search_index: sfi.db/filings, 34130
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 34130 | Tristan R Israel 2022 | 2022-01-01T00:00:00 | 1 | Statement of Financial Interests for 2022 Israel Tristan R (508) 693-0196 tristan.r@verizon.net You indicated that you did have a spouse residing in your household during 2022. You indicated that you had no dependent child(ren) residing in your household at any time during 2022. Page 1 of 35 Dukes County Commission P.O.190, Edgartown, MA, 02539, US County Commission 01/01/2008 12/31/2024 to which you provided services, at any time during 2022, whether compensated or not, and whether full- or part-time. services, at any time during 2022, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Services Provided Contractor? County Dukes County Commission P.O. Box 190, Edgartown, MA, 02539, US County Commissioner any time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information Tristan's Landscape þ 77 Snake Hollow, Tisbury, MA, 02568, US Manager $40,001 to 60,000 6. Identify any Business from which you were on a leave of absence at any time during 2022, and provide its address. Page 2 of 35 an employee, manager, consultant, or independent contractor at any time during 2022, whether compensated or not, Island Taxidermy þ 77 Snake Hollow, Tisbury, MA, 02568, US owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and Percentage of stock Tristan's Landscape 77 Snake Hollow, Tisbury, MA, 02568, US 100% $60,001 to 100,000 during 2022, and provide the required information for each. Island Taxidermy 77 Snake Hollow, Tisbury, MA, 02568, US dependent child(ren) residing in your household during 2022, and provide the required information for each. Page 3 of 35 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2022, whether WMVY Radio 121 Carols way, Tisbury, MA, 02568, US Trustee an officer, director, or trustee, at any time during 2022, 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, 2022, F, S/C Page 4 of 35 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022, 2022, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 31, 2022, 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 2022, and provide the required Page 5 of 35 was a beneficiary, at any time during 2022, and provide the required information for each piece of Real Estate transferred. 2022, 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, 2022, your spouse and/or any dependent child(ren) residing in your Page 6 of 35 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2022, and which agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which you were a beneficiary, whether Page 7 of 35 agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any Page 8 of 35 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2022, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Apple Inc. Common Stock(AAPL) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C SPDR Gold Trust(GLD) F, S/C Chevron Corporation Common Stock(CVX) F, S/C Exxon Mobil Corporation Common Stock(XOM) F, S/C Lincoln Financial Group F, S/C Annuity Indiana Box 3248, Fort Wayne, IN, 46801 2348, US Page 9 of 35 United Parcel Service Inc F, S/C Bond Georgia 55 Glenlake Parkway N.E., Atlanta, GA, 30328, US Chubb INA Holdings Inc F, S/C Bond Pennsylvania 436 Walnut St., Philadelphia, PA, 19106, US Toyota Motor Credit Corp F, S/C Bond Texas 6565 Headquarters Drive, Plano, TX, 75024, US Home Depot Inc/The F, S/C Bond Georgia 2455 Paces Ferry Rd., Atlanta, GA, 30339, US Metlife Inc F, S/C Bond Rhode Island 755 Tower Hill Rd., North Kingston, RI, 02852, US Air Lease Corp F, S/C Bond California 2000 Avenue of the Stars, 10000, Los Angeles, CA, 90067, US Northrop Grumman Corp F, S/C Bond Virginia 2980 Fairview Park Drive, Falls Church, VA, 22042, US Abbott Laboratories F, S/C Bond Illinois 100 Abbott Park Rd, Abbott Park, IL, 60664, US Page 10 of 35 AT&T inc F, S/C Bond Texas 208 S. Akard St., Dallas, TX, 75202, US Simon Property Group LP F, S/C Bond Indiana 225 West Washington St., Indianapolis, IN, 46204, US Boston Properties LP F, S/C Bond Massachusetts 800 Boyleston St., Boston, MA, 02199 8103, US Fedex Corp F, S/C Bond Tennessee 942 South Shady Grove Rd, Memphis, TN, 31820, US Capital One Financial Group F, S/C Bond Virginia 1680 Capital One Drive, Mclean, VA, 22102 3491, Verizon Communications inc F, S/C Bond New York 140 West St., New York City, NY, 10007, US Comcast Corp F, S/C Bond Pennsylvania 1 Comcast Ctr. 1701 JFK Blvd., Philadelphia, PA, 19103, US Applied Matierials Inc F, S/C Bond California 3050 Bowers Ave, Santa Clara, CA, 95054, US Page 11 of 35 Autozone Inc F, S/C Bond Tennessee 123 S. Front St., Memphis, TN, 38103, US CSX Corp F, S/C Bond Florida 500 Water St. 15th Floor, Jacksonville, FL, 32202, US TWDC Enterprises 18 Corp F, S/C Bond California 500 South Buena Vista St., Burbank, CA, 91521, US American Electric Power Co Inc F, S/C Bond Ohio 1 Riverside Plaza, Columbus, OH, 43215, US Dominion Energy Inc F, S/C Bond Virginia 120 Tredegar St, Richmond, VA, 23219, US SPDR Select Sector Fund Energy Select Sector(XLE) F, S/C SPDR Select Sector Fund Health Care(XLV) F, S/C iShares 10-20 Year Treasury Bond ETF(TLH) F, S/C Page 12 of 35 iShares 7-10 Year Treasury Bond ETF(IEF) F, S/C iShares Global Healthcare ETF(IXJ) F, S/C iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD) F, S/C iShares MSCI China ETF(MCHI) F, S/C iShares MSCI International Developed Quality Factors ETF(IQLT) F, S/C Vanguard FTSEEuropean ETF(VGK) F, S/C Vanguard Total World Stock Index ETF(VT) F, S/C Enterprise Products Partners L.P. Common Stock(EPD) F, S/C Page 13 of 35 Pepsico, Inc. Common Stock(PEP) F, S/C Northrop Grumman Corporation Common Stock(NOC) F, S/C Simon Property Group, Inc. Common Stock(SPG) F, S/C Keurig Green Mountain, Inc. Common Stock(GMCR) F, S/C AutoZone, Inc. Common Stock(AZO) F, S/C JP Morgan Beta Builders Japan F, S/C Common Stock Massachusetts 2000 Crown Colony Drive, Quincy , MA, 02169, US Granite Shares Gold Trust F, S/C ETF New York 205 Hudson St. 7th Floor, New York, NY, 10013, iShares Global Consumer Staples ETF(KXI) F, S/C Page 14 of 35 MSCI Emerging Markets F, S/C Common Stock California 400 Howard St, SanFrancisco, CA, 94105, US IShares Int Rate HDG Long-term (IGBH) F, S/C Bond Ishares/Black Rock 400 Howard St, SanFrancisco, CA, 94195, US Vanguard Value ETF - DNQ(VTV) F, S/C WisdomTree Bloomberg Floating Rate Treasury Fund(USFR) F, S/C Qualcom Inc F, S/C Bond California 5775 Morehouse Drive, SanDiego, CA, 92121, US Chevron USA Inc F, S/C Bond California 6001 Bollinger Canyon Rd., San Ramon, CA, 94583, American Finance Corp F, S/C Bond California 20800 Madrona Ave, Torrance, CA, 90503, US Astrazeneca PLC F, S/C Bond Maryland 1800 Concord Pike, Wilmington, DE, 19850, US Page 15 of 35 Beckton Dickinson and Co F, S/C Bond New Jersey 1 Beckton Drive, Franklin Lakes, NJ, 07417, US Goldman Sachs Group Inc F, S/C Bond New York 200 West St., New York, NY, 10282, BAT Capital Group F, S/C Bond Deleware 103 Foulk Rd. Suite 120, Wilmington, DE, 19803, US United health Group F, S/C Bond Minnesota P.O. Box 1459, Minneapolis, MN, 55440, US Oracle Corp F, S/C Bond Texas 2300 Oracle Way, Austin, TX, 78710, US Shell International Finance BV F, S/C Bond Netherlands CAREL VAN BYLANDTLAAN 30, The Hague P7 2596 HR Exelon Corp F, S/C Bond Illinois 10 S Dearborn St, , Chicago, IL, 60603, US Alphabet Inc F, S/C Bond California 1600 Amphitheatre , Parkway Mountain View, CA, 94043, US Page 16 of 35 Lockheed Martin Corp F, S/C Bond Maryland 6801 Rockledge Drive , Bethesda, MD, 20817, US TWDC Enterprises F, S/C Bond California 500 South Buena Vista , South Burbank, CA, 91521, US Keurig Dr Pepper Inc F, S/C Bond Massachusetts 53 SOUTH AVENUE, BURLINGTON, MA, 01803, US Welltower Inc F, S/C Bond Ohio 500 Dorr Street , Toledo, OH, 43615, US Kinder Morgan F, S/C Bond Texas 1001 Louisiana Street, Suite 1000 , Houston, TX, 77002, US Fiserv Inc F, S/C Bond Wisconsin 255 Fiserv Dr , Brookfield, WI, 53045, US Starbucks Inc F, S/C Bond New York 665 Broadway, New York, NY, 10012, General Motors Financial Co. Inc. F, S/C Bond Texas 801 Cherry Street Suite 3500 , Fort Worth, TX, 76102, Page 17 of 35 AON Corp F, S/C Bond Illinois 200 East Randolph Street , Chicago, IL, 60601, US Waste Management F, S/C Bond Texas 800 Capitol Street, Suite 3000 , Houston, TX, 77002, US Sherwin Williams F, S/C Bond Ohio 101 W. Prospect Ave., Cleveland, OH, 44115, US SPDR Select Sector Fund Technology(XLK) F, S/C AbbVie Inc. Common Stock(ABBV) F, S/C Abbott Laboratories Common Stock(ABT) F, S/C Accenture plc. Class A Ordinary Shares (Ireland) (ACN) F, S/C Ameren Corporation Common Stock(AEE) F, S/C Page 18 of 35 American Electric Power Company, Inc. Common Stock(AEP) F, S/C Analog Devices, Inc. - Common Stock(ADI) F, S/C Automatic Data Processing, Inc. - Common Stock(ADP) F, S/C AvalonBay Communities, Inc. Common Stock(AVB) F, S/C Avery Dennison Corporation Common Stock(AVY) F, S/C Bank of America Corporation Common Stock(BAC) F, S/C Becton, Dickinson and Company Common Stock(BDX) F, S/C BlackRock, Inc. Common Stock(BLK) F, S/C Page 19 of 35 The Blackstone Group L.P. Common Units Representing Limited Partnership Interests(BX) F, S/C Booz Allen Hamilton Holding Corporation Common Stock(BAH) F, S/C Bristol-Myers Squibb Company Common Stock(BMY) F, S/C Cigna Corporation Common Stock(CI) F, S/C Cisco Systems, Inc. - Common Stock(CSCO) F, S/C CME Group Inc. Class A Common Stock(CME) F, S/C CMS Energy Corporation Common Stock(CMS) F, S/C Coca-Cola Company (The) Common Stock(KO) F, S/C Page 20 of 35 Comcast Corporation Class A Common Stock(CMCSA) F, S/C ConocoPhillips Common Stock(COP) F, S/C Crown Castle International Corp. (REIT) Common Stock(CCI) F, S/C Cummins Inc. Common Stock(CMI) F, S/C Deere & Company Common Stock(DE) F, S/C DTE Energy Company Common Stock(DTE) F, S/C Eaton Corporation, PLC Ordinary Shares(ETN) F, S/C Electronic Arts Inc. - Common Stock(EA) F, S/C Page 21 of 35 Elevance Health F, S/C Eli Lilly and Company Common Stock(LLY) F, S/C Entergy Corporation Common Stock(ETR) F, S/C EOG Resources, Inc. Common Stock(EOG) F, S/C Eversource Energy (D/B/A) Common Stock(ES) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C Common Stock Indiana 220 vIRGINIA aVE, Indianapolis, IN, 46204, US Page 22 of 35 Johnson & Johnson Common Stock(JNJ) F, S/C KLA-Tencor Corporation Common Stock(KLAC) F, S/C Lam Research Corporation Common Stock(LRCX) F, S/C Linde PLC F, S/C Lockheed Martin Corporation Common Stock(LMT) F, S/C Marsh & McLennan Companies, Inc. Common Stock(MMC) F, S/C McDonald's Corporation Common Stock(MCD) F, S/C Medtronic plc. Ordinary Shares(MDT) F, S/C Page 23 of 35 Merck & Company, Inc. Common Stock (new)(MRK) F, S/C Microchip Technology Incorporated Common Stock(MCHP) F, S/C Mondelez International, Inc. - Class A Common Stock(MDLZ) F, S/C Morgan Stanley Common Stock(MS) F, S/C NextEra Energy, Inc. Common Stock(NEE) F, S/C Nike, Inc. Common Stock(NKE) F, S/C Northern Trust Corporation Common Stock(NTRS) F, S/C Northrop Grumman Corporation Common Stock(NOC) F, S/C Page 24 of 35 Packaging Corporation of America Common Stock(PKG) F, S/C Parker-Hannifin Corporation Common Stock(PH) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C Philip Morris International Inc Common Stock(PM) F, S/C PNC Financial Services Group, Inc. (The) Common Stock(PNC) F, S/C PPG Industries, Inc. Common Stock(PPG) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Target Corporation Common Stock(TGT) F, S/C Page 25 of 35 Texas Instruments Incorporated Common Stock(TXN) F, S/C Trane Technologies F, S/C U.S. Bancorp Common Stock(USB) F, S/C Union Pacific Corporation Common Stock(UNP) F, S/C United Parcel Service, Inc. Common Stock(UPS) F, S/C UnitedHealth Group Incorporated Common Stock (DE) (UNH) F, S/C Verizon Communications Inc. Common Stock(VZ) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Common Stock Ireland 170/175 Lakeview Drive, Dublin, Ireland Page 26 of 35 Waste Management, Inc. Common Stock(WM) F, S/C WEC Energy Group, Inc. Common Stock(WEC) F, S/C Wells Fargo & Company Common Stock(WFC) F, S/C Xcel Energy Inc. Common Stock(XEL) F, S/C Graniteshares Gold Trust F, S/C iShares Global Consumer Staples ETF(KXI) F, S/C Janus Henderson F, S/C SPDR S&P Dividend ETF(SDY) F, S/C Common Stock New York 205 Hudson Street, 7th Floor, New York City, NY, 10013, Common Stock Colorado 151 Detroit St., Denver, CO, 80206, US Page 27 of 35 SPDR S&P Global Natural Resources ETF(GNR) F, S/C SPDR Select Sector Fund Technology(XLK) F, S/C SPDR Select Sector Fund Technology(XLK) F, S/C SPDR Select Sector Fund Utilities(XLU) F, S/C Vanguard Value ETF - DNQ(VTV) F, S/C Campbell Soup F, S/C Bond New Jersey 1 Camden Place, Camden, NJ, 08103, US Citi Group Inc F, S/C Bond New York 388 Greenwich Street, New York, NY, 10013, US Regions Financial Corp F, S/C Bond Alabama 250 Riverchase Parkway, Birmingham, AL, 35244, US Page 28 of 35 ERP Operating LP F, S/C Bond Chicago 2 North Riverside Plaza #400, Chicago, IL, 60606, US Expedia Group F, S/C Bond Seatle 1111 Expedia Group Way West, Seatle, WA, 98119, US McDonalds Corp F, S/C Bond Chicago 110 Carpenter Street, Chicago, IL, 60607, US Air Products & Chemicals F, S/C Bond Pennsylvania 1900 Air Products Blvd, Allentown, PA, 18106 5500, Marriot International Inc. F, S/C Bond Maryland 7750 Wisconsin Ave, Bethesda, MD, 20814, US Sumtomo Mitsui Financial Group Inc F, S/C Bond Japan 1-1-2, Marunouchi, Chiyoda-ku, Chiyoda-ku, Japan Ishares Inc MSCI Emrg MKTETF (EMC) F, S/C Common Stock New York 55 East 52nd St., New York, NY, 10022, US iShares MBS ETF(MBB) F, S/C Page 29 of 35 Ishares US Aerospace & DEF ETF (ITA) F, S/C AIM Premier Portfolio Institutional Class(IPPXX) F, S/C Common Stock New York 55 East 52nd St., New York, NY, 10022, US and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022, 27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a December 31, 2022, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 30 of 35 than $1,000 was owed as of December 31, 2022, where the creditor (person who loaned you the money) is not, by blood Truist Cape Cod Five P.O. Box 10, Orleans, MA, 02653, US 30 4.0 2041 20 4.75 2027 Primary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and 31, 2022, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and Page 31 of 35 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2022, IF the person to whom household owed as of December 31, 2022, 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 2022, residing in your household and were forgiven at any time during 2022, excluding debts forgiven by a person who is, by blood Page 32 of 35 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2022 by any legislative you received at any time during 2022 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 2022 by any legislative agent or executive agent (lobbyist). 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 2022 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 2022 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 33 of 35 residing in your household at any time during 2022 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 2022, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2022? Page 34 of 35 I, Tristan R Israel, certify under the pains and penalties of perjury that: Submitted: 02/13/2023 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022 Page 35 of 35 |