Element
Description
Metadata
Information about the creation, update, and disclosure profile
DisclosureProfile
A label for the profile used to create the disclosure or disclosu
CreationInfo
Information on the creator for a set of information as well as t
UpdateInfo
Information on the individual who updated a set of informatio
IndividualFinancialInterestPackage
Metadata
Information about the financial interests of an individual.
Information about the creation, update, and disclosure profile
DisclosingIndividual
FinancialDisclosureInformation
The individual who is disclosing financial interests.
Information regarding a set of financial interests with a particu
DisclosingIndividual
UniqueID
The individual who is disclosing financial interests.
A unique alphanumeric identifier for the individual. UniqueID
domain attribute is required when using the UniqueID elemen
domainname is an internet domain name owned by the org
localidentifer is a local identifier for the type of unique ID. F
Name
"Name contains sub-elements that define a person’s name in
Address
Address contains sub-elements that define define a postal add
Business, Undeliverable. restrictions Indicates whether th
Valid values are: Unrestricted, Restricted, Confidential. Unre
instances, but not published. Policies must be defined surroun
see ANSI /MEDBIQ PP.10.1-2008 Address Specifications and D
Email
EmailAddress defines a person's email address. Email addresse
EmailAddress has one attribute:
restrictions
Indicates whether this email address is to be unrestricted, r
Restricted, Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
Telephone
Telephone contains sub-elements that define a person's telep
FinancialDisclosureInformation
Information regarding a set of financial interests with a particu
Metadata
Information about the creation, update, and disclosure profile
Attribution
The person to whom the financial interests are attributed.
OtherAttribution
The person to whom the financial interests are attributed. The
IntellectualProperty
Information on intellectual property held, including patents, c
FinancialRelationshipEntity
The individual or organization with which the disclosing individ
ProfessionalServices
Contains sub-elements that describe professional services pro
FinancialSupport
Contains sub-elements that describe financial support, includi
FinancialStake
Contains sub-elements that define financial stake in an entity,
IntellectualProperty
Patent
Information on intellectual property held, including patent
Contains sub-elements that describe information on a patent
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
Trademark
Contains sub-elements that describe a trademark held and ass
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
Copyright
Contains sub-elements that describe copyright and associated
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
IntellectualPropertyOther
Contains sub-elements that describe intellectual property oth
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
FinancialRelationshipEntity
UniqueID
The individual or organization with which the disclosing in
A unique alphanumeric identifier for the individual. UniqueID
domain attribute is required when using the UniqueID elemen
domainname is an internet domain name owned by the org
localidentifer is a local identifier for the type of unique ID. F
PersonEntity
The person with whom the disclosing individual has a financia
OrganizationEntity
The organization with which the disclosing individual has a fin
ProfessionalServices
Employment
Contains sub-elements that describe professional service
Contains sub-elements that describe an individual's employme
Attributes:
financialInterestExists - Indicates whether or not a financial
IndependentContractor
Contains sub-elements that describe an independent contract
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
FiduciaryOfficer
Contains sub-elements that describe in individual's fiducuary o
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
FinancialSupport
GrantOrContract
Contains sub-elements that describe financial support, in
Contains sub-elements that describe a grant or contract from
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
Travel
Contains sub-elements that describe travel paid for by an enti
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
Gift
Contains sub-elements that describe a gift from an entity.
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
FinancialStake
Stock
Contains sub-elements that define financial stake in an e
Contains sub-elements that define stock held in an entity.
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
StockOptions
Contains sub-eleements that define stock options for an entity
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
OtherSecurities
Details on securities that are not stock or stock options, i.e., b
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
OtherBusinessOwnership
Contains sub-elements that describe whole or partial ownersh
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
UniqueID
A unique alphanumeric identifier for the individual. UniqueID
domain attribute is required when using the UniqueID elemen
domainname is an internet domain name owned by the org
localidentifer is a local identifier for the type of unique ID. F
Email
EmailAddress defines a person's email address. Email addresse
EmailAddress has one attribute:
restrictions
Indicates whether this email address is to be unrestricted, r
Restricted, Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
Telephone
Telephone contains sub-elements that define a person's telep
PersonEntity
Name
The person with whom the disclosing individual has a fina
Name contains sub-elements that define a person’s name in d
Address
Address contains sub-elements that define define a postal add
addressCategory
indicates the type of address. Valid values are: Residential,
restrictions
Indicates whether this address is to be unrestricted, restrict
Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
For more information, see ANSI /MEDBIQ PP.10.1-2008 Add
Telephone
Telephone contains sub-elements that define a person's telep
Email
EmailAddress defines a person's email address. Email addresse
EmailAddress has one attribute:
restrictions
Indicates whether this email address is to be unrestricted, r
Restricted, Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
OrganizationEntity
OrganizationName
The organization with which the disclosing individual has
An organizational name.
FormOfBusiness
The type of business in which this entity engages.
Allowed Values:
Pharmaceutical Company
Device Manufacturer
Medical Supply Company
Health Care Entity
IT Company
Investment Firm
OtherFormOfBusiness
Other
The type of business in which this entity engages. This elemen
CompanyCategory
Identifying whether the company is a private or publicly held c
Allowed Values:
Private
ParentCompany
Public
The parent company of the organization. The parent company
ContactName
A name of the main point of contact at the organization. For m
Address
Address contains sub-elements that define define a postal add
addressCategory
indicates the type of address. Valid values are: Residential,
restrictions
Indicates whether this address is to be unrestricted, restric
Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
For more information, see ANSI /MEDBIQ PP.10.1-2008 Add
Telephone
Telephone contains sub-elements that define a person's telep
Email
EmailAddress defines a person's email address. Email addresse
EmailAddress has one attribute:
restrictions
Indicates whether this email address is to be unrestricted, r
Restricted, Confidential.
Unrestricted indicates that a piece of data may be shared o
Restricted indicates that a piece of data may be shared in s
Confidential indicates that a piece of data may not be share
Employment
Contains sub-elements that describe an individual's empl
Attributes:
financialInterestExists - Indicates whether or not a fina
EmploymentTitle
EmploymentDescription
DateSpan
AnnualCompensationAmount
Title of an individual for the purposes of their employment.
Descriptive information concerning an individuals employmen
A date span with a begin and optional end date.
The annual compensation amount. AnnualCompensationAmo
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
AverageHours
FormOfCompensation
The average hours an individual works in a week, month or ye
The form of compensation that an individual receives.
Allowed Values:
Cash
Equity
Equity Options
Ownership
Unpaid
OtherFormOfCompensation
Other
The form of compensation that an individual receives. The "Ot
IndependentContractor
Contains sub-elements that describe an independent con
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
IndependentContractorTitle
Title of an individual for the purposes of their independent co
ContractDescription
Descriptive information concerning an individuals contracting
ContractorCategory
The contractor category type. This element contains an enume
Allowed Values:
Consultant
Expert Witness
Speaker Training
Data And Safety Monitoring
Speaker Training
Board Member
Clinical Oversight Board
Scientific Advisory Board
Product Development
Editorial Service
Contracted
Professional Investigator
Speakers Bureau
Marketing
End Point Review Committee
Other
OtherContractorCategory
The contractor category type. This element should be used wh
ActivityDateSpan
AnnualCompensationAmount
The date of the activity span with a begin and optional end da
The annual compensation amount.
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
AverageHours
FormOfCompensation
The average hours an individual works in a week, month or ye
The form of compensation that an individual receives
Allowed Values:
Cash
Equity
Equity Options
Ownership
Unpaid
OtherFormOfCompensation
Other
The form of compensation that an individual receives. The "Ot
FiduciaryOfficer
Contains sub-elements that describe in individual's fiducu
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
Title
FiduciaryOfficerDescription
DateSpan
AnnualCompensationAmount
The official title of the fiduciary position.
Descriptive information concerning the Fiduciary Officer posit
A date span with a begin and optional end date.
The annual compensation amount.
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
FormOfCompensation
The form of compensation that an individual receives.
Allowed Values:
Cash
Equity
Equity Options
Ownership
Unpaid
OtherFormOfCompensation
Other
The form of compensation that an individual receives. The "Ot
AverageHours
NumberOfHours
The average hours an individual works in a week, month or ye
The average number of hours an individual works for the given
Duration
The duration of the hours reported.
Allowed Values:
Week
Month
ActivityDateSpan
BeginDate
EndDate
Year
The date of the activity span with a begin and optional end da
The beginning date.
The end date of the activity. If the end date is absent, the activ
GrantOrContract
Contains sub-elements that describe a grant or contract f
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
RecipientName
TypeOfRecipient
The name of the entity receiving a grant.
Indicates whether the grant was received by the individual or
Allowed Values:
Individual
GrantOrContractPurpose
Institution
The purpose of the grant.
Allowed Values:
Research
Education
OtherGrantPurpose
Other
The purpose of the grant. This element should be used when t
GrantOrContractDescription
A description of the grant or contract, potentially including the
Amount
The total amount of the grant.
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
DateSpan
Travel
A date span with a begin and optional end date.
Contains sub-elements that describe travel paid for by an
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
Location
DateSpan
EstimatedValue
The location(s) to which the travel occurred.
A date span with a begin and optional end date.
The estimated value of the travel
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
Purpose
The purpose of the travel.
TravelTypeOfPayment
An indication as to whether the travel was sponsored, where t
Allowed Values:
Sponsored
Gift
Reimbursed
Contains sub-elements that describe a gift from an entity
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
EstimatedValue
The estimated value of the gift.
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
ReceiveDate
Description
Patent
The date the gift is received.
A description of the gift.
Contains sub-elements that describe information on a patent
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
PatentNumber
The number assigned by the organization approving the paten
Attributes:
filingJurisdiction - The jurisdiction where the intellectual pr
Description
PatentStatus
A description of the patent.
The status of the intellectual property.
Allowed Values:
Provisional
Pending
PatentFilingDate
Licensed
Issued
The filing date of the patent.
Contains sub-elements that describe licensing of the intellectu
PatentHolder
Whether the patent is held by an individual or an organization
Allowed Values:
Discloser
Current Institution
Previous Institution
OtherPatentHolder
Other Organization
Whether the trademark is held by an individual or an organiza
Organization".
YearlyIncome
The actual or estimated annual income associated with a pate
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
Trademark
Contains sub-elements that describe a trademark held and ass
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
TrademarkNumber
The number assigned by the organization approving the trade
Attributes:
filingJurisdiction - The jurisdiction where the intellectual pr
TrademarkStatus
The status of the intellectual property.
Allowed Values:
Provisional
Pending
TrademarkFilingDate
Issued
The filing date of the trademark.
Licensed
Contains sub-elements that describe licensing of the intellectu
TrademarkHolder
Whether the trademark is held by an individual or an organiza
Allowed Values:
Discloser
Current Institution
Previous Institution
OtherTrademarkHolder
Other Organization
Whether the trademark is held by an individual or an organiza
Organization".
YearlyIncome
The actual or estimated annual income associated with a pate
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
Copyright
Contains sub-elements that describe copyright and associated
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
CopyRightDescription
Descriptive information concerning the copyright.
CopyrightNumber
The number assigned by the copyright approval organization o
Attributes:
filingJurisdiction - The jurisdiction where the intellectual pr
CopyrightHolder
Whether the trademark is held by an individual or an organiza
Allowed Values:
Discloser
Current Institution
Previous Institution
OtherCopyrightHolder
Other Organization
Whether the trademark is held by an individual or an organiza
Organization".
YearlyIncome
The actual or estimated annual income associated with a pate
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
IntellectualPropertyOther
Contains sub-elements that describe intellectual property oth
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
TypeOfOtherIntellectualProperty
Description
SourceOfIncome
Free text field for describing other types of intellectual proper
A description of the intellectual property.
A description of the source of the income derived from the int
YearlyIncome
The actual or estimated annual income associated with a pate
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
Stock
Contains sub-elements that define stock held in an entity.
Attributes:
financialInterestExists - The 'financialInterestExists' attribut
required by organization.
AcquisitionDate
DivestmentDate
NumberOfShares
PercentageOfOwnership
The date of acquisition of the security.
The date of divestment of the security.
The total number of shares owned.
The percentage of ownership. Mainly used for privately held c
SecurityValue
The value of the security at the time the disclosure is complet
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
StockOptions
Contains sub-eleements that define stock options for an e
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
NumberOfShares
OriginalOfferDate
OfferPrice
ExpirationDate
OtherSecurities
The total number of shares owned.
The date the stock options were offered.
The offer price of the stock options.
The date the stock options will expire.
Details on securities that are not stock or stock options, i.
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
SecurityDescription
A free text description of the held security.
SecurityValue
The estimated value of the security.
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
AcquisitionDate
DivestmentDate
OtherBusinessOwnership
The date of acquisition of the security.
The date of divestment of the security.
Contains sub-elements that describe whole or partial own
Attributes:
financialInterestExists - The 'financialInterestExists' at
information isn't required by organization.
FormOfBusinessDescription
OwnershipCategory
A free text description of the form of business.
The ownership category.
Allowed Values:
SoleProprietor
Partnership
PartnershipCategory
Founder
The legal type of business.
Allowed Values:
LLC
LP
SCorp
CCorp
Other
OtherPartnershipCategoryDescription
The legal type of business. The 'OtherPartnershipCategoryDes
PercentageOfOwnership
The percentage of ownership. Mainly used for privately held c
AnnualCompensationAmount
The annual compensation amount.
Attributes:
year - The year in which the compensation was earned.
type - Valid values are Actual and Estimated. (Allowed value
valuationDate - The date the value was assessed.
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
InvestmentAmount
The amount of money invested in the organization.
Attributes:
currencyCode - The currency code of the amount indicated
the Euro. Valid values are limited to 3-character strings.
valuationDate - The date the value was assessed.
DateSpan
BeginDate
EndDate
A date span with a begin and optional end date.
The beginning date.
The end date of the activity. If the end date is absent, the activ
Licensed
Contains sub-elements that describe licensing of the intellectu
LicenseTitle
LicenseDate
Licensee
CreationInfo
The name or type of the license.
The license start date
Free text field to describe the licensee of the intellectual prop
Information on the creator for a set of information as well as t
CreationDateTime
A date and timestamp indicating when the data component w
UniqueID
A unique alphanumeric identifier for the individual. UniqueID
domain attribute is required when using the UniqueID elemen
domainname is an internet domain name owned by the org
localidentifer is a local identifier for the type of unique ID. F
UpdateInfo
Information on the individual who updated a set of informatio
UpdateDateTime
A date and timestamp indicating when the data component w
UniqueID
A unique alphanumeric identifier for the individual. UniqueID
domain attribute is required when using the UniqueID elemen
domainname is an internet domain name owned by the org
localidentifer is a local identifier for the type of unique ID. F