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From:<br />

To:<br />

Subject:<br />

Date:<br />

Walter M. Shaub<br />

Sean Doocey<br />

Re: 278 Question<br />

Sunday, November 27, 2016 7:32:56 PM<br />

Thanks for reaching out, Sean. I'm very sorry I didn't see your message earlier. I normally<br />

(b)(6)<br />

check my blackberry constantly, but I left it behind by accident when<br />

The answer depends (b) (5)<br />

(b) (5)<br />

. I think for all of these nominees (b) (5)<br />

. In that case, the period for assets and investment income dates back to (b) (5) The<br />

same is true for earned income and liabilities. This reporting period applies to parts 2, 5, 6 and<br />

8.<br />

Note that a different reporting period applies to positions held (part 1) and sources of earned<br />

income exceeding $5,000 (part 4). ‎ For these items in part 1 and part 4, the reporting period<br />

dates back to (b) (5)<br />

A third reporting period covers part 3 (arrangements and agreements). We have nominees<br />

report all arrangements/agreements in existence as of the date of filing and ‎all<br />

arrangements/agreements in existence between the date of filing and the date of<br />

appointment into the government. Thus, for example, the former would cover a 401k plan and<br />

the latter would cover the forfeiture of unvested stock options upon resignation from a<br />

private employer following Senate confirmation.<br />

Finally, nominees do not complete part 7 (transactions) or part 9 (gifts and reimbursements).<br />

‎But if they're using Integrity, the system won't ask them to complete those parts.<br />

Don't hesitate to let me know if you have any questions or would prefer to talk by phone. We<br />

want to be as helpful as possible.<br />

(b) (5)<br />

Walt<br />

Sent from my BlackBerry 10 smartphone on the Verizon Wireless 4G LTE network.<br />

From: Sean Doocey<br />

Sent: Sunday, November 27, 2016 2:58 PM<br />

To: Walter M. Shaub

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