search_index: sfi.db/filings, 15745
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 15745 | Elizabeth A Scurria Morgan 2017 | 2017-01-01T00:00:00 | 1 | Statement of Financial Interests for 2017 Scurria Morgan Elizabeth A (617) 624-5214 Elizabeth.scurriamorgan@state.ma.us 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 20 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 Health (DPH) 250 Washington Street, Boston, MA, 02108, US First Deputy General Counsel 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 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 6. Identify any Business from which you were on a leave of absence at any time during 2017, and provide its address. Page 2 of 20 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. Epsilon Data Management LLC 601 Edgewater Drive, Wakefield, MA, 01880, US Manager 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 Page 3 of 20 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 F, S/C 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. 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. Page 8 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. Name of Issuer Description of Investment Principal Place of Business or State of Incorporation BLDRS Developed Markets 100 ADR Index Fund(ADRD) iShares TIPS Bond ETF(TIP) Alliance Data Systems Corporation Common Stock(ADS) Page 9 of 20 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. Name of Issuer Beneficiary BlackRock Funds II, Strategic Opportunities Ptf Institutional(BS IIX) Elizabeth Scurria 1986 Trust Eaton Vance Global Macro Absolute Return Fund Cl A(EAGMX) Elizabeth Scurria 1986 Trust Eaton Vance Global Macro Absolute Return Fund Class I(EIGMX) Elizabeth Scurria 1986 Trust Goldman Sachs Strategic Income Fund Insti Shares(GSZIX) Elizabeth Scurria 1986 Trust Vanguard Intermediate-Ter m Tax-Exempt Fd Admiral Shs(VWIUX) Elizabeth Scurria 1986 Trust Wells Fargo Adv Fd, Intermediate Tax/AMT-Free Inst Cl(WITIX) Elizabeth Scurria 1986 Trust Description of Investment Principal Place of Business or State of Incorporation Issuer Address Name of Trust Page 10 of 20 BBH Core Select Fund Class N(BBTEX) Elizabeth Scurria 1986 Trust Hamlin High Dividend Equity Fd Inst Cl(HHDFX) Elizabeth Scurria 1986 Trust PIMCO Fds, Pacific Inv Management Ser All Asset All Authority Fd Insti(PAUIX) Elizabeth Scurria 1986 Trust Schwab S&P 500 Index FundSelect Shares(SWPPX) Elizabeth Scurria 1986 Trust Vanguard Total International Stock Index Fd Admiral(VTIAX) Elizabeth Scurria 1986 Trust Vanguard Total International Stock Index Fund(VGTSX) Elizabeth Scurria 1986 Trust iShares Core S&P Small-Cap ETF(IJR) Elizabeth Scurria 1986 Trust Page 11 of 20 iShares Core S&P 500 ETF(IVV) Elizabeth Scurria 1986 Trust iShares Core U.S. Aggregate Bond ETF(AGG) Elizabeth Scurria 1986 Trust Vanguard FTSE Developed Markets ETF(VEA) Elizabeth Scurria 1986 Trust Vanguard FTSE Emerging Markets ETF(VWO) Elizabeth Scurria 1986 Trust Vanguard S&P 500 ETF(VOO) Elizabeth Scurria 1986 Trust AMG Yacktman Focused Fund Institutional Class(YAFIX) Elizabeth Scurria 1986 Trust Mutual Global Discovery Fund Class Z(MDISX) Elizabeth Scurria 1986 Trust Page 12 of 20 Spartan 500 Index Fund Advantage Class(FUSVX) Elizabeth Scurria 1988 Trust Hamlin High Dividend Equity Fd Inst Cl(HHDFX) Elizabeth Scurria 1988 Trust BBH Core Select Retail Class(BBTRX) Elizabeth Scurria 1988 Trust PIMCO Fds, Pacific Inv Management Ser All Asset All Authority Fd Insti(PAUIX) Elizabeth Scurria 1988 Trust Schwab S&P 500 Index FundSelect Shares(SWPPX) Elizabeth Scurria 1988 Trust Vanguard Total International Stock Index Fund(VGTSX) Elizabeth Scurria 1988 Trust Vanguard Total International Stock Index Fd Admiral(VTIAX) Elizabeth Scurria 1988 Trust Page 13 of 20 BlackRock Funds II, Strategic Opportunities Ptf Institutional(BS IIX) Elizabeth Scurria 1988 Trust Eaton Vance Global Macro Absolute Return Fund Class I(EIGMX) Elizabeth Scurria 1988 Trust Goldman Sachs Strategic Income Fund Insti Shares(GSZIX) Elizabeth Scurria 1988 Trust Vanguard Intermediate-Ter m Tax-Exempt Fd Admiral Shs(VWIUX) Elizabeth Scurria 1988 Trust Wells Fargo Adv Fd, Intermediate Tax/AMT-Free Admin Cl(WFITX) Elizabeth Scurria 1988 Trust Wells Fargo Adv Fd, Intermediate Tax/AMT-Free Inst Cl(WITIX) Elizabeth Scurria 1988 Trust iShares Core S&P Small-Cap ETF(IJR) Elizabeth Scurria 1988 Trust Page 14 of 20 iShares Core U.S. Aggregate Bond ETF(AGG) Elizabeth Scurria 1988 Trust Vanguard FTSE Developed Markets ETF(VEA) Elizabeth Scurria 1988 Trust Vanguard FTSE Emerging Markets ETF(VWO) Elizabeth Scurria 1988 Trust Vanguard S&P 500 ETF(VOO) Elizabeth Scurria 1988 Trust 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. Cambridge Trust Company 1336 Massachusetts Avenue, Cambridge, MA, 02138, US 30 years 3.25 2045 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 16 of 20 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 17 of 20 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 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 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 36, 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 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 2017 by any person having a direct interest in a matter before a governmental body by which you were or are now employed. Page 18 of 20 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 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 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, Elizabeth A Scurria Morgan, certify under the pains and penalties of perjury that: Submitted: 05/03/2018 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 |