{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "36454", "Sophia B Capone 2022", "2022-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2022\nCapone\nSophia B\nContact Phone Number:\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2022.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2022.\nPage 1 of 17\nExecutive Office\nfor Administration\n& Finance (A&F)\n24 Beacon Street, Boston,\nMA, 02133, US\nDeputy\nDirector of\nStrategy &\nExternal\nAffairs\n11/15/2021 05/13/2022\n$10,001 to\n20,000\nExecutive Office\nfor Administration\n& Finance (A&F)\n24 Beacon Street, Boston,\nMA, 02108, US\nDeputy Chief\nof Staff\n05/16/2022 02/10/2023\n$60,001 to\n100,000\nto which you provided services, at any time during 2022, whether compensated or not, and whether full- or part-time.\nservices, at any time during 2022, whether compensated or not, and whether full- or part-time.\nany time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information\nCurrent 120\nLLC\n315 S Garfield Avenue,\nTraverse City, MI,\n49686, US\nIndependent Contractor\n$1,001 to 5,000\nBirchwood\nConstrulctio\nn\n8920 Moeller Dr, Harbor\nSpring, MI, 49740, US\nIndependent Contractor\n$1,001 to 5,000\nPage 2 of 17\n6. Identify any Business from which you were on a leave of absence at any time during 2022, and provide its address.\nan employee, manager, consultant, or independent contractor at any time during 2022, whether compensated or not,\nRodeo CPG\n1 Lamson Court, Boston, MA,\n02128, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and\nPercentage of stock\nLamson Consulting,\nLLC\n1 Lamson Court, Boston, MA,\n02128, US\n51%\n$10,001 to 20,000\nduring 2022, and provide the required information for each.\nRodeo CPG, Inc\n1230 Mountain View Drive, Aspen, CO, 81611, US\nLamson Consulting, LLC\n1 Lamson Court, Boston, MA, 02128, US\nPage 3 of 17\ndependent child(ren) residing in your household during 2022, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2022, whether\nan officer, director, or trustee, at any time during 2022, whether compensated or not, and whether full- or part-time, and\nRodeo CPG, Inc\n1230 Mountain View Drive, Aspen,\nCO, 81611, US\nDirector\nPage 4 of 17\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2022,\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022,\n2022, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate\nPage 5 of 17\n31, 2022, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real\nperson or entity by you, or by a Trust of which you were a beneficiary, at any time during 2022, and provide the required\nwas a beneficiary, at any time during 2022, and provide the required information for each piece of Real Estate transferred.\nPage 6 of 17\n2022, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the\ngreater than $1,000, on which, as of December 31, 2022, your spouse and/or any dependent child(ren) residing in your\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair\nPage 7 of 17\ndependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2022, and which\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which you were a beneficiary, whether\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2022, and which\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nVanguard REIT ETF\n- DNQ(VNQ)\nF, S/C\nPage 9 of 17\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022,\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nVanguard REIT ETF DNQ(VNQ)\nVanguard Div\nAppreciation ETF DNQ(VIG)\nVanguard Financials\nETF - DNQ(VFH)\nVanguard High\nDividend Yield ETF\n- DNQ(VYM)\nVanguard Mega Cap\nGrowth ETF(MGK)\nPage 10 of 17\nVanguard S&P 500\nGrowth ETF(VOOG)\nVanguard Total\nStock Market\nETF(VTI)\nVanguard Mid-Cap\nGrowth ETF DNQ(VOT)\nVanguard Russell\n1000 Growth\nETF(VONG)\nVanguard Small-Cap\nGrowth ETF DNQ(VBK)\nVanguard Small-Cap\nValue ETF DNQ(VBR)\nPage 11 of 17\nAlpha Architect\nCommon Stock\nPA\n19 E Eagle Road,\nHavertown, PA, 19083, US\nVanguard Short-Term\nBond ETF(BSV)\niShares 0-5 Year\nInvestment Grade\nCorporate Bond\nETF(SLQD)\nVanguard S&P 500\nETF(VOO)\nVanguard Value ETF\n- DNQ(VTV)\n27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a\nPage 12 of 17\nDecember 31, 2022, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a\nthan $1,000 was owed as of December 31, 2022, where the creditor (person who loaned you the money) is not, by blood\nWebster Bank\nPO Box 30, Waterbury,\nCT, 06720, US\n30\n3\n2052\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and\nPage 13 of 17\n31, 2022, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2022, IF the person to whom\nhousehold owed as of December 31, 2022, if the person to whom your spouse and/or any dependent child(ren) residing in\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2022,\nPage 14 of 17\nresiding in your household and were forgiven at any time during 2022, excluding debts forgiven by a person who is, by blood\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2022 by any legislative\nyou received at any time during 2022 from any person having a direct interest in a matter before the governmental body by\nresiding in your household at any time during 2022 by any legislative agent or executive agent (lobbyist).\nPage 15 of 17\nprovided to your spouse and/or dependent child(ren) residing in your household at any time during 2022 by any person\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2022 by any person having\nresiding in your household at any time during 2022 by any person having a direct interest in a matter before the\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2022, own anything that you\nhave not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2022?\nPage 16 of 17\nI, Sophia B Capone, certify under the pains and penalties of perjury that:\nSubmitted: 04/27/2023\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022\nPage 17 of 17", null, null]], "columns": ["type", "key", "title", "timestamp", "category", "is_public", "search_1", "search_2", "search_3"], "primary_keys": ["type", "key"], "primary_key_values": ["sfi.db/filings", "36454"], "units": {}, "query_ms": 1.0390616953372955, "source": "State Ethics Commission", "source_url": "https://www.mass.gov/file-or-view-statements-of-financial-interests-sfi", "license": "ODbL", "license_url": "https://opendatacommons.org/licenses/odbl/"}