OGE Form 278e: Part 1
Your Positions Held Outside United States Government
Report any positions that you hold outside the United States Government in Part 1. Remember to report your position with your current employer.
Reportable positions include those of an officer, director, general partner, limited partner with an active role, proprietor, representative, executor, trustee, employee, or consultant of any for-profit, non-profit, governmental, or other entity. This would include a member with an active role in a limited liability company and any managing member.
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Organization Name
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City/State
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Organization Type
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Position Held
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From
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To |
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Li, Murphy, and Simon, LLP
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Washington, DC
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Law Firm
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Partner
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5/2015
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Present |
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Widgets Unlimited
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Grand Rapids, MI
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Corporation
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Senior Vice President
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2/2006
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7/2021
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Maryland Rivers Association
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Annapolis, MD
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Non-profit
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Director
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2/2008
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2/2020
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Family Trust #1
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Scottsdale, AZ
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Trust
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Trustee
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8/1999
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Present
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1201 Capital Ventures, LLC
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Tampa Bay, FL
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LLC
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Managing Member
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10/2018
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Present
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Sarah Rodriguez Consulting
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Chicago, IL
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S-Corp.
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President
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5/2019
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Present
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For You
Part 1
Report any compensated or uncompensated position that you held with an organization other than the United States Government at any time during the reporting period, unless an exception applies.
Organization Name: Provide the name of the organization.
* Reporting a Family Trust: For a trust that benefits you or a family member, you may use initials in lieu of a person’s name (e.g., “2003 J.S. Trust”) or simply refer to the entity as a family trust (e.g., “Family Trust #1”). In addition, if the trust is a revocable trust, it is helpful to note that and to indicate whether the trust is your own revocable trust or a revocable trust for some other family member.
City/State: Provide the city and state in which the organization is located.
Organization Type: Describe the type of organization. If filing within Integrity, select the type from the drop-down list provided.
Position Type (This question appears within Integrity and is not displayed on the printed OGE Form 278e.): Indicate the general type of position by selecting one of the options provided in the drop-down list. The list of options changes based on the type of organization. If none of the listed options matches the type of position, you may enter your own description. The type of position held determines the types of questions Integrity asks concerning possible assets, income, and arrangements that you may have.
Position Held: Provide the title or a brief functional description of the position you hold or held. For Integrity users, the information you enter here might match the information that you entered for Position Type. For example, if you selected “consultant” for the Position Type, you would likely enter “consultant” for the Position Held. However, you should provide a more specific description of the position if your selection under Position Type covers several different functional roles. For example, if you selected “employee, officer, or director” for Position Type, specify the role in which you served or provide your title.
From: Provide the month and year in which you began in the position.
To: Provide the month and year in which the position ended. If you still hold the position, indicate “present.”
Positions That Are Not Reportable
You do not need to report the following in Part 1:
- Positions held by your spouse or your dependent children.
- Positions held with the United States Government and positions held in an official capacity as a representative of the United States Government.
- Positions held in a religious, social, fraternal, or political entity.
- Positions solely of an honorary nature.
- Mere membership in an organization.
- Passive investment interests as a limited partner or non-managing member of a limited liability company (i.e., you are just an investor and provide no services).
In addition, you do not need to report service as a member of an advisory board or committee if the following criteria are met: (1) your service is unpaid; (2) the advisory board or committee is that of a non-profit or governmental organization; (3) you have no fiduciary duties of the sort exercised by officers, directors, or trustees; and (4) your role does not involve sufficient supervision by the organization to create a common-law employee-employer relationship.
No Positions to Report
If you do not have any positions to report, you need to state this fact. Within Integrity, you would make this statement by marking the “I do not have...” checkbox. For hard copy reports, write “None.”