, directly or indirectly:

  1. (1) has received and not rejected an unsolicited offer of subsequent employment, or
  2. (2) has accepted an offer of subsequent employment, which is binding or expected by the parties to be carried out:
* From Who Offered:
* By Whom Received or Accepted:

(F) The name of each nonprofit entity in which the reporting party serves as an officer or director, or in any other policy making position if not disclosed in Section 12 of the PFS:

* Name of Nonprofit Entity:
* Title of Policy Making Position:

(G) The name of each entity which has sought city business, has a current city contract or anticipates seeking city business in which the reporting party, or the reporting party's parent, child (except minors), or spouse directly or indirectly owns ten (10) percent or more of the voting stock or shares or of the fair market value of the entity:

* Name of Entity:
* Sought/Has Contract:
* By Whom Owned:

(H) The name of any entity of which any individual or entity disclosed in the preceding question (section G) is known to be a subcontractor on a city contract, a partner or a parent or subsidiary entity.

* Name of Entity:
* Subcontractor/Partner/Parent:
* Owner:

(I) The name of each source of income, other than dividends or interest, amounting to more than five thousand dollars ($5,000) received during the reporting period by the reporting party's spouse, unless that source was disclosed in Section of the PFS or within this addendum:

* Name of Source of Income Received by Reporting Party:
* Name of Source of Income Received by Reporting Party's Spouse:

(J) All real property* located in the State of Texas in which the reporting party or his or her spouse has a leasehold interest, a contractual right to purchase, or an interest as: fee simple owner; beneficial owner; partnership owner; joint owner with an individual or corporation; or owner of more than twenty-five (25) percent of a corporation that has title to real property that was not reported in Section 7A of the PFS

*There is no requirement to list any property:
  1. (1) reported in Section 7A of the PFS;
  2. (2) used as a personal residence of a peace officer;
  3. (3) over which the reporting party has no decision power concerning acquisitions or sale; or
  4. (4) held through a real estate investment trust, mutual fund, or similar entity, unless the reporting party or his or her spouse participates in the management thereof.
* Identification by street address, or legal or lot-and-block description
* Type Interest/Right/Ownership:

(K) The name of persons or entities to whom the reporting party or spouse owes an unsecured debt of more than five thousand dollars ($5,000.00). DO NOT INCLUDE:
  (1) debts reported in Section 6 of the PFS;
  (2) money borrowed from a family member from his or her own resources; and
  (3) revolving charge accounts.:

* Name of Person or Entity to Whom Owed
* Amount:

(L) The name of each person, entity, or other organization from whom the reporting party, or his or her spouse, received a *gift with an estimated fair market value in excess of one hundred dollars ($100) during the reporting period and the estimated fair market value of each gift, unless reported in Section 8 of the PFS. (PFS Section 8 requires disclosure of gifts exceeding $250).
“*Gift,” means a voluntary transfer of property (including the payment of money) or the conferral of a benefit having pecuniary value (such as the rendition of services or the forbearance of collection on a debt), unless consideration of equal or greater value is received by the donor.

Excluded from this requirement are:
  1. (1) gifts reported in Section 8 of the PFS;
  2. (2) lawful campaign contributions, which are reported as required by state statute;
  3. (3) gifts received from family members within the second degree of affinity or consanguinity;
  4. (4) gifts from an individual based on personal friendship who during the preceding three calendar years:
    1. has not done or sought to do business with the city
    2. has not sought city action on any issue before the City Council or any city board or commission;
    3. is not associated with any business or entity that has done or sought to do business with the city; and
    4. is not associated with any business or entity that has sought city action on any issue before the City Council or a city board or commission.
  5. (5) gifts received among and between fellow city employees and city officials; and
  6. (6) admission to events in which the reporting party participated in connection with official duties.
  7. (7) payment of or reimbursement of travel and accommodations expenses accepted in connection with official duties, which have been reported under Part G, Section 4; payment for or reimbursement of expenses for travel in excess of authorized rates under city policy are gifts subject to the reporting requirements under this section.
* Name of Each Person, Entity, or Other Organization
* Estimated Fair Market Value

Public Disclosure of Information

The Public Information Act allows employees, public officials and former employees and officials to elect whether to keep certain information about them confidential. Unless you choose to keep it confidential, the following information about you may be subject to public release if requested under the Texas Public Information Act. Therefore, please indicate whether you wish to allow public release of the following information.

I WANT the public to have access to my: (please indicate)

  * Home Address
  * Home Phone Number
  * Social Security Number
  * Emergency Contact Information
  * Information that revels whether you have family members

*Consent for Release of Public Information

*
I understand that if any member of the public makes a request for information included in this Application for Appointment, most of the information must be disclosed under the Texas Public Information Act. I understand that the City of San Antonio will attempt to maintain the confidentiality of highly private matters in accordance with the Texas Public Information Act. I understand that it may not be legally possible to maintain the confidentiality of such information, and I hereby release the City of San Antonio, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act or any other law requiring its release.

*Oath

*
By clicking this box, I swear or affirm that the statements contained in this Personal Financial Statement Addendum (including any accompanying supplements) to the best of my knowledge and belief are true, correct, and complete.
* Your Name:
Date:
Signature:
Complete this form electronically. Use the Print Form button and mail this form, along with all required documentation, to:
Office:
Office of the City Clerk
100 Military Plaza, 1st Floor
San Antonio, Texas 78205
Mailing:
Office of the City Clerk
P. O. Box 839966
San Antonio, Texas 78283
GR.1050-33.LEGAL.REPORT.Personal Financial Statement addendum
Rev. 9/30/2025
       

GR.1050-33.LEGAL.REPORT.Personal Financial Statement addendum