search_index: sfi.db/filings, 15560
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| sfi.db/filings | 15560 | Laura L Douglas 2017 | 2017-01-01T00:00:00 | 1 | Statement of Financial Interests for 2017 Douglas Laura L (508) 678-2184 laura.douglas@bristolcc.edu You indicated that you did have a spouse residing in your household during 2017. You indicated that you had no dependent child(ren) residing in your household at any time during 2017. 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. Bristol Community College 777 Elsbree Street, Fall River, MA, 02720, US President 07/01/2017 Bristol Community College 777 Elsbree Street, Fall River, MA, 02720, US President 07/03/2017 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 2017, whether compensated or not, and whether full- or part-time. services, at any time during 2017, whether compensated or not, and whether full- or part-time. any time during 2017, 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 2017, 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 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. Iowa Western Community College 300 West Broadway, Council Bluffs, IA, 51503, US Employee AIB College of Business 2500 Fleur Drive, Des Moines, IA, 50321, US owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2017, and provide the required information for each. during 2017, and provide the required information for each. Page 3 of 19 dependent child(ren) residing in your household during 2017, 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 2017, whether an officer, director, or trustee, at any time during 2017, 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, 2017, and which had an assessed value greater than $1,000, and provide the required information for each Real Page 4 of 19 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2017, 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, 2017, 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, 2017, 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 2017, and provide the required information for each Real Estate holding. Page 5 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 2017, 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, 2017, 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, 2017, 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 19 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2017, 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, 2017, 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, 2017, 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 19 agencies, and authorities, which was owned as of December 31, 2017, 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, 2017, 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 CREF Stock Account R2(QCSTPX) TIAA Real Estate Account(QREARX) TIAA CREF Stock Account R3(QCSTIX) CREF Growth Account R3(QCGRIX) CREF Global Equities Account - R2(QCGLPX) Description of Investment Principal Place of Business or State of Incorporation Annuity New York 730 Third Avenue, New York, NY, 10017 3206, US Page 9 of 19 CREF Stock Account R1(QCSTRX) CREF Growth Account R1(QCGRRX) CREF Growth Account R3(QCGRIX) CREF Global Equities Account - R3(QCGLIX) CREF Global Equities Account - R1(QCGLRX) Vanguard Small-Cap Value Index Fd Admiral(VSIAX) Vanguard 500 Index Fd Admiral Shs(VFIAX) Morgan Stanley Bank Account F, S/C Cash New York PO Box 286, New York, NY, 10274 0286, US Page 10 of 19 Janus Forty T Shs(JACTX) F, S/C Oppenheimer Active Allocation Fund Class Y Shs(OAAYX) F, S/C FT 5221: Sabrient Baker's Dozen Portfolio, 2015 Series(FNHTMX) F, S/C FT 5400: Value Line Target 25 2Q '15 - Term 7/8/16(FSQNLX) F, S/C FT 5050: Target Global Dvd. Leaders 4Q '14 Term 1/8/16(FRUCIX) F, S/C Consulting Group Capital Markets Core Fixed Fund(TIIUX) Consulting Group Capital Markets Emerging Equity Inv(TEMUX) Consulting Group Capital Markets Funds, High Yield Investments Fund(THYUX) Page 11 of 19 Consulting Group Capital Markets International Equity Investments Port(TIEUX) Consulting Group Capital Markets Large Capitalization Growth Inv Portf(TLGUX) Consulting Group Capital Markets Large Capitalization Growth Inv Portf(TLGUX) Consulting Group Capital Markets Small Capitalization Growth Inv Portf(TSGUX) Consulting Group Capital Markets Small Capitalization Growth Inv Portf(TSGUX) John Hancock Multifactor Large Cap ETF(JHML) John Hancock Multifactor Mid Cap ETF(JHMM) Pacer Trendpilot 450 ETF(PTMC) Page 12 of 19 Pacer Trendpilot 750 ETF(PTLC) Vanguard FTSE All World Ex US ETF(VEU) Focused Dividend Strategy Portfolio Class A(FDSAX) Catalyst Hedged Commodity Strategy Fund Class I(CFHIX) ClearBridge Large Cap Growth Fd Class I(SBLYX) Franklin K2 Alternative Strategies Fund Cl Z(FABZX) John Hancock Funds III International Growth Fund Class I(GOGIX) Oppenheimer SteelPath MLP Select 40 Cl Y(MLPTX) Page 13 of 19 Virtus Emerging Markets Opportunities Fd Cl I Shs(HIEMX) Laura Douglas and Gregg Johnson F, S/C Home Dominican Republic Golf Suites 7128, Cocotal, Punta Cana, Domincan Republic 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, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down 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, 2017, 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, 2017, 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, 2017, 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 3000 Leadenhall Rd, Mt Laurel, NJ, 08054, US 15 years 3.58 2027 Primary Residence, on which more than $1,000 was owed as of December 31, 2017, 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, 2017, 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 15 of 19 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2017, 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, 2017, 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 2017, 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 2017, 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 2017 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 2017 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 2017 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 2017 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 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 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 2017 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 2017, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2017? Page 18 of 19 I, Laura L Douglas, certify under the pains and penalties of perjury that: Submitted: 04/28/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 19 of 19 |