North Carolina

Barbara Gale Beatty

19 filings · 2015–2026
Greater Hickory MPO (TAC)Local Health Department Accreditation Board

Filings

2026 Greater Hickory MPO (TAC)
Document text
This entire document is a public record. STATE ETHICS COMMISSION 2026 STATEMENT OF ECONOMIC INTEREST NO-CHANGE FORM ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Ms. Barbara Gale Beatty Reason for Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job or Post-Service Filer (Specify agency and position.) Board/Commission (List the complete names of all State boards on which you are serving or are being considered.) Greater Hickory MPO (TAC) Judicial Officer, Post-Service Filer, or Appointee (Specify office) Legislator, Post-Service Filer, or Appointee (House or Senate) This entire document is a public record. AFFIRMATION I have carefully reviewed my most recently filed Statement of Economic Interest Long Form and my responses continue to be true, correct, and complete to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my No Change Form is a public record. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and . . . subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 01/22/2026 Signature Date Barbara Gale Beatty Printed Name Submit signed, original documents only. Do not fax or e-mail this form.
2025 Greater Hickory MPO (TAC)
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The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 10 STATE ETHICS COMMISSION 2025 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Ms. Barbara Gale Beatty Current Employer Job Title Retired Retired Nature or Type of Business Retired Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job or Post-Service Filer (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Greater Hickory MPO (TAC) Judicial Officer, Post-Service Filer, or Judicial Officer Appointee (Specify office.) Legislator, Post-Service Filer, or Appointee to Legislative Office (Specify House or Senate.) A. Do any immediate family members reside in your household? ☐ Yes ☒ No On this form, ”immediate family” includes your spouse (unless legally separated) and unemancipated children (minors under 18 years of age). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 10 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2024, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County Barbara Gale Beatty (Self) 100.00% Maiden Catawba Barbara Gale Beatty (Self) 100.00% Conover Catawba B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2023 or 2024, did you or any members of your immediate family sell or buy personal property worth $10,000 or more to or from the State of North Carolina? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 10 Financial Interests 3. As of December 31, 2024, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☐ Yes ☒ No ► Include stocks held individually of in a portfolio managed by a financial services company Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☐ Yes ☒ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 4. As of December 31, 2024, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2025 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov/seis ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 10 5. As of December 31, 2024, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Do not disclose the amount of the debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2024. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. You must disclose your receipt of salary or wages from any governmental or private entity, including those already listed in response to other SEI questions. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security retirement, survivors, or disability benefits Recipient of Income Name of Person or Entity from Which Income Was Received Type of Business/Industry Type of Income Barbara Gale Beatty (Self) Catawba County Government Salary Barbara Gale Beatty (Self) UBS Charlotte-Candace Cline Financial Insitution Dividends Barbara Gale Beatty (Self) Linda Westerheide N/A Other type of income The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 10 Professional and Civic Relationships 7(a). During 2024, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do NOT list State boards or entities, or entities created by local governments. ► Do NOT list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Barbara Gale Beatty (Self) Director North Carolina Assoc. County Commissioners Voice of 100 counties on issues considered by the General Assembly, Congress, State and Federal agencies. 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business North Carolina Assoc. County Commissioners None or Not Known 8. During 2024, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☒ No ☐ Legislator/Judicial Officer -You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 10 9(a). List the name of each for profit business with which you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2024. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2024, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☒ No ☐ Judicial Officer/State Attorney/In House/Employee Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2024. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2024, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 10 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☒ No ☐ Legislator/Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2024, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 15. During 2024, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☒ No ☐ Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2024 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 10 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If yes, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If yes, you must indicate whether during 2024 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 10 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 04/04/2025 Signature Date Barbara Gale Beatty Printed Name
2024 Greater Hickory MPO (TAC)
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The SEI and any attachments, excluding the Confidential Form, are public records. Page 1 of 10 STATE ETHICS COMMISSION 2024 STATEMENT OF ECONOMIC INTEREST ELECTRONIC FILING This entire form must be completed to fulfill your ethics filing obligation. Filer’s Name (First, Middle, Last) Prefix First Name Middle Name Last Name Suffix Ms. Barbara Gale Beatty Current Employer Job Title Retired Retired Nature or Type of Business Retired Reason For Filing (Complete all that apply.) Are you a CANDIDATE for elected office? ☐ Yes ☒ No If yes, for what position are you seeking election? (Specify name of office seeking in box below.) Do you currently hold this position? ☐ Yes ☐ No State Government Job (Specify agency and position.) Board/Commission (List complete names of all State boards on which you are serving or are being considered.) Greater Hickory MPO (TAC) Judicial Officer or Judicial Officer Appointee(Specify office.) Legislator or Appointee to Legislative Office(Specify House or Senate.) A. Do any immediate family members reside in your household? ☐ Yes ☒ No On this form, ”immediate family” includes your spouse (unless legally separated) and unemancipated children (minors under 18 years of age). It also includes members of your extended family (your and your spouse’s children, grandchildren, parents, grandparents, and siblings, and the spouses of each of those persons) who reside in your household. List the full name of all adults and emancipated minors in your household. Minors are children under 18. They are emancipated by marriage, enlistment in the US military, or court order for emancipation. Full names of Adults and Emancipated Minors Relationship Employer Job Title Nature of Business The SEI and any attachments, excluding the Confidential Form, are public records. Page 2 of 10 B. List only the initials of all unemancipated minors in your household below. A minor is a child under 18 years old. List the full name of each minor child on the Confidential Form at the end. Initials of Unemancipated Minors Relationship Employer Job Title Nature of Business Property Interests 1. As of December 31, 2023, did you or any members of your immediate family: A. have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? ☒ Yes ☐ No Owner of Real Estate % Ownership Interest Location by City Location by County Barbara Gale Beatty (Self) 100.00% Maiden Catawba Barbara Gale Beatty (Self) 100.00% Conover Catawba B. lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? ☐ Yes ☒ No Name of Lessor Name of Lessee (Renter) If Real Estate, Location by City & County If Personal Property, Describe 2. At any time during 2022 or 2023, did you or any members of your immediate family sell or buy personal property worth $10,000 or more to or from the State of North Carolina? ☐ Yes ☒ No Name of Purchaser Name of Seller Type of Property The SEI and any attachments, excluding the Confidential Form, are public records. Page 3 of 10 Financial Interests 3. As of December 31, 2023, did you or any members of your immediate family own any of the following financial interests valued at $10,000 or more? List each company individually. A. Stock in a publicly owned company? ☐ Yes ☒ No ► Include stocks held individually of in a portfolio managed by a financial services company Do not list interests in a widely held investment fund (including mutual funds, regulated investment companies, or pension or deferred compensation plans) if: 1. the fund is publicly traded or its assets are widely diversified; and 2. neither you nor an immediate family member are able to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol B. Stock options in a company or business? ☐ Yes ☒ No Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity? These include interests in sole proprietorships, partnerships, limited partnerships, joint ventures, limited liability companies, limited liability partnerships, and closely held corporations. ☐ Yes ☒ No - If “No,” proceed to question 4. Owner of Interest Name of Company or Business Entity C (1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entities in which the Primary Company owns securities or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity (the Primary Company) Other Companies in which the Primary Company Owns Security or Equity Interests None or Not Known C (2). If you know that any entity listed in 3.C or 3.C(1) above has any material business dealings or business contracts with the State of North Carolina, or is regulated by the State, briefly describe that business activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 4. As of December 31, 2023, were you or any members of your immediate family the beneficiaries of a vested trust with a value of $10,000 or more that you created, established, or controlled? Do not list assets held in blind trusts. See 2024 SEI Helpful Tips for the definition of “Vested Trust” and “Blind Trust.” https://ethics.nc.gov/seis ☐ Yes ☒ No Name and Address of Trustee Description of the Trust Your Relationship to the Trust The SEI and any attachments, excluding the Confidential Form, are public records. Page 4 of 10 5. As of December 31, 2023, did you any members of your immediate family have liabilities of $10,000 or more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student loans, personal loans and intra-family debt. Do not disclose the amount of the debt. ☐ Yes ☒ No Name of Debtor Type of Creditor (commercial Bank, credit union, individual, etc.) 6. List each source of income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2023. Include salary, wages, state/local government retirement income, professional fees, honoraria, interest, dividends, rental income, business income, and other types required to be reported on State and federal tax returns. You must disclose your receipt of salary or wages from any governmental or private entity, including those already listed in response to other SEI questions. Do not include income received from the following sources: ► Capital gains ► Federal government retirement ► Military retirement ► Social security retirement, survivors, or disability benefits Recipient of Income Name of Person or Entity from Which Income Was Received Type of Business/Industry Type of Income Barbara Gale Beatty (Self) Catawba County Government Salary Barbara Gale Beatty (Self) UBS Charlotte-Candace Cline Financial Insitution Dividends Barbara Gale Beatty (Self) Linda Westerheide N/A Other type of income The SEI and any attachments, excluding the Confidential Form, are public records. Page 5 of 10 Professional and Civic Relationships 7(a). During 2023, were you or any members of your immediate family a director, officer, governing board member, employee, independent contractor, or registered lobbyist of a nonprofit corporation or organization operating in North Carolina primarily for religious, charitable, scientific, literary, public health and safety, or educational purposes? ☒ Yes ☐ No - If “No,” proceed to question 8. ► Do NOT list State boards or entities, or entities created by local governments. ► Do NOT list organizations of which you are a mere member. Name of Person Position Name of Nonprofit Corporation or Organization Nature or Purpose of Organization Barbara Gale Beatty (Self) Director North Carolina Assoc. County Commissioners Voice of 100 counties on issues considered by the General Assembly, Congress, State and Federal agencies. 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, briefly describe the nature of that business, if known or with due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business North Carolina Assoc. County Commissioners None or Not Known 8. During 2023, were you or any members of your immediate family a director, officer, or governing board member of any society, organization, or advocacy group with an interest in matters over which your agency or board may have jurisdiction? ☐ Yes ☒ No ☐ Legislator/Judicial Officer -You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ►Do not list organizations of which you are only a member and do not serve in a leadership role. Name of Person Name of Society, Organization, or Advocacy Group Leadership Position (Director, Officer, Board Member) The SEI and any attachments, excluding the Confidential Form, are public records. Page 6 of 10 9(a). List the name of each for profit business with which you or a member of your immediate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2023. Name of Person Relationship to Filer Name of Company Role of Person No Business Associations 9(b). If you know that any entity listed in 9(a) above had any material business dealings or business contracts with the State of North Carolina or was regulated by the State as of December 31, 2023, briefly describe that activity. Name of Company or Business Entity Description of Business Activity with the State None or Not Known 10. Are you a practicing attorney? ☐ Yes ☒ No ☐ Judicial Officer/State Attorney/In House/Employee Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2023. ☐ Administrative ☐ Admiralty ☐ Corporate ☐ Criminal ☐ Decedent’s Estates ☐ Environmental ☐ Insurance ☐ Labor ☐ Local Government ☐ Real Property ☐ Securities ☐ Tax ☐ Tort litigation (including negligence) ☐ Utilities Regulation ☐ Other category not listed 11. During 2023, were you a licensed professional (other than an attorney) or did you provide consulting services individually or as a member of a professional association for which you charged or were paid over $10,000? ☐ Yes ☒ No Type of Business Nature of Services Rendered The SEI and any attachments, excluding the Confidential Form, are public records. Page 7 of 10 12. Are you or your employer, or any members of your immediate family, or their employers currently:  licensed by the State board or agency with which you are or will be associated or  regulated by the State board or agency with which you are or will be associated or  in a business relationship with the State board or agency with which you are or will be associated? ☐ Yes ☒ No ☐ Legislator/Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. Name of Person Name of Employer (if applicable) Type of Relationship (Licensing, Regulatory, Business) 13. Have you or a member of your immediate family been registered as a lobbyist or lobbyist principal within the 12 months preceding your filing of this form? ☐ Yes ☒ No Name of Lobbyist Lobbyist’s Principal Date of Registration Registration Expiration Other Disclosures 14. During 2023, after you were appointed, employed, or filed or were nominated as a candidate, did you  receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together,  when both you and those person(s) were outside North Carolina,  under circumstances that would lead a reasonable person to conclude the gifts were given for lobbying? To answer Yes, all three conditions must apply ☐ Yes ☒ No ► Do not report gifts given by members of your extended family. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received Name and Address of Donor(s) Describe Item Received Estimated Market Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 15. During 2023, after you were appointed, employed, or filed or were nominated as a candidate, did you  accept a “scholarship” exceeding $200 related to your public position from a person or group of persons acting together,  when those person(s) were outside North Carolina? To answer Yes, both conditions must apply A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ☐ Yes ☒ No ☐ Judicial Officer - You are not required to complete this question if you are filing solely because you are a legislator or judicial officer or as a candidate or appointee to those offices. ► Do not report gifts you have previously reported on the “Expense Report for Exempted Persons.” ► Legislators are not required to report scholarships paid by a nonpartisan legislative organization of which the legislator or the General Assembly is a member, participant, or affiliate. Date of Scholarship Name and Address of Donor(s) Describe Event Estimated Market Value 16. Have you been appointed or considered for appointment to a covered board by the Governor or another Council of State member? Council of State members are: ► Governor ► Lt. Governor ► Secretary of State ► State Auditor ► State Treasurer ► Superintendent of Public Instruction ► Attorney General ► Commissioner of Agriculture ► Commissioner of Labor ► Commissioner of Insurance ☐ Yes ☒ No If “Yes,” list all contributions you made in 2023 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. ► Contributions are defined broadly in N.C.G.S. 163-278.6(6) and include “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to The SEI and any attachments, excluding the Confidential Form, are public records. Page 9 of 10 17. Are you an appointee or prospective appointee as: a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governor; or b. a North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or c. a member of any of the following boards:  ABC Commission  Coastal Resources Commission  State Board of Education  State Board of Elections  Division of Employment Security  Environmental Management Commission  Industrial Commission  Human Resources Commission  Rules Review Commission  Board of Transportation  Utilities Commission  Wildlife Resources Commission ☐ Yes ☒ No If “No,” proceed to question 18. d. If yes, were you appointed or are you being considered for appointment to that position by a Council of State member? ☐ Yes ☒ No If “No,” proceed to question 18. e. If yes, you must indicate whether during 2023 you engaged in any of the following activities with respect to or on behalf of the candidate or campaign committee of the Council of State member who appointed you: i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected contributions to the candidate or committee? ☐ Yes ☐ No ii. Hosted a fundraiser at your residence or place of business? ☐ Yes ☐ No iii. Volunteered for campaign-related activities, including phone banks, event assistance, mailings, canvassing, surveying, or any other activity that advances the campaign of a candidate? ☐ Yes ☐ No 18. Have you ever been convicted of a felony for which you have not received either: (i) a pardon; or (ii) an order of expungement? ☐ Yes ☒ No Offense Date of Conviction County of Conviction State of Conviction 19. Are you aware of any other information that you believe may assist the Ethics Commission in advising you concerning your compliance with the State Government Ethics Act? ☐ Yes ☒ No If yes, please provide that information below. The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 of 10 Affirmation The information provided in this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belief. I have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. I understand that my Statement of Economic Interest and any attachments except for the Confidential Form regarding Unemancipated Children are public records. I have read and understand the following statutes: N.C.G.S. § 138A-26. Concealing or failing to disclose material information. A filing person who knowingly conceals or knowingly fails to disclose information that is required to be disclosed on a statement of economic interest . . . shall be guilty of a Class 1 misdemeanor and subject to disciplinary action under G.S. 138A-45. N.C.G.S. § 138A-27. Penalty for false information. A filing person who provides false information on a statement of economic interest . . . knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 138A-45. I affirm under penalty of perjury that the foregoing is true and correct. Filed Electronically 05/09/2024 Signature Date Barbara Gale Beatty Printed Name
2022 Local Health Department Accreditation Board
Document text
_ [Eo a Fd STATE ETHICS COMMISSION bats Reseiveds Lat ae) SHIH 2022 STATEMENT OF ECONOMIC INTEREST . ig) RECEIVED = No Change Form APR 12 709 This entire form must be completed to fulfill our SEX filing obligation. C ETH ve 9 obiig CS Commission | =: FirstName | Middle Name Last Name Suffix fren — R [Me Bahar Gale ca Reason for Filing (Complete al that apply.) State Government Job (speciy agency and postion.) | Boara/Commissian (Lt th complete names of all State 4 boards on which you are serving o are being considered.) cater Hickovq MPO [TAG I 770 AE LATA SO, Currently Serving as 3 Judicial Office (Specify fice.) | Currently Serving a5 a Legiiator (Specty House or Senate.) ‘Are you 2 CANDIDATE for a covered elected office? | | f Yes, specty the office and District County: (District or Superior Cour, Court of Appeals, Supreme Cour, Clerk of Court, District Attorney) ves Eo AFFIRMATION 1 have carefully reviewed my mos: recently filed Statement of Economic Interest Long Form and my responses continue tobe true, comect, and comple t the best of my Knowledge and bell. 1 have not transfered, and wil not ransfer, any asset, interest, or property forthe purpose of concealing f from disclosure whe retaining an equitable interest I understand that my No Change Form is a public record Ihave read and understand th following statutes: N.C.GS. § 138426. Concealing or aling to disclose material information A fling person who knowingly conceals or knowingly fis to disclose information that s required to be disciosed on a statement of economic ntrest . . shall be Guity of a Class 1 misdemeanor and. Subject to disciplinary action under G.5. 138A.45, N.C.G.S. § 1384-27. Penalty for fase information. A fling person who provides fase Information on a statement of economic interest . . knowing that the information fais uit of a Clas H felony and shal be Subject t disciplinary action under G.5. 136A-45 T affirm under penalty of perjury that the foregoing is true and correct. | Balan Foidy) Date ( y Printed Name | Submit signed, original documents only. Do not fax or e-mal this form. _ | This document is a public record.
2022 Greater Hickory MPO (TAC)
Document text
_ [Eo a Fd STATE ETHICS COMMISSION bats Reseiveds Lat ae) SHIH 2022 STATEMENT OF ECONOMIC INTEREST . ig) RECEIVED = No Change Form APR 12 709 This entire form must be completed to fulfill our SEX filing obligation. C ETH ve 9 obiig CS Commission | =: FirstName | Middle Name Last Name Suffix fren — R [Me Bahar Gale ca Reason for Filing (Complete al that apply.) State Government Job (speciy agency and postion.) | Boara/Commissian (Lt th complete names of all State 4 boards on which you are serving o are being considered.) cater Hickovq MPO [TAG I 770 AE LATA SO, Currently Serving as 3 Judicial Office (Specify fice.) | Currently Serving a5 a Legiiator (Specty House or Senate.) ‘Are you 2 CANDIDATE for a covered elected office? | | f Yes, specty the office and District County: (District or Superior Cour, Court of Appeals, Supreme Cour, Clerk of Court, District Attorney) ves Eo AFFIRMATION 1 have carefully reviewed my mos: recently filed Statement of Economic Interest Long Form and my responses continue tobe true, comect, and comple t the best of my Knowledge and bell. 1 have not transfered, and wil not ransfer, any asset, interest, or property forthe purpose of concealing f from disclosure whe retaining an equitable interest I understand that my No Change Form is a public record Ihave read and understand th following statutes: N.C.GS. § 138426. Concealing or aling to disclose material information A fling person who knowingly conceals or knowingly fis to disclose information that s required to be disciosed on a statement of economic ntrest . . shall be Guity of a Class 1 misdemeanor and. Subject to disciplinary action under G.5. 138A.45, N.C.G.S. § 1384-27. Penalty for fase information. A fling person who provides fase Information on a statement of economic interest . . knowing that the information fais uit of a Clas H felony and shal be Subject t disciplinary action under G.5. 136A-45 T affirm under penalty of perjury that the foregoing is true and correct. | Balan Foidy) Date ( y Printed Name | Submit signed, original documents only. Do not fax or e-mal this form. _ | This document is a public record.
2021 Local Health Department Accreditation Board
Document text
For Sta Use Only Gr STATE ETHICS COMMISSION a" gat) RECEI Hl i) 2021 STATEMENT OF ECONOMIC INTEREST VED = | curemn This entire form must be completed to fulfill INC ETHICS COMMISSION your ethics filing obligation. [Filer's Name. (First, Middle, Last) Prefix | First Name | Middie Name Last Name. Suffix Ms fai le. Leatty Current Erpiayer [ob Te {2 I OR SA. Fram 0 [keh ek Nature or Type of Business Reason for Fling (Complete al tat spp.) ] State Government Jab (Spechy agency and postion.) | Board/Commission (LSE the Complete names of 1 State boards on which you are serving or are being cons dered.) Cheon thekony MAO Frac NCLHD Cieorid dahon Bear L Suda Officer (Specify office.) Legislator (Speclfy House or Senate.) A. Do other immediate family members reside in your household? Ove Oe On this form, "immediate family” ncuces your spouse (uness legally separated). It also includes members of your extended family (your and your 530uses ch Gren, arandcndren, parents, grandparents, and Sbings, and the 3p0uses of each of those persons) who reside n your household. List the full name of all adults and emancipated minors in your household. Minors are chldren under 18. They are emancipated by marrage, enlistment i the US Miltary, or Cour orcer for emane pation Full names of Adults and | Relationship Employer Job Title Nature of Business ‘Emancipated Minors. - | — The SEI and any attachmants, excluding the Confidential Form, are public records. Page 1 of 10 B. List only the Inia of al snemancipated minors in your household slow. A minor fsa chil under 18 years ol List the ull name of each minr child on the Confidential Form a the end. | pr Relationship Tempiover | dobTitle | Nature of Business I I Property Interests pp m———— A. have an ownership interest in North Carolin eal state (including your residence) with a market vale of $10,000 a rE Ono Owner of Real Estate| % Ownership Interest | Location by Gity Location by Gouy | Rada Beadty| 10 taiden | Caduudloa | B Jesas o rent eal toe or persona property 1 o from the State of North Caran wih market value of $10,000 Oves mds | Warne of Lessor Name of Lessee If Real Estate, Location | If Personal Property, Renters oy Cio 8 County Describe 2 weary Se ging E055 5 20303 you amy eos of your meats Fay sav o buy fam Te Sate of No Cora sana, raere worth $16,008 o mores Oves fe Ware of Purchaser Name of Seller Type of Property — . The SEE and any attachments, excluding the Confidential Form, are public records. Page 201 10 Financial Interests 3. As of December 31, 2020, did you or any members of your immediate family own any of the following financial interests Valued at $10,000 or more? List each company Individually. A. Stock in a publicly owned company? Lives © > Do not lst interests in 3 wiely neld investment furc (including mutual funds, regulated Investment companies, or pension or deferred compensation plans) if: 1. the fun is pubic traded or is assets are widely diversified; and 2. neither you nor an immediate family member are abe to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol B. Stock options In a company or business? Cves @6 EE — Owner of Stock Option |Full Name of Company (Do not use a ticker symbor) C. Interets in a non-publicly owned company or business entity? These Induce mteress in sole proprietorshos, pertnerships, limited partnerships, Jant ventures, Imted iapiy companies, lied abiity parinershios, and Closely held corporations. ves (BG IN," proceed to question 4, | Owner of Interest Name of Company or Business Entity C(1). For each company or business entity identified in question 3.C. (the "Primary Company"), please list the names of any other Companies or Business entHES in which the Primary Company owns Securtics or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity | Other Companies In which the primary Company (the Primary Company) Owns Security or Equity Interests. [I None or not known S— —————————— The SEI and any attachments, excluding the Confidential Form, are public records. Page 30f 10 €(2). If you know that any entity listed in 3.C or 3.C(1) above has any material business cealings or business | Conraces with the Sate of Non Carag, of i reduiated by the Stare, bify Gescrine tra Business ctr: Name of Company ar Business Entity Description of Business Activity with the State Dione or Not known — = EE 2 of December 31, 2020, were yay o any members of your Immedate fami the beneficanes of vested trust with Salve of $10,000 or more that you crested, emapished, or comraled Do not list assets held in blind trusts. See SEI Heloful Tips for the definition of "Vested Trust” and "Blind Trust https: //ethig Oves we Name and Address of Trustee Description of the Trust Vour Relationship to the Trust 5. of December 31, 2020, 4d you any members of your immediate fami have abies of $10,000 or more, excluding he gsc an Your Biman pereonal TeSGEncey Examples ince EGR Cad Sebi, auto oars, Soden Ioan, Personal ans and mira fami Gabe we no Name of Debtor N Type of Creditor (commercial Bank, credit union, Individual, atc) ontevican Honda Fpancial Lado Financ 6. List cach source of Income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2030. ncode Sar, wads, sateiotal gouermen feteman income, professional fee, Ronorana, Interest, dh donds, rental income, SUSInGss Income, nd athe types reared to be reporied an State and Federal to returns. Please remember o disclose your receipt of Salary of wages from any governmental or private entity. Do mot incude income received rom the following sources: Capital gains Federal government retrement Miltary retement Social securty income/SSOI Recipient of Income Name of Source Type of Type of tncome Bleiness Industry 1 had no reporiab incame over $5,000 in 2020 Pavbara” Br stu Cavity Crit dary The SET and any attachments, excluding the Confidential Farm, are public records. Page 4 of 10 Professional and Civic Relationships 7a). During 2020, were you or any members of your Immcdite fam 3 director, officer, Governing board member, Cmployee, Independent contractor, of registered Iaboyst o a nonaroft cornaration or organization operating in Nort Coroma. primary for ralglovs, chartable, scientific, iterary, public health and safety, or educational purposes? [ec CINo- IF*No,” proceed to question 8. > Do not lst Sate boards or entities. » Da not lis organizations of which you are a mere member. Name of Person Position Name of Nonprofit Nature or | Corporation or Organization | Purpose of Organization haa Bas ved Mal VME dal avba catty AMenthey| Cth 706). If the nonprofit corporations or organizations sted above co business with the State of North Carolina or receive State inde, ariafy describe the nature of tnt business, knowin or th due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Cone or Not known —— —— 5. During 2020, were you or any members of your immediate famiy a director, fficr, or Governing board member of Sry Sacity, erga 2aton, of adocacy aroub with an Inerest in aters over which Your agency or board may hove Jrsacions ives D6 Cltegislatorucicl Ofer - You are not required to complete this question if you ar iin because ou are a tegisato or uccal ofc of ou are fling 35 an appointee to ane of hase offices. » Do not st organizations of which you are only a member an co net serve in a leadership role. Name of Society, Organization, Leadership Position or Advocacy Group (pirector, officer, Board Member) The SE and any attachments, excluding the Confidential Form, are public records. Page Sof 10 [sca. List the name of each business with which you were associated where you or a member of your immediate family a 10. Are you a practic attorney? - [7 Administrative [J Admiralty [J Corporate [ Criminal 12. Ave you or your mplayer, o any members of your immediate fom, or her smpleyers curently + ensed by the State board or agency wih which you ae o wil be associated or + reguiated by the State board or agency with which you re or will be associated or + in business relationship with the State board or agency with which you are o wil be assocated? [Ives Qe Cltogsatoruical offer - You re not require to complete ts ueaton f you ar ing because Vou are 3 egsator o a udcal ofan of You ra Hing a5 3n appentee to ane of those ofcen Name of Person Name of Employer Type of Relationship | at applicable) Licensing, Regulatory, Business) 13. ave you or a member of your immediate family been registered as a lobbyist or obbyist prnGpal win the 12 months preceding your fing of ts form? ves ve Name of Lobbyist Lobbyists Principal Date of wegistration Registration Expiration I Other Disclosures 12. During 2020, ater you were appointed, employed, or fled or were nominated 3 2 candace, dd you + recee any “git(s) exceeding $200 per quarter from a person or group of persans acing together, + when both you and those person(s) were outside North Carona, + under circumstances that would lead a reasonable person to conclude the gifts were give for lobbying? To answer Yes, 3 three conditions must apply. OYes lo > Do not report gifts given by members of your extended family. > 00 nok report git you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received | Name and Address of Donor(s) | Describe Item Received | Estimated Market | Value. The SEI and any attachments, excluding the Confidential Form, are public records. Page 70f 10 15. During 2020, ater you vere appointed, employed, or filed or were nominated as a candidate, did you + accept a “scholarship” exceeding $200 relates to your public position from a person or group of persons acting together, + when those person(s) were outside North Coralina? To answer Yes, both conditions mus apply. A scholarship" Is a grant-in-aid, either direct or Indirect, to attend a conference, meeting, or similar event, including tuitign, travel, lodging, meals, and other similar expenses. Dives pg 0 3udicial Officer - You are nat required to complete this question if you are a judicial oficer or you are fling as a udicil officer appointee. > D0 not report gifts you have previously reported on the "Expense Report for Exempted Persons.” > Legislators are not required to report scholarships paid by a nonpartisan legislative erganization of which the legisiator or the General Assembly is @ member, participant, o afte. Date of Name and Address of Donor(s) Describe Event Estimated Market Scholarship Value 16. Have you been appointed or considered for appointment to 3 covered board by the Govemor or anather Council of State member? Council of State members are: > Governor > Lt Governor > Secretary of State > State Auditor > State Treasurer > Superintendent of Pubic Instruction > Attomey General > Commissioner of Agricuture » Commissioner of Labor > Commisgoner of Insurance Oves Df If “Yes,” list all contributions you made in 2020 with a cumulative total of more than $1,000 to the Counc of State member who appointed you. Do not include contributions from Immediate family members. > Contributions are cefined broadly in N.CG.S. 163-278.6(6) and include “any advance, conveyance, depost, distribution, transfer of funds, loan, payment, if, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to f contributions) with » cumulative total of more than $1,000 | — SU ————) The SEI and any attachments, excluding the Confidential Form, are public records. Page dof 10 17. vc you an appointee or prospective appointee as: [a the head of a principal state department (e. cabinet secretary) appointed by the Governor; or b. 2 North Carlina Supreme Court Justice, Court of Appeals, Superior o District Court Judge; or a member of any of the following boards: Cves fo + ABC Commission 16No,” proceed to question 16. + Costa Resources Commission | + state Boar of Education + State Board of Elections + Division of Employment Security + Environmental Management Commission + Human Resources Commission + Rules Review Commission + Board of Transportation + Unites Commission + Widife Resources Commission 4. 1 0, were you appointed or are you being considered for appointment to that | (Ives [ING Bostion by 5 Cound of State members ome ston Th e. If 30, you must indicate whether curing 2020 you engaged in any of the following actviies wih respect to of on DEN of he candidate of campagn Commitee of the Counci of State member who Sppointed you: © Collected contributions from multiple contributors, took possession of such multiple contributions, and. enstered or Gélvered those. colecied | C1 Yes Contributions to the candidate or Commitee ii. Hosted a fundraiser at your residence or place of business? DO ves © i Volunteered for campaign-related activities, including phone banks, event BE assistance, manga, canvassing, SUNeNIng, or any other actuiy tna | (1¥es [a 3dvances ine campaign o 8 candidate’ 16. Have you ever been convicted of 3 felony for Which you have nt received either: () a pardon; or (1) an order of Expungement? ves wi offense Date of Conviction County of Conviction | _ State of Conviction 19. Are you aware of any other inormation that you believe may 3ssst the Ethics Commission In 3Gvising you Concerning your Somplance with th Sate Governmant EUNES AC? Oves a 1 yes, please provide that information below. The SE and any attachments, excluding the Confidential Form, are public records. Page 9 of 10 Affirmation The nformatien provided i this Statement of Economic Interest and any attachments are true, complete, and accurate tothe best of my knowledge an bell. have not transferred, and will not transfer, any asset, Interest, or property for the purpose of concealing I from disclosure while retaining an equitable Interest. 1 understand that my Statement of Economic Inte-est and ny attachments exce for the Confidential Form ragarding Unemancipated Chilren are public records. 1 have read and understand the following statutes: N.C.G.5. § 1383-26. Concealing or fang to disclose material information. A fling person who knowingly conceals or knowingly falls to disclose Information that is required to be disclosed on a statement of economic interest... all be gully of a Class 1 misdemeanor and subject to iscplinary action Under G.5. 1384.35. N.C.G.S. § 1384-27. Penalty or fise information. A fling person who provides fase Information on a statement of economic interest . . . knowing that the information i false is Gly of Cless H felony and shal be subject to disciplinary action under G.S. 136A45 affirm under penalty of perjury that the foregoing Is true and correct. | Lode brary Bate Aa fave Bea Hy Printed Name ‘Submit signed, original documents only. Do not fax or e-mail this form. The SEX and any attachments, excluding the Confidential Form, are public records. Page 10.0f 10
2021 Greater Hickory MPO (TAC)
Document text
For Sta Use Only Gr STATE ETHICS COMMISSION a" gat) RECEI Hl i) 2021 STATEMENT OF ECONOMIC INTEREST VED = | curemn This entire form must be completed to fulfill INC ETHICS COMMISSION your ethics filing obligation. [Filer's Name. (First, Middle, Last) Prefix | First Name | Middie Name Last Name. Suffix Ms fai le. Leatty Current Erpiayer [ob Te {2 I OR SA. Fram 0 [keh ek Nature or Type of Business Reason for Fling (Complete al tat spp.) ] State Government Jab (Spechy agency and postion.) | Board/Commission (LSE the Complete names of 1 State boards on which you are serving or are being cons dered.) Cheon thekony MAO Frac NCLHD Cieorid dahon Bear L Suda Officer (Specify office.) Legislator (Speclfy House or Senate.) A. Do other immediate family members reside in your household? Ove Oe On this form, "immediate family” ncuces your spouse (uness legally separated). It also includes members of your extended family (your and your 530uses ch Gren, arandcndren, parents, grandparents, and Sbings, and the 3p0uses of each of those persons) who reside n your household. List the full name of all adults and emancipated minors in your household. Minors are chldren under 18. They are emancipated by marrage, enlistment i the US Miltary, or Cour orcer for emane pation Full names of Adults and | Relationship Employer Job Title Nature of Business ‘Emancipated Minors. - | — The SEI and any attachmants, excluding the Confidential Form, are public records. Page 1 of 10 B. List only the Inia of al snemancipated minors in your household slow. A minor fsa chil under 18 years ol List the ull name of each minr child on the Confidential Form a the end. | pr Relationship Tempiover | dobTitle | Nature of Business I I Property Interests pp m———— A. have an ownership interest in North Carolin eal state (including your residence) with a market vale of $10,000 a rE Ono Owner of Real Estate| % Ownership Interest | Location by Gity Location by Gouy | Rada Beadty| 10 taiden | Caduudloa | B Jesas o rent eal toe or persona property 1 o from the State of North Caran wih market value of $10,000 Oves mds | Warne of Lessor Name of Lessee If Real Estate, Location | If Personal Property, Renters oy Cio 8 County Describe 2 weary Se ging E055 5 20303 you amy eos of your meats Fay sav o buy fam Te Sate of No Cora sana, raere worth $16,008 o mores Oves fe Ware of Purchaser Name of Seller Type of Property — . The SEE and any attachments, excluding the Confidential Form, are public records. Page 201 10 Financial Interests 3. As of December 31, 2020, did you or any members of your immediate family own any of the following financial interests Valued at $10,000 or more? List each company Individually. A. Stock in a publicly owned company? Lives © > Do not lst interests in 3 wiely neld investment furc (including mutual funds, regulated Investment companies, or pension or deferred compensation plans) if: 1. the fun is pubic traded or is assets are widely diversified; and 2. neither you nor an immediate family member are abe to control the underlying assets. Owner of Interest Full Name of Company or ticker symbol B. Stock options In a company or business? Cves @6 EE — Owner of Stock Option |Full Name of Company (Do not use a ticker symbor) C. Interets in a non-publicly owned company or business entity? These Induce mteress in sole proprietorshos, pertnerships, limited partnerships, Jant ventures, Imted iapiy companies, lied abiity parinershios, and Closely held corporations. ves (BG IN," proceed to question 4, | Owner of Interest Name of Company or Business Entity C(1). For each company or business entity identified in question 3.C. (the "Primary Company"), please list the names of any other Companies or Business entHES in which the Primary Company owns Securtics or equity interests valued at over $10,000, if known. Non-Publicly Owned Company or Business Entity | Other Companies In which the primary Company (the Primary Company) Owns Security or Equity Interests. [I None or not known S— —————————— The SEI and any attachments, excluding the Confidential Form, are public records. Page 30f 10 €(2). If you know that any entity listed in 3.C or 3.C(1) above has any material business cealings or business | Conraces with the Sate of Non Carag, of i reduiated by the Stare, bify Gescrine tra Business ctr: Name of Company ar Business Entity Description of Business Activity with the State Dione or Not known — = EE 2 of December 31, 2020, were yay o any members of your Immedate fami the beneficanes of vested trust with Salve of $10,000 or more that you crested, emapished, or comraled Do not list assets held in blind trusts. See SEI Heloful Tips for the definition of "Vested Trust” and "Blind Trust https: //ethig Oves we Name and Address of Trustee Description of the Trust Vour Relationship to the Trust 5. of December 31, 2020, 4d you any members of your immediate fami have abies of $10,000 or more, excluding he gsc an Your Biman pereonal TeSGEncey Examples ince EGR Cad Sebi, auto oars, Soden Ioan, Personal ans and mira fami Gabe we no Name of Debtor N Type of Creditor (commercial Bank, credit union, Individual, atc) ontevican Honda Fpancial Lado Financ 6. List cach source of Income (not specific amounts) of more than $5,000 received by you or any members of your immediate family during 2030. ncode Sar, wads, sateiotal gouermen feteman income, professional fee, Ronorana, Interest, dh donds, rental income, SUSInGss Income, nd athe types reared to be reporied an State and Federal to returns. Please remember o disclose your receipt of Salary of wages from any governmental or private entity. Do mot incude income received rom the following sources: Capital gains Federal government retrement Miltary retement Social securty income/SSOI Recipient of Income Name of Source Type of Type of tncome Bleiness Industry 1 had no reporiab incame over $5,000 in 2020 Pavbara” Br stu Cavity Crit dary The SET and any attachments, excluding the Confidential Farm, are public records. Page 4 of 10 Professional and Civic Relationships 7a). During 2020, were you or any members of your Immcdite fam 3 director, officer, Governing board member, Cmployee, Independent contractor, of registered Iaboyst o a nonaroft cornaration or organization operating in Nort Coroma. primary for ralglovs, chartable, scientific, iterary, public health and safety, or educational purposes? [ec CINo- IF*No,” proceed to question 8. > Do not lst Sate boards or entities. » Da not lis organizations of which you are a mere member. Name of Person Position Name of Nonprofit Nature or | Corporation or Organization | Purpose of Organization haa Bas ved Mal VME dal avba catty AMenthey| Cth 706). If the nonprofit corporations or organizations sted above co business with the State of North Carolina or receive State inde, ariafy describe the nature of tnt business, knowin or th due diligence could reasonably be known. Name of Nonprofit Corporation or Organization Describe State Business Cone or Not known —— —— 5. During 2020, were you or any members of your immediate famiy a director, fficr, or Governing board member of Sry Sacity, erga 2aton, of adocacy aroub with an Inerest in aters over which Your agency or board may hove Jrsacions ives D6 Cltegislatorucicl Ofer - You are not required to complete this question if you ar iin because ou are a tegisato or uccal ofc of ou are fling 35 an appointee to ane of hase offices. » Do not st organizations of which you are only a member an co net serve in a leadership role. Name of Society, Organization, Leadership Position or Advocacy Group (pirector, officer, Board Member) The SE and any attachments, excluding the Confidential Form, are public records. Page Sof 10 [sca. List the name of each business with which you were associated where you or a member of your immediate family a 10. Are you a practic attorney? - [7 Administrative [J Admiralty [J Corporate [ Criminal 12. Ave you or your mplayer, o any members of your immediate fom, or her smpleyers curently + ensed by the State board or agency wih which you ae o wil be associated or + reguiated by the State board or agency with which you re or will be associated or + in business relationship with the State board or agency with which you are o wil be assocated? [Ives Qe Cltogsatoruical offer - You re not require to complete ts ueaton f you ar ing because Vou are 3 egsator o a udcal ofan of You ra Hing a5 3n appentee to ane of those ofcen Name of Person Name of Employer Type of Relationship | at applicable) Licensing, Regulatory, Business) 13. ave you or a member of your immediate family been registered as a lobbyist or obbyist prnGpal win the 12 months preceding your fing of ts form? ves ve Name of Lobbyist Lobbyists Principal Date of wegistration Registration Expiration I Other Disclosures 12. During 2020, ater you were appointed, employed, or fled or were nominated 3 2 candace, dd you + recee any “git(s) exceeding $200 per quarter from a person or group of persans acing together, + when both you and those person(s) were outside North Carona, + under circumstances that would lead a reasonable person to conclude the gifts were give for lobbying? To answer Yes, 3 three conditions must apply. OYes lo > Do not report gifts given by members of your extended family. > 00 nok report git you have previously reported on the “Expense Report for Exempted Persons.” Date Item Received | Name and Address of Donor(s) | Describe Item Received | Estimated Market | Value. The SEI and any attachments, excluding the Confidential Form, are public records. Page 70f 10 15. During 2020, ater you vere appointed, employed, or filed or were nominated as a candidate, did you + accept a “scholarship” exceeding $200 relates to your public position from a person or group of persons acting together, + when those person(s) were outside North Coralina? To answer Yes, both conditions mus apply. A scholarship" Is a grant-in-aid, either direct or Indirect, to attend a conference, meeting, or similar event, including tuitign, travel, lodging, meals, and other similar expenses. Dives pg 0 3udicial Officer - You are nat required to complete this question if you are a judicial oficer or you are fling as a udicil officer appointee. > D0 not report gifts you have previously reported on the "Expense Report for Exempted Persons.” > Legislators are not required to report scholarships paid by a nonpartisan legislative erganization of which the legisiator or the General Assembly is @ member, participant, o afte. Date of Name and Address of Donor(s) Describe Event Estimated Market Scholarship Value 16. Have you been appointed or considered for appointment to 3 covered board by the Govemor or anather Council of State member? Council of State members are: > Governor > Lt Governor > Secretary of State > State Auditor > State Treasurer > Superintendent of Pubic Instruction > Attomey General > Commissioner of Agricuture » Commissioner of Labor > Commisgoner of Insurance Oves Df If “Yes,” list all contributions you made in 2020 with a cumulative total of more than $1,000 to the Counc of State member who appointed you. Do not include contributions from Immediate family members. > Contributions are cefined broadly in N.CG.S. 163-278.6(6) and include “any advance, conveyance, depost, distribution, transfer of funds, loan, payment, if, pledge or subscription of money or anything of value whatsoever.” Date Amount Contributed to f contributions) with » cumulative total of more than $1,000 | — SU ————) The SEI and any attachments, excluding the Confidential Form, are public records. Page dof 10 17. vc you an appointee or prospective appointee as: [a the head of a principal state department (e. cabinet secretary) appointed by the Governor; or b. 2 North Carlina Supreme Court Justice, Court of Appeals, Superior o District Court Judge; or a member of any of the following boards: Cves fo + ABC Commission 16No,” proceed to question 16. + Costa Resources Commission | + state Boar of Education + State Board of Elections + Division of Employment Security + Environmental Management Commission + Human Resources Commission + Rules Review Commission + Board of Transportation + Unites Commission + Widife Resources Commission 4. 1 0, were you appointed or are you being considered for appointment to that | (Ives [ING Bostion by 5 Cound of State members ome ston Th e. If 30, you must indicate whether curing 2020 you engaged in any of the following actviies wih respect to of on DEN of he candidate of campagn Commitee of the Counci of State member who Sppointed you: © Collected contributions from multiple contributors, took possession of such multiple contributions, and. enstered or Gélvered those. colecied | C1 Yes Contributions to the candidate or Commitee ii. Hosted a fundraiser at your residence or place of business? DO ves © i Volunteered for campaign-related activities, including phone banks, event BE assistance, manga, canvassing, SUNeNIng, or any other actuiy tna | (1¥es [a 3dvances ine campaign o 8 candidate’ 16. Have you ever been convicted of 3 felony for Which you have nt received either: () a pardon; or (1) an order of Expungement? ves wi offense Date of Conviction County of Conviction | _ State of Conviction 19. Are you aware of any other inormation that you believe may 3ssst the Ethics Commission In 3Gvising you Concerning your Somplance with th Sate Governmant EUNES AC? Oves a 1 yes, please provide that information below. The SE and any attachments, excluding the Confidential Form, are public records. Page 9 of 10 Affirmation The nformatien provided i this Statement of Economic Interest and any attachments are true, complete, and accurate tothe best of my knowledge an bell. have not transferred, and will not transfer, any asset, Interest, or property for the purpose of concealing I from disclosure while retaining an equitable Interest. 1 understand that my Statement of Economic Inte-est and ny attachments exce for the Confidential Form ragarding Unemancipated Chilren are public records. 1 have read and understand the following statutes: N.C.G.5. § 1383-26. Concealing or fang to disclose material information. A fling person who knowingly conceals or knowingly falls to disclose Information that is required to be disclosed on a statement of economic interest... all be gully of a Class 1 misdemeanor and subject to iscplinary action Under G.5. 1384.35. N.C.G.S. § 1384-27. Penalty or fise information. A fling person who provides fase Information on a statement of economic interest . . . knowing that the information i false is Gly of Cless H felony and shal be subject to disciplinary action under G.S. 136A45 affirm under penalty of perjury that the foregoing Is true and correct. | Lode brary Bate Aa fave Bea Hy Printed Name ‘Submit signed, original documents only. Do not fax or e-mail this form. The SEX and any attachments, excluding the Confidential Form, are public records. Page 10.0f 10
2020 Local Health Department Accreditation Board
Document text
soem EN STATE ETHICS COMMISSION ous Ree HECEIVED Eat) Ae lp i} 2020 STATEMENT OF ECONOMIC INTEREST R720 NCETHICS COMMISSION This entire form must be completed to fulfill —— Checks for completion your ethics filing obligation. | —seamnss owe comptes Supp sen ate or Supp. recived ge, A — Fier tame (Fist, Middle, Los) protic | First Name Middle Name Cast Name Sutt < [Barbara | Gale | Bealty Curent Employer Be Job Tie 7 TL [ Ketived Matar or Tye of Business ti TTT 3 Tot Government 0b (Spec agency and postion) | Boor Commission (Us 5 complete mares of a Sats Bors on aie you or saving or ar bing considered) Grea <r H AS Kov: m 40) Tudicl Officer (Spec afice) Lepisator (Spec House or Senate) A. Do other immediate family members reside in your household? | Oves v4 | On tis form, "immediate fami nciuds your spouse (uniss legally separated). I: isa includes members of your extended fm (Jour 310 Your 390056 AIGTen, Granceniaren, parents, GanGpArents, ana 8513s, and in Spouses oF cach of those persons) wh reside in your household. List the fll sam. of ail adults ond emancipated minors in your household. Minos are chidren under 18. They are Sanpete oy marie SST nthe 58 mAs ar Se fo sma Opotn Full names of Adults and Job Title Nature of Business Ermancipated Miners Te ee | The SET and any attachments, excluding the Confidential Form, are public records. Page 10f 10 5. List only She iit of a nemancipeted ies your Posse elo. A in. ad der 18 years of Lis th ull name of ach minor child an the Confidential Form a the end. Relationship [rm mn — : | a Tay . IE XR Bae Th TT A ee A. Bn am marta i rth Gaon ret ats (nei you esknce] wih a market volo of $10,000 re ole Oe tno cory » arhave Beaty] 00 %h | Catawba Co_| av, —E cab] 100% [oh rau Dea 50 0 EE e 3] Mave Bea Tre DE a SR TET STE ee ery ry Oves m6 repr rp— Name of Lessee | If Reat Estate, Location | i arama property pr Co 8 Coon En, Ee arn Coron posana ror nor 1,006 or mores Ove Ae ———— The SEE and any attachments, excluding the Confidential Form, are public records. Page zot10 3. A of December 31. 2019, did you or ay embers of your mediate family own any of the folowing fnanca terests Valued at $10,000 of more? List seh company indrwiduty: A. Stock in a publicly owned company? Ove 6 > Do not ist interests in a widely held ovestment fund (icing mutual funds, regolated investment compares, or penton or deterred compensation pans) 1 1. the fund 1s publicly traded ors asses are wily oersifed; ang 2 neither you nor an immediate fami member are able to contr he underlying assets. Tr 5. Stock options na company or business? Ove mf Ovimer of Stock Option Full Name of Company (D0 not use a ticker symbol) C. nneress In a nn-publcly owned company or business erty? These nce interests in sole proprietorship, Sarincranos, ited parinarshse, Jn ventures, Ite 1361 Companies, Imted labs p3nerenss, snd Socal held cororatons. Dives @fo- 1fNo,” proceed to question 4. ‘Oviner of Interest ‘Name of Company or Business Entity C(1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entiies in which the Primary Company owns Secities o equty interests valued a over $10,000, f known: Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company 3 (the Primary Company) ‘Ovens Scxurity or Equity Interests © or not known The SEX and any attachments, excluding the Confidential Form, are public records. Page 30ri0 C2). you kno To any arity ted in 3.C or 351) above Fos a tena Business Gealngs of Buses Contract with th State of North Cardi, o i ruled othe tae, oily dese tat bounces acts. Name of Company or Business Entity Description of Business Activity with the State oc or tot Known | =. 25 of December 31, 2015, wer you o any mémbers of your mediate family te benafoanos of vested ust wih 2 aki of $10,000 or more na you raster stanisne, or Creoles? Do not lst assets held n blind trusts. Sew 2020 SEY Meloful ips for the definition of "Vested Trust” and "Blind Trust” oe oe EE TT 5 Asaf December 1, 015, i you any member of your Immedte family have abies of $10,000 or ore, edna he morgage an Jour orimary persons resent Exes lose CoG card des, uta oss, Shien oars, a xe oes OMe “am of Debtor Tyre of Creditor (commercial ani, credit union, | Nl individual, etc.) Ravhava Peal onda Frnangial Se O Uok oa wares or eee (net Specie Smaee of wore ans FoI000 veseved OF yo 0 Sy moe of your immciot fray un 045. nce say, mages, Hoke Govern ere oso, refesare fee, Ronarar, interes, Geter onal or Burs come, and het pe reed 5 5s reseed on Sak Tosa ta rons, Pisaas rimomber ta hociovs Your Foch of selery of waves {vam amy governmental of Tre Do mot inlude income received fromthe followin sauces: > Conta gains > faders government retirement > iar recremens > Soca secuty ncome/SsL Recipient of come Name of Source ype or Cpr m—— SAinecs/ Industry C31 ro reponse ear aver £5,000 2015. > . Bealy |Cataubn Co Gout] Cataube Safar awh Coun The SEE and any attachments, excluding the Confidential Form, are public records. Page sor 10 Professional and Civic Relationships 700). During 2019, wer you or any members of your immediate omy a Greco, offer, governing board member, Sonrat, damantont exiraconso raStapad oobi of enV ceperater or srEameaton Spat North Gaioline primar Tor ekious, Cammate, sowie. eran, Pubs hemi and safes, o esveational purpose? Ces [D6 1'No," proceed to questions. > 50 no st State bowds o enttes. > pr ie Bete re od res mara merier: Name of Nonprofit ature or Corporation or Organization | Purpose of Organization 790. Te nonprofit corporations or arganizaions sted above do business wih the Sate of Noth Carolina of receive State funds, rey dese the nar of tt ines, known or with de dligence ould ressonably be now: Wagne of Nonprofit Corporation or Organization Describe State Business rr 5. During 2015, were you or any members of your Immediate fami 3 arector, offer, or Governing board member of ro or maa Be Sonsaictons IR I Ds ER Vas are lagilator or Juda ace o you ar Hing 2 SPAT Bonk of tose Ses. > Do not st organizations of which you are only 8 member and do not serv in a leadership role. ame of Person Name of Society, Organization, Leadership Position or Aavacacy Group (Director, Ofcer, Board Member) The SEX and any attachments, excluding the Confidential Form, are public records. Page sor 10 (a). List the nam of each business with which you werd associated where you or a member of your immediate family St tes er See hes er oo ET TT TC NT SERS [Fr ae EERE Tl SR a A LR PR ei Sa i TIO Desritin of Bsns ct ith re fo ey ye Pp i a So Leryn cry mr en Cs i re a a. om oe [Local Government (J Real Property [0 Securities. Ovex I ea peo 11. During 2019, were you 3 licensed professional (other than an aitormey) or did you provide consulting servicas BT Re ee es 0p cr SH a Eames IME SD OLE ne 12. Are you or your employer, or any members of your mediate fami, or their emplayers curently: + licensed by the State board or agency with which you are or willbe associated or + regulated by the State board or agency with which you are or wil be associated or ~ in busingss relationship with the State board or agency with which you are or will be 3ssocited? Er iE er co Coes Magers Yo are a legisiator or a Judicial fier or you are lng 55 an appontee 1 one of those offices. ‘Nome of Person Name of Employer Type of Relationship t applicable) (Licensing, Regulatory, Business) 13. Fave you or a member of your immediate family been regitered es 8 lobbyist or obyist principal vith the 12 months preceding your ling of this form? Ove fo Name of Lobbyist Lobbyist's Principal Date of Registration Registration Expiration Other Disclosures 14, During 2015, afer you were 3ppOINTed, employes, o fled or were nominated 25 a candidate, 4d you + receive any "git" exceeding $200 per quarter rom a person or Group of persons acting together, + when both you and thase person(s) were outside North Carolina, + under circumstances that would lead a reasonable person to concuce the gifs were given for lo5bying? To answer Yes, al tree conditions must apply. Ores oe > Do not report gifts given by members of your extended family. > Do not report gs you have previously reported on the "Expanse Report for Exempted Persons.” Date Item Received | Name and Address of Donor(s) | Describe Item Received Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 70f 10 15. During 2019, er you were appointed, employes, or led or were nominated as 2 candidate, dd you + accept a “scholarship” exceading $200 related to your public positon rom a person or group of persons acting together, + when those person(s) were outside North Carolina? To answer ves, both conditions must apply. A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, Including hr travel, loaging, mea, and other similar expenses. Dives [fo [judicial Officer - You are not required to compete this question f you are a udicial officer or you are fing 25a uci! officer appoee > Do not report Gifts you have: previously reported on the "Expense Report for Exempled Persons. > Legislators are not required t report scholarships paid by a nonpartisan legisiative organization of which th legisiator or the General Assembly 15 3 member, partiapant, or Ste. Date of Name and Address of Donor(s) Estimated Market Scholarship Value 16. Hove you ben appointed or considered for appointment to a covered board by the Governor or another Cound of State member? Council of State members are: > Governor > LL Governor > Secsary of state > state autor > State Treasurer > Superintendent of public Instruction > Attorney General > Commissioner of Agriculture» Commissioner of Labor > Commissioner of Insurance Ove oe IF "Yes," list all contributions you made in 2019 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. > Contributions are Geinea broadly In N.CG.S. 163-275.6(6) and include “any acvance, conveyance, depos, Gistributon, transfer of funds, loan, payment, Of, pledoe o Subscription of maney or aaything of value. whatsoever. Date Amount Contributed to 3A contrions) wi a cumulative total of more ran $1,000 The SE and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 17. Are you an appointes or prospective appointee az: hi a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governors of 5. Noth Carolina Supreme Court Justice, Court of Appeal, Superior o District Court Judge; o a member of any of the following boards: Oves G6 + AC Commission 11Mo," proceed ta question 16 + Cosstal Resources Commission + State Board of Education + State Bord of Sections + Divison of Employment Security + Enwronmental Managemen Commission + incustral Commission + Human Resources Commission + Rules Review Commission + Board of Transportation + Utities Commission «dite Resources Commission a I v3, were you Sopainias or a7 you be Corstens Tor ponent vo wat | CIes Ho postion by & Counc of Stake member? a aati) or 1 v0, you mut Incas whether dung 013 you sngeged in any of Be 000g ctvtios ih respect 10 o on baba of the cancate or campaion Commies of he Counc of State member who appointed you: 4 Colleced contrivutions from mull contributors, took possession of uch mutple. conttoytons, and. tromsiered. or Geeres those. colecied | (I¥es Ere antotions i tne candidste or ommitec? ii. Hosted a fundraiser at your residence or place of business? [Yes EiNo i. Volunteered for compuign-relted activi, nchuding phone banks, event assistance, Malinge. Canvasking, surveying, or any ome: acovio mat | Yes ING Sivances the sampagn of 8 candidate? 15. Hove you aver been comicted of a felony far RCH you have not received shar: () 3 pardon or (1) an oder of Expungement? Ove he | ones Tomer conviction | county of Conviction | State of Conviction 19. Ace you aware of any other Information that ou believe may Sse the EENCs Commision in adwsing you Concerning your compliance with the Stata Goverment EXC Ac? Dives! Bro. tyes, viesse rove sae informionbuiom: The SEX and any attachments, excluding the Confidential Form, ara public records. Page sof 10 Affiemation The information provided inthis Statement of Economic Intorest nd any attachments ae tus, complte, and accurate othe best of my Know ond beet. have not transferred, and wil na transfer, any asset, interest, o property for the purpose of concealing it rom isclosure Whie etaning 3n couabie merest. understand that my Statement of Economic Interest and any attachments except fo the Confidential Form regarding Unemancipsed Chidren are pus records have react ond understand th following statutes: NCGS. § 138-26. Cancasing or faifing to disclose materia information. A filng parson who knowingly conceals o knowingly fal to discos information that s required to be discsed ona seaeemant of economic Interest» hl Gully of 3 Class 1 Misdemeanor and subject 0 GoCpnary Con under G.5. 138A45. NCGS. 5 1388-27, Penalty for flse information. A fing person who provides fis information on a statement of economic interes: knowing that the information fie 5 uity of o Cass felony and hall bo subject t dsdplnry con uncer G.5. 138A-45. affirm under penalty of perjury that the foregoing is true and correct. Samature hare Re Printed Name Submit signed, orginal documents only. Do not fax or e-mail this form. The SET and any attachments, excluding the Confidential Form, are public records. Page 1001 10
2020 Greater Hickory MPO (TAC)
Document text
soem EN STATE ETHICS COMMISSION ous Ree HECEIVED Eat) Ae lp i} 2020 STATEMENT OF ECONOMIC INTEREST R720 NCETHICS COMMISSION This entire form must be completed to fulfill —— Checks for completion your ethics filing obligation. | —seamnss owe comptes Supp sen ate or Supp. recived ge, A — Fier tame (Fist, Middle, Los) protic | First Name Middle Name Cast Name Sutt < [Barbara | Gale | Bealty Curent Employer Be Job Tie 7 TL [ Ketived Matar or Tye of Business ti TTT 3 Tot Government 0b (Spec agency and postion) | Boor Commission (Us 5 complete mares of a Sats Bors on aie you or saving or ar bing considered) Grea <r H AS Kov: m 40) Tudicl Officer (Spec afice) Lepisator (Spec House or Senate) A. Do other immediate family members reside in your household? | Oves v4 | On tis form, "immediate fami nciuds your spouse (uniss legally separated). I: isa includes members of your extended fm (Jour 310 Your 390056 AIGTen, Granceniaren, parents, GanGpArents, ana 8513s, and in Spouses oF cach of those persons) wh reside in your household. List the fll sam. of ail adults ond emancipated minors in your household. Minos are chidren under 18. They are Sanpete oy marie SST nthe 58 mAs ar Se fo sma Opotn Full names of Adults and Job Title Nature of Business Ermancipated Miners Te ee | The SET and any attachments, excluding the Confidential Form, are public records. Page 10f 10 5. List only She iit of a nemancipeted ies your Posse elo. A in. ad der 18 years of Lis th ull name of ach minor child an the Confidential Form a the end. Relationship [rm mn — : | a Tay . IE XR Bae Th TT A ee A. Bn am marta i rth Gaon ret ats (nei you esknce] wih a market volo of $10,000 re ole Oe tno cory » arhave Beaty] 00 %h | Catawba Co_| av, —E cab] 100% [oh rau Dea 50 0 EE e 3] Mave Bea Tre DE a SR TET STE ee ery ry Oves m6 repr rp— Name of Lessee | If Reat Estate, Location | i arama property pr Co 8 Coon En, Ee arn Coron posana ror nor 1,006 or mores Ove Ae ———— The SEE and any attachments, excluding the Confidential Form, are public records. Page zot10 3. A of December 31. 2019, did you or ay embers of your mediate family own any of the folowing fnanca terests Valued at $10,000 of more? List seh company indrwiduty: A. Stock in a publicly owned company? Ove 6 > Do not ist interests in a widely held ovestment fund (icing mutual funds, regolated investment compares, or penton or deterred compensation pans) 1 1. the fund 1s publicly traded ors asses are wily oersifed; ang 2 neither you nor an immediate fami member are able to contr he underlying assets. Tr 5. Stock options na company or business? Ove mf Ovimer of Stock Option Full Name of Company (D0 not use a ticker symbol) C. nneress In a nn-publcly owned company or business erty? These nce interests in sole proprietorship, Sarincranos, ited parinarshse, Jn ventures, Ite 1361 Companies, Imted labs p3nerenss, snd Socal held cororatons. Dives @fo- 1fNo,” proceed to question 4. ‘Oviner of Interest ‘Name of Company or Business Entity C(1). For each company or business entity identified in question 3.C. (the “Primary Company”), please list the names of any other companies or business entiies in which the Primary Company owns Secities o equty interests valued a over $10,000, f known: Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company 3 (the Primary Company) ‘Ovens Scxurity or Equity Interests © or not known The SEX and any attachments, excluding the Confidential Form, are public records. Page 30ri0 C2). you kno To any arity ted in 3.C or 351) above Fos a tena Business Gealngs of Buses Contract with th State of North Cardi, o i ruled othe tae, oily dese tat bounces acts. Name of Company or Business Entity Description of Business Activity with the State oc or tot Known | =. 25 of December 31, 2015, wer you o any mémbers of your mediate family te benafoanos of vested ust wih 2 aki of $10,000 or more na you raster stanisne, or Creoles? Do not lst assets held n blind trusts. Sew 2020 SEY Meloful ips for the definition of "Vested Trust” and "Blind Trust” oe oe EE TT 5 Asaf December 1, 015, i you any member of your Immedte family have abies of $10,000 or ore, edna he morgage an Jour orimary persons resent Exes lose CoG card des, uta oss, Shien oars, a xe oes OMe “am of Debtor Tyre of Creditor (commercial ani, credit union, | Nl individual, etc.) Ravhava Peal onda Frnangial Se O Uok oa wares or eee (net Specie Smaee of wore ans FoI000 veseved OF yo 0 Sy moe of your immciot fray un 045. nce say, mages, Hoke Govern ere oso, refesare fee, Ronarar, interes, Geter onal or Burs come, and het pe reed 5 5s reseed on Sak Tosa ta rons, Pisaas rimomber ta hociovs Your Foch of selery of waves {vam amy governmental of Tre Do mot inlude income received fromthe followin sauces: > Conta gains > faders government retirement > iar recremens > Soca secuty ncome/SsL Recipient of come Name of Source ype or Cpr m—— SAinecs/ Industry C31 ro reponse ear aver £5,000 2015. > . Bealy |Cataubn Co Gout] Cataube Safar awh Coun The SEE and any attachments, excluding the Confidential Form, are public records. Page sor 10 Professional and Civic Relationships 700). During 2019, wer you or any members of your immediate omy a Greco, offer, governing board member, Sonrat, damantont exiraconso raStapad oobi of enV ceperater or srEameaton Spat North Gaioline primar Tor ekious, Cammate, sowie. eran, Pubs hemi and safes, o esveational purpose? Ces [D6 1'No," proceed to questions. > 50 no st State bowds o enttes. > pr ie Bete re od res mara merier: Name of Nonprofit ature or Corporation or Organization | Purpose of Organization 790. Te nonprofit corporations or arganizaions sted above do business wih the Sate of Noth Carolina of receive State funds, rey dese the nar of tt ines, known or with de dligence ould ressonably be now: Wagne of Nonprofit Corporation or Organization Describe State Business rr 5. During 2015, were you or any members of your Immediate fami 3 arector, offer, or Governing board member of ro or maa Be Sonsaictons IR I Ds ER Vas are lagilator or Juda ace o you ar Hing 2 SPAT Bonk of tose Ses. > Do not st organizations of which you are only 8 member and do not serv in a leadership role. ame of Person Name of Society, Organization, Leadership Position or Aavacacy Group (Director, Ofcer, Board Member) The SEX and any attachments, excluding the Confidential Form, are public records. Page sor 10 (a). List the nam of each business with which you werd associated where you or a member of your immediate family St tes er See hes er oo ET TT TC NT SERS [Fr ae EERE Tl SR a A LR PR ei Sa i TIO Desritin of Bsns ct ith re fo ey ye Pp i a So Leryn cry mr en Cs i re a a. om oe [Local Government (J Real Property [0 Securities. Ovex I ea peo 11. During 2019, were you 3 licensed professional (other than an aitormey) or did you provide consulting servicas BT Re ee es 0p cr SH a Eames IME SD OLE ne 12. Are you or your employer, or any members of your mediate fami, or their emplayers curently: + licensed by the State board or agency with which you are or willbe associated or + regulated by the State board or agency with which you are or wil be associated or ~ in busingss relationship with the State board or agency with which you are or will be 3ssocited? Er iE er co Coes Magers Yo are a legisiator or a Judicial fier or you are lng 55 an appontee 1 one of those offices. ‘Nome of Person Name of Employer Type of Relationship t applicable) (Licensing, Regulatory, Business) 13. Fave you or a member of your immediate family been regitered es 8 lobbyist or obyist principal vith the 12 months preceding your ling of this form? Ove fo Name of Lobbyist Lobbyist's Principal Date of Registration Registration Expiration Other Disclosures 14, During 2015, afer you were 3ppOINTed, employes, o fled or were nominated 25 a candidate, 4d you + receive any "git" exceeding $200 per quarter rom a person or Group of persons acting together, + when both you and thase person(s) were outside North Carolina, + under circumstances that would lead a reasonable person to concuce the gifs were given for lo5bying? To answer Yes, al tree conditions must apply. Ores oe > Do not report gifts given by members of your extended family. > Do not report gs you have previously reported on the "Expanse Report for Exempted Persons.” Date Item Received | Name and Address of Donor(s) | Describe Item Received Value The SEI and any attachments, excluding the Confidential Form, are public records. Page 70f 10 15. During 2019, er you were appointed, employes, or led or were nominated as 2 candidate, dd you + accept a “scholarship” exceading $200 related to your public positon rom a person or group of persons acting together, + when those person(s) were outside North Carolina? To answer ves, both conditions must apply. A “scholarship” is a grant-in-aid, either direct or indirect, to attend a conference, meeting, or similar event, Including hr travel, loaging, mea, and other similar expenses. Dives [fo [judicial Officer - You are not required to compete this question f you are a udicial officer or you are fing 25a uci! officer appoee > Do not report Gifts you have: previously reported on the "Expense Report for Exempled Persons. > Legislators are not required t report scholarships paid by a nonpartisan legisiative organization of which th legisiator or the General Assembly 15 3 member, partiapant, or Ste. Date of Name and Address of Donor(s) Estimated Market Scholarship Value 16. Hove you ben appointed or considered for appointment to a covered board by the Governor or another Cound of State member? Council of State members are: > Governor > LL Governor > Secsary of state > state autor > State Treasurer > Superintendent of public Instruction > Attorney General > Commissioner of Agriculture» Commissioner of Labor > Commissioner of Insurance Ove oe IF "Yes," list all contributions you made in 2019 with a cumulative total of more than $1,000 to the Council of State member who appointed you. Do not include contributions from immediate family members. > Contributions are Geinea broadly In N.CG.S. 163-275.6(6) and include “any acvance, conveyance, depos, Gistributon, transfer of funds, loan, payment, Of, pledoe o Subscription of maney or aaything of value. whatsoever. Date Amount Contributed to 3A contrions) wi a cumulative total of more ran $1,000 The SE and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 17. Are you an appointes or prospective appointee az: hi a. the head of a principal state department (e.g., cabinet secretary) appointed by the Governors of 5. Noth Carolina Supreme Court Justice, Court of Appeal, Superior o District Court Judge; o a member of any of the following boards: Oves G6 + AC Commission 11Mo," proceed ta question 16 + Cosstal Resources Commission + State Board of Education + State Bord of Sections + Divison of Employment Security + Enwronmental Managemen Commission + incustral Commission + Human Resources Commission + Rules Review Commission + Board of Transportation + Utities Commission «dite Resources Commission a I v3, were you Sopainias or a7 you be Corstens Tor ponent vo wat | CIes Ho postion by & Counc of Stake member? a aati) or 1 v0, you mut Incas whether dung 013 you sngeged in any of Be 000g ctvtios ih respect 10 o on baba of the cancate or campaion Commies of he Counc of State member who appointed you: 4 Colleced contrivutions from mull contributors, took possession of uch mutple. conttoytons, and. tromsiered. or Geeres those. colecied | (I¥es Ere antotions i tne candidste or ommitec? ii. Hosted a fundraiser at your residence or place of business? [Yes EiNo i. Volunteered for compuign-relted activi, nchuding phone banks, event assistance, Malinge. Canvasking, surveying, or any ome: acovio mat | Yes ING Sivances the sampagn of 8 candidate? 15. Hove you aver been comicted of a felony far RCH you have not received shar: () 3 pardon or (1) an oder of Expungement? Ove he | ones Tomer conviction | county of Conviction | State of Conviction 19. Ace you aware of any other Information that ou believe may Sse the EENCs Commision in adwsing you Concerning your compliance with the Stata Goverment EXC Ac? Dives! Bro. tyes, viesse rove sae informionbuiom: The SEX and any attachments, excluding the Confidential Form, ara public records. Page sof 10 Affiemation The information provided inthis Statement of Economic Intorest nd any attachments ae tus, complte, and accurate othe best of my Know ond beet. have not transferred, and wil na transfer, any asset, interest, o property for the purpose of concealing it rom isclosure Whie etaning 3n couabie merest. understand that my Statement of Economic Interest and any attachments except fo the Confidential Form regarding Unemancipsed Chidren are pus records have react ond understand th following statutes: NCGS. § 138-26. Cancasing or faifing to disclose materia information. A filng parson who knowingly conceals o knowingly fal to discos information that s required to be discsed ona seaeemant of economic Interest» hl Gully of 3 Class 1 Misdemeanor and subject 0 GoCpnary Con under G.5. 138A45. NCGS. 5 1388-27, Penalty for flse information. A fing person who provides fis information on a statement of economic interes: knowing that the information fie 5 uity of o Cass felony and hall bo subject t dsdplnry con uncer G.5. 138A-45. affirm under penalty of perjury that the foregoing is true and correct. Samature hare Re Printed Name Submit signed, orginal documents only. Do not fax or e-mail this form. The SET and any attachments, excluding the Confidential Form, are public records. Page 1001 10
2019 Local Health Department Accreditation Board
Document text
RECEIVED 2a For STaeT USE ONLY Gi PR STATE ETHICS COMMISSION ote neces: MAR 2 5 2019 Q 7 2019 STATEMENT OF ECONOMIC INTEREST STATE ETHICS COMMISSIL: NO-CHANGE FORM Checked for completion _% This entire form must be completed to fulfill your scones 3s _owe 325] 14 ethics filing obligation. econ by ers Name (Frst, Made, as) = B prefix | irstName | middie Name Last Name [ sume | Ms |B B Ms | Barbara ale Beat, . Reson for Filing (Compete al that appt State Government Job (Speciy agency and postion.) | Soard/Commission (List the complete names o all State ears om which you ae serving or are being considered. reatev Helio MPO, We Public Health Acctdation Boa Judicial Officer (Spey office.) Legiator (Specty House or Senate.) AFFIRMATION The information provided i this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belt have not transferred, ond wil not transfer, any asse, interes, or property forthe purpose of concealing I from disclosure Whi retaining an equiabie interest understand that my Statement of Economic Interest and any atachments except for the Confidential Form Regarding Unemoncpated Chidren publ records 1 hove read and understand th following statutes: NCGS. § 1634-151. Conceaing or falling to disclose material information. A fing person who knowingly conceals or knowingly falls to disclose information tht is required to be disclosed on 2 statement of economic interes shall be Guin of a Class 1 misdemeanor and .. subject to disciplinary action nder G5. 1638415. N.C.G.5. § 1634152. Penalty for flse information Afling person who provides false information on a statement of economic interest . knowing that the information 1s Tlod uit ofa Class felony and shall be Subject 10 Gscpmary action under G5: 163A 415 affirm that x nave reviewed my most recently filed 2018 Statement of Economic Interest and that as of December 31, 2018, my responses continue 6 be true, correct, and complete 10 the best of my knowledge and Deiat. affirm under penalty of perjury that the foregoing is true and correct. Siatggare we lEL] (Dare Printed Name. Submit signed, original documents only. Do not fax or e-mail this form. | This entire document is a public record.
2019 Greater Hickory MPO (TAC)
Document text
RECEIVED 2a For STaeT USE ONLY Gi PR STATE ETHICS COMMISSION ote neces: MAR 2 5 2019 Q 7 2019 STATEMENT OF ECONOMIC INTEREST STATE ETHICS COMMISSIL: NO-CHANGE FORM Checked for completion _% This entire form must be completed to fulfill your scones 3s _owe 325] 14 ethics filing obligation. econ by ers Name (Frst, Made, as) = B prefix | irstName | middie Name Last Name [ sume | Ms |B B Ms | Barbara ale Beat, . Reson for Filing (Compete al that appt State Government Job (Speciy agency and postion.) | Soard/Commission (List the complete names o all State ears om which you ae serving or are being considered. reatev Helio MPO, We Public Health Acctdation Boa Judicial Officer (Spey office.) Legiator (Specty House or Senate.) AFFIRMATION The information provided i this Statement of Economic Interest and any attachments are true, complete, and accurate to the best of my knowledge and belt have not transferred, ond wil not transfer, any asse, interes, or property forthe purpose of concealing I from disclosure Whi retaining an equiabie interest understand that my Statement of Economic Interest and any atachments except for the Confidential Form Regarding Unemoncpated Chidren publ records 1 hove read and understand th following statutes: NCGS. § 1634-151. Conceaing or falling to disclose material information. A fing person who knowingly conceals or knowingly falls to disclose information tht is required to be disclosed on 2 statement of economic interes shall be Guin of a Class 1 misdemeanor and .. subject to disciplinary action nder G5. 1638415. N.C.G.5. § 1634152. Penalty for flse information Afling person who provides false information on a statement of economic interest . knowing that the information 1s Tlod uit ofa Class felony and shall be Subject 10 Gscpmary action under G5: 163A 415 affirm that x nave reviewed my most recently filed 2018 Statement of Economic Interest and that as of December 31, 2018, my responses continue 6 be true, correct, and complete 10 the best of my knowledge and Deiat. affirm under penalty of perjury that the foregoing is true and correct. Siatggare we lEL] (Dare Printed Name. Submit signed, original documents only. Do not fax or e-mail this form. | This entire document is a public record.
2018 Local Health Department Accreditation Board
Document text
NORTH CAROLINA STATE BOARD OF FoR COMPLIANCE UNIT USE OvLY | ELECTIONS AND ETHICS ENFORCEMENT Date Resees 2018 STATEMENT OF ECONOMIC INTEREST 919-814-3600 i RECEIVED FEB 2 7 ug -814- viww.csbe. gov/Ethics/SET 1. ‘THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL romied et YOUR SEI FILING OBLIGATION |e | suo. semtoate___ w__ | om sees oe | enteres in estabase or FILER ANE (FIRST, MIDDLE ABD 0 OE Fe abn Re Cel Fe ees —] Last Name [surmx_| BR NATURE OR TYPEOF BUSINESS. 1 0 0 0 ie ERT ‘REASON FOR FILING (COMPLETE ALLTRATAPPLY) “| © REE RR STATE GOVERNMENT JOB (Specify Agency and Postion) | BOARD/COMMISSION (List complete name of al State Line | boards on which you are serving o are being Considered) reater Rickor, MPO a | NC PublicHeatth Feiiedationdoor JUDICIAL OFFICER (Specify Office) | * = | LEGISLATOR (Specify House of Senate) = '': [A Bil Feces fot members idem you ovsghle? | Fam Bes PALE ST a Fa ei i rE Hen term: Tmmedlate family includes your spouse (unless legally separated). It asp. includes members of yout eite iy (your’and your splse’s hire Grandchiidran, parents, Grandparents, and rE en isthe Voll opine Bf ll dts 30 manlpatid FmGFE Im your POSEhOW, A iors Eh ure 167 0M Be a ay ona. Aor» ch ur 8 yes de, rr a Re EMANCIPATED MINORS BUSINESS The SEX and any attachments, excluding the Confidential Form, are public records. Page 10f 10 [5 or ONLY the iat of al smemnpated minors your household blow, A in 2 chi onder 18 yes a6. Note: You must lst the fll name of each minor child on the Confidential Form available a the nit is document. Tas ror TE pr Rs we iy peom—— 1. As of December 31, 2017, did you, your spouse, or members of your immediate family: Have a owner narest marth Corl ret san (ncn your residence) witha marke vee of Sia oe es [No mer ves eee | vow mart | man bv Ro — fa Beatlf| 10070 | | _Catauba | Marin Beaty 00 = Beaty | “moze | — [1] » = coc or ren real fae or pron popert fo om he. a ot, Carl wh 3 ret vo of ibn o mo? Ove m6 Sr Nam of esses | WR Estate ocgtion | personal papers, } . (Renter) by City & County. Describe 2. At any time during 2016 or 2017, did you, your spouse, or members of your immediate family sell to or buy from the ‘State of North Cz ‘personal property with a market value of $10,000 or more? DYes o | Nomeorpurchaser | Mameorseer | Tyeorpropery | The SEE and any attachment, excluding the Confidential Form, ar public records. Pagezor1o FINANCIAL INTERESTS 5. As of December 31. 2017, id you, your Spouse: ar members of your mediate amily own any of th following nancial Interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY, A. Stock in 3 pub€ly owned company? ves [#o 0 or Ist ownership Interests Tn 8 wily held investment fard (ncuding mal nds, Tegued Tester Companies, o pension or defered compensation pansy i: (1) the und 15 publ waded 7 vs ssets are widely erie anc (1) nether you no ah I mGdate family member ae abe t comrl the assets hed to ml foc, investment company. of panei or Gfered compapanion ia: Owner of Tnterest Full Name of Company (ba not use a ticker symbol) Stock Options ya company or business? Oves we Owner of Stock Option Full Name of Company (Do not use a ticker symbol) ©. oteests 2 nan-ublcy ned company o business ent (ncuding interests 1 sole prop iearsnps, Farmers, IRE princess, JA Ventres, hed Kopi Companies, Iter obs ponerse, and Sosy nels orpgrotonsy Owner of interest Name of Company or Business Entity (2) For cach non-public owned company or business ny ine “primary company”) dented in question $8 enove, peas Ls te names of any per companies of usiress ences when the primary company uns Secures or equ eres wooed t over S100, nom. Nosy Publicly Owned Company or Business Entity | _ Other Companies In which the Primary Company (ihe Primary Compam) ‘Guns Security or Equity Interasts Rone or vot orm The SEX and any attachments, excluding the Confidential Form, are public records. Page 3 of 10 C2) 1 you know thot any company or business entity lated n 3. or 3.C(1) above nas any materia business Geaings o business comrocts withthe State. of North Caroline or regulated by the Sate, provid a brit description of that business actly. Nome of Company or Business Entity Description of Business Activity with the State Fffvone or hot known 3. As of December 31. 2017, were you, your Spouse, or members of your immediate fam the beneficiaries of » vested rust with 3 valu of $10,005 of more tha vas create, established, o controled py you? Do not lst assets hoid in blind trusts. See 2017 SEI Helpful Tos for the defintion of "Vested Trust” 80d “Bind Trust.” OYes o Name and Address of Trustee Description of the Trust | _ Your Relationship to the Trust 5. As of December 31, 2017, did you, your spouse, or members of your immediate family have liabilities of $10,000 or ‘more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student oan, persona loans and Inta-famiy debt: ove m6 Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Member) Individual, ete.) 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of | your immediate family during 2017. Include salary, wages, state/iocal government retirement, professional fees, | Ronn tees, Ghidends, fea come, busines ncome, and other pes of nome aurea 1b repoed on your | | Stat and federal tox retums. Do pat include Income received from the folowing sources: > Capital gains > Fedaral government retirement > Miltary retirement > Social security income/SSDI Recipient of Income Name of Source Type of Type of Income Business/ Industry C31 no reportable income over $5,000 in 2017. p [Cat Co Cort | CataubeCoud The SE and any attachments, excluding the Confidential Form, are public records. Pages of 10 PROFESSIONAL AND CIVIC RELATIONSHIPS 706). During 2017, were you, your spouse or members of your immediate arly a director, officer, governing board member, employee, independent contractor, or registered obbyit of 3 anprofit corpration o organzaten operating in he State of Noth Carolina. primary for relgious, charable, enti, terry, publk health and safety, o educational purposes? Oves pe "No," proceed to question 8. 56 not lst State boards ar née, or enies created by a poical subdivision of te State. > Do not st organizations of which you are a mere member. His/Her Position Name of Nonprofit Nature of Business or Corporation or Organization | Purpose of Organization 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, pease provid a bref description of te nature of hat Busines, known or with which due digence could reasonably be known Narpe of Nanprofit Corporation or Organization Describe State Business or State Funding fone or Not known 6. DURA F017, Were ou, Your Spouse, oF Rarer of your Tee far 3 Grecor, ofcer, or Governing board member of any Sociey, organization, or dVoGacy Group wih an interes in maar ove which your agency o board may ave rg OYes fo [] Legislator/Judicial Officer - You are not required to complete this question if you are filing because Vou are. lgiiotor o ojual officer o you are filng as an appoint to hose offices. 00 not st arganization of which you are oly a member (not serving in a leadership ok). Name of Society, Organization Leadership position or Advocacy Group (Director, officer, Board Member) The SEE and any attachments, excluding the Confidential Form, are public records. Pages of 10 family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2017. eT rr CE 9(b). If you know that any company or business entity listed in 9(a) above had any material business dealings or meat open eins orn fis Ay i OvYes [Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned [J Administrative [J Admiralty [] Corporate [Criminal [] Decedent’s Estates [J Environmental OJ Insurance Ol tabor [J Local Government [0] Real Property [0 Securities OTax [Tort litigation (including [J Utilities Regulation (C] Other category not listed. 11. During 2017, were you a licensed professional (other than an attomey) or did you provide consulting services [Yes io rT —— ——————————— « Licensed by the State board or employing entity with which you are or will be associated or mim —————————cr : ea eT E——— SY rr rm AAA ‘you are a legislator or a judicial officer (“judicial officer” is defined in the SEI Helpful Tips) or you Bre Fee — pr— phen conto megan ines A WL PRP I were you registeregt as such within the 12 months preceding your filing of this form? [Yes o r—— TT g— etn | "irae pram TTT 1 ug oy coor quer © « receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together, and + when both you and those person(s) were outside North Carolina at the time you accepted the f(s), and te Tr HI on for lobbying? - a RT A Pa aT rm a os amen 8 SHEA 3 8 Seon 4 Se 1 Se gt et we gry en nn | ame mor) | Bn rm ed |S an| Toe SEL ad ny tachment, axclding th Confident Form, are pute records, sage 710 15. During 2017 (but only th time period after you were appointed, employed, or fled or were nominated as a candidate) aid you + accept a “scholarship” exceeding $200 from a person or group of persons acting together and | + those person(s) were outside North Carolina and b « the scholarship was related to your public position? A “scholarship” is a grant-in-aid, either direct or indirect, | to-attond a conference, mating, or shmilar event, iciudivg tatian, wave) 15daing, mosis, 3nd other | similar expenses. (Ves (D6 3 ll Ofer - Yu ae ot equi to compe this question ou ar cic fice or youre fiing as a judicial officer appoint. > Do na report gifs that have previously been reported by you ta the Department of the Secretary of State on the “Expense Repart for Excerpted Persons.” > Legislators re not required to repart scholarships paid by 3 nonpartisan legislative organization of which th legisator or the General Assembly is a member or participant or an afiate ofthat organization. Date of ‘Name and Address of Donor(s) Estimated Market Scholarship Value | | SE E— 16. Were you appointed or are you being considered for an appointment to a covered board by the Governor or another Coun of State member? Council of State members are: > Govemar. > Lt. Governor > Secretary of State | > State Auditor > State Treasurer > Superintendent of Public Instruction | > Attomey General > Commissioner of Agriculture» Commissioner of Labor [ > Commissiopét of Insurance | ove ge | 11 Ves", lst ail contributions you (NOT immediate family members) made during 2017 with a cumulative | total of more than $1,000 to the Governor or other Council of State member who appointed You. | | » Contributions are defined in N.C.G.S. 163-278.6(6) and include, but are not limited to, “any advance, conveyance, | deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoéver.” Date ‘Amount Contributed to (Ko contributon(s) with a cumulative total of more than $1,000 [ rr] L “The SET and any attachments, excluding the Confidential Form, are public records. Page of 10 [— 17. Are you an appointee or prospective appointee o: a. the head of a principal state department (6.9. Cabinet secretary) appointed by the Governor; or b. 2 North Carolina Supreme Court Justice Court of Appeais, Superiar or District: Court Judge or . a member of any of the follwing boards: + ABC Commission + Coastal Resources Commission we + State Board of Education OYes lo + State Board of Elections + vision of Employment Security I No” proceed to + Environments Management Commission question 18. + Industrial Commission + Human Resources Commision + Rules Review Commission + Board of Transportation + UNC Board of Govemors + Utities Commission + Widife Resources Comission 4.11 s0, were you appointed or are you being considered for appointment to that | (Ives (2M PUBIC position by a Counc of State member? Counc of State members are ted | 1g wig, Se Hor Broceed to e. If 50, you must indicate whether during 2017 you (not immediate family members) engaged in ony of the allowing actites wih respect to o Gn behalf of the candidate of campaign committe of the Council of State member who. appointed you to your pubic poston: y i Oves pas” 1. Collected contributions from multiple contributors, took possession of such multiple contributions, and transfered or delivered those collected Contriutions to the candidate or committee? Contributions are defined in veston 16. Hosted a fn a your rsdence or pos of buses? i. Volunteered for campaign. elated actiutie, which include, but are not imited 0, phone banks, event assistance, maings, canvassing, surveying, or any | [Ives (gal other activity that advances the campaign ofa candidate? 15. Have you ever been convicted of a felony for which you have not received either: () a pardon of innocence; or (1) an order of expungement regarding that conviction? Oves m6 [ omense | owt Conviction | County of Conviction | _ state of conviction 19. Are you aware of any other information that you beleve may 3ssst the State Etics Commission In advising You concaming your compliance with the State Government Ethics Ad? Dives fe tyes, pose prov sch formation slo The SEX and any attachments, excluding the Confidential Form, are public records. Pages of 10 ArrTION — fm te formation provid Set of Fri ces ay sens to 5 es cong, | [ie A Va cry Live or trl adil ian ss, nrsto propery repos of nc re oh nesand my Semen of Econo cot and sn tschncts splces hec (its he ccpion of he Conti Fa in Eretmapae Ccy re s Lacoowld ftave rcdaudsnd N.C. 135426 ering concn iin o ci mas mind CE A ering ving Hb resin § 1384.26. Concling or ig dil ci frtion AR ———— oo br A Gg i snd 05 Tn PE — A ig person ho provide ise formation on ste fone crt a id de is Arle ne oon yo hs hy dF Sn yt Fr fe 200 Ee a rh Sis SIGHED, ORIGINAL documents nly. 0 sot a ar ent tier, The SEE and any attachments, excluding th Confident For, ar public records vonsnoro
2018 Greater Hickory MPO (TAC)
Document text
NORTH CAROLINA STATE BOARD OF FoR COMPLIANCE UNIT USE OvLY | ELECTIONS AND ETHICS ENFORCEMENT Date Resees 2018 STATEMENT OF ECONOMIC INTEREST 919-814-3600 i RECEIVED FEB 2 7 ug -814- viww.csbe. gov/Ethics/SET 1. ‘THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL romied et YOUR SEI FILING OBLIGATION |e | suo. semtoate___ w__ | om sees oe | enteres in estabase or FILER ANE (FIRST, MIDDLE ABD 0 OE Fe abn Re Cel Fe ees —] Last Name [surmx_| BR NATURE OR TYPEOF BUSINESS. 1 0 0 0 ie ERT ‘REASON FOR FILING (COMPLETE ALLTRATAPPLY) “| © REE RR STATE GOVERNMENT JOB (Specify Agency and Postion) | BOARD/COMMISSION (List complete name of al State Line | boards on which you are serving o are being Considered) reater Rickor, MPO a | NC PublicHeatth Feiiedationdoor JUDICIAL OFFICER (Specify Office) | * = | LEGISLATOR (Specify House of Senate) = '': [A Bil Feces fot members idem you ovsghle? | Fam Bes PALE ST a Fa ei i rE Hen term: Tmmedlate family includes your spouse (unless legally separated). It asp. includes members of yout eite iy (your’and your splse’s hire Grandchiidran, parents, Grandparents, and rE en isthe Voll opine Bf ll dts 30 manlpatid FmGFE Im your POSEhOW, A iors Eh ure 167 0M Be a ay ona. Aor» ch ur 8 yes de, rr a Re EMANCIPATED MINORS BUSINESS The SEX and any attachments, excluding the Confidential Form, are public records. Page 10f 10 [5 or ONLY the iat of al smemnpated minors your household blow, A in 2 chi onder 18 yes a6. Note: You must lst the fll name of each minor child on the Confidential Form available a the nit is document. Tas ror TE pr Rs we iy peom—— 1. As of December 31, 2017, did you, your spouse, or members of your immediate family: Have a owner narest marth Corl ret san (ncn your residence) witha marke vee of Sia oe es [No mer ves eee | vow mart | man bv Ro — fa Beatlf| 10070 | | _Catauba | Marin Beaty 00 = Beaty | “moze | — [1] » = coc or ren real fae or pron popert fo om he. a ot, Carl wh 3 ret vo of ibn o mo? Ove m6 Sr Nam of esses | WR Estate ocgtion | personal papers, } . (Renter) by City & County. Describe 2. At any time during 2016 or 2017, did you, your spouse, or members of your immediate family sell to or buy from the ‘State of North Cz ‘personal property with a market value of $10,000 or more? DYes o | Nomeorpurchaser | Mameorseer | Tyeorpropery | The SEE and any attachment, excluding the Confidential Form, ar public records. Pagezor1o FINANCIAL INTERESTS 5. As of December 31. 2017, id you, your Spouse: ar members of your mediate amily own any of th following nancial Interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY, A. Stock in 3 pub€ly owned company? ves [#o 0 or Ist ownership Interests Tn 8 wily held investment fard (ncuding mal nds, Tegued Tester Companies, o pension or defered compensation pansy i: (1) the und 15 publ waded 7 vs ssets are widely erie anc (1) nether you no ah I mGdate family member ae abe t comrl the assets hed to ml foc, investment company. of panei or Gfered compapanion ia: Owner of Tnterest Full Name of Company (ba not use a ticker symbol) Stock Options ya company or business? Oves we Owner of Stock Option Full Name of Company (Do not use a ticker symbol) ©. oteests 2 nan-ublcy ned company o business ent (ncuding interests 1 sole prop iearsnps, Farmers, IRE princess, JA Ventres, hed Kopi Companies, Iter obs ponerse, and Sosy nels orpgrotonsy Owner of interest Name of Company or Business Entity (2) For cach non-public owned company or business ny ine “primary company”) dented in question $8 enove, peas Ls te names of any per companies of usiress ences when the primary company uns Secures or equ eres wooed t over S100, nom. Nosy Publicly Owned Company or Business Entity | _ Other Companies In which the Primary Company (ihe Primary Compam) ‘Guns Security or Equity Interasts Rone or vot orm The SEX and any attachments, excluding the Confidential Form, are public records. Page 3 of 10 C2) 1 you know thot any company or business entity lated n 3. or 3.C(1) above nas any materia business Geaings o business comrocts withthe State. of North Caroline or regulated by the Sate, provid a brit description of that business actly. Nome of Company or Business Entity Description of Business Activity with the State Fffvone or hot known 3. As of December 31. 2017, were you, your Spouse, or members of your immediate fam the beneficiaries of » vested rust with 3 valu of $10,005 of more tha vas create, established, o controled py you? Do not lst assets hoid in blind trusts. See 2017 SEI Helpful Tos for the defintion of "Vested Trust” 80d “Bind Trust.” OYes o Name and Address of Trustee Description of the Trust | _ Your Relationship to the Trust 5. As of December 31, 2017, did you, your spouse, or members of your immediate family have liabilities of $10,000 or ‘more, excluding the mortgage on your primary personal residence? Examples include credit card debts, auto loans, student oan, persona loans and Inta-famiy debt: ove m6 Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Member) Individual, ete.) 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of | your immediate family during 2017. Include salary, wages, state/iocal government retirement, professional fees, | Ronn tees, Ghidends, fea come, busines ncome, and other pes of nome aurea 1b repoed on your | | Stat and federal tox retums. Do pat include Income received from the folowing sources: > Capital gains > Fedaral government retirement > Miltary retirement > Social security income/SSDI Recipient of Income Name of Source Type of Type of Income Business/ Industry C31 no reportable income over $5,000 in 2017. p [Cat Co Cort | CataubeCoud The SE and any attachments, excluding the Confidential Form, are public records. Pages of 10 PROFESSIONAL AND CIVIC RELATIONSHIPS 706). During 2017, were you, your spouse or members of your immediate arly a director, officer, governing board member, employee, independent contractor, or registered obbyit of 3 anprofit corpration o organzaten operating in he State of Noth Carolina. primary for relgious, charable, enti, terry, publk health and safety, o educational purposes? Oves pe "No," proceed to question 8. 56 not lst State boards ar née, or enies created by a poical subdivision of te State. > Do not st organizations of which you are a mere member. His/Her Position Name of Nonprofit Nature of Business or Corporation or Organization | Purpose of Organization 7(b). If the nonprofit corporations or organizations listed above do business with the State of North Carolina or receive State funds, pease provid a bref description of te nature of hat Busines, known or with which due digence could reasonably be known Narpe of Nanprofit Corporation or Organization Describe State Business or State Funding fone or Not known 6. DURA F017, Were ou, Your Spouse, oF Rarer of your Tee far 3 Grecor, ofcer, or Governing board member of any Sociey, organization, or dVoGacy Group wih an interes in maar ove which your agency o board may ave rg OYes fo [] Legislator/Judicial Officer - You are not required to complete this question if you are filing because Vou are. lgiiotor o ojual officer o you are filng as an appoint to hose offices. 00 not st arganization of which you are oly a member (not serving in a leadership ok). Name of Society, Organization Leadership position or Advocacy Group (Director, officer, Board Member) The SEE and any attachments, excluding the Confidential Form, are public records. Pages of 10 family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2017. eT rr CE 9(b). If you know that any company or business entity listed in 9(a) above had any material business dealings or meat open eins orn fis Ay i OvYes [Judicial Officer/State Attorney If “Yes”, check each category of legal representation in which you or the law firm with which you are affiliated has earned [J Administrative [J Admiralty [] Corporate [Criminal [] Decedent’s Estates [J Environmental OJ Insurance Ol tabor [J Local Government [0] Real Property [0 Securities OTax [Tort litigation (including [J Utilities Regulation (C] Other category not listed. 11. During 2017, were you a licensed professional (other than an attomey) or did you provide consulting services [Yes io rT —— ——————————— « Licensed by the State board or employing entity with which you are or will be associated or mim —————————cr : ea eT E——— SY rr rm AAA ‘you are a legislator or a judicial officer (“judicial officer” is defined in the SEI Helpful Tips) or you Bre Fee — pr— phen conto megan ines A WL PRP I were you registeregt as such within the 12 months preceding your filing of this form? [Yes o r—— TT g— etn | "irae pram TTT 1 ug oy coor quer © « receive any “gift(s)” exceeding $200 per quarter from a person or group of persons acting together, and + when both you and those person(s) were outside North Carolina at the time you accepted the f(s), and te Tr HI on for lobbying? - a RT A Pa aT rm a os amen 8 SHEA 3 8 Seon 4 Se 1 Se gt et we gry en nn | ame mor) | Bn rm ed |S an| Toe SEL ad ny tachment, axclding th Confident Form, are pute records, sage 710 15. During 2017 (but only th time period after you were appointed, employed, or fled or were nominated as a candidate) aid you + accept a “scholarship” exceeding $200 from a person or group of persons acting together and | + those person(s) were outside North Carolina and b « the scholarship was related to your public position? A “scholarship” is a grant-in-aid, either direct or indirect, | to-attond a conference, mating, or shmilar event, iciudivg tatian, wave) 15daing, mosis, 3nd other | similar expenses. (Ves (D6 3 ll Ofer - Yu ae ot equi to compe this question ou ar cic fice or youre fiing as a judicial officer appoint. > Do na report gifs that have previously been reported by you ta the Department of the Secretary of State on the “Expense Repart for Excerpted Persons.” > Legislators re not required to repart scholarships paid by 3 nonpartisan legislative organization of which th legisator or the General Assembly is a member or participant or an afiate ofthat organization. Date of ‘Name and Address of Donor(s) Estimated Market Scholarship Value | | SE E— 16. Were you appointed or are you being considered for an appointment to a covered board by the Governor or another Coun of State member? Council of State members are: > Govemar. > Lt. Governor > Secretary of State | > State Auditor > State Treasurer > Superintendent of Public Instruction | > Attomey General > Commissioner of Agriculture» Commissioner of Labor [ > Commissiopét of Insurance | ove ge | 11 Ves", lst ail contributions you (NOT immediate family members) made during 2017 with a cumulative | total of more than $1,000 to the Governor or other Council of State member who appointed You. | | » Contributions are defined in N.C.G.S. 163-278.6(6) and include, but are not limited to, “any advance, conveyance, | deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoéver.” Date ‘Amount Contributed to (Ko contributon(s) with a cumulative total of more than $1,000 [ rr] L “The SET and any attachments, excluding the Confidential Form, are public records. Page of 10 [— 17. Are you an appointee or prospective appointee o: a. the head of a principal state department (6.9. Cabinet secretary) appointed by the Governor; or b. 2 North Carolina Supreme Court Justice Court of Appeais, Superiar or District: Court Judge or . a member of any of the follwing boards: + ABC Commission + Coastal Resources Commission we + State Board of Education OYes lo + State Board of Elections + vision of Employment Security I No” proceed to + Environments Management Commission question 18. + Industrial Commission + Human Resources Commision + Rules Review Commission + Board of Transportation + UNC Board of Govemors + Utities Commission + Widife Resources Comission 4.11 s0, were you appointed or are you being considered for appointment to that | (Ives (2M PUBIC position by a Counc of State member? Counc of State members are ted | 1g wig, Se Hor Broceed to e. If 50, you must indicate whether during 2017 you (not immediate family members) engaged in ony of the allowing actites wih respect to o Gn behalf of the candidate of campaign committe of the Council of State member who. appointed you to your pubic poston: y i Oves pas” 1. Collected contributions from multiple contributors, took possession of such multiple contributions, and transfered or delivered those collected Contriutions to the candidate or committee? Contributions are defined in veston 16. Hosted a fn a your rsdence or pos of buses? i. Volunteered for campaign. elated actiutie, which include, but are not imited 0, phone banks, event assistance, maings, canvassing, surveying, or any | [Ives (gal other activity that advances the campaign ofa candidate? 15. Have you ever been convicted of a felony for which you have not received either: () a pardon of innocence; or (1) an order of expungement regarding that conviction? Oves m6 [ omense | owt Conviction | County of Conviction | _ state of conviction 19. Are you aware of any other information that you beleve may 3ssst the State Etics Commission In advising You concaming your compliance with the State Government Ethics Ad? Dives fe tyes, pose prov sch formation slo The SEX and any attachments, excluding the Confidential Form, are public records. Pages of 10 ArrTION — fm te formation provid Set of Fri ces ay sens to 5 es cong, | [ie A Va cry Live or trl adil ian ss, nrsto propery repos of nc re oh nesand my Semen of Econo cot and sn tschncts splces hec (its he ccpion of he Conti Fa in Eretmapae Ccy re s Lacoowld ftave rcdaudsnd N.C. 135426 ering concn iin o ci mas mind CE A ering ving Hb resin § 1384.26. Concling or ig dil ci frtion AR ———— oo br A Gg i snd 05 Tn PE — A ig person ho provide ise formation on ste fone crt a id de is Arle ne oon yo hs hy dF Sn yt Fr fe 200 Ee a rh Sis SIGHED, ORIGINAL documents nly. 0 sot a ar ent tier, The SEE and any attachments, excluding th Confident For, ar public records vonsnoro
2017 Local Health Department Accreditation Board
Document text
577%, NORTH CAROLINA STATE ETHICS COMMISSION | ror emucs commission use ony JR"; 2017 STATEMENT OF ECONOMIC INTEREST | Od Received: h 919-814-3600 www.ethicscommission.nc.gov E: 3 THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL |C25 Checks or cmpition YOUR SEI FILING OBLIGATION == Scand cmsite Incompeters __ Supp. Sent ate w__ Supp. Received Date Entered in catabase 3] (1 8y ike [Ms [Barbara | Cale | Beaty | | [omorepoen — Toatme © | Retived [7 K d NATURE OR TYPE OF BUSINESS REASON FOR FILING (COMPLETE ALL THAT APPLY) STATE GOVERNMENT JOB (Speciy Agency) BOARD/COMMISSION (List complete name of al State. Soards on which you are serving or sre being considered) WC Public Health RecreditationBadrd Greater Hickory MPO JUDICIAL OFFICER (Specify Office) LEGISLATOR (specify House or Senate) A. Do other immediate family members reside in your household? Ove whe When used throughout this form, the term Immediate family includes your spouse (unless legally separated), It also Includes members of your extended famly (your and your spouse's children, arandchicren, parents, grandparents, and siblings, and the spouses of each of thosa persons) wh reside in your household. List the ull name of ail adults and emancipated minors in your household. A minor fs a child under 18 years od Minors are emancipated by marriage, enlistment in the US miltary, or court order for emancipation FULL NAME OF ADULTS & | RELATIONSHIP | EMPLOYER NATURE OF EMANCIPATED MINORS BUSINESS ‘The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 10 B.. List ONLY the initials of all unemancipated minors In your household below. A minor is a child under 18 years od. Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. INITIALS FOR UNEMANCIPATED. MINORS PROPERTY INTERESTS 1. As of December 31, 2016, did you, your spouse, or members of your immediate family: A. Have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? es One % Ownership Interest Bath ig Beaity| L00%T> | Dayd bya Beal 070 a va Feat | 100% | ane Petty | sof [| awh B. Lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? Ove fc Name of Lessee | If Real Estate, Location | If Personal Property, (Renter) by City & County Describe. 2. At any time during 2015 or 2016, did you, your spouse, or members of your immediate family sell to or buy from the ‘State of orth Caroling personal property with a market value of $10,000 or more? ale one Macy Beaty | 0007 lane] | aly I Ty Vi dn The SEI and any attachments, excluding the Confidential Form, are public records. Page20f10 3. As of December 31, 2016, did you, your spouse, or members of your Immediate omy own any of the following nancial Interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY, A. Stock in 2 publicly owned company? Cove _(oflo Bo nt list ownership interests in 3 widely held investment fund (including mutual funds, regulated Tvestment companies, or pension or defered compensation plans) if: (1) the fund = publicly traded or is assets are widely diversified; and () neither you nor an immediate family member are abl to control the assets held I the mutual fon, investment company, or pension or deferred compensation plan: [ ownerormterest | rulNameof Company (bu ot uses ticker symbon B. Stock Options in a company or business? ves he Full Name of Company (Do not use a ticker symbol) C. Interests na non-publcy anned company or business enti (Induding interests In sole proprietors, partnerships, Imited partnerships, Joint ventures, imited labiky companies, mted apiey porinershins, and dlosely held corporations)? Oves Bo - 1F"No," proceed to question 4. [ ownerotmmews Name of Company or Business Entity (2). For each non-publicly owned company ar business entity (the “primary company") identified in question 3.C above, please lis the names of any other companies or business entities In which the primary company owns securities or equity interests vaued at over $10,000, # known: Non-Publicly Owned Company or Business Entity | _ Other Companies In which the Primary Company (the Primary Company) Owns Security or Equity Interests The SEX and any attachments, excluding the Confidential Form, are public records. Page 30r 10 EEE ——_—_—, C2). you know that any company or business entity liste in 3.C or 3.C(1) above has any material business Gealngs or business contracts with the State of North Carolin, or is regulated by the State, provide a brief description of that business activity. ovo of Bane ey wi se 4 As of December 31. 2016, were you, your spouse, or members of your Imimediata family the beneficiaries of a vested rus with 3 valoe of $10,000 or more that wes created, established, or controled by you? 0 not ist assets held in bind trusts. See 2017 SE Helpful Tips for the definition of “Vested Trust” and "Blind Trust * Oves @fo Name ang Address of Trustee i ——— 5. As of December 34, 2016, did you, your spouse, or members of your Immediate family have llabiliies of $10,000 or more, excluding the mortgage on your primary personal residence? Examples Include credit card debts, auto loans, student oan, personal oans and nta- family debt. Ove wf ‘Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Viamber) = Individual, etc.) 6. List cach source of income (not speci amounts) of more. than $5,000 received by you, your spause, or members of your Immediate family during 2016. Include salary, Wages, state/ocal government. retirement, professional fees, Ronoraria, erest, dividends, rencl income, business income, ond other types of Income reauired to be reported on your State and federal tax returns Do nat Include income received from the following sources: » Capital gains » Federal government retirement > Military retirement > Social security Income/SSDL Recipient of Income ‘Name of Source Type of Type of Income Business/ Industry C31 had no reportable Income over $5,000 in 2016. The SEX and any attachments, excluding the Confidential Form, are public records. Page 4 of 10 PROFESSIONAL AND CIVIC RELATIONSHIPS 7(2). During 2016, were you, your spouse or members of your immediate family a director, officer, governing board els SRG, Indepandan cotroto, of reorad ODS Sa WB CoroOaNn of rps ope gn Th State of Non Carlin primary for relous. Chaat, SHeneTe, ara, uml. meakh ane steno educations Purposes? ives © to rca to ssi. 5 no ot Sia boards or ries o eniies Greated By 3 pala subAvIan of he Ste > Do nats organizations of whch you ar & mare member I a re Wis Her Postion Name of Nonprofit ature of Business or Corporation or Organization | Purpose of Organization 700). 1 he nonprofit. corpratons or organization ted above do usiess wih th tae of Ror Corl ar receive Site fon, Dns proviso bre Gusenpion oft nature of tht bose, Khown or wi ich doe Agence cod economy be now Nara of Nonprofit Corporation or Organization 8. During 2016, were you, your spouse, or members of your immediate family a director, officer, or governing board member Stary soe, ariangaton, o Sdvotaey rou wih ar MeSH 1 es Ove WhYEh YOUR 5ery of oerd ony Tove orcas Dives Do” Dltepsotorocia offer Yu strive o complet is uestioni you re fing bec Tou are lesatoro 8 Sa SGT of ou ae Pim 06 appa % ace sce. Do not list organizations of which you are only a member (not serving in a leadership role). ame of Society, Organization Caadarsnip Postion or Advocady Group (Director, Ofcar, Board Member) The SEX and any attachments, excluding the Confidential Form, are publ records. Page sof 10 500. Uist th name of soch company or business ith Whh You wee ass0Gted where you or member of your [UGdals family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2016. [__mameotperon | Relationshiptoriier | Wameof Company | Roieotperson | S(5). 1 you know that any company o business arty sted In 3() shove had any material business dealings or Business conracis with the Sate of North Caralin or as regulated by the Sta a3 of Decembar 31. 2016, provide & rie descpton of ha business atty. Description of Business Activity with the State Fry p———— Oves @f oudcal Offcer/stote Attorney 1f “Yes®, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2016. 0 Administrative [Admiralty (0 Corporate O Criminal [Decedent's Estates Qenvionmenta Cltnsurance Cluster oc Government OoReat property Osecunties OTe Dot tigation (including Clutites Regulation (Other category nt sted. nepigencer thes Rea 11. During 2016, were you a licensed professional (other than an attomey) or did you provide consulting services odiBoaly or 25 member of professions apcaton fo whch you charged or were paid over 10,0007 Ove 6 The SEX and any attachments, excluding the Confidential Form, are public records. Page sor 10 12. Are you or your employer, your spouse or members of your Immediate family, or their employer curently: + Licensed by the State board or employing entity with which you are or willbe associated or + Regulated by the State board or employing entity with which you are or will be associated or . the State board or employing entity with which you are or will be associated? Oves fo Legislator udicial Officer - You are not required to complete this question f you are fling because You are a legislator or a judicial officer (“judicial officer 5 defined in the SEI Helpful Tips) or you are fling as an appointee to those offices. Name of Person Name of Employer Type of Relationship (F applicable) (Licensing, Regulatory, Business) 13. Are you, your spouse or a member of your Immediate family currenty registered as 3 Iobbyst or lobbyist principal, or ‘were you registered as such within the 12 months preceding your filing of this form? | Oves fo | ‘Name of Lobbyist Registration Expiration OTHER DISCLOSURES 14. During any calendar quarter in 2016 (but only the time period afte you were appointed, employed or fled or were nominated as a candidate), did you « receive any "Gi(s)" exceeding $200 per quarter from person or 0roup of persons acting together, and « when both you and those person(s) were outside North Carolina at the time you accepted the gift(s), and + the gIR(s) were given under circumstances that would lead a reasonable person to conclude that they were given for lobbying? Oves wc 50 not report gifts given by members of your extended far. D0 not report gifs that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” The SEX and any attachments, excluding the Confidential Form, are public records. Page7of 10 15. During 2016 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) did you + accept a “scholarship” exceeding $200 from a person or group of persons acting together and those person(s) were outside North Corolin and. + the scholarship was related to your public positon? A “scholarship” i a grant-In-aid, ether direct or Indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ves 40 Cum cs our ot ued comet ts aus you ae a cl fc or you ae lng 2s judicial office appantes. > Do nt report ifts that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” > Legislators are no required to report scholarships pid by a nanpartisan leisatve organization of which the legislator | or the General Assembly f & member o participant o an flat of that organization. f Date of ‘Name and Address of Doors) Estimated Market | Schalarship Value 16. Were you appointed or re you being considered for an appartment to 2 covered board by the Governor or anther Counc of tate member? Councll of State members ara: > Governor > tt Governor > Secretary of State > State Auditor > State Treasurer > Superintendent of Public Instruction > Attomey General » Commissioner of Agricuture > Commissioner of abr > Commissioner of Insurance Ove ms If “Yes”, list all contributions you (NOT immediate family members) made during 2016 with a cumulative total of more than $1,000 to the Governar or other Council of State member Who appointed you. Contribution are defined in N.C.G.S. 163-278.6(6) and Include, bu are not limited to, “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever,” we [mem] Comsat (90 contribtion(s) with 2 cumulative total of mare han $1,000 The SEX and any attachments, excluding the Confidential Form, are public records. Page sof 10 17. Are you an appointee or prospective appointee tor a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governar; or b. 2 North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or . 2 member of any of the following boards: + ABC Commission + Coastal Resources Commission + State Board of Education Oves Oe + State Board of Elections + Division of Employment Security I “No proceed to + Environmental Management Commission ‘question 18. + industrial Commission + Human Resources Commission + Rules Review Comission + Boord of Transportation. + UNC Board of Governors + Utities Commission + Widife Resources Commission _ 4. If so, were you appointed or are you being considered for appointment to that | (I Yes 6146 public postion by a Counc of State member? Councl of State members ore sted | 37 no," proceed to Tn question 16. Lents? e. If 50, you must Indicate whether during 2016 you (not mediate family members) engaged in any of the folowing activities with respect to or on behalf of the candidate or campaign committe of the Cound of Stats member who appointed you to your public position Oves @Ao i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected Contributions to the candidate or committec? Contributions are defined In auestion 16. ii. Hosted a fundraiser at your residence or place of business? Oves [Ao il. Volunteered for campaign-related activites, which include, but are not limited to, phone banks, event assistance, mailings, canvassing, surveying, or any Oves ©H6 other activity that advances the campaign of a candidate” 18. Have you ever been convicted of felony for which you have not received either: (i) a pardon of Innocence; or (i) an order of expungement regarding that conviction? ave of I I Te We TT Cl 19. Are you aware of any other information that you befleve may assist the State Ethics Commission in advising you concerning your compliance with the State Government E2hics Act? ives [06 ifyes, plese provide such information below The SEX and any attachments, excluding the Confidential Form, are public records. Pages of 10 ArrimATION fin th lori rondo Sct of enor rt nd ny cn el ee coo, Ee awed wa eh ko sry Te oem, snd wil or st, ys, rest, oper fo apse of necling ee en undrsan tt my Stmenof Eco ees ada aches spl he vith xepionaf he Pim prey EE —————— LS a ame oo a tomas § 158A26 Consling ling dco mtr nemation Sp ——, eh el nyo Coe | mens sd a bat ppt § 138A-27. Penalty for false information. lg pon hi provision on cet of nods ers sed er is Arie En ns py of Ch on aba ay on EE Matchiz, 2017 a 4 | (3 eu fy He he x ans attachment, exciin th Conde Form ar publ records —_—
2017 Greater Hickory MPO (TAC)
Document text
577%, NORTH CAROLINA STATE ETHICS COMMISSION | ror emucs commission use ony JR"; 2017 STATEMENT OF ECONOMIC INTEREST | Od Received: h 919-814-3600 www.ethicscommission.nc.gov E: 3 THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL |C25 Checks or cmpition YOUR SEI FILING OBLIGATION == Scand cmsite Incompeters __ Supp. Sent ate w__ Supp. Received Date Entered in catabase 3] (1 8y ike [Ms [Barbara | Cale | Beaty | | [omorepoen — Toatme © | Retived [7 K d NATURE OR TYPE OF BUSINESS REASON FOR FILING (COMPLETE ALL THAT APPLY) STATE GOVERNMENT JOB (Speciy Agency) BOARD/COMMISSION (List complete name of al State. Soards on which you are serving or sre being considered) WC Public Health RecreditationBadrd Greater Hickory MPO JUDICIAL OFFICER (Specify Office) LEGISLATOR (specify House or Senate) A. Do other immediate family members reside in your household? Ove whe When used throughout this form, the term Immediate family includes your spouse (unless legally separated), It also Includes members of your extended famly (your and your spouse's children, arandchicren, parents, grandparents, and siblings, and the spouses of each of thosa persons) wh reside in your household. List the ull name of ail adults and emancipated minors in your household. A minor fs a child under 18 years od Minors are emancipated by marriage, enlistment in the US miltary, or court order for emancipation FULL NAME OF ADULTS & | RELATIONSHIP | EMPLOYER NATURE OF EMANCIPATED MINORS BUSINESS ‘The SEI and any attachments, excluding the Confidential Form, are public records. Page 10 10 B.. List ONLY the initials of all unemancipated minors In your household below. A minor is a child under 18 years od. Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. INITIALS FOR UNEMANCIPATED. MINORS PROPERTY INTERESTS 1. As of December 31, 2016, did you, your spouse, or members of your immediate family: A. Have an ownership interest in North Carolina real estate (including your residence) with a market value of $10,000 or more? es One % Ownership Interest Bath ig Beaity| L00%T> | Dayd bya Beal 070 a va Feat | 100% | ane Petty | sof [| awh B. Lease or rent real estate or personal property to or from the State of North Carolina with a market value of $10,000 or more? Ove fc Name of Lessee | If Real Estate, Location | If Personal Property, (Renter) by City & County Describe. 2. At any time during 2015 or 2016, did you, your spouse, or members of your immediate family sell to or buy from the ‘State of orth Caroling personal property with a market value of $10,000 or more? ale one Macy Beaty | 0007 lane] | aly I Ty Vi dn The SEI and any attachments, excluding the Confidential Form, are public records. Page20f10 3. As of December 31, 2016, did you, your spouse, or members of your Immediate omy own any of the following nancial Interests valued at $10,000 or more? LIST EACH COMPANY INDIVIDUALLY, A. Stock in 2 publicly owned company? Cove _(oflo Bo nt list ownership interests in 3 widely held investment fund (including mutual funds, regulated Tvestment companies, or pension or defered compensation plans) if: (1) the fund = publicly traded or is assets are widely diversified; and () neither you nor an immediate family member are abl to control the assets held I the mutual fon, investment company, or pension or deferred compensation plan: [ ownerormterest | rulNameof Company (bu ot uses ticker symbon B. Stock Options in a company or business? ves he Full Name of Company (Do not use a ticker symbol) C. Interests na non-publcy anned company or business enti (Induding interests In sole proprietors, partnerships, Imited partnerships, Joint ventures, imited labiky companies, mted apiey porinershins, and dlosely held corporations)? Oves Bo - 1F"No," proceed to question 4. [ ownerotmmews Name of Company or Business Entity (2). For each non-publicly owned company ar business entity (the “primary company") identified in question 3.C above, please lis the names of any other companies or business entities In which the primary company owns securities or equity interests vaued at over $10,000, # known: Non-Publicly Owned Company or Business Entity | _ Other Companies In which the Primary Company (the Primary Company) Owns Security or Equity Interests The SEX and any attachments, excluding the Confidential Form, are public records. Page 30r 10 EEE ——_—_—, C2). you know that any company or business entity liste in 3.C or 3.C(1) above has any material business Gealngs or business contracts with the State of North Carolin, or is regulated by the State, provide a brief description of that business activity. ovo of Bane ey wi se 4 As of December 31. 2016, were you, your spouse, or members of your Imimediata family the beneficiaries of a vested rus with 3 valoe of $10,000 or more that wes created, established, or controled by you? 0 not ist assets held in bind trusts. See 2017 SE Helpful Tips for the definition of “Vested Trust” and "Blind Trust * Oves @fo Name ang Address of Trustee i ——— 5. As of December 34, 2016, did you, your spouse, or members of your Immediate family have llabiliies of $10,000 or more, excluding the mortgage on your primary personal residence? Examples Include credit card debts, auto loans, student oan, personal oans and nta- family debt. Ove wf ‘Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Viamber) = Individual, etc.) 6. List cach source of income (not speci amounts) of more. than $5,000 received by you, your spause, or members of your Immediate family during 2016. Include salary, Wages, state/ocal government. retirement, professional fees, Ronoraria, erest, dividends, rencl income, business income, ond other types of Income reauired to be reported on your State and federal tax returns Do nat Include income received from the following sources: » Capital gains » Federal government retirement > Military retirement > Social security Income/SSDL Recipient of Income ‘Name of Source Type of Type of Income Business/ Industry C31 had no reportable Income over $5,000 in 2016. The SEX and any attachments, excluding the Confidential Form, are public records. Page 4 of 10 PROFESSIONAL AND CIVIC RELATIONSHIPS 7(2). During 2016, were you, your spouse or members of your immediate family a director, officer, governing board els SRG, Indepandan cotroto, of reorad ODS Sa WB CoroOaNn of rps ope gn Th State of Non Carlin primary for relous. Chaat, SHeneTe, ara, uml. meakh ane steno educations Purposes? ives © to rca to ssi. 5 no ot Sia boards or ries o eniies Greated By 3 pala subAvIan of he Ste > Do nats organizations of whch you ar & mare member I a re Wis Her Postion Name of Nonprofit ature of Business or Corporation or Organization | Purpose of Organization 700). 1 he nonprofit. corpratons or organization ted above do usiess wih th tae of Ror Corl ar receive Site fon, Dns proviso bre Gusenpion oft nature of tht bose, Khown or wi ich doe Agence cod economy be now Nara of Nonprofit Corporation or Organization 8. During 2016, were you, your spouse, or members of your immediate family a director, officer, or governing board member Stary soe, ariangaton, o Sdvotaey rou wih ar MeSH 1 es Ove WhYEh YOUR 5ery of oerd ony Tove orcas Dives Do” Dltepsotorocia offer Yu strive o complet is uestioni you re fing bec Tou are lesatoro 8 Sa SGT of ou ae Pim 06 appa % ace sce. Do not list organizations of which you are only a member (not serving in a leadership role). ame of Society, Organization Caadarsnip Postion or Advocady Group (Director, Ofcar, Board Member) The SEX and any attachments, excluding the Confidential Form, are publ records. Page sof 10 500. Uist th name of soch company or business ith Whh You wee ass0Gted where you or member of your [UGdals family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2016. [__mameotperon | Relationshiptoriier | Wameof Company | Roieotperson | S(5). 1 you know that any company o business arty sted In 3() shove had any material business dealings or Business conracis with the Sate of North Caralin or as regulated by the Sta a3 of Decembar 31. 2016, provide & rie descpton of ha business atty. Description of Business Activity with the State Fry p———— Oves @f oudcal Offcer/stote Attorney 1f “Yes®, check each category of legal representation in which you or the law firm with which you are affiliated has earned legal fees of more than $10,000 during 2016. 0 Administrative [Admiralty (0 Corporate O Criminal [Decedent's Estates Qenvionmenta Cltnsurance Cluster oc Government OoReat property Osecunties OTe Dot tigation (including Clutites Regulation (Other category nt sted. nepigencer thes Rea 11. During 2016, were you a licensed professional (other than an attomey) or did you provide consulting services odiBoaly or 25 member of professions apcaton fo whch you charged or were paid over 10,0007 Ove 6 The SEX and any attachments, excluding the Confidential Form, are public records. Page sor 10 12. Are you or your employer, your spouse or members of your Immediate family, or their employer curently: + Licensed by the State board or employing entity with which you are or willbe associated or + Regulated by the State board or employing entity with which you are or will be associated or . the State board or employing entity with which you are or will be associated? Oves fo Legislator udicial Officer - You are not required to complete this question f you are fling because You are a legislator or a judicial officer (“judicial officer 5 defined in the SEI Helpful Tips) or you are fling as an appointee to those offices. Name of Person Name of Employer Type of Relationship (F applicable) (Licensing, Regulatory, Business) 13. Are you, your spouse or a member of your Immediate family currenty registered as 3 Iobbyst or lobbyist principal, or ‘were you registered as such within the 12 months preceding your filing of this form? | Oves fo | ‘Name of Lobbyist Registration Expiration OTHER DISCLOSURES 14. During any calendar quarter in 2016 (but only the time period afte you were appointed, employed or fled or were nominated as a candidate), did you « receive any "Gi(s)" exceeding $200 per quarter from person or 0roup of persons acting together, and « when both you and those person(s) were outside North Carolina at the time you accepted the gift(s), and + the gIR(s) were given under circumstances that would lead a reasonable person to conclude that they were given for lobbying? Oves wc 50 not report gifts given by members of your extended far. D0 not report gifs that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” The SEX and any attachments, excluding the Confidential Form, are public records. Page7of 10 15. During 2016 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) did you + accept a “scholarship” exceeding $200 from a person or group of persons acting together and those person(s) were outside North Corolin and. + the scholarship was related to your public positon? A “scholarship” i a grant-In-aid, ether direct or Indirect, to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other similar expenses. ves 40 Cum cs our ot ued comet ts aus you ae a cl fc or you ae lng 2s judicial office appantes. > Do nt report ifts that have previously been reported by you to the Department of the Secretary of State on the “Expense Report for Exempted Persons.” > Legislators are no required to report scholarships pid by a nanpartisan leisatve organization of which the legislator | or the General Assembly f & member o participant o an flat of that organization. f Date of ‘Name and Address of Doors) Estimated Market | Schalarship Value 16. Were you appointed or re you being considered for an appartment to 2 covered board by the Governor or anther Counc of tate member? Councll of State members ara: > Governor > tt Governor > Secretary of State > State Auditor > State Treasurer > Superintendent of Public Instruction > Attomey General » Commissioner of Agricuture > Commissioner of abr > Commissioner of Insurance Ove ms If “Yes”, list all contributions you (NOT immediate family members) made during 2016 with a cumulative total of more than $1,000 to the Governar or other Council of State member Who appointed you. Contribution are defined in N.C.G.S. 163-278.6(6) and Include, bu are not limited to, “any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever,” we [mem] Comsat (90 contribtion(s) with 2 cumulative total of mare han $1,000 The SEX and any attachments, excluding the Confidential Form, are public records. Page sof 10 17. Are you an appointee or prospective appointee tor a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governar; or b. 2 North Carolina Supreme Court Justice, Court of Appeals, Superior or District Court Judge; or . 2 member of any of the following boards: + ABC Commission + Coastal Resources Commission + State Board of Education Oves Oe + State Board of Elections + Division of Employment Security I “No proceed to + Environmental Management Commission ‘question 18. + industrial Commission + Human Resources Commission + Rules Review Comission + Boord of Transportation. + UNC Board of Governors + Utities Commission + Widife Resources Commission _ 4. If so, were you appointed or are you being considered for appointment to that | (I Yes 6146 public postion by a Counc of State member? Councl of State members ore sted | 37 no," proceed to Tn question 16. Lents? e. If 50, you must Indicate whether during 2016 you (not mediate family members) engaged in any of the folowing activities with respect to or on behalf of the candidate or campaign committe of the Cound of Stats member who appointed you to your public position Oves @Ao i. Collected contributions from multiple contributors, took possession of such multiple contributions, and transferred or delivered those collected Contributions to the candidate or committec? Contributions are defined In auestion 16. ii. Hosted a fundraiser at your residence or place of business? Oves [Ao il. Volunteered for campaign-related activites, which include, but are not limited to, phone banks, event assistance, mailings, canvassing, surveying, or any Oves ©H6 other activity that advances the campaign of a candidate” 18. Have you ever been convicted of felony for which you have not received either: (i) a pardon of Innocence; or (i) an order of expungement regarding that conviction? ave of I I Te We TT Cl 19. Are you aware of any other information that you befleve may assist the State Ethics Commission in advising you concerning your compliance with the State Government E2hics Act? ives [06 ifyes, plese provide such information below The SEX and any attachments, excluding the Confidential Form, are public records. Pages of 10 ArrimATION fin th lori rondo Sct of enor rt nd ny cn el ee coo, Ee awed wa eh ko sry Te oem, snd wil or st, ys, rest, oper fo apse of necling ee en undrsan tt my Stmenof Eco ees ada aches spl he vith xepionaf he Pim prey EE —————— LS a ame oo a tomas § 158A26 Consling ling dco mtr nemation Sp ——, eh el nyo Coe | mens sd a bat ppt § 138A-27. Penalty for false information. lg pon hi provision on cet of nods ers sed er is Arie En ns py of Ch on aba ay on EE Matchiz, 2017 a 4 | (3 eu fy He he x ans attachment, exciin th Conde Form ar publ records —_—
2016 Local Health Department Accreditation Board
Document text
, NORTH CAROLINA STATE ETHICS COMMISSION | ror emiics commission ust ony I 7 2016 STATEMENT OF ECONOMIC INTEREST | Pete Received: 919-814-3600 ww ethicscommission.ncgoy oo wm BE THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL [pte or compton "YOUR SEI FILING OBLIGATION p i Supp. Sem Date By Supp. Recaved Date Co Co |eeretin doanase By FILER'S NAME (FIRST, MIDDLE, LAST) 1 Prefix | FirstName | MiddleName | LastName Suffix Ms Barbava | Gale I Beatty ‘CURRENT EMPLOYER 308 TITLE ] | Retired I . | NATURE OR TYPE OF BUSINESS _ oo | REASON FOR FILING (SELECT ALL THAT APPLY) B (J STATE GOVERNMENT JOB (Please specify the agency | [J8GARD/COMMISSION (Please list complete name of all for which you work or are being considered) State boards on which you are serving or are being | I ~ | considered) _ Greater Hic ony Metropolitan | Plannin OF qanreation (MPy) (CJ UDICIAL OFFICER (lease spec th office you hod) | [] LEGISLATOR (Pease spec House or Senate) A. Do other Immediate Family members reside in your household? | [Cves (oA | When used throughout this form, the term Immediate Family includes your spouse (unless legally separated). It also includes members of your extended fomiy (your and your spouse's children, grandehidren, parents, grandparents, and siblings, and the spouses of cach of thase persons) who reside in your household. Uist the full name of all adults and emancipated minors in your househald. A minor is a chid under 18 years od. | Minors are emancipated by marriage, enlistment in the US military or court order for emancipation. | FULL NAME OF ADULTS & | RELATIONSHIP | EMPLOYER 08 TITLE NATURE OF EMANCIPATED MINORS. over mess | ] | oo Lo ] The SE and any attachments, excluding the Confidential Form, are public records. Page 10f 10 1B. List ONLY the initials of al imemancipated minors in your houschold blow, A mina 5. child under 18 years are oo ow mama mR the US PAaPY oF cour Ot for mn OtOn Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. oo oo a INITIALS FOR RELATIONSHIP | EMPLOYER JOB TITLE NATURE OF UNEMARCIPATED Business inors + | oo ; L_ lL PROPERTY INTERESTS 1 2 of December 31,2015, you, your spouse, or members of your mmediats family ane mrss barat 1s ont Carlin veh etats (lai you edema marke vai of | $10,000 or more? Pes ON Owner of Real Estate | % Ownership Interest | Location by City Location by County Barbara Bedtly 00°75 | Maiden Cotawb a 5. Laas of rent real estate o personal propery 9.0 fom the State of Nth Carolina with market value of $16.00 of mores Cves (god Name of Lessor Name of Lessee | 1 Real Estate Location | If Personal Property, (Renter) by City & County Describe 2. At any time during 2014 or 2015, did you, your spouse, or members of your immediate family sell to or fr h Sone ih a brane pot wit market volo. of $10,000 or more’ setaochurion te | ves wits Nome of Purchaser Nom of setter Type of Property The SEE and any attachments, excluding the Confidential Form, are public records. Page 20110 FINANCIAL INTERESTS | 3. As of December 31, 2015, did you, your spouse, or members of your immediate family own any of the following financial | Interests valued a $10,000 or more? i A. Stock ina publicly owned company? i 55 nt it owmerahip interests in o widely Tid inestment fond (ncuding mutual fonds, equaled investment Corspanies, or pension or defend compensation plans) 1: () the fund 1s publicly traded or a assets ore widely | Givoraed and (1) neither you nar an Immedote fami member are able t control the asses held the mutual fund, Inesment company, o pension or deferred compensation pan owner of Interest Full Name of Company (Do not use a ticker symbol) o. Stock Options in a company or business? Oves (G6 | Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity (including interests in sole proprietorships, Darinerahips hed parthershps, nk venues, mted laity companies, Imited abil partnerships, and Cosel held corporations)? | Owner of Interest Name of Company or Business Entity (1. For each non-public owned company or business entity (the “primary company”) identified in question S12 anova, please Is the names of any other companies of usiness emttics 1h Which the primary company rs econo cc wheres eshoed of ver $10,000, know. Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company (the Primary Company) Ovens Security or Equity Interests [or sp The SET and any attachments, excluding the Confidential Form, are public records. Page 30f 10 € (2). If you know that any company or business entity listed in 3.C or 3.C(1) above has any material business Gehings o usiness contract with the State of North Caroling, or 8 reduloted the State, rovide bret description of ha business acy. Name of Company or Business Entity Description of Business Activity with the State oe or Not Known | 4. As of December 31, 2015, were you, your spous, of members of your mmediatz fail the beneficiaries of a vested Krust with a vali GF 10,000 0 more tht wes crea, estabisned, or comrala by you? Do not lst assets eld in bind trusts. Sez 2016 SEL Helpful Tig for the defnion of “Vested Truss” and “Bing Tusk” Ove Efe Name and Address of Trustee Description of the Trust | Your Relationship to the Trust | - |S. As of December 31, 2015, did you, your spouse, or members of your immediate family have liabilties of $10,000 or | | more, GACT he martgage on yout pHmary pessnal fesdence] Exemplos mclugs ret cad debts, aut loans, student | oars, personal loans and ra Tami debt | i | owe Om | Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Vomber) Individual ete) Ba baa Beutly [Commercial Ban K - JE { 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of | Your Immediate family dung 2013. Include. salary, Wages, Staats! Government retremant, professional fees, Ranoraria, Interest, Ghidands, ALR come, business income, and Sher Pes of HEome fedred tbe reported on you: Sha and federal to recone, f Do aot include income received from the following sources: » Capital gains » Federal government retirement i > Military retirement > Social security income/Sso1 | Recipient of Income Name of Source Type of Type of Income | ect Business Industry | | @faa no reportable income over $5,000 in 7015. | : : } Budbace- Beatty [Catinba (ously. Gost. Salad, H I oo ] — I SE . | The SEI and any attachments, excluding the Canfidential Form, are public records. Page dof 10 |proresstona AND CIVIC RELATIONSHIPS 7(a). During 2015, were you, your spouse or members of your immediate family a director, officer, governing board | oa Bees of ma aro, aman Yo vn cara, ere, Weare, ne. woah eaten, o eto [Forgot » Do not list State boards or entities, or entities created by a political subdivision of the State. Fossa Pocsen is er Position Name of Nonpronit Nature of Business or PR ainshe un JE Bote brent of 7 Ith mor corporations oe axqzstins kd ah ds business with th Sete of North Carolin ecu nen inti s Warne of Nonprofit Corporation or Organization Pr ER Drone or Not Known | 0, STE rv SA TV UE Hd FT STE UT ust member of any society, organization, or advocacy group with an interest in matters over which your agency or board may | »Do not list organizations of which you are only a member (not serving in a leadership role). Name of Person Name of society, Organization p—— or Aavocany Goon (Director, Ofeer, Board member) The SEL and any attachments, excluding the Confidential Form, ae public records. Page sor 0 5a. List th name of ach company ar busines with which you were ssoiaed where you oa member of your Inmedate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2015. ame of Person Relationship to Fler | Name of Company Role of Person | fo susie Asccatons - No proce o auesin 10 | | - . 1 _— — | — - _— _- i 1 — J SE EE S— _— _ . . SE E— i. i — — [[506). 1 you know that any company or business anty listed in (a) abave had any material business dealings or business contracts with the State of North Carolina or was regulated by the State 2s of December 31, 2015, provide a ref Gescrption of that business activity. Neme of Company or Business Entity | Description of Business. Activity with the State | 3H& appleable (ho ents sted on #32) [I No relationship / Not known | |] ns - 10. Are you a practising attorney? | ves, check ench category of egal epresenarion in which you othe lav rm with which you are offated hs earned | | legal fees of more than $10,000 during 2015. 0 Adminstrative (Admiralty corporate Criminal [Decedent's Estates Oenvironmental Clinsurance Dltator | Docs Government (Real Property (secures D7ax | £3 ort tigation (inclucing (0 ities Regulation 0 other category not fisted negligence) 11. During 2015, were you a licensed professional (other than an attorney) or did you provide consulting services Inividuoly o 25 a member of a professional ssccation for Which you charged or were pail over $10,007 | oe [4 | Type of Business Nature of Services Rendered - The SEL and any attachments, excluding the Confidential Form, are pubic records. Page 6 of 10 12. Art you or your employer, your spouse or members of your immediate ami, or thir employer curently License by the Sate bard or amploying eniy wih which you ae o wil be associted or Recut by th State board or employing entity with which you are or wil be associated or Have 2 busingss relationship with the State board or employing entity with Which you are or wil be associated? [ves [fio []legislator/Judicial Officer - You are not required to complete this question if you are filing because Fok oe Tolono Juhl afc (social Sheer 1s defined In the SEI Heprl To) or You [i are filing as an appointee to those offices. | Name of Person [7 Name of Employer Type of Relationship (ir applicable) (Licensing, Regulatory, Business) - | | 13. Are you, your spouse or a member of your Immediate family currently registered as a lobbyist or lobbyist principal, or | | were you registered as-such within the 12 months preceding your filing of this form? | (Ives pv Name of Labbyist ] Lobbyist's Principal Date of Registration Regwtration | Expiration OTHER DISCLOSURES _ _ 13. During any calendar quater in 2015 (but only the te period aftr You were appofted, employed or fled or were Rominaed as» conaate), 0 you “ecene any "it(s)" exceeding £200 pr quater from a person o group of persons acting together, and hen bth you and thse person(s) were ous North Carolina atthe tme you accepted the gis), and the G(s) were given unde circumstances that would lad a reasonable person 0 coneude tht thy were gen Tory | »Do not report gifts given by members of your extended family. D0 not report git that nave previausly been reported by you to the Department of the Secretary of State an the expense Apo for Exempted parsons.” Date Item Received | Name and Address of Donor(s) | Describe Ttem Received | Estimated Market Vetus The SEX and any attachments, excluding the Confidential Form, are public records. Page 70110 i 15. During 2015 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) ad you | accept a “scholarshp" exceeding $20 from a person or group of persons acting together and | those persan(s) were outside North Carolina and | the scholarship was related to your public OSiion? A “scholarship” is a grant-in-aid, either direct or indirect, | to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other Similar expenses. | Oves eyo Office - You ae not required to complete this question f you are a Judicial officer o you are fing 45 jul officer appointee » D0 not report git tht have previously been reported by you ta the Department of the Secretary of State on the “Expense Report for Exempted Persons.” » Legislators are not required to report scholarships paid by 3 nonpartisan legislative organization of which the legislator or the General Assembly 1 a member or participant or an affate of that organization. Date of Name and Address of Donor(s) Describe Event Estimated Market Scholarship. Vaiue 16. Were you appointed or are you being considered or an appointment to a covered board by the Governor or another Counc of State member? Council of State members are: » Governor » Lt. Governor » Secretary of State » State Auditor » State Tressurer > Superintendent of Pubic Instruction > Attorney General > Commissioner of Agriculture.» Commissioner of Labor > Commissioner of Insurance. CiYes wl 11 “vow. lst all contributions you (NOT immediate family members) made during 015 with a cumulative total of more than $1,000 to the Governar or other Council of State member who appointed you. » Contributions are defined in N.C.G.5. 163-278.6(6) and include, but are not limite t, "any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value | | whatsoever.” | | : i. :s-S o ILiijihn.,p z one Amount I Contributed to | | [Rio contributions) with a cumulative total of more than $1,000 The SEX and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 [17 ve you an appt a prospective appt to: 1 a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governor of 5. North Carolina Supreme Court Justice, Court of Appeals, Superior or District Cou odie or a member of any of the folowing boards: ABC Commission | Consol Resources Commission State Board of Education [ives (fo State Board of Elections | Divison of Employment Security Whos procesd to Environmental Management Commission auestion 18. Industrial Commission | | Human Resources Commission Rules Review Commission Board o Transportation | UNC Board of Governors tities Commission wilde Resources Commission | _ 1 s0, were: you appointed or are you being considered for appointment to that | (Yes [No | Bao 57S Coun of rcs mamers Coun of State memers E5428 | 11,’ proces 10 Fn Gestion 16. question 18. ef so, you must indicate whether during 2015 you (nt immediate family meiers) engaged i any of th flowing aches with espect to or on behalf of Th candidate or campaign commitee of he Counc of Sate member ano appointed you 0 your pubic Posen: Oves Oo | I. Collected contributions from multiple contriutors, took possession of such mali cortutions, and ransirre o delivered those colected | Contributions to the candidate or committee? Contributions are defined in | auesion 16 i. Hosted fundroise at your residence or place of business? Oves Oo i. Volunteered for campaian-reated activites, which include, but ae not ied To, phone banks, overt sistance, maiing:, corwasenty surveying, or any | (ves CIN her ach thet advances the Capa of ona? 16, Fe you over een amt felony or wh ya ve ot recaved aber) pda of roence: a an | onder of ad Tegating that comictions ves fo offense Date of Conviction | County of Conviction | _ State of Conviction 19. Ave you aware of any other information that ou believe may assist th State xhics Comission in adising you concerning a othe Sve Goverment Eins 53 Lives [Mo If yes, please provide such information below. | The SET and any attachments, excluding the Confidential Form, are public records. Pages of 10 | - | AFFIRMATION | igs ey [TH Agree % Mirch 23 2 0/5 Sat #4 | ipadbgia Beutly is | ‘Submit SIGNED, ORIGINAL documents only. Do not fax or email this form. a. Ton SE ay AA, SEI So or re ul econ aga 00110
2016 Greater Hickory MPO (TAC)
Document text
, NORTH CAROLINA STATE ETHICS COMMISSION | ror emiics commission ust ony I 7 2016 STATEMENT OF ECONOMIC INTEREST | Pete Received: 919-814-3600 ww ethicscommission.ncgoy oo wm BE THIS ENTIRE FORM MUST BE COMPLETED TO FULFILL [pte or compton "YOUR SEI FILING OBLIGATION p i Supp. Sem Date By Supp. Recaved Date Co Co |eeretin doanase By FILER'S NAME (FIRST, MIDDLE, LAST) 1 Prefix | FirstName | MiddleName | LastName Suffix Ms Barbava | Gale I Beatty ‘CURRENT EMPLOYER 308 TITLE ] | Retired I . | NATURE OR TYPE OF BUSINESS _ oo | REASON FOR FILING (SELECT ALL THAT APPLY) B (J STATE GOVERNMENT JOB (Please specify the agency | [J8GARD/COMMISSION (Please list complete name of all for which you work or are being considered) State boards on which you are serving or are being | I ~ | considered) _ Greater Hic ony Metropolitan | Plannin OF qanreation (MPy) (CJ UDICIAL OFFICER (lease spec th office you hod) | [] LEGISLATOR (Pease spec House or Senate) A. Do other Immediate Family members reside in your household? | [Cves (oA | When used throughout this form, the term Immediate Family includes your spouse (unless legally separated). It also includes members of your extended fomiy (your and your spouse's children, grandehidren, parents, grandparents, and siblings, and the spouses of cach of thase persons) who reside in your household. Uist the full name of all adults and emancipated minors in your househald. A minor is a chid under 18 years od. | Minors are emancipated by marriage, enlistment in the US military or court order for emancipation. | FULL NAME OF ADULTS & | RELATIONSHIP | EMPLOYER 08 TITLE NATURE OF EMANCIPATED MINORS. over mess | ] | oo Lo ] The SE and any attachments, excluding the Confidential Form, are public records. Page 10f 10 1B. List ONLY the initials of al imemancipated minors in your houschold blow, A mina 5. child under 18 years are oo ow mama mR the US PAaPY oF cour Ot for mn OtOn Note: You must list the full name of each minor child on the Confidential Form available at the end of this document. oo oo a INITIALS FOR RELATIONSHIP | EMPLOYER JOB TITLE NATURE OF UNEMARCIPATED Business inors + | oo ; L_ lL PROPERTY INTERESTS 1 2 of December 31,2015, you, your spouse, or members of your mmediats family ane mrss barat 1s ont Carlin veh etats (lai you edema marke vai of | $10,000 or more? Pes ON Owner of Real Estate | % Ownership Interest | Location by City Location by County Barbara Bedtly 00°75 | Maiden Cotawb a 5. Laas of rent real estate o personal propery 9.0 fom the State of Nth Carolina with market value of $16.00 of mores Cves (god Name of Lessor Name of Lessee | 1 Real Estate Location | If Personal Property, (Renter) by City & County Describe 2. At any time during 2014 or 2015, did you, your spouse, or members of your immediate family sell to or fr h Sone ih a brane pot wit market volo. of $10,000 or more’ setaochurion te | ves wits Nome of Purchaser Nom of setter Type of Property The SEE and any attachments, excluding the Confidential Form, are public records. Page 20110 FINANCIAL INTERESTS | 3. As of December 31, 2015, did you, your spouse, or members of your immediate family own any of the following financial | Interests valued a $10,000 or more? i A. Stock ina publicly owned company? i 55 nt it owmerahip interests in o widely Tid inestment fond (ncuding mutual fonds, equaled investment Corspanies, or pension or defend compensation plans) 1: () the fund 1s publicly traded or a assets ore widely | Givoraed and (1) neither you nar an Immedote fami member are able t control the asses held the mutual fund, Inesment company, o pension or deferred compensation pan owner of Interest Full Name of Company (Do not use a ticker symbol) o. Stock Options in a company or business? Oves (G6 | Owner of Stock Option Full Name of Company (Do not use a ticker symbol) C. Interests in a non-publicly owned company or business entity (including interests in sole proprietorships, Darinerahips hed parthershps, nk venues, mted laity companies, Imited abil partnerships, and Cosel held corporations)? | Owner of Interest Name of Company or Business Entity (1. For each non-public owned company or business entity (the “primary company”) identified in question S12 anova, please Is the names of any other companies of usiness emttics 1h Which the primary company rs econo cc wheres eshoed of ver $10,000, know. Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company (the Primary Company) Ovens Security or Equity Interests [or sp The SET and any attachments, excluding the Confidential Form, are public records. Page 30f 10 € (2). If you know that any company or business entity listed in 3.C or 3.C(1) above has any material business Gehings o usiness contract with the State of North Caroling, or 8 reduloted the State, rovide bret description of ha business acy. Name of Company or Business Entity Description of Business Activity with the State oe or Not Known | 4. As of December 31, 2015, were you, your spous, of members of your mmediatz fail the beneficiaries of a vested Krust with a vali GF 10,000 0 more tht wes crea, estabisned, or comrala by you? Do not lst assets eld in bind trusts. Sez 2016 SEL Helpful Tig for the defnion of “Vested Truss” and “Bing Tusk” Ove Efe Name and Address of Trustee Description of the Trust | Your Relationship to the Trust | - |S. As of December 31, 2015, did you, your spouse, or members of your immediate family have liabilties of $10,000 or | | more, GACT he martgage on yout pHmary pessnal fesdence] Exemplos mclugs ret cad debts, aut loans, student | oars, personal loans and ra Tami debt | i | owe Om | Name of Debtor (You, Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Vomber) Individual ete) Ba baa Beutly [Commercial Ban K - JE { 6. List each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of | Your Immediate family dung 2013. Include. salary, Wages, Staats! Government retremant, professional fees, Ranoraria, Interest, Ghidands, ALR come, business income, and Sher Pes of HEome fedred tbe reported on you: Sha and federal to recone, f Do aot include income received from the following sources: » Capital gains » Federal government retirement i > Military retirement > Social security income/Sso1 | Recipient of Income Name of Source Type of Type of Income | ect Business Industry | | @faa no reportable income over $5,000 in 7015. | : : } Budbace- Beatty [Catinba (ously. Gost. Salad, H I oo ] — I SE . | The SEI and any attachments, excluding the Canfidential Form, are public records. Page dof 10 |proresstona AND CIVIC RELATIONSHIPS 7(a). During 2015, were you, your spouse or members of your immediate family a director, officer, governing board | oa Bees of ma aro, aman Yo vn cara, ere, Weare, ne. woah eaten, o eto [Forgot » Do not list State boards or entities, or entities created by a political subdivision of the State. Fossa Pocsen is er Position Name of Nonpronit Nature of Business or PR ainshe un JE Bote brent of 7 Ith mor corporations oe axqzstins kd ah ds business with th Sete of North Carolin ecu nen inti s Warne of Nonprofit Corporation or Organization Pr ER Drone or Not Known | 0, STE rv SA TV UE Hd FT STE UT ust member of any society, organization, or advocacy group with an interest in matters over which your agency or board may | »Do not list organizations of which you are only a member (not serving in a leadership role). Name of Person Name of society, Organization p—— or Aavocany Goon (Director, Ofeer, Board member) The SEL and any attachments, excluding the Confidential Form, ae public records. Page sor 0 5a. List th name of ach company ar busines with which you were ssoiaed where you oa member of your Inmedate family was an employee, director, officer, partner, proprietor, or member or manager as of December 31, 2015. ame of Person Relationship to Fler | Name of Company Role of Person | fo susie Asccatons - No proce o auesin 10 | | - . 1 _— — | — - _— _- i 1 — J SE EE S— _— _ . . SE E— i. i — — [[506). 1 you know that any company or business anty listed in (a) abave had any material business dealings or business contracts with the State of North Carolina or was regulated by the State 2s of December 31, 2015, provide a ref Gescrption of that business activity. Neme of Company or Business Entity | Description of Business. Activity with the State | 3H& appleable (ho ents sted on #32) [I No relationship / Not known | |] ns - 10. Are you a practising attorney? | ves, check ench category of egal epresenarion in which you othe lav rm with which you are offated hs earned | | legal fees of more than $10,000 during 2015. 0 Adminstrative (Admiralty corporate Criminal [Decedent's Estates Oenvironmental Clinsurance Dltator | Docs Government (Real Property (secures D7ax | £3 ort tigation (inclucing (0 ities Regulation 0 other category not fisted negligence) 11. During 2015, were you a licensed professional (other than an attorney) or did you provide consulting services Inividuoly o 25 a member of a professional ssccation for Which you charged or were pail over $10,007 | oe [4 | Type of Business Nature of Services Rendered - The SEL and any attachments, excluding the Confidential Form, are pubic records. Page 6 of 10 12. Art you or your employer, your spouse or members of your immediate ami, or thir employer curently License by the Sate bard or amploying eniy wih which you ae o wil be associted or Recut by th State board or employing entity with which you are or wil be associated or Have 2 busingss relationship with the State board or employing entity with Which you are or wil be associated? [ves [fio []legislator/Judicial Officer - You are not required to complete this question if you are filing because Fok oe Tolono Juhl afc (social Sheer 1s defined In the SEI Heprl To) or You [i are filing as an appointee to those offices. | Name of Person [7 Name of Employer Type of Relationship (ir applicable) (Licensing, Regulatory, Business) - | | 13. Are you, your spouse or a member of your Immediate family currently registered as a lobbyist or lobbyist principal, or | | were you registered as-such within the 12 months preceding your filing of this form? | (Ives pv Name of Labbyist ] Lobbyist's Principal Date of Registration Regwtration | Expiration OTHER DISCLOSURES _ _ 13. During any calendar quater in 2015 (but only the te period aftr You were appofted, employed or fled or were Rominaed as» conaate), 0 you “ecene any "it(s)" exceeding £200 pr quater from a person o group of persons acting together, and hen bth you and thse person(s) were ous North Carolina atthe tme you accepted the gis), and the G(s) were given unde circumstances that would lad a reasonable person 0 coneude tht thy were gen Tory | »Do not report gifts given by members of your extended family. D0 not report git that nave previausly been reported by you to the Department of the Secretary of State an the expense Apo for Exempted parsons.” Date Item Received | Name and Address of Donor(s) | Describe Ttem Received | Estimated Market Vetus The SEX and any attachments, excluding the Confidential Form, are public records. Page 70110 i 15. During 2015 (but only the time period after you were appointed, employed, or filed or were nominated as a candidate) ad you | accept a “scholarshp" exceeding $20 from a person or group of persons acting together and | those persan(s) were outside North Carolina and | the scholarship was related to your public OSiion? A “scholarship” is a grant-in-aid, either direct or indirect, | to attend a conference, meeting, or similar event, including tuition, travel, lodging, meals, and other Similar expenses. | Oves eyo Office - You ae not required to complete this question f you are a Judicial officer o you are fing 45 jul officer appointee » D0 not report git tht have previously been reported by you ta the Department of the Secretary of State on the “Expense Report for Exempted Persons.” » Legislators are not required to report scholarships paid by 3 nonpartisan legislative organization of which the legislator or the General Assembly 1 a member or participant or an affate of that organization. Date of Name and Address of Donor(s) Describe Event Estimated Market Scholarship. Vaiue 16. Were you appointed or are you being considered or an appointment to a covered board by the Governor or another Counc of State member? Council of State members are: » Governor » Lt. Governor » Secretary of State » State Auditor » State Tressurer > Superintendent of Pubic Instruction > Attorney General > Commissioner of Agriculture.» Commissioner of Labor > Commissioner of Insurance. CiYes wl 11 “vow. lst all contributions you (NOT immediate family members) made during 015 with a cumulative total of more than $1,000 to the Governar or other Council of State member who appointed you. » Contributions are defined in N.C.G.5. 163-278.6(6) and include, but are not limite t, "any advance, conveyance, deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value | | whatsoever.” | | : i. :s-S o ILiijihn.,p z one Amount I Contributed to | | [Rio contributions) with a cumulative total of more than $1,000 The SEX and any attachments, excluding the Confidential Form, are public records. Page 8 of 10 [17 ve you an appt a prospective appt to: 1 a. the head of a principal state department (e.g. cabinet secretary) appointed by the Governor of 5. North Carolina Supreme Court Justice, Court of Appeals, Superior or District Cou odie or a member of any of the folowing boards: ABC Commission | Consol Resources Commission State Board of Education [ives (fo State Board of Elections | Divison of Employment Security Whos procesd to Environmental Management Commission auestion 18. Industrial Commission | | Human Resources Commission Rules Review Commission Board o Transportation | UNC Board of Governors tities Commission wilde Resources Commission | _ 1 s0, were: you appointed or are you being considered for appointment to that | (Yes [No | Bao 57S Coun of rcs mamers Coun of State memers E5428 | 11,’ proces 10 Fn Gestion 16. question 18. ef so, you must indicate whether during 2015 you (nt immediate family meiers) engaged i any of th flowing aches with espect to or on behalf of Th candidate or campaign commitee of he Counc of Sate member ano appointed you 0 your pubic Posen: Oves Oo | I. Collected contributions from multiple contriutors, took possession of such mali cortutions, and ransirre o delivered those colected | Contributions to the candidate or committee? Contributions are defined in | auesion 16 i. Hosted fundroise at your residence or place of business? Oves Oo i. Volunteered for campaian-reated activites, which include, but ae not ied To, phone banks, overt sistance, maiing:, corwasenty surveying, or any | (ves CIN her ach thet advances the Capa of ona? 16, Fe you over een amt felony or wh ya ve ot recaved aber) pda of roence: a an | onder of ad Tegating that comictions ves fo offense Date of Conviction | County of Conviction | _ State of Conviction 19. Ave you aware of any other information that ou believe may assist th State xhics Comission in adising you concerning a othe Sve Goverment Eins 53 Lives [Mo If yes, please provide such information below. | The SET and any attachments, excluding the Confidential Form, are public records. Pages of 10 | - | AFFIRMATION | igs ey [TH Agree % Mirch 23 2 0/5 Sat #4 | ipadbgia Beutly is | ‘Submit SIGNED, ORIGINAL documents only. Do not fax or email this form. a. Ton SE ay AA, SEI So or re ul econ aga 00110
2015 Local Health Department Accreditation Board
2015 Greater Hickory MPO (TAC)
Document text
i. NORTH CAROLINA STATE ETHICS COMMISSION — 8' J: 2015 STATEMENT OF ECONOMIC INTEREST | 919-715-2071 www ethcscommisson. ne. JP o 16 M253 ri P— Sealy [fia] | Retire NATURE OR TYPE OF BUSINESS REASON FOR FILING (SELECT ALL THAT APPLY) C1 STATE GOVERNMENT JOB (Please specify the agency for | [YSOARD/COMMISSION (Please lst complete name of all ‘Which you work or ae being considered) State boards on which you are serving or ore being Considered lee JUDICIAL OFFICER (Please speci the office you hold) _| [LEGISLATOR (Please specify House or Senate) Fa Ie household? Oves Who When used throughout this form, the term Immediate family includes your spouse (uress legally separated). It also includes members of your extended family (your and your spouse's children, orandchicren, parents, grandparents, and Sings, and the spouses of ach of those persons) wh reside in your household. ONLY LIST THE INITIALS OF UNEMANCIPATED CHILDREN. However, you MUST submit the children’s full names on the Confidential Form available at the end of this document. Minors are emancipated by marriage, enstment inthe US milltary, or court action for emancipation. FULL NAME OF ADULTS & [| ewmoven | 308 TITLE NATURE OF [EMANCIPATED MINORS. Business The SEI and any attachments, excluding the Confidential Form, are public records. Page 10r10 INITIALS FOR RELATIONSHIP EMPLOYER 108 TITLE NATURE OF UNEMANCIPATED BUSINESS ‘CHILDREN PROPERTY INTERESTS 1 As of December 31, 2014, did you, your spouse, or members of your immediate family: “n. Have an ownership interest In North Carolina rel estate (including your residence) with a market value of $10,000 or more? A Ono owners | oh owns nares | tacstonby ery | oan com [Baibace Pall] 1vo‘7o | Maiden [Catawba | 2 8. Lease or rent real estate or personal property to or from the State of North Caroling with a market value of $10,000 or more? Ove afl If Real Estate, Location | 11 Personal Property, by City & County Describe 2. At any time during 2013 or 2014, did you, your spouse, or members of your immediate family sell to or buy from the ‘State of North Carolina personal property with a market value of $10,000 or more? Ove [ Wemeotpuchaser | Wemeorseler | tweotprpery | The SEX and any attachments, excluding the Confidential Form, are public records. Page 20f 10 FINANCIAL INTERESTS 3. As of December 31, 2014, did you, your spouse, or members of your immediate family own any of the following financial teres valoed ot $16,000 o mare? staskins rs owned company? Ove 46 +00 nat list ownership meres in a widely held investment fund (inducing mutual funds, regulated investment ae or penson or deterred competion plane) (1) the funa s publicly traded or is sssets are widely and ther you or 3 edie arly Mer are abe 0 Comrl the assets held 1 the mutual FG, Iveniment company, of person or deferred compensation pian. [ wneroffmerest | Full Nome of Company (Do not use a ticker symbol) 8. Stock Options in a company or business? Ove ©6 ———— tacts in 2. on-ublcy avd company or business entity (ncuding interests n 0k propritorsie, a. Bis phrtacr os, Jom venures ied ably companies, Ime ably primers, and Ciel hel corporations)? Name of Company or Business Entity The SEE and any attachments, excluding the Confidential Form, are public records. Page 30r10 (1) For each non-public owned company or business entity the “primary company”) Identified In question 3.C Sbove, please ls tne names of any other companies or bLsiness entities in which the primary company owns Secures or equty Interests valued at over $10,000, known. Non-Publicly Owned Company or Business Entity | Other Companies in which the Primary Company (the Primary Company) ‘Owns Security or Equity Interests. C2). If you know that any company or business entity sted In 3.C or 3.C(1) above has any material business. Gealings or business contracts ith the State of North Carolina, o is regulated by the State, provide a brief Gescription of that business sctvy. Name of Company or Business Entity _ Description of Business Activity with the State fone or Not Known |'4. As of December 31, 2014, were you, your spouse, or members of your [mmediate family the beneficiaries of a vested rust with 8 value of $10,000 or more that wes created, established, or controled by you? Do not list assets held in blind trusts. See 2015 SEI Helpful Tips for the definition of “Vested Trust” and "Blind Trust.” ove we 5. As of December 31. 2014, did you, your spouse, or members of your immediate fomiy have lables of $10,000 or more, €Aciuting the morgage on your primary personal residence? Examples include credit card debts, aut loans, SRudent loans, personal oans and intra-family debt. wh ane Name of Debtor (You; Spouse, Immediate Family | Type of Creditor (Commercial Bank, Credit Union, Member) Individual, etc) | Babara Peal | Aud Lagn The SE and any attachments, excluding the Confidential Form, are public records. Page dof 10 6. Uist each source of income (not specific amounts) of more than $5,000 received by you, your spouse, or members of your immediate family suring 2014. Include. salary, woges, siate/ocal government retirement, professional fees, Fo ane. dividends, rental income, business income, and othr types of Income required o be reported on your State and federal tax returns. Do not include income received from the following sources: > Capital gains » Federal government retirement > Military retirement » Social security income/SSDX } Recipient of Income Name of Source Type of Type of Income Blainess/ Industry [11 nod no reportable income over $5,000 in 2014. 2 ; R PROFESSIONAL AND CIVIC RELATIONSHIPS 700). During 2014, were you, your spouse or members of your mmedine family a drector, offer, governing board member, employee, indepandant contractor, or registered lobbyist of @ nonprofit corporation of organization operating In he State of North Carolina primary fo refious, chaitole, scientitc Iieray, publi health and safety, or educational purposes? [Ives CINo - 1F*Nof, proceed to question 5. 56 mot is State boards or enites, or entities created by pollical subdsion of he SEs. » Do not list organizations of which you are » mere member. Name of Persop, _His/Her position Name of Nonprofit Nature of Business or Corporation or Organization | Purpose of Organization Sa 0 R 7 ” bob Bealfy| Truste | thepital | 3 ! Advisou | hLaueels Viva og Hone | Baiboc Seats, || Aduico [Aber nethal sures] Ho 708). 11 the nonprofit corporations or organizations sted above do business wit the State of North Carolina of receive Slate unde, please provide a bref description of the nature of that business, If Known or with which due diigence coud reasonably bs known. ‘Nagne of Nonprofit Corporation or Organization Describe State Business or State Funding @ffone or ot Known The SEX and any attachments, excluding the Confidential Form, are public records. Page 5 of 10 8. During 2014, were you, your spouse, or members of your immediate family a director, officer, or goveming board J ips oar sod sas copes yn rt pane prem STE | raat Sms Name of person Warns of Company Rat of Person a Bar Bo ore ors TT Sr wo eon ne [ENA oe ty corr of ttn 4h 1 hh 5 1 SE 58 legal fees of more than $10,000 during 2014. E— Gran re Fr SU Commas Daren Gon FE Dress cream om pony e561 achat cin Conant Form, rep crt. J Oves ol . 12. Are you or your employer, your spouse or members of your immediate family, or their employer currently: + Requlated by the State board or employing entity with which you are or will be associated or Rr ‘Name of Employer Type of Relationship —— en nen nee Dyes lo nts i TTT rn |e i es ee Oves we es ose yt ern of Scr of ss es 2 ny tmnt cui the Conn Frm, are plier, re er10 = accept a “scholarship” exceeding $200 from a person or group of persons acting together and « those person(s) were outside North Carolina and ns » Do not report gifts that have previously been reported by you to the Department of the Secretary of State on the Fact Bm J os you 4 tt it em) mt sing a deposit, distribution, transfer of funds, loan, payment, gift, pledge or subscription of money or anything of value whatsoever.” [/ ome | amom | conmeats 17. Are you an appointee or prospective appointee t: a the head of a principal state department (69. cabinet secretary) appointed by the Governor; or 5. North Carlin Supreme Court Justice, Cour of Appeals, Superior o District Court Sues or c. a member of any of the following board: + ABC Commission © Coastal Resources Commission * State Board of Education Oves 06 * State Board of Elections ~ ison of Employment Security I Nor, proceed to © Enronmental Management Commission Question 18. * Industrial Commission * Human Resources Commission * Rules Review Commission Board of Transportation © UNC Board of Governors titles Commission © Wide Resources Commission a 1 so, were you appointed or re you baing considered for appointment to hat public | Ves (Aa oon by Coun of Sate members Council of Stats mempers ave sed in | 51 ono, proceed to Question 16. ols, e150, you must Indicate whether during 2014 you (nat immediate aml members) engaged i ony of the folowing aces th respect t or n behalf of the Canaibats or campaign Commitee of the Councl of State member wha oppoIted Jou to your pubic pasion: Oves ue” \. Collected contributions from mltpe contributors took possession of such lil contributions, and transfered o delivered those coliected contributions 1 the Candiate o committee? Contrivuion are defined in question 16. I. Hosted a fundraiser at your residence or plac of usiness? Oves fe i. Volunteered for campalgeselted actives, which include, but ar not ited to, Shona banks, ven asStance, Malings, coniassig, surveying, or any her | (1 Yes (D6 Seiiy tat advances the campaign of candidate? 16, Have you ever begn convicted af a elon for which you have nak received either: () a pardon of innacence; ar (1) an order of ekpungemesd regarding that onvicion? Oves fo [ omense | outer Conviction | County of Conviction | state of Conviction 15. Ave you aware afany athe Information that you belive may assist th State Ethics Commisson In advising you Concerning your copfalance withthe Sats Goverment EXNCS AC Cove Ao 1fyes, lease provide such information below. The SEI and any attachments, excluding the Confidential Form, are public records. Pages of 10 AFFIRMATION Taffirm that the information provided in this Statement of Economic Interest and any attachments hereto are true, complete, and accurate to the best of my knowledge and belief. | Talso certify that have not transferred, and will not transfer, any asset, interest, or property for the purpose of concealing it from disclosure while retaining an equitable interest. understand that my Statement of Economic Interest and any atachments or supplements thereto (with the exception of the ‘Confidential Form regarding Unemancipated Children) are public record. Tacknowledge that have read and understand N.C.G:S. 138-26 regarding concealing or failing to disclose material information and N.C.G.S. 138A-27 regarding providing flse information: § 138A-26. Concealing or failing o disclose material information. A fling person who knowingly conceals or knowingly fails to disclose information that is required tobe disclosed an a statement of economic interest under this Article shall be guilty of a Class | misdemeanor and shall be subject to disciplinary action under G.S. 138A-45. § 138A-27. Penalty for false information. A filing person who provides fase information on statement of economic inerest as required under this Article knowing that the information is false is guilty of a Class H felony and shall be subject to disciplinary action under G.S. 1384-45 hare 4 Printed Name 2 J2 -] < Signatur Date Submit SIGNED, ORIGINAL documents only. Do not fax or email ths form. The SEI and any attachments, excluding the Confidential Form, are public records. Page 100f 10 ee For Office Use Only FrS5 NORTH CAROLINA STATE ETHICS COMMISSION #2015 Real Estate Disclosure BREW 16 7H 12 53 Name of Person Filing Real Estate Disclosure Form Barbora Gail [Beatty [Mis ‘Name of MPO or RPO veates Hiclory Metropolitan Planning Organi zation Please list all real estate (including real estate listed on question 1 of the Statement of Economic Interest) owned wholly or in part by you, a member of your extended family’, or a business with which you are associated” within the jurisdiction of the MPO or RPO on which you are serving. Name of Owner of Real Location by City Location by County Estate [74 R akan bl Bathladen | Catawb o p aA b oh fg Buby Newt | Calan ba | This entire document and any attachments are public record. ended fry nnd yout spouse, lina! descendants, el ascends, sings, spouse's es descodsts, spouse's isl sient, spor Ags, undo poss of a of se val. + Business with whic sociated cde ny for prof buses i which you sa any ser of your cit amily ie cin on Sarma of Eom THe) employe, icin, off, arog, ppt; or © menor manager ofa ied aby ompen o¢ © owner of tes of $10.000 more nthe buses 6 ofthe bigs ihe iss or Deseo ease mai to: Sate Es Commision, 1524 Mall Service Center, Raleigh,NC 27689-1324. arson pes 197151071 ok SEG Foe do ‘AFFIRMATION re ma affirm that the Information provided in this Real Estate Disclosure Form and any attachments hereto are true, complete and accurate to the best of my knowledge and belief. 1 also certify that I have not transferred, and will not transfer, any assef, interest, or property for the Purpose of concealing I fom Gisciosure while retaining an equiable mercst. 1 understand that my Real Estate Disclosure Form and any attachments or supplements thereto are public record. acknowledge that I have read and understand the applicable violation provision set out below (MP0) § 136-200.20). Violations | An MPO member who knowingly conceals or knowingly falls to discose information that is required to be disclosed on 3 required ling under iis Article shall oe Quity of a Class misdemeanor and an HPO member who provides false formation on a required fing knowing that the information fs aise is uity of 3 Class H felony. (2013-156, 5. 1(b)) (®60) § 136-2110). Viohtions An RPO member who knowingly conceals o knowingly fais to disclose information that is required to be disclosed on a required fing under ths Ace shall be gully o a Class 1 misdemeanor and an RPO member who provides false information on a required fing Knowing tha the Information i aise 1s Quit of a Class felony. (2013-156, 5. 2(6)) Df Agree Dav Printed Name | | Hohn Doth S424E Signature Date Submit SIGNED, ORIGINAL documents. This entire document and any attachments are public record. ease ml to Sate Enis Commision, 1324 Mall Service Center, Raleigh, NC 27699-1324. For ssstance please cal, 919-715-2071 or ama SELGUORHE Gov Page 2012