search_index: sfi.db/filings, 24395
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 24395 | Sarah C Wallach 2019 | 2019-01-01T00:00:00 | 1 | Statement of Financial Interests for 2019 Wallach Sarah C (617) 626-1104 sarah.wallach@mass.gov You indicated that you did have a spouse residing in your household during 2019. You indicated that you did have dependent child(ren) residing in your household during 2019. Page 1 of 15 Massachusetts Clean Energy Technology Center (MassCEC) 63 Franklin Street, 3rd Floor, Boston, MA, 02110, Acting General Counsel 09/15/2015 03/06/2017 Massachusetts Clean Energy Technology Center (MassCEC) 63 Franklin Street, 3rd Floor, Boston, MA, 02110, Chief Operating Officer 03/06/2017 06/14/2019 Executive Office of Energy and Environmental Affairs (EOEEA) 100 Cambridge Street, Boston, MA, 02114, US Chief of Staff 06/17/2019 to which you provided services, at any time during 2019, whether compensated or not, and whether full- or part-time. services, at any time during 2019, whether compensated or not, and whether full- or part-time. any time during 2019, whether compensated or not, and whether full- or part-time, and provide the required information CW Realty þ 21 Chiltern Road, Weston, MA, 02493, US Independent Contractor Page 2 of 15 6. Identify any Business from which you were on a leave of absence at any time during 2019, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2019, whether compensated or not, Wallach Associates LLC 21 Chiltern Road, Weston, MA, 02493, US Employee CW Realty þ 21 Chiltern Road, Weston, MA, 02493, US Independent Contractor Blox Properties Inc. þ 21 Chiltern Road, Weston, MA, 02493, US Manager Blox Ventures LLC þ 21 Chiltern Road, Weston, MA, 02493, US Manager owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2019, and Percentage of stock CW Realty 21 Chiltern Road, Weston, MA, 02493, US 50% Page 3 of 15 during 2019, and provide the required information for each. CW Realty 21 Chiltern Road, Weston, MA, 02493, US Blox Properties Inc. 21 Chiltern Road, Weston, MA, 02493, US Blox Ventures 21 Chiltern Road, Weston, MA, 02493, US dependent child(ren) residing in your household during 2019, 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 2019, whether Page 4 of 15 an officer, director, or trustee, at any time during 2019, whether compensated or not, and whether full- or part-time, and Wallach Associates 21 Chiltern Road, Weston, Weston, MA, 02493, US Officer Blox Properties Inc. 21 Chiltern Road, Weston, Weston, MA, 02493, US Officer Blox Ventures 21 Chiltern Road, Weston, Weston, MA, 02493, US Officer 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2019, F, S/C Page 5 of 15 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2019, 2019, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 31, 2019, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2019, and provide the required Page 6 of 15 was a beneficiary, at any time during 2019, and provide the required information for each piece of Real Estate transferred. 2019, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the greater than $1,000, on which, as of December 31, 2019, your spouse and/or any dependent child(ren) residing in your Page 7 of 15 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2019, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2019, and which agencies, and authorities, which was owned as of December 31, 2019, by a Trust of which you were a beneficiary, whether Page 8 of 15 agencies, and authorities, which was owned as of December 31, 2019, by a Trust of which your spouse and/or any 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2019, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Crowd Comfort F, S/C Lord Abbett Short Duration Tax Free Fund Class A(LSDAX) F, S/C Lord Abbett Intermediate Tax-Free Fund Class A(LISAX) F, S/C AB Municipal Income Fund II Massachusetts Portfolio - Class A(AMAAX) F, S/C Equity Holder Somerville, Massachusetts 28 Dane Street, Somerville, MA, 02143, US Page 9 of 15 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2019, 27. Identify every Financial Investment that was owned as of December 31, 2019, by a Trust of which you were a December 31, 2019, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 10 of 15 than $1,000 was owed as of December 31, 2019, where the creditor (person who loaned you the money) is not, by blood Chase Bank 270 Park Avenue , New York , NY, 10017, US 30 3.5 2046 Primary Residence, on which more than $1,000 was owed as of December 31, 2019, which you were obligated to pay and 31, 2019, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and Page 11 of 15 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2019, IF the person to whom household owed as of December 31, 2019, if the person to whom your spouse and/or any dependent child(ren) residing in 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2019, residing in your household and were forgiven at any time during 2019, excluding debts forgiven by a person who is, by blood Page 12 of 15 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2019 by any legislative you received at any time during 2019 from any person having a direct interest in a matter before the governmental body by residing in your household at any time during 2019 by any legislative agent or executive agent (lobbyist). provided to your spouse and/or dependent child(ren) residing in your household at any time during 2019 by any person 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2019 by any person having Page 13 of 15 residing in your household at any time during 2019 by any person having a direct interest in a matter before the 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2019, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2019? Page 14 of 15 I, Sarah C Wallach, certify under the pains and penalties of perjury that: Submitted: 05/22/2020 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2019 Page 15 of 15 |