Reporting Periods: Parts 2, 5, and 6




New Entrant, Nominee, or Candidate Report

The reporting period for a New Entrant, Nominee, or Candidate report is the current calendar year and the previous calendar year.

For example, if today is October 15, 2015, the reporting period is January 1, 2014 through October 15, 2015.

When valuing an asset for these Parts, you may pick any date that is within 31 days of the end of the reporting period.

Annual Report

The reporting period for an Annual report is the preceding calendar year.

Termination Report

The reporting period starts after the last day covered by your most recent financial disclosure report and ends on the date of your termination.

Annual/Termination Report

The reporting period for a combined Annual/Termination report is the preceding calendar year and the current calendar year up to the date of your termination.