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Virginia Conflict of Interest and Ethics Advisory Council

STATE AND LOCAL STATEMENT OF ECONOMIC INTERESTS

NAME: Winsome Earle-Sears
OFFICE
HELD OR SOUGHT:
LtGov
AGENCY NAME:
Office of the Lieutenant Governor
ARE YOU FILING THIS FORM AS A CANDIDATE FOR ELECTION TO THIS OFFICE?
[ ] Yes [X] No
BUSINESS ADDRESS: STREET
102 Governor Street
TELEPHONE:
CITY
Richmond
STATE
VA
ZIP
23219
OFFICE
804-786-2078
HOME
REDACTED
EMAIL ADDRESS: REDACTED
FIRST AND LAST NAMES OF MEMBERS OF IMMEDIATE FAMILY: Terence Sears

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

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

Winsome Earle-Sears (Electronically Signed: 5/22/2025 10:56:47 AM)   5/22/2025 10:56:47 AM
Signature of Officer or Employee   Date
Any filer 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.

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State and Local Statement of Economic Interests

SCHEDULE A

OFFICES, DIRECTORSHIPS, AND EMPLOYMENT

NAME: Winsome Earle-Sears

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 from a state or local governmental or advisory agency.

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
Honda of Winchester Frederick County, VA Service Terence EMPLOYMENT

SCHEDULE B

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

Yes [] No [X]

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?

Yes [] No [X]

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State and Local Statement of Economic Interests

SCHEDULE C

SECURITIES

NAME: Winsome Earle-Sears

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
DFA Global 401K $5,001 to $50,000
T Rowe Price Midcap Growth 401K $5,001 to $50,000
Vanguard MidCap & Small Cap Index & Developed Markets Index 401k $5,001 to $50,000
Janus Henderson Research & Triton Fund 401K $5,001 to $50,000
Western Asset Core 401K $5,001 to $50,000
PIMCO Real Return 401K $5,001 to $50,000
Hartford Intl 401K $5,001 to $50,000
Columbia Contrarian 401K $5,001 to $50,000
Navy Federal IRA $50,001 to $250,000

SCHEDULE D

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?

Yes [] No [X]

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 [] No [X]

SCHEDULE E

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 [] No [X]

DRAFT

State and Local Statement of Economic Interests

SCHEDULE F

PAYMENTS FOR TALKS, MEETINGS, AND CONFERENCES

NAME: Winsome Earle-Sears

QUESTION:

Did you receive in your capacity as an officer or employee of your agency 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 an officer or employee of your agency 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
Republican Lieutenant Governors Association Spring RLGA Meeting Amelia Island, FL March 27 – March 28, 2024 $2,724.56 N/A
American Legislative Exchange Council ALEC Border Academy Tour Austin, TX April 11 – April 12, 2024 $582.66 N/A
American Legislative Exchange Council ALEC Board of Directors Meeting Sea Island, GA April 18 – April 20, 2024 $2,011.66 N/A
Combat Antisemitism Movement State Legislators Visit to Israel Tel Aviv, Israel June 8 – June 14, 2024 $6,000 N/A
Republican Lieutenant Governors Association Summer RLGA Meeting Asheville, NC July 29 – July 30, 2024 $2,479.73 N/A
American Legislative Exchange Council ALEC States & Nation Policy Summit Washington, DC December 2 – December 3, 2024 $1,292.42 N/A
Republican Lieutenant Governors Association Winter RLGA Meeting Washington, DC December 3, 2024 $693.63 N/A

SCHEDULE G

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

Yes [] No [X]

SCHEDULE H

1. Did you represent any business before any state governmental agency during the prior calendar year for which you received compensation in excess of $5,000 for such representation?

Yes [] No [X]

2. Did persons with whom you have a close financial association represent any business before any state governmental agency during the prior calendar year for which compensation was received in excess of $5,000 for such representation?

Yes [] No [X]

3. Did you or persons with whom you have a close financial association furnish services to any business operating in Virginia during the prior calendar year for which compensation was received in excess of $5,000 for such services?

Yes [] No [X]

SCHEDULE I

Do you or a member of your immediate family, separately or together, hold an interest valued in excess of $5,000 in real estate that is the subject of a contract with a governmental agency?

Yes [] No [X]
Virginia Conflict of Interest and Ethics Advisory Council