Omaha Mayor Suttle SFI
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NEBRASKA ACCOUNTABILITY AND DISCLOSURE COMMISSION
11th Floor, State Capitol =.o. Box 95086 Lincoln, NE 68509 (402) 471-2522
BEFORE COMPLETING READ FILING REQUIREMENTS
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STATEMENT OF FINANCIAL INTERESTS
NADC FORM C-1
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• Candidates for designated offices and holders of designated offices and positions must file this statement. See Sections 1A and 1B of the instructions. • Candidates (including incumbents) subject to this filing requirement must file with the Commission and with the appropriate election official (See .Instructions). . • Designatedtiffi~(jldersand holders of desigriatedpositions must file this statement with the Commission annually. • Dollar values need not be report for any item, except Item 11. • Persons who fails to file as required is subject to a civil penalty of up to $2,000. ITEM 1 I YOUR NAME, ADDRESS AND PHONE NUMBER Name Address Suttle LAST James FIRST
H
MIDDLE
Telephone No. Omaha CITY
402-571-0602 NE 68152 STATE ZIPCODE
6054 Country Club Oaks Place STREET ADDRESS ORRURALROUTE
ITEM 2
I OCCASION
FOR FILING (Check Appropriate
Box)
~ A candidate for elective office ~ Annual officeholder's or state employee's report ITEM 3
o Left office or position o Newly appointed to office or position
See Term:
OFFICE HELD & TERM OF OFFICE (Incumbent elected/appointed officials and state employees. IB of instructions) 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: Omaha City Council
I
6/6/05
BEGINS
6/6/09
ENDS
Name of City, County, District, or State Agency: ITEM 4
Qmaha, Douglas County, District 1 See 1A of instructions)
I OFFICE
SOUGHT (Candidates
only.
List the office sought which requires this filing. Office: Mayor Name of City, County, District, or State Office: ITEM 5 Omaha, Douglas County,
I PERIOD
COVERED BY THIS STATEMENT
This statement rny~t cover all financial interests for the entire "preceding calendar year" and not just as of year-end. If you have ~eftQ~ce, this st~l~ment must cover all financial interests ·fromthe.<endofthe calendar year forwhich you previously filed up to and Including the da1~Y~uleft office.
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This statement covers the preceding
calendar year January1 through December 31, to
2008
D
Left office, this statement covers the period January 1,
(DATEYOULEFTOFFICE ORPOSITION)
I
Revised August2007
o
ITEM 6
()
I SOURCES
OF INCOME OF OVER $1,000
Income includes money or any other form of recomoense constitutina income under the Internal Revenue Code. (See definitions) List the nature of the source's business and the nature of the services you Name and address of any source" (including an individual, business, rendered or the circumstances under which income was received. NOTE: Do not body of government, political subdivision or body corporate) from whom income of over $1,000 was received. list the amount ofthe income. 1.) Conley Investment, Inc 9300 Underwood Ave., #100 Omaha, NE 68114 1a.) Investment portfolio, bonds, stocks, funds
2.)
FBG Services 407 S. 27 Avenue Omaha, NE 68131
2a.)
Borad of Directors meeting fees
3.)
City of Omaha 1819 Farnam St. Omaha, NE 68183
3a.)
Salary
4.)
Principal Financial Group 4141 Park Lake Ave., #400 Raleigh, NC 27612
4a.)
Diamond Plus Deferred Comensation
Plan
*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 BUSINESSES
WITH WHICH YOU ARE ASSOCIATED (See definitions)
Name and address of all businesses, organizations, or associations (profit 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 1.) Salvation Army 3612 Cuming Street Omaha, NE 68131 1a.) Board of Directors Nature of Association
2.)
Alonzo Harry Suttle Trust 6054 Country Club Oaks Place 'Omaha, NE 68152
2a,)
Trustee
3.)
Wanda S. Suttle Accounts 6054 Country Club Oaks Place Omaha, NE 68152
3a.)
Power of Attorney; Trustee
4.)
FBG Services 407 South 27 Ave. Omaha. NE 68131
4a.)
Borad of Directors
5.)
Omaha Council Bluffs Metropolitan Area Planning Agency 2222 Cuming St. Omaha, NE 68102
5a,)
Board of Directors
'.
6.) 7.)
()
6a.) 7a).
() ~
ITEM 8
I
REAL PROPERTY OF THE FILER IN NEBRASKA (Real property valued at less than $1,000 and your personal residence need not be reported.)
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 of 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 aardens. Nature of Property Location of Property (such as: agricultural, commercial, industrial, residential-rental) (Description or Address 6054 Country Club Oaks Place Omaha, NE 68152 'Home residence
ITEM 9
I OTHERFINANCIAL
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
Address 1600 Dodge Street Omaha, NE 68102
(a) List the names and addresses of the institutions in which you had checking and savings accounts and certificates of deposit. Financial Institution First National Bank of Omaha
'<,
(b) List the names of the issuers
of all stocks, bonds, and government securities, not otherwise listed under Items 6 or 7.
,~ .. -,.,
(c) Describe other property owned or held for the production of income not otherwise"olsclosed 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 tanotote personal property unless such property was held primarily for sale or exchange.
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Jasperstone Country Club Estates Passive investor for a Proposed subdivision Jasperstone Partners 2637 South 158 Plaza, #10 Omaha, NE 68130
ITEM 10
I
o
Name Address
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.
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
ITEM 11
I
SOURCES OF GIFTS OF A VALUE OF MORE THAN $100 RECEIVED EXCEPT GIFTS FROM RELATIVES. (See definitions)
Occupation or nature of business of Donor Mother Value of Gift (See Key Below) Choose Value: Description of Gift and Circumstances or Occasion for Gift Annual gift
Name and address of Donor
Wanda S. Suttle 4000 Outlook Drive Hurricaine, WV 25526
Choose Choose Choose Choose Choose Choose Choose
Value: Value: Value: Value: Value: Value: 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; B) $200.01 to $500; C) $500.01 to $1,000; D) $1,000.01 or more.
ITEM 12
I SIGNATURE
OF FILER AND DATE.
I hereby state that I have used all reasonable diligence in the preparation of this Statement and that to the best of my knowledge. and complete.
I~. true is
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(Date)
,
-
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,
NEBRASKA ACCOUNTABILITY AND DISCLOSURE COMMISSION
11th Floor, State Capitol =.o. Box 95086 Lincoln, NE 68509 (402) 471-2522
BEFORE COMPLETING READ FILING REQUIREMENTS
n
,~
(' )
'.
STATEMENT OF FINANCIAL INTERESTS
NADC FORM C-1
162//7/ [) 1 ~~"'Q197
PO~J~RK DJD¥IFJ~t:J$~QNL Y
L I f'q t" lJ Lff.ti
·11
L
f!BR1\~~~(,)\l) ~
b Ii 1" Y f' I' ~jk.1'" S I·"~,; I . ~\Jl" I,,).
l(
tl\!
~~~CT~H Alr\f:f{f~3KA
IF.
ti i'r:()[i U
(1(;IIj
>d: iSr.1 ['1
.
• Candidates for designated offices and holders of designated offices and positions must file this statement. See Sections 1A and 1B of the instructions. • Candidates (including incumbents) subject to this filing requirement must file with the Commission and with the appropriate election official (See .Instructions). . • Designatedtiffi~(jldersand holders of desigriatedpositions must file this statement with the Commission annually. • Dollar values need not be report for any item, except Item 11. • Persons who fails to file as required is subject to a civil penalty of up to $2,000. ITEM 1 I YOUR NAME, ADDRESS AND PHONE NUMBER Name Address Suttle LAST James FIRST
H
MIDDLE
Telephone No. Omaha CITY
402-571-0602 NE 68152 STATE ZIPCODE
6054 Country Club Oaks Place STREET ADDRESS ORRURALROUTE
ITEM 2
I OCCASION
FOR FILING (Check Appropriate
Box)
~ A candidate for elective office ~ Annual officeholder's or state employee's report ITEM 3
o Left office or position o Newly appointed to office or position
See Term:
OFFICE HELD & TERM OF OFFICE (Incumbent elected/appointed officials and state employees. IB of instructions) 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: Omaha City Council
I
6/6/05
BEGINS
6/6/09
ENDS
Name of City, County, District, or State Agency: ITEM 4
Qmaha, Douglas County, District 1 See 1A of instructions)
I OFFICE
SOUGHT (Candidates
only.
List the office sought which requires this filing. Office: Mayor Name of City, County, District, or State Office: ITEM 5 Omaha, Douglas County,
I PERIOD
COVERED BY THIS STATEMENT
This statement rny~t cover all financial interests for the entire "preceding calendar year" and not just as of year-end. If you have ~eftQ~ce, this st~l~ment must cover all financial interests ·fromthe.<endofthe calendar year forwhich you previously filed up to and Including the da1~Y~uleft office.
;"~~}T '
~
This statement covers the preceding
calendar year January1 through December 31, to
2008
D
Left office, this statement covers the period January 1,
(DATEYOULEFTOFFICE ORPOSITION)
I
Revised August2007
o
ITEM 6
()
I SOURCES
OF INCOME OF OVER $1,000
Income includes money or any other form of recomoense constitutina income under the Internal Revenue Code. (See definitions) List the nature of the source's business and the nature of the services you Name and address of any source" (including an individual, business, rendered or the circumstances under which income was received. NOTE: Do not body of government, political subdivision or body corporate) from whom income of over $1,000 was received. list the amount ofthe income. 1.) Conley Investment, Inc 9300 Underwood Ave., #100 Omaha, NE 68114 1a.) Investment portfolio, bonds, stocks, funds
2.)
FBG Services 407 S. 27 Avenue Omaha, NE 68131
2a.)
Borad of Directors meeting fees
3.)
City of Omaha 1819 Farnam St. Omaha, NE 68183
3a.)
Salary
4.)
Principal Financial Group 4141 Park Lake Ave., #400 Raleigh, NC 27612
4a.)
Diamond Plus Deferred Comensation
Plan
*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 BUSINESSES
WITH WHICH YOU ARE ASSOCIATED (See definitions)
Name and address of all businesses, organizations, or associations (profit 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 1.) Salvation Army 3612 Cuming Street Omaha, NE 68131 1a.) Board of Directors Nature of Association
2.)
Alonzo Harry Suttle Trust 6054 Country Club Oaks Place 'Omaha, NE 68152
2a,)
Trustee
3.)
Wanda S. Suttle Accounts 6054 Country Club Oaks Place Omaha, NE 68152
3a.)
Power of Attorney; Trustee
4.)
FBG Services 407 South 27 Ave. Omaha. NE 68131
4a.)
Borad of Directors
5.)
Omaha Council Bluffs Metropolitan Area Planning Agency 2222 Cuming St. Omaha, NE 68102
5a,)
Board of Directors
'.
6.) 7.)
()
6a.) 7a).
() ~
ITEM 8
I
REAL PROPERTY OF THE FILER IN NEBRASKA (Real property valued at less than $1,000 and your personal residence need not be reported.)
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 of 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 aardens. Nature of Property Location of Property (such as: agricultural, commercial, industrial, residential-rental) (Description or Address 6054 Country Club Oaks Place Omaha, NE 68152 'Home residence
ITEM 9
I OTHERFINANCIAL
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
Address 1600 Dodge Street Omaha, NE 68102
(a) List the names and addresses of the institutions in which you had checking and savings accounts and certificates of deposit. Financial Institution First National Bank of Omaha
'<,
(b) List the names of the issuers
of all stocks, bonds, and government securities, not otherwise listed under Items 6 or 7.
,~ .. -,.,
(c) Describe other property owned or held for the production of income not otherwise"olsclosed 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 tanotote personal property unless such property was held primarily for sale or exchange.
n
r')I---7--~---::--:::-::--:~-:--:-:---'
Jasperstone Country Club Estates Passive investor for a Proposed subdivision Jasperstone Partners 2637 South 158 Plaza, #10 Omaha, NE 68130
ITEM 10
I
o
Name Address
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.
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
ITEM 11
I
SOURCES OF GIFTS OF A VALUE OF MORE THAN $100 RECEIVED EXCEPT GIFTS FROM RELATIVES. (See definitions)
Occupation or nature of business of Donor Mother Value of Gift (See Key Below) Choose Value: Description of Gift and Circumstances or Occasion for Gift Annual gift
Name and address of Donor
Wanda S. Suttle 4000 Outlook Drive Hurricaine, WV 25526
Choose Choose Choose Choose Choose Choose Choose
Value: Value: Value: Value: Value: Value: 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; B) $200.01 to $500; C) $500.01 to $1,000; D) $1,000.01 or more.
ITEM 12
I SIGNATURE
OF FILER AND DATE.
I hereby state that I have used all reasonable diligence in the preparation of this Statement and that to the best of my knowledge. and complete.
I~. true is
(ffiA~
(8;G"""71
I
-:~~a ->/
.
A-~ --.-
}v/;1/0f
{.
~
(Date)
