United States Senate Financial Disclosures Annual Report for Calendar 2015 The Honorable James Lankford (Lankford, James) Filed 05/15/2016 11:54 PM The following statements were checked before filing: I certify that the statements I have made on this form are true, compiete 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 three-part test for exemption. it Date 2 08/23/2015 3 09120/2015 4 1 0/18/2015 5 1 1f29/2015 6 1 2/1 3/201 5 1 07/05/201 5 Activity Speech Speech Speech Speech Speech Speech Amount $500.00 $800.00 $520.00 $400.00 $200.00 $250.00 Part 1 . Honoraria Payments or Payments to Charity in Lieu of Honoraria Who Paid? Quail Springs Baptist Church Oklahoma City. OK First Baptist Church Moore, OK Seward Road Baptist Church Guthrie, OK First Baptist Church Jenks, OK Northwest Baptist Church Oklahoma City, OK First Baptist Church Muskogee, OK Did any individuai or organiZation pay you or your spousa more than $200 or donate any amount to a charity on your behaif, for an articie, speech, or appearance? Yes Who received payment? Self I Self Self Self Self Self 1 Spouse Who Was Paid Type Self?Employment Income Part 2. Earned and Non-Investment Income Did you or your Spouse have reportable earned income or non-investment income? Yes Who Paid Speech Language Pathology Services Edmond, OK Amount Paid $1,000 Part 3. Assets Did you, your spouse, or dependent chitd 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 2.1 3.1 4.1 4.2 4.3 MidFirst Bank (Oklahoma City. OK) Type: Checking, Savings, Daugher 529 Account Institution: 11AA CREF Conservative Managed Allocation Age 14-17 Daughter 2 529 Account Institution: CREF Conservative Managed Allocation Age 18+ Personal IRA Acadian Emerging Markets Port American Beacon Stephens Small Cap Growth Deutsche Global High Income FD 3 Bank Deposit Education Savings Plans 529 College Savings Plan Mutual Funds Mutual Fund Education Savings Plans 529 College Savings Plan Mutual Funds Mutual Fund Retirement Plans IRA Mutual Funds Mutuai Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Joint Joint Joint Joint Joint Seif Self Self Self $15,001 - $50,000 $15,001 - $50,000 $15,001 $50,000 $1,001 - $15,000 $1 ,001 - $15,000 $1,001 $15,000 1mm Ims Interest, Excepted investment Fund, Excepted Investment Fund, Excepted investment Fund, Excepted Investment Fund, Excepted investment Fund, income None (or less than $201 $201 - $1 .000 $201 - $1 ,000 None (or less than $201) None (0r tees than $201) None (or less than $201 4.4 4.5 4.6 4.7 4.8 4.9 4.10 4.11 4.12 5559.! Deutsche Ultra Short Duration FD Deutsche Unconstrainod Income Fund 3 Fidelity Adviser New Insights CL I Fidelity Capital Apprecitation Fidelity High Income ?delity Low Priced Stock - Fidelity Strategic Real Return (NASDAQ) lnvesoo Comstock Fund CL A - Oppenheimer Senior Floating Rate A (NASDAQ) James and Cindy Mutual Fund Description: investments (Oklahoma City, OK) Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Inves?nent Fund Investment Club Self Self Self Self Self Self Self Self 800? Joint $1 ,001 - $15,000 $1 $15,000 $15,001 - $50,000 $15,001 $50,000 $11001 $15,000 $1.001 - $15,000 $1,001 $15,000 $15,001 - $50,000 $1,001 $15,000 lemme Ewe Excepted lnvestm ent Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund. Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund. 1mm None (or less man $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201 5.1 5.2 5.3 5.4 5.5 5.6 5.7 5.8 5.9 5.10 American Beacon Stephens Sm Cp Gr (NASDAQ) Deutsche Global High Income FD Ema - ?delity Emerging Markets (NASDAQ) E3353 - Fidelity Strategic Real Return (NASDAQ) - Fidelity Capital Appreciation (NASDAQ) Em); - ?delity Adviser New Insights (NASDAQ) - Fidelity High Income (NASDAQ) ELESX - Fidelity Low-Priced Stock (NASDAQ) AQSIX - lnvesco Comstock A (NASDAQ) - Deutsche Unconstrained Income (NASDAQ) Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Joint Joint Joint Joint Joint Joint Joint Joint Joint Joint None (or less than $1,001) None (or less than $1 ,001) None (or less than $1 ,001) None (or less than $1,001) $1 .001 $15,000 $1,001 - $15,000 None (or less than $1,001) None (or less than $1,001) $1,001 - $15,000 None (or less than $1,001) income Excepted Investment Fund. Excepted investment Fund. Excepted Investment und, Excepted Investment Fund. Excepted investment Fund, Excepted lnvestment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted investment Fund. Excepted Investment Fund, 19.131113 None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201 5.11 5.12 6.1 6.2 6.3 6.4 6.5 6.6 6.7 Asset 595.152; - Deutsche Ultra-Short Duration (NASDAQ) Oppenheimer Senior Floating Rate CL A Cindy IRA - Fidelity Strategic Real Return (NASDAQ) - ?delity Capital Appreciation (NASDAQ) Em - Fidelity Adviser New Insights (NASDAQ) - Fidetity High Income (NASDAQ) - Fidelity Low-Priced Stock (NASDAQ) 5951;; - lnvesoo Comstoek A (NASDAQ) Am - Acadian Emerging Markets Instl (NASDAQ) Mutual Funds Mutual Fund Mutual Funds Mutual Fund Retirement Pians IRA Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutuai Funds Mutual Fund Mutuai Funds Mutuat Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund utu a! Funds Mutuai Fund Joint Joint Spouse Spouse Spouse Spouse Spouse Spouse Spouse Spouse None (or less than $1,001) None (or less than $1,001) None (Of less than $1,001) $1,001 $15,000 $1,001 - $15,000 None (or less than $1,001) None (or less than $1,001) $1,001 - $15,000 None (or less than $1 ,001) lame Tm Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund. Excepted investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, lame None (or less than $201) None (or less than $201 None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201) None (or less than $201 Asset 6.8 $139); - American Beacon Stephens Sm Cp Gr Inv (NASDAQ) 6.9 ?315); - Deutsche Unconstrained Income (NASDAQ) 6.10 - Deutsche Ultra?Short Duration (NASDAQ) 6.1 1 Sal-Lax - Deutsche Global High Income 3 (NASDAQ) 6.12 - Oppenheimer Senior Floating Rate A (NASDAQ) mite Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund Mutual Funds Mutual Fund mm Spouse Spouse Spouse Spouse Spouse None (or less than $1,001) None (or less than $1,001) None (or less than $1,001) None (or less than $1 ,001) None (or less than $1 ,001) Lemme lute Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund, Excepted Investment Fund. Excepted Investment Fund, 10mm None (or less than $201) None (or fess than $201) None (or less than $201) None (or less than $201) None (or less than $201) Part 43. Periodic Transaction Report Summary In this section, electronically filed periodic transaction report (PTR) transactions are displayed for you. Have you filed any paper-based 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? Yes Transaction Transaction Owner Ticker Asset Name Type Date Amount Comment 1 Joint Aggressive Managed Allocation Ages Sale (Full) 06/08/2015 $15,001 - 12-14 - Jordan $50,000 2 Joint -- Aggressive Managed Allocation Age Sale (Full) 06/08/2015 $15,001 - 1 8+ $50,000 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 or reimbursements for travel? No Part 7. Liabilities Did you, your spouse. or dependent child have a liability worth more than $10,000 at any time? Yes Did you have any reportable agreement or arrangement with an outside entity? No Rate incurred Debtor Type Points (Term) Amount Creditor Comments 1 2013 Joint Mortgage 0 3.625% $100,001 - $250,000 US Bank (30 Year) Minneapolis, MN 2 2013 Joint Other (Car - 2.5% $10,001 - $15,000 Bank of the West - Loan) (5 Years) San Fransisco. CA 3 2015 Joint Other (Car 2.9% $10,001 $15,000 MidFirst Bank Loan) (60 Okiahoma City, OK Month) Part 8. Positions Did you hold any outside positions during the reporting period? Yes Position Position Dates Held Entity Entity Type Comments 1 Jan 2013 to Trustee Jasmine Moran Children's Nonprofit Uncompensated present Museum Organization Position Seminole, OK Part 9. Agreements Part 10. Compensation prior years? This is not my first report. 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 Mo ?Mars: Attachments Comments No attachments added. No comments added.