search_index: sfi.db/filings, 15654
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| sfi.db/filings | 15654 | Gregory Henning 2017 | 2017-01-01T00:00:00 | 1 | Statement of Financial Interests for 2017 Henning Gregory Contact Phone Number: Contact Email : You indicated that you had no spouse living in your household at any time during 2017. You indicated that you had no dependent child(ren) residing in your household at any time during 2017. Office District Attorney - Suffolk County provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Page 1 of 20 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. Public Agency Public Agency Consultant / Contractor? County Suffolk County District Attorney's Office 1 Bulfinch Place, Boston, MA, 02114, US Assistant District Attorney $60,001 to 100,000 Services Provided 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 Anna Ivey Consulting 11693 San Vicente Blvd, #103, Los Angeles, CA, 90049, US Independent Contractor $20,001 to 40,000 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. Page 2 of 20 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. 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. Page 3 of 20 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 19 Bellflower Street, Unit 4, Dorchester, MA, 02125, US 29 S. Sydney Street, Unit 3, Dorchester, MA, 02125, US 20 Cross Street, Mashpee, MA, 02145, US 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 Page 4 of 20 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 20 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 20 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 20 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 20 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 Apple Inc. Common Stock(AAPL) Platform Specialty Products Corporation Common Stock(PAH) iShares Core S&P 500 ETF(IVV) iShares Core MSCI EAFE ETF(IEFA) Vanguard REIT ETF - DNQ(VNQ) Federated Strategic Value Dividend Fund Class IS(SVAIX) Description of Investment Principal Place of Business or State of Incorporation Page 9 of 20 Oakmark Global Select Fund Class I(OAKWX) DoubleLine Total Return Bond Fund Class I(DBLTX) JPMorgan Strategic Income Opportunities Fd Select Cl(JSOSX) First Eagle Global Fund Class I(SGIIX) Coca Cola Femsa S.A.B. de C.V. Common Stock(KOF) Johnson & Johnson Common Stock(JNJ) Procter and Gamble SPDR Select Sector Fund Energy Select Sector(XLE) Common Stock Ohio 1 P&G Plaza, Cincinnati , OH, 45202, US Page 10 of 20 iShares MSCI Europe Financials Sector Index Fund(EUFN) Invesco High Yield Municipal Fund Class Y(ACTDX) FPA Funds Trust, FPA Crescent Portfolio Institutional Class(FPACX) T. Rowe Price Capital Appreciation Fund(PRWCX) Agnico Eagle Mines Limited Common Stock(AEM) Archrock Partners, L.P. Digital Ally, Inc. - Common Stock(DGLY) Bank of America Corporation Common Stock(BAC) Limited Partnership Interest Texas 9807 Katy Frwy., Suite 100, Houston, TX, 77024, US Page 11 of 20 Dodge & Cox Balanced Fund(DODBX) Fairholme Fd(FAIRX) CGM Focus Fund(CGMFX) Bruce Fund, Inc. (BRUFX) Vanguard High Dividend Yield ETF - DNQ(VYM) American Water Works Company, Inc. Common Stock(AWK) Fidelity Massachusetts Tax Free Money Market(FDMXX) Fidelity 529 Account Massachusetts 200 Seaport Boulevard, Suite 630, Boston, MA, 02110, US Page 12 of 20 SPDR S&P Dividend ETF(SDY) SPDR S&P Transportation ETF(XTN) New Gold Inc. (NGD) Fidelity Contra Fund(FCNTX) Fidelity Balanced Fund(FBALX) Fidelity Select Biotechnology Pt(FBIOX) Skyworks Solutions, Inc. - Common Stock(SWKS) T. Rowe Price Emerging Markets Stock Fund(PRMSX) Page 13 of 20 T. Rowe Price International Discovery Fd(PRIDX) T. Rowe Price Japan Fund(PRJPX) T. Rowe Price 2050 Retirement Fund(TRRMX) T. Rowe Price Prime Reserve Fd(PRRXX) T. Rowe Price Diversified Small-Cap Growth Fund Inc.(PRDSX) Sandpiper Asset Management Hedge Fund Florida 60 Ocean Blvd, #12, Atlantic Beach, FL, 32233, US First Codman Equity Associates Limited Partnership Interest Massachusetts 3 Lebeau Drive, Middleton, MA, 01949, US Page 14 of 20 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 15 of 20 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. BB&T Mortgage 200 West Second Street, Winston Salem, NC, 27101, US 30 3.625 2043 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? Obligor Amount Outstanding Amount Mortgage Term Interest Rate (%) Termination Year 19 Bellflow er Street, #4, Boston, MA, 02125, $100,001 or more $100,001 or more 30 years 4.375 2045 BB&T Mortgage 200 West Second Street, Winston Salem, NC, 27101, 29 S. Sydney Street, Unit 3, Dorchest er, MA, 02125, $100,001 or more $100,001 or more 30 years 4.5 2044 Wells Fargo 420 Montgome ry Street, San Francisc o, CA, 94194, Creditor Creditor Page 16 of 20 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 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 Amount Amount Owed Interest Rate(%) Date Repayment Due Loan Collateral $10,00 1 to 20,000 $10,001 to 20,000 5 09/20/2020 Car Lease Mazda Capital Services Mazda Capital Services c/o Chase, PO Box 78074, Phoenix, AZ, 85062, 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, 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. Page 17 of 20 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, 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). Page 18 of 20 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. 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 19 of 20 I, Gregory Henning, certify under the pains and penalties of perjury that: Submitted: 04/29/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 20 of 20 |