HomeMy WebLinkAboutPFD - 6/23/2009 - FDR: Bill Lusk (2) (Migrated from Optiview)i
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Filing officer enter date bled in box
Form FD-Local�n� n
Rev. 6/2009 JUN
STATE OF GEORGIA
FINANCIAL DISCLOSURE STATEMENTQOrll pal
CrrY cm Ak&gent
(EnteDate of this Statement: June 18, 2009 CoveringCalendar Year: 2009 Being AmenDale d%smreule,u
Being Amended)
Nanie of Public Officer or Candidate: William C. Lusk
First Middle Last
Mailing Address: 1355 Summit Road Milton Fulton GA 30004
Street or P.O. Box City County State Zip code
Telephone Number: (Office) 678-624-0202 (Bone) 770-754-4428
Name of City Public Office Held or Sought / Authority/ Board/ Commission: City of Milton -City Council
Check One:
L Alecicd City or County Officer ❑ Candidate for City or County Office
WHO FILES A FINANCIAL DISCLOSURE STATEMENT:
Each public officer holding office in Georgia, and each person who qualifies as a candidate for election as a
public officer for one of the offices listed below, and all others on the following list.
(A) Every constitutional officer;
(B) Every elected state official;
(C) The executive head of every state department or agency, whether elected or appointed;
(D) Each member of the f ienernl Ascelnhly;
(E) The executive director of each state authority, board or commission and the members thereof;
(F) Every elected county official, every elected county or area school superintendent, and every elected member of a county or
area board of education; and
(0) Evety elected munitApal offlucl.
WHEN TO FILE A FINANCIAL DISCLOSURE STATEMENT:
Public Officer: A Financial Disclosure Statement is filed not before January 1 and not later than July I of each year that a public
officer holds office (except the year of election). The information to be provided shall be that from the preceding calendar year.
If the public officer chooses not to nm for re-election or for another public office no Financial Disclosure Statement need be filed in
tho year qualifying to succeed him takes place. A public officer ohnll not be deemed to hold the office in a year in which the public
officer holds office for less than 15 days.
Candidate for Public Office: A Financial Disclosure Statement covering the period of the preceding calendar year shall be filed no
later than the fifteenth day following the date of qualifying as a candidate. Candidates for state wide office file not later than seven
days after qualifying for office. Only one Financial Disclosure Statement is required per calendar year.
Special requirements for State Wide Candidates: Candidates for a public office elected state wide niust file their Financial
Disclosure Statements not later than seven days after qualifying or filing a notice of candidacy. State wide candidates must disclose
more information than other candidates for public office and the additional disclosure sections required of state wide
candidates must be completed in the year of election filing.
WHERE TO FILE A FINANCIAL DISCLOSURE STATEMENT:
Every public officer who is an elected county official and every candidate for election as a county public official will file a
Financial Disclosure Statement with the election superintendent of the county of election,
Every public officer who is an elected municipal officer and every candidate for election as a municipal public officer will file a
Financial Disclosure Statement with the municipal clerk or, if there is no clerk, with the chief executive officer of the municipality
of election.
SECTION 1
MONETARY FEES RECEIVED
(This section to be completed by Public Officers only)
identify each monetary fee or honorarium accepted from speaking engagements, participation in seminars, discussion panels, or outer
activities that directly relate to the official duties of, or to the office of the public officer, with a statement identifying the fee or honorarium
and the person from whom it was accepted. (You may attach additional sheets of paper if necessary.)
1 received:
"o monetary fee or honorarium.
o Monetary fee(s) or honoraria as shown below.
Identify fee or Honorarium
And Amount Accepted
Identifying Information of Person from Who Accepted
SECTION II
FIDUCIARY POSITIONS
Name all fiduciary positions hold by the candidate for public olftcc or the public officer at any time during tho covered year.
(You may expand this section if necessary to include all positions.) A fiduciary position is any position imposing a duty
to act primarily for another's benefit as officer, director, manager, partner, guardian, or other designations of general responsibility of a
business entity. A fiduciary position may be a paid or unpaid position. A business entity is any corporation, sole proprietorship, partnership,
limited partnership, limited liability company, limited liability patinership, professional corporation, enterprise, franchise, association, trust,
joint venture, or other entity, whether profit or nonprofit . (You may attach additional sheets of paper if necessary.)
I held:
o No fiduciary positions in any business entity.
)O(Fidttciary positions in the following business entity(ics).
IDENTIFY:
1. Title of each position.
2. Name and address of business entity.
3. Principal activity of each business entity.
Business entity #1
President
Lusk & Company, Inc.
2350 Justin Trail, Alpharetta, GA 30004
General Contractor
Business entity 112
Manager
Lusk Properties, LLC
2350 Justin Trail, Alpharetta, GA 30004
Business entity 0
Business entity #4
M
H
SECTION III
DIRECT OWNERSHIP INTERESTS IN BUSINESS ENTITY
Direct ownership interest is the holding or possession of good legal or rightful title of property or the holding or enjoyment of real or
beneficial use of the property by any person and includes any interest owned or held by a spouse of the person if such interestis held
jointly or as tenants in common between the person and spouse.
Identify the name, address and principal activity of any business entity and the office held by and the duties of the candidate for public
office or public offrcer within a business entity any time during the covered year in which it direct ownership interest: (A) Is inose than
5 percent of the total interest in the business; or (B) I -las a net fair market value of more than $10,000. (You may attach additional sheets
of paper if necessary.)
I field:
o No direct ownership interests in any business entity.
*YyDirect ownership interests in the following business entity(ics).
IDENTIFY:
1. Name and address of business entity.
2. Principal activity of business entity.
3. The office held by the candidate or the public officer within the business entity.
4. The duties of (fie candidate or the public officer within such business entity.
Business entity #1
Lusk &Company, Inc.
2350 Justin Trail, Alpharetta, GA 30004
General Contractor
President
Business entity #2
Lusk Properties, LLC
2350 Justin Trail, Alpharetta, GA 30004
Real Estate
Manager
Business entity #3
Business entity #4
Business entity #5
Ownership Interests
Check One or Both If A licable
Ownership interest is more than 5%
)0C Ownership interest has a net fair mar-
kct value of more than $10,000.00
tMOwnership interest is more than 5%
4KOwnership interest has a net fair mar-
ket value of more than $10,000.00
❑ Ownership interest is more than 5%
❑ Ownership interest has a net fair mar-
ket value of snore than $10,000.00
o Ownership interest is more than 5%
o Ownership interest has a net fair mar-
ket value of more than $10,000.00
o Ownership interost is more than 50/
❑ Ownership interest has a net fair mar-
ket value of more than $10,000.00
SECTION IV
DIRE, CT OWNERSHIP INTERESTS IN REAL PROPERTY
Direct ownership interest is the holding or possession of good legal or rightfid title of property or the holding or enjoyment of real or
heneficial use of the property by any persnn and includes any interest owner) or held by a spouse of the person if such interest is held
jointly or as tenants in common between the person and spouse.
Identify each tract of real property in which the candidate for public office or public officer has a direct ownership interest as of
December 31 of lire covered yeas when that interest has a fair market value iu excess of 510,000.00. "Fair market" vatic means the
appraised value of (lie property for ad valorem tax purposes. (You may attach additional sheets of paper if necessary.) Check one box
to show the applicable valuation range for each tract. (You may attach additional sheets of paper if necessary.)
I had:
❑ No ownership interests with a fair market value in excess of 510,000.00
Ownership interests with a fair market value in excess of S 10,000.00
IDEN'T'IFY:
1. County where property is located.
2. State where property is located.
3. oencial desctiptiun of propc ity (give: sheet address or location, size of tract, and nature or use ufpiupeity).
Properly # I
Fulton
Georgia
1355 Summit Road, Milton, GA 30004
Residence
Property #2
Forsyth
Georgia
2350 Justin Trail, Alpharetta, GA 30004
Commercial
Property t13
Property H4
Property #5
The Value of this tract is
❑ Between S10,000 and SI00,000
❑ Between $100,000.01 and 5200,000
AX, tore than $200,000
The Value of this tract is
❑ Behveen S10,000 and S100,000
❑ Between $100,000.01 and $200,000
U More than $200,000
The Value of this tract is
❑ Between SI0,000 and $100,000
❑ Between $100,000.01 and $200,000
❑ More than 5200,000
'111c Value of this tract is
❑ Between S10,000 and S100,000
❑ Between $100,000.01 and $200,000
❑ More than $200.000
The Value of this tract is
U Between $10,000 and $100,000
❑ Between 5100,000.01 and $200,000
❑ More than $200,000
SECTION V
SPOUSE'S DIRECT O'%\'NERSMP INTERESTS IN REAL PROPERTY
Identify each tract of real property in which the filer's spouse has a direct ownership interest as of December 31 of the covered year
when that interest has a fair market value in excess of S10,000.00. (You may attach additional sheets of paper if necessary.) Check
one box to show the applicable valuation range for each tract. (You may attach additional sheets of paper if necessary.)
Jkly spouse had:
u No ownership interests with a fair market value in excess of $10,000.00
)pwnership in the following tracts with a fair market value in excess of $10,000
IDENTIFY:
I. County where property is located.
2. State where property is located.
3. General description of property (give street address or location, size of tract, and nature or use of property).
Property #1 The Value of this tract is
Fulton ❑ Between $10,000 and 5100,000
Georgia u Between $100,000.01 and $200,000
_ 1355 Summit Road, Milton, GA 30004 XCMorc than S200,000
Residence
Property 92
Forsyth
Borgia
2350 Justin Trail, Alpharetta, GA 30004
Commercial
Property #3
Properly #4
Property #5
The Value of this tract is
❑ Behveen 510,000 and 5100,000
❑ Between $100,000.01 and $200,000
XX More than $200,000
The Value of this tract is
❑ Between 510,000 and $100,000
❑ Between S100,000.01 and $200,000
❑ More than $200,000
The Value of this tract is
❑ Behveen 510,000 and $100,000
❑ Between S100,000.01 and $200,000
❑ More than S200,000
The Value of this tract is
❑ Between S 10,000 and S 100,000
❑ Between S100,000.01 and S200,000
0 More than $200,000
SECTION VI
VNIPLOYMENT AND FAMILY MEMBERS
Filer's Occupation Civil Engineer/General Contractor
Filer's Employer Lusk & Company, Inc.
Employer's Address 2350 Justin Trail, Alpharetta, GA 30004
Employer's Principal Activity General Contractor
Filer's Spouse's Name Janie F. Lusk
Spouse's Occupation Housewife
Spouse's Employer /A
Address of Spouse's Employer N/A
Pfineipal Activity of Spouse's Employer N/A
Names of Filer's Dependent Children
SECTION VII
INVESTMENT INTERESTS
List the name of any business or subsidiary thereof or investment (do not list individual stocks and bonds that are held by mutual
funds), in which the filer (either individually or with any other legal or natural person or entity) owns a direct ownership interest that:
1. Is more than 5 percent of the total interests in such business or investment, or
2. Has a net fair markct value of more than $10,000.00.
Business or Investment Entity #1
Name Lusk & Company, Inc.
Business or Investment Entity #2
Name Lusk Properties, LLC
Business or Investment Entity #3
Name
Business or investment Entity 44
Name
SECTION VIII
KNOWN BUSINESS OR INVESTMENT INTERESTS OF SPOUSE AND DEPENDENT CHILDREN
identify any business or investment known to the titer in which the filer's spouse or dependent children have a direct ownership
interest (either individually or with any other legal or natural person or entity) which interest:
1. is more than 5 percent of the total interest in (lie business or investment,
2. has a net fair market value exceeding $10,000.00, or
3. is one in an entity for which the filer's spouse or a dependent child serves as an officer, director, equitable
partner, or trustee.
(Do not list individual stocks and bonds that are held by mutual funds.)
Business or Investment Entity #1
Name
Business or Investment Entity 42
Name
Business or Investment Entity #3
Name
Rosiness or Inveshnent Entity #4
Name
SECTION IX
ANNUAL PAYMENTS RECEIVED
FROM THE STATE OF GEORGIA
(This section to be completed by Public Officers only)
Identify all annual payments in excess of $20,000.00 received by the public officer, or by any business entity identified in Section 111 above,
from the State or any agency, department, commission or authority created by the State, and authorized and exempted from disclosure under
O.C.G.A. § 45-10-25.
I received:
XWo annual payments in excess of 520,000.00 from any State entity.
o Annual payments in excess of S20,000.00 from the below named State entity(ies).
IDENTIFY:
1. Name and address of State entity matting the payments.
2. Amount of annual payment.
3. The general nature of the consideration rendered for the payment(s).
State entity source #1
State entity sumuu 112
VERIFICATION BY OATH OR AFFIRIVIATION
State of Georgia
County of Forsyth
1, the undersigned, being duly sworn (affirm), depose and say that the ' formation ill tl is states omple , true, and correct.
Swom to and subscribed before me on
1W, June 2Q09
Signature of Candidate or Publ' Beer
Signature of otary a lic PENALTIES: Any person who owingly faits to comply with or who knowingly
violates any of the provisions of the Ethics in Govemment Act shall be guilty of a
My C0111IN"1 1lt!1,A[Al6r,§ept 11, 2010 misdemeanor,
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