United States Senate Financial Disclosures Annual Report for Calendar 2015 The Honorable Bernard Sanders (Sanders, Bernard)  Filed 06/06/2016 @ 5:02 PM The following statements were checked before filing: I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief. I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report. I omitted assets because they meet the three­part test for exemption. Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria Did any individual or organization pay you or your spouse more than $200 or donate any amount to a charity on your behalf, for an article, speech, or appearance? Yes # Date Activity Amount Who Paid? Who received payment? 1 06/19/2015 Appearance $850.00 Mahar Live Inc. A Charity Los Angeles, CA 2 01/05/2015 Speech $450.00 Avalon Publishing Group A Charity Berkeley, CA 3 10/13/2015 Speech $2,585.00 Avalon Publishing Group A Charity Berkeley, CA Part 2. Earned and Non­Investment Income Did you or your spouse have reportable earned income or non­investment income? Yes # Who Was Paid Type Who Paid Amount Paid 1 Self Pension City of Burlington Vermont $4,894.20 Burlington, VT 2 Spouse Board Compensation Vermont Economic Development Authority > $1,000 Montpelier, VT Part 3. Assets Did you, your spouse, or dependent child own any asset worth more than $1000, have a deposit account with a balance over $5,000, or receive income of more than $200 from an asset? Yes Income Asset 1 Spouse Retirement plan Asset Type Retirement Owner Value Type Income Spouse Plans Defined Contribution Pension Plan 1.1 CREF Stock Account Mutual Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 1.2 CREF Growth Account Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 1.3 CREF Equity Index Mutual $201) Spouse Funds None (or less Excepted None than $1,001) Investment (or less Fund, than Mutual Fund 1.4 CREF Global Equities Account Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 1.5 TIAA Access Mid­Cap Growth (T4) Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 1.6 TIAA Real Estate Account Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 1.7 CREF Bond Market Account Mutual Funds Mutual Fund $201) Spouse $1,001 ­ Excepted None $15,000 Investment (or less Fund, than $201) 1.8 CREF Inflation­Linked Bond Account Mutual Spouse Funds None (or less Excepted None than $1,001) Investment (or less Fund, than Mutual Fund 1.9 CREF Social Choice Account Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 1.10 TIAA Traditional Annuity Mutual $201) Spouse Funds $50,001 ­ Excepted None $100,000 Investment (or less Fund, than Mutual Fund 1.11 TIAA Personal Annuity Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 1.12 Teachers Personal Annuity Fixed Account Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2 Spouse Retirement Plan 2 Retirement $201) Spouse Plans Defined Contribution Pension Plan 2.1 Valic Core Equity Mutual Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.2 Valic Div Value Mutual Funds Mutual Fund $201) Spouse $1,001 ­ Excepted None $15,000 Investment (or less Fund, than $201) 2.3 VALIC SOCIALLY RESP Mutual Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 2.4 VALIC STOCK INDEX Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.5 VALIC MID CAP INDEX Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 2.6 VALIC SMALL CAP Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 2.7 VALIC SMALL CAP INDEX Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.8 VALIC SOCIAL AWARENESS Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.9 VALIC INT'L EQUITIES Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.10 VALIC SCIENCE &TECH Mutual Funds Mutual Fund $201) Spouse $1,001 ­ Excepted None $15,000 Investment (or less Fund, than $201) 2.11 VALIC AGGR GROWTH LI Mutual Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.12 VALIC ASSET ALLOC Mutual $201) Spouse Funds $15,001 ­ Excepted None $50,000 Investment (or less Fund, than Mutual Fund 2.13 VALIC MOD GROWTH LI Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.14 VNGRD LI FGRO Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.15 VNGRD LI FMOD Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.16 VALIC GOVT SECURITIES Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.17 VALIC INTL GOVT BOND Mutual $201) Spouse Funds None (or less Excepted None than $1,001) Investment (or less Fund, than Mutual Fund 2.18 VALIC STRATEGIC BOND Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.19 VNGRD LT TRSRY Mutual Funds Mutual Fund $201) Spouse $1,001 ­ Excepted None $15,000 Investment (or less Fund, than $201) 2.20 VNGRD LT INV GRADE Mutual Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 2.21 VALIC MONEY MARKET II Mutual $201) Spouse Funds None (or less Excepted None than $1,001) Investment (or less Fund, than Mutual Fund 2.22 VNGRD LT Corporate Mutual $201) Spouse Funds $1,001 ­ Excepted None $15,000 Investment (or less Fund, than Mutual Fund 3 Spousal Retirement IRA Retirement $201) Spouse Plans IRA 3.1 People's United Bank Retirement Spouse Plans IRA 4 Pension Retirement Filer comment: Pension income reported in Plans (or less Defined Benefit than Part 2. Self Unascertainable Pension Plan None, None $201) Part 4a. Periodic Transaction Report Summary In this section, electronically filed periodic transaction report (PTR) transactions are displayed for you. Have you filed any paper­based PTRs in this period? No Part 4b. Transactions Did you, your spouse, or dependent child buy, sell, or exchange an asset that exceeded $1,000? No Part 5. Gifts Did you, your spouse, or dependent child receive any reportable gift during the reporting period? No Part 6. Travel Did you, your spouse, or dependent child receive any reportable travel or reimbursements for travel? Yes Reimbursed # Date(s) Traveler(s) Travel Type Itinerary For Who Paid 1 04/07/2015 to Self Privately­ Burlington, VT to New Coach and National Sponsored York and Return lodging Action Network 04/08/2015 Comment New York City, New York Part 7. Liabilities Did you, your spouse, or dependent child have a liability worth more than $10,000 at any time? Yes Rate # Incurred Debtor Type Points (Term) Amount Creditor Comments 1 2006 Self Other (VISA ­ 10.25% $15,001 ­ U.S. Senate Federal ­ (Revolving) $50,000 Credit Union CARD) Washington, DC 2 3 2013 2013 Self Self Mortgage Mortgage .40 0 3.25% $250,001 ­ Quicken Loans (30) $500,000 Detroit, MI 3.25% $250,001 ­ Quicken Loans (30) $500,000 Detroit, MI ­ ­ Part 8. Positions Did you hold any outside positions during the reporting period? No Part 9. Agreements Did you have any reportable agreement or arrangement with an outside entity? No Part 10. Compensation If this is your first report, or you are a candidate did you receive compensation of more than $5,000 from a single source in the two prior years? This is not my first report. Attachments & Comments No attachments added.  No comments added.