search_index: sfi.db/filings, 18033
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 18033 | Barbara S Pearson 2018 | 2018-01-01T00:00:00 | 1 | Statement of Financial Interests for 2018 Pearson Barbara S (978) 459-4101 Ext : 217 barbara.savitt-pearson@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2018. You indicated that you had no dependent child(ren) residing in your household at any time during 2018. Page 1 of 16 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Administrative Office of the Trial Court (AOTC) 41 hurd street, lowell, MA, 01852, US Judge 01/13/1994 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 2018, whether compensated or not, and whether full- or part-time. services, at any time during 2018, whether compensated or not, and whether full- or part-time. any time during 2018, 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 2018, and provide its address. Page 2 of 16 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 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Pearson and Pearson LLC รพ 10 George Street, Lowell,, MA, 01852, US owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018, and provide the required information for each. during 2018, and provide the required information for each. Pearson And Pearson LLC 10 George Street, Lowell, MA, 01852, US Gateway Center Corp. 10 George Street, Lowell, MA, 01852, US Tavern Hill LLC 10 George Street, Lowell, MA, 01852, US Lionsgate Development LLC 10 George Street, Lowell, MA, 01852, US Stone Pony Realty Trust 10 George Street, Lowell, MA, 01852, US Page 3 of 16 dependent child(ren) residing in your household during 2018, 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 2018, whether American Inns of Court Foundation PORRT 225 Reineckers Lane, Alexandria, VA, 22134, US Trustee 10 George Street, Lowell, MA, 01852, US Trustee an officer, director, or trustee, at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. American Textile Museum Dutton Street, Lowell, MA, 01854, Trustee Cardigan Mountain School Canaan Street, Canaan, NH, 03741, Trustee Page 4 of 16 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real Estate F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real Estate 15. Identify any Trust of which you were a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Page 5 of 16 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real 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 2018, 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 2018, and provide the required information for each piece of Real Estate transferred. Page 6 of 16 2018, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the 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, 2018, 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, agencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, and which had a Page 7 of 16 dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2018, 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, 2018, 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, 2018, 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 16 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2018, 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 Automatic Data Processing, Inc. - Common Stock(ADP) Coca-Cola Company (The) Common Stock(KO) Verizon Communications Inc. Common Stock(VZ) Sun Life Financial Inc. Common Stock(SLF) Dunkin' Brands Group, Inc. Common Stock(DNKN) Gilead Sciences, Inc. - Common Stock(GILD) Description of Investment Principal Place of Business or State of Incorporation Page 9 of 16 Enterprise Bancorp Inc Common Stock(EBTC) CDK Global, Inc. - Common Stock(CDK) General Electric Company Common Stock(GE) Apple Inc. Common Stock(AAPL) and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for 27. Identify every Financial Investment that was owned as of December 31, 2018, 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 Page 10 of 16 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2018, 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 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, 2018, 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. Enterprise bank and trust Merrimack Street, Lowell, MA, 01852, US 25 years 4 2039 Page 11 of 16 Primary Residence, on which more than $1,000 was owed as of December 31, 2018, 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 Creditor Creditor Pumpkin Cay 5B, Key Largo, FL, 33037, F, S/C $100,001 or more $100,001 or more on demand 3.5 2025 Enterpri se Bank and trust Merrimac k Street, Lowell, MA, 01852, 339 Island Beach Road, Wells, ME, 04090, F, S/C $100,001 or more $100,001 or more 25 years 3.25 2031 Enterpri se Bank and Trust Merrimac k Street, Lowell, MA, 01852, 31, 2018, 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, 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2018, IF the person to whom Page 12 of 16 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, 2018, 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 provide the required information for each. 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2018, 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 2018, 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. 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2018 by any legislative agent or executive agent (lobbyist). Page 13 of 16 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 2018 from any person having a direct interest in a matter before the governmental body by which you were or are now employed. 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 2018 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 2018 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 2018 by any person having a direct interest in a matter before a governmental body by which you were or are now employed. residing in your household at any time during 2018 by any person having a direct interest in a matter before the Page 14 of 16 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2018, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2018? Page 15 of 16 I, Barbara S Pearson, certify under the pains and penalties of perjury that: Submitted: 04/26/2019 Spouse The following are the specific Question(s) for which information could not be obtained from your spouse and/or any dependent child(ren) residing in your household: If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 16 of 16 |