search_index: sfi.db/filings, 32375
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| sfi.db/filings | 32375 | Anne McLaughlin 2021 | 2021-01-01T00:00:00 | 1 | Statement of Financial Interests for 2021 McLaughlin Anne (617) 963-2887 anne.m.mclaughlin@mass.gov 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 20 Office of the Attorney General (AGO) One Ashburton Place, 18th Floor, Boston, MA, 02108, Deputy Division Chief 10/25/2021 $60,001 to 100,000 Office of the Attorney General (AGO) One Ashburton Place, Boston, MA, 02108, US Deputy Division Chief 10/25/2021 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 Page 2 of 20 6. Identify any Business from which you were on a leave of absence at any time during 2021, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2021, whether compensated or not, VMWare, Inc. 2 Avenue de Lafayette, Boston, MA, 02111, US Employee VMWare, Inc. 2 Avenue de Lafayette, Boston, MA, 02111, 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. Page 3 of 20 dependent child(ren) residing in your household during 2021, 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 2021, whether an officer, director, or trustee, at any time during 2021, whether compensated or not, and whether full- or part-time, and Page 4 of 20 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2021, F, S/C F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, Page 5 of 20 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 20 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 20 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 20 agencies, and authorities, which was owned as of December 31, 2021, 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, 2021, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Vanguard Total International Stock Index Fd Admiral(VTIAX) F, S/C Vanguard Emerging Markets Stock Index Fd Admiral Shs(VEMAX) F, S/C Vanguard Developed Markets Index Admiral(VTMGX) F, S/C Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) F, S/C Page 9 of 20 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2021, Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Alphabet Inc. Class C Capital Stock(GOOG) Alphabet Inc. Class A Common Stock(GOOGL) Amazon.com, Inc. Common Stock(AMZN) Costco Wholesale Corporation Common Stock(COST) Mastercard Incorporated Common Stock(MA) Page 10 of 20 Vanguard Total Stock Market ETF(VTI) Vmware, Inc. Common stock, Class A(VMW) Page 11 of 20 27. Identify every Financial Investment that was owned as of December 31, 2021, by a Trust of which you were a Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address Name of Trust Vanguard Emerging Markets Stock Index Fd Admiral Shs(VEMAX) F, S/C The Anne M McLaughlin Trust Vanguard Total International Stock Index Fd Admiral(VTIAX) F, S/C The Anne M McLaughlin Trust Vanguard Developed Markets Index Admiral(VTMGX) F, S/C The Anne M McLaughlin Trust Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) F, S/C The Anne M McLaughlin Trust BlackRock Large Cap Srs Fds, BlackRock Event Driven Equity Fd Inst Shs(BILPX) F, S/C JPMorgan Emerging Markets Equity Fund Select(JEMSX) F, S/C Page 12 of 20 Eaton Vance Massachusetts Limited Maturity Muni Incm Fd Cl I(EMAIX) F, S/C Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund - Class I(EILTX) F, S/C iShares MSCI EAFE Growth ETF(EFG) F, S/C iShares MSCI USA Minimum Volatility ETF(USMV) F, S/C Eaton Vance Municipal Opportunities Fd Cl I(EMOIX) F, S/C iShares MSCI USDA Quality Factor ETF(QUAL) F, S/C iShares MSCI USA Value Factor(VLUE) F, S/C Page 13 of 20 iShares MSCI USA Momentum Factor ETF(MTUM) F, S/C iShares FactorSelect MSCI USA Small-Cap ETF(SMLF) F, S/C BlackRock Funds Managed Volatility Portfolio Insti(PBAIX) F, S/C BlackRock Alternative Capital Strategies Fund Institutional Class(BIMBX) F, S/C NexPoint Merger Arbitrage CL Z F, S/C BlackRock National Muni I(MANLX) F, S/C Eaton Vance National Municipal Income Fund Class I(EIHMX) F, S/C Mutual Fund Texas 300 Crescent Court, Suite 700, Dallas, TX, 75201, Page 14 of 20 F, S/C Eaton Vance High Yield Municipal Income Fund Class I(EIHYX) December 31, 2021, 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, 2021, where the creditor (person who loaned you the money) is not, by blood Wells Fargo P.O. Box 14547, Des Moines, IA, 50306 4547, 30 3.6 2046 Page 15 of 20 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 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 Page 16 of 20 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 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 Page 17 of 20 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 residing in your household at any time during 2021 by any person having a direct interest in a matter before the Page 18 of 20 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 19 of 20 I, Anne McLaughlin, certify under the pains and penalties of perjury that: Submitted: 04/27/2022 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2021 Page 20 of 20 |