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Talley Semi July 2023CANDIDATE / OFFICEHOLDER FORM C/OH CAMPAIGN FINANCE REPORT COVER SHEET PG 1 1 Filer ID (Ethics Commission Filers) 2 Total pages filed: The C/01-1 Instruction Guide explains how to complete this form, 9 3 CANDIDATE/ MS MRS I MR FIRST MI OFFICE USE ONLY OFFICEHOLDER Kathleen B NAME NICKNAME ...... LAST ............... SUFFIX D4WR ftb6EIVED Kathy Talley 4 CANDIDATE/ ADDRESS / PO BOX; APT / SUITE CITY; STATE, ZIP GOD' OFFICEHOLDER JUL 1 4 2023 MAILING ADDRESS [:] Change of Address TICE OF CITY SECRETARY 5 CANDIDATE/ AREA CODE PHONE NUMBER EXTENSION C, I U, :6 � OFFICEHOLDER ( IWV�7 PHONE Receipt # I Amount 6 CAMPAIGN MS I MRS / MR FIRST MI TREASURER Michael Date Processed NAME .................................. NICKNAME LAST SUFFIX Date Imaged Talley Mike 7 CAMPAIGN STREET ADDRESS (NO PO BOX PLEASE): APT / SUITE #; CITY; STATE; ZIP CODE TREASURER ADDRESS (Residence or Business) 8 CAMPAIGN AREA CODE PHONE NUMBER EXTENSION TREASURER PHONE ( 9 REPORT TYPE January 15 —1 30th day before election Runoff El F El 15th day paign after cam El treasurer appointment (Officeholder Only) V July 15 F-1 8th day before election F-1 Exceeded Modified El Final Report (Attach C/OH - FIR) Reporting Limit 10 PERIOD Month Day Year Month Day Year COVERED 01 /01 /2023 THROUGH 06 /30 /2023 11 ELECTION ELECTION DATE ELECTION TYPE F] Primary F-1 Runoff 0 Other Month Day Year Description General Special 12 OFFICE OFFICE HELD (if any) 13 OFFICE SOUGHT (if known) Southlake City Council, Place 1 14 NOTICE FROM THIS BOX IS FOR NOTICE OF POLITICAL CONTRIBUTIONS ACCEPTED OR POLITICAL EXPENDITURES MADE BY POLITICAL COMMITTEES TO SUPPORT POLITICAL THE CANDIDATE /OFFICEHOLDER. THESE EXPENDITURES MAY HAVE BEEN MADE WITHOUT THE CANDIDATE'S OR OFFICEHOLDER'S KNOWLEDGE OR CONSENT. CANDIDATES AND OFFICEHOLDERS ARE REQUIRED TO REPORT THIS INFORMATION ONLY IF THEY RECEIVE NOTICE OF SUCH EXPENDITURES, COMMITTEE(S) COMMITTEE TYPE COMMITTEE NAME DGENERAL COMMITTEE ADDRESS Additional Pages COMMITTEE CAMPAIGN TREASURER NAME OSPECIFIC COMMITTEE CAMPAIGN TREASURER ADDRESS GO TO PAGE 2 Forms provided by Texas Ethics Commission www.ethics.state,tx.us Revised 11/15/2022 CANDIDATE / OFFICEHOLDER FORM C/OH CAMPAIGN FINANCE REPORT COVER SHEET PG 2 15 C/OH NAME 16 Filer ID (Ethics Commission Filers) Kathleen B Talley 17 CONTRIBUTION 1. TOTAL UNITEMIZED POLITICAL CONTRIBUTIONS (OTHER THAN TOTALS PLEDGES, LOANS, OR GUARANTEES OF LOANS, OR $ CONTRIBUTIONS MADE ELECTRONICALLY) 1,220.12 2. TOTAL POLITICAL CONTRIBUTIONS (OTHER THAN PLEDGES, LOANS, OR GUARANTEES OF LOANS) $ 1,220.12 ................... EXPE TOTALS 3. TOTAL UNITEMIZED POLITICAL EXPENDITURE. $ ................... 4. TOTAL POLITICAL EXPENDITURES $ 795.35 CONTRIBUTION 5. TOTAL POLITICAL CONTRIBUTIONS MAINTAINED AS OF THE LAST DAY $ BALANCE OF REPORTING PERIOD .................. OUTSTANDING LOAN TOTALS 6. TOTAL PRINCIPAL AMOUNT OF ALL OUTSTANDING LOANS AS OF THE LAST DAY OF THE REPORTING PERIOD $ 1 ,001.71 18 SIGNATURE I swear, or affirm, under penalty of perjury, that the accompanying report is true and correct and includes all information required to be reported by me under Title 15, Election Code. 77 Signature of Candidate-'&-Offi holder Please complete either option below: PliBG AMY SHELLEY ``��pPY (1)Affidavit Z.: 4�zNotary Public, State of Texas Comm. y+Q? Expires 12-02-2023 Notary ID 12476110.5 NOTARY STAMP/SEAL Sworn to and subscribed before me by 2 ` �i C this the J -1 day of A'�l�Lt to certify which, witness my hand a d seal of office. Signat e o icer ministering oath Printed name f officer administering olth Title A officer administering oat • (2) Unsworn Declaration My name is and my date of birth is My address is (street) (city) (state) (zip code) (country) Executed in County, State of on the day of 120 (month) (year) Signature of Candidate/Officeholder (Declarant) Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 SUBTOTALS - C/OH FORM C/OH COVER SHEET PG 3 19 FILER NAME 20 Filer ID (Ethics Commission Filers) Kathleen B Talley 21 SCHEDULE SUBTOTALS SUBTOTAL NAME OF SCHEDULE AMOUNT 1 ® SCHEDULEA1: MONETARY POLITICAL CONTRIBUTIONS $1 220.12 2• SCHEDULEA2: NON -MONETARY (IN -KIND) POLITICAL CONTRIBUTIONS $ 3. SCHEDULE B: PLEDGED CONTRIBUTIONS $ 4. SCHEDULE E: LOANS $ 5. ® SCHEDULE F1: POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $ 795.35 6. SCHEDULE F2: UNPAID INCURRED OBLIGATIONS $ 7 SCHEDULE F3: PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS $ 8. ❑ SCHEDULE F4: EXPENDITURES MADE BY CREDIT CARD $ 9. SCHEDULE G: POLITICAL EXPENDITURES MADE FROM PERSONAL FUNDS $ 10. SCHEDULE H: PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH $ 11. SCHEDULE I: NON -POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS $ 12. SCHEDULE K: INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED $ TO FILER 2023 Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 MONETARY POLITICAL CONTRIBUTIONS SCHEDULE Al If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule Al. 1 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Kathleen B Talley 4 Date 5 Full name of contributor ❑ out-of-state PAC (ID#: j 7 Amount of contribution ($) 01/27/2023 Guy Midkiff ................................................................................... $150.00 6 Contributor address, City; State; Zip Code 921 Midland Creek Dr. Southlake, TX 76092 8 Principal occupation / Job title (See Instructions) Ti--Employer (See Instructions) Date Full name of contributor ❑ out-of-state PAC (ID#: Amount of contribution ($) 03/06/2023 Helen Wong $100.00 .................................................................................. Contributor address; City; State; Zip Code 409 Winding Ridge Southlake, TX 76092 Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor it out-of-state PAC (ID#: 1 Amount of contribution ($) 01 /19/2023 Carl Alford $485.06 .................................................................................. Contributor address; City; State; Zip Code 1812 St. Philip Ave. Southlake, TX 76092 Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of contributor E] out-of-state PAC (ID#: 1 Amount of contribution ($) 01/20/2023 Monica Gardner $485.06 .............................................. ....... I ............. I.............. Contributor address, City, State, Zip Code 800 Deer Hollow Blvd. Southlake, TX 76092 Principal occupation / Job title (See Instructions) Employer (See Instructions) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 NON -MONETARY (IN -KIND) POLITICAL CONTRIBUTIONS SCHEDULE A2 If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule A2: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED IN -KIND POLITICAL CONTRIBUTIONS $ 5 Date 6 Full name of contributor ❑ out-of-state PAC (ID#: ) 7 Contributor address, City, State, Zip Code 8 Amount of 1 g In -kind contribution Contribution $ 1 description I 1 [:]Check if travel outside of Texas. Complete Schedule T. 10 Principal occupation / Job title (FOR NON-JUDICIAL)(See Instructions) 11 Employer (FOR NON-JUDICIAL)(See Instructions) 12 Contributor's principal occupation (FOR JUDICIAL) 13 Contributor's job title (FOR JUDICIAL) (See Instructions) 14 Contributor's employer/law firm (FOR JUDICIAL) 15 Law firm of contributor's spouse (if any) (FOR JUDICIAL) 16 If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL) Date Full name of contributor Elout-of-statePAC (ID#� ) ............................................................................ Contributor address; City; State; Zip Code 1 Amount of In -kind contribution Contribution $ 1 description I 1 1 ❑Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (FOR NON -JUDICIAL) (See Instructions) Employer (FOR NON-JUDICIAL)(See Instructions) Contributor's principal occupation (FOR JUDICIAL) Contributor's job title (FOR JUDICIAL) (See Instructions) Contributor's employer/law firm (FOR JUDICIAL) Law firm of contributor's spouse (if any) (FOR JUDICIAL) If contributor is a child, law firm of parent(s) (if any) (FOR JUDICIAL) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 PLEDGED CONTRIBUTIONS SCHEDULE B If the requested information is not applicable, DO NOT include this page in the report. 1 Total pages Schedule B: The Instruction Guide explains how to complete this form. 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED PLEDGES $ 5 Date 6 Full name of pledgor ❑ out-of-state PAC (ID#: ) 8 Amount I 9 In -kind contribution of Pledge $ I description I 7 Pledgor address; City; State; Zip Code I ❑ Check if travel outside of Texas. Complete Schedule T. 10 Principal occupation / Job title (See Instructions) 11 Employer (See Instructions) Date Full name of pledgor ❑ out-of-state PAC (ID#: I Amount I In -kind contribution of Pledge $ I description I ........................................................................... Pledgor address; City; State; Zip Code I ❑ Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of pledgor ❑ out-of-state PAC (ID#: Amount of I In -kind contribution Pledge $ I description I Pledgor address; City; State; Zip Code I ❑Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) Date Full name of pledgor ❑ out-of-state PAC (ID#: Amount of I In -kind contribution Pledge $ I description ........................................................................... Pledgor address; City; State; Zip Code I ❑Check if travel outside of Texas. Complete Schedule T. Principal occupation / Job title (See Instructions) Employer (See Instructions) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If contributor is out-of-state PAC, please see Instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 LOANS SCHEDULE E If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule E: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED LOANS $ 5 Date of loan 7 Name of lender ................................................................................... 8 Lender address; ❑out-of-statePAC (ID#: ) City; State; Zip Code 9 LoanAmount($) 6 Is lender 10 Interest rate a financial Institution? 11 Maturity date Y N 12 Principal occupation / Job title (See Instructions) 13 Employer (See Instructions) 14 Description of Collateral 15 ❑ Check if personal funds were deposited into political ❑ none account (See Instructions) 16 GUARANTOR 17 Name ofguarantor 19 Amount Guaranteed ($) INFORMATION .................................................................................. 18 Guarantor address; City; State; Zip Code ❑ not applicable 20 Principal Occupation (See Instructions) 21 Employer (See Instructions) Date of loan Name of lender .................................................................................. Lender address, ❑ out-of-state PAC (ID#: ) City, State; Zip Code Loan Amount ($) Is lender Interest rate a financial Institution? Maturity date Y N Principal occupation / Job title (See Instructions) Employer (See Instructions) Description of Collateral ❑ Check if personal funds were deposited into political ❑ none account (See Instructions) GUARANTOR Name of guarantor Amount Guaranteed($) INFORMATION .................................................................................. Guarantor address; City; State; Zip Code F-1 not applicable Principal Occupation (See Instructions) Employer (See Instructions) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED If lender is out-of-state PAC, please see Instruction guide for additional reporting requirements. Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Con tributions/Donatlons Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (enter a category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule F1: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 5 Kathleen B Talley 4 Date 5 Payee name 01/05/2023 Google Domains 6 Amount ($) 7 Payee address; City; State; Zip Code $36.00 Support.Google.com 8 (a) Category (See Categories listed at the top of this schedule) (b) Description Fees Domain fees PURPOSE OF EXPENDITURE (c) Check if travel outside of Texas.CompleteScheduleT. Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 01/18/2023 Staples Amount ($) Payee address; City; State; Zip Code $18.38 200 N Kimball Ave Suite 221 Suite 221, Southlake, TX 76092 Category (See Categories listed at the top of this schedule) Description Event expense Printing expense PURPOSE OF EXPENDITURE ❑ Check iftraveloutside ofTexas.Complete ScheduleT. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 01 /20/2023 Staples Amount ($) Payee address; City; State; Zip Code $50.95 200 N Kimball Ave Suite 221 Suite 221, Southlake, TX 76092 Category (See Categories listed at the top of this schedule) Description PURPOSE Event expense Printing expense OF EXPENDITURE Check iftravel outside ofTexas. Complete ScheduleT. ❑ Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/AWards/MemorlalS Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (entera category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule F1: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Kathleen B Talley 4 Date 5 Payee name 01/24/2023 Feedstore BBG & More 6 Amount ($) 7 Payee address; City; State; Zip Code $164.55 530 S White Chapel Blvd. Southlake, TX 76092 8 (a) Category (See Categories listed at the top of this schedule) (b) Description Eventexpense Food PURPOSE OF EXPENDITURE (C) Check iftravel outside ofTexas.Complete Schedule T. Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 01 /25/23 Wix.com Amount ($) Payee address; City, State; Zip Code $5.35 1691 Michigan Ave. Miami Beach, FL 33139 Category (See Categories listed at the top of this schedule) Description Advertising expense Website fees PURPOSE OF EXPENDITURE Check iftravel outside ofTexas. Complete Schedule T Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 01/27/2023 Godaddy.com Amount ($) Payee address; City; State, Zip Code $60.32 2155 East GoDaddy Way. Tempe, AZ 85284 Category (See Categories listed at the top of this schedule) Description Fees Website fees PURPOSE OF EXPENDITURE Check if travel outside ofTexas. Complete Schedule T. ❑ Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memohals Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (enter a category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule F1: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Kathleen B Talley 4 Date 5 Payee name 01 /30/2023 Godaddy.com 6 Amount ($) 7 Payee address; City; State; Zip Code $66.32 2155 East GoDaddy Way. Tempe, AZ 85284 8 (a) Category (See Categories listed at the top of this schedule) (b) Description Fees Website fees PURPOSE OF EXPENDITURE (c) Check if travel outside of Texas. Complete ScheduleT. El Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 02/13/2023 Wix.com Amount ($) Payee address; 3t State; Zip Code $350.73 1691 Michigan Ave. Miami Beach, FL Category (See Categories listed at the top of this schedule) Description Advertising expense Website fees PURPOSE OF EXPENDITURE Check if travel outside of Texas. Complete ScheduleT. Check ifAustin. TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 02/22/2023 Frost Bank Amount ($) Pa�(e6dre �6509 City; State; Zip Code $8.00 F' b Ft. Worth, TX 76162 Category (See Categories listed at the top of this schedule) Description Accounting/banking Monthly account fee PURPOSE OF EXPENDITURE Check if travel outside of Texas. Complete ScheduleT. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services SalariesANages/Contract Labor Other (entera category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule Fl: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Kathleen B Talley 4 Date 6 Payee name 02/27/2023 Wix.com 6 Amount ($) 7 Payee address; City; State; Zip Code $5.35 1691 Michigan Ave. Miami Beach, FL 33139 8 (a) Category (See Categories listed at the top of this schedule) (b) Description Advertising expense Website fees PURPOSE OF EXPENDITURE (C) Check if travel outside of Texas. Complete ScheduleT. ❑ Check if Austin. TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 03/21/2023 Frost Bank Amount ($) Payee address; City; State; Zip Code $8.00 P.O.Box 16509 Ft. Worth, TX 76162 Category (See Categories listed at the lop of this schedule) Description Accounting/banking Monthly account fee PURPOSE OF EXPENDITURE Check iftravel outside ofTexas. Complete Schedule T. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 03/27/2023 Wix.com Amount ($) Payee address; City; State; Zip Code $5.35 Miami Beach, FL 33139 1691 Michigan Ave. Category (See Categories listed at the top of this schedule) Description PURPOSE Advertising expense Website fees OF EXPENDITURE ❑ Check iftravel outside ofTexas. Complete ScheduleT. ❑ Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F1 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memonals Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (entera category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule F1: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) Kathleen B Talley 4 Date 5 Paye me Wix.com 04/26/2023 6 Amount ($) 7 Payee address; City; State; Zip Code $5.35 1691 Michigan Ave., Miami Beach, Florida 33139 8 (a) Category (See Categories listed at the top of this schedule) (b) Description Advertising expense Website fees PURPOSE OF EXPENDITURE (C) Check if travel outside of Texas. Complete ScheduleT. ❑ Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Wix.com 05/25/2023 Amount ($) Payee address; City, State; Zip Code $5.35 1691 Michigan Ave., Miami Beach, Florida 33139 Category (See Categories listed at the top of this schedule) Description Advertising expense Website fees PURPOSE OF EXPENDITURE ❑ Check if travel outside of Texas. Complete ScheduleT. El Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name 06/26/2023 Wix.com Amount ($) Payee address; City; State; Zip Code $5.35 1691 Michigan Ave., Miami Beach, Florida 33139 Category (See Categories listed at the top of this schedule) Description Advertising expense Website fees PURPOSE OF EXPENDITURE ❑ Check iftravel outside ofTexas. Complete ScheduleT. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 UNPAID INCURRED OBLIGATIONS SCHEDULE F2 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 10(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By GifttAwards/Memodals Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services SalariesAtVages/Contract Labor Other (entera category not listed above) The Instruction Guide explains how to complete this form. 1 Total pages Schedule F2: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED UNPAID INCURRED OBLIGATIONS $ 5 Date 6 Payee name 7 Amount ($) 8 Payee address; City; State, Zip Code 9 TYPE OF EXPENDITURE Political El Non -Political 10 (a) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE OF EXPENDITURE (c) ❑ Check if travel outside of Texas. Complete Schedule T. ElCheck if Austin, TX, officeholder living expense 11 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code TYPE OF EXPENDITURE Political Non -Political Category (See Categories listed at the top of this schedule) Description PURPOSE OF EXPENDITURE ❑ Check if travel outside of Texas.CompleteScheduleT. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 PURCHASE OF INVESTMENTS MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE F3 If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule F3: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date $ Name of person from whom investment is purchased ................................................................................................................................ 6 Address of person from whom investment is purchased; City; State; Zip Code Description of investment 8 Amount of investment ($) Date Name of person from whom investment is purchased ................................................................................................................................ Address of person from whom investment is purchased; City; State; Zip Code Description of investment Amount of investment ($) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 EXPENDITURES MADE BY CREDIT CARD SCHEDULE F4 If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 10(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services SalariesMages/Contract Labor Other (entera category not listed above) The Instruction Guide explains how to complete this form. 1 Total pages Schedule F4: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 TOTAL OF UNITEMIZED EXPENDITURES CHARGED TO ACREDIT CARD $ 5 Date 6 Payee name 7 Amount ($) 8 Payee address; City; State; Zip Code 9 TYPE OF EXPENDITURE El Political Non -Political 10 (a) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE OF EXPENDITURE (c) Check if travel outside of Texas. Complete Schedule ❑ Check if Austin. TX, officeholder living expense 11 Candidate / Officeholder name Office sought Office held Complete ONLY if direct expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code TYPE OF EXPENDITURE Political Non -Political Category (See Categories listed at the top of this schedule) Description PURPOSE OF EXPENDITURE ❑ Check if travel outside of Texas. Complete Schedule T. Check if Austin, TX, officeholder living expense Candidate / Officeholder name Office sought Office held Complete ONLY if direct expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 POLITICAL EXPENDITURES MADE FROM SCHEDULE G PERSONAL FUNDS If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services Salaries/Wages/Contract Labor Other (enter a category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule G: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Payee name 6 Amount ($) 7 Payee address; City; State; Zip Code Reimbursement from political contributions intended 8 (a) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE OF EXPENDITURE (c) Check if travel outside of Texas. Complete ScheduleT. Check if Austin, TX, officeholder living expense 9 Candidate / Officeholder name Office sought Office held Complete ONLY if direct expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State; Zip Code Reimbursement from ❑ political contributions intended Category (See Categories listed at the lop of this schedule) Description PURPOSE OF EXPENDITURE Check if travel outside of Texas. Complete ScheduleT. Check if Austin, TX, officeholder living expense Candidate / Officeholder name Office sought Office held Complete ONLY if direct expenditure to benefit C/OH Date Payee name Amount ($) Payee address; City; State, Zip Code ❑Reimbursement from political contributions intended Category (See Categories listed at the top of this schedule) Description PURPOSE OF EXPENDITURE Check if travel outside of Texas. Complete ScheduleT. Check if Austin, TX, officeholder living expense Candidate / Officeholder name Office sought Office held Complete ONLY if direct expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 PAYMENT MADE FROM POLITICAL CONTRIBUTIONS TO A BUSINESS OF C/OH SCHEDULE H If the requested information is not applicable, DO NOT include this page in the report. EXPENDITURE CATEGORIES FOR BOX 8(a) Advertising Expense Event Expense Loan Repayment/Reimbursement Solicitation/Fundraising Expense Accounting/Banking Fees Office Overhead/Rental Expense Transportation Equipment & Related Expense Consulting Expense Food/Beverage Expense Polling Expense Travel In District Contributions/Donations Made By Gift/Awards/Memorials Expense Printing Expense Travel Out Of District Candidate/Officeholder/Political Committee Legal Services SaladesANages/Contract Labor Other (enter a category not listed above) Credit Card Payment The Instruction Guide explains how to complete this form. 1 Total pages Schedule H: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Business name 6 Amount ($) 7 Business address; City; State; Zip Code 8 (a) Category (See Categories listed at the top of this schedule) (b) Description PURPOSE OF EXPENDITURE (c) ❑ Check iftraveloutside ofTexas.Complete Schedule T. El Check if Austin, TX, officeholder living expense 9 Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Business name Amount ($) Business address; City; State; Zip Code Category (See Categories listed at the top of this schedule) Description PURPOSE OF EXPENDITURE Check if travel outside of Texas. Complete ScheduleT. ❑ Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH Date Business name Amount ($) Business address; City, State; Zip Code Category (See Categories listed at the top of this schedule) Description PURPOSE OF EXPENDITURE ElCheck iftravel outside ofTexas. Complete Schedule T. Check if Austin, TX, officeholder living expense Complete ONLY if direct Candidate / Officeholder name Office sought Office held expenditure to benefit C/OH ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 NON -POLITICAL EXPENDITURES MADE FROM POLITICAL CONTRIBUTIONS SCHEDULE If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule I: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Payee name 6 Amount ($) 7 Payee address; City State Zip Code 8 (a)Category (See instructions for examples of acceptable (b)Description (See instructions regarding type of information PURPOSE categories.) required.) OF EXPENDITURE Date Payee name Amount ($) Payee address; City State Zip Code Category (See instructions for examples of acceptable Description (See instructions regarding type of information PURPOSE categories.) required.) OF EXPENDITURE Date Payee name Amount ($) Payee address; City State Zip Code PURPOSE Category (See instructions for examples of acceptable Description (See instructions regarding type of information OF categories.) required.) EXPENDITURE Date Payee name Amount ($) Payee address; City State Zip Code Category (See instructions for examples of acceptable Description (See instructions regarding type of information PURPOSE categories.) required.) OF EXPENDITURE ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 INTEREST, CREDITS, GAINS, REFUNDS, AND CONTRIBUTIONS RETURNED TO FILER SCHEDULE K If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule K: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Date 5 Name of person from whom amount is received ................................................................................................ 6 Address of person from whom amount is received; City; State; Zip Code 8 Amount ($) 7 Purpose for which amount is received Check if political contribution returned to filer Date Name of person from whom amount is received ................................................................................................ Address of person from whom amount is received; City; State; Zip Code Amount ($) Purpose for which amount is received Check if political contribution returned to filer Date Name of person from whom amount is received ................................................................................................ Address of person from whom amount is received; City; State; Zip Code Amount ($) Purpose for which amount is received Check if political contribution returned to filer Date Name of person from whom amount is received ................................................................................................ Address of person from whom amount is received; City; State; Zip Code Amount ($) Purpose for which amount is received Check if political contribution returned to filer ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 IN -KIND CONTRIBUTIONS OR POLITICAL EXPENDITURES SCHEDULE T FOR TRAVEL OUTSIDE OF TEXAS If the requested information is not applicable, DO NOT include this page in the report. The Instruction Guide explains how to complete this form. 1 Total pages Schedule T: 2 FILER NAME 3 Filer ID (Ethics Commission Filers) 4 Name of Contributor / Corporation or Labor Organization / Pledgor / Payee 5 Contribution / Expenditure reported on: ❑ Schedule A2 ❑ Schedule B ❑ Schedule B(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 ❑ Schedule F2 ❑ Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COWLIC ❑ Schedule B-SS 6 Dates of travel 7 Name of person(s) traveling 8 Departure city or name of departure location 9 Destination city or name of destination location 10 Means of transportation 11 Purpose of travel (including name of conference, seminar, or other event) Name of Contributor / Corporation or Labor Organization / Pledgor / Payee Contribution / Expenditure reported on: ❑ Schedule A2 ❑ Schedule B ❑ Schedule B(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 ❑ Schedule F2 ❑ Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COWLIC ❑ Schedule B-SS Dates of travel Name of person(s) traveling Departure city or name of departure location Destination city or name of destination location Means of transportation Purpose of travel (including name of conference, seminar, or other event) Name of Contributor / Corporation or Labor Organization / Pledgor / Payee Contribution / Expenditure reported on: ❑ Schedule A2 ❑ Schedule B ❑ Schedule B(J) ❑ Schedule C2 ❑ Schedule D ❑ Schedule F1 ❑ Schedule F2 ❑Schedule F4 ❑ Schedule G ❑ Schedule H ❑ Schedule COH-UC ❑Schedule B-SS Dates of travel Name of person(s) traveling Departure city or name of departure location Destination city or name of destination location Means of transportation Purpose of travel (including name of conference, seminar, or other event) ATTACH ADDITIONAL COPIES OF THIS SCHEDULE AS NEEDED Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 CANDIDATE / OFFICEHOLDER REPORT: DESIGNATION OF FINAL REPORT FORM C/OH - FR The Instruction Guide explains how to complete this form. •• Complete only if "Report Type" on page 1 is marked "Final Report" •• 1 C/OH NAME 2 Her ID (Ethics Commission Filers) 3 SIGNATURE I do not expect any further political contributions or political expenditures in connection with my candidacy. I understand that designating a report as a final report terminates my campaign treasurer appointment. I also understand that I may not accept any campaign contributions or make any campaign expenditures without a campaign treasurer appointment on file. Signature of Candidate / Officeholder 4 FILER WHO IS NOT AN OFFICEHOLDER •• Complete A & B below only if you are not an officeholder. •• A. CAMPAIGN FUNDS Check only one: 0 I do not have unexpended contributions or unexpended interest or income earned from political contributions. 0 I have unexpended contributions or unexpended interest or income earned from political contributions. I understand that I may not convert unexpended political contributions or unexpended interest or income earned on political contributions to personal use. I also understand that I must file an annual report of unexpended contributions and that I may not retain unexpended contributions or unexpended interest or income earned on political contributions longer than six years after filing this final report. Further, I understand that I must dispose of unexpended political contributions and unexpended interest or income earned on political contributions in accordance with the requirements of Election Code, § 254.204. B. ASSETS Check only one: 0 1 do not retain assets purchased with political contributions or interest or other income from political contributions. 1 do retain assets purchased with political contributions or interest or other income from political contributions. I understand that I may not convert assets purchased with political contributions or interest or other income from political contributions to personal use. I also understand that I must dispose of assets purchased with political contributions in accordance with the requirements of Election Code, § 254.204. Signature of Candidate 5 OFFICEHOLDER •• Complete this section only if you are an officeholder •• I am aware that I remain subject to filing requirements applicable to an officeholder who does not have a campaign treasurer on file. I am also aware that I will be required to file reports of unexpended contributions if, after filing the last required report as an officeholder, I retain political contributions, interest or other income from political contributions, or assets purchased with political contributions or interest or other income from political contributions. Signature of Officeholder Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022 AFFIDAVIT FOR x CANDIDATE OR OFFICEHOLDER: ELECTRONIC FILING EXEMPTION An exemption affidavit must be submitted with each paper report OFFICE USE ONLY Date Received Date Hand -delivered or Date Postmarked Beginning on January 1, 2022, a candidate or officeholder who has accepted more than $28,800 in political contributions or made more than $28,800 in political expenditures Receipt# in any calendar year must file all subsequent reports electronically. Filer name Filer ID # Date Processed Date Imaged Amount $ 1. I swear or affirm that I have not accepted more than $28,800 in political contributions or made more than $28,800 in political expenditures in a calendar year. 2. 1 further swear or affirm that I do not use computer equipment to keep current records of political contributions, political expenditures, or persons making political contributions to me. 3. 1 further swear or affirm that no person acting as my agent or consultant, and no person with whom I contract, uses computer equipment to keep current records of political contributions, political expenditures, or persons making political contributions to me. 4. 1 further swear or affirm that I understand that I am required to file my campaign finance reports electronically if I, my agent or consultant, or a person with whom I contract exceeds $28,800 in political contributions or political expenditures in a calendar year, or uses computer equipment to keep current records of political contributions, political expenditures, or persons making political contributions to me. 5. 1 am filing this affidavit with the report due on I understand that this affidavit is required to be filed with each campaign finance report for which I am claiming an exemption from electronic filing. Please complete either option below: (1) Affidavit Signature of Filer NOTARY STAMP/SEAL Sworn to and subscribed before me by this the day of 20 , to certify which, witness my hand and seal of office. Signature of officer administering oath Printed name of officer administering oath Title of officer administering oath (2) Unsworn Declaration My name is and my date of birth is My address is street (city) state) ' (zlp code) ' country) Executed in County, State of on the day of 20 (month) (year) Signature of Filer (Declarant) FILERS WHO ARE EXEMPT FROM THE ELECTRONIC FILING REQUIREMENT ARE STILL REQUIRED TO FILE CAMPAIGN FINANCE REPORTS ON PAPER Forms provided by Texas Ethics Commission www.ethics.state.tx.us Revised 11/15/2022