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Helms,Brian_2026-2nd QtrDisclosure Report Cover 0 Ye men® No Use this form for general report and committee information, must be signed and submitted along with other detailed forms. Do not use this formto uodate information. 1!jGommittee /rifo�ma'tion _ a. Furl Name c. ID Number BRIAN HELMS FOR COMMISSIONER 41MA5K b. Mailing Address (include City, State and Zip Code) it. Date Filed 1421 BRADLEY DR 07/01/2026 MONROE, NC 28112 e. Phone Number 980-219-0435 26.Re�tYear 3.P-F_'od'StaefDat�'¢Tmm'ldd/yvj '4.PeriodfEn"fil)ateCmm/iliUyy 3jjjZW 2026 02/15/2026 06/30/2026 MARIA REID 6n ,`of Cormriittee (Check70ne) 9�� 'pe%frRepor`t (check onl'�` e t - e o-re'�"or17 om o'er ne c"a' ory ® Candidate Campaign ❑ Party Municipal State/County Referendum ❑ Joint Fundraiser ❑ PAC ❑ Organizational ❑ Organizational ❑ Organizational ❑ Referendum ❑ Legal Expense Fund ❑ ❑ ❑ Thirty-five day Pre-primary Pre-election Quarterly ❑ Firsi ® Second ❑ Pre -referendum ❑ Final ❑ Supplemental Final 7NT—" 7ofiFond (ifnpplicable, checkone) ❑ "Booster Fund" L3 Building Fund ❑ Pre -runoff 1] Third ❑ Annual ❑ Presidential Election Year Candidates Fund Semi-annual 0 Fourth ❑ Special ❑ NC Public Campaign Financing Fund ❑ Mid Year Semi-anhual ❑ Year End ❑ Mid Year 1'OSpeCitlllR'ePOtji'YaNe ❑ Other: ❑ ❑ Final Special Q Year End E3 Final ❑ Special 8?Nrimber offFi5 druisers this ReiK 0 3?/Accountiln'formafion 0Ace'ounfdnformation a. Finaocial Institution Full Name a. Financial Institution FLIT Name ' TRUIST b. Purpose _ c Account Code b. Purpo a c. Account Code (RECEIVED-� BANK ACCOUNT FOR 2 COMMITTEE BRIAN HELMSFOR JUL 09 2026 d. Period Begin Balance it. Period Begin -Balance S 2,127.11 $ COMMISSIONER .UNION COUNTY CERTIFICATION I certify that the Committee or Fund is in compliance with all applicable provisions ofArticle 22A, 22B & 2213-22M of h prohibited or other n6n-disclosed Chapter 163 of the NC General Statutes and that no funds are commintp,,,ttd funds. I further certify that this report is complete, true an Corr t havebeen trained by the NC State Board MARIA REID 07/01/2026 Printed Name of Sieger S tme ofreasuer Dale FOR OFFICEUSEONLY' I //� % /� % K Y DelNonmlery Method Date Received: .7/q ' Employee: '❑ NorrmlMail ❑ Registered. Mail Date Postmarked: Employee: .0 Hand Delivered ❑ Electronically Filed Daie.Scanned: Employee: [3 Signer has not received Date Data Entered: - Employee: mandatory training Please Note: This form cannot be used to arnend committee information such as the committee address, treasurer, assistant treasurer, custodian of books information, or account information. You must amend the Statement of Organization (CRO -2100A- to make committee changes. CRO -1000 NL; mate noara or RECEIVED JUL 0 y 2026 Detailed SummaryUNION COUNTY Use this fonnto sunanarize all disclosure renortinerfi. rmmudnmtmntmmnmary information Amendment 0 Yes ® No 1. Committee Full Name (and Fundif applicable) 2. Type of Report 3. ID Number BRIAN HELMS FOR COMMISSIONER 2026 Second Quarter - 4JMA5IC Start of Election Cycle: January 1, 2023 Reporting Total this Period Total this Election Cycle 4) Cash on Handat Start $ 2,127.11 $ 562.71 RECEIPTS 5) Aggregated Contributions from Individuals (CRO -1205) $ 0.00 $ 50.00 6) Contributions from Individuals (CRO -1210) $ 129.22 $ 3,737.94 7) Contributions from Political Party Committees (CRO -1110) $ 0.00 $ 0.00 8) Contributions from Other Political Committees (CRO -1130) $. 0.00 $ 710.13 9) Loan Proceeds (CRO -1410) $ 0.00 S 700.00 0) Refunds/Reimbursements to the Committee (CRO -1240) $ 40.92 $ 40.92 1) Other Receipt Sources Ila) Interest on Bank Accounts (CRO -1250) $ 0.00 $ 0.00 I1 b) Contributions from Not -For -Profit Organizations (CRO -1150) $ 0.00 $ 0.00 Ilc) Outside Sources of Income (CR04250) $ 0.00 $ 0.00 Ild) Legal Expense Fund -Other Sources (CRO -7270) $ 0.00 $ 0.00 Ile) &empt Purchase Price Sales (CRO -1265)$ 0.00 $ 0.00 2) TOTAL RECEIPTS (Add lines 5,6,7,8,9,10,1la,llb,llc,lldand Ile) $ 170.14 $ 5,238.99 EXPENDITURES 3) Disbursements Ma) Operating Expenditures - (CRO -1310) $ 435.91 $ 954.41 13b) Contributions to Candidates/Political Committees (CRO -1310) $ 0.00 $ 0.00 13c) Coordinated Party Expenditures (CRO -1310) $ 0.00 $ 0.00 4) Aggregated Non -Media Expenditures (CRO -1315) $ 297.99 $ 1,645.73 5) Loan Repayments (CRO -1420) $ 21.00 $ 21.00 6) Refunds/Reimbursements from the Committee (CRO -1320) $ 0.00 $ 0.00 7) In -1 indContributions (CRO -1510) $ 0.00 $ 1,638.21 8) TOTAL EXPENDITURES (Add lines 13a, 13b, 130, 14, 15, 16 and 17) $ 754.90 $ 4,259.35 9) Cash on Handat End (Add lines 4 and 12 together, then subtract line 18) $ 1,542.35 $ 1,542.35 ADDITIONAL INFORMATION 0) Non -Monetary Gifts Given to Other Committees (CRO -1330) $ 0.00 1) Outstanding Loans (incl. ones from other campaigns) (CRO -1430) $ 2,679.00 2) Debts and Obligations ovvedbythe Committee (CRO -1610) $ 0.00 3) Debts and Obligations ovedtothe Committee (CRO -1620) $ 0.00 4) Account Transfers Within the Committee (CRO -1720) $ 0.00 5) Administrative Support (CRO -1710) $ 0.00 $ 0.00 6) Forgiven Loans (CRO -1440) $ 0.00 $ 0.00 7) 48 -Hour Notice Reports Sum (CRO -2220) $ 0.00 $ 0.00 8) Contributions to be Refunded (CRO -1215) $ 0.00 $ 0.00 CRO -1100 NC State Board of Elections August 2008 RECEIVED JUL 0 9 2026 Amendment Contributions from Individuals Pg of 1 ❑ Yes 19 No Use this formto report individual contributions over W1@AML-XRs l;nder$50 if form CRO 1205 is not used ICommitt_eeJFu111N�w_d'F0Kdiflapplicab_le_ 2_�ID1Numb_er _ BRIAN HELMS FOR COMMISSIONER 4JMA5K 3?Contnlwtorinformation �""`" �"' _.,� � "�� Addy �Reriiiove' a.Full Name,blailingAddress&Phone (include city, state,& zip) b. Job Title/Profession d. Comments STAY AT HOME MOM SHIRLENE GRAY 3609 SAVANNAH WAY MONROE, NC c. Employees Name/Specific Feld e. Election Sum to Date $ 51.75 G Prior g. Account Code h. Form.of Payment i. In-IGnd Description j. Date (mm/ddlyyyy) k. Amount - ❑ 2 Electric Funds Tran 03/02/2026 $ 51.75 ❑ $ ❑ $ 33Contributor]AMmation ❑Addy❑fRemove a. Full Name, Mailing Address & Phone b. Job Title/Profession - (include city, state; &zip)- INVESTMENT BANKER SAM MCNEIL 2310 RISING SUN LN c. Employer's Name/Specific Feld MATTHEWS, NC RIVER CAPITAL d. Comments e. Election Sum to Date $ 77.47 f. Prior g. Account Code h. Form of Payment- i. In-IGnd Description j. Date (mm/dd/yyyy) k. Amount ❑ 2 Electric Funds Tran 03/05/2026 $ 77.47 ❑ $ ❑ $ %T, only this Pae $ 129.22 5. To al of ALL CRO 210 Pages $ 129.22 A; -Th'is /iuemus! be on (ine 6 ofDeJrti/ed Summnq� Puge,Gx0.7100J CRO -7270 NC State Board of Elections April 2007 Amendment Refunds/Reimbursements To the Committee Pg of p Yes ® No Use this form to reportrefunds received by the committee or reimbursements fora previous expenditure. lyGomm_itteeFill t[Name,(5_u`dMn_diftapp_liceble) ,x i:_;; Vii'- __ 4 2 ID'Nnm_ber s BRIAN HELMS FOR COMMISSIONER UMA5K 3.Corititbuhorinformatton .�.:.,...)0.. Add?;❑=i'Remove- a. Full Name, Mailing Address & Phone (include city, state,& zip) d. Type of Committee g. Comments E3 Candidate PAC ❑ Referendum 0 Party AMAZON.COM NC c. f.ewl Registered (Specify) h. Original Expenditure Date Federal 13 County: ❑ State Q Municipality: 01/16/2026 I. Original Eipenditure Amt $ 176.10 b. doff Title/Profession _ c. Employer's Name/Specific Feld E Purpose 1j. Election Sum to Date REFUND FOR PRINTS $ 135.18 k.Account Code 11. Form of Payment m.In-IG ud Description' - n. Date(mm/dd/yyyy) o. Amount 2 Debit Card 02/17/2026 $ 40.92 41A; OM 40.92 S t aj of A, OPP CIf �4140�a es g i`r�r�Xi r`,?y (Tbrs�1104sr,be.an dne l0 o/rLeraded Snrnman Pd�eiCRO_]�7001 vn�� $ 40.92 CRO -7240 NC State Board of Elections December 2007 RECEIVED JUL 0 9 2026 UNION COUNTY BOARD OF ELECTIONS m Aendment Disbursements Pg 1 of ) ❑Yes ®No Use this form to report expenditures from the committee for operating expenses, contributions to candidate/political committees and coordinated party expenditures 1. CommitteelFiill Name audiFund if a ieable 2RID Number BRIAN HELMS FOR COMMISSIONER 4JMA5K 3Type"'�ofiDis`bursement /P.lease,rss�"-'e'Tsenrir'nfeYCR601310(forirsstfdrea`cii�trneofDisbu"rs_e»ienl`)_�+"9-"":' t Operating Expenses Ll Contributions to Candidates/Political Committees ❑ Coordinated Party Expenditures 3. Payee Information ❑ Adder❑ Remove a. Full Name, Mailing Address & Phone It. Coordinated Committee Name d.Comments (include city, state,,& zip)` AUSTIN PRINTING COMPANY INC. 1823 MORGAN MILL RD c. Level Registered (Specify) MONROE, NC 28110 Federal El County: ❑ State ❑ Municipality: e. Election Sum to Date $ 211.37 f. Account Code 1g. Form of Payment 1h. Purpose Code It. Date (an m/ddlyyyy) j. Amount k. Required Remarks 2 Debit Cud 0 02/23/2026 $ 211.37 CAMPAIGN FLYERS Is I 41Paveeltiformation ❑�5d�0 Remote a. Full Name, Meiling Address&Phone b. Coordinated Committee Name. d.Comments (include: city, state;&zip). QUEENS SOUTH BAR AND GRILL c. Level Registered (Specify) 1201 N BROOME ST Federal 13 County: ❑ State ❑ Municipality: WAXHAW, NC 28173 e. Election Sum to Date $ 224.54 f. Account Code 1g. Form of Payment 1h. Purpose Code It. Date (mm/dd/yyyy) j.Amount k. Required Remarks 2 Debit Card O 03/05/2026 IS 224.54 POST ELECTION Is UA I 11PX1Nkj STotal onivthis age ' %5"`'t'I $ 435.91 6. Total of CRO -1340 Pages (This line goes in line l3a of Detailed Summary Page CRO -1100 ifOperadngErperrses) $ 435.91 (This line goer in line 13b ojDerailed Summary Page CRO -1100 ifContrib to CandidaresTolirieal Comm) (This litre goes in line 13c of Derailed Summary Page CRO -1100 iifCoordinated Party Expenditures) L�Pu Se COdeS tst detailed expenditure code.in, h. above ` I '""�"°'''` '" f "' "ky' i A* - Media B* - Printing C* - Fundraising D -To Another Candidate E - Salaries _ F'* -.Equipment G -Political Party H* -Holding Public Office Expenses I - Postage .J - Penalties K* - 016-e cExpenses Q* - Donation to Legal Expense Fund O* Other * -Ws a iredetai)edex =tRdn)nre iredremarks5eld:(1i) CRO -1310 NC State Board of Elections December 2009 RECEIVED JUL 0 9 2026 UNION COUNTY BOARD OF ELECTIONS Amendment Aggregated Non -Media Expenditures Page 1 of 1 ❑Yes ® No Optional form used to report NC Non -Media Expenditures of $50 or less. 1. Gummi dill an undi '— icatile 2. Ill Somber BRIAN HELMS FOR COMMISSIONER 4JMA5K 3&6}eeTuforotahoa iewAmend b. Account Gode r. Form of Payment d�P�u Pose GdcInDa-ta mmldd/ayyti)�LAmouut m g. Regvlred�Remarks Htr' Add 2 Debit Card O 03/13/2026 $ 29.00 CAMPAIGN WEBSITE ❑ Remove FEE Add2 Io Debit Card O 04/13/2026 $ 2 9.00 W CAMPAIGN EBSITEI Remove _ FEE IAdd 2 Debit Card O 05/13/2026 $ 29.00 CAMPAIGN WEBSITE ❑ Remove FEE FAdd 2 Debit Card O 06/15/2026 $ 29.00 CAMPAIGN WEBSITE Q Remove FEE Add 2 Debit Card O 02/23/2026 $ 40.03 CAMPAIGN FLYERS Q Remove ❑ Add2 1 Debit Card 0 06/18/2026 $ 40.00 CAMPAIGN WEBSITE ❑ Remove DOMAIN Add 2 Debit Card 0 03/20/2026 $ 48.81 CAMPAIGN CELL 13Remove PHONE MONTHLY L] Add Io 2 _ 0 Debit Card 04/22/2026 $ 48.80 CAMPAIGN CELL Remove PHONE MONTHLY MIMT—F 2 Electric Funds TranO 03/02/2026 $ 1.80 STRIPE PROCESSING ❑ Remove FEE Add 1 2 Electric Funds TranO 03/03/2026 $ 2.55 STRIPE PROCESSING Q Remove FEE AP6tal only tliis}Page $ 297.99 STD al of ALL C•R'0-1315 a es g, :-o , $ 297.99 y { Gis /irre mrrn7 he ore line I4 ofDeJai/ediSrUanrar Prsge,C-RO-1.700) 3Ea �o^li BS �tit�d�i"stb'dl�lldt. '. C � 04Pi B* - Printin MWZ D - To Another Candidate E - Salaries * ui went G - Political Pa Dldina ubh C3 iie uses os J - Penalties a s s Q* - Donations to Legal Expense Fund O* - Other * Codes require detailed explanation in required remarks field a CRO -1315 RECEIVED JUL 0 9 2026 UNION COUNTY BOARD OF ELECTIONS NC State Board of Elections December 2009 Amendment Loan Repayments Pg 1 of 1 ❑ Yes ® No Use this form to report payments on an existing loan. L Committee'Fa1PNjm`eT(sudTSmdifY tcdble ' T �:: ; : r .` '�rw, � BRIAN HELMS FOR COMMISSIONER 2 4JMA5K 3; t. -.- jMQdd Remove ,... a. Full Name, Mailing Address & Phone - '(include city,. state, & zip) b. Comments BRIAN HELMS 1421 BRADLEY DR MONROE, NC 28112 c. Original Loan Date 03/04/2022 d. Original Loan Amount $ 2,000.00 e. Remaining,Loan,Balance EAccount Code g. Form of Payment h. Date (mm/dd/yyyy) i. Repayment Amount $ 1,979.00 2 Debit Card 06/11/2026 $ 21.00 {Totaj' Lq lyjthts 21.00 S;aTotal of1iCR20 Pages s ta :; (Tlns lme. ii u keoondlin�er)o�o 1, elaited!Sumneary $ 21.00 CRO -1420 RECEIVED JUL 0.9 2026 UNION COUNTY BOARD OF ELECTIONS NC State Board of Elections December 2007 Amendment Outstanding Loans Pg i of ? ❑ Yes ® No Use this form to report any outstanding loans received during a previous reporting period and until the loan is paid in full. 1MCommitte" 7Nti1llName (and�Fuod'ifia plicaWe)p `a BRIAN HELMS FOR COMMISSIONER 2'�ID;\umber �'�"' ^" 41MAsx 3�Lender Information ❑ Ad'd�❑ .emo�e.- a. Full Name, Mailing Address & Phone (include city, state, & zip) b. Job Title/Profession d. Comments TRAINING MANAGER BRIAN HELMS 1421 BRADLEY DR MONROE, NC 28112 (980) 219-0435 e. Start Date (mm/dd/yyyy) c. Employer's Name/Specific Feld 03/12/2024 CHARLOTTE PIPE AND FOUNDRY COMPANY f. Fn Date (mm/dd/yyyy) g. Rate 1h. Security Pledged ji. Original Loan Amount j. Remaining Loan Balance 0.00% NON $ 300.00 $ 300.00 k. FLIT Name of Leading Institution 1. Loan Number 3. Lender Information ❑Add ❑Remove a. Full Name, Mailing Address &Phone - b. Job Title/Professi on (include city, state, & zip) TRAINING MANAGER BRIAN HELMS 1421 BRADLEY DR MONROE,NC 28112 c. Employer's Name/Specific Feld CHARLOTTE PIPE AND FOUNDRY COMPANY d. Comments e. Start Date (mm/dd/yyyy) 03/04/2022 E Fnd Date (mm/dd/yyyy) g. Rate 1h. Security Pledged ji. Original Loan Amount I. Remaining Una Balance 0.00% NONE $ 2,000.00 $ 1,979.00 k. Full Name of Lending Institution I. Loau Number 3Lrnderinformation ❑ Ad'd ❑Re]no ve a. Full Name, Milling Address & Phone (include city, state, & zip) b. Job Title/Profession d. Comments TRAINING MANAGER BRIAN HELMS 1421 BRADLEY DR MONROE,NC 28112 (704) 400-1635 e. Start Date (mm/dd/yyyy) c. Employer's Name/Specific Feld 04/21/2025 CHARLOTTE PIPE AND FOUNDRY COMPANY f. End Datc (mmidd/yyyy) g. Rate h. Security Pledge fee E ji.rO.riginal Ivan Amount j. Remaining Loan Balance o 0.00 /a NONE p26 $ 400.00 $ 400.00 k: Full Name of Lending Institution ; UNIOOF E ul ECTIONS 1. Loan Number . Tofal oniyZliiIM—e $ 2,679.00 5. T'o al o ALL CRQffl'430 Pages (Thisline musrbe ars &n¢ 21 ojDetar7ed Summaryyage,GR0.7;I00 $ 2,679.00 CRO -7430 NC State Board of Elections December 2007