{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "23739", "Sarah W Ellis 2019", "2019-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2019\nEllis\nSarah W\n(617) 788-8810\nSarah.Ellis@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2019.\nYou indicated that you did have dependent child(ren) residing in your household during 2019.\nPage 1 of 25\nMiddlesex County\nDistrict\nAttorney's Office\nDirector of\nDistrict\nCourts\n09/06/2011 03/07/2014\nDistrict Court,\nAdministrative\nOffice\n24 New Chardon Street,\nBoston, MA, 02114 4703, US\nDeputy General\nCounsel\n03/10/2014 01/17/2017\nDistrict Court,\nAdministrative\nOffice\n24 New Chardon Street,\nFirst Floor, Boston, MA,\n02114 4703, US\nDirector of\nLegal Policy\nand Deputy\nGeneral\nCounsel\n03/28/2016 01/17/2017\nWoburn District\nCourt\n30 Pleasant Street,\nWoburn, MA, 01801, US\nAssociate\nJustice\n01/18/2017\nWoburn District\nCourt\n30 Pleasant Street,\nWoburn, MA, 01801, US\nAssociate\nJustice\n01/18/2017\nto which you provided services, at any time during 2019, whether compensated or not, and whether full- or part-time.\nservices, at any time during 2019, whether compensated or not, and whether full- or part-time.\nPage 2 of 25\nany time during 2019, whether compensated or not, and whether full- or part-time, and provide the required information\n6. Identify any Business from which you were on a leave of absence at any time during 2019, and provide its address.\nan employee, manager, consultant, or independent contractor at any time during 2019, whether compensated or not,\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2019, and\nduring 2019, and provide the required information for each.\nPage 3 of 25\ndependent child(ren) residing in your household during 2019, 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 2019, whether\nan officer, director, or trustee, at any time during 2019, whether compensated or not, and whether full- or part-time, and\nBelmont Soccer Association\nP.O. Box 520, Belmont, MA, 02478,\nOfficer\nPage 4 of 25\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2019,\nF, S/C\nYes\nBrown and Li,\nMichael and\nAllison\n175 Richdale\nAve., Apt. 116,\nCambridge, MA,\n02140 3353, US\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2019,\n2019, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate\nPage 5 of 25\n31, 2019, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real\nperson or entity by you, or by a Trust of which you were a beneficiary, at any time during 2019, and provide the required\nName of Trust\nReal Estate Address\nTransferee Name\nTransferee Address\nF, S/C\nOliver and\nVillani,\nJeanfrancois\nand\nAlexandra-Chloe\n348 Payson Road,\nBelmont, MA, 02478,\nwas a beneficiary, at any time during 2019, and provide the required information for each piece of Real Estate transferred.\nPage 6 of 25\n2019, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the\ngreater than $1,000, on which, as of December 31, 2019, your spouse and/or any dependent child(ren) residing in your\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2019, and which had a fair\nPage 7 of 25\ndependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2019, and which\nagencies, and authorities, which was owned as of December 31, 2019, by a Trust of which you were a beneficiary, whether\nagencies, and authorities, which was owned as of December 31, 2019, by a Trust of which your spouse and/or any\nPage 8 of 25\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2019, and which\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nInvesco Select\nCompanies Fd A\nShs(ATIAX)\nF, S/C\nAberdeen Emerging\nMarkets Fund\nClass A(GEGAX)\nF, S/C\nFirst Eagle\nOverseas Fund\nClass A(SGOVX)\nF, S/C\nHartford Capital\nAppreciation Fund\n- Class A(ITHAX)\nF, S/C\nJPMorgan Intrepid\nGrowth Fund Class\nA(JIGAX)\nF, S/C\nJPMorgan Intrepid\nAdvantage Fund\nClass A(JICAX)\nF, S/C\nPage 9 of 25\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2019,\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nVanguard GNMA\nFund(VFIIX)\nVanguard Short-Term\nInvestment Grade\nFund Investor\nShrs(VFSTX)\nFidelity Advisor\nSeries II Fidelity\nAdvisor Strategic\nIncome Fund\nClas(FSRCX)\nPIMCO Fds Low\nDuration Fd Cl\nC(PTLCX)\nBerkshire Hathaway\nInc. Common\nStock(BRK.A)\nPage 10 of 25\nBerkshire Hathaway\nInc. New Common\nStock(BRK.B)\nEaton Vance Beldore\nCap FD LLC\nMutual Fund\nBoston, Massachusetts\nc/o State Street Bank and\nTrust Company, Copley\nPlace, 100 Huntington\nAve, Tower 1, Floor 2,\nCPHO 255, Boston, MA,\n02116, US\nJPMorgan Liquid\nAssets Money Market\nFund Morgan\nShares(MJLXX)\nPrincipal Fds, Inc.\n- Principal Capital\nAppreciation Fund\nCl A(CMNWX)\nMicrosoft\nCorporation Common Stock(MSFT)\nFirst Trust Europe\nAlphaDEX Fund(FEP)\nPage 11 of 25\nPowerShares QQQ\nTrust, Series\n1(QQQ)\nPrime Money Market\nFund RBC Select\nClass(TKSXX)\nAltria Group, Inc.\n(MO)\nAmerican Mutual\nFund, Class F-2\nShares(AMRFX)\nAT&T Inc.(T)\nPhilip Morris\nInternational Inc\nCommon Stock(PM)\nPage 12 of 25\nVerizon\nCommunications Inc.\nCommon Stock(VZ)\nAmerican Funds\nDeveloping World\nGrowth and Income\nFund - Class\nF-2(DWGHX)\nEuroPacific Growth\nFund, Class F-2\nShs(AEPFX)\nEaton Vance\nFloating-Rate &\nHigh Income Fd\nAdvisers\nClass(EAFHX)\nEPR Properties\n5.75% Series C\nCumulative\nConvertible\nPreferred\nShares(EPR$C)\nFidelity Advisor\nStrategic Income\nFund: Class\nI(FSRIX)\nPage 13 of 25\nMetropolitan West\nTotal Return Bond\nFd Cl I(MWTIX)\nAmerican Fds,\nAmerican\nHigh-Income\nMunicipal Bond\nFund, Class F-2\nShs(AHMFX)\nAbbVie Inc. Common\nStock(ABBV)\nDuke Energy\nCorporation\n(Holding Company)\nCommon Stock(DUK)\nFundamental\nInvestors, Class\nF-2 Shares(FINFX)\nPfizer, Inc. Common\nStock(PFE)\nPage 14 of 25\nSMALLCAP World\nFund, Inc., Class\nF-2 Shs(SMCFX)\nPowerShares Dynamic\nPharmaceuticals(PJP\n)\nAMCAP Fund, Class\nF-2 Shares(AMCFX)\nJPMorgan US\nGovernment Money\nMarket Fund\nInstitutional\nShares(IJGXX)\nFirst Trust MuFirst\nTrust Multi CG\nAlphaDEX(FAD)\nFirst Trust Small\nCap Core\nAlphaDEX(FYX)\nPage 15 of 25\nFirst Trust Dow\nJones STOXX Select\nDividend 30 Index\nFund(FDD)\nFirst Trust Europe\nAlphaDEX Fund(FEP)\nExxon Mobil\nCorporation Common\nStock(XOM)\nInternational\nBusiness Machines\nCorporation Common\nStock(IBM)\nEaton Vance\nFloating Rate &\nHigh Income Fund\nInsti Cl(EIFHX)\niShares Morningstar\nLarge-Cap Value\nETF(JKF)\nPage 16 of 25\nThe Kraft Heinz\nCompany - Common\nStock(KHC)\nQUALCOMM\nIncorporated Common Stock(QCOM)\nSchlumberger N.V.\nCommon Stock(SLB)\nSimon Property\nGroup, Inc. Common\nStock(SPG)\nThe Alger Fds II,\nAlger Spectra Fund\nClass Z(ASPZX)\nInvesco Select\nCompanies Fd Y\nShs(ATIYX)\nPage 17 of 25\nJPMorgan Intrepid\nAdvantage Fund\nSelect(JIISX)\nJPMorgan Intrepid\nGrowth Select(JPGSX)\nNew Perspective\nFund, Class F-2\nShares(ANWFX)\nLord Abbett Invt TR\nUltra Short BD FD\nCl F\nTaxable Fixed Income\nNew Jersey\n90 Hudson Street, Jersey\nCity, NJ, 07302, US\nVoya SmallCap\nOpportunities Fund\nClass I(NSPIX)\nAberdeen Emerging\nMarkets Fund, Insti\nClass(ABEMX)\nPage 18 of 25\nFirst Eagle\nOverseas Fund Class\nI(SGOIX)\nInvesco European\nGrowth Fund Class\nY(AEDYX)\niShares Morningstar\nLarge-Cap Value\nETF(JKF)\nVerizon\nCommunications Inc.\nCommon Stock(VZ)\nSimon Property\nGroup, Inc. Common\nStock(SPG)\nEPR Properties\nCommon Stock(EPR)\nPage 19 of 25\n27. Identify every Financial Investment that was owned as of December 31, 2019, by a Trust of which you were a\nDecember 31, 2019, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a\nthan $1,000 was owed as of December 31, 2019, where the creditor (person who loaned you the money) is not, by blood\nPage 20 of 25\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2019, which you were obligated to pay and\n31, 2019, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2019, IF the person to whom\nhousehold owed as of December 31, 2019, if the person to whom your spouse and/or any dependent child(ren) residing in\nInterest Rate(%)\nDate RayPayment Due\nLoan Collateral\n1.9\n01/03/2050\nRBC Credit Access\nLine\nRoyal Bank of\nCanada\n1918 8th Ave., Suite\n3600, Seattle, WA,\n98101, US\nPage 21 of 25\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2019,\nresiding in your household and were forgiven at any time during 2019, excluding debts forgiven by a person who is, by blood\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2019 by any legislative\nyou received at any time during 2019 from any person having a direct interest in a matter before the governmental body by\nPage 22 of 25\nresiding in your household at any time during 2019 by any legislative agent or executive agent (lobbyist).\nprovided to your spouse and/or dependent child(ren) residing in your household at any time during 2019 by any person\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2019 by any person having\nresiding in your household at any time during 2019 by any person having a direct interest in a matter before the\nPage 23 of 25\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2019, own anything that you\nhave not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2019?\nPage 24 of 25\nI, Sarah W Ellis, certify under the pains and penalties of perjury that:\nSubmitted: 05/23/2020\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2019\nPage 25 of 25", 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", "23739"], "units": {}, "query_ms": 3.7118718028068542, "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/"}