{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "19082", "Demarest Macdonald 2018", "2018-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2018\nMacdonald\nDemarest\nContact Phone Number:\nLloyd\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2018.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2018.\nPage 1 of 53\nprovide the required information for that position. If you held more than one public position which requires you to\nfile, identify each position.\nMassachusetts\nGaming Commission\n(MassGaming)\n101 Federal Street,\nBoston, MA, 02110, US\nCommissioner\n11/02/2015\n$10,001 to\n20,000\nMassachusetts\nGaming Commission\n(MassGaming)\n101 Federal Street,\nBoston, MA, 02110, US\nCommissioner\n11/02/2015\n$60,001 to\n100,000\nMassachusetts\nGaming Commission\n(MassGaming)\n101 Federal Street,\nBoston, MA, 02110, US\nCommissioner\n11/01/2015 03/19/2018\n$60,001 to\n100,000\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 2018, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2018, whether compensated or not, and whether full- or part-time.\nany time during 2018, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 53\n6. Identify any Business from which you were on a leave of absence at any time during 2018, and provide its address.\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 2018, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018,\nand provide the required information for each.\nPercentage of stock\nBarney's Joy Family\nLP c/o Max\nKohlenberg, Esq.\nHowland, Evangelista &\nKohlenberg, 1600 Financial\nPlaza, Providence, RI,\n02903, US\n1%\nLess than $1,001\nBarney's Joy\nCorporation c/o Max\nKohlenberg, Esq.\nHowland, Evangelista &\nKohlenberg, 1600 Financial\nPlaza,, Providence, RI,\n02903, US\n20%\nLess than $1,001\nduring 2018, and provide the required information for each.\nPage 3 of 53\ndependent child(ren) residing in your household during 2018, 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 2018, whether\nBarney's Joy Family\nLP c/o Max\nKohlenberg, Esq.\nBarney's Joy Company\nHowland, Evangelista &\nKohlenberg, 1600 Financial\nPlaza, Providence, RI,\n02903, US\nOfficer\nLess than $1,001\nHowland, Evangelista &\nKohlenberg, 1600 Financial\nPlaza, Providence, RI,\n02903, US\nOfficer\nLess than $1,001\nan officer, director, or trustee, at any time during 2018, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nPage 4 of 53\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2018, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2018, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary, and which owned Real Estate in Massachusetts as of\nDecember 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such\nTrust and Real Estate holding.\nPage 5 of 53\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\nas of December 31, 2018, 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 2018, and provide\nthe required information for each Real Estate holding.\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 2018, and provide the required information for each piece of\nReal Estate transferred.\nPage 6 of 53\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2018, 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, 2018, 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 7 of 53\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nBRAINTREE MA GO 5%\n5/15/23 MN RFDG LT\nBEO\nBond\nLess than $1,001\nLENOX MA GO 5%\n7/15/22 JJ RFDG-MUN\nPURP LN LT BNK\nBond\nLess than $1,001\nMASS ST DEV FIN AGY\n2.25%12/1/41-CA FA\nDOMINIO\nBond\nLess than $1,001\nMASS ST DEV FIN AGY\n5.0% 4/1/21 AO NOBLE\n&GR\nBond\nLess than $1,001\nMASS GO 5.0%12/1/19\nJD BEO\nBond\nLess than $1,001\nPage 8 of 53\nMASS ST GO\n5.0%11/1/24 MN GENL\nOBLIG\nBond\nLess than $1,001\nMASS ST SCH BLDG AUTH\nREV 5% 8/15/20 FA DEC\nBond\nLess than $1,001\nMASS ST TRANS FD REV\n5% 6/1/22 JD RAIL\nBond\nLess than $1,001\nMASS WATER POLL REV\n5.25% 2/01/19\nBond\nLess than $1,001\nNO READING MA GO 5%\n5/15/21 MN MUN PURP\nLN LT\nBond\nLess than $1,001\nSHAWSHEEN VY MA REGL\nGO 4%4/15/20 AO\nVOCATIONAL\nBond\nLess than $1,001\nUNIV MASS BLDG AUTH\nPROJ REV REV 5.0000%\n05/01/24-CA MN SER-2\nFSA BEO\nBond\nLess than $1,001\nSALISBURY MASS GO 4%\n08/01/23 FA RFDG MUN\nPURP LN LT BEO\nBond\nLess than $1,001\nPage 9 of 53\nMASSACHUSETTS ST\nTRANSN FD REV REV 5%\n06/01/22 JD RAIL\nENHANCEMENT PROG-SER\nA BEO SR LIEN\nBond\nLess than $1,001\nMASSACHUSETTS ST SCH\nBLDG AUTH REV 5%\n08/15/20 FA DEDICATED\nSALES TAX REV\nRFDG-SR-SER B BEO\nBond\nLess than $1,001\nEverett Mass GO 2%\n12/15/18 JD\nBond\nLess than $1,001\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, 2018, 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, 2018, 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 10 of 53\nagencies, and authorities, which was owned as of December 31, 2018, 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.\nPage 11 of 53\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2018, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nCitrix Systems,\nInc. - Common\nStock(CTXS)\nSVB Financial\nGroup - 7%\nCumulative Trust\nPreferred\nSecurities - SVB\nCapital\nII(SIVBO)\nRoper\nTechnologies,\nInc. Common\nStock(ROP)\nSkyworks\nSolutions, Inc.\n- Common\nStock(SWKS)\nAmazon.com, Inc.\n- Common\nStock(AMZN)\nEcolab Inc.\nCommon\nStock(ECL)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 12 of 53\nSchlumberger\nN.V. Common\nStock(SLB)\nWells Fargo &\nCompany Common\nStock(WFC)\nGilead Sciences,\nInc. - Common\nStock(GILD)\nEquifax, Inc.\nCommon\nStock(EFX)\n3M Company\nCommon\nStock(MMM)\nCerner\nCorporation Common\nStock(CERN)\nFirst Solar,\nInc. - Common\nStock(FSLR)\nMcDonald's\nCorporation\nCommon\nStock(MCD)\nPage 13 of 53\nUnited Parcel\nService, Inc.\nCommon\nStock(UPS)\nSimon Property\nGroup, Inc.\nCommon\nStock(SPG)\nExxon Mobil\nCorporation\nCommon\nStock(XOM)\nDanaher\nCorporation\nCommon\nStock(DHR)\nCaterpillar,\nInc. Common\nStock(CAT)\nUS Bancorp Del\nDEPOSITARY SH S\nG(USB$N)\nStarbucks\nCorporation Common\nStock(SBUX)\niShares MSCI\nACWI ex US Index\nFund(ACWX)\nPage 14 of 53\niShares Core S&P\n500 ETF(IVV)\nApple Inc. Common\nStock(AAPL)\niShares MSCI\nEurozone\nETF(EZU)\nFord Motor\nCompany Common\nStock(F)\nJ.M. Smucker\nCompany (The)\nNew Common\nStock(SJM)\nAlphabet Inc. Class A Common\nStock(GOOGL)\nAlphabet Inc. Class C Capital\nStock(GOOG)\nMoody's\nCorporation\nCommon\nStock(MCO)\nPage 15 of 53\nAmerican Express\nCompany Common\nStock(AXP)\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nApple Inc. Common\nStock(AAPL)\nPepsico, Inc.\nCommon\nStock(PEP)\nMastercard\nIncorporated\nCommon Stock(MA)\nCBRE Group Inc\nCommon Stock\nClass A(CBG)\nFranklin\nResources, Inc.\nCommon\nStock(BEN)\nMerck & Company,\nInc. Common\nStock (new)(MRK)\nPage 16 of 53\nDreyfus\nInstitutional\nTreasury and\nAgency Cash\nAdvantage Fund\nPremier\nShares(DRRXX)\nDreyfus\nInstitutional\nPreferred\nGovernment Money\nMarket Fund\nAgency\nShares(DRGXX)\nGS Tactical Tilt\nImplementation\nFund\nMutual Fund\nDelaware\n200 West\nStreet, New\nYork, NY, 10282,\nGS ENHANCED\nDIVIDEND GLOBAL\nEQUITY PORTFOLIO\nINSTITL\nMutual Fund\nDelaware\n200 West Street,\nNew York, NY,\n10282, US\nGS INVESTMENT\nGRADE CREDIT\nFUND\nINSTITUTIONAL\nSHARE\nMutual Fund\nDelaware\n200 West Street,\nNew York, NY,\n10282, US\nAberdeen Asset\nManagement PLC\nADR CMN\nMutual Fund\nDelaware\n200 West Street,\nNew York, NY,\n10282, US\nAllianz SE ADR\nCmn\nMutual Fund\nDelaware\n200 West Street,\nNew York, NY,\n10282, US\nAmadeus it\nholding, sa adr\ncmn\nCommon Stock\nDELAWARE\n200 WEST STREET,\nNEW , NY, 10282,\nPage 17 of 53\nBaidu, Inc. American\nDepositary\nShares, each\nrepresenting one\ntenth Class A\nordinary\nshare(BIDU)\nBRAMBLES LIMITED\nSPONSORED ADR\nCMN\nBritish American\nTobacco\nIndustries,\np.l.c. Common\nStock ADR(BTI)\nBroadcom\nCorporation Class A Common\nStock(BRCM)\nBUNZL PLC\nSPONSORED ADR\nCMN\nCanadian\nNational Railway\nCompany Common\nStock(CNI)\nCARLSBERG A/S\nSPONSORED ADR\nCMN\nCenovus Energy\nInc Common\nStock(CVE)\nMutual Fund\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 18 of 53\nCGI Group, Inc.\nCommon\nStock(GIB)\nCIELO S A\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nCK HUTCHINSON\nHLDGS LTD ADR\nCMN\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nCoca Cola Femsa\nS.A.B. de C.V.\nCommon\nStock(KOF)\nCOMPASS GROUP\nADR CMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nDENSO CORP ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nDEUTSCHE POST AG\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nEricsson - ADS\neach\nrepresenting 1\nunderlying Class\nB share(ERIC)\nPage 19 of 53\nFANUC GROUP\nUNSPONSORED ADR\nCMN\nFomento\nEconomico\nMexicano S.A.B.\nde C.V. Common\nStock(FMX)\ngetinge AB\nunsponsored adr\ncmn\nGrupo Televisa\nS.A. Common\nStock(TV)\nINDUSTRIAL AND\nCOMMERCIAL BANK\nADR CMN\niShares Currency\nHedged Global ex\nUSD High Yield\nBond ETF(HHYX)\nISHARES EDGE\nMSCI MIN VOL\nEMERGING MARKETS\nETF\nJAPAN TOBACCO\nINC ADR CMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nADR (American\nDepository Receipt)\nDELAWARE\n200 WESTSTREET,\nNEW YORK, NY,\n10282, US\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nMutual Fund\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 20 of 53\nJULIUS BAER\nGROUP LTD ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 WEST STREET,\nNEW YORK, NY,\n10280, US\nKASIKORNBANK PCL\nADR CMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nKINGFISHER PLC\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nKOMATSU LTD ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nLAZARD\nINTERNATIONAL\nSTRATEGIC EQUITY\nINSTITUTIONAL\nFUNDT\nMutual Fund\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nLloyds Banking\nGroup Plc\nAmerican\nDepositary\nShares(LYG)\nNovartis AG\nCommon\nStock(NVS)\nPRADA SPA ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 21 of 53\nNovo Nordisk A/S\nCommon\nStock(NVO)\nPRISIEBENSAT,1\nMEDIA SE\nUNSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPT BANK MANDIRI\n(PERSERO) TBK.\nADR CMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPUBLICUS GROUPE\nSA SPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELWARE\n200 West Street,\nNew York, NY,\n10282, US\nREED ELSIVER PLC\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nROCHE HOLDING AG\nADRB SHS (NOM\nCHF 1000 VAL\n224.184\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nRoyal Dutch\nShell PLC Royal\nDutch Shell\nAmerican\nDepositary\nShares (Each\nrepresenting two\nClass A Ordinary\nShares)(RDS.A)\nSAP SE (SPON\nADR)\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 22 of 53\nSCHNEIDER\nELECRIC SE\nUNSPONSORED ADR\n(FRANCE)SCHNE\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nSKY PLC\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nSmith & Nephew\nSNATS, Inc.\nCommon\nStock(SNN)\nSuncor Energy\nInc. Common\nStock(SU)\nSyngenta AG\nCommon\nStock(SYT)\nTaiwan\nSemiconductor\nManufacturing\nCompany Ltd.\n(TSM)\nTeva\nPharmaceutical\nIndustries\nLimited American\nDepositary\nShares(TEVA)\nToyota Motor\nCorporation\nCommon Stock(TM)\nPage 23 of 53\nUBS Group AG\nRegistered\nOrdinary\nShares(UBS)\nUnilever NV\nCommon Stock(UN)\nUNITED OVERSEAS\nBANK LTD\nSPONSORED ADR\nCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nWH GROUP LTD\nADRCMN\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nWPP plc American\nDepositary\nShares each\nrepresenting\nfive Ordinary\nShares(WPPGY)\nYAHO JAPAN\nCORPORATION\nADR (American\nDepository Receipt)\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nAbbVie Inc.\nCommon\nStock(ABBV)\nAdobe Systems\nIncorporated Common\nStock(ADBE)\nPage 24 of 53\nADVANCED AUTO\nPARTS INC\nAES Corporation\n(The) Class C\nPreferred\nStock(AES$C)\nAetna Inc.\nCommon\nStock(AET)\nAllergan plc\nOrdinary\nShares(AGN)\nAmerican\nAirlines Group,\nInc. - Common\nStock(AAL)\nAmgen Inc. Common\nStock(AMGN)\nAon plc Class A\nOrdinary Shares\n(UK)(AON)\nApple Inc. Common\nStock(AAPL)\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 25 of 53\nApplied\nMaterials, Inc.\n- Common\nStock(AMAT)\nARCHER DANIELS\nMIDLAND\nAT&T Inc.(T)\nBanco Bilbao\nVizcaya\nArgentaria S.A.\nCommon\nStock(BBVA)\nBank of America\nCorporation\nCommon\nStock(BAC)\nBaxter\nInternational\nInc. Common\nStock(BAX)\nBiogen Inc. Common\nStock(BIIB)\nBOK Financial\nCorporation Common\nStock(BOKF)\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 26 of 53\nCBOE HOLDINGS\nCelgene\nCorporation Common\nStock(CELG)\nCharles Schwab\nCorporation\n(The) Common\nStock(SCHW)\nChevron\nCorporation\nCommon\nStock(CVX)\nChubb\nCorporation\n(The) Common\nStock(CB)\nCisco Systems,\nInc. - Common\nStock(CSCO)\nCitigroup, Inc.\nCommon Stock(C)\nCopart, Inc. Common\nStock(CPRT)\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 27 of 53\nCorrections\nCorporation of\nAmerica Common\nStock(CXW)\nCoty Inc. Class\nA Common\nStock(COTY)\nCoty Inc. Class\nA Common\nStock(COTY)\nCrown Holdings,\nInc.(CCK)\nCULLEN FROST\nBANKERS\nCVS Health\nCorporation\nCommon\nStock(CVS)\nDeckers Outdoor\nCorporation\nCommon\nStock(DECK)\nDeere & Company\nCommon Stock(DE)\nCommon Stock\nDELAWARE\n200 West Street,\nNew York, NY,\n10282, US\nPage 28 of 53\nDelphi\nAutomotive plc\nOrdinary\nShares(DLPH)\nDENTSPLY\nInternational\nInc. - Common\nStock(XRAY)\nDiageo plc\nCommon\nStock(DEO)\nDiscovery\nCommunications,\nInc. - Series A\nCommon\nStock(DISCA)\nDow Chemical\nCompany (The)\nCommon\nStock(DOW)\nEaton\nCorporation, PLC\nOrdinary\nShares(ETN)\neBay Inc. Common\nStock(EBAY)\nElectronic Arts\nInc. - Common\nStock(EA)\nPage 29 of 53\nEli Lilly and\nCompany Common\nStock(LLY)\nEOG Resources,\nInc. Common\nStock(EOG)\nEquinix, Inc. Common\nStock(EQIX)\nFacebook, Inc. Class A Common\nStock(FB)\nFidelity\nNational\nInformation\nServices, Inc.\nCommon\nStock(FIS)\nFIRST REPUBLIC\nBANK Common\nStock(FRC)\nGeneral Dynamics\nCorporation\nCommon Stock(GD)\nHalliburton\nCompany Common\nStock(HAL)\nPage 30 of 53\nHartford\nFinancial\nServices Group,\nInc. (The)\n7.875% Fixed to\nFloating Rate\nJunior\nSubordinated\nDebentures due\n2042(HGH)\nHoneywell\nInternational\nInc. Common\nStock(HON)\nHost Hotels &\nResorts, Inc.\nCommon\nStock(HST)\nIllinois Tool\nWorks Inc.\nCommon\nStock(ITW)\nIntercontinental\nExchange Inc.\nCommon\nStock(ICE)\nIntuit Inc. Common\nStock(INTU)\nInvesco Small\nCap Equity Fund\nCl R6(SMEFX)\nJ.C. Penney\nCompany, Inc.\nHolding Company\nCommon\nStock(JCP)\nPage 31 of 53\nJP Morgan Chase\n& Co. Common\nStock(JPM)\nKellogg Company\nCommon Stock(K)\nL Brands, Inc.\n(LB)\nLennar\nCorporation\nClass A Common\nStock(LEN)\nLiberty Global\nplc - Class A\nOrdinary\nShares(LBTYA)\nLiberty\nInteractive\nCorporation Series A Liberty\nVentures Common\nStock(LVNTA)\nM&T Bank\nCorporation\nCommon\nStock(MTB)\nThe Madison\nSquare Garden\nCompany Class A\nCommon Stock\n(New)(MSG)\nPage 32 of 53\nMallinckrodt plc\nOrdinary\nShares(MNK)\nMartin Marietta\nMaterials, Inc.\nCommon\nStock(MLM)\nMastercard\nIncorporated\nCommon Stock(MA)\nMedtronic plc.\nOrdinary\nShares(MDT)\nMicrochip\nTechnology\nIncorporated Common\nStock(MCHP)\nMicrosoft\nCorporation Common\nStock(MSFT)\nMitsubishi UFJ\nFinancial Group,\nInc. Common\nStock(MTU)\nMolson Coors\nBrewing Company\nMolson Coors\nBrewing Company\nClass A Common\nStock(TAP.A)\nPage 33 of 53\nMondelez\nInternational,\nInc. - Class A\nCommon\nStock(MDLZ)\nMonsanto Company\nCommon\nStock(MON)\nNational Fuel\nGas Company\nCommon\nStock(NFG)\nNielsen N.V.\nOrdinary\nShares(NLSN)\nNorwegian Cruise\nLine Holdings\nLtd. - Ordinary\nShares(NCLH)\nNovartis AG\nCommon\nStock(NVS)\nNovo Nordisk A/S\nCommon\nStock(NVO)\nNXP\nSemiconductors\nN.V. - Common\nStock(NXPI)\nPage 34 of 53\nNXP\nSemiconductors\nN.V. - Common\nStock(NXPI)\nOracle\nCorporation\nCommon\nStock(ORCL)\nOshkosh\nCorporation\n(Holding\nCompany)Common\nStock(OSK)\nParker-Hannifin\nCorporation\nCommon Stock(PH)\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nPfizer, Inc.\nCommon\nStock(PFE)\nPhillips 66\nCommon\nStock(PSX)\nPioneer Natural\nResources\nCompany Common\nStock(PXD)\nPage 35 of 53\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nQUALCOMM\nIncorporated Common\nStock(QCOM)\nRockwell\nAutomation, Inc.\nCommon\nStock(ROK)\nSchlumberger\nN.V. Common\nStock(SLB)\nSkyworks\nSolutions, Inc.\n- Common\nStock(SWKS)\nSPDR S&P\n500(SPY)\nStryker\nCorporation\nCommon\nStock(SYK)\nTeradyne, Inc.\nCommon\nStock(TER)\nPage 36 of 53\nTexas\nInstruments\nIncorporated Common\nStock(TXN)\nThe Hershey\nCompany Common\nStock(HSY)\nTime Warner\nCable Inc Common\nStock(TWC)\nTripAdvisor,\nInc. - Common\nStock(TRIP)\nTyco\nInternational\nplc (Ireland)\nOrdinary\nShare(TYC)\nUnilever NV\nCommon Stock(UN)\nUnion Pacific\nCorporation\nCommon\nStock(UNP)\nUnited\nTechnologies\nCorporation\nCommon\nStock(UTX)\nPage 37 of 53\nViacom Inc. Class A Common\nStock(VIA)\nVisa Inc.(V)\nWalgreens Boots\nAlliance, Inc. Common\nStock(WBA)\nWells Fargo &\nCompany Common\nStock(WFC)\nZoetis Inc.\nClass A Common\nStock(ZTS)\nVintage 2011\nPrivate\nInvestments, LLC\nBBH Core Select\nFund Class\nN(BBTEX)\niShares Russell\n1000 Value\nETF(IWD)\nLimited Partnership\nInterest\nNew York\n270 Park Avenue,\nNew York, NY,\n10017 2014, US\nPage 38 of 53\nJPM Tax Aware\nEquity Fd\nA(JPEAX)\nSPDR S&P\n500(SPY)\nMFS INTL VALUE-1\nMutual Fund\nMassachusetts\n111 huntington\nave , boston,\nMA, 02116, US\nCS Cyclical Sect\nRel Perf NT\n2/25/15\nMutual Fund\nNew York\n270 Park Avenue,\nNew York, NY,\n10017 2014, US\nVanguard 500\nIndex Fd Admiral\nShs(VFIAX)\nTIAA CREF STOCK\nFUND\nMutual Fund\nDL\n97 MT AUBURN\nSTREET,\nCAMBRIDGE, MA,\n02138, US\nPage 39 of 53\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, 2018, 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\nMcDonalds Corp\nCommon Stock\nDL\n45 School Street, Welch\n& Forbes, Boston, MA,\n02108, US\nCommon Stock\nDL\n45 School Street, Welch\n& Forbes, Boston, MA,\n02108, US\nPepsico, Inc.\nCommon Stock(PEP)\nProctor & Gamble\nChevron\nCorporation Common\nStock(CVX)\nExxon Mobil\nCorporation Common\nStock(XOM)\nPage 40 of 53\nBristol-Myers\nSquibb Company\nCommon Stock(BMY)\nJohnson & Johnson\nCommon Stock(JNJ)\nMerck & Company,\nInc. Common Stock\n(new)(MRK)\nPfizer, Inc.\nCommon Stock(PFE)\n3M Company Common\nStock(MMM)\nBoeing Company\n(The) Common\nStock(BA)\nPage 41 of 53\nGeneral Electric\nCompany Common\nStock(GE)\nRaytheon Company\nCommon Stock(RTN)\nUnited\nTechnologies\nCorporation Common\nStock(UTX)\nAutomatic Data\nProcessing, Inc. Common Stock(ADP)\nCDK Global, Inc. Common Stock(CDK)\nIntel Corporation\n- Common\nStock(INTC)\nPage 42 of 53\nAT&T Inc.(T)\nVerizon\nCommunications\nInc. Common\nStock(VZ)\nPage 43 of 53\n27. Identify every Financial Investment that was owned as of December 31, 2018, 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\nDreyfus\nInternational\nBond Fund Class\nA(DIBAX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nTempleton Global\nBond Fund\nAdvisor\nClass(TGBAX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nAlphabet Inc. Class C Capital\nStock(GOOG)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nChubb\nCorporation\n(The) Common\nStock(CB)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nExpedia, Inc. Common\nStock(EXPE)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nDreyfus Govt\nCash Mgmt Inst\nShs(DGCXX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nPage 44 of 53\nDreyfus Govt\nCash Mgmt Inst\nShs(DGCXX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nExpedia, Inc. Common\nStock(EXPE)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nVanguard\nShort-Term\nInflation-Protec\nted Securities\nIndex Fd Inst\nCl(VTSPX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nPIMCO Income\nFund Insti\nClass(PIMIX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nVanguard\nIntermediate\nTerm Tax-Exempt\nFund(VWITX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nTempleton Global\nBond Fund\nAdvisor\nClass(TGBAX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nishares barclays\ninterm\ngov/credit\nMutual Fund\nDelaware\nc/o\nFiduciary\nTrust Co.,\n175 Federal\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nPage 45 of 53\nPowershares\nSenior Loan\nPortfolio ETF\nVanguard\nShort-Term\nInflation-Protec\nted Securities\nIndex Fd Admiral\nCl(VTAPX)\nPimco Income\nFund-Instl\nVanguard\nIntermediate\nTerm Tax-Exempt\nFund(VWITX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nTempleton Global\nBond Fund Class\nA(TPINX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\niShares Core S&P\n500 ETF(IVV)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nAcadian Emerging\nMarket Portfolio\nInstl Cl(AEMGX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nMutual Fund\nDelaware\nc/o\nFiduciary\nTrust Co.,\n175 Federal\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nMutual Fund\nDelaware\nc/o\nFiduciary\nTrust Co.,\n175 State\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nPage 46 of 53\nBuffalo\nInternational\nFund(BUFIX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\niShares MSCI\nACWI ex US Index\nFund(ACWX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\niShares MSCI\nACWI Index\nFund(ACWI)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nVanguard Global\nex-U.S. Real\nEstate ETF(VNQI)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nMerger Fund\n(The)(MERFX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nAccolade\nPartners V LP\nGreenspring Fund\nInc.(GRSPX)\nLimited\nPartnership\nInterest\nDelaware\nc/o\nFiduciary\nTrust Co.,\n175 Federal\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nPage 47 of 53\nGlouston Private\nEquity Opport IV\nLP\nLimited\nPartnership\nInterest\nDelaware\nc/o\nFiduciary\nTrust Co.,\n175 Federal\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nHealth Point\nCapital Partners\nIII LP\nLimited\nPartnership\nInterest\nDelaware\nc/o\nFiduciary\nTrust\nCompany, 175\nFederal\nStreet,\nBoston, MA,\n02110 2210,\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\nishares Gold\nTrust(IAU)\nBrandes\nInternational\nSmall Cap Equity\nFd Cl I(BISMX)\nAL Russell\n1974 Trust\nFBO Demarest\nLloyd\nMacdonald\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2018, 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 48 of 53\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, 2018, where the creditor (person who loaned you the money) is\n<u>not</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild,\naunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information\nMerrill Lynch\nHome Loans\n4804 Deer Lake Park\nEast, Jacksonville, FL,\n32246, US\n10\n3.5\n2026\n30. Did you have a mortgage, including a home equity or reverse mortgage loan, on any property <u>OTHER</u>\nthan your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, which you were\nobligated to pay and where the creditor (person who loaned you the money) is <u>NOT</u>, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, <u>other</u> than any mortgage on\nyour Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was\nowed as of December 31, 2018, and which your spouse and/or any dependent child(ren) residing in your household\nwere obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent\nchild(ren) residing in your household) is <u>not</u>, 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.\nPage 49 of 53\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2018, IF the person to\nwhom you owed the debt is <u>not</u>, 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, 2018, <u>if</u> the person to whom your spouse and/or any dependent\nchild(ren) residing in your household owed the debt is <u>not</u>, by blood or marriage, your parent, grandparent,\ngreat grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of\nany such relative, and provide the required information for each.\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2018, <u>excluding</u> 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 2018, <u>excluding</u> debts forgiven by a person\nwho is, 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.\nPage 50 of 53\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2018 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 2018 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 2018 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 2018\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 2018 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed.\nPage 51 of 53\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 2018 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 2018, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2018?\nPage 52 of 53\nI, Demarest\nLloyd Macdonald, certify under the pains and penalties of perjury that:\nSubmitted: 04/22/2019\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018\nPage 53 of 53", 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", "19082"], "units": {}, "query_ms": 4.075068980455399, "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/"}