search_index: sfi.db/filings, 30142
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type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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sfi.db/filings | 30142 | Ted Otis 2021 | 2021-01-01T00:00:00 | 1 | Statement of Financial Interests for 2021 Otis Ted (617) 788-2531 ted.otis@mwra.com You indicated that you did have a spouse residing in your household during 2021. You indicated that you did have dependent child(ren) residing in your household during 2021. Page 1 of 16 Massachusetts Water Resources Authority (MWRA) 100 First Avenue, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 $60,001 to 100,000 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 $60,001 to 100,000 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Chrlestown, MA, 02129, US Purchasing Manager 07/13/2016 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 Massachusetts Water Resources Authority (MWRA) 100 First Ave, Charlestown, MA, 02129, US Purchasing Manager 07/13/2016 06/06/2030 Page 2 of 16 to which you provided services, at any time during 2021, whether compensated or not, and whether full- or part-time. services, at any time during 2021, whether compensated or not, and whether full- or part-time. any time during 2021, whether compensated or not, and whether full- or part-time, and provide the required information 6. Identify any Business from which you were on a leave of absence at any time during 2021, and provide its address. Page 3 of 16 an employee, manager, consultant, or independent contractor at any time during 2021, whether compensated or not, Janiene Gresela D.D.S. 120 Cambridge Street Ste 13, Burlington , MA, 01803, US Employee Marshalls 34 Cambridge Street, Burlington , MA, 01803, US Employee True North 204 Cambridge Street, Burlington , MA, 01803, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2021, and during 2021, and provide the required information for each. dependent child(ren) residing in your household during 2021, and provide the required information for each. Page 4 of 16 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2021, whether an officer, director, or trustee, at any time during 2021, whether compensated or not, and whether full- or part-time, and 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2021, and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, Page 5 of 16 2021, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 31, 2021, 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 2021, and provide the required Page 6 of 16 was a beneficiary, at any time during 2021, and provide the required information for each piece of Real Estate transferred. 2021, 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, 2021, your spouse and/or any dependent child(ren) residing in your Page 7 of 16 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2021, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2021, and which agencies, and authorities, which was owned as of December 31, 2021, by a Trust of which you were a beneficiary, whether Page 8 of 16 agencies, and authorities, which was owned as of December 31, 2021, by a Trust of which your spouse and/or any Page 9 of 16 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2021, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Fidelity Asset Manager 50% (FASMX) F, S/C Fidelity Blue Chip Value(FBCVX) F, S/C Fidelity Select Biotechnology Pt(FBIOX) F, S/C Fidelity Contra Fund(FCNTX) F, S/C Fidelity Large Cap Value Enhanced Index Fund(FLVEX) F, S/C Fidelity Mid-Cap Stock Fund(FMCSX) F, S/C Page 10 of 16 Fidelity Select Technology(FSPTX) F, S/C Fidelity Balanced Fund(FBALX) F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, 27. Identify every Financial Investment that was owned as of December 31, 2021, by a Trust of which you were a December 31, 2021, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 11 of 16 than $1,000 was owed as of December 31, 2021, where the creditor (person who loaned you the money) is not, by blood SunTrust Mortgage 1001 Semmes Ave, Richmond, VA, 23224, US 25 years 3.75 2038 Bank of America PO Box 26078, Greensboro, NC, 27420, unlimited 5.62 2038 Primary Residence, on which more than $1,000 was owed as of December 31, 2021, which you were obligated to pay and 31, 2021, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and Page 12 of 16 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2021, IF the person to whom household owed as of December 31, 2021, 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 2021, residing in your household and were forgiven at any time during 2021, excluding debts forgiven by a person who is, by blood Page 13 of 16 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2021 by any legislative you received at any time during 2021 from any person having a direct interest in a matter before the governmental body by residing in your household at any time during 2021 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 2021 by any person 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2021 by any person having Page 14 of 16 residing in your household at any time during 2021 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 2021, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2021? Page 15 of 16 I, Ted Otis, certify under the pains and penalties of perjury that: Submitted: 02/19/2022 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2021 Page 16 of 16 |