type,key,title,timestamp,category,is_public,search_1,search_2,search_3
sfi.db/filings,10000,Elizabeth M. Fahey 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Fahey
Elizabeth M.
(617) 788-8130
elizabeth.fahey@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Superior Court,
Administrative
Office
Associate
Justice
09/09/1999
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Northeastern
University
Huntington Ave, Boston,
MA, 02215, US
Employee
$5,001 to 10,000
Boston
University
Commonwealth Ave,
Boston, MA, 02215, US
Employee
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Yes
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
8 Eldredge St,
Newton, MA,
02458, US
Kosiavelon et
al, Nicholas
8 Eldredge St,
Newton, MA, 02458,
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
25
Fairway
Dr,
Kennebun
k, ME,
04043,
$100,001
or more
$20,001
to
40,000
7 years
3.5
2017
Creditor
Infinity
Federal
Credit
Union
Creditor
P.O. Box
9742,
Portland
, ME,
04104
5060, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Elizabeth M. Fahey, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10001,Sonia A Bryan 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Bryan
Sonia A
(617) 348-5728
sonia.bryan@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Executive Office
of Health and
Human Services
(EOHHS)
600 Washington Street,
Boston, MA, 02111, US
Director,
Civil Rights
Office
09/27/2010
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
The Vanguard
Group
Mutual Fund
Pennsylvania
PO Box 1110,
Valley Forge ,
PA, 19482, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Rockland
Credit Union
1690 Main Street,
Weymouth, MA, 02190, US
30 years
3.625
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
$100,001
or more
$100,001
or more
30 years
4.99
2043
Creditor
Ditech
Financia
l
Creditor
7360 S
Kyrene
Road,
Tempe,
AZ,
85283,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Sonia A Bryan, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10002,John K Crotty 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Crotty
John K
(413) 552-4701
john.crotty@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Executive Office
of Health and
Human Services
(EOHHS)
110 Cherry St, Holyoke,
MA, 01040, US
Deputy
Superintenden
t
01/22/2017
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
America's
Preferred
Packaging
Inc
650 Dwight St # 1387,
Holyoke, MA, 01041
1387, US
Manager
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
TD Ameritrade
Holding
Corporation
Common
Stock(AMTD)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, John K Crotty, certify under the pains and penalties of perjury that:
Submitted: 04/26/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10003,Howard J J Eberwein III 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Eberwein III
Howard J J
(413) 662-5543
Howard.J.Eberwein@mcla.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
College of
Liberal Arts
Dean,
Graduate and
Continuing
Education
08/15/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Adams Bank
2 Center St., Adams, MA,
01220, US
15 years
2.99
2028
Adams Bank
2 Center St., Adams, MA,
01220, US
10 years
3.00
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Howard J J Eberwein III, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10004,Bruce R Henry 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Henry
Bruce R
(617) 788-8130
bruce.henry@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Superior Court,
Administrative
Office
Three Pemberton Square,
Boston, MA, 02108, US
Associate
Justice
12/21/2004
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Cambridge Public
Schools
159 Thorndike
Street, Cambridge,
MA, 02140, US
Teaching
Assistant
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Thomson West
Publishing
610 Operman Drive, St.
Paul, MN, 55164 0779,
Independent Contractor
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 15
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 15
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
549 Hatherly
Road, Scituate,
MA, 02066, US
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 15
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 15
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Eaton Vance
Floating Rate
Fund Insti
Share(EIBLX)
F, S/C
FPA Funds Trust,
FPA Crescent
Portfolio
Institutional
Class(FPACX)
F, S/C
Goldman Sachs
Strategic Income
Fund Insti
Shares(GSZIX)
F, S/C
Vanguard Mid-Cap
Index Fund
Admiral
Shares(VIMAX)
F, S/C
PowerShares QQQ
Trust, Series
1(QQQ)
F, S/C
SPDR S&P 600
Small Cap ETF
(based on S&P
SmallCap 600
Index -- symbol
SML)(SLY)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 15
JPMorgan
Strategic Income
Opportunities Fd
Select Cl(JSOSX)
F, S/C
Guggenheim S&P
500 Equal Weight
ETF(RSP)
F, S/C
Vanguard
Short-Term Bond
ETF(BSV)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 11 of 15
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 12 of 15
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 13 of 15
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 14 of 15
I, Bruce R Henry, certify under the pains and penalties of perjury that:
Submitted: 04/26/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 15 of 15",,
sfi.db/filings,10005,Victoria Coates 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Coates
Victoria
(617) 933-3039
vicki.coates@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Commonwealth
Health Insurance
Connector
Authority (Health
Connector)
100 City Hall Plaza,
Boston, MA, 02108, US
Chief
Operating
Offiicer
03/16/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Dean Bank
West Central Street,
Franklin, MA, 02038, US
30
3
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Victoria Coates, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10006,III Neff 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Neff
III
Howard V
(617) 725-8050
hneff@cjc.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Commission on
Judicial Conduct
(CJC)
11 BEACON STREET, SUITE
525, BOSTON, MA, 02108,
EXECUTIVE
DIRECTOR
09/04/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Department of
Transportation
10 Park Plaza,
Boston, MA, 02116,
Program
Manager, HR
Staffing and
Operations
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
7 Leeds Street Condo
Trust (HOA)
7 Leeds Street, Boston,
MA, 02127, US
Trustee
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Central
Mortgage
Company
801 John Barrow Road,
Suite 1, Little Rock,
AR, 72205, US
30 years
4.25
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Howard V Neff
III, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10007,David H Tuttle 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Tuttle
David H
(508) 854-1802
davidt@sdw.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Worcester County
Sheriff's
Department
5 Paul X. Tivnan Drive,
West Boylston, MA, 01583,
Superintenden
t
02/23/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Worcester
State
University
486 Chandler
Street,
Worcester,
MA, 01602,
Board of
Trustees
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of Rutland
250 Main Street,
Rutland, MA, 01543,
Treasurer/Coll
ector
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Sibley Road,
Barre, MA, 01005,
$40,001 to
60,000
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Barre Savings
Bank
Common Street, Barre,
MA, 01005, US
30
3.0
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, David H Tuttle, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10008,David E Pierce 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Pierce
David E
(617) 626-1532
david.pierce@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Page 2 of 15
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
Deputy
Director
03/01/2000
$60,001 to
100,000
Department of
Fish and Game
(DFG)
251 Causeway St., Boston,
MA, 02114, US
Director
09/10/2015
Department of
Fish and Game
(DFG)
251 Causeway St, Boston,
MA, 02114, US
Director
09/11/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Page 3 of 15
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 4 of 15
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 5 of 15
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 6 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 7 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 8 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 9 of 15
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 11 of 15
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 12 of 15
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 13 of 15
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 14 of 15
I, David E Pierce, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 15 of 15",,
sfi.db/filings,10009,Patricia Lesperance 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Lesperance
Patricia
(508) 422-3367
Patricia.Lesperance@massmail.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Correction (DOC)
50 Maple Street, Milford,
MA, 01757, US
Budget
Director
11/02/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Under Armour Retail Inc
1 Premium Outlet Blvd,
Wrentham, MA, 02093, US
Employee
Dean College
99 Main Street, Franklin,
MA, 02038, US
Employee
DBA Inspire Dance
Academy
18 Water Street, Holliston,
MA, 01746, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Patricia Lesperance, certify under the pains and penalties of perjury that:
Submitted: 04/20/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10010,Ann T. Colicchio 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Colicchio
Ann T.
(978) 369-0500
Ext : 601
ann.colicchio@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Concord District
Court
305 walden street,
concord, MA, 01742, US
Clerk-Magistr
ate
10/27/1993
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
law office of neil n.
colicchio
þ
200 Sutton Street, North
Andover, MA, 01450, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Neil N. Colicchio
200 Sutton Street, North Andover, MA, 01450, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
merrimack
mortgage
po box 8068, virginia
beach,VA, VA, 23450, US
20
3.125
2036
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Ann T. Colicchio, certify under the pains and penalties of perjury that:
Submitted: 04/28/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10011,Ruth Hersh 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hersh
Ruth
(781) 338-3211
rhersh@doe.mass.edu
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Elementary and
Secondary
Education (ESE)
75 Pleasant Street,
Malden, MA, 02148, US
Assistant
Director of
the Office of
Charter
Schools and
School
Redesign
04/01/2017
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Friends of the
Robbins Library
700 Massachusetts Avenue,
Arlington, MA, 02476, US
Trustee
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Cambridge
Savings Bank
1300 Massachusetts
Avenue, Arlington, MA,
02476, US
30
3.75
2046
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Ruth Hersh, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10012,Edward J Farley 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Farley
Edward J
(781) 849-5505
efarley@masslottery.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Transportation
10 Park Plaza, Boston,
MA, 02116, US
Director for
the Office of
Outdoor
Advertising
12/03/2007
$60,001 to
100,000
MassDOT/Highway
Division
Director of
the Office of
Outdoor
Advertising
12/03/2007
$60,001 to
100,000
Department of
Transportation
DIrector
12/03/2007
$60,001 to
100,000
Massachusetts
State Lottery
Commission
60 Columbian Street,
Braintree, MA, 02184, US
Assistant
Executive
Director and
Chief
Administrativ
e Officer
01/26/2015
Massachusetts
State Lottery
Commission
60 Columbian St,
Braintree, MA, 02184, US
Chief
Administrativ
e Officer
04/23/2015
Massachusetts
State Lottery
Commission
60 Columbian St,
Braintree, MA, 02184, US
Assistant
Executive
Director and
Chief
Administrativ
e Offiicer
01/26/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Page 2 of 15
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Page 3 of 15
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 15
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
14 E Main St,
Middleboro, MA,
02346, US
Yes
Yes
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 6 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Name of Bond/ Other Security
Description of Investment
Income from Investment
General Electic Stock
stocks
Less than $1,001
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
Page 8 of 15
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
General Electric
Company Common
Stock(GE)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 15
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 11 of 15
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 12 of 15
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
Page 13 of 15
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 14 of 15
I, Edward J Farley, certify under the pains and penalties of perjury that:
Submitted: 05/01/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 15 of 15",,
sfi.db/filings,10013,Thomas P Hopkins 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hopkins
Thomas P
(617) 727-0660
Ext : 25450
thomas.hopkins@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Public Safety
(DPS)
One Ashburton Place, Room
1310, Boston, MA, 02108,
Executive
Director
08/01/2002
$60,001 to
100,000
Architectural
Access Board
One Ashburton Place,
Boston, MA, 02108, US
Executive
Director
08/01/2002
Department of
Public Safety
(DPS)
One Asnburton Place,
Boston, MA, 02108, US
Executive
Director
08/01/2002
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Spencer
Savings Bank
176 Main Street,
Spencer, MA, 01562, US
15 years
6.25
2021
Spencer
savings Bank
176 Main Street,
Spencer, MA, 01562, US
15 year fixed
6.25
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Thomas P Hopkins, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10014,Gregory V Roach 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Roach
Gregory V
Contact Phone Number:
Contact Email :
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Administrative
Office of the
Trial Court
(AOTC)
225 Main Street,
Worcester, MA, 01608, US
Circuit Judge
10/11/2001
Administrative
Office of the
Trial Court
(AOTC)
John Adams Courthouse,
Pemberton Square, Boston,
MA, 02108, US
Circuit Judge
10/10/2001
Administrative
Office of the
Trial Court
(AOTC)
225 Main Street,
Worcester, MA, 01608, US
Circuit Judge
10/11/2001 10/07/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Middlesex
Savings Bank
P.O. Box 5210,
Westborough, MA, 01581,
15 years
3.75
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
18 Aire
Lane,
Chatham,
MA,
02633,
F, S/C
$40,001
to
60,000
$20,001
to
40,000
10 years
3.751
2023
Cape Cod
Five
Cent
Saving
Bank
18 Aire
Lane,
Chatham,
MA,
02633,
F, S/C
$40,001
to
60,000
$20,001
to
40,000
10 years
4.25
2021
Cape Cod
Five
Cents
Savings
Bank
Creditor
P.O.
Box,
Orleans,
MA,
02653,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Gregory V Roach, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10015,Kelly A Prendergast 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Prendergast
Kelly A
(508) 929-2005
kelly.Prendergast@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Children and
Families (DCF)
Director
Areas
of
06/01/2013
$60,001 to
100,000
Department of
Children and
Families (DCF)
151 West Boylston Drive,
Worcester, MA, 01606, US
Director of
Areas
06/01/2013
$60,001 to
100,000
Department of
Children and
Families (DCF)
151 West Boylston Drive,
Worcester, MA, 01606, US
Area Director
06/01/2013
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Anthony Prendergast
Appraisals
þ
69 Sagamore Road, Worcester,
MA, 01609, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Spouse's Name
Appraisals
Anthony Prendergast Appraisals
Home address, Home City, MA, 01609, US
69 Sagamore Rd, Worcester, MA, 01609, US
Page 3 of 13
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citimortgage
P.O. Box 6243, Sioux
Falls, SD, 57117 6243,
15 yr
5.85
2020
CitiMortgage
P.O. Box 6243, Sioux
Falls, SD, 57117 6243,
15
5.85
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Kelly A Prendergast, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10016,Thomas J Tinlin 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Tinlin
Thomas J
(857) 368-9662
thomas.tinlin@dot.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassDOT/Highway
Division
10 Park Plaza, Boston,
MA, 02116, US
Administrator
03/06/2015
MassDOT/Highway
Division
10 Park Plaza, Boston,
MA, 02116, US
Highway
Administrator
03/06/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Boston Public
School Department
2300 Washington
Street, Boston, MA,
02119, US
Occupational
Therapist
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
City of Boston
Credit Union
Shawn Thornton
Foundation
Children's Trust
Foundation
1 Union Street, Boston,
MA, 02114, US
Director
1 Union Street, Boston,
MA, 02114, US
Officer
55 Court Street, Boston,
MA, 02108, US
Director
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
P.O. Box 9001871,
Louisville, KY, 40290,
30 years
3.75
2042
City of Boston
Credit Union
1 Union Street, Boston,
MA, 02114, US
15 years
4.99
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$10,00
1 to
20,000
$1,001 to
5,000
3.99
12/31/2017
personal
City of
Boston
Credit Union
1 Union
Square,
Boston, MA,
02114, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Thomas J Tinlin, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10017,Laney Bruner-Canhoto 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Bruner-Canhoto
Laney
(617) 624-7740
laney.bruner-canhoto@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Developmental
Services (DDS)
500 Harrison Avenue,
Boston, MA, 02118, US
Director of
Waiver
QM/Assistant
Commissioner
for QM (since
August 2016)
01/27/2014
Department of
Developmental
Services (DDS)
500 Harrison Avenue,
Boston, MA, 02118, US
Assistant
Commissioner
for Quality
Management
08/15/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
ProPharma
141 Nob Hill Drive,
Framingham, MA, 01701, US
Manager
Alnylam
300 Third Street, 3rd floor,
Cambridge, MA, 02142, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
New York
Community Bank
615 Merrick Avenue,
Westbury, NY, 11590, US
15 year
3.25
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Laney Bruner-Canhoto, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10018,John J. Sullivan 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Sullivan
John J.
(781) 338-6594
jsullivan@doe.mass.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Elementary and
Secondary
Education (ESE)
Director,
School
Business
Services
09/01/1999
$60,001 to
100,000
Department of
Elementary and
Secondary
Education (ESE)
Director,
School
Business
Services
09/01/1999
$60,001 to
100,000
Department of
Elementary and
Secondary
Education (ESE)
Director,
School
Business
Services
09/01/1999
$60,001 to
100,000
Department of
Elementary and
Secondary
Education (ESE)
Director,
School
Business
Services
09/01/1999
$60,001 to
100,000
Department of
Elementary and
Secondary
Education (ESE)
Director,
School
Business
Services
09/01/1999
$60,001 to
100,000
Department of
Elementary and
Secondary
Education (ESE)
Executive
Director,
School
Finance and
District
Support
01/01/2013
$60,001 to
100,000
Executive
Director
School
Finance &
District
Support
01/01/2013
Department of
Elementary and
Secondary
Education (ESE)
75 Pleasant St, Malden,
MA, 01887, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Chelmsford Public
Schools
200 Richardson Rd,
No. Chelmsford, MA,
01863, US
Special
Education Aide
Municipal
Chelmsford Public
Schools
230 North Rd,
Chelmsford, MA,
01824, US
Teacher
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Mt. Auburn Hospital
330 Mt Auburn St, Cambridge,
MA, 02149, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Metco Credit
Union
P.O. Box 9100, Chelsea,
MA, 02150 9100, US
60 months
3.25%
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, John J. Sullivan, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10019,MaryJane Brady Stirgwolt 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Stirgwolt
MaryJane Brady
(781) 598-5200
Ext : 284
mary-jane.brady-stirgwolt@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Lynn District
Court
580 Essex Street, Lynn,
MA, 01901, US
Clerk-Magistr
ate
01/29/1999
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Turner Construction
Company
one seaport lane, boston,
MA, 02210, US
Manager
Salem YMCA
Sewall Street, Salem, MA,
01970, US
Employee
Northeastern University
360 Huntington Avenue,
Boston, MA, 02115, US
Employee
Clover Restaurant
360 Longwood Avenue, Boston,
MA, 02215, US
Employee
Next Step Living
21 Drydock Ave #2, Boston,
MA, 02210, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Manchester Yacht
Club
Tuck's Point, Manchester,
MA, 01944, US
Officer
$1,001 to 5,000
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Salem YMCA
Sewall Street, Salem, MA, 01970,
Director
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Elfun Diversified
Fund(ELDFX)
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Brotherhood
Credit Union
75 Market Street, Lynn,
MA, 01901, US
10 years
4.47
2019
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, MaryJane Brady Stirgwolt, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10020,Kate Hogan 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hogan
Kate
(617) 722-2130
kate.hogan@mahouse.gov
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Office
Representative in General Court
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
House of
Representatives
24 Beacon Street, Boston,
MA, 02133, US
State
Representativ
e
01/05/2010
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
WPI
100 Institute Road,
Worcester, MA, 01609, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Webster First
Federal Credit
Union
271 Greenwood Street,
Worcester, MA, 01607, US
15 years
3.375
2029
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
Name of Source of Reimbursement
Address of Source of Reimbursement
Amount of Reimbursement
Milbank Memorial Fund
645 Madison Avenue,
15th Floor, New York,
NY 10022
$1167
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Kate Hogan, certify under the pains and penalties of perjury that:
Submitted: 05/15/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10021,David Rodrigues 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Rodrigues
David
(617) 547-1171
DRodrigues@sdm.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Middlesex County
Sheriff
400 Mystic Avenue,
Medford, MA, 02155, US
Director,
Civil Process
03/07/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of Sudbury
278 Old Sudbury
Road, Sudbury, MA,
01776, US
Town Manager
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Everett
Cooperative
Bank
419 Broadway, Everett,
MA, 02149, US
30 years
4
2043
Everett
Cooperative
Bank
419 Broadway, Everett,
MA, 02149, US
Line of Credit
1.5
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, David Rodrigues, certify under the pains and penalties of perjury that:
Submitted: 04/26/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10022,Ann B Crook 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Crook
Ann B
(508) 693-7022
Ext : 202
acrook@mvyairport.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Martha's Vineyard
Airport
71 Airport Road, Martha's
Vineyard Airport,
Vineyard Haven, MA,
02568, US
Airport
Manager
05/06/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Nationstar
P.O. Box 650783, Dallas,
TX, 75265 0783, US
15 years
3.25
2026
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Ann B Crook, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10023,Jennifer Saubermann 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Saubermann
Jennifer
(617) 371-3999
Ext : 204
saubermann@masstech.org
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Technology
Collaborative
2 Center Plaza, Suite
200, Boston, MA, 02108,
Associate
General
Counsel &
Director of
Intragovernme
ntal Affairs
03/10/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Northern Capital
Securities Corporation
300 Brickstone Square, 10th
Floor, Andover, MA, 01810,
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Women's Bar
Association of
Massachusetts
27 School Street, Suite
500, Boston, MA, 02108, US
Officer
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Provident
Funding
Mortgage
P.O. Box 5914, Santa
Rosa, CA, 95402 5914, US
30 year
3.875
2045
Middlesex
Savings Bank
6 Main street, Natick,
MA, 01760, US
10 years
3.75
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Jennifer Saubermann, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10024,Daniel A Pallotta 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Pallotta
Daniel A
(508) 830-9100
dpallotta@p-threeinc.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Office
County Commissioner - Plymouth County
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Plymouth County
Government
44 Obery St., Plymouth,
MA, 02360, US
Commissioner
01/02/2013
$10,001 to
20,000
Plymouth County
Government
44 Obery Street,
Plymouth, MA, 02360, US
Commissioner
01/02/2013
$10,001 to
20,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of Hanover
550 Hanover Street,
Hanover, MA, 02339,
Sr. Clerk
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
P-Three Inc.
150 Longwater Drive,
Norwell, MA, 02061, US
Manager
P-Three Inc.
150 Longwater Drive,
Norwell, MA, 02061, US
Manager
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Percentage of stock
P-Three Inc.
150 Longwater Drive,
Norwell, MA, 02061, US
18%
P-Three Inc.
150 Longwater, Norwell, MA,
02061, US
33%
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
P-Three Inc.
P-Three Inc.
150 Longwater Drive,
Norwell, MA, 02061 1
150 Longwater, Norwell,
MA, 02061, US
,
Officer
Officer
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
150 Longwater
Drive, Norwell,
MA, 02061, US
150 Longwater
Drive, Unit 202,
Norwell, MA,
02061, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Real Estate Address
S/C
Name of Trust
Nature of Interest
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
30
5
2029
Salvucci,
Daniel
221 Hingham
St.,
Rockland, MA,
02370, US
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$60,00
1 to
100,00
0
$20,001 to
40,000
2.5
05/07/2020
Personal
South Shore
Savings Bank
1530 Main St,
Weymouth, MA,
02190, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Daniel A Pallotta, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10025,Thomas J. LaRosa 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
LaRosa
Thomas J.
(617) 626-4994
thomas.larosa@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Conservation and
Recreation (DCR)
251 Causeway Street,
Boston, MA, 02114, US
Deputy
General
Counsel
05/30/2004
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Farar Realty
Trust
þ
85A Green Street,
Jamaica Plain, MA,
02130, US
$20,001 to
40,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 16
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Farar
Realty
Trust
Real Estate Address
Beneficiary
109 Rockland
Street, Dedham, MA,
02026, US
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
109 Rockland
Street,,
Dedham, MA,
02026, US
T
Nogueira,
Domingas F
109 Rockland Street,
Dedham, MA, 02026,
109 Rockland
Street, Dedham,
MA, 02026, US
T
Monteiro,
Domingas F
109 Rockland Street,
Dedham, MA, 02026,
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Duke Energy
Corporation
(Holding
Company) Common
Stock(DUK)
Facebook, Inc. Class A Common
Stock(FB)
InterDigital,
Inc. - Common
Stock(IDCC)
Nike, Inc.
Common
Stock(NKE)
Verizon
Communications
Inc. Common
Stock(VZ)
Fidelity Growth
Strategies
Fund(FDEGX)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 16
Fidelity
Diversified
International
Fund(FDIVX)
Fidelity Growth
and Income
Pt(FGRIX)
Fidelity Capital
Trust: Fidelity
Focused Stock
Fund(FTQGX)
NiSource Inc
Common Stock(NI)
Johnson &
Johnson Common
Stock(JNJ)
Fidelity Blue
Chip Growth
Fund(FBGRX)
Fidelity Contra
Fund(FCNTX)
Fidelity
Fund(FFIDX)
Page 10 of 16
Fidelity New
Millennium
Fund(FMILX)
Enbridge Inc
Common
Stock(ENB)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
4
Winslow
Street,
#1,
Province
town,
MA,
02657,
$100,001
or more
$100,001
or more
20
3.875
2032
Creditor
Creditor
Wells
Fargo
P.O. Box
10335,
Des
Moines,
IA,
50306,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Thomas J. LaRosa, certify under the pains and penalties of perjury that:
Submitted: 04/24/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10026,David W Cunis 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Cunis
David W
(508) 875-7461
Ext : 500
david.cunis@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Framingham
District Court
First Justice
06/29/2014
Framingham
District Court
First Justice
06/29/2014
Ayer District
Court
Judge
12/06/2006
Ayer District
Court
Judge
12/06/2006
Ayer District
Court
Judge
12/06/2006
Ayer District
Court
Judge
12/06/2006
Ayer District
Court
Judge
12/06/2006
Marlborough
District Court
Acting First
Justice
12/01/2012
Marlborough
District Court
Acting First
Justice
12/01/2012
Framingham
District Court
600 Concord St.,
Framingham, MA, 01701, US
First Justice
06/30/2014
Administrative
Office of the
Trial Court
(AOTC)
John Adams Courthouse,
One Pemberton Square,
Boston, MA, 02108, US
Associate
Justice
12/06/2006
Administrative
Office of the
Trial Court
(AOTC)
John Adams Courthouse,
One Pemberton Square,
Boston, MA, 02108, US
Associate
Justice
12/06/2006
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
P.O. Box 2467,
Greenville, SC, 29602
2467, US
15 years
2.75
2028
BB&T
P.O. Box 2467,
Greenville, SC, 29602
2467, US
30 years
3.75
2047
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, David W Cunis, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10027,Jeffrey G McCue 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
McCue
Jeffrey G
(617) 348-8582
jeffrey.mccue@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Transitional
Assistance (DTA)
600 Washington St,
boston, MA, 02111, US
Commissioner
04/21/2015
Department of
Transitional
Assistance (DTA)
600 Washington Street,
Boston, MA, 02111, US
Commissioner
04/21/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Suffolk
University
Ashburton Place,
Boston, MA, 02108, US
Independent Contractor
$5,001 to 10,000
CMG
Associates
381 Elliott St, Newton
Upper Falls, MA, 02464,
Independent Contractor
$10,001 to
20,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Old Colony Hospice
1 Credit Union Way,
Randolph, MA, 02368, US
Employee
Fresh Market
11 Essington St, Hingham,
MA, 02343, US
Employee
Dana Farber Cancer
Center
51 Performance Drive,
Weymouth, MA, 02189, US
Employee
South Shore Orthopedic
Pond Park Road #102,
Hingham, MA, 02043, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Health Imperatives
942 W. Chestnut St.,
Brockton, MA, 02301, US
Director
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
$60,001 to
100,000
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Ameriprise
Financial, Inc.
Common
Stock(AMP)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of Easton
275 Washington Street,
Easton, MA, 02356, US
30 years
3.25%
2043
Bank of Easton
275 Washington Street,
Easton, MA, 02356, US
20 years
2.25%
2024
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Jeffrey G McCue, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10028,Roxanne Smith-Miller 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Smith-Miller
Roxanne
(617) 348-5557
roxanne.smith-miller@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Transitional
Assistance (DTA)
600 Washington St,
boston, MA, 02111, US
Regional
Director
09/27/2015
$60,001 to
100,000
Department of
Transitional
Assistance (DTA)
600 Washington St,
boston, MA, 02111, US
Regional
Director
09/27/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Mobile Notary Service
1076 Main St, Holyoke, MA, 01040, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Peoples Bank
330 Whitney Ave,
Holyoke, MA, 01040, US
15 years
3.25
2027
Peoples Bank
330 Whitney Ave,
Holyoke, MA, 01040, US
2017
3.25
2017
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$20,00
1 to
40,000
$20,001 to
40,000
1.9
09/16/2021
car
Honda
Financial
Services
200 Little
Falls Drive,
Wilmington,
DE, 19807, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Roxanne Smith-Miller, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10030,Allen H. Forbes 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Forbes
Allen H.
(617) 704-6685
aforbes@scsdma.org
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Suffolk County
Sheriff's
Department
General
Counsel
12/05/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Office of Chief
Medical Examiner
720 Albany Street,
Boston, MA, 02118,
Medical-Legal
Investigator
State
Office of the
Chief Medical
Examiner
720 Albany Street,
Boston, MA, 02118,
Medical-Legal
Investigator
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Bevins Realty Trust
26 Bevins Road, Saint Albans, VT, 05487, US
Bevins Realty Trust
26 Bevins Road, Saint Albans, VT, 05487, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Bevins Realty Trust
26 Bevins Road, St Albans, VT,
05487, US
Trustee
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
Name of Legislative Agent or Executive Agent
Address of Legislative or Executive Agent
Amount of Reimbursement
Suffolk County Sheriff's
Dept
20 Bradston Street, Boston,
MA
$300
Suffolk County Sheriff's
Dept
20 Bradston Street, Boston
$300
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Allen H. Forbes, certify under the pains and penalties of perjury that:
Submitted: 05/01/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10031,Amy Crafts 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Crafts
Amy
(617) 963-2355
amy.crafts@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of the
Attorney General
(AGO)
One Ashburton Place,
Boston, MA, 02108, US
Deputy Chief,
False Claims
Division
10/05/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Office of
Attorney
General
One
Ashburton
Place,
Boston, MA,
02108, US
Assistant
Attorney
General
$60,001 to
100,000
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Novartis
Pharmaceuticals Corp.
One Health Plaza, East
Hanover, NJ, 07936, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
73 Revere Street,
Apt 2, Boston,
MA, 02114, US
F, S/C
73 Revere Street,
Apt 3, Boston,
MA, 02114, US
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Novartis AG
Common
Stock(NVS)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citizens Bank
of PA
10 Tripps Lane,
Riverside, RI, 02915, US
30 year
3.875
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
73
Revere
Street,
Apt 2,
Boston,
MA,
02114,
F, S/C
$100,001
or more
$100,001
or more
25 years
4.6
2038
Bank of
America
c/o PHH
Mortgage
Services
5201
Gate
Parkway,
Jacksonv
ille,
FL,
32256,
73
Revere
Street,
Apt 3,
Boston,
MA,
02114,
$100,001
or more
$100,001
or more
25 years
4.5
2037
Citibank
N.A.
1000
Technolo
gy
Drive,
OFallon,
MO,
63368
2240, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Amy Crafts, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10032,Jean C. Poth 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Poth
Jean C.
(978) 556-3624
jpoth@necc.mass.edu
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Northern Essex
Community College
100 Elliott Street,
Haverhill, MA, 01830, US
Vice
President of
Institutional
Advancement
01/14/2001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
25 Governors
Road, Groveland,
MA, 01834, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Jean C. Poth, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10033,Matthew Brelis 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Brelis
Matthew
(617) 568-3104
mbrelis@massport.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Port Authority
(MASSPORT)
Director
Media
Relations
04/09/2007
Massachusetts
Port Authority
(MASSPORT)
Director
Media
Relations
04/09/2007
Massachusetts
Port Authority
(MASSPORT)
Director
Media
Relations
04/09/2007
Massachusetts
Port Authority
(MASSPORT)
Director
Media
Relations
04/09/2007
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
East Boston, MA, 02128,
director
media
relations
04/09/2007
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
East Boston, MA, 02128,
Director
Public
Affairs
02/15/2017
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Emerson College
Boylston St, Boston, MA,
02120, US
Employee
NBC Universal
100 Univeral City Plaza,
Universal City, CA, 91608,
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Percentage of stock
Alumnae/i Association
of Vassar College
124 Raymond Ave,
Poughkeepsie, NY, 12604, US
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
NBJ Realty Trust
107 Amory St, Cambridge,
MA, 02140, US
Trustee
$1,001 to 5,000
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Lambert's Cove Road, W.
Tisbury, MA, 05673, US
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
NBJ
Marital
Trust
NBJ Realty
Trust
Transferor
Real Estate Address
Beneficiary
107 Amory St,
Cambridge, MA,
02140, US
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Cambridge
Savings Bank
Mass Avenue, Cambridge,
MA, 02138, US
10 years
3.8
2026
Cambridge
Trust Co
Mass Ave, Cambridge, MA,
02138, US
10 years
3.8
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Matthew Brelis, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10034,Joanne G Zanella-Litke 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Zanella-Litke
Joanne G
(508) 999-8772
jlitke@umassd.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
University of
Massachusetts
Dartmouth (UMASS)
Assistant
Vice
Chancellor
for Program
Planning and
Fiscal
Management
09/24/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Whitcraft LLC
76 County Road, Eastford,
CT, 06242, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Deutsche Assset
& Weath Mgmt
F, S/C
Mutual Fund
Missouri
PO Box 219151,
Kansas City, MO,
64121 9151, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
PO Box 14411, Des
Moines, IA, 50306 3411,
15
3
2031
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Joanne G Zanella-Litke, certify under the pains and penalties of perjury that:
Submitted: 04/30/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10035,Matthew Horan 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Horan
Matthew
(617) 788-4397
matt.horan@mwra.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Water Resources
Authority (MWRA)
100 First Avenue,
Charlestown Navy Yard,
Boston, MA, 02129, US
Treasurer
01/17/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
102 Elizabeth
Lane, Dennis, MA,
02660, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
420 Montgomery Street,
San Francisco, CA,
94104, US
30 years
2.75
2040
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
102
Elizabet
h Lane,
Dennis,
MA,
02660,
$100,001
or more
$100,001
or more
30 years
4.125
2040
Creditor
Creditor
Chase
Bank
P.O.
Box24696
,
Columbus
, OH,
43224
0696, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Matthew Horan, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10036,David W Coppes 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Coppes
David W
(617) 305-5691
dave.coppes@mwra.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Water Resources
Authority (MWRA)
100 First Ave, Boston,
MA, 02129, US
Director,
Waterworks
02/19/2014
Director,
Western
Operations
09/01/2002 02/19/2014
Massachusetts
Water Resources
Authority (MWRA)
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
Municipal
Conservation
Commission
Great Road,
Stow, MA,
01775, US
Associate
State
Department
of Public
Licensure
1000
Washington
Street,
Boston, MA,
02118, US
Board of
Drinking
Water
Operator
License
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Department of
Children and
Families
690 Mechanic Street,
Leominster, MA,
01453, US
Education
Coordinator
þ
Services Provided
Education
advocacy for
children in
foster care.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Partners Health
Care/Arlington School
115 Mill Street, Belmont,
MA, 02478, US
Employee
Savers
222 E Main Street,
Marlborough, MA, 01752, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Coca-Cola
Company (The)
Common Stock(KO)
F, S/C
Johnson &
Johnson Common
Stock(JNJ)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
CitiMortgage
PO Box 78015, Phoenix,
AZ, 85062 8015, US
20 years
3.75
2033
Crescent
Credit Union
1219 Main Street,
Brockton, MA, 02301, US
10 years
3.5
2024
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, David W Coppes, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10037,Kaha Hizanishvili 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hizanishvili
Kaha
(617) 573-1627
Kaha.Hizanishvili@MassMail.State.MA.US
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of
Medicaid
(MassHealth)
1 Ashburton Place,
Boston, MA, 02108, US
Director of
Strategy
05/31/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
John Snow Inc.
44 Farnsworth St, #7,
Boston, MA, 02210, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Santander Bank
780 Beacon St, Newton,
MA, 02459, US
15 years
2.75
2031
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$100,0
01 or
$40,001 to
60,000
4.875
09/20/2021
None - student
loan
SoFi
633 Spirit
Drive,
Chesterfield,
MT, 63005, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Kaha Hizanishvili, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10038,Mary A. A DeRoo 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
DeRoo
Mary A. A
(617) 222-7468
mary.deroo@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Executive Office
of Elder Affairs
(EOEA)
Director Of
Home and
Community
Programs
08/06/2012
$60,001 to
100,000
Executive Office
of Elder Affairs
(EOEA)
Director of
Home and
Community
Programs
08/06/2012
$60,001 to
100,000
Executive Office
of Elder Affairs
(EOEA)
One Ashburton Place,
Boston, MA, 02108, US
Director of
Home and
community
Based
Services
08/06/2012
$60,001 to
100,000
Executive Office
of Elder Affairs
(EOEA)
One Ashburton Street,
Boston, MA, 02108, US
Director of
Home Care
08/06/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Yes
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
SunTrust
Mortgage
901 Semmes Avenue,
Richmond, VA, 23224, US
30 years
3.6
2045
Sun Trust
Mortgage
901 Semmes Avenue,
Richmond,, Richmond, VA,
23224, US
30 years
3.6
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Mary A. A DeRoo, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10039,Richard F Kennedy Jr. 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Kennedy Jr.
Richard F
(781) 461-6115
rkennedy@norfolkdeeds.org
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Norfolk County
Government
649 High Street, Dedham,
MA, 02026, US
First
Assistant
Register of
Deeds
05/01/1991
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Steward Norwood
Hospital
700 Washington Street,
Norwood, MA, 02062, US
Employee
Shaws Supermarket
East Central Street,
Franklin, MA, 02038, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Dean
Cooperative
Bank
Main Street, Franklin,
MA, 02038, US
15 years
2.875
2029
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Richard F Kennedy Jr., certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10040,Amy L. Karangekis 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Karangekis
Amy L.
(413) 784-1240
Ext : 7711
amy.karangekis@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of the
Attorney General
(AGO)
Deputy Chief
WMAS
01/06/2014
$60,001 to
100,000
Office of the
Attorney General
(AGO)
Deputy Chief
WMAS
01/06/2014
$60,001 to
100,000
Office of the
Attorney General
(AGO)
1350 Main Street,
Springfield, MA, 01103,
Assistant
Attorney
General, WMAS
Deputy
Chief/Managin
g Attorney
01/01/2014
$60,001 to
100,000
Office of the
Attorney General
(AGO)
1350 Main Street, 4th
Floor, Springfield, MA,
01103, US
Assistant
Attorney
General/Deput
y
Chief/Managin
g Attorney
09/01/2008
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Federal
Federal Bureau of
Investigation
1441 Main Street,
8th floor,
Springfield, MA,
01103, US
Special Agent
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Russo Lawn and
Landscaping Inc.
395 Ella Grasso Turnpike,
Windsor, CT, 06096, US
Employee
Suffield Country Club
341 North Main Street,
Suffield, CT, 06078, US
Employee
Russo Lawn & Landscape
Inc.
395 Ella Grasso Turnpike,
Windsor Locks, CT, 06096, US
Employee
Farmington Valley YMCA
97 Salmon Brook Street,
Granby, CT, 06035, US
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Central
Mortgage
Company
801 John Barrows Rd.
Suite 1, Little Rock,
AR, 72205, US
30 years
3.875
2045
Peoples United
Bank
850 Main Street,
Bridgeport, CT, 06604,
25 years
3.375
2040
Central
Mortgage
Company
801 John Barrows Rd.
Suite 1, Little Rock,
AR, 72205, US
30 years
3.875
2045
Peoples United
Bank
850 Main Street,
Bridgeport, CT, 06604,
25 years
3.375
2040
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Amy L. Karangekis, certify under the pains and penalties of perjury that:
Submitted: 04/30/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10041,John Doyle 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Doyle
John
(197) 882-5380
Ext : 3801
john.doyle@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Children and
Families (DCF)
Director of
Areas
09/10/2001
$60,001 to
100,000
Department of
Children and
Families (DCF)
Director of
Area's
09/01/2001
$60,001 to
100,000
Department of
Children and
Families (DCF)
330 Lynnway, Lynn, MA,
01904, US
Director
09/10/2001
Department of
Children and
Families (DCF)
330 Lynnway, Lynn, MA,
01901, US
Area Director
09/10/2001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Page 2 of 13
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Bank of America
200 College Drive,
Charlotte, NC, 28202, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
59 Greenwood ave, Lynn,
MA, 01905, US
10
3.125
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, John Doyle, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10042,LaDonna J Hatton 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hatton
LaDonna J
(781) 960-2813
ljhatton@sdm.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Middlesex County
Sheriff
400 Mystic Ave., Medford,
MA, 02155, US
Chief Legal
Counsel
07/18/2011
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, LaDonna J Hatton, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10043,Patrick A. Carnevale 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Carnevale
Patrick A.
(413) 750-1400
patrick.carnevale@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/12/2002
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Regional
Manager
04/13/2002
$60,001 to
100,000
Regional
Manager
04/13/2002
Massachusetts
Emergency
Management Agency
(MEMA)
1002 Suffield St, Agawam,
MA, 01001, US
Massachusetts
Emergency
Management Agency
(MEMA)
1002 Suffield St, Agawam,
MA, 01001, US
Regional
Manager
04/12/2002
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Greylock
Federal Credit
Union2040
150 West St, Pittsfield,
MA, 01201, US
ARM
3.99
2040
Greylock
Federal Credit
Union
500 West St, Pittsfield,
MA, 01201, US
Adjustable
3.99
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Patrick A. Carnevale, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10044,Richard J. Carey 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Carey
Richard J.
(617) 788-8130
richard.carey@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Administrative
Office of the
Trial Court
(AOTC)
Pemberton Square, Boston,
MA, 02108, US
SUPERIOR
COURT JUSTICE
12/31/2010
Administrative
Office of the
Trial Court
(AOTC)
Three Pemberton Square,
Boston, MA, 02108, US
ASSOCIATE
JUSTICE
12/31/2010
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Holyoke Medical Center
Beech Street, Holyoke, MA,
01040, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Yes
Kleeberg, Shane
& Bethany
6 Newell
Street,
EASTHAMPTON,
MA, 01027, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Smith
Charities
Main Street,
Northampton, MA, 01060,
15 years
3.9
2023
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
18
Plantati
on
Drive,
Vero
Beach,
FL,
32960,
F, S/C
$100,001
or more
$100,001
or more
15 years
3.9
2023
Smith
Charitie
s
Main
Street,
Northamp
ton, MA,
01060,
$100,001
or more
$100,001
or more
15
3.75
2030
CENLAR
371 Park
Street,
West
Springfi
eld, MA,
01089,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Richard J. Carey, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10045,Carol R Lev 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Lev
Carol R
(617) 557-1074
carol.lev@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Supreme Judicial
Court (SJC)
John Adams Courthouse, 1
Pemberton Square, Boston,
MA, 02108, US
Acting
Executive
Director
03/07/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Fenway Sports
Management
82 Brookline Avenue, Boston,
MA, 02215, US
Manager
Boston College
140 Commonwealth Avenue,
Chestnut Hill, MA, 02467, US
Independent Contractor
Pacific Packaging
24 Industrial Way,
Wilmington, MA, 01887, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 16
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 16
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
First Trust
North American
Energy
Infrastructure
Fund(EMLP)
F, S/C
iShares Core
MSCI Emerging
Markets
ETF(IEMG)
F, S/C
iShares MSCI
EAFE ETF(EFA)
F, S/C
iShares MSCI
EAFE Small-Cap
ETF(SCZ)
F, S/C
iShares Russell
1000 Growth
ETF(IWF)
F, S/C
iShares Russell
1000 Value
ETF(IWD)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 16
iShares Russell
2000 Growth
ETF(IWO)
F, S/C
iShares Russell
2000 Value
ETF(IWN)
F, S/C
iShares Russell
Midcap Growth
ETF(IWP)
F, S/C
iShares Russell
Mid-cap Value
ETF(IWS)
F, S/C
WisdomTree
Europe Hedged
Equity
Fund(HEDJ)
F, S/C
AB High Income
Fund, Inc. Advisor
Class(AGDYX)
F, S/C
Guggenheim
Limited Duration
FundInstitutional
Class(GILHX)
F, S/C
John Hancock Fds
II Strategic
Opportunities Fd
Class I(JIPIX)
F, S/C
Page 10 of 16
Lord Abbett
Investment Trust
Short Duration
Income Fd Cl
F(LDLFX)
F, S/C
Prudential
Short-Term
Corporate Bond
Fund, Inc. Class
Z(PIFZX)
F, S/C
Voya
Intermediate
Bond Fund Class
I(IICIX)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
EverBank
301 West Bay Street,
Jacksonville, FL, 32202,
30 years
3.75
2043
Belmont
Savings Bank
2 Leonard Street,
Belmont, MA, 02478, US
25 years
1.99
2038
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 12 of 16
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 13 of 16
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 14 of 16
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Carol R Lev, certify under the pains and penalties of perjury that:
Submitted: 04/24/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10046,Kathryn M Phelan-Brown 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Phelan-Brown
Kathryn M
(978) 745-9660
kathryn.phelanbrown@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Essex County
Juvenile Court
56 Federal Street, Salem,
MA, 01970, US
associate
justice
12/09/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
Municipal
City of Lynn
1 City Hall
Square,
Lynn, MA,
01901, US
member of
Zoning Board
of Appeals
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of
Swampscott School
Department
207 forrest ave,
swampscott, MA,
01907, US
employee
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Committee
for Public
Counsel
Services
þ
44 Bromfield Street,
Boston, MA, 02108, US
Independent Contractor
$60,001 to
100,000
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Percentage of stock
TKPBrown LLC
87 Lafayette Road, ste 11,
Hampston falls, NH, 03844,
100%
Less than $1,001
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
TKPBrown LLC
87 Lafayette Rd, Ste 11,
Hampton Falls, NH, 03844,
Officer
Less than $1,001
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Nell Ann
Realty
Trust
Real Estate Address
Beneficiary
616 Washington
Street, Lynn, MA,
01902, US
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells fargo
PO Box 11758, Newark,
NJ, 07101, US
15 years
3.375
2026
Eastern Bank
195 MARKET STREET, LYNN,
MA, 01901, US
10
3.75
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
616
Washingt
on
Street,
Lynn,
MA,
01901,
$100,001
or more
$100,001
or more
5 years
4
2018
Creditor
Creditor
EDIC
Lynn
City
Hall,
City
Hall
Square,
Lynn,
MA,
01901,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Kathryn M Phelan-Brown, certify under the pains and penalties of perjury that:
Submitted: 04/27/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10047,David A. DiGregorio 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
DiGregorio
David A.
(978) 567-3151
David.DiGregorio@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Fire Services
(DFS)
1 State Rd, Stow, MA,
01775, US
Deputy
Director,
Hazardous
Materials
Emergency
Response
Division
09/08/2014
$60,001 to
100,000
Department of
Fire Services
(DFS)
1 State Rd, Stow, MA,
01775, US
Director,
Hazardous
Materials
Emergency
Response
Division
01/22/2017
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Massachusett
s Maritime
Academy
101 Academy
Dr, Buzzards
Bay, MA,
02532, US
Capstone
Advisor
$5,001 to
10,000
State
Massachusett
s Maritime
Academy
101 Academy
Dr, Buzzards
Bay, MA,
02532, US
Capstone
Advisor
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Brown and Brown of MA
333 Elm St, Suite 300,
Dedham, MA, 02026, US
Employee
Brown and Brown of MA
333 Elm St, Suite 300,
Dedham, MA, 02026, US
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Brown and Brown
181 Wells Ave, Newton, MA, 02459
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PNC Mortgage
PO Box 8807, Dayton, OH,
45401 8807, US
30 year
3.75
2045
PNC Mortgage
PO Box 8807, Dayton, MA,
45401, US
30
3.75
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, David A. DiGregorio, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10048,Elvernoy Johnson 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Johnson
Elvernoy
(617) 727-5819
elvernoy.johnson@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
State Library of
Massachusetts
State
Librarian
11/19/2007
$60,001 to
100,000
State Library of
Massachusetts
State
Librarian
11/19/2007
$60,001 to
100,000
State Library of
Massachusetts
State
Librarian
11/19/2007
$60,001 to
100,000
State Library of
Massachusetts
State
Librarian
11/19/2007
State Library of
Massachusetts
State
Librarian
11/19/2007
State Library of
Massachusetts
State
Libtarian
11/19/2007
State Library of
Massachusetts
State
Librarian
11/19/2007
State Library of
Massachusetts
24 Beacon Street room
341, Boston, MA, 02108
1552, US
State
Librarian
11/19/2007
State Library of
Massachusetts
24 Beacon Street room
341, Boston, MA, 02108
1552, US
State
Librarian
11/19/2007
State Library of
Massachusetts
24 Beacon Street, Boston,
MA, 02133, US
State
Librarian
11/19/2007
State Library of
Massachusetts
24 Beacon Street, Boston,
MA, 02133, US
State
Librarian
11/19/2007
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
T D Bank
P O Box 5400, Lewiston,
ME, 04241, US
15 years
3.75
2026
T D Bank
P O Box 5400, Lewiston,
ME, 04241, US
15
3.75
2026
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Elvernoy Johnson, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10049,James Vercruysse 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Vercruysse
James
(508) 693-4850
jvercruysse@southmountain.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Office
Commissioner - Martha's Vineyard
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Martha's Vineyard
Commission (MVC)
33 New York Avenue, Oak
Bluffs, MA, 02557, US
Commissioner
01/01/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
South
Mountain Co
15 Red Arrow Road, West
Tisbury, MA, 02575, US
Employee
South
Mountain Co
15 Red Arrow Road, West
Tisbury, MA, 02575, US
Employee
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Chilmark Chocolates
13 State Road, Chilmark, MA,
02535, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Percentage of stock
South Mountain Co
15 Red Arrow Road, West
Tisbury, MA, 02575, US
6%
South Mountain Co
15 Red Arrow Road, West
Tisbury, MA, 02575, US
6%
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
BB&T mortgage
PO Box 580022,
Charlotte, NC, 28258
0022, US
15
3.375
2026
BB&T
PO Box 58002, Charlotte,
NC, 28258 0022, US
15 years
3.375
2026
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, James Vercruysse, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10050,Matthew M Mancini 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Mancini
Matthew M
(617) 521-7459
matthew.mancini@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Division of
Insurance (DOI)
Director,
State Rating
Bureau
12/01/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Polartec
46 Stafford Street,
Lawrence, MA, 01841, US
Gordon's Liqours
599 Moody Street, Waltham,
MA, 02453, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Ditech
1100 Virginia Drive,
Suite 100, Ft.
Washington, PA, 19034,
30
4.5
2030
USAA
P.O. Box 659817, San
Antonio, TX, 78265 9117,
15
4
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Matthew M Mancini, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10051,Jacqueline A. Gaw 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Gaw
Jacqueline A.
(413) 437-5708
jackie.gaw@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Northwestern
District
Attorney's Office
One Gleason Plaza,
Northampton, MA, 01060,
Director of
Victim
Services
01/05/2011
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Florence
Savings Bank
58 Main Street,
Northampton, MA, 01060,
30 years
4.0
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Jacqueline A. Gaw, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10052,Mark D Fuller 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Fuller
Mark D
(617) 222-1621
mfuller@mbta.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassDOT/MBTA
10 Park Plaza, Room 3910,
Boston, MA, 02116, US
Chief of
Staff
01/05/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 16
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 16
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Beneficiary
BlackRock
Strategic
Municipal
Opportunities
Fund
Institutional
Cl(MAMTX)
Mark D Fuller
Personal
Trust
iShares Core S&P
500 ETF(IVV)
Mark D Fuller
Personal
Trust
iShares MSCI
Emerging Index
Fund(EEM)
Mark D Fuller
Personal
Trust
iShares North
American Natural
Resources
ETF(IGE)
Mark D Fuller
Personal
Trust
iShares U.S.
ETF(IYR)
Mark D Fuller
Personal
Trust
iShares
Intermediate
Credit Bond
ETF(CIU)
Mark D Fuller
Personal
Trust
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Page 9 of 16
iShares Currency
Hedged MSCI EAFE
ETF(HEFA)
Mark D Fuller
Personal
Trust
Victory
Integrity
Small-Cap Value
Fund - Class
Y(VSVIX)
Mark D Fuller
Personal
Trust
iShares Core S&P
500 ETF(IVV)
iShares MSCI
Emerging Index
Fund(EEM)
iShares MSCI
EAFE ETF(EFA)
iShares Core S&P
Mid-Cap ETF(IJH)
iShares Core S&P
Small-Cap
ETF(IJR)
Page 10 of 16
iShares Currency
Hedged MSCI EAFE
ETF(HEFA)
Victory
Integrity
Small-Cap Value
Fund - Class
Y(VSVIX)
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Page 11 of 16
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
Page 13 of 16
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
Page 14 of 16
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Mark D Fuller, certify under the pains and penalties of perjury that:
Submitted: 04/30/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10053,Colin M Connor 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Connor
Colin M
(617) 786-4304
colin.connor@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Transitional
Assistance (DTA)
600 Washington St.,
Boston, MA, 02112, US
Assistant
Director.
Division of
Hearings
04/01/2010 06/13/2014
$60,001 to
100,000
Department of
Transitional
Assistance (DTA)
600 Washington St.,
Boston, MA, 02112, US
Director,
Division of
Hearings
06/16/2014
$60,001 to
100,000
Department of
Transitional
Assistance (DTA)
600 Washington St.,
Boston, MA, 02112, US
Director,
Division of
Hearings
06/16/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Gap, Inc.
2 Folsom St, San Francisco,
CA, 94105, US
Manager
2 Folsom St., San Francisco,
CA, 94105, US
Manager
(Athleta)
Gap, Inc.(Athleta)
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Yes
Thomas, William
Don't Know,
Baltimore, MD,
21230, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
The Gap, Inc.
Common Stock
S.F., CA
2 Folsom St., San
Francisco, CA, 94105, US
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Colonial
Mortgage
2600 West Freeway, Ft
Worth, TX, 76102, US
30 yrs
3.75
2036
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Colin M Connor, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10054,John . F Looney Jr. 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Looney Jr.
John . F
Contact Phone Number:
Contact Email :
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Pesticide Board
Causeway St., Boston, MA,
02115, US
Member
01/01/1978
Less than
$1,001
Pesticide Board
626 Causeway St., Boston,
MA, 02114, US
Member
01/01/1978
Less than
$1,001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
200 Swanton St., 104 Deep
Hole Rd. Harwich,
Winchester MA, MA, 01890,
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, John . F Looney Jr., certify under the pains and penalties of perjury that:
Submitted: 04/20/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10055,Michael F Collins 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Collins
Michael F
(508) 856-6507
michael.collins@umassmed.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
University of
Massachusetts President's
Office (UMASS)
One Beacon Street,
Boston, MA, 02108, US
Senior Vice
President for
the Health
Sciences
06/01/2007
University of
Massachusetts
Medical School
(UMASS)
55 Lake Avenue North,
Office of the Chancellor,
Worcester, MA, 01655, US
Chancellor
09/26/2008
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 16
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 16
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Commerce Bank
386 Main St, Worcester,
MA, 01608, US
Director
$20,001 to 40,000
NEHI
One Broadway, 15th Floor,
Cambridge, MA, 02142, US
Trustee
UMass Memorial
Health Care
One Biotech Park,
Worcester, MA, 01605 2376,
Trustee
333 South Street,
Shrewsbury, MA, 01545, US
Trustee
Gateway Park, 60 Prescott
Street, Worcester, MA,
01605, US
Trustee
370 Main Street, Suite
650, Worcester, MA, 01608,
Trustee
446 MAin Street,
Worcester, MA, 01608, US
Trustee
3 Dag Hammarskjold Plaza,
8th Floor, New York, NY,
10017 2303, US
Trustee
One Beacon Street, Boston,
MA, 02108, US
Trustee
11 Norwich Street,
Worcester, MA, 01608, US
Trustee
UMass Memorial
Foundation
Massachusetts
Biomedical
Initiatives
Greater Worcester
Community Foundation
Worcester Regional
Chamber of Commerce
American University
of Beirut
University of
Massachusetts
Foundation
Higher Education
Consortium of
Central Mass
Page 4 of 16
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Yes
Halloran, Jean
and John
315 Seapuit
River Road,
Osterville, MA,
02655, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
34 Gardiner
Lane,
Osterville, MA,
02655, US
F, S/C
Realty Trust,
Gardiner Lane
Nancy B. Samiijan,
Trustee, 400
Atlantic Avenue,
Boston, MA, 02110,
Page 6 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 9 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Boston
Scientific
Corporation
Common
Stock(BSX)
F, S/C
Facebook, Inc. Class A Common
Stock(FB)
F, S/C
American
International
Group, Inc.
Warrant expiring
January 19,
2021(AIG.W)
F, S/C
Merck & Company,
Inc. Common
Stock (new)(MRK)
F, S/C
Twitter, Inc.
Common
Stock(TWTR)
F, S/C
Fidelity Blue
Chip Growth
Fund(FBGRX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 10 of 16
Apple Inc. Common
Stock(AAPL)
F, S/C
Dell
Technologies Inc
F, S/C
Common Stock
One Dell Way,
Round Rock, TX,
78682, US
Texas
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
The
Cooperative
Bank of Cape
Cod
25 Benjamin Franklin
Way, Hyannis, MA, 02601,
15
2.75
2031
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
11030
Turtle
Beach
Road, TH
2, North
Palm
Beach,
FL,
33408,
F, S/C
$100,001
or more
$100,001
or more
10 Years
4
2022
Creditor
Finemark
National
Bank and
Trust
Creditor
12681
Creeksid
e Lane,
Fort
Myers,
FL,
33919,
Page 12 of 16
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 13 of 16
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 14 of 16
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Michael F Collins, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10056,Mary McCusker 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
McCusker
Mary
(617) 878-3101
mary.mccusker@sec.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Secretary of the
Commonwealth
(Secretary of
State)
Director of
Personnel
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director,
Human
Resources
01/07/2007
$40,001 to
60,000
Secretary of the
Commonwealth
(Secretary of
State)
One Ashburton Place,
Boston, MA, 02108, US
Director,
Human
Resources
05/11/2016
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
One Ashburton Place,
Boston, MA, 20108, US
Director
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director of
Personnel
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director,
Human
Resources
01/07/2007
$40,001 to
60,000
Director
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director of
Personnel
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director,
Human
Resources
01/07/2007
$40,001 to
60,000
Secretary of the
Commonwealth
(Secretary of
State)
One Ashburton Place,
Boston, MA, 02108, US
Page 2 of 16
One Ashburton Place,
Boston, MA, 02108, US
Director,
Human
Resources
01/01/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director of
Personnel
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director,
Human
Resources
01/07/2007
$40,001 to
60,000
Secretary of the
Commonwealth
(Secretary of
State)
Director of
Personnel
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
Director,
Human
Resources
01/07/2007
$40,001 to
60,000
Secretary of the
Commonwealth
(Secretary of
State)
Secretary of the
Commonwealth
(Secretary of
State)
One Ashburton Place,
Boston, MA, 02108, US
Director
01/07/2007
$60,001 to
100,000
Secretary of the
Commonwealth
(Secretary of
State)
One Ashburton Place,
Boston, MA, 02108, US
Director,
Human
Resources
01/07/2001
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Page 3 of 16
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 4 of 16
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 5 of 16
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
669 Washington
Street, Brighton,
MA, 02135, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 6 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 7 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Mortgage
Receivable
25 Standish Way,
Dennisport, MA, 02639,
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 8 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 9 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 16
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
25 Standish Way,
Dennisport, MA, 02639,
30 years
7
2030
Bank of
America`
PO Box 25118, Tampa,,
FL, 33633 0900, US
3 years
7
2019
Page 11 of 16
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
669
Washingt
on
Street,
Brighton
, MA,
02135,
$60,001
to
100,000
$5,001
to
10,000
30 years
9
2016
CitiBank
P.O. Box
6243,
Sioux
Falls,
SD,
57117
6243, US
25
Standish
Way,
Dennispo
rt, MA,
02639,
$100,001
or more
$20,001
to
40,000
30 years
7
2025
Wells
Fargo
Mortgage
Wells
Fargo,
Des
Moines,
IA,
50306
0335, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
Page 13 of 16
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
Page 14 of 16
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Mary McCusker, certify under the pains and penalties of perjury that:
Submitted: 04/26/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10057,John G Preston 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Preston
John G
(978) 683-6420
john.preston@dia.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Industrial
Accidents (DIA)
354 Merrimack Street,
Lawrence, MA, 01843, US
administrativ
e judge
04/01/2002
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Real Estate Address
Beneficiary
Snow drive
trust
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Ford Motor
Company Common
Stock(F)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, John G Preston, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10058,Tina M Cote 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Cote
Tina M
(413) 774-2262
Ext : 104
tina@frta.org
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassDOT/RTA-Regio
nal Transit
Authorities
12 Olive St, Suite 1,
Greenfield, MA, 01301, US
Administrator
08/14/2006
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Dan Cote Masonry
þ
122 Clesson Brook Rd, PO Box
125, Buckland, MA, 01338, US
Independent Contractor
Mountain Road Daycare
Mountain Rd, Gill, MA,
01354, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Dan Cote Masonry
PO Box 125, Buckland, MA, 01338, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
JP Morgan
Chase
NA, NA, MA, 00000, US
30 years
4.625
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Tina M Cote, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10059,Jonathan L. Yeo 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Yeo
Jonathan L.
(617) 626-4987
jonathan.yeo@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Conservation and
Recreation (DCR)
Department of
Conservation and
Recreation (DCR)
251 Causeway Street,
Boston, MA, 02114, US
Director,
Division of
Water Supply
Protection
04/01/2005
Director,
Water Supply
Protection
04/01/2005
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
Municipal
Newton
Planning
Board
1000 Comm
Ave, Newton,
MA, 02459,
Planning
Board member
(volunteer)
Municipal
City of
Newton
1000
Commonwealth
Ave, Newton,
MA, 02459,
Planning
Board Member
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Mass Audubon Society
208 Great Road, Lincoln ,
MA, 01773, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
PO Box 10335, Des
Moines, IA, 50306, US
30 years
3.375
2052
Village Bank
307 Auburn Street,
Auburndale, MA, 02466,
5
3.5
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Jonathan L. Yeo, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10060,Catherine Seaver 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Seaver
Catherine
(413) 775-1811
seaverc@gcc.mass.edu
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Greenfield
Community College
One College Drive,
Greenfield, MA, 01301, US
Chief
Academic &
Student
Affairs
Officer
07/10/2016
$40,001 to
60,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Manchester
Community
College
Great Path,
MS#17,
Manchester,
CT, 06045,
Division
Director
$60,001 to
100,000
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 17
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 17
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Washington
Mutual Invs Fd
Cl A Shs(AWSHX)
Baron Asset
Fund(BARAX)
Dreyfus
Appreciation
Fund Investor
Shares(DGAGX)
Janus Global
Research Fund T
Shares(JAWWX)
Janus Growth and
Income Fund T
Shares(JAGIX)
T. Rowe Price
Science and
Technology Fd
Inc.(PRSCX)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 17
T. Rowe Price
Spectrum Income
Fd(RPSIX)
Vanguard
Wellington
Fund(VWELX)
Wasatch Core
Growth
Fund(WGROX)
Wasatch Ultra
Growth
Fund(WAMCX)
WFA Diversified
Capital Builder
Fund
Insti(EKBYX)
WELLS FARGO
LARGE COMPANY
VALUE FUND CLASS
A
Vanguard GNMA
Fund(VFIIX)
T. Rowe Price
Spectrum Growth
Fd(PRSGX)
Mutual Fund
Delaware
2711 Centerville
Rd, Suite 400,
Wilmington, DE,
19808, US
Page 10 of 17
TIAA-CREF Life
Stock Index
Fund(TLSTX)
CREF Growth
Account R3(QCGRIX)
CREF Global
Equities Account
- R3(QCGLIX)
TIAA Real Estate
Account(QREARX)
Vanguard REIT
Index Fund
Institutional
Shares(VGSNX)
TIAA-CREF Equity
Index Fund Inst
Cl(TIEIX)
WFA Premier
Large Company
Growth Fund
Insti
Class(EKJYX)
TIAA-CREF
International
Equity Index
Inst Cl(TCIEX)
Page 11 of 17
BlackRock
LifePath 2025
Portfolio Class
K(LPBKX)
T. Rowe Price
Retirement 2030
Fd Advisor
Cl(PARCX)
T. Rowe Price
Retirement 2040
Fd Advisor
Cl(PARDX)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 12 of 17
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Greenfield
Savings Bank
400 main street,
Greenfield, MA, 01302
1537, US
25 years
3.375
2041
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 13 of 17
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 14 of 17
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 15 of 17
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 16 of 17
I, Catherine Seaver, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 17 of 17",,
sfi.db/filings,10061,William P. Nagle Jr. 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Nagle Jr.
William P.
(413) 323-7562
william.nagle@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Eastern Hampshire
(Ware) District
Court
clerk
magistrate
06/05/2002
$60,001 to
100,000
Eastern Hampshire
(Ware) District
Court
clrk
magistrate
06/05/2002
Eastern Hampshire
(Ware) District
Court
clerk
magistrate
06/05/2002
Eastern Hampshire
(Ware) District
Court
clerk
magistrate
06/05/2001
Eastern Hampshire
(Ware) District
Court
clerk
magistrate
06/05/2002
Eastern Hampshire
(Ware) District
Court
205 State St.,
Belchertown, MA, 01007,
Clerk
Magistrate
06/05/2002
Eastern Hampshire
(Ware) District
Court
205 State St.,
Belchertown, MA, 01007,
Clerk
Magistrate
06/05/2002
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
northampton
public schools
20 florence road,
leeds, MA, 01053, US
school teacher
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Easthampston
Savings Bank
36 Main St, Easthampton,
MA, 01027, US
30 year
5
2025
Easthampston
Savings Bank
36 Main St, Easthampton,
MA, 01027, US
30 year
5
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, William P. Nagle Jr., certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10062,Edward Livingstone 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Livingstone
Edward
(617) 854-1226
elivingstone@masshousing.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Housing Financing
Agency
(MassHousing)
Massachusetts
Housing Financing
Agency
(MassHousing)
1 Beacon Street, Boston,
MA, 02108, US
Accounting
Servicing
Manager
05/02/2001
Accounting
Servicing
Mgr.
03/02/2001 04/07/2017
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Edward Livingstone, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10063,Yolanda L Smith 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Smith
Yolanda L
(617) 704-6511
ysmith@scsdma.org
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Suffolk County
Sheriff's
Department
20 Bradston Street,
Boston, MA, 02118, US
Superintenden
t
07/05/1995
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Yolanda L Smith, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10064,Debra A Boronski 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Boronski
Debra A
(413) 733-5357
debra.boronski@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Office of
Business
Development
(MOBD)
10 Park Plaza, Suite
3730, Boston, MA, 02116,
Regional
Director
05/04/2015
$60,001 to
100,000
Public Employees
Retirement
Administration
Commission
(PERAC)
17 Springfield Street,
Chicopee, MA, 01013, US
Appointed
Board Member
04/02/2001
$1,001 to 5,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
Federal
Massachusett
s Chamber of
Commerce
Foundation
143 Shaker
Road,
Chicopee,
MA, 01028,
Treasurer
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Massachusetts
Chamner of Commerce
Foundation
143 Shaker Road, East
Longmeadow, MA, 01028, US
Officer
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Debra A Boronski, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10065,Kirk P Jackson 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Jackson
Kirk P
(857) 386-8585
kirk.jackson@dot.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassDOT/Executive
Office of the MA
Dept of
Transportation
10 Park Plaza, Boston,,
MA, 02116, US
Assisitant
Secretary of
10/31/2016
MassDOT/Executive
Office of the MA
Dept of
Transportation
10 Park Place, Boston,
MA, 02116, US
Assistant
Secrtary
10/31/2016
MassDOT/Executive
Office of the MA
Dept of
Transportation
10 Park Place, Boston,
MA, 02116, US
Assistant
Secretary
10/31/2016
MassDOT/Executive
Office of the MA
Dept of
Transportation
10 Park Plaza, Boston,,
MA, 02116, US
Assistant
Secretary for
10/31/2016
MassDOT/Executive
Office of the MA
Dept of
Transportation
10 PARK PLAZA, Boston,
MA, 02118, US
Asst
Secretary for
10/31/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Page 2 of 16
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Partners Health Care
399 Revolution dr,
Somerville, MA, 02145, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 16
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 16
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 6 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 9 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Apple Inc. Common
Stock(AAPL)
Magna
International,
Inc. Common
Stock(MGA)
F, S/C
Biogen Inc. Common
Stock(BIIB)
F, S/C
Oakmark Fund Cl
I(OAKMX)
F, S/C
AB Municipal
Income Fund II Massachusetts
Portfolio Class A(AMAAX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 10 of 16
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Meetinghouse
Bank
Dorchester Ave,
Dorceshter, MA, 02124,
20 years
3.4
2022
Meetinghouse
Bank
Dorchester Ave,
Dorchester, MA, 22124,
20
3.4
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$100,001
or more
$100,001
or more
20
3.4
2022
Creditor
DCU
Federal
Credit
Union
Creditor
200
DONALD
LYNCH
BLVD,
Marlboro
ugh, MA,
01752,
Page 12 of 16
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 13 of 16
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 14 of 16
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, Kirk P Jackson, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10066,Christopher N Henry 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Henry
Christopher N
(617) 305-3777
christopher.henry@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Public Utilities
(DPU)
1 South Station, Boston,
MA, 02110, US
Director, TNC
Division
10/17/2016
$60,001 to
100,000
Department of
Public Utilities
(DPU)
1 South Station, 5th
Floor, Boston, MA, 02110,
Director
10/31/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
HUDL
38 Chauncy Street, Suite
1200, Boston, MA, 02111, US
Employee
Hudl
38 Chauncy Street, Suite
1200, Boston, MA, 02111, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Santander Bank
P.O. BOX 961245, Fort
Worth, TX, 76161, US
30 years
3.5
2042
Santander Bank
P.O. BOX 961245, Fort
Worth, TX, 76161, US
30 years
3.5
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Christopher N Henry, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10067,Abbe L Ross 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Ross
Abbe L
(617) 788-8282
abbe.ross@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Administrative
Office of the
Trial Court
(AOTC)
24 New Chardon Street,
Boston, MA, 02114, US
Associate
Justice
01/02/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Coldwell Banker
Residential Mortgage
þ
Charles Street, Boston,
Boston, MA, 02114, US
Independent Contractor
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Yes
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Vanguard
Dividend
Appreciation
Index Fund
Inverstor
Shs(VDAIX)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PHH Mortgage
Service
P.O. Box 5452, Mt
Laurel, NJ, 08054, US
30
3.5
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Abbe L Ross, certify under the pains and penalties of perjury that:
Submitted: 04/20/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10068,Mark A Fuller 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Fuller
Mark A
(413) 545-5583
dean@isenberg.umass.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
University of
Massachusetts
Amherst (UMASS)
121 Presidents Drive,
Amherst, MA, 01003, US
Dean of the
Isenberg
School of
Management
08/01/2009
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Midwest Loan
Services
616 Sheldon Ave, Suite
300, Houghton, MI,
49931, US
30
4
2041
UMass Five
Federal Credit
Union
PO Box 1060, Hadley, MA,
01035, US
Line of Credit
4
2041
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
1075
Saddle
Ridge
Road,
Moscow,
ID,
83843,
F, S/C
$100,001
or more
$60,001
to
100,000
15
4
2018
Wells
Fargo
Bank
PO Box
14411,
Des
Moines,
IA,
50306
3411, US
1075
Saddle
Ridge
Road,
Moscow,
ID,
83843,
F, S/C
$60,001
to
100,000
Line of
Credit
4
2018
Wells
Fargo
Bank
PO Box
14411,
Des
Moines,
IA,
50306,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Mark A Fuller, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10069,Wadner Oge 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Oge
Wadner
(617) 482-4466
wadner.oge@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Board of Bar
Examiners (BBE)
Edward W. Brooke
Courthouse, 24 New
Chardon St., 1st Fl,
Boston, MA, 02114, US
Staff
Attorney
05/12/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Department of
Unemployment
Assistance
19 Staniford Street,
Boston, MA, 02114,
Claim
Adjudicator
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 15
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 15
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Repheka Haiti, Inc.
1539 Blue Hill Ave,
Mattapan, MA, 02126, US
Director
30 Webster Street,
Brookline, MA, 02446, US
Director
10 Fairway Street,
Mattapan, MA, 02126, US
Director
Devotion Primary
Extended Day Program
Haitian-American
United, Inc.
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 15
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 6 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 15
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 9 of 15
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Boston Private
Bank
10 Post Office Square,
Boston, MA, 02109, US
30
5
2033
Page 10 of 15
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$100,001
or more
$100,001
or more
30
3.8
2041
Creditor
Creditor
Wells
Fargo
Home
Mortgage
, P.O.
Box
10335,
Des
Moines,
IA,
50306
0335, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$10,00
1 to
20,000
$10,001 to
20,000
0.00
05/18/2022
MassSave Home
Energy Loan
Sharon
Credit Union
42 Pond
Street,
Sharon, MA,
02067, US
Page 11 of 15
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Interest Rate(%)
Date RayPayment Due
Loan Collateral
0.00
05/18/2022
Co-borrower to
MassSave Home
Energy Loan
Sharon Credit
Union
42 Pond Street,
Sharon, MA, 02067, US
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
Page 12 of 15
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
Page 13 of 15
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 14 of 15
I, Wadner Oge, certify under the pains and penalties of perjury that:
Submitted: 04/24/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 15 of 15",,
sfi.db/filings,10071,Charles Desourdy 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Desourdy
Charles
(617) 660-8329
charles.desourdy@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassIT (formerly
the Information
Technology
Division (ITD))
1 Ashburton Pl, Boston,
MA, 02108, US
Chief
Operating
Officer
12/30/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
LUK Inc
545 Westminster Street,
Fitchburg, MA, 01420, US
Officer
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Legate Hill Road,
Charlemont, MA,
01339, US
$5,001 to
10,000
Tatro Road, Rowe,
MA, 01367, US
$10,001 to
20,000
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Clinton
Savings Bank
200 Church Street,
Clinton, MA, 01510, US
30 years
4.125
2046
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Charles Desourdy, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10072,Lurleen Gannon 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Gannon
Lurleen
(617) 222-3178
lgannon@mbta.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
MassDOT/MBTA
Ten Park Plaza, Boston,
MA, 02186, US
Deputy
General
Counsel
02/18/2014 02/10/2017
MassDOT/MBTA
10 Park Plaza, Boston,
MA, 02186, US
First Deputy
General
Counsel
02/10/2017
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Achusnet
333 Bridge Street,
Fairhaven, MA, 02719, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
10 South Dearborn
Street, Chicago, IL,
60603, US
30 years
5
2038
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Lurleen Gannon, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10073,Edward P Leibensperger 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Leibensperger
Edward P
(617) 788-8127
edward.leibensperger@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 19
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Superior Court,
Administrative
Office
Justice
02/28/2011
Superior Court,
Administrative
Office
Justice
02/28/2011
Superior Court,
Administrative
Office
Associate
Justice
02/28/2011
Superior Court,
Administrative
Office
Associate
Justice
02/28/2011
Suffolk County
Superior Court
3 Pemberton Square,
Boston, MA, 02108, US
Associate
Justice
02/28/2011 12/03/2018
Superior Court,
Administrative
Office
3 Pemberton Square,
Boston, MA, 02109, US
Associate
Justice
02/28/2011 12/03/2018
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Page 2 of 19
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
Percentage of stock
Cobble Hill
Partnership
155 Seaport Blvd., Boston,
MA, 02210, US
10%
$5,001 to 10,000
Page 3 of 19
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 19
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Inner Belt Road,
Somerville, MA,
02145, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 19
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 6 of 19
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 19
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 19
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 9 of 19
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
iShares Core S&P
Total U.S. Stock
Market ETF(ITOT)
F, S/C
SPDR S&P 500
Growth ETF
(based on S&P
500 Growth Index
symbol--SGX)
(SPYG)
F, S/C
SPDR S&P China
ETF(GXC)
F, S/C
iShares Core
MSCI Pacific
ETF(IPAC)
F, S/C
iShares Core
MSCI Europe
ETF(IEUR)
F, S/C
iShares Core
MSCI Emerging
Markets
ETF(IEMG)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 10 of 19
iShares MSCI
Switzerland
Capped Index
Fund(EWL)
F, S/C
iShares MSCI
Canada Index
Fund(EWC)
F, S/C
Vanguard FTSE
All-Wld ex-US
SmCp Idx
ETF(VSS)
F, S/C
SPDR Dow Jones
Industrial
Average ETF(DIA)
F, S/C
Vanguard Value
ETF - DNQ(VTV)
F, S/C
Vanguard Growth
ETF - DNQ(VUG)
F, S/C
Vanguard
Small-Cap Growth
Index Fd
Admiral(VSGAX)
F, S/C
PowerShares
California
AMT-Free
Municipal Bond
Portfolio(PWZ)
F, S/C
Page 11 of 19
SPDR Nuveen
Barclays
Municipal Bond
ETF(TFI)
F, S/C
SPDR Nuveen
Barclays Short
Term Municipal
Bond ETF(SHM)
F, S/C
iShares S&P 100
ETF(OEF)
F, S/C
iShares Russell
1000 Value
ETF(IWD)
F, S/C
iShares Russell
1000 Growth
ETF(IWF)
F, S/C
iShares Russell
Mid-cap Value
ETF(IWS)
F, S/C
iShares Emerging
Markets
Corporate Bond
ETF(CEMB)
F, S/C
iShares 10 Year
Credit Bond
ETF(CLY)
F, S/C
Page 12 of 19
iShares 7-10
Year Treasury
Bond ETF(IEF)
F, S/C
iShares MBS
ETF(MBB)
F, S/C
iShares TIPS
Bond ETF(TIP)
F, S/C
Beaumont Capital
Mgmt
Common Stock
MA
250 1st Ave,
Needham, MA,
02494, US
New Frontier ETF
Common Stock
MA
155 Federal
Street, Boston,
MA, 02110, US
Jackson Nat'l
Life Insurance
Annuity
MI
1 Corporate Way,
Lansing, MI,
48951, US
AEI Capital
Corp.
MN
30 East Seventh
Street, St.
Paul, MN, 55101,
Resource Real
Estate
Opportunity REIT
PA
1845 Walnut
Street,
Philadelphia,
PA, 19103, US
Page 13 of 19
Flexible Plan
Investments
Eaton Vance Core
Bond Fund Class A(EAGIX)
Mutual Fund
3883 Telegraph
Road, Bloomfield
Hills, MI,
48302, US
MI
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
iShares 0-5 Year
High Yield
Corporate Bond
ETF(SHYG)
iShares iBoxx $
High Yield
Corporate Bond
ETF(HYG)
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 14 of 19
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
RBS Citizens
One Citizens Plaza,
Providence, RI, 02903,
30
3.25
2042
Bank of
America
PO Box 15025,
Wilmington, DE, 19886
5025, US
10
2.53
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 15 of 19
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 16 of 19
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 17 of 19
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 18 of 19
I, Edward P Leibensperger, certify under the pains and penalties of perjury that:
Submitted: 04/21/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 19 of 19",,
sfi.db/filings,10074,Elaine M Moriarty 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Moriarty
Elaine M
(781) 830-1200
Ext : 241
elaine.moriarty@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Suffolk Probate
and Family Court
24 new chardon st,
boston, MA, 02114, US
Associate
Justice
09/29/1989
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Catholic Lawyers
Guild Archdiocese of
Boston
79 Grovers Ave., Winthrop,
MA, 02152, US
Director
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Avon Products,
Inc. Common
Stock(AVP)
Alcatel-Lucent
Common
Stock(ALU)
Verizon
Communications
Inc. Common
Stock(VZ)
AT&T Inc.(T)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
RBS Citizens
Bank
PO Box 2800, Glen Allen,
VA, 23058, US
15 years
3.943
2021
RBS Citizens
Bank N.R.
P O Box 7000,
Providence, RI, 02940,
Ten years
3.00
2024
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Elaine M Moriarty, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10075,Jennifer D Queally 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Queally
Jennifer D
(617) 274-5523
Jennifer.D.Queally@MassMail.State.MA.US
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 19
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Executive Office
of Public Safety
and Security
One Ashburton Place,
Suite 2133, Boston, MA,
02108, US
Undersecretar
y for Law
Enforcement
04/05/2015
Middle District
Attorney's Office
225 Main Street,
Worcester MA, MA, 01608,
Assistant
District
Attorney
01/30/2012 04/03/2015
$20,001 to
40,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 19
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Morgan Stanley Wealth
Management
45 William Street Suite 130,
Wellesley, MA, 02481, US
Employee
Morgan Stanley Wealth
Management
45 William Street Suite 130,
Wellesley, MA, 02481, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 19
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Frederick E. Weber
Charities Corp
89 South Street, Suite 203,
Boston, MA, 02111, US
Officer
Page 4 of 19
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Page 5 of 19
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
Page 6 of 19
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 7 of 19
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 19
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Bank of America
Corporation
Common
Stock(BAC)
F, S/C
Morgan Stanley
Common Stock(MS)
F, S/C
Idera
Pharmaceuticals,
Inc. - Common
Stock(IDRA)
F, S/C
Eaton Vance
National
Municipal Income
Fund Class
A(EANAX)
F, S/C
Nuveen High
Yield Municipal
Bd Fd Class
A(NHMAX)
F, S/C
Golden Star
Resources, Ltd
Common
Stock(GSS)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 19
Walt Disney
Company (The)
Common
Stock(DIS)
F, S/C
Great Panther
Silver Limited
Ordinary Shares
(Canada)(GPL)
F, S/C
Eaton Vance
National
Municipal Income
Fund Class
A(EANAX)
F, S/C
BLACKROCK
INTERNATIONAL,
LTD. Blackrock
International
Fund, Inc.(BGY)
F, S/C
BlackRock
Science and
Technology Trust
Common Shares of
Beneficial
Interest(BST)
F, S/C
Diversified Real
Asset Income
Fund Common
Shares of
Beneficial
Interest(DRA)
F, S/C
Eaton Vance
Limited Duration
Income Fund
Common Shares of
Beneficial
Interest(EVV)
F, S/C
Eaton Vance
Tax-Advantaged
Global Dividend
Income Fund
Common Shares of
Beneficial
Interest(ETG)
F, S/C
Page 10 of 19
Eaton Vance
Tax-Managed
Diversified
Equity Income
Fund Common
Shares of
Beneficial
Interest,(ETY)
F, S/C
Eaton Vance
Tax-Managed
Global
Diversified
Equity Income
Fund Eaton Vance
Tax-Managed
Global
Diversified
Equity Income
Fund Common
Shares of
Beneficial
Interest(EXG)
F, S/C
First Trust High
Income Long
Short Fund
Common Shares of
Beneficial
Interest(FSD)
F, S/C
First Trust
Senior Floating
Rate Income Fund
II Common Shares
of Beneficial
Interest(FCT)
F, S/C
Invesco Credit
Opportunities
Fund Common
Shares of
Beneficial
Interest(VTA)
F, S/C
John Hancock
Financial
Opportunities
Fund Common
Stock(BTO)
F, S/C
John Hancock Tax
Advantaged
Dividend Income
Fund Common
Shares of
Beneficial
Interest(HTD)
F, S/C
Page 11 of 19
Nuveen Preferred
and Income Term
Fund Common
Shares of
Beneficial
Interest(JPI)
F, S/C
Nuveen S&P 500
Buy-Write Income
Fund Common
Shares of
Beneficial
Interest(BXMX)
F, S/C
Source Capital,
Inc. Common
Stock(SOR)
F, S/C
Tekla Healthcare
Investors Common
Stock(HQH)
F, S/C
India Fund, Inc.
(The) Common
Stock(IFN)
F, S/C
Western Asset
Global Corporate
Defined
Opportunity Fund
Inc. Western
Asset Global
Corporate
Defined
Opportunity Fund
Inc.(GDO)
F, S/C
Cameco
Corporation
Common
Stock(CCJ)
F, S/C
JA Solar
Holdings, Co.,
Ltd. - American
depositary
shares, each
representing
five ordinary
shares(JASO)
F, S/C
Page 12 of 19
Great Panther
Silver Limited
Ordinary Shares
(Canada)(GPL)
F, S/C
Penn West
Petroleum
Ltd(PWE)
F, S/C
Sangamo
BioSciences,
Inc. - Common
Stock(SGMO)
F, S/C
Loomis Sayles
Funds Strategic Income
Fund Class A
(Trust II)
(NEFZX)
F, S/C
Golden Star
Resources, Ltd
Common
Stock(GSS)
F, S/C
Unit Investment
Trusts
F, S/C
Common Stock
IL
227 W. Monroe
Street , Chicago
, IL, 60606, US
Golden Matrix
Group Inc.
F, S/C
Common Stock
LA
1436 N. Martel
Ave # 110, Los
Angeles , CA,
90046 4270, US
Impact Silver
Corp
F, S/C
Common Stock
British Columbia
543 Granville
Suite 1100 ,
Vancouver,
British Columbia
V6c 1X8, Canada
Page 13 of 19
Western Pac Res
Corp Com
F, S/C
Common Stock
British Columbia
555 Burrard St,
Suite 902,
Vancouver,
British Columbia
V7X 1M8, Canada
Elite
Pharmacwuticals
Inc
F, S/C
Common Stock
New Jersey
165 Ludlow Ave ,
Northvale , NJ,
07647 2305, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 14 of 19
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Morgan Stanley
Home Loans
PO Box 5452, Mt Laurel,
NJ, 08054 5452, US
30 Year
2.64
2044
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
30 year
2.86
2044
Morgan
Stanley Home
Loans
PO Box 5452,
Mt Laurel,
NJ, 08054
5452, US
Page 15 of 19
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 16 of 19
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
Page 17 of 19
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 18 of 19
I, Jennifer D Queally, certify under the pains and penalties of perjury that:
Submitted: 04/28/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 19 of 19",,
sfi.db/filings,10076,Matthew Stoltzfus 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Stoltzfus
Matthew
(508) 362-2131
Ext : 4348
mstoltzfus@capecod.edu
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Cape Cod
Community College
2240 Iyannough Road, West
Barnstable, MA, 02668, US
interim Vice
President
Finance and
Operations
02/16/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Matthew Stoltzfus, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10077,James W Coffey 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Coffey
James W
(617) 288-9500
james.coffey@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Boston Municipal
Court-Dorchester
District
Justice
09/11/2001
Boston Municipal
Court-Dorchester
District
510 Washington Street,
Dorchester, MA, 02124, US
Justice
09/11/2001
Boston Municipal
Court Department
(BMC)
510 Washington Street,
Dorchester, MA, 02124, US
Judge
09/11/2001
Boston Municipal
Court Department
(BMC)
510 Washington Street,
Dorchester, MA, 02124, US
Judge
09/11/2001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Page 2 of 13
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citi Mortgage
P.O. Box 6243, Sioux
Falls, SD, 57117 6243,
15 years
3.375
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, James W Coffey, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10078,Joannah Quinn 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Quinn
Joannah
(857) 242-5535
joannah.quinn@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of the
State Auditor
(OSA)
One Ashburton Place, Room
1819, Boston, MA, 02108,
Office of the
State Auditor
(OSA)
Acting Chief
Legal Counsel
02/28/2011
$60,001 to
100,000
Chief Legal
Counsel
06/06/2011
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Keller
Williams
þ
607 Boylston Street ,
Boston, MA, 02116, US
Independent Contractor
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
FTI Consulting
200 State Street , 9th
Floor, Boston, MA, 02118, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
FTI Consulting
200 State Street, Second Floor, Boston, MA, 02109,
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Wayfair Inc.
Class A Common
Stock(W)
F, S/C
OvaScience Inc.
- Common
Stock(OVAS)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Cambridge
Trust Company
1336 Massachusetts
Avenue, Cambridge, MA,
02138, US
30 year
3.75
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Joannah Quinn, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10079,Michael J. Horan 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Horan
Michael J.
(508) 584-8120
michael.horan@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Plymouth County
District
Attorney's Office
166 Main Street,
Brockton, MA, 02301, US
Chief legal
Counsel
11/01/2001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Coastal
Heritage Bank
Plain Street,
Marshfield, MA, 02050,
30 year fixed, 5 year
Home Equity
4
2036
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Michael J. Horan, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10080,Christian Gonsalves 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Gonsalves
Christian
(781) 849-5535
cgonsalves@masslottery.com
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
State Lottery
Commission
60 Columbian Street,
Braintree, MA, 02184, US
Deputy
General
Counsel
07/13/2015
$60,001 to
100,000
Massachusetts
State Lottery
Commission
60 Columbian Street,
Braintree, MA, 02184, US
Deputy
General
Counsel
07/13/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Christian Gonsalves, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10081,John Giarrusso Jr. 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Giarrusso Jr.
John
(508) 820-2040
john.giarrusso@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Emergency
Management Agency
(MEMA)
Planning,
Preparedness
and Nuclear
Section Chief
08/01/2005
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Lawrence General
Hospital
One General Street,
Lawrence, MA, 01841, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
BB&T
101 Arch St, Boston, MA,
02110, US
20
3.75
2032
Santander Bank
Lafayette Street,
Seabrook, NH, 03874, US
Unlimited
2.4
2032
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
8
Sandpipe
r Lane,
Seabrook
, NH,
03874,
F, S/C
$100,001
or more
$40,001
to
60,000
Unlimited
2.4
2032
Creditor
Santande
r Bank
Creditor
Lafayett
e Road,
Seabrook
, NH,
03874,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, John Giarrusso Jr., certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10082,D. Dunbar Livingston 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Livingston
D. Dunbar
(617) 660-9357
d.dunbar.livingston@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Salem District
Court
56 Federal Street, Salem
,MA, MA, 01970, US
Associate
Justice
03/16/2005
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Wellington Management
Company
280 Congress Street, Boston
MA , MA, 02210, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 16
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Real Estate Address
Beneficiary
Virginia
C.
Livingston
Trust
68 Wharf St,
Nahant, MA, 01908,
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Page 8 of 16
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
iShares Core U.S.
Aggregate Bond
ETF(AGG)
iShares iBoxx $
Investment Grade
Corporate Bond
ETF(LQD)
Fidelity Balanced
Fund(FBALX)
iShares MSCI
Switzerland Capped
Index Fund(EWL)
Berkshire Hathaway
Inc. New Common
Stock(BRK.B)
Page 9 of 16
Pfizer, Inc.
Common Stock(PFE)
TASER
International,
Inc. - Common
Stock(TASR)
Time Warner Inc.
New Common
Stock(TWX)
SPDR Select Sector
Fund - Health
Care(XLV)
SPDR Select Sector
Fund Technology(XLK)
BP p.l.c. Common
Stock(BP)
Page 10 of 16
Vanguard FTSE
Pacific ETF(VPL)
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
PO Box 15222,
Wilmington, DE, 19886
5222, US
15 year
3.5
2026
RBS Citizens,
NA
1 Citizens Plaza,
Providence, RI, 02903,
20
2.99
2036
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 15 of 16
I, D. Dunbar Livingston, certify under the pains and penalties of perjury that:
Submitted: 04/24/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 16 of 16",,
sfi.db/filings,10083,Alana M. Murphy 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Murphy
Alana M.
(617) 573-1301
alana.murphy@massmail.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Housing and
Community
Development
(DHCD)
Director of
Policy
Development
01/28/2008
$60,001 to
100,000
Department of
Housing and
Community
Development
(DHCD)
Director of
Policy &
External
Relations
12/28/2008
$60,001 to
100,000
Department of
Housing and
Community
Development
(DHCD)
Director of
Policy &
External
Relations
12/28/2008
$60,001 to
100,000
Department of
Housing and
Community
Development
(DHCD)
Director of
Policy &
External
Relations
01/28/2008
$60,001 to
100,000
Department of
Housing and
Community
Development
(DHCD)
100 Cambridge Street, ste
300, Boston, MA, 02114,
Deputy
Associate
Director
12/29/2014
Department of
Housing and
Community
Development
(DHCD)
100 Cambridge Street, ste
300, Boston, MA, 02114,
Deputy
Associate
Director
12/29/2014
Department of
Housing and
Community
Development
(DHCD)
100 Cambridge Street,
Suite 300, Boston, MA,
02114, US
Deputy
Associate
Director
12/29/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
PO Box 31308, Charlotte,
NC, 28231 1308, US
30 years
5.875
2033
bank of
america
PO Box 31308, Charlotte,
NC, 28231 1308, US
30 year
5.875
2033
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Alana M. Murphy, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10084,Humberto Reynoso-Vallejo 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Reynoso-Vallejo
Humberto
(617) 727-6200
Ext : 5543
humberto.reynoso@sao.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of the
State Auditor
(OSA)
Office of the
State Auditor
(OSA)
One Ashburton Place Room
1819, Boston, MA, 02108,
Director of
Research and
Policy
06/01/2014
Director of
Research and
Policy
06/09/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
University of
Massachussetts
100 Morrissey
Boulevard, Boston,
MA, 02125, US
Senior
Research
Associate
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Humberto Reynoso-Vallejo, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10085,Wanda Beckwith 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Beckwith
Wanda
(413) 528-0146
wanda.beckwith@sec.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Registry of Deeds
(Secretary of
State
Administered)
334 Main Street, Suite 2,
Great Barrington, MA,
01230 1894, US
Register of
Deeds
01/01/2007
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Thursday Morning
Club
PO Box 422, Great
Barrington, MA, 01230, US
Director
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Yes
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
International
Paper Company
Common Stock(IP)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Wanda Beckwith, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10086,Marianne C Hinkle 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Hinkle
Marianne C
(781) 935-4000
Ext : 246
marianne.hinkle@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Woburn District
Court
First Justice
12/13/2010
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Real Estate Address
Beneficiary
Marianne
Hinkle
Revocable
Living
Trust
Yes
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
CitiMortgage
Inc.
Attn: Research
Services, P.O. Box 6243,
Sioux Falls, SD, 57117,
14 years
3.625
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Marianne C Hinkle, certify under the pains and penalties of perjury that:
Submitted: 04/28/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10087,Mark H Johnson 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Johnson
Mark H
(617) 305-5860
mark.johnson@mwra.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
100 First Avenue,
Charlestown, MA, 02129,
Director,
Metropolitan
Water
Operations
and
Maintenance
11/30/2004
Massachusetts
Water Resources
Authority (MWRA)
100 First Ave,
Charlestwn, MA, 02129, US
Director,
Metropolitan
Water
Operations
09/01/1998
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of
Burlington
22 Sears Street,
Burlington, MA,
01803, US
Librarian
Municipal
Town of
Burlington
22 Sears Road,
Burlington, MA,
01803, US
Librarian
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
TD Bank
PO Box 8400, Lewiston,
ME, 04243 8400, US
15 years
2.99
2017
TD Bank
PO Box 8400, Lewiston,
ME, 04243, US
15 years
2.99
2017
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Mark H Johnson, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10088,Patrick B. B Foley 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Foley
Patrick B. B
(508) 278-2408
Ext : 125
patrick.foley@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Office of the
Commissioner of
Probation
261 s main st, uxbridge,
MA, 01569, US
CHIEF
PROBATION
OFFICER
03/25/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
CITY OF WORCESTER
GRAFTON ST.,
WORCESTER, MA,
01604, US
INSTRUCTIONAL
ASSISTANT
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Quicken Loans
1050 WOODWARD AVE.,
DETROIT, MI, 48226, US
30 years
4.25
2041
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Patrick B. B Foley, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10089,Christine Packard 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Packard
Christine
(508) 820-2056
christine.packard@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Emergency
Management Agency
(MEMA)
400 Worcester Rd,
Framingham, MA, 01702, US
Deputy
Director
05/21/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Packard Machinery
504 Groton Rd, Westford, MA,
01886, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Packard Machinery
504 Groton Rd, Westford, MA, 01886
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Packard Machinery
504 Groton Rd, Westford, MA,
01886, US
Officer
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Leader Bank
180 Massachusetts Ave,
Arlington, MA, 02474, US
30
3.625
2045
Webster Five
10 A Street, Auburn, MA,
01501, US
30 years
4.75
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
148
Mechanic
St,
North
Conway,
NH,
03860,
F, S/C
$100,001
or more
$100,001
or more
30
3.625
2043
Creditor
Creditor
Chase
PO Box
78420,
Phoenix,
AZ,
78420,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Christine Packard, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10090,Gail DeRiggi 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
DeRiggi
Gail
(617) 988-7813
gail.deriggi@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Early Education
and Care (EEC)
51 Sleeper Street,
Boston, MA, 02210, US
Associate
Commissioner
for Family
and Community
Supports
04/01/2016
$60,001 to
100,000
Department of
Early Education
and Care (EEC)
51 Sleeper Street,
Boston, MA, 02210, US
Asc.
Commissioner
for Family
and Community
Supports
04/01/2016
$60,001 to
100,000
Department of
Early Education
and Care (EEC)
51 Sleeper Street,
Boston, MA, 02210, US
Associate
Commissioner
for Family
and Community
Supports
04/01/2017
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Disabled Persons
Protection
Commission
300 Granite Street
#404, Braintree, MA,
02184, US
Deputy
Executive
Director
State
Disabled Persons
Protection
Commission
300 Granite Street
#404, Braintree, MA,
02184, US
Deputy
Executive
Director
State
Disabled Persons
Protection
Commission
300 Granite Street
#404, Braintree, MA,
02184, US
Deputy
Executive
Director
Services Provided
Page 2 of 13
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
JP Morgan &
Chase
PO Box 469030, Glendale,
CO, 80246, US
5 years
3
2019
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Gail DeRiggi, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10091,John K Pitcher 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Pitcher
John K
(617) 228-2208
jkpitcher@bhcc.mass.edu
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Bunker Hill
Community College
250 New Rutherford
Avenue, Boston, MA, 02129
2925, US
Vice
President, A
& F - CFO
02/03/2014
Bunker Hill
Community College
250 New Rutherford Ave.,
Boston, MA, 02129 2925,
Vice
President,
Administratio
n and Finance
02/03/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Middlesex
Community College
33 Kearney Square,
Lowell, MA, 01852,
Vice
President,
Enrollment
Mgmt and
Startegic
Planning
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Intrexon
Corporation
Common
Stock(XON)
F, S/C
Prothena
Corporation plc
- Ordinary
Shares(PRTA)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
ZIOPHARM Oncology
Inc - Common
Stock(ZIOP)
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
649 Big
Oak
Road,
Bridgeto
n, NJ,
08360,
$100,001
or more
$100,001
or more
30 years
4.7
2045
Creditor
Newfield
National
Bank
Creditor
18 S
West
Blvd,
Newfield
, NJ,
08344,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, John K Pitcher, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10092,Frederick G. Mahony 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Mahony
Frederick G.
(617) 727-3040
Ext : 14
frederick.mahony@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Alcoholic
Beverages Control
Commission (ABCC)
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
239 Causeway Street,
Boston, MA, 02114, US
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
239 Causeway Street,
Boston, MA, 02214, US
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
239 Causeway Streer,
Boston, MA, 02114, US
Chief
Investigator
02/01/1995
Alcoholic
Beverages Control
Commission (ABCC)
239 Causeway Street,
Boston, MA, 02114, US
Chief
Investigator
02/01/1995
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citizens Bank
P.O. Box 42008,
Providence, RI, 02940,
Home Equity
2.99
2035
Nationstar
Mortgage
P.O. Box 619063, Dallas,
TX, 75261 9063, US
20 year
5.87
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Frederick G. Mahony, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10093,William E Brauner 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Brauner
William E
(617) 727-5944
Ext : 115
bbrauner@cedac.org
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
CEDAC (Community
Economic
Development
Assistance
Corporation)
Housing
Preservation
Program
Manager
04/01/2009
$60,001 to
100,000
CEDAC (Community
Economic
Development
Assistance
Corporation)
Housing
Preservation
Program
Manager
11/20/2000
$60,001 to
100,000
CEDAC (Community
Economic
Development
Assistance
Corporation)
Housing
Preservation
Program
Manager
04/01/2009
CEDAC (Community
Economic
Development
Assistance
Corporation)
1 Center Plaza, Suite
350, Boston, MA, 02108,
Director of
Housing
Preservation
and Policy
12/01/2015
CEDAC (Community
Economic
Development
Assistance
Corporation)
18 Tremont Street, Suite
500, Boston, MA, 02108,
Director of
Housing
Preservation
and Policy
12/01/2015 12/31/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
North Shore Community
Action Programs, Inc.
119 R Foster Street,
Building 13, Peabody, MA,
01960, US
Manager
North Shore Community
Action Programs, Inc.
119 R Foster Street,
Building 13, Peabody, MA,
01960, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Habitat For Humanity
- North Shore
215 Maple Street, Lynn,
MA, 01904, US
Director
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
Metro Credit
Union
PO Box 9100, Chelsea,
MA, 02150, US
30
4.5
2043
7
3.5
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, William E Brauner, certify under the pains and penalties of perjury that:
Submitted: 04/20/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10095,Brooke Doyle 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Doyle
Brooke
(617) 626-8097
brooke.doyle@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Mental Health
(DMH)
25 Staniford St., Boston,
MA, 02114, US
Assistant
Commissioner
for Mental
Health
Services
08/06/2012 11/28/2015
Department of
Mental Health
(DMH)
25 Staniford St., Boston,
MA, 02114, US
Deputy
Commissioner
of Mental
Health
Services
11/29/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Junction Commercial
Service
640 Pleasant St. , Norwood,
MA, 02062, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
Name of Trust
Real Estate Address
Beneficiary
F, S/C
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Fidelity Money
Market
Fund(SPRXX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
PO Box 9001871,
Louisville, KY, 40290
1871, US
10 years
3.375
2026
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Brooke Doyle, certify under the pains and penalties of perjury that:
Submitted: 04/20/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10096,José C Massó 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Massó
José C
(617) 568-1002
jmasso@massport.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Port Authority
(MASSPORT)
director of
community
relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
Director of
Communcity
Relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
Director of
Community
Relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
East Boston, MA, 02128,
Director of
Community
Relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
one harborside drive,
East Boston, MA, 02128
2909, US
Director of
Community
Relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
one harborside drive,
East Boston, MA, 02128
2909, US
Director of
Community
Affairs
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
one harborside drive,
East Boston, MA, 02128
2909, US
Director of
Community
Relations
03/25/2013
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
Suite 200S, East Boston,
MA, 02128 2909, US
Director of
Policy
09/28/2016
Page 2 of 15
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
Page 3 of 15
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Caribbean Foundation of
Boston, Inc.
317 Blue Hill Avenue,
Dorchester, MA, 02121, US
Manager
Caribbean Foundation of
Boston, Inc.
317 Blue Hill Avenue,
Dorchester, MA, 02121, US
Manager
Caribbean Foundation
317 Blue Hill Avenue,
Dorchester, MA, 02121, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 4 of 15
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
F, S/C
Page 5 of 15
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 6 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 15
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 9 of 15
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase Home
Mortgage
PO Box 90001871,
Louisville, KY, 40290
1871, US
30 years
5.875
2020
Chase Home
Mortgage
PO Box 90001871,
Louisville, KY, 40290
1871, US
30 years
5.875
2020
Chase Home
Mortgage
PO Box 9001871,
Louisville, KY, 40290
1871, US
30 years
5.875
2020
Page 10 of 15
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 11 of 15
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
Page 12 of 15
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
Page 13 of 15
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 14 of 15
I, José C Massó, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 15 of 15",,
sfi.db/filings,10097,Karen M Sampson Johnson 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Sampson Johnson
Karen M
(617) 776-2662
Karen.Sampson-Johnson@mrc.state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Rehabilitation
Commission (MRC)
5 Middlesex Avenue,
Somerville, MA, 02124, US
Area Director
- Somerville
05/24/2010
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
5 Middlesex Avenue,
Somerville, MA, 02124, US
Area Director
05/24/2010
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Umass Boston
100 Morrissey
Boulevard, Boston,
MA, 02109, US
Professor
Services Provided
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase Bank
P.O. Box 47020, Atlanta,
GA, 30362 7020, US
20
3.5
2037
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Karen M Sampson Johnson, certify under the pains and penalties of perjury that:
Submitted: 04/25/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10098,Cheri Rolfes 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Rolfes
Cheri
(617) 274-5543
cheri.rolfes@state.ma.us
You indicated that you had no spouse living in your household at any time during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Executive Office
of Public Safety
and Security
Legislative
Director
01/06/2014
$60,001 to
100,000
Executive Office
of Public Safety
and Security
One Ashburton Place, Room
2133, Boston, MA, 02108,
Legislative
Director
01/06/2014
$60,001 to
100,000
Executive Office
of Public Safety
and Security
One Ashburton Place, Room
2133, Boston, MA, 02108,
Legislative
Director
01/06/2014 04/26/2017
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Cheri Rolfes, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10099,Victor P L'Esperance 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
L'Esperance
Victor P
(617) 305-5652
victor.lesperance@mwra.com
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Water Resources
Authority (MWRA)
100 First Avenue, Boston,
MA, 02150, US
Deputy
Director
Security &
Preparedness
(OEP)
02/17/2014
Massachusetts
Water Resources
Authority (MWRA)
2 Griffin Way, Chelsea,
MA, 02150, US
Deputy
Director, OEP
02/12/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Hathaway School
Bessom Street, Lynn, MA,
01902, US
Independent Contractor
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
7745 Office Plaza N.,
West Des Moines, IA,
50266, US
30 year
5.4
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
Page 12 of 13
I, Victor P L'Esperance, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016
Page 13 of 13",,
sfi.db/filings,10100,Nhat Le 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Le
Nhat
(617) 973-8535
nhat.le@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you did have dependent child(ren) residing in your household during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Office of
Business
Development
(MOBD)
10 Park Plaza, Boston,
MA, 02116, US
Chief
Operating
Officer
08/10/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Homestead bakery & cafe
LLC
1448 Dorchester Ave ,
Dorchester , MA, 02122, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Homestead Bakery & Cafe, LLC
1448 Dorchester Avenue, Dorchester, MA, 02122, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
Viet-Aid
43 Charles St, Dorchester,
MA, 02122, US
Officer
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Ashmont Nursery School
1 Ashmont st, Dorchester, MA,
02122, US
Officer
Fields Corners Main Streets
1444 Dorchester Ave, Dorchester,
MA, 02122, US
Director
St. Marks Area Main Street
1914 Dorchester Avenue,
Dorchester, MA, 02124, US
Officer
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Cenlar
PO Box 77404, Ewing, NJ,
08628, US
30 years
4.0
2044
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Nhat Le, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10101,Clark L Ziegler 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Ziegler
Clark L
(857) 317-8585
cziegler@mhp.net
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Massachusetts
Housing
Partnership (MHP)
160 Federal Street,
Boston, MA, 02110, US
Executive
Director
09/04/1990
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Community
Economic
Development
Assistance
Corp.
18 Tremont
Street,
Suite 500,
Boston, MA,
02108, US
Director
Services Provided
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Greater Lawrence Family
Health Center
34 Haverhill Street,
Lawrence, MA, 01841, US
Employee
Lynn Community Health
Center
269 Union Street, Lynn, MA,
01901, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
Deer Park LLC
118 Anchor Drive, Somerset, MA, 02726, US
5 Lee Road LLC
118 Anchor Drive, Somerset, MA, 02726, US
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
The Housing
Partnership Fund,
Inc.
Housing Partnership
Ventures, Inc.
National Association
of Affordable
Housing Lenders
Ipswich Citizens for
Public Trust
One Washington Mall,
Boston, MA, 02108, US
Director
One Washington Mall,
Boston, MA, 02108, US
Director
1025 Connecticut Avenue,
NW, Washington, DC, 20036,
Officer
P.O. Box 1, Ipswich, MA,
01938, US
Officer
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Institution
for Savings
93 State Street,
Newburyport, MA, 01950,
15 years
2.99
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Clark L Ziegler, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,
sfi.db/filings,10102,Nicholas Gove 2016,2016-01-01T00:00:00,,1,"Statement of Financial Interests for 2016
Gove
Nicholas
(617) 626-1334
nicholas.gove@state.ma.us
You indicated that you did have a spouse residing in your household during 2016.
You indicated that you had no dependent child(ren) residing in your household at any time during 2016.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
provide the required information for that position. If you held more than one public position which requires you to
file, identify each position.
Department of
Conservation and
Recreation (DCR)
North Region
Director
01/31/2010
$60,001 to
100,000
Department of
Conservation and
Recreation (DCR)
Regional
Director
09/17/2012
$60,001 to
100,000
Department of
Conservation and
Recreation (DCR)
251 Causeway Street,
Suite 600, Boston, MA,
02114 2119, US
Asst. Deputy
Commissioner
10/11/2015
Department of
Conservation and
Recreation (DCR)
251 Causeway Street,
Boston MA, MA, 02114, US
Deputy
Commissioner
10/17/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2016, whether compensated or not, and whether full- or
part-time.
services, at any time during 2016, whether compensated or not, and whether full- or part-time.
any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2016, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2016, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Lincoln Property
Company
2000 McKinney Avenue, Suite
1000, Dallas, TX, 75201, US
Manager
Lincoln Properties
2000 McKinney Avenue, Suite
1000, Dallas, TX, 75201, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016,
and provide the required information for each.
during 2016, and provide the required information for each.
dependent child(ren) residing in your household during 2016, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2016, whether
an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2016, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each such
Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2016, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2016, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2016, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2016, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2016, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Real Estate Address
S/C
Name of Trust
Nature of Interest
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2016, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2016, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2016, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2016, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2016, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2016, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2016, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as
of December 31, 2016, and which your spouse and/or any dependent child(ren) residing in your household were
obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)
residing in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
29 years
4
2045
Wells Fargo
420
Montgomery
Street, San
Francisco,
CA, 94104, US
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2016, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2016, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 by any
legislative agent or executive agent (lobbyist).
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2016 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016
by any person having a direct interest in legislation, legislative action, or a matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2016 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2016 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2016, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016?
I, Nicholas Gove, certify under the pains and penalties of perjury that:
Submitted: 04/19/2017
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016",,