10/23/2018 eFD: Annual Report for 2017 - James, John E

United States Senate

Financial Disclosures
Candidate Report (Amendment 2)
Mr. John E James
State of Candidacy: MI | Candidacy Commenced: 09/21/2017
 Filed 10/16/2018 @ 2 11 PM

The following statements were checked before filing:

I certify that the statements I have made on this form are true, complete and correct to the best of my knowledge and belief.
I understand that reports cannot be edited once filed. To make corrections, I will submit an electronic amendment to this report.
I omitted assets because they meet the three‑part test for exemption.

Part 1. Honoraria Payments or Payments to Charity in Lieu of Honoraria

Did any individual or organization pay you or your spouse more than $200 or donate any amount to a charity on your behalf, for an article,
speech, or appearance? No

Part 2. Earned and Non‑Investment Income

Did you or your spouse have reportable earned income or non‑investment income? Yes
Who Was
# Paid Type Who Paid Amount Paid
1 Spouse Salary FCA US LLC (2016/2017) > $1,000
Auburn Hills, MI
2 Self Salary Renaissance Global Logistics LLC (2016 ‑10/20/17) $344,126.00
Detroit, MI

Part 3. Assets  Amended

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10/23/2018 eFD: Annual Report for 2017 - James, John E

Did you, your spouse, or dependent child own any asset worth more than $1000, have a deposit account with a balance over $5,000, or
receive income of more than $200 from an asset? Yes
Income
Asset Asset Type Owner Value Type Income
1 USAA Federal Savings Bank Deposit Joint $50,001 ‑ Interest, $201 ‑ $1,000
Bank $100,000
(San Antonio, TX)
Type: Savings,
2 USAA Federal Savings Bank Deposit Joint $1,001 ‑ Interest, None (or less than $201)
Bank $15,000
(San Antonio, TX)
Type: Savings,
3 Marathon Oil Company Retirement Plans Spouse
Thrift Plan Defined
Contribution
Pension Plan
3.1 FIAM TD 2045 POOL Q Mutual Funds Spouse $15,001 ‑ Dividends, None (or less than $201)
Mutual Fund $50,000
3.2 FIMM GOVT CL I Mutual Funds Spouse $1,001 ‑ Dividends, None (or less than $201)
Mutual Fund $15,000
4 Amway RSP Retirement Plans Spouse
Defined
Contribution
Pension Plan
4.1 FSNZX ‑ Fidelity Freedom Mutual Funds Spouse $100,001 ‑ None, None (or less than $201)
2045 K Mutual Fund $250,000
5 FCA US LLC SESP Retirement Plans Spouse
Defined
Contribution
Pension Plan
5.1 Morningstar 2040 Target Mutual Funds Spouse $50,001 ‑ None, None (or less than $201)
Date Fund Mutual Fund $100,000
5.2 Morningstar 2045 Target Mutual Funds Spouse $1,001 ‑ None, None (or less than $201)
Date Fund Mutual Fund $15,000

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6 James Group International Retirement Income

Asset Plan
401K Asset TypePlans
Defined
Self
Owner Value Type Income
Contribution
Pension Plan
6.1 American Funds 2045 Mutual Funds Self $15,001 ‑ Dividends, None (or less than $201)
target date‑r2 Mutual Fund $50,000
7 Genesis Financial Partners Brokerage/Managed Self
Brokerage Account Account
7.1 FZAXX ‑ Fidelity Mutual Funds Self $1,001 ‑ Interest, None (or less than $201)
Government Money Marke Mutual Fund $15,000
7.2 VGK ‑ Vanguard FTSE Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
Europe ETF Exchange Traded $15,000 Capital
Fund/Note Gains,
7.3 BBH Core Select Fund CL N Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
Mutual Fund $15,000 Capital
Gains,
7.4 BRANDES EMERGING Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
MARKETS VALUE CL I Mutual Fund $15,000 Capital
Gains,
7.5 BARON EMERGING Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
MARKETS FUND INSTL Mutual Fund $15,000 Capital
Gains,
7.6 BARON INTERNATIONAL Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
GROWTH FUND INSTL CL Mutual Fund $15,000 Capital
Gains,
7.7 CFIMX ‑ Clipper Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
Mutual Fund $15,000 Capital
Gains,
7.8 TOUCHSTONE SANDS CAP Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
SEL GROWTH CL Y Mutual Fund $15,000 Capital
Gains,
7.9 COVE STREET CAPITAL Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
SMALL CAP VALUE INST Mutual Fund $15,000 Capital
Gains,
7.10 PARAMETRIC EMERGING Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
MKTS INST CL Mutual Fund $15,000 Capital
Gains,

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7.11 FMI Income

AssetLARGE CAP FUND
INSTITUTIONAL
Mutual Funds
Asset Type
Mutual Fund
Self
Owner $1,001
Value ‑
$15,000
Dividends,
Type
Capital
None
Income(or less than $201)
Gains,
7.12 HARBOR CAPITAL Mutual Funds Self None (or Dividends, None (or less than $201)
APPRECIAT INSTL Mutual Fund less than Capital
$1,001) Gains,
7.13 HARBOR INTERNATIONAL Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
INSTITUTIONAL FD Mutual Fund $15,000 Capital
Gains,
7.14 LAZARD INTL STRATEGY Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
EQUITY PORT INTL CL Mutual Fund $15,000 Capital
Gains,
7.15 OAKMARK FUND ADVISOR Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
CLASS Mutual Fund $15,000 Capital
Gains,
7.16 OAYWX ‑ Oakmark Global Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
Select Advisor Mutual Fund $15,000 Capital
Gains,
7.17 CVGRX ‑ Calamos Growth Mutual Funds Self $15,001 ‑ Dividends, None (or less than $201)
A Mutual Fund $50,000 Capital
Gains,
7.18 ETHSX ‑ Eaton Vance Mutual Funds Self $1,001 ‑ Dividends, None (or less than $201)
Worldwide Health Sci A Mutual Fund $15,000 Capital
Gains,
7.19 HINES GLOBAL REIT INC Real Estate Self $15,001 ‑ Dividends, $1,001 ‑ $2,500
COM REIT $50,000
Description: Domestic and
International Real Estate
(Houston, TX) 
8 Beneficiary under John A. Trust Self
James 2009 Children's General Trust
Trust

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10/23/2018 eFD: Annual Report for 2017 - James, John E

8.1 James Group International, Corporate Self Income $100,001 ‑ $1,000,000

AssetCorporate
Inc. Stock Asset Type
Securities Owner $500,001
Value ‑ Dividends,
$1,000,000 Type Income
Company: James Group Non‑Public Stock
International, Inc. (Detroit,
MICHIGAN
(MI)) Description: Global
Supply Chain Management
Services 
8.2 TGVIX ‑ Thornburg Mutual Funds Self $50,001 ‑ Dividends, $201 ‑ $1,000
International Value I Mutual Fund $100,000
8.3 MADVX ‑ BlackRock Equity Mutual Funds Self $100,001 ‑ Dividends, $1,001 ‑ $2,500
Dividend Instl Mutual Fund $250,000
8.4 Columbia Acorn Z Mutual Funds Self $100,001 ‑ Dividends, None (or less than $201)
Mutual Fund $250,000
8.5 FCGAX ‑ Franklin Growth Mutual Funds Self $100,001 ‑ Dividends, $201 ‑ $1,000
Adv Mutual Fund $250,000
8.6 ODVYX ‑ Oppenheimer Mutual Funds Self $15,001 ‑ Dividends, None (or less than $201)
Developing Markets Y Mutual Fund $50,000
8.7 TZINX ‑ Templeton Global Mutual Funds Self $15,001 ‑ Dividends, $201 ‑ $1,000
Balanced Adv Mutual Fund $50,000
8.8 Morgan Stanley Private Bank Deposit Self $1,001 ‑ Interest, None (or less than $201)
Bank $15,000
(Detroit, MICHIGAN (MI))
Type:
9 Beneficiary of the John A. Trust Self
James Qualified Sub General Trust
Chapter S Trust
9.1 OJ Land, Inc. Corporate Self $100,001 ‑ None, None (or less than $201)
Company: OJ Land, Inc. Securities $250,000
(Detroit, MICHIGAN Non‑Public Stock
(MI)) Description: Owns and
operates commercial real
estate and land in Detroit, MI 

Part 4a. Periodic Transaction Report Summary

Not required
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Part 4b. Transactions

Not required

Part 5. Gifts
Not required

Part 6. Travel
Not required

Part 7. Liabilities
Did you, your spouse, or dependent child have a liability worth more than $10,000 at any time? No

Part 8. Positions
Did you hold any outside positions during the reporting period? Yes
Position
# Dates Position Held Entity Entity Type Comments
1 Oct 2017 to Other (Board Jalen Rose Leadership Academy Nonprofit
present Member) Detroit, MI Organization
2 Jan 2016 to Other (Board Michigan Minority Supplier Nonprofit
Nov 2017 Member) Diversity Council Organization
Detroit, MI
3 Feb 2017 to Other (Member) Michigan Council on Future Other (State of MI
present Mobility Council)
Lansing, MI

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Position
#4 Oct
Dates2016 to Position(Board
Other Held Entity Veterans Business
National Entity Type
Nonprofit Comments
Oct 2017 Member) Development Council Organization
Detroit, MI
5 Oct 2015 to Other (Board Detroit Workforce Development Other (Workforce
present Member) Board Board)
Detroit, MI
6 Jan 2015 to Other (President) James Group International, Inc. Corporation
present Detroit, MICHIGAN (MI)
7 Jan 2015 to Other (President Renaissance Global Logistics LLC Company
present and CEO) Detroit, MICHIGAN (MI)

Part 9. Agreements
Did you have any reportable agreement or arrangement with an outside entity? Yes
# Date Parties Involved Type Status and Terms
1 Sep James Group International, Continuing participation in an employee benefit I will continue to participate in this 401(k)
2017 Inc. plan plan. The plan sponsor will not make further
Detroit, MICHIGAN (MI) contributions after my separation.

Part 10. Compensation

If this is your first report, or you are a candidate did you receive compensation of more than $5,000 from a single source in the two prior
years? Yes
# Source Duties
1 Renaissance Global Logistics LLC Chief Executive Officer
Detroit, MI

Attachments & Comments

No attachments added.
No comments added.
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