search_index: sfi.db/filings, 36513
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| sfi.db/filings | 36513 | Vickie L Henry 2022 | 2022-01-01T00:00:00 | 1 | Statement of Financial Interests for 2022 Henry Vickie L (617) 626-7940 vickie.henry@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2022. You indicated that you did have dependent child(ren) residing in your household during 2022. Page 1 of 23 Massachusetts Appeals Court John Adams Courthouse, One Pemberton Square, Boston, MA, 02108, US Associate Justice 12/22/2015 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? Federal U.S. Congress Hon. Jake Auchincloss, 1524 Longworth House Office Building, Washington, D.C, DC, 20515, US Intern any time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information Boston University School of Law 765 Commonwealth Ave., Boston, MA, 02215, US Employee $5,001 to 10,000 Page 2 of 23 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, Wee Care JP รพ 305 Lamartine Street, Jamaica Plain, MA, 02130, US Consultant Wee Care JP 305 Lamartine , Jamaica Plain, MA, 02130, US Employee Hornblower Cruises and Events, LLC 1 Long Wharf, Boston, MA, 02110, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and during 2022, and provide the required information for each. Page 3 of 23 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 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 23 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 23 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 23 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 23 agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any Page 8 of 23 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 Fidelity Investments F, S/C Mutual Fund Boston, MA 155 Congress Street, Boston, MA, 02110, US Calvert Global Water Fund Class A(CFWAX) F, S/C Fidelity Advisor New Insights Class A @ FNIAX F, S/C Common Stock Delaware 82 Devonshire Street, Boston, MA, 02109, US Elizabeth Lindholm F, S/C Debt owed Massachusetts 18 Jerome Street, Boston, MA, 02125, US Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) F, S/C Laurie Gobeil F, S/C Loan 64 Carrie Ann Lane, Fitchburg, MA, 01420, US Page 9 of 23 BlueHub Loan Fund, Inc. F, S/C Promissory Note Massachusetts 10 Malcolm X Boulevard, Boston, MA, 02119, US Eastern Bank Corporation F, S/C Common Stock Massachusetts 265 Franklin Street, Boston, MA, 02110, US Vanguard Total Stock Market ETF(VTI) F, S/C Gingko Bioworks F, S/C Common Stock Delaware 27 Drydock Ave 8th Floor, Boston, MA, 02210, US Calvert Social Index Srs, Calvert Social Index Fd Cl A(CSXAX) Calvert Global Water Fund Class A(CFWAX) Fidelity Insti Money Market Funds Money Market Port Inst Cl(FNSXX) F, S/C Janus Henderson Funds JIGFX Mutual Fund Boston MA 53 State St 21st , Boston, MA, 02108, US Page 10 of 23 John Hancock Fds II, Alternative Asset Allocation Fund Class I(JAAIX) Thrivent Mid Cap Stock Fund Class I(TMSIX) Thrivent Small Cap Stock Fund Class I(TSCSX) Vanguard Dividend Appreciation ETF VIG ASG Managed Futures Strategy Fund Class Y(ASFYX) F, S/C American Century Small Cap Growth Fund - Inst Cl(ANONX) F, S/C FPA Queens Road Small Cap QRSAX Goldman Sachs Equal Weight US Large Cap GSEW ETF Mulvern PA 100 Vanguard Blvd, Mulvern, PA, 19355, US F, S/C Mutual Fund California 11601 Wilshire Boulevard, Suite 1200, Los Angeles, CA, 90025, US F, S/C Mutual Fund Delaware 125 High Street #1700, Boston, MA, 02110, US Page 11 of 23 iShares 7-10 Year Treasury Bond ETF(IEF) F, S/C Mainstay Mackay Short Duration High Yield F, S/C New World Fund, Inc., Class F-2 Shs(NFFFX) F, S/C Nuveen Massachusetts Muni Bd Fd Cl R(NBMAX) F, S/C SPDR Select Sector Fund Health Care(XLV) F, S/C T. Rowe Price New America Growth Fd(PRWAX) F, S/C Thornburg Strategic Income Fund Class I Shs(TSIIX) F, S/C High Yield Debt Securities Delaware 38 Chauncy St 11th floor, Boston, MA, 02108, US Page 12 of 23 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 Marsh & McLennan Companies, Inc. Common Stock(MMC) BlackRock Global Alloc C(MCLOX) Calvert Aggressive Allocation Fund Class A(CAAAX) Invesco S&P 500 Index Fund Class A(SPIAX) Calvert US Large Cap Core Mutual Fund Missouri P.O. Box 219544, Kansas City, MO, 64121 9544, US Page 13 of 23 Calvert Small Cap Value Class A(CCVAX) Ivy Asset Strategy Fund Class C(WASCX) Calvert Aggressive Allocation Fund Class A(CAAAX) Hartford Capital Appreciation Fund Class A(ITHAX) Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) BlackRock Global Alloc A(MDLOX) Page 14 of 23 Sun Initiative Financing LLC Note Massachusetts 10 Malcolm X Boulevard, Boston, MA, 02119, US Eastern Bank Corporation Common Stock Massachusetts 265 Franklin Street, Boston, MA, 02110, US Mutual Fund Missouri P.O. Box 219544, Kansas City, MO, 64121, US Mutual Fund Missouri P.O. Box 219544, Kansas City, MO, 64121 9544, US Ivy Asset Strategy Fund Class A(WASAX) Calvert US Large Cap Core Responsible Index Amana Growth Fund Institutional Class(AMIGX) CSVIX Page 15 of 23 MFS Blended Research International Equity Fund - Class I(BRXIX) MFS Diversified Target Return Fund Class I(DVRIX) Neuberger Berman Large Cap Value Fd Inst Cl(NBPIX) New World Fund, Inc., Class F-2 Shs(NFFFX) Parnassus Mid Cap Fund - Investor Shares(PARMX) MFS Aggressive Growth Allocation Fund - Class C(MCAGX) Page 16 of 23 27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a Page 17 of 23 December 31, 2022, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Name of Issuer Description of Principal Place of Business or Investment State of Incorporation Common Stock Clearbridge Select CL I Goldman Sachs GQG Partners Opptys GSINX Eastern Bank Corporation Issuer Address Name of Trust Massachusetts 83 May Street, Jamaica Plain, MA, 02130, US The Vickie L. Henry Irrevocable Trust 2001 Mutual Fund Delaware 82 Devonshire Street, Boston, MA, 02109, US Mutual Fund Delaware 125 High Street #1700, Boston, MA, 02110, US AMG Yacktman Fund(YACKX) Touchstone Midcap Fund Class Y(TMCPX) Page 18 of 23 than $1,000 was owed as of December 31, 2022, where the creditor (person who loaned you the money) is not, by blood Mr. Cooper P.O. Box 650783, Dallas, TX, 75265 0783, US 15 3 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 19 of 23 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 20 of 23 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 21 of 23 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 22 of 23 I, Vickie L Henry, certify under the pains and penalties of perjury that: Submitted: 04/24/2023 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022 Page 23 of 23 |