Filing ID #10013657

f inancial D iScloSure r ePort
Clerk of the House of Representatives • Legislative Resource Center • 135 Cannon Building • Washington, DC 20515

filer information
name:

Hon. Steven Dane Russell

Status:

Member

State/District:

OK05

filing information
filing type:

Annual Report

filing year:

2015

filing Date:

08/8/2016

ScheDule a: aSSetS anD "unearneD" income
asset

owner value of asset income
type(s)

income

tx. >
$1,000?

Fidelity Adv Intl Discovery - CL 1 Fund

$15,001 - $50,000 Tax-Deferred

c
d
e
f
g

Fidelity Adv New Insights - CL 1 Fund

$50,001 $100,000

Tax-Deferred

c
d
e
f
g

Fidelity Adv New Strategic Income - CL 1 Fund

$15,001 - $50,000 Tax-Deferred

c
d
e
f
g

Fidelity Investments ⇒
Fidelity Adv Mid Cap II - CL 1 Fund

JT

$15,001 - $50,000 Capital Gains,
Dividends

$201 - $1,000

Fidelity Investments ⇒ Fidelity Roth IRA ⇒
Fidelity Adv Intl Discovery - CL 1 Fund

SP

$1,001 - $15,000

Tax-Deferred

c
d
e
f
g

Fidelity Investments ⇒ Fidelity Roth IRA ⇒
Fidelity Adv New Insights - CL 1 Fund

SP

$15,001 - $50,000 Tax-Deferred

c
d
e
f
g

Fidelity Investments ⇒ Fidelity Roth IRA ⇒
Fidelity Adv Small Cap - CL 1 Fund

SP

$1,001 - $15,000

Tax-Deferred

c
d
e
f
g

Fidelity Investments ⇒ Fidelity Roth IRA ⇒
Fidelity Adv Strategic Income - CL 1 Fund

SP

$1,001 - $15,000

Tax-Deferred

c
d
e
f
g

c
d
e
f
g

 asset

owner value of asset income
type(s)

income

Pioneer Disciplined Growth Fund A

JT

$201 - $1,000

State of Oklahoma Retirement Account

$1,001 - $15,000

Capital Gains,
Dividends

tx. >
$1,000?

$15,001 - $50,000 Tax-Deferred

c
d
e
f
g

c
d
e
f
g

DESCRIPTION: Mr. Russell's Retirement Plan with the State of Oklahoma. 12/31/15 Value of $15,243.64.

Tinker Federal Credit Union

JT

$1,001 - $15,000

Interest

$1 - $200

c
d
e
f
g

Pass Through
Partnership
Income

$1,001 - $2,500

c
d
e
f
g

DESCRIPTION: This account is Mr. and Mrs. Russell's personal checking account.

Two Rivers Arms, LLC, 60% Interest

$1 - $1,000

LOCATION: Oklahoma City / Oklahoma, OK, US
DESCRIPTION: This entity is a Oklahoma partnership that manufactures firearms. Mr. Russell is a 60% owner/partner in this business.
* Asset class details available at the bottom of this form.

ScheDule B: tranSactionS
None disclosed.

ScheDule c: earneD income
None disclosed.

ScheDule D: liaBilitieS
owner creditor

Date incurred type

amount of
liability

JT

12/1/14

$250,001 $500,000

US Bank

Mortgage on 1291 Scenic Trail, Choctaw,
OK

ScheDule e: PoSitionS
Position

name of organization

Limited Liability Member

Two Rivers Arms, LLC (Oklahoma (Oklahoma City) Limited Limited Company)

ScheDule f: agreementS
Date

Parties to

terms of agreement

December 2012

Steve Russell and the State of Oklahoma

Agreement to continue to participate in the retirement plan.

 ScheDule g: giftS
None disclosed.

ScheDule h: travel PaymentS anD reimBurSementS
trip Details

inclusions

Source

Start
Date

end Date itinerary

U.S. Association of
Former Members of
Congress

05/1/2015

05/8/2015

American Israel
Education Foundation

08/8/2015 08/16/2015 Washington DC - Israel
- Washington DC

Days at
own exp.

Washington DC Berlin, Germany Washington DC

lodging?

food?

family?

0

b
c
d
e
f
g

b
c
d
e
f
g

b
c
d
e
f
g

0

b
c
d
e
f
g

b
c
d
e
f
g

b
c
d
e
f
g

ScheDule i: PaymentS maDe to charity in lieu of honoraria
None disclosed.

ScheDule a anD B aSSet claSS DetailS
Fidelity Investments (100% Interest) (Owner: JT)
LOCATION: Oklahoma City, OK, US
Fidelity Investments (Owner: SP)
Fidelity Investments ⇒ Fidelity Roth IRA (Owner: SP)

excluSionS of SPouSe, DePenDent, or truSt information
iPo: Did you purchase any shares that were allocated as a part of an Initial Public Offering?

j Yes n
k
l
m
n
i No
j
k
l
m
trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not
be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child?

j Yes n
k
l
m
n
i No
j
k
l
m
exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or
dependent child because they meet all three tests for exemption?

j Yes n
k
l
m
n
i No
j
k
l
m

certification anD Signature
b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the
c
d
e
f
g
best of my knowledge and belief.
Digitally Signed: Hon. Steven Dane Russell , 08/8/2016