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Virginia Conflict of Interest and Ethics Advisory Council

GENERAL ASSEMBLY STATEMENT OF ECONOMIC INTERESTS

NAME: R. Steven Landes
OFFICE OR POSITION
HELD OR SOUGHT:
HOUSE OF DELEGATES
DISTRICT NO.
25th
ARE YOU FILING THIS FORM AS A CANDIDATE FOR ELECTION TO THIS OFFICE?
[X] Yes [ ] No
BUSINESS ADDRESS: STREET
4117 Lee Highway
TELEPHONE:
CITY
Weyers Cave
STATE
VA
ZIP
24486
OFFICE
540-255-5335
HOME
REDACTED
EMAIL ADDRESS: REDACTED
FIRST AND LAST NAMES OF MEMBERS OF IMMEDIATE FAMILY: Angela H. Landes (Wife) Roth S. Landes (Son)

I certify that I completed ethics training as required by § 30-129.1. [X] Yes [ ] No

Pursuant to § 30-129.1, although there is no penalty for your failure to attend the full or refresher orientation session, attendance is mandatory under the Code and you must disclose your attendance on this form.

This Statement of Economic Interests will be available to the public via the searchable database on the Virgina Conflict of Interest and Ethics Advisory Council website, as required by § 30-356.

REPORT TO THE BEST OF INFORMATION AND BELIEF Information required on this Statement must be provided on the basis of the best knowledge, information, and belief of the individual filing the Statement as of the date of this report.

AFFIRMATION

In accordance with the rules of the house in which I [shall] serve, if I receive a request that this disclosure statement be corrected, augmented, or revised in any respect, I hereby pledge that I shall respond promptly to the request. I understand that if a determination is made that the statement is insufficient, I will satisfy such request or be subjected to disciplinary action of my house.

I swear or affirm that the information provided on this statement is full, true, and correct to the best of my knowledge.

R. Steven Landes (Electronically Signed: 1/17/2017 1:15:23 PM)   1/17/2017 1:15:23 PM
Signature of Member/Member-elect/Candidate   Date
Any legislator who knowingly and intentionally makes a false statement of a material fact on the Statement of Economic Interests is guilty of a Class 5 felony and shall be subject to disciplinary action for such violations by the house in which the legislator sits.

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General Assembly Statement of Economic Interests

SCHEDULE A

OFFICES, DIRECTORSHIPS, AND EMPLOYMENT

NAME: R. Steven Landes

QUESTIONS:

1. Do you or a member of your immediate family receive remuneration, benefits, or compensation for service as an officer or director of a business?

Yes []
No [X]
If yes, complete the table for each such business.

2. Do you or a member of your immediate family receive salary or wages in excess of $5,000 annually from any employer? DO NOT INCLUDE salary received as a member of the General Assembly pursuant to § 30-19.11.

Yes [X]
No [ ]
If yes, complete the table for each such employer.

INSTRUCTIONS:

Disclose each:

NAME OF BUSINESS OR EMPLOYER LOCATION OF BUSINESS OR EMPLOYER (CITY OR COUNTY, AND STATE) POSITION HELD BY WHOM OFFICE OR DIRECTORSHIP OR EMPLOYMENT
Home Instead Senior Care/ Koinonia, Inc. Verona, Virginia Community Liaison R. Steven Landes EMPLOYMENT
Shenandoah County Commonwelath's Attorneys Office Woodstock, Virginia Assistant Commonwealth's Attorney Angela H. Landes EMPLOYMENT

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General Assembly Statement of Economic Interests

SCHEDULE B

PERSONAL DEBTS

NAME: R. Steven Landes

QUESTIONS:

1. Do you owe more than $5,000 to any one creditor, including any contingent debt to any one creditor?

DO NOT INCLUDE any debt owed to any government or any loan secured by a recorded lien on property if such lien is at least equal to the value of the loan.

Yes [X]
No [ ]
If yes, complete Table(s) 1A, 1B and/or 1C.

2. Does a member of your immediate family owe more than $5,000 to any one creditor, including any contingent debt to any one creditor?

DO NOT INCLUDE any debt owed to any government or any loan secured by a recorded lien on property if such lien is at least equal to the value of the loan.

Yes []
No [X]
If yes, complete Table(s) 2A, 2B and/or 2C.

TABLES 1A, 1B, and 1C

INSTRUCTIONS:

Disclose personal debts, including contingent debts, owed by you to each category of creditor by selecting the appropriate category listed in TABLE 1A. To calculate the amount of personal debt to disclose for each category of creditor, include all debts owed to creditors within each category, but DO NOT INCLUDE any debt owed to any one creditor in an amount of $5,000 or less.

If you owe a personal debt to a business creditor that is not included in any category of creditor listed in TABLE 1A, disclose such debt in TABLE 1B. List the name of the business creditor and its principal business activity.

If you owe a personal debt to an individual creditor, disclose such debt in TABLE 1C. Identify the name of the individual creditor and his principal business or occupation.

If you owe a personal debt jointly with another person who is not a member of your immediate family, disclose only your share of the debt.

If you owe a personal debt jointly with a member of your immediate family, disclose any such debt in TABLE 1A, 1B, or 1C, as appropriate, as if you are solely liable for the total amount of the debt, and DO NOT DISLCOSE such debt in TABLE 2A, 2B, or 2C.

DO NOT REPORT:

My personal debts are as follows:

Table 1A. Creditor Categories:
SELECT APPROPRIATE CATEGORIES AMOUNT OF PERSONAL DEBT
$5,001 to $50,000
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Table 1B. Other Business Creditors:
NAME OF CREDITOR CREDITOR'S PRINCIPAL BUSINESS ACTIVITY AMOUNT OF PERSONAL DEBT
SunTrust Bank Bank $5,001 to $50,000
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Table 1C. Individual Creditors:
NAME OF CREDITOR CREDITOR'S PRINCIPAL BUSINESS OR OCCUPATION AMOUNT OF PERSONAL DEBT
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Not Applicable

TABLES 2A, 2B, and 2C

INSTRUCTIONS:

Disclose personal debts, including contingent debts, owed by a member of your immediate family to each category of creditor by selecting the appropriate category listed in TABLE 2A. To calculate the amount of personal debt to disclose for each category of creditor, include all debts owed to creditors within each category, but DO NOT INCLUDE any debt owed to any one creditor in an amount of $5,000 or less.

If a member of your immediate family owes a personal debt to a business creditor that is not included in any category of creditor listed in TABLE 2A, disclose such debt in TABLE 2B. List the name of the business creditor and its principal business activity.

If a member of your immediate family owes a personal debt to an individual creditor, disclose such debt in TABLE 2C. Identify the name of the individual creditor and his principal business or occupation.

If a member of your immediate family owes a personal debt jointly with another person not yourself who is not a member of your immediate family, disclose only his share of the debt.

If you owe a personal debt jointly with a member of your immediate family, report any such debt in TABLE 1A, 1B, or 1C, as appropriate, as if you are solely liable for the total amount of the debt, and DO NOT DISCLOSE such debt in TABLE 2A, 2B, or 2C.

DO NOT REPORT:

The personal debts of members of my immediate family are as follows:

Table 2A. Creditor Categories:
SELECT APPROPRIATE CATEGORIES AMOUNT OF PERSONAL DEBT
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Table 2B. Other Business Creditors:
NAME OF CREDITOR CREDITOR'S PRINCIPAL BUSINESS ACTIVITY AMOUNT OF PERSONAL DEBT
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Table 2C. Individual Creditors:
NAME OF CREDITOR CREDITOR'S PRINCIPAL BUSINESS OR OCCUPATION AMOUNT OF PERSONAL DEBT
Not Applicable
Not Applicable
Not Applicable
Not Applicable
Not Applicable

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General Assembly Statement of Economic Interests

SCHEDULE C

SECURITIES

NAME: R. Steven Landes

QUESTION:

Do you or a member of your immediate family, separately or together, own securities valued in excess of $5,000 invested in one business or Virginia governmental entity?

INCLUDE securities held in (i) trusts; (ii) individual retirement arrangements (IRAs); (iii) defined contribution plans, including plans established in accordance with sections 401, 403, or 457 of the Internal Revenue Code; and (iv) any other type of investment account.

INCLUDE securities not held in your name or the name of a member of your immediate family if you or a member of your immediate family retains the right to control such securities or the right to receive the income from such securities.

Yes [X]
No [ ]
If yes, complete the table for each such security.

INSTRUCTIONS:

Disclose each business or Virginia governmental entity in which you or a member of your immediate family, separately or together, own securities valued in excess of $5,000.

INCLUDE securities held in (i) trusts; (ii) individual retirement arrangements (IRAs); (iii) defined contribution plans, including plans established in accordance with sections 401, 403, or 457 of the Internal Revenue Code; and (iv) any other type of investment account.

INCLUDE securities not held in your name or the name of a member of your immediate family if you or a member of your immediate family retains the right to control such securities or the right to receive the income from such securities.

“Securities" INCLUDES:
  • Stocks
  • Bonds
  • Mutual funds
  • Limited partnerships
  • Commodity futures contracts
“Securities" EXCLUDES:
  • Defined benefit plans, including pension plans
  • Certificates of deposit
  • Money market funds
  • Annuity contracts
  • Insurance policies
  • Securities issued by the U.S. government or other government securities not issued by the Commonwealth or its political subdivisions.

DRAFT

List the issuer and type of each security. List separately each security held in an IRA, defined contribution plan, or other type of investment account, if such security is valued in excess of $5,000.

For defined contribution plans administered by the Commonwealth or its political subdivisions, list the administering agency as the issuer of the security, unless the security is held in a self-directed brokerage account, in which case list the issuer of the security.

NAME OF ISSUER OF SECURITY TYPE OF SECURITY (STOCKS, BONDS, MUTUAL FUNDS, IRA, ETC.) VALUE OF SECURITY
Putnam Investments Mutual Funds IRA $50,001 to $250,000
Oppenheimer Funds Mutual Funds IRA $50,001 to $250,000
American Funds Mutual Funds IRA $50,001 to $250,000
SunTrust Investment Services, Inc. Mutual Funds $50,001 to $250,000
Pershing Mutual Funds IRA $5,001 to $50,000
Pershing Stock $50,001 to $250,000

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General Assembly Statement of Economic Interests

SCHEDULE D

BUSINESS INTERESTS AND RENTAL PROPERTY

NAME: R. Steven Landes

QUESTIONS:

1. Do you or a member of your immediate family own, separately or together, a business that has a value in excess of $5,000?

OR

Do you or a member of your immediate family, separately or together, have an interest in a business and the interest owned by you or a member of your immediate family has a value in excess of $5,000? DO NOT INCLUDE any securities disclosed on Schedule C.

Yes [X]
No [ ]
If yes, complete Table 1.

2. Do you or a member of your immediate family own, separately or together, a rental property that has a value in excess of $5,000?

OR

Do you or a member of your immediate family, separately or together, have an interest in a rental property and the interest owned by you or a member of your immediate family has a value in excess of $5,000?

Yes [X]
No [ ]
If yes, complete Table 2.

Table 1: Business Interests

INSTRUCTIONS:

Disclose each business owned by you or a member of your immediate family with a value in excess of $5,000 and each interest in a business owned by you or a member of your immediate family with a value in excess of $5,000. DO NOT REPORT any securities disclosed on Schedule C.

If the business is owned or operated under a trade, partnership, or corporate name, list that name. If the business is not owned or operated under a trade, partnership, or corporate name, describe the nature of the business.

NAME OF BUSINESS OR NATURE OF BUSINESS LOCATION OF BUSINESS (CITY OR COUNTY, STATE, AND COUNTRY) GROSS INCOME
JRH & Partners, LLC (Property Trust) Weyers Cave, Virginia $50,000 or LESS

Table 2: Rental Property

INSTRUCTIONS:

Disclose each rental property owned by you or a member of your immediate family with a value in excess of $5,000 and each interest in rental property owned by you or a member of your immediate family with a value in excess of $5,000.

List each rental property individually.

If the rental property is owned or recorded under a trade, partnership, or corporate name, list that name. DO NOT LIST the street address for any rental property. No address will be redacted from this table.

NAME IN WHICH RENTAL PROPERTY IS OWNED OR RECORDED LOCATION OF RENTAL PROPERTY (CITY OR COUNTY, STATE, AND COUNTRY) TYPE OF RENTAL PROPERTY (RESIDENTIAL, COMMERCIAL, ETC.) GROSS INCOME
R. Steven and Angela H. Landes Weyers Cave, Virginia Residential $50,000 or LESS
JRH & Partners, LLC Harrisonburg, Virginia Commercial $50,000 or LESS

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General Assembly Statement of Economic Interests

SCHEDULE E

REAL ESTATE

NAME: R. Steven Landes

QUESTION:

Do you or a member of your immediate family, separately or together, hold an interest valued at more than $5,000 in real property? DO NOT INCLUDE your principal residence or any real estate disclosed on Schedule D. INCLUDE real estate held in trust.

Yes [X]
No [ ]
If yes, complete the table below.

INSTRUCTIONS:

Disclose all real estate in which you or a member of your immediate family holds an interest valued at more than $5,000. List each parcel individually. INCLUDE real estate held in trust.

DO NOT REPORT:

List only the city or county, state, and country where each real estate is located. DO NOT LIST any street addresses. No addresses will be redacted from this schedule.

List the name or names in which the real estate is owned or recorded. If you or a member of your immediate family holds an interest in the real estate but it is owned or recorded in a name other than your name or your immediate family member's name, list that name.

TYPE OF REAL ESTATE LOCATION OF REAL ESTATE (CITY OR COUNTY, STATE, AND COUNTRY) NAME OR NAMES IN WHICH REAL ESTATE IS OWNED OR RECORDED
Residential Property Bedford County, Virginia JRH & Partners, LLC
Farm Land Warrick County, Indiana Angela H. Landes and E. Keith Hochmeister

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General Assembly Statement of Economic Interests

SCHEDULE F

PAYMENTS FOR TALKS, MEETINGS, AND CONFERENCES

NAME: R. Steven Landes

QUESTION:

Did you receive in your capacity as a legislator any lodging, transportation, money, or other thing of value with a combined value exceeding $100 during the prior calendar year for:

DO NOT INCLUDE:

INCLUDE a payment if you donated it to a charity and claimed or plan to claim it as a charitable deduction on your taxes.

Disclose any lodging, transportation, money, or other thing of value received that does not satisfy the criteria listed above as a gift on Schedule G.

Yes [X]
No [ ]
If yes, complete the table below.

INSTRUCTIONS:

Disclose each source from which you received in your capacity as a legislator lodging, transportation, money, or any other thing of value with a combined value exceeding $100 for:

SOURCE OF PAYMENT DESCRIPTION OF EVENT LOCATION OF EVENT (CITY OR COUNTY, STATE, AND COUNTRY) DATE(S) OF EVENT TOTAL VALUE CHECK IF YOU RECEIVED A TRAVEL WAIVER FROM THE COUNCIL FOR THIS EVENT
Center for Rural Virginia Governor's Summit for Rural Prosperity Irvington, Virginia September 26 & 27, 2016 $324.42 Yes
Virginia Business Higher Education Council Dinner Richmond, Virginia November 11, 2015 $87.51 N/A
Virginia Horse Council 2016 Legislative Trail Ride Syria, Virginia May 20 & 21, 2016 $248.56 N/A

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General Assembly Statement of Economic Interests

SCHEDULE G

GIFTS

NAME: R. Steven Landes

QUESTION:

Did you or a member of your immediate family receive from any lobbyist or lobbyist’s principal any gift or combination of gifts with a value exceeding $50 during the prior calendar year?

DO NOT INCLUDE gifts with a value of less than $20. Such items are exempted from the definition of a gift and should not be aggregated together or reported.

Yes [X]
No [ ]
If yes, complete the table below.

INSTRUCTIONS:

Disclose each lobbyist or lobbyist principal that, during the prior calendar year, gave you or a member of your immediate family any gift or combination of gifts with a value exceeding $50.

Identify the recipient and donor of each such gift. Disclose the exact gift or event, the date on which you accepted it, and the value of the gift. If an exemption from the $100 gift cap established in § 30-103.1 applies, mark the applicable exemption.

NAME OF RECIPIENT NAME OF DONOR EXACT GIFT OR EVENT DATE ACCEPTED VALUE GIFT CAP EXEMPTION
R. Steven Landes Virginia Tech Foundation Food for Football Game November 26, 2016 $33.00 Widely attended event
Angela H. Landes Virginia Tech Foundation Food for Football Game November 26, 2016 $33.00 Widely attended event
Roth S. Landes Virginia Tech Foundation Food for Football Game November 26, 2016 $33.00 Widely attended event
Virginia Conflict of Interest and Ethics Advisory Council