search_index: sfi.db/filings, 10075
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| 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 |