{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "15745", "Elizabeth A Scurria Morgan 2017", "2017-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2017\nScurria Morgan\nElizabeth A\n(617) 624-5214\nElizabeth.scurriamorgan@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2017.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2017.\nPage 1 of 20\nprovide the required information for that position. If you held more than one public position which requires you to\nfile, identify each position.\nDepartment of\nPublic Health\n(DPH)\n250 Washington Street,\nBoston, MA, 02108, US\nFirst Deputy\nGeneral\nCounsel\n02/23/2014\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2017, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2017, whether compensated or not, and whether full- or part-time.\nany time during 2017, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2017, and provide its address.\nPage 2 of 20\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2017, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nEpsilon Data Management\nLLC\n601 Edgewater Drive,\nWakefield, MA, 01880, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2017,\nand provide the required information for each.\nduring 2017, and provide the required information for each.\ndependent child(ren) residing in your household during 2017, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2017, whether\nPage 3 of 20\nan officer, director, or trustee, at any time during 2017, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2017, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2017, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 20\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2017, with an assessed value greater than $1,000, and provide the required information for each such\nTrust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2017, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2017, and provide\nthe required information for each Real Estate holding.\nPage 5 of 20\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2017, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2017, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2017, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 20\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2017, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2017, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 20\nagencies, and authorities, which was owned as of December 31, 2017, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2017, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nPage 8 of 20\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nBLDRS Developed\nMarkets 100 ADR\nIndex Fund(ADRD)\niShares TIPS Bond\nETF(TIP)\nAlliance Data\nSystems\nCorporation Common\nStock(ADS)\nPage 9 of 20\n27. Identify every Financial Investment that was owned as of December 31, 2017, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nBeneficiary\nBlackRock Funds\nII, Strategic\nOpportunities\nPtf\nInstitutional(BS\nIIX)\nElizabeth\nScurria 1986\nTrust\nEaton Vance\nGlobal Macro\nAbsolute Return\nFund Cl A(EAGMX)\nElizabeth\nScurria 1986\nTrust\nEaton Vance\nGlobal Macro\nAbsolute Return\nFund Class\nI(EIGMX)\nElizabeth\nScurria 1986\nTrust\nGoldman Sachs\nStrategic Income\nFund Insti\nShares(GSZIX)\nElizabeth\nScurria 1986\nTrust\nVanguard\nIntermediate-Ter\nm Tax-Exempt Fd\nAdmiral\nShs(VWIUX)\nElizabeth\nScurria 1986\nTrust\nWells Fargo Adv\nFd, Intermediate\nTax/AMT-Free\nInst Cl(WITIX)\nElizabeth\nScurria 1986\nTrust\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nPage 10 of 20\nBBH Core Select\nFund Class\nN(BBTEX)\nElizabeth\nScurria 1986\nTrust\nHamlin High\nDividend Equity\nFd Inst\nCl(HHDFX)\nElizabeth\nScurria 1986\nTrust\nPIMCO Fds,\nPacific Inv\nManagement Ser\nAll Asset All\nAuthority Fd\nInsti(PAUIX)\nElizabeth\nScurria 1986\nTrust\nSchwab S&P 500\nIndex FundSelect\nShares(SWPPX)\nElizabeth\nScurria 1986\nTrust\nVanguard Total\nInternational\nStock Index Fd\nAdmiral(VTIAX)\nElizabeth\nScurria 1986\nTrust\nVanguard Total\nInternational\nStock Index\nFund(VGTSX)\nElizabeth\nScurria 1986\nTrust\niShares Core S&P\nSmall-Cap\nETF(IJR)\nElizabeth\nScurria 1986\nTrust\nPage 11 of 20\niShares Core S&P\n500 ETF(IVV)\nElizabeth\nScurria 1986\nTrust\niShares Core\nU.S. Aggregate\nBond ETF(AGG)\nElizabeth\nScurria 1986\nTrust\nVanguard FTSE\nDeveloped\nMarkets ETF(VEA)\nElizabeth\nScurria 1986\nTrust\nVanguard FTSE\nEmerging Markets\nETF(VWO)\nElizabeth\nScurria 1986\nTrust\nVanguard S&P 500\nETF(VOO)\nElizabeth\nScurria 1986\nTrust\nAMG Yacktman\nFocused Fund\nInstitutional\nClass(YAFIX)\nElizabeth\nScurria 1986\nTrust\nMutual Global\nDiscovery Fund\nClass Z(MDISX)\nElizabeth\nScurria 1986\nTrust\nPage 12 of 20\nSpartan 500\nIndex Fund\nAdvantage\nClass(FUSVX)\nElizabeth\nScurria 1988\nTrust\nHamlin High\nDividend Equity\nFd Inst\nCl(HHDFX)\nElizabeth\nScurria 1988\nTrust\nBBH Core Select\nRetail\nClass(BBTRX)\nElizabeth\nScurria 1988\nTrust\nPIMCO Fds,\nPacific Inv\nManagement Ser\nAll Asset All\nAuthority Fd\nInsti(PAUIX)\nElizabeth\nScurria 1988\nTrust\nSchwab S&P 500\nIndex FundSelect\nShares(SWPPX)\nElizabeth\nScurria 1988\nTrust\nVanguard Total\nInternational\nStock Index\nFund(VGTSX)\nElizabeth\nScurria 1988\nTrust\nVanguard Total\nInternational\nStock Index Fd\nAdmiral(VTIAX)\nElizabeth\nScurria 1988\nTrust\nPage 13 of 20\nBlackRock Funds\nII, Strategic\nOpportunities\nPtf\nInstitutional(BS\nIIX)\nElizabeth\nScurria 1988\nTrust\nEaton Vance\nGlobal Macro\nAbsolute Return\nFund Class\nI(EIGMX)\nElizabeth\nScurria 1988\nTrust\nGoldman Sachs\nStrategic Income\nFund Insti\nShares(GSZIX)\nElizabeth\nScurria 1988\nTrust\nVanguard\nIntermediate-Ter\nm Tax-Exempt Fd\nAdmiral\nShs(VWIUX)\nElizabeth\nScurria 1988\nTrust\nWells Fargo Adv\nFd, Intermediate\nTax/AMT-Free\nAdmin Cl(WFITX)\nElizabeth\nScurria 1988\nTrust\nWells Fargo Adv\nFd, Intermediate\nTax/AMT-Free\nInst Cl(WITIX)\nElizabeth\nScurria 1988\nTrust\niShares Core S&P\nSmall-Cap\nETF(IJR)\nElizabeth\nScurria 1988\nTrust\nPage 14 of 20\niShares Core\nU.S. Aggregate\nBond ETF(AGG)\nElizabeth\nScurria 1988\nTrust\nVanguard FTSE\nDeveloped\nMarkets ETF(VEA)\nElizabeth\nScurria 1988\nTrust\nVanguard FTSE\nEmerging Markets\nETF(VWO)\nElizabeth\nScurria 1988\nTrust\nVanguard S&P 500\nETF(VOO)\nElizabeth\nScurria 1988\nTrust\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2017, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 15 of 20\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2017, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCambridge\nTrust Company\n1336 Massachusetts\nAvenue, Cambridge, MA,\n02138, US\n30 years\n3.25\n2045\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2017, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as\nof December 31, 2017, and which your spouse and/or any dependent child(ren) residing in your household were\nobligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren)\nresiding in your household) is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 16 of 20\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2017, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2017, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2017, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2017, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 17 of 20\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2017 by any\nlegislative agent or executive agent (lobbyist).\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2017 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2017 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2017\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2017 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed.\nPage 18 of 20\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2017 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2017, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2017?\nPage 19 of 20\nI, Elizabeth A Scurria Morgan, certify under the pains and penalties of perjury that:\nSubmitted: 05/03/2018\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017\nPage 20 of 20", null, null]], "columns": ["type", "key", "title", "timestamp", "category", "is_public", "search_1", "search_2", "search_3"], "primary_keys": ["type", "key"], "primary_key_values": ["sfi.db/filings", "15745"], "units": {}, "query_ms": 0.8406862616539001, "source": "State Ethics Commission", "source_url": "https://www.mass.gov/file-or-view-statements-of-financial-interests-sfi", "license": "ODbL", "license_url": "https://opendatacommons.org/licenses/odbl/"}