disclosures
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| 00155388bfeb5374c33feb3d289256d7baf8634d888f6edfcb5e3d5088dcab1f | 2021/Keenan_John_Section_23_disclosure_2.22.2021_2.pdf | 2021 | John F. Keenan | State Senate | DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, § 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: John F. Keenan Title or Position: State Senator, Norfolk and Plymouth District Agency/Department: State Senate Agency address: State House Room 413F Boston, MA 02133 Office Phone: 617-722-1494 Office E-mail: John.Keenan@MASenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before Several bills have been filed relative to pensions and benefits for municipal employees, you for action or and relative to the roles, responsibilities and obligations of municipal employees. decision. What responsibility As a member of the State Senate, I will be involved in the review and consideration of do you have for such bills, and will vote on them should they reach the Senate floor. taking action or making a decision? Explain your I have a brother, Paul Keenan, who is employed by the City of Quincy as Chief of Police. relationship or I have a brother, Matthew Keenan, who is employed by the City of Quincy as a firefighter. affiliation to the I have a sister, Catherine Maloney, who is employed by Quincy College. person or I have a sister, Christine Koch, who is employed by the Quincy Public Schools. organization. How do your official actions or decision My siblings have no direct interest in the legislation nor will they benefit financially, or in matter to the person any way different fr… | 2021/Keenan_John_Section_23_disclosure_2.22.2021_2.pdf | |
| 0021e3a805551473f9e8ac37a0c2d765a2e0eb8f44fc9e4932c2d978d8925b11 | 2023/Oliveira,_Jacob_930CMR5.082d2_disclosure_5.27.23.pdf | 2023 | Jacob Oliveira | Massachusetts State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Jacob Oliveira Title/ Position State Senator Agency/ Department Massachusetts State Senate Agency address: 24 Beacon St. Room 416-B Boston, MA, 02133 Office phone: (617) 722-1291 Office e-mail: Jacob.Oliveira@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X__ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I will be joining other elected political leaders in Lisbon, Portugal, to participate in traveling. meetings bringing together Portuguese and Portuguese American elected officials at the Luso-American Legislators' Dialogue. Describe your participation in the During this event, I will meet with Portuguese and United States officials and attend activity. panels on the history and future of Portuguese American communities. Date, time and location June 1 - 2, 2023 of activity. Lisbon, Portugal Please explain how the Massachusetts is home to a large Portuguese American community, and there are activity will promote the significant economic, cultural, educational, and other issues of mutual interest to interests of the Portugal and Massachusetts. My participation in this event will promote the bilateral Commonwealth, a county relationship between the United States and Portugal. or a municipality. TRAVEL EXPENSES Identify the person or organization that The Luso-American Development Foundation (FLAD) offered to reimburse, waive or pay your travel expenses. Address of person or organization. Rua Sacramento à Lapa, 21 1249-090 Lisbon, Portug… | 2023/Oliveira,_Jacob_930CMR5.082d2_disclosure_5.27.23.pdf | |
| 00296cc556d7acd9e146f906636606e684d5095a1eda89b9b82b5de44c0d042d | 2017/Farley-Bouvier,_Tricia_6A_1.24.17.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public official: Tricia Farley- Bouvier Public official State Representative position: Public office State House, Room address: Boston, MA 02133 Office Phone: 617-722- Office E-mail: @mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: As a committee member and as a state representative from, my compensation may be adjusted. Public official's signature: Date: 1/24/17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2017/Farley-Bouvier,_Tricia_6A_1.24.17.pdf | |||
| 0046d565ee42919c5ea6df1708f55aafab31e20d4b767ad98e013cacd0c0b47b | 2017/McKeever,_Kate_section_6_disclosure_3.6.17.pdf | 2017 | Kate McKeever 2017 MAR - -6 AM 54 | EEA | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Kate McKeever 2017 MAR - -6 AM IO: 54 Title or Position: General Counsel State Agency: EEA Agency Address: 100 Cambridge Street Office Phone: 617-626-1120 Office E-mail: Kate.mckeever@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Pursuant to the Summary of the Conflict of Interest Law, a financial interest which is remote, speculative, or not sufficiently identifiable does not create conflicts. However, in an abundance of E.g., a judicial or other caution, I wanted to disclose that I am negotiating with Enel Green Power North America. I have no proceeding, application, official authority over Enel, no official dealings with Enel, and have not participated in any particular submission, request matter with respect to Enel. for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required participation in the I am not participating in a particular matter that involves Enel particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. X I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization … | 2017/McKeever,_Kate_section_6_disclosure_3.6.17.pdf | |
| 0048879774adf56b0d6d6649fad75a2be7d523dc00c8838f438dd6b83f4dcd4a | 2019/Moore,_Michael_Addendum_to_930CMR5.082d2_Disclosure_10.16.2019.pdf | 2019 | Michael O. Moore | Massachusetts Legislature | Addendum 2019 OCT 18 AM 10: 51 DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Michael O. Moore public employee: Title/ Position State Senator Agency/ Department Massachusetts Legislature Agency address: Room 109B, State House, Boston, MA 02133 Office phone: 617-722-1485 Office e-mail: Michael.Moore@MAsenate.gov Write an X to I am filing this disclosure because: confirm each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity Fall Global Advisory Committee Meeting and Training which is the reason for traveling. Describe your I am a member of the Global Advisory Committee which makes policy participation in the recommendations to the U.S. Attorney General activity. Date, time and Office of Justice Programs location of activity. 810 Seventh Street, NW Washington, DC 20531 As the Senate Chair of Public Safety and Homeland Security I represent the Please explain how the MA Senate and my participation in this group gives Massachusetts a voice at activity will promote the the national level on policy issues that will affect the commonwealth. interests of the Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or Christina Abernathy organization that Manager/Senior Research Associate offered to reimburse, Institute for Intergovernmental Research (IIR) Phone: 850.385.0600 X 318 waive or pay your Mobile: 850.566.6584 travel expenses. P.O. Box 12729, Tallahassee, FL 32317-2729 Email: cabernathy@lir.com Address of person or Phone: 850.385.0600 X 318 organization. Mobile: 850.566.6584 P.O. Box 12729, Tallahassee, FL 32317-2729 Email: cabe… | 2019/Moore,_Michael_Addendum_to_930CMR5.082d2_Disclosure_10.16.2019.pdf | |
| 004dba10d24a518092d758e5c426557192e78ea284137e04b4d930b7313ef6dd | 2014/SkarinKathleen.pdf | 2014 | Kathleen Skarin 2014 APR - 1 AM 9:42 | Middlesex Sheriff's Office | The Commonwealth of Middlesex Sheriff's Office 2014 APR - 1 AM 9:42 Peter J. Koutoujian Sheriff 400 Mystic Avenue Medford, Massachusetts 02155 Phone (781) 960-2800 Fax (781) 960-2902 March 31, 2014 Karen L. Nober Executive Director State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Re: Disclosures of Financial Interest Dear Ms. Nober: Enclosed are disclosures pursuant to G.L. c. 68A, Section 6, from employees of the Middlesex Sheriff's Office, and Determinations by the Appointing Official, Sheriff Peter Koutoujian. Please contact me if you have any questions. Sincerely, LaDonn Hitth LaDonna J. Hatton Chief Legal Counsel 781.960.2813 www.middlesexsheriff.com Printed in-house Xerox C2C DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Kathleen Skarin 2014 APR - 1 AM 9:42 Title or Position: Chief of Staff State Agency: Middlesex Sheriff's Office Agency Address: 400 Mystic Avenue Medford, MA 02155 Office Phone: 781-960-2800 Office E-mail: kgskarin@sdm.state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other proceeding, application, Decision about an increase in salary and benefits for at-will employees. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required participation in the particular matter: As the Chief of Staff, I am required to participate in matters relating to employee salaries and E.g., approval, benefits. disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest i… | 2014/SkarinKathleen.pdf | |
| 004e06bdd3b9f1c7be85e3346fd6b451b9d8fa916f6428fdad1f06d18967682e | 2022/Fowler,_Mary_1.10.22_-_Cmr_6.06(2).pdf | 2022 | Mary Fowler | RECEIVED STATE ETHICS COMMISSION 2022 JAN 1.0 AMII: 32 DISCLOSURE BY STATE EMPLOYEE OF A FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SERVICES FOR THE COMMITTEE FOR PUBLIC COUNSEL SERVICES AS REQUIRED BY 930 CMR 6.06(2) STATE EMPLOYEE INFORMATION Name of state Mary Fowler employee: Title/ Position Please provide information about your state employee position. Professor Agency: Worcester State University Agency address: 486 Chandler Street Worcester, MA 01602 Office phone: 508-929-8576 Office e-mail: mfowler@worcester.edu I am a state employee. The Committee for Public Counsel Services ("CPCS") provides representation and services to persons with regard to various matters in the state courts and assigns attorneys and personnel to work on the matters. In connection with these matters, I expect to provide representation or services to, or on behalf of, such persons, attorneys or personnel. I respectfully request written approval of the arrangement from CPCS and (if I am not an elected state employee) from my appointing authority in my state position. CPCS SERVICES Describe the nature of the representation or services you expect to Statistical expert testimony in defense of provide to or for Jose Serratos CPCS. with Attorney Jose Serratos If you are providing services through a company, please Racial Equity Partners, LLC provide its name and address, Who will pay you for your services? CPCS, directly. An attorney or personnel assigned by CPCS, If not CPCS, please provide the name and address of the person or entity who will pay you or your company for your services. What is your financial Please explain your financial interest and provide the dollar amount if you know it. interest in providing these services? I am being contracted to provide statistical analysis which might include writing a report and giving testimony. Please include both compensation and The court allowed a motion for $2,500. Depending on what is found in the data analysis, the obligations, etc. project could further require additional funds. I appr… | 2022/Fowler,_Mary_1.10.22_-_Cmr_6.06(2).pdf | ||
| 004e4fec490ba4484f42a5abcfca2ea82846971170beeebf45f3d46705fd7e79 | 2023/Cronin,_John_930_CMR_5.08(2)(d)3_disclosure_11.21.23.pdf | 2023 | JOHN J. CRONIN | Massachusetts Senate | RECONCILIATION STATEMENT AS REQUIRED BY 930 CMR 5.08(2)(d)3. PUBLIC EMPLOYEE INFORMATION Name of employee: JOHN J. CRONIN Title/ Position Massachusetts State Senator Agency/ Department Massachusetts Senate Agency address: Massachusetts State House 24 Beacon Street, Rm. 218 Boston, MA 02133 Office Phone: 617-722-1230 Office E-mail: JOHN.CRONIN@MASENATE.COV I previously filed a disclosure explaining that I accepted reimbursement, waiver or payment by a non-public entity (but not a lobbyist) of travel expenses related to an activity or speaking engagement that served a legitimate public purpose. I am filing this Reconciliation Statement because the actual amount of the travel expenses differed by more than $50 from the amount I originally disclosed. I HAVE ATTACHED A COPY OF MY PREVIOUS DISCLOSURE. ADDITIONAL EXPENSES Date of activity or August 23 - 26, 2023 speaking American Irish State Legislators Caucus engagement: 25th Anniversary of the Good Friday Agreement Programming Reason that the At the time of submitting the disclosure, I had not yet received receipts or itemized actual amount differs statements for transportation, meals, or admission costs. I am filing this reconciliation from the previously statement now that I have received the costs that were covered on this trip. disclosed amount by $50 or more: PLEASE INCLUDE DETAILED INFORMATION ONLY ABOUT AMOUNTS THAT DIFFER FROM THE AMOUNTS ORIGINALLY DISCLOSED. Previously disclosed amount Actual amount Transportation: $0 $82.23 Lodging: N/A N/A Meals: $0 $235.86 Admission: $0 $50.50 Other (please list): N/A N/A Total: $0 $368.59 (Conversions from € and £ to $ on 9/26/2023.) Employee signature flu J.C. Date 10/4/2023 Attach additional pages if necessary. Non-elected public employees - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the Senate or House Clerk or the State Ethics Commission. Elected municipal employee - file with the city or town clerk. Elected … | 2023/Cronin,_John_930_CMR_5.08(2)(d)3_disclosure_11.21.23.pdf | |
| 0050b199a5138f50e516098a3ee54b8495638bd71a5f7e06a22439c83328b409 | 2023/Wolfenden,_Toni_K._5.8.23_-_23(b)(3).pdf | 2023 | Toni K. Wolfenden | Health Department | DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, § 23(b)(3) PUBLIC EMPLOYEE INFORMATION STATE RECEIVED COMMISSION Name of public employee: Toni K. Wolfenden 2023 MAY -8 AH1021 Title or Position: Administrative Assistant Agency/Department: Health Department Agency address: 120 Main Street North Andover, MA 01845 Office Phone: 978-688-9540 Office E-mail: twolfenden@northandoverma.gov. In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue that is coming before Various septic issues. you for action or decision. What responsibility do you have for I forward septic plans to be reviewed to the Town Septic Consultant. taking action or making a decision? Explain your relationship or My son, John A. Wolfenden is a surveyor for Andover Consultants Inc., located at 1 East affiliation to the River Place Methuen, MA 01844. Andover Consultants from time to time will send septic person or plans to the health department to be reviewed and approved for homes in North Andover. organization. How do your official actions or decision Process septic plans and files. matter to the person or organization? Optional: Additional facts - e.g., why There is low risk of undue favoritism because I do not approve any of the septic plans. there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, _x_______________________ Taking into account the facts that I… | 2023/Wolfenden,_Toni_K._5.8.23_-_23(b)(3).pdf | |
| 0050f1dc16015889b1a0b86dc9ca9aa1325d02121d813d9490309aacff8e50c4 | 2013/Gonzalez,_Jay_section_6_disclosure_2013-01-05.pdf | 2013 | Jay Gonzalez 2013 JAN 23 AM 10: 38 | Office of the Governor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Jay Gonzalez 2013 JAN 23 AM 10: 38 Title or Position: Secretary State Agency: Executive Office for Administration and Finance Agency Address: State House, Room 373 Boston, MA 02133 Office Phone: 617-727-2040 Office E-mail: Jay.Gonzalez@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter As chair of the Commonwealth Health Connector Authority and a statutory member of the Group Insurance Commission and the new Health Policy Commission, I participate in numerous particular E.g., a judicial or other matters that affect the financial interests of health insurers. proceeding, application, submission, request As Secretary, I also participate in certain budgetary matters that affect the financial interests of for a ruling or other health insurers. determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required See above. participation in the particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest in th… | 2013/Gonzalez,_Jay_section_6_disclosure_2013-01-05.pdf | |
| 0055031ae259715bc22e1f563173a0fbc342b02abb2606e8a9c5581f5bee3592 | 2017/Walsh,_Christopher_4.24.17_-_6A.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public official: Chris waish Public official State Representative position: Public office State House, Room 473G address: Office Phone: 617-722-2070 Office E-mail: @mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN I intend to discuss, vote on, and otherwise participate in the development, debate and Official action enactment of the Fiscal Year 2018 General Appropriations Act. There are two floor to be taken: amendments to House 3600, the House Committee on Ways and Means' budget proposal, pending before the House of Representatives; which would impact certain benefits offered through the Group Insurance Commission. One would cap out of pocket health care expenses, and one would increase life insurance benefits. I anticipate that similar proposals may be made over the course of budget deliberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I am an active state employee who receives health insurance and life insurance through the Group Insurance Commission. Therefore, if enacted, these proposals may impact my insurance costs and benefits. Public official's signature: Date: Gegloda Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2017/Walsh,_Christopher_4.24.17_-_6A.pdf | |||
| 005958759791302d51275848141e55973b63f41ae362f3bacb83cecdd849e410 | 2014/LyneisAnne.pdf | 2014 | Anne Lyneis | Match Charter Public School and Match Community Day Charter Public School | §6 Determination RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST 7014 MAY 28 AM IO: 35 AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Anne Lyneis Title or Position: Teacher at Match Charter Public School (the "Match School") State Agency: Match Charter Public School and Match Community Day Charter Public School (collectively with the Match School, the "Schools") Agency Address: 1001 Commonwealth Avenue Boston, MA 02215 Office Phone: (617) 232-0300 Office E-mail: anne.lyneis@matcheducation.org My duties to the Match School require me to participate in a particular matter in which an organization with whom I am negotiating an arrangement concerning prospective employment has an interest, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other I am a teacher at the Match School, and I am negotiating prospective employment with The MATCH proceeding, application, School Foundation, Inc. (the "Foundation"). The Foundation may make donations to the Schools submission, request for a ruling or other and may provide services to the Schools. In particular, the Foundation donates back office support to the Schools, and the Foundation may hold fundraisers for the benefit of the Schools. determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: I teach students at the Match School. As a donor to the Match School, the Foundation has an interest in the operations of the Schools, including in the quality of teaching at the Match School. In E.g., approval, addition, I may be required to attend fundraisers held by the Fo… | 2014/LyneisAnne.pdf | |
| 0062f51ab607ff851fb6fe7220daac9ada90a7121c89c7453d0ce653fefbfe2a | 2015/Lesser,_Eric_930CMR5.082d2_disclosure_2015-02-12.pdf | 2015 | Eric P. Lesser | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED ELECTED PUBLIC EMPLOYEE INFORMATION COMMISSION Name of elected 2015 FEC FEC 12 PM 3:45 public employee: Eric P. Lesser Title/ Position State Senator Agency/ Department Massachusetts Senate Agency address: 24 Beacon Street, Boston, MA 02133 Office phone: 617-722-1291 Office e-mail: Eric.Lesser@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for North American Federation of Temple Youth (NFTY) conference. traveling. Describe your participation in the As an alumnus of the conference, I will be a featured speaker during the opening activity. plenary. Date, time and location of activity. February 13, 2015 - February 14, 2015, Atlanta, GA. Please explain how the activity will promote the Attendance and participation in the conference will allow me to better understand interests of the Commonwealth, a county issues affecting Jewish youth in my district and throughout the Commonwealth. or a municipality. TRAVEL EXPENSES Identify the person or organization that Union for Reform Judaism offered to reimburse, waive or pay your travel expenses. Address of person or organization. 633 Third Avenue New York, NY 10017-6778 212-650-4000 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: Flight, $416.20 Overnight accommodations. Lodging: Hotel, $165 Breakfast, lunch, dinner, special events. Meals: Registration, admission, tickets, etc. Admission: Refr… | 2015/Lesser,_Eric_930CMR5.082d2_disclosure_2015-02-12.pdf | |
| 006ac1d9ea6b3f47a400ccb41184dfd2aeb4e9011269d1aa0e136cafd7ebe163 | 2014/ShorGlen.pdf | 2014 | Glen Shor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Glen Shor 2014 NOV 25 M 9:27 Title or Position: Secretary State Agency: Executive Office for Administration and Finance Agency Address: State House, Room 373 Boston, MA 02133 Office Phone: 617-727-2040 Office E-mail: Glen.Shor@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter As A&F Secretary, I prepare the Governor's budget and manage the Commonwealth's budget throughout the fiscal year, including participating in decisions about spending on MassHealth and E.g., a judicial or other other state health programs, including Commonwealth Care, ConnectorCare, Group Insurance proceeding, application, Commission benefits, and health care services under the supervision of the Department of submission, request Correction. for a ruling or other determination, contract, claim, controversy, I am also ex-officio Chair of the Board of the Commonwealth Health Insurance Connector Authority charge, accusation, ("Connector"). G.L. C. 176Q, §2. In that capacity, I participate in decisions to award contracts for the arrest, decision, Commonwealth Care, Commonwealth Choice, ConnectorCare, and other qualified health plan determination, or finding. programs administered by the Connector. I also participate in a range of policy decision making on health care issues, including through state and quasi-public agencies on which I serve (the Connector and the Health Policy Commission) and related to the activities of other state agencies (such as the Division of Insurance). Your required See above. participation in the particular matter: E.g., approval, disapproval, decision, recommendation, rendering advice, investiga… | 2014/ShorGlen.pdf | ||
| 006ea20aed3ab1d2a2f6b3dcb632ce18ac95625516b0d57f6195074f6729e925 | 2013/Garlick,_Denise_930_CMR_5.08(2)(d)3_-_1.25.13.pdf | 2013 | Denise Garlick | House of Representatives | SEC DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. STATE ETHICS RECEIVED COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION 2013 JAN 25 PM 12: 46 Name of elected Denise Garlick public employee: Title/ Position State Representative Agency/ Department House of Representatives Agency address: State House, Room 236 Boston, MA 02133 Office phone: 617-722-2430 Office e-mail: Denise.Garlick@mahouse.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X__ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity Attending the Harvard Kennedy School program entitled "Shaping Healthcare Delivery which is the reason for Policy." traveling. Describe your I will be a government official participating as a student in an executive education participation in the program for healthcare leaders. activity. Date, time and location January 27 February 1. 2013 of activity. Harvard Kennedy School/Executive Education 79 JFK Street Cambridge, MA 02138 Please explain how the This program is a professional development seminar which will better inform me as I activity will promote the represent my constituents (reportedly as much as 1 in 9 are employed in the interests of the healthcare field); and will prepare me for legislative discussions on the future of Commonwealth, a county healthcare. or a municipality. TRAVEL EXPENSES Identify the person or The Harvard Kennedy School has provided me with a $3,750 scholarship which will be organization that covering half of the cost of the program fee ($7,500). offered to reimburse, waive or pay your travel expenses. Address of person or Harvard Kennedy School/Executive Education organi… | 2013/Garlick,_Denise_930_CMR_5.08(2)(d)3_-_1.25.13.pdf | |
| 00727199e122a03d320704ba2b008ba52c13dce1a4ce74ff57f0dc48136caed5 | 2014/Vallely_Bartlett_Maeve_Disc.pdf | 2014 | Maeve Vallely Bartlett | Office of the Governor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STATE RECEIVED ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Maeve Vallely Bartlett 2014 NOV 5 PM 12. Title or Position: Secretary State Agency: Executive Office of Energy and Environmental Affairs (EEA) Agency Address: 100 Cambridge Street, Boston, MA Office Phone: 617-626-1101 Office E-mail: Maeve.vallelybartlett@state.ma.us My duties require me to participate in a particular matter, and 1 may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter I recently had a meeting with Eleanor Tillinghast on an energy related matter. She unexpectedly E.g., a judicial or other arrived with her attorney, Vincent DeVito of Bowditch & Dewey, a law firm where my husband is proceeding. application, employed. I excused myself from the meeting and will continue to recuse myself from this matter, submission, request the facts of which are currently and will remain unknown to me. for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required participation in the As Secretary of EEA, there is a potential that I would be called upon to render a decision particular matter: or to undertake an action in relation to Ms. Tillinghast's interaction with this Secretariat. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. _X_ My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. 1 am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or h… | 2014/Vallely_Bartlett_Maeve_Disc.pdf | |
| 0073c2d3a2c7c1fef6ee2f2dbe57983e4e77591f38fd4b987845004a126197e7 | 2021/Comerford,_Joanne_Section_6A_disclosure_6.9.21.pdf | 2021 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public official: Joanne M. Comerford Public official position: State Senator, Hampshire, Franklin and Worcester Public office address: Massachusetts State House 24 Beacon Street Boston, MA 02133 Office Phone: (617) 722-1532 Office E-mail: Jo.Comerford@masenate.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action to be taken: The Senate is voting on Senate bill 2542, which includes requirements for landlords regarding notices until January 1, 2023. The Senate, as a whole, will be voting on this bill this week. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest involved: I own and manage residential rental housing property as a landlord that will likely be affected by the notice requirements in this bill. Public official's signature: Date: June 9, 2021 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2021/Comerford,_Joanne_Section_6A_disclosure_6.9.21.pdf | |||
| 0087eadb03e2859c6970e743d4e7abe4d6ea8f17dce758e6aa14aca31eaa1f10 | 2014/Goldstein,_Emma_section_6_disclosure_2014-11-5.pdf | 2014 | Emma Goldstein | Office of the Governor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY AS REQUIRED BY STATE ETRIES STATE EMPLOYEE INFORMATION Name: Emma Goldstein 2014 NOV -5 PH12: 30 Title or Position: Deputy Director of Boards and Commissions State Agency: Office of the Governor Agency Address: State House, Boston, MA Office Phone: 617.725.4010 Office E-mail: Emma.Goldstein@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter As Deputy Director of Boards and Commissions, I manage the vetting and appointment process for gubernatorial appointments to the Board of Directors of the Massachusetts Development Finance E.g., a judicial or other Agency Board of Directors. I do not recommend appointees or otherwise make the final proceeding, application, determination on the appointments. submission, request for a ruling or other determination, contract, I am discussing employment with the Massachusetts Development Finance Agency and, out of an claim, controversy, abundance of caution, am filing this disclosure and recusing myself from handling Agency charge, accusation, appointments. arrest, decision, determination, or finding. Your required As Deputy Director of Boards and Commissions, I manage the vetting and appointment process for participation in the gubernatorial appointments to the Board of Directors of the Massachusetts Development Finance particular matter: Agency Board of Directors. I do not recommend appointees or otherwise make the final determination on the appointments. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in… | 2014/Goldstein,_Emma_section_6_disclosure_2014-11-5.pdf | |
| 008b67bfad24abcc15be56b82cf933079cdc6fc89ca3ff1c951fd63040224ad4 | 2019/Cecil,_Jeff_10.10.19_-_CMR_5.08(2)(d)1_-.pdf | 2019 | Jeffrey Cecil | Boston Police Department Suffolk County District Attorney's Office | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)1. ELECTED PUBLIC EMPLOYEE INFORMATION Name of non-elected Jeffrey Cecil public employee: Title/ Position Detective, Boston Police Department Agency/ Department Boston Police Department Suffolk County District Attorney's Office Agency address: One Bulfinch Place, 7th Floor Boston, MA 02114 Office phone: 617-619-4202 Office e-mail: Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity Security detail accompanying DA Rollins during her participation in the Kennedy which is the reason for Summer School programming traveling. Describe your participation in the activity. Security Date, time and location Wednesday September 4-Sunday September 8. New Ross, Ireland of activity. Please explain how the Please see attached agenda. activity will promote the interests of the Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that Liam 0 Caoite, Kennedy Summer School. offered to reimburse, waive or pay your travel expenses. Address of person or organization. c/o John F Kennedy Trust 35 South Street New Ross Co. Wexford Provide information in as much detail as possible: Transportation: DA office responsible for booking flight. DA office covering rental car. No airport transfers have been provided Creacon Wellness Retreat Lodging: Reservation number 3944/012 & 3944/018 (one room for DA Rollins, the other for her security detail) Two double private rooms from Wednesday, September 4th - Sunday, September 8th creaconwellnessretreat.com phone number: 00 353 51 447 666 Cost for Je… | 2019/Cecil,_Jeff_10.10.19_-_CMR_5.08(2)(d)1_-.pdf | |
| 008e3567b62110ec01d31692c64e779cc25fd202ea374a3d1f4a27dc3636eebb | 2014/golar_Richie_Charlotte_Disc..pdf | 2014 | 2014 Charlotte Golar Richie SEP 24 | THE COMMONWEALTH OF MASSACHUSETTS ENSE COMMISSION AGAINST DISGRIMINATION: RECEIVED SION OVIETEM COMMISSION time PETIT ONE ASHBURTON PLACE, BOSTON. MA 02108- 15183 2014 OCT tiil AGAINST DISCRIMINATORY Deval L. Patrick Jamie R. Williamson Governor Chairwoman October 17, 2014 Sunila Thomas George Commissioner Charlotte Golar Richie Commissioner Lauren E. Duca Deputy Chief/SFI, Legal Division State Ethics Commission One Ashburton, Room 619 Boston, MA 02108 Dear Ms. Duca: Please find enclosed my resubmitted signed and dated disclosure form. Thank you, Commissioner Tel: (617) 994-6000 TTY: (617) 994-6196 Fax: (617) 994-6024 DISCLOSURE BY SPECIAL STATE EMPLOYEE 20-14-5500 RECEIVED OF FINANCIAL INTEREST IN A STATE CONTRACT STATE ETHICS AS REQUIRED BY G. L. C. 268A, § 03 THIS Name of special state employee: 2014 SPECIAL Charlotte STATE EMPLOYEE Golar INFORMATION Richie SEP 24 PM 4: 03 I am a special state employee because: Put an X beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Incoming Vice Chair of umass Boston's Centerfor External Advisory Board for If you are a special state employee because women a state agency in has Politics contracted with Public your company Policy or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. (C… | 2014/golar_Richie_Charlotte_Disc..pdf | ||
| 009bf73bb7fed5774c2092482497158a234fba4c4397839eda1a612b347ec8b1 | 2017/Stanley,_Thomas_6.27.17_-_6A.pdf | 2017 | The Commonwealth ofMassachusetts ENSB 1 HOUSE OF REPRESENTATIVES PRETTY STATE HOUSE, BOSTON, MA 02133-1054 LIBERTATE LEVE VICE CHAIR, JOINT COMMITTEE ON MUNICIPALITIES AND REGIONAL GOVERNMENT THOMAS M. STANLEY JOINT COMMITTEE ON WAYS AND MEANS STATE REPRESENTATIVE JOINT COMMITTEE ON REVENUE 9TH MIDDLESEX DISTRICT HOUSE COMMITTEE ON POST AUDIT AND OVERSIGHT Thomas.Stanley@MAhouse.gov ROOM 167, STATE HOUSE BOSTON, MA 02133 TEL: (617) 722-2230 June 27, 2017 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I am writing to you to disclose that my wife and I own property on Cape Cod which we rent as a vacation home through HomeAway, an online vacation rental marketplace. The Joint Committee on Financial Services, of which I am a member, is considering legislation which would impact the short-term rental market. If adopted, this legislation may have an effect on my financial interests which is different from the effect on the general public. I anticipate that in this session and in future sessions of the General Court, legislation relative to this interest may be considered. I make this disclosure pursuant to G.L. c. 268A, §§6A & 23(b)(3) and consider it public in nature. Thomas THOMAS Sincerely State | 2017/Stanley,_Thomas_6.27.17_-_6A.pdf | |||
| 00a37a0da6c480e2666fb4309e7ca02dfa401db66c69e4ed5952acb7edc75d33 | 2018/Tietjen,_Jeanie_10.3.18.pdf | 2018 | JEANIE TIETJEN | 32 GND MASSBAY COMMUNITY College in Post Sealy Edvanted | DISCLOSURE BY NON-ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)1. NON-ELECTED PUBLIC EMPLOYEE INFORMATION Name of non-elected public employee: JEANIE TIETJEN 2018 OCT -3 Title/ Position Professon of ENgliSH STATE THICS COMMISS GND RECEIVED PM 12: 32 32 Agency/ Department MASSBAY COMMUNITY College in Post Sealy Edvanted Agency address: 50 OAKLANd St Wellesley HILLS, MA 02/55 Office phone: 7812392203 Office e-mail: I am filing this disclosure because: itietjen e MASSBAY. edu Write an X to confirm I am going to engage in an activity that serves a legitimate public purpose, i.e., it is each statement. intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for ASKeD TO present AT SUNY COMM College traveling. Affand officers os tRAUMA -INFOrmed CONFERENCE for COMM college chief student Describe your practices Relevant to higher educa Time. participation in the activity. Delivery presentATion 4 informety discussion ON TRAUMA PRACTICES. Date, time and location of activity. 10/4/18 QreNSBurg, NY Please explain how the activity will promote the interests of the MASSBAY is the fast commany college TO UNPERTAKE Commonwealth, a county or a municipality. services IN whys THAT the designl to pedryogy 0 be relevent To THE whole NATURAL Shaning provices d collasonary w/ottens benefits All. TRAVEL EXPENSES Identify the person or organization that offered to reimburse, Sevin Vice President Stubs Engagement Julie White, PhD waive or pay your travel expenses. t Leaning Support ONANdAgA Carn College Address of person or organization. Syramse, NY Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire, etc. Transportation: REVIAL CA… | 2018/Tietjen,_Jeanie_10.3.18.pdf | |
| 00a4cb147614d28ab2f4b27a6a01977447a15c490b084360f86f23255afc1ce8 | 2012/Gayle_Cameron(1).pdf | 2012 | Gayle Cameron | Office of the Attorney General | THE COMMONWEALTH OF MASSACHUSETTS ENSE PETIT OVIETEM OFFICE OF THE ATTORNEY GENERAL ONE ASHBURTON PLACE BOSTON, MASSACHUSETTS 02108 MARTHA COAKLEY (617) 727-2200 ATTORNEY GENERAL www.mass.gov/ago June 26, 2012 Karen Nober Executive Director State Ethics Commission One Ashburton Place Boston, MA 02108 Re: Disclosure by Gaming Commissioner Gayle Cameron Dear Ms. Nober: Enclosed is the Disclosure by Non-Elected Employee of Financial Interest and Determination by Appointing Authority as Required by G.L. c. 268A, § 6. If you have any questions, please contact me. Thank you. Very truly yours Judy Zeprun Kalman Deputy General Counsel cc: Gayle Cameron, Gaming Commissioner 2012 JUN 27 AM AM 10:33 33 DIS SINWOO SOMES GIVIS RECEIVED DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STATE ETHICS RECEIVED COMMISSIO STATE EMPLOYEE INFORMATION Name: 2012 JUN 27 AM 10: 33 Gayle Cameron Title or Position: Commissioner State Agency: Massachusetts Gaming Commission Agency Address: 84 State Street, Suite 720 Boston, MA 02109 Office Phone: 617-979-9400 Office E-mail: Gayle.cameron@sate.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Pursuant to Chapter 194 of the Acts of 2011 and G.L. c. 23K, the Massachusetts Gaming proceeding, application, Commission (the "Commission") is authorized/or required to promulgate rules, regulations, submission, request for a ruling or other policies, and procedures and to make determinations concerning the compensation and benefits determination, contract, provided to the Commission's employees, a code of ethics governing employees' activities and claim, controversy, investments, the licensing and oversight of potential gaming establ… | 2012/Gayle_Cameron(1).pdf | |
| 00a99dfe5a9155fb1fed77b09a7407ace0aeef85986adb9b3a44a835a9865f08 | 2021/Fowler,_Mary_8.6.2021_-_CMR_6.08(2).pdf | 2021 | Mary Fowler | DISCLOSURE BY STATE EMPLOYEE OF A FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SERVECEIVED COMMISSION FOR THE COMMITTEE FOR PUBLIC COUNSEL SERVICES AS REQUIRED BY 930 CMR 6.06(2) 2021 AUG AMII:21 21 STATE EMPLOYEE INFORMATION Name of state Mary Fowler employee: Title/ Position Please provide information about your state employee position. Professor Agency: Worcester State University Agency address: 486 Chandler Street Worcester, MA 01602 Office phone: 508-929-8576 Office e-mail: mfowler@worcester.edu I am a state employee. The Committee for Public Counsel Services ("CPCS") provides representation and services to persons with regard to various matters in the state courts and assigns attorneys and personnel to work on the matters. In connection with these matters, I expect to provide representation or services to, or on behalf of, such persons, attomeys or personnel. I respectfully request written approval of the arrangement from CPCS and (if I am not an elected state employee) from my appointing authority in my state position. CPCS SERVICES Describe the nature of the representation or services you expect to Statistical expert testimony in defense of provide to or for Obed Zorrilla CPCS. with Attorney Elleen Morrison If you are providing services through a company, please Racial Equity Partners, LLC provide its name and address, Who will pay you for your services? CPCS, directly. An attorney or personnel assigned by CPCS. If not CPCS, please provide the name and address of the person or entity who will pay you or your company for your services. What is your financial Please explain your financial interest and provide the dollar amount if you know it. interest in providing these services? I am being contracted to provide statistical analysis which might include writing a report and giving testimony. Please include both compensation and The court allowed a motion for $2,500. Depending on what is found in the data analysis, the obligations, etc. project could further require additional funds. 1 approximate the addition… | 2021/Fowler,_Mary_8.6.2021_-_CMR_6.08(2).pdf | ||
| 00abe309829f9ab540f3bfe9209640e026a2b5b36477970c25933cadc3394fb8 | 2023/Payano,_Pavel._1.9.23_-_CMR_5.08(2)(d)2.pdf | 2023 | Pavel Payano | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Pavel Payano public employee: Title/ Position State Senator Agency/ Department Massachusetts Senate Agency address: 24 Beacon St. Room 222 Boston, MA 02133 Office phone: 617-722-1604 Office e-mail: Pavel.payano@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. ______ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _________________________ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I will be joining other Massachusetts legislative officials in traveling to San Miguel, traveling. Azores, and Lisbon, Portugal, to meet with Portuguese and United States officials and discuss issues of importance to Portugal and Massachusetts, including economic development, educational partnerships, maritime security, and green energy initiatives. Describe your participation in the I will meet with Portuguese and United States officials to discuss these issues of activity. mutual interest. Date, time and location January 9 - 17, 2023 of activity. San Miguel, Azores (January 9 - 13) Lisbon, Portugal (January 13 - 17) I will be attending this trip from January 9 to 17, 2023. Please explain how the Massachusetts is home to a large Portuguese-American community, and there are activity will promote the significant economic, cultural, educational, and other issues of mutual interest to interests of the Portugal and Massachusetts. Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that The Luso-American Development Foundation (FLAD) will be paying for in-country offered to reimburse… | 2023/Payano,_Pavel._1.9.23_-_CMR_5.08(2)(d)2.pdf | |
| 00af14052db99c1d66016ce6fd71792d9957e5572e48058693cb7f7a3744219d | 2020/Kurland,_Jacquie_Corrected_Dis._3.17.2020_6.pdf | 2020 | Jacquie Kurland | Chancellor's Office | University of RECEIVED Massachusetts STATE ETHICS COMMISSION Office of the Chancellor Amherst 2020 MAR 17 PM 2: 13 March 12, 2020 Legal Division State Ethics Commission One Ashburton Place Boston, MA 02108 RE: Disclosure under M.G.L. Chapter 268A, Section 6 Dear Sir/Madam: Pursuant to M.G.L. Chapter 268A, Section 6, I enclose the following documents for filing with the Ethics Commission as required under the statute: 1. Disclosure of Financial Interest form and Memorandum, dated February 13, 2020, from Associate Professor Jacquie Kurland to request permission to extend appointment of her spouse, Polly Stokes, as a part-time (8 hours/week) Speech Language Pathologist/Lab Manager for an additional 12-month period of bridge funding (March 22, 2020 - March 21, 2021) pursuant to her recently awarded Faculty Research Grant. 2. My letter of determination, dated March 12, 2020, which permits Associate Professor Jacquie Kurland to extend appointment of her spouse, Polly Stokes, as a part-time (8 hours/week) Speech Language Pathologist/Lab Manager for an additional 12-month period of bridge funding (March 22, 2020 - March 21, 2021) pursuant to her recently awarded Faculty Research Grant. Very truly yours, KUSunnamy Kumble R. Subbaswamy Chancellor Enclosures University of Massachusetts 374 Whitmore Administration Building, 181 Presidents Drive Amherst, MA 01003-9313 413.545.2211 fax: 413.545.2328 www.umass.edu DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Jacquie Kurland Title or Position: Associate Professor State Agency: University of Massachusetts Amherst Agency Address: Dept. of Communication Disorders 358 North Pleasant Street 2020 MAR 17 PM 2: 14 STATE ETHICS COMMISSION RECEIVED Amherst, MA 01003 Office Phone: (413) 545-4007 Office E-mail: jkurland@comdis.umass.edu My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am dis… | 2020/Kurland,_Jacquie_Corrected_Dis._3.17.2020_6.pdf | |
| 00bd3b53101b96b3f74e2677d21f6cf00b78a397941e4d88a78c4fc47bbf8c83 | 2015/NunnellyMark_2.pdf | 2015 | Mark Nunnelly | Governor's Office | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINA NCIAL INTEREST AND DETERMINATION BY APPOIN TING AUTHORITY AS REQUIRED BY G. Ltd. 268A, STATE EMPLOYEE INFORMATION 2015 MAY 22 § 6 PM12: 40 Name: Mark Nunnelly Title or Position: Commissioner of Department of Revenue ("DOR") Special Advisor for Technology Investment and Competitiveness ("Special Advisor") State Agency: Administration & Finance/(DOR) Governor's Office (Special Advisor) Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 617-626-2201 Office E-mail: nunnellym@dor:state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application. submission, request Changes in the tax code including regulatory and statutory changes, increase/reduce capital gains, for a ruling or other revenue collections, tax credits, tax deductions, tax filing system, review and comment on proposed determination, contract, regulations, review technology systems, and customer service initiatives. claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: E.g., approval, As Commissioner of DOR I will need to review, recommend/disapprove and approve: changes in the disapproval, decision, tax code including regulatory and statutory changes, increase/reduce capital gains, revenue recommendation, collections, tax credits, tax deductions, tax filing system, review and comment on proposed rendering advice, regulations, review technology systems, and customer service initiatives. investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. … | 2015/NunnellyMark_2.pdf | |
| 00c0ba652b96a66aaa1f92fb670b84fda85b7a193a717e08f07e6b04d30a7661 | 2017/McGee,_Thomas_930CMR5.082d2_disclosure_11.28.17.pdf | 2017 | Thomas M. McGee | Massachusetts State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. STATE ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2017 NOV 28 PM 2:16 public employee: Thomas M. McGee Title/ Position State Senator Agency/ Department Massachusetts State Senate Agency address: State House Boston, MA 02133 Office phone: 617-722-1350 Office e-mail: Thomas.mcgee@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity I have been invited to participate in a seminar on Transition and Leadership for Newly which is the reason for Elected Mayors. This is collaboration every two years by Harvard Kennedy School's traveling. Institute of Politics and the U.S. Conference of Mayors. Describe your participation in the As the mayor-elect, I will participate in intensive seminars on major urban policy issues activity. such as public safety, municipal finance, and crisis management, led by prominent scholars and practitioners representing viewpoints from across the political spectrum Date, time and location Tuesday, November 28-Thursday, November 30, 2017 of activity. Two locations for the seminar: The Charles Hotel and the Kennedy Institute of Politics Please explain how the I will participate in intensive seminars on major urban policy issues such as public activity will promote the safety, municipal finance, and crisis management, led by prominent scholars and interests of the practitioners representing viewpoints from across the political spectrum. I will attend Commonwealth, a county workshops that help new mayors take on the practical challenges of urban or a munic… | 2017/McGee,_Thomas_930CMR5.082d2_disclosure_11.28.17.pdf | |
| 00ccb43d526d4f670e7c87d63b2e8725238b0d8156da633e0a2240cb4db2a81f | 2023/Madison_Eric_10.20.23_7(b).pdf | 2023 | Eric H. Madison | Department of Fire Services, Mass Firefighting Academy | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY AS REQUIRED BY G. L. c. 268A, § 7(b) STATE EMPLOYEE INFORMATION Name of state Eric H. Madison employee: Title/ Position Fire Instructor I If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Department of Fire Services, Mass Firefighting Academy Agency Address 1 State Road PO Box 1025 Stow, MA 01775 Office phone: 978-567-3100 Office e-mail: N/A Check one: Elected or Non-elected Starting date as a October 24, 2023 state employee. ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. STATEMENT # 1: I had one of the following financial interests in a contract made by a state Select either STATEMENT #1 or agency before I to… | 2023/Madison_Eric_10.20.23_7(b).pdf | |
| 00d3886121784809ec81f1d9bf70ce7aa498cf8fe544f2a63b486db4b46869be | 2014/Hindle,_Lori_section_6_disclosure_2014-10-16.pdf | 2014 | Lori Hindle | EXECUTIVE OFFICE FOR ADMINISTRATION AND FINANCE | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Lori Hindle Title or Position: Director of Intergovernmental Affairs State Agency: Executive Office for Administration and Finance Agency Address: State House Room 373 Office Phone: 617-727-2040 Office E-mail: Lori.hindle@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. I interact w/ MassDevelopment w/ respect to the following matters: E.g., a judicial or other TEFRAs - administrative review of eligibility for tax-exempt borrowing by private entities. proceeding, application, volume cap - administrative review of eligibility for tax-exempt borrowing by private entities submission, request I-cubed financings - structure debt for economic development projects pursuant to Ch 293 of Acts for a ruling or other of 2006. determination, contract, board member *** act as back up designee for Secretary's ex officio seat claim, controversy, 100 Cambridge St - review swap termination options on the existing financing charge, accusation, arrest, decision, open checkbook - liaison for on boarding MassDevelopment in the state's system determination, or finding. moral obligation bonds - administrative review of proposed financings pursuant to 801 CMR 56.00 State FInance and Governance Board - review qualified conduit debt transactions on behalf of board, recommend review and/or approval of certain matters described in the regulations I am interviewing w/ MassDevelopment for the Infrastructure and Governmental Finance Specialist Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: Review for adherence to laws… | 2014/Hindle,_Lori_section_6_disclosure_2014-10-16.pdf | |
| 00dd0b89ca237cb15a2422560454141d911b08d4d3c0fa042c0fb2d46ece2190 | 2023/Liqin_Ouyang_3.8.23_-_7(b).pdf | 2023 | LIQIN OUYANG | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY AS REQUIRED BY G. L. C. 268A, § 7(b) STATE EMPLOYEE INFORMATION Name of state employee: LIQIN OUYANG Title/ Position Senior Applications Developer If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Agency Address Office phone: Office e-mail: Check one: Elected or Non-elected Starting date as a 11/16/2009 state employee. ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I took a position as a non-elected state employee. I will continue to have this financial interest in a state con… | 2023/Liqin_Ouyang_3.8.23_-_7(b).pdf | ||
| 00f295da7eef771518d7eaaddb64f142c4b385843c756519079c3627380bd236 | 2017/Flanagan,_Jennifer_5.24.17_-_CMR_5.08(2)(d)2.pdf | 2017 | Jennifer L. Flanagan | Massachusetts Legislature | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. STATE ETHICS RECEIVED COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2017 HAY 24 PM 3:22 public employee: Jennifer L. Flanagan Title/ Position Massachusetts State Senator Agency/ Department Massachusetts Legislature Agency address: The Statehouse Beacon St. Room 312D Boston, MA 02133 Office phone: 617-722-1230 Office e-mail: jennifer.flanagan@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. XX I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and XX A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I will be attending the National Council of Legislators from Gaming States (NCLGS) traveling. 2017 Summer Meeting in Denver, CO. Describe your I will attend meetings, listen to presentations on responsible gaming, internet gaming, participation in the lotteries, learn about state and federal regulations on these subject as well as activity. emerging forms of gaming. Date, time and location June 9-11 2017 of activity. June 9, 2017- 8:AM start June 11, 2017 10:30AM end The Westin Denver Downtown 1672 Lawrence St. Denver, CO 80202 Please explain how the As the senate point person on legalized gaming in Massachusetts, it is my activity will promote the responsibility to connect, share and learn all that I can on this issue. This is an interests of the opportunity to share information and ideas from legislators from across the United Commonwealth, a county States. I will bring the lessons I learn back to my senate and house colleagues and to or a municipality. the citizens I represent. I am hopeful that the legislature will make more informed decisions on… | 2017/Flanagan,_Jennifer_5.24.17_-_CMR_5.08(2)(d)2.pdf | |
| 01042cdeed57e385005a796f5b67e33f5fb2ed2a3499809b69a65d9c4c5f9be2 | 2019/Levine,_Amanda_10.18.19_-_6.pdf | 2019 | Amanda Levine | FW Parker Charter Essential School | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Amanda Levine Title or Position: Spanish Domain Leader and Teacher State Agency: FW Parker Charter Essential School Agency Address: 49 Antietam St., Devens, MA 01434 Office Phone: 978.772.3293 Office E-mail: mlevine@theparkerschool.org My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Contract with travel company for a field trip to Mexico with students. proceeding, application, submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: I was one of the individuals who selected the travel company, Interact Travel, to contract E.g., approval, with to organize a trip with students to Mérida, Mexico, in April of 2020. disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Please explain the financial interest and include a dollar amou… | 2019/Levine,_Amanda_10.18.19_-_6.pdf | |
| 010d2abeab8aed92b688a439d0edd37a544c3c28abe0d8a10fc483c28e7752cf | 2019/Rodrigues,_Michael_930CMR5.082d2_disclosure_5.23.19.pdf | 2019 | Michael J. Rodrigues | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Michael J. Rodrigues 2019 MAY 23 PH 2:09 Title/ Position Chair, Senate Ways and Means Committee Agency/ Department Massachusetts Senate Agency address: 24 Beacon Street, Boston, MA 02133 Office phone: 617-722-1114 Office e-mail: Michael.Rodrigues@masenate.gov. Write an X to confirm I I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for Travel to Lisbon, Portugal to join elected political leaders to participate in the traveling. Luso-American Legislators Dialogue. This meeting brings together Portuguese and Portuguese-American elected officials. Describe your participation in the Meeting with Fundacao Luso-Americana, (FLAD) President Rita Faden, activity. George Glass, United States Ambassador, Vasco Cordeiro, President of the Azores Pedro Siza Vieira, Minister in the Cabinet of the Prime Minister and of Economy Francisco Seixas da Costa, Ambassador Paulo Portas, former Deputy Prime Minister Rui Rio, President of the Social Democratic Party Marcelo Rebelo de Sousa, President of the Portuguese Republic Date, time and location of activity. May 30 and May 31, 2019, Lisbon, Portugal Please explain how the activity will promote the This activity will promote the bilateral relationship between the United States and interests of the Portugal Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that Rita Faden, President offered to reimburse, Fundacao Luso-Americana, FLAD waive or pay you… | 2019/Rodrigues,_Michael_930CMR5.082d2_disclosure_5.23.19.pdf | |
| 0115fbd0e3c58628879484e40b2100a9d25f37e1ed3c4ef7e1e29f673b003dce | 2025/Gillen,_Michele_section_6_disclosure_4.18.25.pdf | 2025 | Michele Gillen | WATER RESOURCES MASSACHUSETTS WATER RESOURCES AUTHORITY Deer Island 33 Tafts Avenue STATE MASSACHUSETTS Boston, MA 02128 2025 APR 18 AM 10: 17 Frederick A. Laskey Telephone: (617) 242-6000 Executive Director Fax: (617) 788-4899 TTY: (617) 788-4971 April 14, 2025 State Ethics Commission One Ashburton Place, Room 619 Boston, Massachusetts 02108 Re: MWRA - Disclosures/Determinations Under M.G.L. C. 268A Dear Sir or Madam: Enclosed for filing, please find copies of executed disclosure forms pursuant to the provisions of M.G.L. C. 268A, §6, for Frederick Laskey, Executive Director; Carolyn Francisco Murphy, General Counsel; Michele Gillen, Director, Administration; and Wendy Chu, Director, Human Resources, disclosing potential financial interests regarding a review of employee benefits and potential recommendations for changes to policies and practices concerning employee benefits, along with the requisite Appointing Authorities' determinations approving the aforementioned employees' participation in the disclosed actions. Thank you for your attention to this matter. Please do not hesitate to contact me should you have any questions concerning the enclosed disclosure forms. Sincerely, Kimberly A Whenon Kimberley A. McMahon Associate General Counsel Kimberley.McMahon@mwra.com Enclosures DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Michele Gillen Title or Position: Director, Administration State Agency: Massachusetts Water Resources Authority Agency Address: 33 Tafts Avenue, Boston, MA 02128 Office Phone: 617-788-2550 Office E-mail: Michele.Gillen@mwra.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter To review benefits provided to employees under collective bargaining agreements a… | 2025/Gillen,_Michele_section_6_disclosure_4.18.25.pdf | ||
| 011c3b414b09d5d877efbe7b687d496ae67f5f0b5944af3ea9bdd9c53c77803a | 2022/Owusu_Michael_11.15.22_7(b).pdf | 2022 | Michael OWOSU | DMH | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY RECEIVED AS REQUIRED BY G. L. c. 268A, § 7(b) STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2022 NOV 14 PM 12:47 Name of state employee: Michael OWOSU Title/ Position Mintal health worker If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department DMH Agency Address worcester Recovery Center and Hospital 309 Belmontst. Workster ma 01609 Office phone: Office e-mail: michael.Y.owusu.@mass.gov Check one: Elected or Non-elected Starting date as a state employee. 10/24/22 ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. STATEMENT #1: I had one of the following financial interests in a contract made by a state Select either agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and 1 am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one of the following financial interests in a contract made by a sta… | 2022/Owusu_Michael_11.15.22_7(b).pdf | |
| 0123d823c927138b6153f5b5b1fd7e6105de61944a25a0159d008febf6c032be | 2015/Giroux,_Melissa_12.28.15.pdf | 2015 | melissa GiRoux | Department of TRUNSITIONAL Assistance | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST RECEIVED IN A CONTRACT TO PROVIDE SOCIAL SERVICES TATE ETHICS COMMISSION PURSUANT TO 930 CMR 6.07 2015 DEC 28 AM IO: 23 STATE EMPLOYEE INFORMATION Name of state employee: melissa GiRoux Title/ Position: Benefits eligibility Referred Societ worker ( ) ) Agency/Department: Department of TRUNSITIONAL Assistance Agency Address: 95 Linerty St springfieu) MA 01103 Office phone: (413)858-1032 Office e-mail melisa.GIROGY@MUSSMaiL.StaTe.MA.US I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office: Executive Office of Public Safety and Security. Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: To provide personal services to a person or persons who receive services from, or have services paid for by, these stale agencies: or To provide educational services lo people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. Please identify the state agency that fun… | 2015/Giroux,_Melissa_12.28.15.pdf | |
| 013348ad3e67cbcad302492898a4ff37185c438503ed98678b9282077ac86677 | 2020/Low,_Jeffrey_Tyler_2.27.2020_6.pdf | 2020 | Jeffrey Tyler Low | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY CUMM. AS REQUIRED BY G. L.c. 268A, § 6 2020 FEB 27 AM 10: 34 STATE EMPLOYEE INFORMATION Name: Jeffrey Tyler Low Title or Position: Head Mer's LACrosse Coach State Agency: Umass BOSTON Athletics Agency Address: Clark Athletic Center, 100 Morrissey Blvd, Baston, MA 02125 Office Phone: 617-287-7886 Office E-mail: Tyler.Low@cmB.edu. My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other My Brother, spencer Low, would be paid proceeding, application, as an Assistant lacrosse Coach here at submission, request for a ruling or other determination, contract, Umais BOSTON. claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: / am the head mens lacrosse coach E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a person or organization, and the person or organization has a financial interest in the matter. nancial interest Please explain the financial interest and include a dollar amount if you know it. I the matter spencer Low would be compensated $ 1,000 Employee sig… | 2020/Low,_Jeffrey_Tyler_2.27.2020_6.pdf | ||
| 01346ce52db65d754df25519d9f46dc3b73bb9b75b6b71389a3e8cd76d74f3d0 | 2021/Theoharides,_Kathleen_section_6_disclosure_11.1.21.pdf | 2021 | Kathleen Theoharides | Office of the Governor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 STATE EMPLOYEE INFORMATION Name: Kathleen Theoharides Title or Position: Secretary of Energy and Environmental Affairs State Agency: Executive Office of Energy and Environmental Affairs Agency Address: 100 Cambridge St. Suite 900 Boston, MA 02114 Office Phone: 617-626-1000 Office E-mail: Kathleen.theoharides@mass.gov. My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter As part of the FY2022 budget, the Legislature appropriated $13,539,987 "[f]or the operation of the office of the secretary of energy and environmental affairs provided further, that not less than E.g., a judicial or other $1,000,000 shall be expended to provide grants to non-profit organizations to support offshore wind proceeding, application, innovation and ecosystem acceleration and to support pilot studies or prototyping in offshore wind submission, request innovation in partnership with public higher education institutions or marine science non-profit for a ruling or other organizations = The particular matter in which my duties require me to participate is the determination, contract, disposition of this earmark. EOEEA has not yet determined which non-profit organizations, if any, claim, controversy, should receive grants under this earmark or decided on a process to make that determination. charge, accusation, arrest, decision, Greentown Labs, Inc. has requested "$750,000 (as earmarked in the Office of the EOEEA determination, or finding. Secretary's line item 2000-0100) to support the formation, launch and initial programming associated with the Offshore Innovation Initiative." This proposal seeks to "(1) identify and deploy the innovative solutions needed to support [offshore wind] industry grow… | 2021/Theoharides,_Kathleen_section_6_disclosure_11.1.21.pdf | |
| 0137f934069d73e0c1ae9d659957a94d644b0e46395cc4a8e7a566c012f17f36 | 2018/Pirelli,_Nicholas_9.21.18_-_7(d).pdf | 2018 | Nicholas R Pirelli | DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT ECEIVED AS REQUIRED BY G. L. c. 268A, § 7(d) Expenses IMMISSION SPECIAL STATE EMPLOYEE INFORMATION 2018 SEF 21 PH L: 04 Name of special Nicholas R Pirelli state employee: I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position State University Instructor If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. State Agency/ This is "my State Agency." Department: Bridgewater State University Agency Address: 131 Summer Street Bridgewater, MA 02325 Office phone: 508-531-1442 Office e-mail: n1pirelli@bridgew.edu Check one: Elected or Non-elected Starting date as a September 1, 2018 special state employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. Select either STATEMENT #1 or STATEMENT #1: I had a financial interest in a contract made by a state agency before I was elected to a compensated special state employee position. I will continue to have this financial STATEMENT #2. interest in a state contract. STATEMENT #2: I will have a new financial interest in a contract made by a state agency… | 2018/Pirelli,_Nicholas_9.21.18_-_7(d).pdf | ||
| 013946004810a3069dba73d9c3b584d192b65cb519d622f0da1e69202531ab3d | 2016/Spilka,_Karen_930CMR5.082d2_disclosure_12.9.16.pdf | 2016 | Karen E. Spilka | Senate, Senate Committee on Ways and Means | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ETHICS RECEIVED COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION2016 DEC -9 PM 2:46 Name of elected public employee: Karen E. Spilka Title/ Position Massachusetts Senator Agency/ Department Senate, Senate Committee on Ways and Means Agency address: Room 212 State House Boston, MA 02133 Office phone: 617.722.1640 Office e-mail: Karen.Spilka@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for traveling. The Millbank Memorial Fund has arranged a two day symposium in Minneapolis on the subject of health care cost, quality and delivery. Presenters from the fields of government and public health will share lessons learned from Minnesota's efforts in the areas of health care payment and delivery system reform. Describe your participation in the activity. I will attend and participate in discussions regarding Minnesota's health care cost containment efforts and their applicability to similar efforts in the commonwealth. Date, time and location of activity. December 14 - 16, 2016 Commons Hotel 615 Washington Avenue SE Minneapolis, MN Please explain how the activity will promote the This trip will inform our work in the senate as we consider the next steps to take in interests of the health care cost containment policy. Minnesota is of particular interest to our work, Commonwealth, a county given its experience with controlling costs and improving care delivery in the areas of or a municipality. managed care, behavioral health, and long term services and supports. … | 2016/Spilka,_Karen_930CMR5.082d2_disclosure_12.9.16.pdf | |
| 0139756a38f318d448e03fccfec7637c1c3510a4c8cd2f1eb24a2746893776fe | 2012/skarinKathleen6.7.19(2).pdf | 2012 | Kathleen Skarin | Middlesex Sheriff's Office | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL AND DETERMINATION AS REQUIRED BY BY APPOINTING G. L.c. 268A, AUTHORITYE § 6 ANTHICST COMMISSION STATE EMPLOYEE INFORMATION 2012 JUL 19 AM 9:47 Name: Kathleen Skarin Title or Position: Chief of Staff State Agency: Middlesex Sheriff's Office Agency Address: 400 Mystic Avenue Medford, MA 02155 Office Phone: 781-960-2800 Office E-mail: kgskarin@sdm.state.ma.us My duties require me to participate in a particular matter, and 1 may not participate because of a financial interest that 1 am disclosing here. I request a determination from my appointing authority about how 1 should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other proceeding, application, Decision about an increase in salary for at-will employees. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required participation in the particular matter: As the Chief of Staff, I am required to participate in matters relating to employee salaries. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. __X_ I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement conceming future employment with a person or organization, and the person or organization has a financial interest in the matter. Financial interest Because I am an at-will employee, my salary will be impacted by the decision. It is likely in the matter that the increase in my salary will be less than $1,300. Employee signature: Date: Kathleng 6/28/2012 Skann DETERMINATION BY APPOINTING OFFICIAL APPOINTING AUTHORI… | 2012/skarinKathleen6.7.19(2).pdf | |
| 014c43af8f043ef99ad5576833dd868820df2b83892ad13f72c77b032ba37daa | 2017/Rodrigues,_Michael_4.13.17_-_CMR_5.08(2)(d)2.pdf | 2017 | Michael J. Rodrigues 2017 APR 13 PM 3: 44 | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED ELECTED PUBLIC EMPLOYEE INFORMATION ATE ETHICS COMMISSION Name of elected public employee: Michael J. Rodrigues 2017 APR 13 PM 3: 44 Title/ Position Majority Whip State Senate Agency/ Department Massachusetts Senate Agency address: 24 Beacon Street, Boston, MA 02133 Office phone: 617-722-1114 Office e-mail: Michael.Rodrigues@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for Travel to Lisbon, Portugal to join elected political leaders to participate in third edition traveling. of the Luso-American Legislators Dialogue. This meeting brings together Portuguese and Portuguese-American elected officials. Describe your participation in the Meeting with Fundacao Luso-Americana, (FLAD) President Vasco Rato, Herro activity. Mustafa, Deputy Chief of Mission of the USA Embassy in Portugal, Minister of Sea, Ana Paula Vitorino, Minister of Culture, Luís Filipe de Castro Mendes, Pedro Passos Coelho, President of the Social Democratic Party, Robert A. Sherman, Former U.S. Ambassador in Portugal, and Ângelo Ramalho, CEO of EFACEC, Eduardo Cabrita, Minister Assistant, Rui Moreira, Mayor of Porto, and Maria do Céu Albuquerque, Mayor of Abrantes, Marcelo Rebelo de Sousa, President of the Portuguese Republic, Jorge Sampaio, Former President of Portugal Date, time and location of activity. April 21-24, 2017, Lisbon, Portugal Please explain how the activity will promote the This activity will promote the bilateral relationship between the United States and interests of th… | 2017/Rodrigues,_Michael_4.13.17_-_CMR_5.08(2)(d)2.pdf | |
| 014f5bb93f8a1c9b5b21c5d7f17d0299bb7490856b31c91d109fa3ab0490a6cf | 2014/ConroyThomas_10.10.14.pdf | 2014 | Thomas P. Conroy | Massachusetts Legislature | DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, § 23(b)(3) RECEIVEDMISSION Name: Thomas P. Conroy STATE ETHICS Title or Position: State Representative 2014 OCT 10 PM 3:03 Agency/Department: Massachusetts Legislature Agency address: The State House Boston MA 02133 Office Phone: 617-722-2014 Office E-mail: Thomas.conroy@mahouse.gov I am expected to perform my official duties as a state, county, or municipal employee, and I have a relationship or affiliation with a person or organization involved. I am filing this disclosure to dispel the appearance that the person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I would be likely to act or fail to act as a result of kinship, rank, position or undue influence of any party or person. Describe the issue that is coming before Any particular legislative matter on which the Massachusetts Taxpayers Foundation has you for decision or taken a publicly-announced position or point of view. action. What responsibility do you have for State Representative taking action or making a decision? Describe your relationship or I have applied for a job at the Massachusetts Taxpayers Foundation and am actively affiliation with pursuing it. someone involved. Optional: Facts indicating there is no need for concern about undue favoritism or improper influence. Write an X to confirm & Taking into account the relationship or affiliation that I have disclosed above, I feel this statement. Employee signature: 70mm that I can perform my official duties objectively and fairly. Date: 9/30/14 Ninal, awended 10/9/14 Attach additional pages if necessary. Not elected to your public position - file with your appointing authority. Elected state or county employees - file with the State Ethics Commission. Members of the General Court - file with the House or Senate clerk or the State Ethics Commission. Elected municipal employee - file with the City Clerk or Town Clerk. Elected regional school committee membe… | 2014/ConroyThomas_10.10.14.pdf | |
| 01589986b00b7a8f9165e09e2f3ae08f204857686c40dd7f5675e0027680f3aa | 2018/Pavlos,_Carlene_1.22.18_-_6.pdf | 2018 | Carlene Pavlos | DPH | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY RECEIVED AS REQUIRED BY G. L. c. 268A, § 6 STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION 2018 JAH 22 PH 1: 15 Name: Carlene Pavlos Title or Position: Director, Bureau of Community Health and Prevention State Agency: Massachusetts Department of Public Health Agency Address: 250 Washington Street, 5th Floor, Boston, MA 02108 Office Phone: 617 624 5491 Office E-mail: Carlene.pavlos@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other I am the Bureau Director for Community Health and Prevention which interacts with the proceeding, application, Massachusetts Public Health Association in a variety of ways. For the purposes of this disclosure, submission, request the most important of these is that we provide MPHA with a contract of approximately $100,000 for a ruling or other through the Preventive Health and Health Services Block Grant. I have been contacted about determination, contract, claim, controversy, applying for the position of Executive Director of the MPHA and will be exploring this opportunity. charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As the Bureau Director, I oversee the manager of the Preventive Health and Health E.g., approval, Services Block Grant and the manager who oversees the MPHA contract. I am involved disapproval, decision, in multiple conversations with MPHA staff on a variety of public health issues which recommendation, overlap with the scope of the Bureau and their contract supports public health capacity- rendering advice, building a… | 2018/Pavlos,_Carlene_1.22.18_-_6.pdf | |
| 0164ac86f8b57fa1d87f38f88e52cbe0a67167677a0a1b413bb386e7739a7b42 | 2022/Hawley-Inacio_Theresa_8.15.22_-_7(d).pdf | 2022 | Theresa TheresaHawley-Inacid Hawley 2022 AUG 15 AH AM10: 53 | DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. C. 268A, § 7(d) SPECIAL STATE EMPLOYEE INFORMATION STATE ETHICS RECEIVED COMMISSION Name of special state employee: Theresa TheresaHawley-Inacid Hawley 2022 AUG 15 AH AM10: 53 I am a special state employee because: Put an X beside one I serve in a state position for which no compensation is provided. statement. 1 am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. 1 work for a company or organization which has a contract with a state agency, and 1 am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Assistant professor of Nursing at Springfield Technical Community College (position ending this month /August 2022) If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. State Agency/ This is "my State Agency." Department: springfield Technical community Colles Armory Square Springfield MA Agency Address: / Armory Square springfield MA 01105 Office phone: 413 781 7822 HR: 413-755-4489 Office e-mail: trhawleyinacib@stre.edu If tjlove abol@stec.edu Check one: Elected or Non-elected Starting date as a Iam leaving the STCC faculty position to work at Western special state employee. Mass Hospital this month la state DPH facility). the transition day should be simultaneous/ immodiate. Iam working at the BOX # 1 ELECTED SPECIAL STATE EMPLOYEE hospital starting 8/13/2 TRU I am… | 2022/Hawley-Inacio_Theresa_8.15.22_-_7(d).pdf | ||
| 01755f1ceb305b35b3abe2d1e1d22bf41d572831748310a01c6f9c89059abde8 | 2017/Puppolo,_Jr.,_Angelo.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public Angelo J. Puppolo, Jr. official: Public official State Representative position: Public office State House, Room 236 address: Boston, MA 02133 Office Phone: 617-722-2430 Office E-mail: Angelo.puppolo@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. 1 understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The General Court intends to consider the issue of compensation adjustments for certain to be taken: public officials, including constitutional officers and legislators. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial Interest and Include the dollar amount if you know it. involved: As a committee member and as a state representative from Springfield, my compensation may be adjusted. Public official's signature: Adamy Date: 1/23/2017 Attach additional pages If necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2017/Puppolo,_Jr.,_Angelo.pdf | |||
| 017dc4fb928cbf2c6ccfaa89abd5e8940dcd48f981eb974eae152285960cf520 | 2019/Lovely,_Joan_B._930CMR5.082d2_Disclosure_6.17.19.pdf | 2019 | Joan B. Lovely | Massachusetts State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. DATE ED ETHICS COMMISSIC ELECTED PUBLIC EMPLOYEE INFORMATION 2019 JUN / PB 2: 40 Name of elected Joan B. Lovely public employee: Title/ Position Senator Agency/ Department Massachusetts State Senate Agency address: State House, Room 413-A Boston, MA 02133 Office phone: (617) 722-1410 Office e-mail: Joan.lovely@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I was invited and agreed to serve on the "Interventions to Save Lives" subcommittee traveling. for the CSG Healthy States National Task Force. I will travel to Lexington, Kentucky for the first meeting of this subcommittee. Describe your participation in the I will be serving as a member of the subcommittee and attending workshops and activity. events offered as part of the subcommittee meeting. Date, time and location of activity. June 17, 2019 June 19, 2019, Hyatt Regency Lexington, 401 West High Street Lexington, KY 40507 Please explain how the activity will promote the The subcommittee will be exploring emerging policy and best practices in the field of interests of the preventive health and medicine. As a member, I will have the opportunity to learn Commonwealth, a county or a municipality. from other legislators and policy specialists from around the country and bring that knowledge back to Massachusetts to share with the Senate and legislature as we continue to work on these issues. TRAVEL EXPENSES Identify the person or organization that The Council of State Governments offered to reimbur… | 2019/Lovely,_Joan_B._930CMR5.082d2_Disclosure_6.17.19.pdf | |
| 01877905b1d8410ad212674f39fb6b93b390398d22a2aba803390015445ba09d | 2017/Posada,_Elliot_3.17.17_-_7(b).pdf | 2017 | ELLIOT POSADA | MASSACHUSETTS TRIAL COURT/SECURITY DEPARTMENT | 03/10/17 11:27PM EST '6177162120' 6177235851 Pg 1/4 DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING REENCYED ETHICS COMMISSION AS REQUIRED BY G. L. C. 268A, $ 7(b) STATE EMPLOYEE INFORMATION 2017 MAR 17 PM 4:24 Name of state employee: ELLIOT POSADA Title/ Position ASSISTANT CHIEF COURT OFFICER If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. If it applies to you. Agency/ Department MASSACHUSETTS TRIAL COURT/SECURITY DEPARTMENT Agency Address THREE PEMBERTON SQUARE, 15TH FLOOR BOSTON, MA 02108 Office phone: 617-788-8584 Office e-mail: jason.dickie@jud.state.ma.us Check one: Elected or Non-elected Starting date as a state employee. 6/29/1994 ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. Select either STATEMENT #1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I was elected to my compensated state employee position. I will continue to have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial Interest In a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STA… | 2017/Posada,_Elliot_3.17.17_-_7(b).pdf | |
| 018a953446efd2164e267f0ebb0c19877d57c130f5e6bccb79d051a6bdf56c7d | 2023/Finegold_Barry_3.7.23_-_6A.pdf | 2023 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public Barry Finegold official: Public official State Senator position: Public office Massachusetts State House address: 511-A 24 Beacon Street Boston, MA 02133 Office Phone: 617-722-1612 Office E-mail: Barry.Finegold@masenate.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The Senate will take action on S.23, which will, in part, allow for certain legal documents to be to be taken: remotely notarized. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I have a financial interest in a law firm with a real estate practice that has an interest in the ability to remotely notarize documents to serve its clients. I also own and manage commercial real estate and residential rental housing property as a landlord. Public official's signature: Barry R. Inegold Date: 3/7/23 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2023/Finegold_Barry_3.7.23_-_6A.pdf | |||
| 018da7f9431ef06350f2c0eb4bd7d7ab18c58da38edff24058128b676c8199ee | 2014/Benison,_Martin_section_6_disclosure_2014-10-16.pdf | 2014 | Martin J Benison | Office of the Governor | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY ETHICS AS REQUIRED BY G. L. c. 268A, § 6 COMMISSION STATE EMPLOYEE INFORMATION 2014 OCT 16 An IU. 38 Name: Martin J Benison Title or Position: Comptroller of the Commonwealth State Agency: Office of the Comptroller Agency Address: Room 901 One Ashburton Place Boston Ma., 02108 Office Phone: 671 973 2315 Office E-mail: Martin.benison@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other As my term as Comptroller concludes January 8, 2015,I plan to discuss my future employment with proceeding, application, various individuals. Some ot these discussion will include conversations or meetings with people submission, request working for companies that are doing business with the Office of the Comptroller Where my for a ruling or other participation involves a particular matter, such as the review or approval of a contract, that may or determination, contract, will likely have an impact on that company's financial interest, I want to make required disclosures claim, controversy, under section 6 of Chapter 268A, charge, accusation, arrest, decision, determination, or finding. See attached memo. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: See attached memo. E.g., approval, disapproval, decision, recommendation, rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. 1 am an officer, director, trustee, partner or e… | 2014/Benison,_Martin_section_6_disclosure_2014-10-16.pdf | |
| 01911152a1d5c45b2dfad58633bc2c9371ad1e24eefd47202d79862bd81d54c9 | 2019/Lesser,_Eric_Section_23_disclosure_3.1.19.pdf | 2019 | Eric P. Lesser 2019 MAR - I PM 3: 14 | Massachusetts Legislature | DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. c. 268A, § 23(b)(3) RECEIVED PUBLIC EMPLOYEE INFORMATION TE THICS CUMMISSION Name of public Eric P. Lesser employee: 2019 MAR - I PM 3: 14 Title or Position: Senator, First Hampden & Hampshire District Agency/Department: Massachusetts Legislature Agency address: State House, Room 413C Boston, MA 02133 Office Phone: (617) 722-1291 Office E-mail: Eric.lesser@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue The Massachusetts film tax credit incentive program may be the subject of an that is coming before amendment, or amendments, related to the General Appropriations Act, or other you for action or legislation. decision. What responsibility As member of the Massachusetts Senate, I may vote on an amendment, or amendments, do you have for to the General Appropriations Act, or other legislation regarding the Massachusetts film taking action or tax credit incentive program. making a decision? Explain your I serve as a consultant to Home Box Office Inc. in order to provide advice and review of relationship or ongoing scripts for the television show Veep. I do not believe that my work will result in affiliation to the any improper influence or undue enjoyment or influence, in the performance of my official person or duties. organization. How do your official I am submitting this disclosure in an abundance of caution, as no current conflicts exist. I actions or… | 2019/Lesser,_Eric_Section_23_disclosure_3.1.19.pdf | |
| 01a0dc6fb7016720213dfa65320c3a769f1f36488110df250f1c4cba993e6cbf | 2018/Van_Der_Linden,_Vincent_9.17.18_-_7(b).pdf | 2018 | Vincent Van Der Linden 2010 SEP 17 11 AM11:59 | Department of Mental Health | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY AS REQUIRED BY G. L. C. 268A, § 7(b) RECEIVED TATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name of state Vincent Van Der Linden 2010 SEP 17 11 AM11:59 employee: Title/ Position Staff Investigator If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Department of Mental Health Agency Address 25 Staniford Street Boston, MA 02114 Office phone: 617-626-8147 Office e-mail: Vincent.vanderlinden@massmail.state.ma.us. Check one: Elected or Non-elected Starting date as a state employee. May 22, 2016 ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. Select either STATEMENT #1: I had one of the following financial interests in a contract made by a state agency before I was elected to my compensated state employee position. I will continue to STATEMENT #1 or have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an X My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one of the following financial intere… | 2018/Van_Der_Linden,_Vincent_9.17.18_-_7(b).pdf | |
| 01af939693e3c528883604efd21e00c62bafec35ea7063f2c6f5a1f39703fe90 | 2015/Donatopaul.pdf | 2015 | April 27, 2015 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I write to disclose that I am an active state employee who receives or could receive health insurance through the Group Insurance Commission. Pending before the House of Representatives are two floor amendments relative to the FY'2016 budget: Amendment 403 has the effect of setting a 25% contribution rate for health insurance coverage for all active state employees. Amendment 903 has the effect of setting a 20% contribution rate for health insurance coverage for all active state employees. If adopted, changes to the contribution rates for state employees may have an effect on my personal financial interests which is different from the effect on the general public. I make this disclosure pursuant to G.L. c. 268A § 6A and consider it public in nature. Sincerely yours, Banl Hinats State Representative | 2015/Donatopaul.pdf | |||
| 01c513249d4b3623f3f8fbf2571f9b8cf99d1812e7a6b3503b6b30372f04ca78 | 2017/Brownsberger,_William_930_CMR_5.083b_5.16.17.pdf | 2017 | William Brownsberger | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(3)(b) STATE RECEIVED COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected 2017 MAY 15 PH 4:55 public employee: William Brownsberger Title/ Position Massachusetts State Senator Office: Massachusetts State Senate Office address: Massachusetts State House, Room 504 24 Beacon Street Boston, MA 02133 Office phone: (617) 722-1280 Office E-mail: william.brownsberger@masenate.gov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. > A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. Massachusetts Bicycle Coalition 40th Anniversary Celebration Describe your participation in the Attending reception event. Date, time and location of event. Date: Tuesday, May 16, 2017 from 5:30 - 9:30 PM Location: John Hancock Financial, 601 Congress Street, Boston, MA 02210 EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that Massachusetts Bicycle Coalition offered to reimburse, pay or waive expenses. Address of person or organization. 50 Milk Street, 16th Floor Boston, MA 02109 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Admission: Admission, tickets, etc. General Admission: $75 Other (please list): Refreshment, entertainment, etc. Total: $75 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a … | 2017/Brownsberger,_William_930_CMR_5.083b_5.16.17.pdf | ||
| 01c56b24a7186addefd8d2edd9892dd3b77dc8221b4f2c938abd28d73945ebee | 2013/PatrickDeval10.22.13(2).pdf | 2013 | Deval L. Patrick | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT EIVED SERVING A LEGITIMATE PUBLIC PURPOSE TE ETHICS COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 2013 OCT 22 PM 2:20 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Deval L. Patrick Title/ Position Governor Office: Office of the Governor Office address: State House Room 360 Boston, MA 02133 Office phone: (617) 725-4000 Office E-mail: I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. The Boston Philharmonic Orchestra is having a special performance of Beethoven's 9th Symphony to honor victims of the Boston Marathon bombing and first responders. Originally scheduled for April 19, the day of the lockdown following the bombings, this rescheduled performance is intended to celebrate the resilience of the community. Describe your participation in the I will be attending as a guest of Benjamin Zander and the Boston Philharmonic event. Orchestra. Date, time and location September 30, 2012 of event. 8PM Symphony Hall EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that Benjamin Zander offered to reimburse, Conductor pay or waive Boston Philharmonic Orchestra expenses. Address of person or 295 Huntington Ave., Suite 210 organization. Boston, MA 02115 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. N/A Meals: Breakfast, lunch, dinner, special events. N/A Admission: Admission, tickets, etc. $100 Other (please list): Refreshment, entertainment, etc. N/A Total: $100 Having disclosed the facts above, I determine that: For t… | 2013/PatrickDeval10.22.13(2).pdf | ||
| 01cfe858bd8e94acb24ae5737e83be471906cd19bd280da634d2cb8769d3dbb7 | 2021/Ivas_Steve_11.8.2021_-_19.pdf | 2021 | Steve Ivas | RECEIVED STATE ETHICS COMMISSION 2021 NOV -8 PM 12: 04 November 1, 2021 Massachusetts Ethics Commission One Ashburton Place Suite 619 Boston, MA 02108 Re: Steve Ivas/Cohasset Conservation Commission Dear Sir/Madam: With respect to the above referenced matter, enclosed herewith please find my report to the State Ethics Commission regarding a potential conflict. As is indicated in the Disclosure By Non-Elected Municipal Employee of Financial Interest, I am disclosing a potential conflict, which the Agent of the Conservation Commission brought to my attention by letter dated October 12, 2021. It set out below the salient facts to supplement the information in the Disclosure Form: 1. In March of 2020, I was retained by Marieke Berndsen, Daniel Rose III and Elizabeth Graham (hereinafter clients) to assist them in proposed work within the jurisdiction of the Cohasset Conservation Commission. 2. On March 18, 2021, I prepared and filed a Notice of Intent for my clients before the Cohasset Conservation Commission. Over the course of the new few months, I appeared at several public hearings for the clients. 3. After the last appearance before the Cohasset Conservation Commission for the clients, I was asked to serve as Interim Conservation Agent for the town of Cohasset. 4. Specifically, I was appointed Interim Conservation Agent for the Town of Cohasset from May 21, 2021 through August 17, 2021. 5. Before August 3, 2021, the Chair of the Conservation Commission requested that I write a final report on the clients' project certifying that the required work was done. 6. On September 13, 2021, I filed the requested report and made no charge to the clients for the same. In sum, I prepared the final report as an accommodation to the Commission and the clients. If such was a violation under MGL C. 268A, such was inadvertent. Should you require any additional information, please contact me. Very truly yours, Stem luat Steve Ivas WBS: jeg ENC. massachusetts ethics commission-ivas 102521 DISCLOSURE BY NON-ELECTED MUNICIPAL EMPLOYE… | 2021/Ivas_Steve_11.8.2021_-_19.pdf | ||
| 01d521fc511cd01d40b3f16fafc986a6c39a272885161cc40afbe98d9ee1140d | 2015/BraunEdward_(2).pdf | 2015 | Bridgewater State University STATE ETHICS COMMISSION DISCLOSURE FORM RECEIVEDMISSION STATE TO: Dana Mohler-Faria, President, Bridgewater State University 2015 JAN 14 AM 9:45 FROM: Professor BRAUN MAHPLS Department RE: Disclosure of Decision to Adopt Instructional Materials That I Have Authored/Published In compliance with the Massachusetts G.L.c.268A, §6, I disclose my intent to adopt the following: Semester: Fall Year: 2014 Day ( ) DGCE ( ) Non-credit check all that apply Course Number and Title: Course enrollment: 60 students in Z sections. Full description of materials (e.g. bibliographic entry for text, workbook, course-pack, CD, etc.): TEXTBOOK: Fundamentals of EASRECISE Physiology 5th Edition If this is a published work sold to students through a 3rd party such as the bookstore: Check all that apply I am the author ( ) I am the editor ( ) Other ( ) I am the co-author ( ) I am the co-editor From the sale of this material to my Bridgewater State University students, I anticipate that I will receive royalties in the amount of $ 500.- See Attached If you are the publisher of this work and are selling it directly to students: From the direct sale of this material to my Bridgewater State University students, I anticipate that I will receive income of $ of which $ is profit. In the event that you determine that this financial interest is sufficiently substantial to warrant assigning to someone else the decision about what course materials should be adopted for use in the course identified above, I agree to allow the Department Chair/Graduate Program Coordinator/Dean to make that decision in my stead. Road Been Signature of Faculty Member August Date 5, 2014 Determination of Bridgewater State University Appointing Authority ( ) I have reviewed this matter and determine that the faculty member's financial interest as disclosed above is not sufficiently substantial to warrant my assigning to someone else the decision about what course materials should be adopted for use in the course identified above. ( ) I have revi… | 2015/BraunEdward_(2).pdf | |||
| 01d8995ad8bdfffee7bb70c6fd5ff002c874cccfc80c1e21c284b48c51008b66 | 2019/Rausch,_Rebecca_930CMR5.082d2_disclosure_9.17.19.pdf | 2019 | Rebecca L. Rausch | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. STATE NECEIVED ETHICS COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION 2019 SEP 17 PM 3:30 Name of elected Rebecca L. Rausch public employee: Title/ Position Senator Agency/ Department Massachusetts Senate Agency address: State House Boston, MA 02133 Office phone: 617 722 1555 Office e-mail: Becca.rausch@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I am traveling to attend the Center for Reproductive Rights' 2019 State Summit. traveling. Describe your participation in the I will be attending panels and meeting with advocates and other policymakers to activity. discuss issues relative to reproductive rights and to learn about law and policy in other states and at the national level. Date, time and location 9/25/2019 from 8:30 AM - - 5 PM of activity. Ronald Reagan Building and International Trade Center 1300 Pennsylvania Avenue Northwest Washington, DC 20004 Please explain how the activity will promote the Attending this event will improve my knowledge of issues relative to reproductive rights interests of the and help me improve my ability to implement and advocate for policies relative to Commonwealth, a county or a municipality. reproductive rights. TRAVEL EXPENSES Identify the person or organization that The Center for Reproductive Rights offered to reimburse, Point of contact: Ashley Gray waive or pay your Tel 917 637 3625 Fax 917 637 3666 Mobile 615 934 2782 travel expenses. Address of person or 199 Water Street, 22nd Floor organization. New York NY 1… | 2019/Rausch,_Rebecca_930CMR5.082d2_disclosure_9.17.19.pdf | |
| 01d9d4dd607a310f029e6f198be58bcf8cfa9121aab95dfc43809dad24cc0fc8 | 2015/GreerJames.pdf | 2015 | James Greer | DYS | ] RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SOCIAL SERVICES 3 AM 10: 09 PURSUANT TO 930 CMR 6.07 STATE EMPLOYEE INFORMATION Name of state employee: James Greer Title/ Position: Groupworker III Agency/Department: DYS Agency Address: 425 Harvard St. Dorchester, MA 02124 Office phone: (617)740-0285 Office e-mail James: e. green state maius I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, Including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: - To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencles; or - To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek- approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1). Service to a state agency I will provide personal or educational services to a state agency listed above, Please identify the state agency and also the Executive Office it is in, if applicable. 2) Service to a provider or - will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. Eliot Community Human Services Please Identify the state agency that funds the provider or organization, and also the … | 2015/GreerJames.pdf | |
| 01de30605ddd0039913ef2a85370a248b6c12d40ddbbecf48bb710e0df13609e | 2014/wolfDaniel6.26(3).pdf | 2014 | Daniel A. Wolf | The Commonwealth of Massachusetts ENSE PETIT OVIETEM MASSACHUSETTS SENATE STATE ETHICS RECEIVED COMMISSION Chairman Vice Chairman STATE ADMINISTRATION AND REGULATORY OVERSIGHT SENATOR DANIEL A. WOLF Cape and Islands District ENVIRONMENT, NATURAL RESOURCES AND AGRICULTURE STATE HOUSE, ROOM 511C BOSTON, MA 02133-1053 COMMUNITY DEVELOPMENT AND SMALL BUSINESS TEL. (617) 722-1570 FAX (617) 722-1271 PUBLIC SERVICE DANIEL.WOLF@MASENATE.GOV TOURISM, ARTS AND www.MASENATE.GOV CULTURAL DEVELOPMENT VETERANS AND FEDERAL AFFAIRS March 4, 2014 Karen Nober Commonwealth of Massachusetts, State Ethics Commission John W. McCormack Office Building 1 Ashburton Place, Room 619 Boston, MA 02108-1501 Dear Ms. Nober, Enclosed please find my completed disclosure form, pursuant to 930 CMR 6.26(3), disclosing my financial interest in two contracts between Cape Air and Massport, an Operating Agreement and a Terminal Lease Agreement, that pre-dated my election. I am also enclosing copies of the contracts for your review. If you have any additional questions about my disclosure or the contracts, please do not hesitate to contact me. Sincerely, Deacy Daniel A. Wolf DISCLOSURE BY PUBLIC EMPLOYEE OF FINANCIAL INTERECEIVED COMMISSION IN A PUBLIC CONTRACT PRE-DATING ELECTION OR APPOINTMENT AS REQUIRED BY 930 CMR 6.26(3) 2014 MAR -4 PM :59 PUBLIC EMPLOYEE INFORMATION Name of public Daniel A. Wolf employee: PLEASE WRITE AN X NEXT TO THE STATEMENT THAT APPLIES TO YOU: I am an elected or appointed state, county or municipal employee. Date of election or appointment: November 2, 2010 . A public agency has a contract with my company or organization, and I am a "key employee" under the contract. Date of contract: _April 11, 2002 (Operating Agreement), May 1, 2002 (Lease Agreement). Name and address of your company or organization: Hyannis Air Service, Inc., d/b/a Cape Air, 660 Barnstable Road, Hyannis, MA 02601 Title/ Position State Senator, Cape & Islands State, County or I serve the public agency below: Municipal Agency/ Department Massachusetts State … | 2014/wolfDaniel6.26(3).pdf | ||
| 01e151dac9e90a2fa23fef6d69eabf2499544a1c9018d845bd45a56dd434b906 | 2014/OkemanGail2.pdf | 2014 | 0001/0001 -0/08/2014 12: 42PM FAX RECEIVED STATE ETHICS COMMISSION FITCHBURG STATE UNIVERSITY 2014 OCT 23 AM 10: 29 MEMORANDUM Date: 10/9/14 To: Robert V. Antonucci, President From: GuilDienman Department: Center Jor Proj Stadies Re: Disclosure of Decision to Adopt Instructional Materials in Whose Sale I Have a Financial Interest In compliance with the Massachusetts G.L.c.268A. $6, Ldisclose my intent to adopt the following: Semester: Fall Year: 2014 Day LOCGE X ) Non-Credit check all that apply Title: Course Meeting Number/Name The Diverse Students Full Description of materials (c.g., published text, course-pack, CD, etc.) (use reverse side of form if necessary) Publisleskyt: Developing Minds- If this is a published work sold to students through a 3rd party such as и bookstore: Check all that apply ( I am the author () I am the editor ) Other (indicate) I'am the co-author () I am the co-editor From sales of this title to Fitchburg State University students I anticipate that I will receive royalties in the amount of $ r 5% NOTE: Please be aware that faculty are prohibited from selling materials directly to students. In the event you determine that my financial interest is sufficiently substantial to warrant assigning to someone elsc the decision whether the instructional materials described above should be adopted for use in the course identified above, I agree to the Department Chair/Graduate Program Coordinator or designee to make that decision in Sior Signature of Faculty Member 10/9/14 Date Determination of Fitchburg State University Appointing Authority ( I have reviewed this matter and determine that the faculty member's financial interest as disclosed above is not sufficiently substantial to warrant my assigning to someone clse the decision whether the instructional materials described above should be adopted for use in the course identified above. ( ) I have reviewed this matter and determine that the faculty member's financial interest is sufficiently substantial to warrant my assigning the decision in q… | 2014/OkemanGail2.pdf | |||
| 01e65afa2009c047e6f6a4b7739b2df102ea4f6fa15ed15f7e2eb116cab5d940 | 2025/Oliveira,_Jacob_930CMR5.082d2_disclosure_6.27.25.pdf | 2025 | Jacob R. Oliveira | Massachusetts State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Jacob R. Oliveira Title/ Position State Senator Agency/ Department Massachusetts State Senate Agency address: 24 Beacon St. Room 416-B Boston, MA, 02133 Office phone: (617) 722-1291 Office e-mail: Jacob.Oliveira@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity I will be joining other elected political leaders in Lisbon, Portugal, to participate in which is the reason for meetings bringing together Portuguese and Portuguese American elected officials at traveling. the Luso-American Legislators' Dialogue. Describe your participation in the During this event, I will meet with Portuguese and United States officials and attend activity. panels on Portuguese American issues and relations. Date, time and location June 30 - July 1, 2025 of activity. Lisbon, Portugal Please explain how the Massachusetts is home to a large Portuguese American community, and there are activity will promote the significant economic, cultural, environmental, and other issues of mutual interest to interests of the Portugal and Massachusetts. My participation in this event will inform my work as a Commonwealth, a county policymaker in addressing the issues experienced by the Portuguese American or a municipality. community in Massachusetts and my district and promote the bilateral relationship between the United States and Portugal. TRAVEL EXPENSES Identify the person or organization that The Luso-American Development Foundation (FLAD) offered t… | 2025/Oliveira,_Jacob_930CMR5.082d2_disclosure_6.27.25.pdf | |
| 01ec0330d101944e11e00a7c55dd24de47d09c10dc3def879507d557cfa948b2 | 2013/Joyce,_Brian_section_23_disclosure_2013-02-05_(2).pdf | 2013 | Brian A. Joyce | Senate | DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, § 23(b)(3) PUBLIC EMPLOYEE INFORMATION RECEIVED OMMISSION Name of public employee: Brian A. Joyce 2013 FEB -5 PH 2: 51 Title or Position: State Senator Agency/Department: Senate Agency address: State House Room 109D, Boston, MA 02133 Office Phone: (617) 722-1643 Office E-mail: Brian.A.Joyce@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue I intend to file legislation that will require public utilities to exercise their franchise rights in that is coming before a manner consistent with the best interests of consumers. you for action or decision. What responsibility do you have for taking action or As a Senator, I will propose the legislation, discuss it with my colleagues, and vote on it. making a decision? Explain your relationship or In my private capacity as an attorney, I do or expect to represent Stonehill College and/or affiliation to the its energy broker or supplier in connection with the College's effort to establish a solar person or array and reduce its utility bills. Part of my representation includes negotiating on the organization. College's behalf with National Grid with respect to the utility's franchise right in Route 138. How do your official actions or decision matter to the person If the legislation I intend to propose is enacted, it may make it easier for energy or organization? consumers wishing to adopt alternative energ… | 2013/Joyce,_Brian_section_23_disclosure_2013-02-05_(2).pdf | |
| 01f0b0065f158303a38257b1c73ae84fac231fbcb6ccdb7d39ce4d75464fee26 | 2015/CreemCynthiaStone.pdf | 2015 | Cynthia Stone Creem 2015 APR | Massachusetts Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMRSTEETHICS: COMMISSION Name of elected Cynthia Stone Creem ELECTED PUBLIC EMPLOYEE INFORMATION 2015 APR 15 PM 2:09 public employee: Title/ Position State Senator Agency/ Department Massachusetts Senate Agency address: 24 Beacon Street, Boston, MA 02133 Office phone: 617 722-1639 Office e-mail: Cynthia.creem@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for Traveling to Ponta Delgada to join elected political leaders in participating in the traveling. inauguration of the Sahar Hassamain Synagogue Describe your participation in the I have been actively involved in the restoration of the synagogue with the Azorean activity. Jewish Heritage Foundation to raise funds to help with the restoration. Date, time and location April 22 - 26, 2015 Ponta Delgada, Azores of activity. Please explain how the This activity will promote the bilateral relationship between the United States and activity will promote the Portugal interests of the Commonwealth, a county or a municipality. TRAVEL EXPENSES Identify the person or organization that Municipality of Ponta Delgada, Azores offered to reimburse, Autonomous Regional Government of Ponta Delgada, Azores waive or pay your Dr. Augusto de Athayde travel expenses. Azorean Jewish Heritage Foundation (AJHF) Columbia Travel, Fall River, MA Address of person or organization. Various organizations donating through the AJHF AJHF P.O. Box 1243 Somerset, MA 02726 Provide information in as much detail as Itemization and explanation of amounts offered: po… | 2015/CreemCynthiaStone.pdf | |
| 01fbd4409493578360306b896eeef641eb47e4a8c738e8e4108b26f5b0cdcdb5 | 2016/Summergrad,_Paul_section_6_disclosure_1.11.16.pdf | 2016 | STATE EMPLOYEE'S INFORMATION Dr. Paul Summergrad | Office of the Attorney General | THE COMMONWEALTH OF MASSACHUSETESIVED ENSE PETIT OVIETEM OFFICE OF THE ATTORNEY GENERAL COMMISSION ONE ASHBURTON PLACE 2016 JAN 11 AM IO: 30 BOSTON, MASSACHUSETTS 02108 MAURA HEALEY TEL: (617) 727-2200 ATTORNEY GENERAL www.mass.gov/ago January 8, 2016 State Ethics Commission One Ashburton Place Boston, MA 02108 Re: Disclosure of Possible Financial Interest under G.L. 268A, § 6 To Whom It May Concern: Enclosed is a disclosure under G.L. 268A, § 6 that the Office of the Attorney General is submitting on behalf of a special state employee (expert), the Office has reviewed the matter and the financial interest identified, and has made a determination. If you have any questions concerning this letter, please contact me at 617.963.2018. Thank you. Juzz Very truly yours, Judy Zeprun Kalman General Counsel SEIU THE ORNET CENTRAL RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL THESTAN 1 AM IO: 30 AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 01 Name: STATE EMPLOYEE'S INFORMATION Dr. Paul Summergrad Title or Position: Consulting expert State Agency: Office of the Attorney General (AGO) Agency Address: One Ashburton Place, 18th Floor Boston, MA 02108 Office Phone: c/o General Counsel's Office 617.963.2018 Office E-mail: c/o Judy.Zeprun@state.ma.us PARTICULAR MATTER Particular matter Please describe the particular matter: The Health Care Division (HCD) of the AGO is investigating health E.g., a judicial or other insurers' compliance with state and federal behavioral health parity laws, including, among other issues, proceeding, application, unequal or low reimbursement rates for behavioral health providers. submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter: I will be participation in the retained by the AGO to provide analysis and advice in connection wi… | 2016/Summergrad,_Paul_section_6_disclosure_1.11.16.pdf | |
| 01febef72af05c0fe17798e13dbbdaecd03ecc7a302e8cb8d179a4bf9abaf5e5 | 2018/Jehlen,_Patricia_6.14.18_-_CMR_5.08(3)(b).pdf | 2018 | Patricia Jehlen | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE RECEIVED STATE BILLOS COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 2018 JUN 14 PM 2:19 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Patricia Jehlen Title/ Position Senator Office: Middlesex Second Senate Office address: Massachusetts State House 24 Beacon St Boston, MA 02133 Office phone: 617 722 1578 Office E-mail: Patricia.jehlen@masenate.gov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. The annual British American Business Council of New England Award Luncheon honoring local businessman Arthur Mabbett for contributing to business partnerships between the US and UK. Describe your participation in the event. Presentation of a citation congratulating Mr. Mabbett and his company on the award. Date, time and location of event. June 26th 2018, UMASS Boston EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that British American Business Council of New England offered to reimburse, pay or waive expenses. Address of person or organization. 523 Lewis Wharf, Boston, MA 02110 Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. n/a Meals: Breakfast, lunch, dinner, special events. Lunch, included in admission Admission: Admission, tickets, etc. Admission, $150, includes Lunch Other (please list): Refreshment, entertainment, etc. n/a Total: $150 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses w… | 2018/Jehlen,_Patricia_6.14.18_-_CMR_5.08(3)(b).pdf | ||
| 021420f218197be64a8b18856b16559d980c415b4f33c890dff90b312c2bbdf4 | 2019/Ferrari,_Courtney_section_6_disclosure_9.18.19.pdf | 2019 | Courtney Ferrari | Board of Bar Overseers of the Supreme Judicial Court | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 2019 SEP AM10:45 STATE EMPLOYEE INFORMATION Name: Courtney Ferrari Title or Position: Investigator State Agency: Board of Bar Overseers of the Supreme Judicial Court, Office of Bar Counsel Agency Address: 99 High Street Second Floor Boston, MA 02110-2320 Office Phone: 617-728-8750 Office E-mail: C.Ferrari@massbbo.org My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other Participation on an Office of Bar Counsel employee group that will meet with potential proceeding, application, candidates for the chief Bar Counsel position. Pursuant to court rule, the chief Bar submission, request for a ruling or other Counsel is appointed by the Board of Bar Overseers of the Supreme Judicial Court with determination, contract, the approval of the court. claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: A search committee has been appointed to assist the board in conducting a search for the new Chief Bar Counsel. The committee has overseen the search and is prepared to refer E.g., approval, candidates to the board. I have been invited to participate on a panel of Bar Counsel disapproval, decision, recommendation, Office staff who, prior to an appointment, will meet with individuals referred to the board by the search committee. rendering advice, investigation, other. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. I have a financial interest in the matter. My immediate family member has a financial interest in the matt… | 2019/Ferrari,_Courtney_section_6_disclosure_9.18.19.pdf | |
| 021ad0a502579cd7754a6fbe5c7a515ae07bd8bc05adbd92605a27632c631ebf | 2016/Rosenberg,_Stanley_section_6A_disclosure_2016-07-21.pdf | 2016 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6A RECEIVED STATE ETHICS COMMISSION PUBLIC OFFICIAL INFORMATION Name of public 2016 JUL 21 PM 3: 43 official: Stan Rosenberg Public official Massachusetts State Senator position: Public office The State House address: Boston, MA 02133 Office Phone: 617-722-1500 Office E-mail: Stan, Rosenberg 00 masenate you I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in consideration of the Governor's to be taken: actions with respect to the fiscal year 2017 budget. One issue to be considered is whether the budget should include language that would change the Commonwealth's health insurance contribution for active state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I have been a state employee since before July 1, 2003 and I receive health insurance though the Group Insurance Commission. Action on the Governor's proposed change would affect the amount of my annual contribution for health insurance. Public official's signature: Stan Ronay Date: July 20, 2016 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2016/Rosenberg,_Stanley_section_6A_disclosure_2016-07-21.pdf | |||
| 021c3a007d7df5cd992bc5de1b39befa9c8a9f492479198dc1def499605eab15 | 2018/Tarr,_Bruce_section_23_disclosure_2.9.18.pdf | 2018 | 2018 FEB -9 PM 1:47 Bruce Tarr | Massachusetts Senate | 20-18-1090 DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. C. 268A, § 23(b)(3) RECEIVED STATE ETHICS COMMISSION PUBLIC EMPLOYEE INFORMATION Name of public 2018 FEB -9 PM 1:47 employee: Bruce Tarr Title or Position: Senator Agency/Department: Massachusetts Senate Agency address: State House Boston, MA 02133 Office Phone: 617-722-1600 Office E-mail: Bruce.Tarr@masenate.gov In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when 1 perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue S2269 - relative to the used vehicle record book: This legislation would allow Class 1, that is coming before Class 2, and Class 3 motor vehicle dealers to record and maintain their Used Vehicle you for action or Record Book in electronic format as part of their electronic data management system. decision. It would also allow the Registry of Motor Vehicles to require Class 1, Class 2, and Class 3 motor vehicle dealers to maintain or make readily available a printout of the used vehicle record of a specific vehicle, or each vehicle on the dealer's premises on the date of inspection and of each vehicle acquired, sold or traded during the previous 7 days. The summary of the legislation was prepared by the Senate Committee on Ways and Means. What responsibility do you have for S.2269-relative to the used vehicle record book, will likely come before the senate for a taking action or vote in the current legislative session making a decision? Explain your relationship or My uncle and cousin operate used… | 2018/Tarr,_Bruce_section_23_disclosure_2.9.18.pdf | |
| 0221fd8ab189ddb162c81a5a6929d8841269f1a62a4ca53bcca209ee6f7697a9 | 2018/Moore,_Michael_Amended_930CMR5.082d2_disclosure_8.10.18.pdf | 2018 | Michael O. Moore | Massachusetts Legislature | 20-18-4077 RECEIVED ST ATE ETHICS COMMISSION 2018 AUG 10 AM 10: 36 Amended OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Michael O. Moore public employee: Title/ Position State Senator Agency/ Department Massachusetts Legislature Agency address: Room 109B, State House, Boston, MA 02133 Office phone: 617-722-1485 Office e-mail: Michael.Moore@MAsenate.gov Write an X to I am filing this disclosure because: confirm each statement. _xx_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and XX A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity I was invited to a Teacher Licensing Seminar exploring teacher which is the reason licensure portability and reciprocity for the states of the ERC. This for traveling. seminar is scheduled for the afternoon of Friday, August 3rd and the morning of Saturday, August 4th prior to the start of the ERC Legislative Conference, in Rye Brook, NY. Increasingly states are looking at how to address teacher shortages. One strategy identified at the 2017 ERC Annual Meeting is to explore the feasibility of a teacher licensing/certification interstate compact. Interstate occupational licensure compacts have been used in recent years to foster greater licensure portability for professionals in the medical professions, namely physicians, nurses and physical therapists. What benefits would this mechanism provide for students, teachers, and the states of the Eastern Region Conference states (ERC)? What is the current landscape for teacher reciprocity in the ERC? What benefits are states now receiving from licensure reciprocity and what barriers exist? How would military spouses benefit from greater ease of mobility for teachers? And can we… | 2018/Moore,_Michael_Amended_930CMR5.082d2_disclosure_8.10.18.pdf | |
| 022f09c43e1989fce39cd909a3bc8f8c20f81daa35bee21d53f3004374eb823f | 2013/WinslowresignationDisc9.16.13.pdf | 2013 | The Commonwealth of Massach RECEIVED STATE ETHICS COMMISSION House of Representatives 2013 SEP 16 AM 08 State House, Boston 02133- 1054 COMMITTEES ON: DANIEL B. WINSLOW Judiciary STATE REPRESENTATIVE Rules 9TH NORFOLK DISTRICT State Administration and Oversight STATE HOUSE ROOM 33 TEL (617) 722-2060 September 16, 2013 FAX (617) 722-2849 BY HAND Steven James, Clerk House of Representatives State House, Room 145 Boston, Massachusetts 02133 RE: Resignation Dear Mr. Clerk: With deep regret, I ask that you please accept this letter as notice of my resignation from the Massachusetts House of Representatives, effective at 12:00 noon on September 29, 2013. Effective Monday, September 30, I will return to the private sector on a full-time basis as the Senior Vice President & General Counsel of Rimini Street, Inc. ("RSI") working in the company's Operations Center in San Francisco's East Bay. I am informed that RSI does not currently have any business transactions with the Commonwealth of Massachusetts or its political subdivisions, but I will recuse myself from any legislative matters in involving RSI in the unlikely event any arise before the effective date of my resignation. By copy of this letter, I wish to convey my sincere thanks to the Speaker and my Leader for their many kindnesses during my service. I hope that my actions and ideas as a Representative have brought honor to the House. I will miss every one of my colleagues and wish them all well in their efforts. Special thanks to you, Mr. Clerk, your able staff, the court officers and House staff for making my service as productive and enjoyable as possible. I have loved every minute of the honor of service as Representative of the people of the 9th Norfolk. I will maintain my legal residence in Massachusetts, where my family has lived since 1620, so I hope that our paths cross in public service in the future. Respectfully, ca: Hon Robert DeLeo, Speaker Hon. Bradley Jones, Minority Leader Hon. William F. Galvin, State Secretary Deirdre Roney, Esquire, State Ethics… | 2013/WinslowresignationDisc9.16.13.pdf | |||
| 02302fa4a7399bad7db2d72f6a2f76553237bf94a92fe60ded9d0d37937da7f7 | 2016/SwanBenjamin4.13.16.pdf | 2016 | 20- DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. c. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public Benjamin Swan official: Public official State Representative position: Public office State House, Room 238 address: Office Phone: 617-722-2380 Office E-mail: Benjamin.Swan@mahouse.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in the development, debate and to be taken: enactment of the Fiscal Year 2017 General Appropriations Act. House 2, the governor's budget proposal, includes language that would increase the annual employee contribution amount from 20% to 25% for state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission, and I anticipate that similar proposals may be made over the course of budget deliberations. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it involved: I have been a state employee since before July 1, 2003 and I receive health insurance though the Group Insurance Commission. Therefore, if enacted, this proposal would increase the amount of my annual contribution for health insurance. Public official's signature: Date: 4/13/2016 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2016/SwanBenjamin4.13.16.pdf | |||
| 023bb40c51949883aa84445c2443dc4ab83b322179dfd60b1c5bf990bd07a673 | 2013/Abbate-Vaughn.pdf | 2013 | Jorgelina Abbate-Vaughn | DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT STATE RECEIVEDMISSION AS REQUIRED BY G. L. c. 268A, 2013 DEC 10 AM IO: 39 SPECIAL STATE EMPLOYEE INFORMATION Name of special Jorgelina Abbate-Vaughn state employee: I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Associate Professor Fill in this box If you are a special state employee because a state agency has contracted with your company or if it applies to you. organization, please provide the name and address of the company or organization. State Agency/ This is "my State Agency." Department: University of Massachusetts Boston, Department of Curriculum and Instruction Agency Address: 100 Morrissey Boulevard. Boston, MA 02125 Office phone: (617) 287-7609 Office e-mail: jorgelina.abbate@umb.edu Check one: Elected or Non-elected Starting date as a September 2004 special state employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. Select either STATEMENT #1: I had a financial interest in a contract made by a state agency before I was STATEMENT #1 or elected to a compensated special state employee position. I will continue to have this financial STATEMENT #2. interest in a state contract. STATEMENT #2: I will have a new financial interes… | 2013/Abbate-Vaughn.pdf | ||
| 025c0a076551a757fb7b54b06aee1e93925fe5727876a35ddcf0cfe3147a4aef | 2018/Forest,_James_6.20.18_-_6_Cv_Ltr.pdf | 2018 | University Crossing 220 Pawtucket Street, Suite 480 RECEIVED И Lowell, MA 01854-3573 STATE COMMISSION University of tel: 978-934-2168 Massachusetts UMASS Lowell 2018 JUN 20 AM : 11 Learning with Purpose OFFICE OF THE PROVOST AUTHORIZATION LETTER FROM PROVOST June 11, 2018 Dr. James Forest School of Criminology and Justice Studies 19 Quaker Lane Dover, NH 03820-4916 Re: Use of Textbook for Teaching and M.G.L. c.268A, §6 - Title: The Terrorism Lectures (3rd Edition) Dear Dr. Forest, Thank you for your recent request to assign the above referenced textbook you have written to students in your courses. An ethical conflict of interest is created by any personal financial benefit that may ensue from actions that you make in your professional capacity as a state employee; such as the financial gain that you might incur from sales of a textbook that you assign UMass Lowell students to purchase who are attending courses you teach. In reviewing your request, I conclude that your financial interest in the textbook selection decision is not so substantial as to affect the integrity of your service to the Commonwealth. Accordingly, I approve your request to assign this textbook for the Fall 2018 semester. Please retain this written determination for your records. Sincerely, Michael E. Vayda, Ph.D. cc. State Ethics Commission (copied pursuant to requirement of §6) Donna Mellen, Associate Director, Academic Technology | 2018/Forest,_James_6.20.18_-_6_Cv_Ltr.pdf | |||
| 025efbbc973a82815e0f22368a7e835eb5412360051ac298494203d3a08c528d | 2017/GrayCarruthersKaren1.3.17.pdf | 2017 | Karen Gray Carruthers | DISCLOSURE BY STATE EMPLOYEE OF A FINANCIAL INTEREST IN A CONTRACT WITH THE DEPARTMENT OF CHILDREN AND FAMILIES AS REQUIRED BY 930 CMR 6.05(2)(b) RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name of state 2017 JAN 3 PM 12: 39 employee: Karen Gray Carruthers Title/ Position Administrative Magistrate Agency: Department of Public Health Bureau of Health Professions Licensure Agency address: 239 Causeway Street, Suite 500, 5th Floor Boston, MA 02114 I am a state employee, and I also have agreed to serve as a foster parent, guardian, or pre-adoptive or adoptive parent, or to serve in a comparable status. The Department of Children and Families ("DCF") has a contract or agreement with me or with another person or organization relating to the service I am providing. I am disclosing that I receive financial benefits and/ or have financial obligations because of the contract or agreement made by DCF. FINANCIAL INTEREST IN A DCF CONTRACT I have an agreement to serve as: Foster parent; Guardian; Please write an X beside your answer. Pre-adoptive parent; Adoptive parent; Other. Please explain. . My agreement is with: Please write an X DCF directly; beside your answer, and provide any A person or organization that has a contract with DCF. requested information. - Please provide the name and address of the person or organization. PLEASE DO NOT PROVIDE INFORMATION BELOW ABOUT THE IDENTITY OF THE CHILD. Please refer to the child as "the child" or "the foster child," etc. In the answers below, please provide a dollar amount, if possible. Please identify any Do you receive, e.g., a subsidy or benefits, compensation, reimbursement of expenses, or a financial benefit you clothing allowance? receive because of your service. We anticipate receiving the standard subsidy, reimbursement of expenses and clothing allowance as deemed appropriate by DCF. Who provides these financial benefits to The financial benefits will be provided by DCF. you? Include the name and address. Massachusetts Department of Children and Families 6… | 2017/GrayCarruthersKaren1.3.17.pdf | ||
| 027312b3801d1519a6323fa5dec9c760dbbefde916d83051dec071d4ed326989 | 2017/deMacedo,_Viriato_5.23.17_-_6A.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION AS REQUIRED BY G. L.c. 268A, PUBLIC OFFICIAL INFORMATION 2017 MAY 23 PM 3:21 Name of public official: Sendtor Viriato M. de Macedo Public official Massachusetts State Senator position: Public office The State House address: Boston, MA 02133 Office Phone: 617-722-1330 Office E-mail: I vinny.delhoole@maynoke.go am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in consideration of the fiscal year to be taken: 2018 budget. One issue to be considered is whether the budget should include an outside section which would change the General Laws and cap the deductible and copayments for covered services during an enrollment year for those who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I I receive have health Mady insurance disclosed the that Insurance though Group Commission. Action on the budget with Kg disclose that my brother receives would affect the amount of my out of pocket health insurance/expenses. I also Public official's signature: his Malk insurance through the GIC. Date: deMarb 5/23/17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2017/deMacedo,_Viriato_5.23.17_-_6A.pdf | |||
| 027489bca5da2310896d6e1a9449cfc41cf2f587c8f19ef71de538abed27c211 | 2015/L'Italien,_Barbara_930CMR5.082d2_disclosure_2015-10-05.pdf | 2015 | 2015 OCT - 5 PH 2:56 | State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED STATE ETHICS COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected Barbara L'Italien 2015 OCT - 5 PH 2:56 public employee: Title/ Position State Senator Agency/ Department State Senate Agency address: State House, Room 413C Boston, MA 02133 Office phone: 617-722-1612 Office e-mail: Barbara.L'ltalien@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for traveling. To attend a Women in Government Eastern Leadership Conference Describe your participation in the Participating in the conference as a woman legislator. The meeting will convene activity. women state legislators throughout both regions to discuss cutting-edge public policy issues. Topics will include diabetes, energy, the environment, education, economic development, and more. Date, time and location October 7-10th, 2015 of activity. Please explain how the The meeting will convene women state legislators throughout both regions to discuss activity will promote the cutting-edge public policy issues. Topics will include diabetes, energy, the interests of the environment, education, economic development, and more. This conference will help Commonwealth, a county or a municipality. share ideas for better government and policy solutions for the Commonwealth. TRAVEL EXPENSES Identify the person or organization that offered to reimburse, Women in Government waive or pay your travel expenses. Address of person or organization. 1319 F Street, NW Suite 710 Washington, DC 20004 Provide information … | 2015/L'Italien,_Barbara_930CMR5.082d2_disclosure_2015-10-05.pdf | |
| 02752df428a86d8516acbd5fe7ebd98300e7ae388b16f0fdcd3ea5e00e10277a | 2022/Sachs_Elka_8.8.22_7(d).pdf | 2022 | Elka Sachs | RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY SPECIAL STATE EMPLOYEE 2022 AUG - 8 AN IO: 13 OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, § 7(d) SPECIAL STATE EMPLOYEE INFORMATION Name of special Elka Sachs state employee: I am a special state employee because: Put an X beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Partner at Krokidas & Bluestein, representing state agencies listed on Attachment A. If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Krokidas & Bluestein, 600 Atlantic Avenue, Boston, MA 02210 State Agency/ This is "my State Agency." Department: See Attachment A Agency Address: See Attachment A Office phone: 617-482-7211 Office e-mail: ets@kb-law.com Check one: Elected or Non-elected Starting date as a special state See Attachment A employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. N/A STATEMENT #1: I had a financial interest in a contract made by a state agency before I was Select either elected to a compensated special state employee position. I will continue to have this financial STATEMENT #1 or interest in a state contract. STATEMENT #2. STATEME… | 2022/Sachs_Elka_8.8.22_7(d).pdf | ||
| 0287b3241ced0fcb9fd8b58ac865d6ccff53eae4ad392a80578a863a244ad770 | 2014/MooreMichael_12.08.14.pdf | 2014 | Senator Michael Moore | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF EXPENSES RELATED TO ATTENDANCE AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE STATE ETHICS RECEIVED COMMISSION AS REQUIRED BY 930 CMR 5.08(3)(b) 2014 DEC 8 AM 10: 10 ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Senator Michael Moore Title/ Position State Senator Office: ROOMIO9B Borton, MA 02133 State House Office address: Office phone: 617 722 1485 Office E-mail: Michael.Moore@masenate.sov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. Chamker of commerce event to learn about The prionties of the chamber and business community. Describe your participation in the attending event. Date, time and location Dec 12 ,2014 of event. Noon DCU center woraster EXPENSES RELATED TO INCIDENTAL HOSPITALITY Identify the person or organization that worcester Regional chamber of commerce offered to reimburse, 446 Main st, Sulk 200 pay or waive expenses. worcester, mA 01608 Address of person or organization. Provide information Itemization and explanation of amounts offered: in as much detail as possible: Transportation: Air, train, bus, and taxi fare and rental car hire, etc. Meals: Breakfast, lunch, dinner, special events. Admission: Admission, tickets, etc. $55 Other (please list): Refreshment, entertainment, etc. Total: $55 Having disclosed the facts above, I determine that: For the exemption Acceptance of the reimbursement, waiver or payment of travel expenses will serve a to apply, legitimate public purpose i.e., will promote the interests of the Commonwealth, a county or check off a municipality; AND both statements. Such public purpose outweighs any special non-work related benefit to me or to the person p… | 2014/MooreMichael_12.08.14.pdf | ||
| 0289c3bff635f06340b209c9d6d033960bdb7a7a53cdfcb49df7939baac96965 | 2017/Pignatelli,_Benjamin_8.7.17_-_6.pdf | 2017 | Benjamin Pignatelli | DPU | RECEIVED STATE ETHICS COMMISSION OVIETEM THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF PUBLIC UTILITIES 2017 AUG 7 AM11:01 CHARLES D. BAKER ONE SOUTH STATION ANGELA M. O'CONNOR GOVERNOR CHAIRMAN BOSTON, MA 02110 KARYN E. POLITO (617) 305-3500 ROBERT E. HAYDEN LIEUTENANT GOVERNOR COMMISSIONER MATTHEW A. BEATON CECILE M. FRASER SECRETARY OF ENERGY COMMISSIONER AND ENVIRONMENTAL AFFAIRS August 3, 2017 State Ethics Commission One Ashburton Place Room 619 Boston MA 02108 RE: Disclosure of Financial Interest To whom it may concern: Please find enclosed Disclosure By Non-Elected State Employee for Department of Public Utilities employee, Benjamin Pignatelli. The disclosure has been completed and signed by Mr. Pignatelli and signed by myself, Matthew Nelson, Director Electric Power Division. Sincerely, Matthew m/ MM Director, cc: Matthew Campbell, DPU Chief of Staff Laura-Jean Canducci, EEA HR Deputy Director FAX: (617) 345-9101 www.mass.gov/dpu DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITYHICS COMMISSION AS REQUIRED BY G. L. c. 268A, § 6 2017 AUG-7 AM11:01 STATE EMPLOYEE INFORMATION Name: Benjamin Pignatelli Title or Position: Economist State Agency: Department of Public Utilities Agency Address: 1 South Station, Boston, MA 02110 Office Phone: (617) 305-3673 Office E-mail: Benjamin.pignatelli@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter I have a professional interest, outside of my work at the Department, in proposing the formation of a regional smart grid consortium. E.g., a judicial or other proceeding. application, submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required I have reviewed grid modemization proposals before th… | 2017/Pignatelli,_Benjamin_8.7.17_-_6.pdf | |
| 02991bccfd69039ecb48b5591280a5212281b6eae278d6e715e70ac766ce3a9c | 2019/Hinds,_Adam_930CMR5.082d2_10.10.19.pdf | 2019 | Adam G. Hinds | State Senate | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. RECEIVED TATE COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION 2010 OCT 10 2: 13 Name of elected public employee: Adam G. Hinds Title/ Position Senator Agency/ Department State Senate Agency address: State House, Room 109-E Boston, MA 02133 Office phone: 617 722 1625 Office e-mail: Adam.Hinds@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for I am attending the National Conference of State Legislature's 2019 Broadband and traveling. Cable Policy Summit. There will be a range of sessions to review best practices, trends and more related to rural high-speed internet. Describe your participation in the I will be participating in meetings, briefings and site visits. activity. Date, time and location of activity. October 14, 2019 to October 16, 2019. The Summit's events will take place at La Meridien Denver and in other locations around the city. Please explain how the Massachusetts is engaged in an ongoing, ten-year process to bring high-speed activity will promote the internet to unserved communities, a majority of which are in my district. I will use the interests of the information learned at this Summit to inform my work in the Senate and expand and Commonwealth, a county improve high-speed internet access and service in Massachusetts. or a municipality. TRAVEL EXPENSES Identify the person or organization that The National Conference of State Legislatures (NCSL) offered to reimburse, waive or pay your travel expenses. Address of person or organization. 444 North… | 2019/Hinds,_Adam_930CMR5.082d2_10.10.19.pdf | |
| 02a1626f055df1a716e30cd183eab6fd5bc32d8e5265401625d74bb48768f138 | 2013/Walsh,_Steven_section_23_disclosure_2013-02-06.pdf | 2013 | The Commonwealthohassachusetts ENSE PETIT OVIETEM HOUSE QA STATE HOUSE, BOSTON 02133-1054 MOLIMENTATE 2013 FEB -6 PM 4:41 STEVEN M. WALSH Chairman STATE REPRESENTATIVE Health Care Financing 11TH ESSEX DISTRICT ROOM 236, STATE HOUSE E-Mail: Steven.Walsh@MAhouse.gov TEL. (617) 722-2430 FAX. (617) 722-2436 February 6, 2013 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 To Whom It May Concern: I am writing to you pursuant to G.L. c 268A §6 and 23(b)(3) to disclose that I am today submitting my résumé to Catlin Donnelly, Consultant and Recruiter, in order to apply for the position of President of Blue Cross Blue Shield of Massachusetts Foundation, Inc. Until an applicant is chosen as said President, I will not participate in any matters in which either Blue Cross Blue Shield Foundation or its affiliate organization Blue Cross Blue Shield of Massachusetts has an interest. Sincere Steven M. Walsh State Representative 11th Essex District | 2013/Walsh,_Steven_section_23_disclosure_2013-02-06.pdf | |||
| 02a7acdf4315aa09f265d944b73ece14f47a3b1d170cd8bb4a95ff6528252019 | 2014/Dortch-OkaraRedacted(10-13-0208)1.16.14.pdf | 2014 | Barbara A. Dortch-Okara | State Ethics Commission | REDACTED DISCLOSURE OF APPEARANCE OF CONFLICT OF INTEREST AS REQUIRED BY G. L. c. 268A, § 23(b)(3) PUBLIC EMPLOYEE INFORMATION Name of public employee: Barbara A. Dortch-Okara Title or Position: Chair REDACTED Agency/Department: State Ethics Commission Agency address: 1 Ashburton Place, Rm 619, Boston MA 02108 Office Phone: (617) 371-9500 Office E-mail: n/a In my capacity as a state, county or municipal employee, I am expected to take certain actions in the performance of my official duties. Under the circumstances, a reasonable person could conclude that a person or organization could unduly enjoy my favor or improperly influence me when I perform my official duties, or that I am likely to act or fail to act as a result of kinship, rank, position or undue influence of a party or person. I am filing this disclosure to disclose the facts about this relationship or affiliation and to dispel the appearance of a conflict of interest. APPEARANCE OF FAVORITISM OR INFLUENCE Describe the issue Matter No. 10-13-0208 that is coming before you for action or decision. What responsibility Discuss and vote on whether to permit Enforcement Division to amend preliminary inquiry. do you have for taking action or making a decision? Explain your I know the respondent in this matter professionally, but the respondent is not a friend or relationship or social acquaintance. affiliation to the person or organization. How do your official The affected person is the respondent in an Enforcement matter. actions or decision matter to the person or organization? Optional: Additional facts - e.g., why there is a low risk of undue favoritism or improper influence. WRITE AN X TO CONFIRM THE STATEMENT BELOW. If you cannot confirm this statement, you should Taking into account the facts that 1 have disclosed above, I feel that I can perform my recuse yourself. official duties objectively and fairly. Employee signature: Date: January 16, 2014 | 2014/Dortch-OkaraRedacted(10-13-0208)1.16.14.pdf | |
| 02ac0da05f30ec6f1c74d0e4ba350d24b2aa35a09e66d7dadfe3bd1a12dcd67f | 2017/Brady,_Michael_5.22.17_-_6.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6AST ATE ETHICS RECEIVED COMMISSION PUBLIC OFFICIAL INFORMATION Name of public Michael D. Brady 2017 MAY 22 PM 4:09 official: Public official Massachusetts State Senator position: Public office The State House Room 519 address: Boston, MA 02133 Office Phone: 617-722-1200 Office E-mail: Michael.brady@masenate.gov I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in consideration of the fiscal year to be taken: 2018 budget. One issue to be considered is whether the budget should include an outside section which would change the General Laws and cap the deductible and copayments for covered services during an enrollment year for those who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: 1 receive health insurance though the Group Insurance Commission. Action on the budget would affect the amount of my out of pocket health insurance expenses. Public official's signature: Date: mechal 5/22/17 J. Brady Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2017/Brady,_Michael_5.22.17_-_6.pdf | |||
| 02c32758063198a0b8723acc9d5ed17852bd8841d136b70b488278f42900399b | 2016/Pacheco,_Marc_section_6A_disclosure_7.22.16.pdf | 2016 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. c. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN RECEIVED AS REQUIRED BY G. L. C. 268A, § 6A STATE ETHICS COMMISSION PUBLIC OFFICIAL INFORMATION 2016 JUL 22 PM 3:33 Name of public Marc R. Pacheco official: Public official Massachusetts State Senator position: Public office The State House address: Boston, MA 02133 Office Phone: 617-722-1551 Office E-mail: Marc.Pacheco@masenatte.gov. I am filing this disclosure because I am a public official and, in the discharge of my official duties, 1 am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in consideration of the Governor's to be taken: actions with respect to the fiscal year 2017 budget. One issue to be considered is whether the budget should include language that would change the Commonwealth's health insurance contribution for active state employees who were hired before July 1, 2003 and who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I have been a state employee before July 1, 2003 and I receive health insurance though the Group Insurance Commission. Action on the Governor's proposed change would affect the amount of my annual contribution for health insurance. Public official's signature: Mare X, RL Date: 7/21/2016 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2016/Pacheco,_Marc_section_6A_disclosure_7.22.16.pdf | |||
| 02cd9d499eaed75ba655f67aac1e3591fcd87b3f6d02883d6add92dc4c1e5f80 | 2017/Fattman,_Ryan_section_6A_disclosure_5.23.17.pdf | 2017 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6ARECEIVED ST TE ETHICS COMMISSION PUBLIC OFFICIAL INFORMATION Name of public 2017 MAY 23 AM : 50 official: Senator Ryan C. Fallman Public official Massachusetts State Senator position: Public office The State House address: Boston, MA 02133 Office Phone: 617-722-1420 Office E-mail: I am ryam.VaHnan@nasernate.gov filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action I intend to discuss, vote on, and otherwise participate in consideration of the fiscal year to be taken: 2018 budget. One issue to be considered is whether the budget should include an outside section which would change the General Laws and cap the deductible and copayments for covered services during an enrollment year for those who receive health insurance through the Group Insurance Commission. FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I receive health insurance though the Group Insurance Commission. Action on the budget also would affect receives the amount her of my marth out of pocket health insurance insurance expenses. My wite through the GIC Her expenses would be Public official's signature: oneakat 15th m the same way. Date: 5-23-17 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE-TAKEN AS REQUIR… | 2017/Fattman,_Ryan_section_6A_disclosure_5.23.17.pdf | |||
| 02e41b258c3fe6d103481416915f50f40b98bb880a381aecd50110fbabb03a57 | 2025/Orel,_Joshua_section_7_disclosure_4.1.2025.pdf | 2025 | Joshua Ezra Orel | DISCLOSURE BY SPECIAL STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AS REQUIRED BY G. L. c. 268A, § 7(d) SPECIAL STATE EMPLOYEE INFORMATION Name of special Joshua Ezra Orel state employee: I am a special state employee because: Put an beside one I serve in a state position for which no compensation is provided. statement. I am not an elected official, and I earned compensation for fewer than 800 hours in the preceding 365-day period. By the classification of my position by my state agency or by the terms of a contract or my conditions of employment, I am permitted to have personal or private employment during normal business hours. I work for a company or organization which has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state is contracting for my services in particular, and the contract states that I am a special state employee or indicates that I meet one of the three requirements listed above. Title/ Position Adjunct Professor If you are a special state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. State Agency/ This is "my State Agency." Department: Bunker Hill Community College Agency Address: 250 New Rutherford Ave Boston Office phone: 508-808-5473 (I do not have an office. This is my cell phone number.) Office e-mail: Joshua.orel@bhcc.edu Check one: Elected or Non-elected Starting date as a 9/3/2024 was the date I signed my employment contract. special state employee. BOX # 1 ELECTED SPECIAL STATE EMPLOYEE I am an elected special state employee. Select either STATEMENT #1 or STATEMENT #1: I had a financial interest in a contract made by a state agency before I I was elected to a compensated special state employee position. I will continue to have this financial STATEMENT #2. interest in a state contract. STATEMENT #2: I will have a new financial interest in a contr… | 2025/Orel,_Joshua_section_7_disclosure_4.1.2025.pdf | ||
| 02e499e17a6ef3ff19034f4ee6de325f3eeb20535599c2f9e482da44ae84db54 | 2017/Horgan,_Julie_8.24.17_-_CMR_6.07.pdf | 2017 | Julie Horgan | DMH | %S6=8 Page ID:ETHICS-COMMISION From: AUG-24-2017 12:45 PM xDISCLOSURE BY STATE EMPLOYEE IN A CONTRACT TO PROVIDE PURSUANT TO 930 CMR 6.07 2017 AUG 24 PM COMMISSION 3:32 STATE EMPLOYEE INFORMATION Name of state Julie Horgan employee: Title/ Position: Clinical risk manager Agency/Department: DMH Agency Address: Solomon Carter Fuller 85 East Newton St. Boston, MA Office phone: 617-305-9911 Office e-mail Julie.Horgan@Massmail.state.ma.us I am a state employee, and I seek to have a financial interest in a contract or agreement made by a state agency listed below, or by a provider or organization funded by a state agency listed below: A state agency within the following Executive Offices: Executive Office of Health and Human Services, including the Human Service Transportation Office; Executive Office of Public Safety and Security, Executive Office of Elder Affairs, Executive Office of Veteran's Services, or A sheriff's office. The purpose of the contract is: To provide personal services to a person or persons who receive services from, or have services paid for by, these state agencies; or To provide educational services to people who work for these state agencies or for providers or organizations funded by these state agencies. I seek approval of the arrangement from the agency for which I serve as a state employee and from the state agency above that made the contract. FINANCIAL INTEREST IN A CONTRACT WITH A STATE AGENCY PLEASE CHECK OFF ONE OF THE THREE STATEMENTS BELOW AND PROVIDE THE REQUESTED INFORMATION. 1) Service to a state agency I will provide personal or educational services to a state agency listed above. Please identify the state agency and also the Executive Office it is in, if applicable. ? 'd 8778 °N Aug. 24. 2017 12:40PM R=95% Page:003 From: AUG-24-2017 12:45 PM 2) Service to a provider or I will provide personal or educational services to a provider or organization funded by a state organization agency listed above. Please provide the name and address of the provider or organization. Please identify… | 2017/Horgan,_Julie_8.24.17_-_CMR_6.07.pdf | |
| 02e4c1d332e2ab39d43fcfc31080f0a666b82ad803d60a54dfc295dcee0d1d80 | 2019/Tan,_DavidV._5.21.19_-_7(b).pdf | 2019 | David V Tan | Division of Capital Asset Management and Maintenance (DCAMM) | DISCLOSURE BY STATE EMPLOYEE OF FINANCIAL INTEREST IN A STATE CONTRACT AND CERTIFICATION BY HEAD OF CONTRACTING AGENCY AS REQUIRED BY G. L. c. 268A, § 7(b) ETHICS ED COMMISSION STATE EMPLOYEE INFORMATION 2019 21 PA Name of state David V Tan 2:29 employee: Title/ Position Office Support Specialist II If you are a state employee because a state agency has contracted with your company or Fill in this box organization, please provide the name and address of the company or organization. if it applies to you. Agency/ Department Division of Capital Asset Management and Maintenance (DCAMM) Agency Address John W McCormack Building One Ashburton Place 14 Floor Room 1411 Boston MA 02108 Office phone: (857) 204 - 1878 Office e-mail: David.Tan@mass.gov Check one: Elected or Non-elected Starting date as a 04/14/2019 state employee. ELECTED, COMPENSATED STATE EMPLOYEE BOX # 1 I am an elected, compensated state employee, other than a state Senator or a state Representative. Select either STATEMENT #1: I had one of the following financial interests in a contract made by a state STATEMENT #1 or agency before I was elected to my compensated state employee position. I will continue to have this financial interest in a state contract. OR STATEMENT #2. STATEMENT #2: I will have a new financial interest in a contract made by a state agency. Write an My financial interest in a state contract is: beside your financial interest. I have a non-elected, compensated state employee position. A state agency has a contract with me. I have a financial benefit or obligation because of a contract that a state agency has with another person or an entity, such as a company or organization. I work for a company or organization that has a contract with a state agency, and I am a "key employee" because the contract identifies me by name or it is otherwise clear that the state has contracted for my services in particular. NON-ELECTED, COMPENSATED STATE EMPLOYEE BOX # 2 I am a non-elected, compensated state employee. Select either STATEMENT # 1: I had one… | 2019/Tan,_DavidV._5.21.19_-_7(b).pdf | |
| 02e67777d6193fbb6735d680c39bbacb0706d4bdb97c2b9c7e7e0fc7138863bb | 2020/Velis,_John_section_6A_disclosure_7.1.20.pdf | 2020 | DISCLOSURE BY A PUBLIC OFFICIAL (as defined by G.L. C. 268B, § 1) OF A FINANCIAL INTEREST IN AN ACTION TO BE TAKEN AS REQUIRED BY G. L. C. 268A, § 6A PUBLIC OFFICIAL INFORMATION Name of public John C. Velis official: Public official position: State Senator for the 2ⁿᵈ Hampden and Hampshire Public office address: Statehouse, Room 70 Office Phone: (413) 572 3920 Office E-mail: john.velis@masenate.gov. I am filing this disclosure because I am a public official and, in the discharge of my official duties, I am required to take an action which would substantially affect my own financial interests. I recognize that the action will have a greater effect on me than on the general public or on other state employees. I understand that after I disclose my financial interest, I may take the action. ACTION TO BE TAKEN Official action The Senate will be considering S 2789 on July 2, 2020. Amendment 20 to that bill would to be taken: establish bonuses for certain service in the military for which I may be eligible and I may have to vote on the amendment FINANCIAL INTEREST IN ACTION TO BE TAKEN Financial interest Please explain the financial interest and include the dollar amount if you know it. involved: I may be eligible for a bonus established by amendment 20 for S 2789 Public official's signature: John [ Velis Date: July 1, 2020 Attach additional pages if necessary. File the signed disclosure with: State Ethics Commission, One Ashburton Place, Room 619, Boston, MA 02108 Form Revised February, 2012 | 2020/Velis,_John_section_6A_disclosure_7.1.20.pdf | |||
| 03096cf276456fed28a55b1482ba5b64af7bc9e3772abb6401b15a43a40809f5 | 2016/SpilkaKaren12.9.16.pdf | 2016 | Karen E. Spilka | Senate, Senate Committee on Ways and Means | DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ETHICS RECEIVED COMMISSION ELECTED PUBLIC EMPLOYEE INFORMATION2016 DEC -9 PM 2:46 Name of elected public employee: Karen E. Spilka Title/ Position Massachusetts Senator Agency/ Department Senate, Senate Committee on Ways and Means Agency address: Room 212 State House Boston, MA 02133 Office phone: 617.722.1640 Office e-mail: Karen.Spilka@masenate.gov Write an X to confirm I am filing this disclosure because: each statement. _X_ I am going to engage in an activity that serves a legitimate public purpose, i.e., it is intended to promote the interests of the Commonwealth, a county or a municipality; and _X_ A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which is the reason for traveling. The Millbank Memorial Fund has arranged a two day symposium in Minneapolis on the subject of health care cost, quality and delivery. Presenters from the fields of government and public health will share lessons learned from Minnesota's efforts in the areas of health care payment and delivery system reform. Describe your participation in the activity. I will attend and participate in discussions regarding Minnesota's health care cost containment efforts and their applicability to similar efforts in the commonwealth. Date, time and location of activity. December 14 - 16, 2016 Commons Hotel 615 Washington Avenue SE Minneapolis, MN Please explain how the activity will promote the This trip will inform our work in the senate as we consider the next steps to take in interests of the health care cost containment policy. Minnesota is of particular interest to our work, Commonwealth, a county given its experience with controlling costs and improving care delivery in the areas of or a municipality. managed care, behavioral health, and long term services and supports. … | 2016/SpilkaKaren12.9.16.pdf | |
| 032590f0f049597a1341df548330f8e1b616a4676dede003522e16078f339cf7 | 2014/SafranAlan.pdf | 2014 | Alan Safran | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. C. 268A, § 6 RECEIVED STATE ETHICS COMMISSION STATE EMPLOYEE INFORMATION Name: Alan Safran 2014 MAR 12 AM11:05 Title or Position: Director of Dissemination for Academic Support of Match Charter Public School (the "Match School") State Agency: Match Charter Public School Agency Address: 1001 Commonwealth Avenue Boston, MA 02215 Office Phone: (617) 232-0300 Office E-mail: asafran@matcheducation.org My duties to the Match School require me to participate in a particular matter in another entity, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other The Chief Executive Officer (the "CEO") of Match Charter Public School and Match Community Day proceeding, application, Charter Public School (collectively, the "Schools") has required that I provide services to The submission, request MATCH School Foundation, Inc. (the "Foundation"), as part of my duties as the Director of for a ruling or other Dissemination for Academic Support of the Match School. determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: The CEO requires that I work with the Foundation, which serves as a dissemination arm of the Schools. The Foundation is a Massachusetts not-for-profit corporation, which is tax exempt under E.g., approval, Section 501(c)(3) of the Internal Revenue Code. As part of my official job responsibilities, I oversee disapproval, decision, the dissemination of tutoring model best practices learned from the School and the delivery of recommendation, academic content through the Foundation, which serve… | 2014/SafranAlan.pdf | ||
| 032f504d05fcaeee9ba0232751be0ce9a0f88a02d4d475401378962428cfaf0c | 2015/SohnIvy_1.pdf | 2015 | Ivy E. Sonn MD | DISCLOSURE BY STATE EMPLOYEE OF A FINANCIAL INTEREST IN A CONTRACT TO PROVIDE SERVICES FOR THE COMMITTEE FOR PUBLIC COUNSEL SERVICES AS REQUIRED BY 930 CMR 6.06(2) STATE EMPLOYEE INFORMATION Name of state employee: Ivy E. Sonn MD Title/ Position Please provide information about your state employee position. Assistant Professor, university f inpissachusetts Medical School serving & child avez psychiamst for DMH contract undorsa Agency. University of Massachusetts Medical School Agency address: University of Massa chugtts Medical School Department of Psythiatry 55 North Lake Avenue worester. MA 01655 Office phone: (478) 863-5034 Office e-mail: ivy.sohn@mussmail.state.ma.us I am a state employee. The Committee for Public Counsel Services ("CPCS") provides representation and services to persons with regard to various matters in the state courts and assigns attorneys and personnel to work on the matters. In connection with these matters, I expect to provide representation or services to, or on behalf of, such persons, attorneys or personnel. I respectfully request written approval of the arrangement from CPCS and (If 1 am not an elected state employee) from my appointing authority In my state position. CPCS SERVICES Describe the nature of the representation or Forensic psychalry evaluations. services you expect to provide to or for CPCS. If you are providing services through a company, please provide its name and address, Who will pay you for your services? CPCS, directly. An attorney or personnel assigned by CPCS. If not CPCS, please provide the name and address of the person or entity who will pay you or your company for your services. What is your financial Please explain your financial Interest and provide the dollar amount If you know it. interest In providing these services? I will be compansated for forensic psychiatic sences Please Include both rendcred on an hourly basis compensation and obligations, etc. Employee signature: APPROVAL BY COMMITTEE FOR PUBLIC COUNSEL SERVICES Name and title of CPCS employee giv… | 2015/SohnIvy_1.pdf | ||
| 0334d9c78d08217bd812ea14e3708409c844bcc11403e1be85c021f6f0a57c69 | 2020/Sansoucy,_George_E._1.15.20_-_6_-_4.pdf | 2020 | George E. Sansoucy | The Commonwealth of Massachusetts RECEIVED Department of Revenue COMMISSION 2019 JAH 15 PM 2:58 Litigation Bureau 100 Cambridge Street KEVIN W. BROWN ACTING COMMISSIONER AND P.O. Box 9565 GENERAL COUNSEL Boston, MA 02114-9565 January 15, 2020 State Ethics Commission Room 619 One Ashburton Place Boston, MA 02108 Re: George E. Sansoucy, P.E.: Disclosure and Determination under G.L. c. 268A, § 6 To Whom It May Concern: Consistent with the requirements of G.L. C. 268A, § 6, I am filing herewith six separate Disclosures and Determinations with respect to an employee of the Department of Revenue, Mr. George E. Sansoucy, P.E, Massachusetts Certified General Appraiser. Mr. Sansoucy filed each such Disclosure of a financial interest in a particular matter with his appointing authority, Timothy Rooney, Chief Financial Officer, Department of Revenue. With respect to each of the six Disclosures, Mr. Rooney made the Determination that the financial interest was not so substantial as to be deemed likely to affect the integrity of the services that the Commonwealth may expect from Mr. Sansoucy. Thank you for your attention to this matter. Tax Counsel (617) 626-4002 DOCS # 482507/APO DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STATE EMPLOYEE INFORMATION Name: George E. Sansoucy Title or Position: Outside Expert Appraiser State Agency: Massachusetts Department of Revenue Agency Address: 100 Cambridge Street Boston, MA 02114 Office Phone: 603-788-4000 Office E-mail: gsansoucy@sansoucy.com My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter E.g., a judicial or other I work as an outside expert appraiser for the Department of Revenue for the proceeding, application, Commonwealth of Massachusetts ("DOR"). In that capacity, I make re… | 2020/Sansoucy,_George_E._1.15.20_-_6_-_4.pdf | ||
| 0335e5822b2e6de4650df8184bf6ceadc08f0607ad61a203e342dde7ce782815 | 2015/ZimmererJesse.pdf | 2015 | Jessie Zimmerer | Office of Senator Sonia Chang-Diaz, Commonwealth of Massachusetts | DISCLOSURE BY NON-ELECTED PUBLIC EMPLOYEE OF INCIDENTAL HOSPITALITY AT AN EVENT SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(3)(b). PUBLIC EMPLOYEE INFORMATION Name of non-elected Jessie Zimmerer public employee: Title/ Position Legislative Director Agency/ Department Office of Senator Sonia Chang-Diaz, Commonwealth of Massachusetts Agency address: State House Room 111 Boston, MA 02133 Office phone: 617-722-1673 Office e-mail: Jessie.zimmerer@masenate.gov I am filing this disclosure because: Write an X My attendance at an event will serve a legitimate public purpose, i.e., it will promote the to confirm each interests of the Commonwealth, a county or a municipality; and statement. A non-public entity (but not a lobbyist) has offered to pay or waive expenses worth more than $50 related to the event. EVENT ATTENDED Describe the event that you will attend. Casa Myrna Sixth Annual Community of Conscience Breakfast: Celebrating Progress. The morning will educate attendees about domestic and dating violence, remarks by survivors and service providers will be delivered. Awards for service will be given. Describe your participation in the Attending on behalf of Senator Chang-Diaz in my role as Legislative Director and point event. person on issues involving public health (which domestic violence poses a threat to). I will be networking with providers and learning about their work. Additionally I will learn about the services currently provided to survivors and service gaps for survivors throughout the Commonwealth. Date, time and location Wednesday May 20, 2015 of event. 7:30-9:00AM Wyndham Boston Beacon Hill 5 Blossom Street Boston, MA 02144 Please explain how the activity will promote the Hearing directly from survivors and from service providers about the resources interests of the available and currently unavailable to survivors of domestic violence in regard to Commonwealth, a county housing, food supplements, education, medical services, legal assistance, and other or a municipality. supports is … | 2015/ZimmererJesse.pdf | |
| 033895ea6447162ceec3ee1afed008446bf275b94f8b3e98b78345efcdfc79f7 | 2017/Sevigne,_Kym_Marie_8.3.17_-_CMR_6.02(3).pdf | 2017 | Kym Marie Sevigne | The Commonwealth of Massachusetts Executive Office of Health and Human Servises Department of Mental Health COMMISSION 25 Staniford Street -3 AH11:31 Boston, Massachusetts 02114-2575 CHARLES D. BAKER Governor KARYN E. POLITO (617) 626-8000 Lieutenant Governor www.mass.gov/dmh MARYLOU SUDDERS Secretary JOAN MIKULA Commissioner July 11, 2017 Ms. Kym Marie Sevigne 429 Moore Street Ludlow, MA 01056 Dear Ms. Sevigne: I am pleased to appoint you for a three year term to the Holyoke/Chicopee Site Board with an expiration date of July 11, 2020. Your participation as a volunteer advisor to the Massachusetts Department of Mental Health is very much appreciated. The Department is committed to developing a service system that reflects local needs and meets high standards of care. Advances in care and treatment for individuals with mental illness, together with recognition of the need to partner with consumers to sustain their recovery in less restrictive environments have shifted the focus of treatment to the community. The Department's Community First vision is one that is aligned with consumer choice and the DMH public mental health system has transformed to empower consumers and families. Overwhelmingly, their choice to achieve their recovery is living independently - with the right supports - - in the community of their preference. Your active involvement as a Site Board member is critical to the success of the DMH mission and our Community First Initiative. I have enclosed a copy of the regulations governing citizen advisory boards. You will note that all board appointees must participate in training and orientation activities. Also note that you must be sworn in by two "Commissioners to Qualify Public Officers" within the next 90 days. Information regarding this requirement is attached and I suggest you confer with your Area Director as to the best way of meeting this requirement. Also, please be aware that, because you are an employee of an agency that currently contracts with the Department, you are required by the S… | 2017/Sevigne,_Kym_Marie_8.3.17_-_CMR_6.02(3).pdf | ||
| 0348fc1d53ecdb3a16489039315ab325cccca8ef242e27b6826b41e6be21550b | 2016/Nguyen,_Pauline_section_6_disclosure_8.11.16.pdf | 2016 | Pauline Nguyen | State Ethics Commission | DISCLOSURE BY NON-ELECTED STATE EMPLOYEE OF FINANCIAL INTEREST AND DETERMINATION BY APPOINTING AUTHORITY AS REQUIRED BY G. L. c. 268A, § 6 STAFF DISCLOSURE MAY BE C ONFIDENTIAL STATE EMPLOYEE INFORMATION Name: Pauline Nguyen DO NOT RELEASE THEM UNLESS EXECUTIVE DIRECTOR OR GENERAL Title or Position: Assistant General Counsel COUNSEL REVEIWS AND APPROVES RELEASE State Agency: State Ethics Commission Agency Address: One Ashburton Place, Rm 619 Office Phone: (617) 371-9500 Office E-mail: pauline.nguyen@state.ma.us My duties require me to participate in a particular matter, and I may not participate because of a financial interest that I am disclosing here. I request a determination from my appointing authority about how I should proceed. PARTICULAR MATTER Particular matter Please describe the particular matter. E.g., a judicial or other proceeding, application, Hiring of new Executive Director submission, request for a ruling or other determination, contract, claim, controversy, charge, accusation, arrest, decision, determination, or finding. Your required Please describe the task you are required to perform with respect to the particular matter. participation in the particular matter: As directed by Commission, tasks related to hiring of new Executive Director, including E.g., approval, but not limited to drafting position description and job posting, reviewing applications, disapproval, decision, recommendation, interviewing candidates, checking references, and making recommendations to rendering advice, investigation, other. Commission. FINANCIAL INTEREST IN THE PARTICULAR MATTER Write an X by all that apply. __X_ I have a financial interest in the matter. My immediate family member has a financial interest in the matter. My business partner has a financial interest in the matter. I am an officer, director, trustee, partner or employee of a business organization, and the business organization has a financial interest in the matter. I am negotiating or have made an arrangement concerning future employment with a p… | 2016/Nguyen,_Pauline_section_6_disclosure_8.11.16.pdf | |
| 0355542a4de6439f4d687130148ee550eb4e55c3781ab8309f32ccc2ce4c1bf3 | 2015/Chandler,_Harriette_930cmr5.082d2_disclosure_2015-10-01.pdf | 2015 | Harriette L. Chandler | MA Senate | RECEIVED STATE ETHICS COMMISSION DISCLOSURE BY ELECTED PUBLIC EMPLOYEE OF TRAVEL EXPENSES SERVING A LEGITIMATE PUBLIC PURPOSE AS REQUIRED BY 930 CMR 5.08(2)(d)2. ELECTED PUBLIC EMPLOYEE INFORMATION Name of elected public employee: Harriette L. Chandler Title/ Position MA Senate Majority leader Agency/ Department MA Senate Agency address: State House, Room 333 Boston, MA 02133 Office phone: (617) 722 -1544 Office e-mail: Write an X to confirm I am filing HarrieHe. Chandler@masenate.gov this disclosure because: each statement. I am going to engage in an activity that serves a legitimate public purpose, i.e., il is intended to promote the interests of the Commonwealth, a county or a municipality; and A non-public entity (but not a lobbyist) has offered to reimburse, waive or pay travel expenses and costs worth more than $50. ACTIVITY THAT SERVES A LEGITIMATE PUBLIC PURPOSE Describe the activity which Is the reason for Milbank Memonal Fund's Reforming States Group (RSG) traveling. met to discuss its goals for 2015, updates on prenous projects Describe your participation in the Participated as a member of the RSG activity. Steering Committee Date, time and location of activity. September 2-4 2015 in Denver, Co Please explain how the activity will promote the The Denver conference topics focused on health interests of the Commonwealth, a county Policy and the necessary resources and shills state or a municipality. health leaders need to meet health reform challenges State leaders learned that successful implementation of health reform depends on a combination 7 policy capacity and leadership. TRAVEL EXPENSES Identify the person or organization that Trina A. Gonzalez Program officer offered to reimburse, Milbank Memorial Fund waive or pay your travel expenses. Address of person or Milbank Memorial Fund organization. 645 Madison Arenue #15 New York, NY 10022 Provide information in as much detail as Itemization and explanation of amounts offered: possible: Air, train, bus, and taxi fare and rental car hire. etc. Transport… | 2015/Chandler,_Harriette_930cmr5.082d2_disclosure_2015-10-01.pdf | |
| 036d7ddd4c33d8e60c4ace8713398e55498b57d0f43abb5941ef00d7ce8e9efd | 2015/CampbellLIndaDean.pdf | 2015 | April 27, 2015 State Ethics Commission One Ashburton Place, Room 619 Boston, MA 02108 Dear Commissioners: I write to disclose that I am an active state employee who receives or could receive health insurance through the Group Insurance Commission. Pending before the House of Representatives are two floor amendments relative to the FY'2016 budget: Amendment 403 has the effect of setting a 25% contribution rate for health insurance coverage for all active state employees. Amendment 903 has the effect of setting a 20% contribution rate for health insurance coverage for all active state employees. If adopted, changes to the contribution rates for state employees may have an effect on my personal financial interests which is different from the effect on the general public. I make this disclosure pursuant to G.L. c. 268A § 6A and consider it public in nature. Sincerely yours, State Representative C. Camp bell Linda Dean Campbell State Representative 15TH Essex | 2015/CampbellLIndaDean.pdf |
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