search_index: sfi.db/filings, 25620
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| sfi.db/filings | 25620 | Steven S Howitt 2020 | 2020-01-01T00:00:00 | 1 | Statement of Financial Interests for 2020 Howitt Steven S (617) 722-2305 steven.howitt@mahouse.gov You indicated that you did have a spouse residing in your household during 2020. You indicated that you had no dependent child(ren) residing in your household at any time during 2020. Page 1 of 29 Massachusetts House of Representatives 24 Beacon St. State House, Boston, MA, 02133, US State Representative 01/06/2021 01/04/2023 $60,001 to 100,000 to which you provided services, at any time during 2020, whether compensated or not, and whether full- or part-time. services, at any time during 2020, whether compensated or not, and whether full- or part-time. Page 2 of 29 any time during 2020, whether compensated or not, and whether full- or part-time, and provide the required information Modern Equipment & Leasing, Inc รพ 400 Pine St., Seekonk, MA, 02771, US Howitt 2002 Ltd. Partnership 410 Pine St., Seekonk, MA, 02771, US Manager $20,001 to 40,000 Howitt Investments, LLC 425 Pine St., Seekonk, MA, 02771, US Manager $20,001 to 40,000 45 Woodland Ave. LLC 425 Pine St., Seekonk, MA, 02771, US Manager $60,001 to 100,000 246 Woodland Ave. LLC 425 Pine St., Seekonk, MA, 02771, US Manager $20,001 to 40,000 Less than $1,001 6. Identify any Business from which you were on a leave of absence at any time during 2020, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2020, whether compensated or not, R.I. Foundation 1 Union St., Providence, RI, 02903, US Manager Page 3 of 29 owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2020, and Percentage of stock Modern Equipment & Leasing, Inc 400 Pine St., Seekonk, MA, 02771, US 100% Less than $1,001 Howitt 2002 Ltd. Partnership 425 Pine St., Seekonk, MA, 02771, US 33% $20,001 to 40,000 Howitt Investments, LLC 425 Pine St., Seekonk, MA, 02771, US 100% $20,001 to 40,000 45 Woodland Ave. LLC 425 Pine St., Seekonk, MA, 02771, US 100% $60,001 to 100,000 246 Pine St. LLC 425 Pine St., Seekonk, MA, 02771, US 100% $20,001 to 40,000 during 2020, and provide the required information for each. dependent child(ren) residing in your household during 2020, and provide the required information for each. Page 4 of 29 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2020, whether Modern Equipment & Leasing, Inc. Howitt 2002 Ltd. Partnership Howitt Investments, LLC 246 Pine St., LLC 45 Woodland Ave., LLC 400 Pine St., Seekonk, MA, 02771, US Officer Less than $1,001 410 Pine St., Seekonk, MA, 02771, US Officer $20,001 to 40,000 425 Pine St., Seekonk, MA, 02771, US Officer $20,001 to 40,000 425 Pine St., Seekonk, MA, 02771, US Officer $20,001 to 40,000 425 Pine St., Seekonk, MA, 02771, US Officer $60,001 to 100,000 an officer, director, or trustee, at any time during 2020, whether compensated or not, and whether full- or part-time, and Page 5 of 29 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2020, 246 Pine St., Seekonk, MA, 02771, US Yes Howitt, Steven S 425 Pine St., Seekonk, MA, 02771, US 45 Woodland Ave., Seekonk, MA, 02771, US Yes Howitt, Steven S 425 Pine St, Seekonk, MA, 02771, US 315 Woodland Ave., Seekonk, MA, 02771, US 400 Pine St., Seekonk, MA, 02771, US 0 Pine St., Seekonk, MA, 02771, US 1195 Fall River Ave., Seekonk, MA, 02771, US 0 Read St., Attleboro, MA, 02703, US $60,001 to 100,000 Page 6 of 29 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2020, 2020, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate Name of Trust Real Estate Address Beneficiary Transferor Shirley B Howitt Residentia l Trust Steven S Howitt Irrevocabl e Trust 410 Pine St., Seekonk, MA, 2771 , Yes Howitt, Steven S 425 Pine St., Seekonk, MA, 02771, US 31, 2020, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Page 7 of 29 person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2020, and provide the required Name of Trust Real Estate Address 246 Pine St., Seekonk, MA, 02771, US 45 Woodland Ave., Seekonk, MA, 02771, US Howitt, Steven S 425 Pine St., Seekonk, MA, 02771, 246 Pine St., Seekonk, MA, 02771, US Howitt, Steven S 425 Pine St., Seekonk, MA, 02771, 45 Woodland Ave., Seekonk, MA, 02771, US Howitt, Steven S 425 Pine St., Seekonk, MA, 02771, Transferee Name Transferee Address Page 8 of 29 was a beneficiary, at any time during 2020, and provide the required information for each piece of Real Estate transferred. 2020, 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, 2020, your spouse and/or any dependent child(ren) residing in your Page 9 of 29 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2020, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2020, and which agencies, and authorities, which was owned as of December 31, 2020, by a Trust of which you were a beneficiary, whether Page 10 of 29 agencies, and authorities, which was owned as of December 31, 2020, by a Trust of which your spouse and/or any Page 11 of 29 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2020, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Alliance Data Systems Corporation Common Stock(ADS) AT&T Inc.(T) Chevron Corporation Common Stock(CVX) FedEx Corporation Common Stock(FDX) Ford Motor Company Common Stock(F) Invesco Ltd Common Stock(IVZ) Page 12 of 29 Manulife Financial Corporation Common Stock(MFC) nutrien Ltd Common Stock Calgary Canada 13131 Lake Forest Drive S.E., Calgary AB T2J7E8 Canada Ovintiv Inc Common Stock Denver, Colorado 370 17th St. #1700, Denver, CO, 80202, US Philip Morris International Inc Common Stock(PM) Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (Each representing two Class A Ordinary Shares)(RDS.A) Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares(VOD) John Hancock Disciplined Value International Fund Class A(JDIBX) CIM Real Estate Finance Trust INC REIT Kansas City, MO P.O. Box 219312, Kansas City, MO, 64121 9312, US Page 13 of 29 FS Energy & Power Fund Mutual Fund Philadelphia, PA 201 Rouse Blvd, Philadelphia, PA, 19112, US Phillips Edison & Co. Mutual Fund Cincinnati, OH 11501 Northlake Dr., Cincinnati, OH, 45249, US 3M Company Common Stock(MMM) Altria Group, Inc.(MO) American Electric Power Company, Inc. Common Stock(AEP) American Finance Trust Inc CLA REIT New York, NY 650 Fith Ave., 30th floor, New York, NY, 10019, American International Group, Inc. New Common Stock(AIG) Astrazeneca PLC Common Stock(AZN) Page 14 of 29 Bank of America Corporation Common Stock(BAC) Boeing Company (The) Common Stock(BA) Capital Properties Inc RI Citizens Financial Group, Inc. Common Stock(CFG) ConAgra Foods, Inc. Common Stock(CAG) CPS Technologies Corp. - Common Stock(CPSH) CSX Corporation Common Stock(CSX) CVS Health Corporation Common Stock(CVS) Common Stock Providence, RI 5 Steeple St., Providence, RI, 02903, US Page 15 of 29 General Electric Company Common Stock(GE) Independent Bank Corp. - Common Stock(INDB) Intel Corporation - Common Stock(INTC) International Business Machines Corporation Common Stock(IBM) Pfizer, Inc. Common Stock(PFE) QUALCOMM Incorporated Common Stock(QCOM) Taiwan Semiconductor Manufacturing Company Ltd.(TSM) Union Pacific Corporation Common Stock(UNP) Page 16 of 29 United States Steel Corporation Common Stock(X) Vertex Pharmaceuticals Incorporated Common Stock(VRTX) Advisors Todd Intl Intrinsic 1Q20 Mutual Fund Louisville, KY 101 South Fifth St., Louisville, KY, 40202, US First Trust Stonebridge PFD Inc 23 MO CA Mutual Fund Wilton, CT 10 Westport Rd. C-101, Wilton, CT, 06897, US advisors Build Amer Bond10 MO CA Bond Wheaton, IL 120 E Liberty Dr. #400, Wheaton, IL, 60187, US Abbott Laboratories Common Stock(ABT) Alphabet Inc. Class A Common Stock(GOOGL) Amazon.com, Inc. - Common Stock(AMZN) Page 17 of 29 Apple Inc. Common Stock(AAPL) The Blackstone Group L.P. Common Units Representing Limited Partnership Interests(BX) Bristol-Myers Squibb Company Common Stock(BMY) Broadcom Inc Cigna Corporation Common Stock(CI) Cummins Inc. Common Stock(CMI) Danaher Corporation Common Stock(DHR) Facebook, Inc. Class A Common Stock(FB) Common Stock Andover, MA 200 Brickstone Sq., Suites 101/401, Andover, MA, 01810, US Page 18 of 29 Home Depot, Inc. (The) Common Stock(HD) Honeywell International Inc. Common Stock(HON) Humana Inc. Common Stock(HUM) Intercontinental Exchange Inc. Common Stock(ICE) Johnson & Johnson Common Stock(JNJ) JP Morgan Chase & Co. Common Stock(JPM) Eli Lilly and Company Common Stock(LLY) Linde PLC Common Stock Dublin, Ireland Ten Earlsfort Terrace, Dublin 2, D02 T380 Ireland Page 19 of 29 McKesson Corporation Common Stock(MCK) Merck & Company, Inc. Common Stock (new)(MRK) Microsoft Corporation Common Stock(MSFT) Moody's Corporation Common Stock(MCO) Morgan Stanley Common Stock(MS) Netflix, Inc. Common Stock(NFLX) NVIDIA Corporation Common Stock(NVDA) Occidental Petroleum Corporation Common Stock(OXY) Page 20 of 29 Otis Worldwide Corp Paycom Software, Inc. Common Stock(PAYC) PayPal Holdings, Inc. - Common Stock(PYPL) Pepsico, Inc. Common Stock(PEP) Procter & Gamble Company (The) Common Stock(PG) Salesforce.com Inc Common Stock(CRM) Service Now Inc Tencent Holdings Common Stock Palm Beach Gardens, FL 11760 US Hwy 1, Suite W600, Palm Beach Gardens, FL, 33408, US Common Stock San Diego, CA 4810 Eastgate Mall, San Diego, CA, 92121, US Common Stock Shenzhen, China Tencent Benhai Mansion,Nanshan District, Shenzhen, China Page 21 of 29 Texas Instruments Incorporated Common Stock(TXN) Coca-Cola Company (The) Common Stock(KO) Thermo Fisher Scientific Inc Common Stock(TMO) Visa Inc.(V) Walt Disney Company (The) Common Stock(DIS) SPDR Gold Trust(GLD) Vanguard 500 Index Fd Admiral Shs(VFIAX) Allison Transmission Holdings, Inc. Common Stock(ALSN) Page 22 of 29 AngloGold Ashanti Limited Common Stock(AU) Banco Santander, S.A. Sponsored ADR (Spain)(SAN) Berkshire Hathaway Inc. New Common Stock(BRK.B) Catalent, Inc. Common Stock(CTLT) Change Healthcare Inc Comcast Corporation Class A Common Stock(CMCSA) Match Group Inc Quest Diagnostics Incorporated Common Stock(DGX) Common Stock Newton, MA 275 Grove St., Newton, MA, 02462, US Common Stock Dallas, TX 8750 N Central Expy, Dallas, TX, 75231, US Page 23 of 29 Raytheon Company Common Stock(RTN) Roche Holdings ADR Starbucks Corporation Common Stock(SBUX) Verizon Communications Inc. Common Stock(VZ) Common Stock Basel, Switzerland CH4070, Basel, Switzerland and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2020, 27. Identify every Financial Investment that was owned as of December 31, 2020, by a Trust of which you were a Page 24 of 29 December 31, 2020, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a than $1,000 was owed as of December 31, 2020, where the creditor (person who loaned you the money) is not, by blood Primary Residence, on which more than $1,000 was owed as of December 31, 2020, which you were obligated to pay and Page 25 of 29 31, 2020, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2020, IF the person to whom household owed as of December 31, 2020, 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 2020, Page 26 of 29 residing in your household and were forgiven at any time during 2020, excluding debts forgiven by a person who is, by blood 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2020 by any legislative you received at any time during 2020 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2020 by any legislative agent or executive agent (lobbyist). Page 27 of 29 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2020 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2020 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2020 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2020, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2020? Page 28 of 29 I, Steven S Howitt, certify under the pains and penalties of perjury that: Submitted: 03/10/2021 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 Identify every financial Investment that your spouse and/or any dependent child(ren) residing in your household owned directly or through a business as of December 31, [Filing Year], and which had a fair market value greater than $1,000, and provide the required information for each Identify every Financial Investment that was owned as of December 31, [Filing Year], by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, which had a fair market value as of that date greater than $1,000, and provide the If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2020 Page 29 of 29 |