State officials and candidates file Statements of Economic Interests for public inspection when they are nominated, appointed, or elected to a new position, and continue to update them annually. Members and employees of the State of Wisconsin Investment Board must also file additional quarterly reports of economic transactions with the Ethics Commission. A statement identifies a filer's, and his or her immediate family's, employers, investments, real estate, commercial clients, and creditors. The purpose of the statement is to disclose the official's or candidate's financial relationships. Approximately 2,500 state public officials and candidates for state office file statements of economic interests on an annual basis.
A list of the positions of state public officials required to file Statements of Economic Interests is available here: https://ethics.wi.gov/Resources/1402-SPOsRequiredToFile2016.pdf. Candidates running for any of the elected positions on the list must also file an SEI to be placed on the ballot.
Newly appointed state officials must file within 21 days of assuming office. Nominees must file within 21 days of their nomination. Candidates must file within 3 days of the deadline for filing nomination papers. State officials update their Statements annually on or before April 30, reporting their economic interests for the preceding calendar year.
EMPLOYERS: Any employer from which the official or a member of his or her immediate family received income of $1,000 or more.
BUSINESSES: Any partnership, corporation, proprietorship, firm, franchise, or other business or enterprise in which the official or a member of his or her immediate family owned a 10% or greater interest.
REAL ESTATE: Any real estate located in Wisconsin in which the person required to file or a member of his or her immediate family held, directly or indirectly, a 10% or greater interest valued at $5,000 or more. Officials do not have to list their principal residence.
CUSTOMERS, CLIENTS, AND TENANTS: Any source from which the businesses and real estate of the person required to file or members of his or her immediate family received $10,000 or more of payments, excluding (a) a corporation's sources of income unless the corporation is a service corporation or an "S" corporation under the Internal Revenue Code, ((b) an individual unless the individual was a lobbyist, and (c) a decedent's estate).
GIFTS: Any individual or organization from which the person required to file received entertainment or gifts having a total value over $50, excluding gifts from relatives.
HONORARIA AND EXPENSES: Any individual or organization from which the person required to file received lodging, transportation, meals, expenses, or honoraria having a value over $50, for the presentation of a talk, participation in a meeting, or a published work about issues affecting state government or state agencies.
OTHER SOURCES OF INCOME: Any source not already identified from which the official or a member of his or her immediate family received income of $1,000 or more during the preceding year, including honoraria not elsewhere reported, Social Security payments, retirement benefits, directors' fees, commissions, and proceeds from the sale of real estate.
SECURITIES: Any business, organization, or Wisconsin governmental entity in which the official or a member of his or her immediate family owned securities, including stocks, bonds, mutual funds, money market funds, limited partnerships, and commodity futures contracts, valued at $5,000 or more.
OFFICES AND DIRECTORSHIPS: Any business or organization (other than a charitable, political, non-profit social or community service organization; trust; or federal, state, or local government or governmental agency) in which the official or a member of his or her immediate family was an officer or director.
REPRESENTATION OF ORGANIZATIONS: Any business or organization (other than a charitable, political, non-profit social or community service organization; trust; or federal, state, or local government or governmental agency) for which the official or a member of his or her immediate family was an authorized representative or legal agent.
CREDITORS: Any creditor to whom the official or a member of his or her immediate family owed $5,000 or more.
Statements of Economic Interests (SEIs) filed by appointed and elected officials are retained for three years beyond when the individual leaves office and is no longer required to file an SEI.
SEIs filed by unsuccessful candidates are retained for three years from the election date.
The Ethics Commission may issue a monetary settlement offer to an official who files his or her SEI more than 15 days after the due date. If an official fails to file his or her SEI within 30 days of the due date, state statute requires the Ethics Commission and the official's agency to withhold any paychecks, per diems, or expense reimbursement until the official has filed their SEI.
Candidates who fail to file their SEI will not be granted ballot access.
The Ethics Commission has created a Standard Settlement Schedule and Waiver Policy for Statements of Economic Interests - more information is available here: https://ethics.wi.gov/Pages/Enforcement/SettlementSchedules.aspx.
If you wish to view a Statement of Economic Interests for one or more officials, please complete the form ETH-2: Request to Examine SEIs, and submit it to the Ethics Commission staff.
The Ethics Commission is developing a process to request and view filed Statements of Economic Interests (SEIs) online, so please check back for the availability of that capability. Thank you for your patience. When that process is available, you will be able to request to view SEIs here: Request to View SEIs.
You can request any Statement of Economic Interests on file with the Ethics Commission. In the future, this site will also include an index of filed statements of economic interests, searchable by name, agency, position, and year filed.
NOTE: Most officials will file statements online - please contact Ethics Commission staff if you are having trouble logging into the site.
If you want a blank, fillable Statement of Economic Interests (SEI) form, click here: https://ethics.wi.gov/Resources/ETH-1StatementOfEconomicInterests.pdf
For detailed instructions on completing an Statement of Economic Interests (SEI), click here: https://ethics.wi.gov/Resources/ETH-1%20Instructions.pdf.
For instructions on logging and entering your statement using this site, click here: https://ethics.wi.gov/Resources/SEIDataEntryUserManual.pdf