search_index: sfi.db/filings, 36454
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 36454 | Sophia B Capone 2022 | 2022-01-01T00:00:00 | 1 | Statement of Financial Interests for 2022 Capone Sophia B Contact Phone Number: Contact Email : 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 17 Executive Office for Administration & Finance (A&F) 24 Beacon Street, Boston, MA, 02133, US Deputy Director of Strategy & External Affairs 11/15/2021 05/13/2022 $10,001 to 20,000 Executive Office for Administration & Finance (A&F) 24 Beacon Street, Boston, MA, 02108, US Deputy Chief of Staff 05/16/2022 02/10/2023 $60,001 to 100,000 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. any time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information Current 120 LLC 315 S Garfield Avenue, Traverse City, MI, 49686, US Independent Contractor $1,001 to 5,000 Birchwood Construlctio n 8920 Moeller Dr, Harbor Spring, MI, 49740, US Independent Contractor $1,001 to 5,000 Page 2 of 17 6. Identify any Business from which you were on a leave of absence at any time during 2022, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2022, whether compensated or not, Rodeo CPG 1 Lamson Court, Boston, MA, 02128, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and Percentage of stock Lamson Consulting, LLC 1 Lamson Court, Boston, MA, 02128, US 51% $10,001 to 20,000 during 2022, and provide the required information for each. Rodeo CPG, Inc 1230 Mountain View Drive, Aspen, CO, 81611, US Lamson Consulting, LLC 1 Lamson Court, Boston, MA, 02128, US Page 3 of 17 dependent child(ren) residing in your household during 2022, 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 2022, whether an officer, director, or trustee, at any time during 2022, whether compensated or not, and whether full- or part-time, and Rodeo CPG, Inc 1230 Mountain View Drive, Aspen, CO, 81611, US Director Page 4 of 17 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2022, F, S/C 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 Page 5 of 17 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 was a beneficiary, at any time during 2022, and provide the required information for each piece of Real Estate transferred. Page 6 of 17 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 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair Page 7 of 17 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 agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any Page 8 of 17 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 Vanguard REIT ETF - DNQ(VNQ) F, S/C Page 9 of 17 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022, Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Vanguard REIT ETF DNQ(VNQ) Vanguard Div Appreciation ETF DNQ(VIG) Vanguard Financials ETF - DNQ(VFH) Vanguard High Dividend Yield ETF - DNQ(VYM) Vanguard Mega Cap Growth ETF(MGK) Page 10 of 17 Vanguard S&P 500 Growth ETF(VOOG) Vanguard Total Stock Market ETF(VTI) Vanguard Mid-Cap Growth ETF DNQ(VOT) Vanguard Russell 1000 Growth ETF(VONG) Vanguard Small-Cap Growth ETF DNQ(VBK) Vanguard Small-Cap Value ETF DNQ(VBR) Page 11 of 17 Alpha Architect Common Stock PA 19 E Eagle Road, Havertown, PA, 19083, US Vanguard Short-Term Bond ETF(BSV) iShares 0-5 Year Investment Grade Corporate Bond ETF(SLQD) Vanguard S&P 500 ETF(VOO) Vanguard Value ETF - DNQ(VTV) 27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a Page 12 of 17 December 31, 2022, 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, 2022, where the creditor (person who loaned you the money) is not, by blood Webster Bank PO Box 30, Waterbury, CT, 06720, US 30 3 2052 Primary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and Page 13 of 17 31, 2022, 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, 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, Page 14 of 17 residing in your household and were forgiven at any time during 2022, 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 2022 by any legislative you received at any time during 2022 from any person having a direct interest in a matter before the governmental body by residing in your household at any time during 2022 by any legislative agent or executive agent (lobbyist). Page 15 of 17 provided to your spouse and/or dependent child(ren) residing in your household at any time during 2022 by any person 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2022 by any person having residing in your household at any time during 2022 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 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 16 of 17 I, Sophia B Capone, certify under the pains and penalties of perjury that: Submitted: 04/27/2023 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022 Page 17 of 17 |