What do I need to report in my Annual COI Disclosure?

Significant Interests That Must Be Reported

All Significant Interests held by you or a close family member that are related to—or reasonably appear to be related to—your institutional responsibilities must be reported. You must also disclose information about the sources of funds supporting your research.

Examples of Significant Interests Requiring Disclosure

External Affiliations, Activities & Appointments

Positions for which compensation is received
Corporate board memberships (paid or unpaid)

Ownership Interests

Equity, stock, or stock options in a publicly traded or non‑publicly traded entity (of any value)
See also: What is a Significant Financial Interest?

External Consulting Activities & Other Outside Work

Includes any service that is:

Related to your professional expertise in your university role
Provided to an external entity
Performed for monetary or other compensation from a single entity

Examples include:

Advising
Conducting research or analysis
Writing reports
Delivering presentations or training
Contributing to or managing projects
Designing, developing, or producing products or services
Providing clinical services

Foreign Activities of Any Kind

A research collaboration with individuals at any foreign entity, organization, or institution from which you received monetary or non‑monetary value, such as:

Free or subsidized space, laboratories, equipment, or materials
Access to otherwise restricted data
Support services
Visiting researchers or personnel

A research collaboration may include, but is not limited to:

Participating in research design
Collecting, sharing, or analyzing data
Sharing research results prior to pre‑publication editorial review
Designing, fabricating, improving, or testing equipment together
Traveling in support of any of the above activities

In‑Kind Contributions

Anything of value (not cash) from an external entity with an associated time commitment, including:

Free or subsidized use of space, offices, or laboratories
Equipment or materials
Support services
Visiting researchers or personnel
Intellectual property rights
Sponsored travel

Reimbursed or Sponsored Travel

See: What types of "reimbursed or sponsored travel" must be disclosed in my Annual COI Disclosure?

Intellectual Property

Licensing income
Royalty income