Amy Matthisen Penson

STATE ETHICS COMMISSION For taf Use Only SZ 2024 STATEMENT OF ECONOMIC INTEREST | 0,1, coves ti B RECEIVED Nag Please review carefully and confirm that all questions are answered. MAR 18 204 Incomplete SEIs will not be accepted. [ [hwy [Matthisen [Pensen | | othermal Conmvuntly Gllege [Controller /Toderim CFO | Reason for Filing (Complete all that apply.) State Government Job [List marma(e) of All State Boards on Which You Are Serving or Specity agency and positon: [To Which You Are Being Appointed for Tsothermal Communi lolled | Position: Who appointed Your onteoter / Interim CF0 [7 | Currently Serving as a Judicial Officer (Specty ofice) | Currently Serving as a Legislator (Specify House or Senate) TE Vous candidats or & Covered ofa? (OEE i SE ——— Fiesse Tot he ofice ond county —— Tappcabier Supreme, Superior Court; Court of Apes; Clerk of Court; DA; Legislator; Coundilf State) [ves gto Do any Immedite family membera®* currently reside In your Fousehold? dyes Ono “Immediate family” Includes your spouse (unless legally separated) and unemancipated minor children (under 16). It also includes members of your extended family (your and your spouse's children, grandchidren, parents, grandparents, nd sbings, and the spouses of each of those parsons) who reside in yourhousehold. 1 yes, st the full name of all immediate family members residing in your household. *=List only Intl of unemancipated minors (under 1) in section" below and full names on “Confidential Form" at he and of SEL+* [Eee pe Wr NE [TTY TTT David Joel Peron Ih sband [Reber Gul (sty din, | Cowndy Sthools | The SEX and any attachments, excluding the Confidential Form, are publicrecords Page oft Ty ES —s dives Ono omnes | sown ere | aon | iano cum | ae Te NY TT 3 sof December 31, 2023, dd you or any mambers of your immediat family own any of th following financial interests Valued st $10,000 or more? A Stock in a publicly owned company? ves Ono List the name of each company in which you own holdings of $10,000 or more. Do not fst the number of shares options, or tha value of your holdings. » Include stocks held individually o n a portfolio managed by a financlal services company. > Do aa Is Interests in 2 widely held Investment fund (including mutual funds, regulated Investment companies, or pension or deferred compensation plans): 1. the fund is publicly traded, or ts assets re widly diversified; and 2. neither you nor an immediate family member are abla to control the fund's assets. Owner of Interest Full Name of Company or ticker symbol Rwy M. Pen son WTRG Essential Uilikies 5. Stock options n & company or business? Oves [No amar Sf occ Opton Fall Nama of Company or ticker symbol < Tnterasts in a non-publicly owned company or business entity. Thaze Include Intarasts In 50a partnerships, limited partnerships, font ventures, imited liabilty companies, limited abilty partnerships, and closely held corporations. [I¥es KiNo~ 1f"No," proceed to question 4. [ ownerotmmere | Name of Company or Business Entity “C(2). For each company or business enty Identfed In question 3.C. (the “primary company”), please Ist the a of any other companies or business eniies in which th primary company owns securities o aquly Inte: Valued at over $10,000, fknown. ‘Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company (the Primary Company listed in 3.C. ‘Owns Security or Equity Interests Clone or not known The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 10 OYes [No 1) 3 Norman Matthisen Reve cabie Amy M Penson Bospe, NG [Tomer en custee Benicar ves Ono “credit union," “individual,” etc.) [ED I fo 11, Penson [thermal town 005¢] Gorin tonge | Woges | The SEX and any attachments, excluding the Confidential Form, are public records. Page dof 10 7 po Porson stant Toa] TE, en Weg Sgr [amsoteuson | nesionsip to rir | womercompary | Rworrunen | r— rrr rr I EE ES EE I EE EE EE 1 I I A rr I rr negligence) 11. During 2023, were you a licensed professional (other than an attorney) or dd you provide consulting services. Individually or 2s a member of a professional association for which you charged or were paid over $10,000? I RS A 12. Are you or your employer, or any members of your Immediate family, or thelr amployerscurrently: «licensed by the State board or agency with which you are or willbe associatedor = reguiated by the State board or agency with which you are or will be associatedor «In business relationship with the State board or agency with which you are or willbe associated? 0 ¥es No [J Legilator/3udical Officer - You are not required to complete this question Ifyou are fing because You are a legislator or a judicial offcer or as a candidate or appointee to those offices. However, if you are aso fing as & member of a State board or as a State employee, please answer “yes” or "no" to ths question. I “yes,” provide the following Information. Name of Employer Type of Relationship (if applicable) (Licensing, Regulatory, Business) 13. Have you or & member of your Immediate family bean registered as a lobbyist within the 12 months preceding your fling of this SEI? [Yes &No 1F"yes,” provide the following Information. Name of Lobbyist Lobbyist's Principal Date of Registration Registration Expiration Other Disclosures 14. During 2023, aftr you were appointed, employed, o fled or were nominated 2s a candidate, did you + recaive any "gif(s)" exceading $200 per quarter from person or group of persons acting together, «when both you and those person(s) were outside NorthCarolina, + under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply. 3 Oves RNo b Do not report gifts given by members of your extendedfamily. Do not report gifts you have previously reported on the "Expense Report for Exemptedpersons.” Date Item Received| Name and Address of Donor(s) | Describe Item Received | The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 10 “scholarship” is agrant-in-aid, either director indirect, to attenda conference, meeting, or similar event, including travel, lodging, meals, and other similar expenses. OYes [No [)Judical Officer - You are not required to complet this question f you are ling ys a ful Myes RNo distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” ested s fndraar ot our residence or place fous? oe Affirmation The formation provided n this Statement of Economic Interest and any ttashments ar re, complet, and accurate the bes of my knowledge and blr have not transfered, and wil not transfer, ay asset, intrest, or property fo the purpose of concealing fom siosra whl retain an SquRabI are understand tha my Statement of Economic Interest and any attachments except fo the Confidential Form regarding Unemanipated Chan sre pose ecards. have read and understand the folowing sattes: N.C.G5. § 1384.26, Concesing o fling t disclose material information. fing parson who knowingly conceals o knowingly fl to disclose formation hat Is required to b disclosed Ora Saran oF stoma here hal be lh Of a Cavs 3 agement and Smock to SREPITATY Sion unde G5. 159m05. NEG. § 1368-27, Panty for fsa information, A fing person who provides fle Information on a sttament of econamic rere... knowing tht the norman 1 5a 5 Gulty of 8 Coss slny and shll 50 subject to Asiplnary acon under G.5. 1308-45. Taffy under penalty of perjury tha the foregoing s true and correct Mie f Lou 315-202! Signature (| Date An I Penson Frined Name ‘Submit signed, original documents only. Do not fax or e-mail this form. oe ee ————————————————————————— The SEE and any attachments, excluding the Confidential Form, are public records. Page 100110