search_index: sfi.db/filings, 36837
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 36837 | Anne S Simmons 2022 | 2022-01-01T00:00:00 | 1 | Statement of Financial Interests for 2022 Simmons Anne S (617) 483-2015 Contact Email : 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 31 Office of Governor of the Commonwealth 24 Beacon Street, Boston, MA, 02133, US Senior Consultant 07/18/2016 $60,001 to 100,000 Office of Governor of the Commonwealth 24 Beacon Street, Boston, MA, 02133, US Associate Chief of Staff 11/20/2017 $60,001 to 100,000 Office of Governor of the Commonwealth 24 Beacon Street, Boston, MA, 02133, US Deputy Chief of Staff 10/01/2018 Office of Governor of the Commonwealth 24 Beacon St, Boston, MA, 02133, US Deputy Legal Counsel 09/06/2021 01/04/2023 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. Page 2 of 31 any time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information 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, Cathartes 100 Summer St., Ste. 1600, Boston, MA, 02110, 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 Stone Acres Farm LLC 381 North Main St, Stonington, CT, 06378, US 3% Page 3 of 31 during 2022, and provide the required information for each. Stone Acres Farm LLC 381 North Main Street, Stonington, CT, 06378, US 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 Page 4 of 31 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2022, 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 31 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 31 2022, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the greater than $1,000, on which, as of December 31, 2022, your spouse and/or any dependent child(ren) residing in your agencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair Page 7 of 31 dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2022, and which agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which you were a beneficiary, whether agencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any Page 8 of 31 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2022, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) iShares Russell 1000 ETF(IWB) UnitedHealth Group Incorporated Common Stock (DE) (UNH) Deutsche Bank AG Common Stock(DB) Amdocs Limited Ordinary Shares(DOX) Dolby Laboratories Common Stock(DLB) Page 9 of 31 Microsoft Corporation Common Stock(MSFT) Visa Inc.(V) Alphabet Inc. Class A Common Stock(GOOGL) Walt Disney Company (The) Common Stock(DIS) Garmin Ltd. Common Stock(GRMN) Nike, Inc. Common Stock(NKE) O'Reilly Automotive, Inc. - Common Stock(ORLY) Thor Industries, Inc. Common Stock(THO) Page 10 of 31 Charles Schwab Corporation (The) Common Stock(SCHW) CME Group Inc. Class A Common Stock(CME) Public Storage Common Stock(PSA) US Bancorp Del Dep Shs Repstg 1/1000th Perp Pfd Ser H(USB$O) Carlisle Companies Incorporated Common Stock(CSL) Hologic, Inc. Common Stock(HOLX) Sanofi American Depositary Shares (Each repstg one-half of one ordinary share) (SNY) Stryker Corporation Common Stock(SYK) Page 11 of 31 SPDR Barclays Emerging Markets Local Bond ETF(EBND) Vanguard Mortgage-Backed Securities ETF(VMBS) Vanguard Short-Term Treasury Fund(VFISX) SPDR Barclays Short Term Corporate Bond ETF(SCPB) F, S/C Meta Platforms Inc PayPal Holdings, Inc. - Common Stock(PYPL) Common Stock CA Willow Rd, Menlo Park, CA, 94025, Page 12 of 31 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 Stone Acres Farm LLC Connecticut PO Box 96, Stonington, CT, 06378, US SPDR Nuveen Barclays Municipal Bond ETF(TFI) SPDR Nuveen Barclays Short Term Municipal Bond ETF(SHM) iShares 1-3 Year Credit Bond ETF(CSJ) SPDR Barclays Short Term International Treasury Bond ETF(BWZ) Page 13 of 31 Nike, Inc. Common Stock(NKE) Visa Inc.(V) 3M Company Common Stock(MMM) Internationa Flavors & Fragrances, Inc. Common Stock(IFF) Microsoft Corporation Common Stock(MSFT) IPG Photonics Corporation Common Stock(IPGP) Page 14 of 31 CME Group Inc. Class A Common Stock(CME) Avago Technologies Limited - Ordinary Shares(AVGO) iShares Floating Rate Bond ETF(FLOT) M&T Bank Corporation Common Stock(MTB) Amdocs Limited Ordinary Shares(DOX) Southern Company (The) Common Stock(SO) Page 15 of 31 Weyerhaeuser Company Common Stock(WY) Dolby Laboratories Common Stock(DLB) Thor Industries, Inc. Common Stock(THO) Intel Corporation Common Stock(INTC) Polaris Industries Inc. Common Stock(PII) iShares TIPS Bond ETF(TIP) Page 16 of 31 CVS Health Corporation Common Stock(CVS) O'Reilly Automotive, Inc. Common Stock(ORLY) Stryker Corporation Common Stock(SYK) Exxon Mobil Corporation Common Stock(XOM) QUALCOMM Incorporated Common Stock(QCOM) Autoliv, Inc. Common Stock(ALV) Page 17 of 31 Syngenta AG Common Stock(SYT) Check Point Software Technologies Ltd. Ordinary Shares(CHKP) SPDR Barclays Emerging Markets Local Bond ETF(EBND) ABB Ltd Common Stock(ABB) Toronto Dominion Bank (The) Common Stock(TD) iShares MBS ETF(MBB) Page 18 of 31 RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) (RELX) Canadian Natural Resources Limited Common Stock(CNQ) SPDR Nuveen Barclays Municipal Bond ETF(TFI) SPDR Nuveen Barclays Short Term Municipal Bond ETF(SHM) Vanguard Mortgage-Backed Securities ETF(VMBS) iShares 1-3 Year Credit Bond ETF(CSJ) Page 19 of 31 Charles Schwab Corporation (The) Common Stock(SCHW) iShares Floating Rate Bond ETF(FLOT) Stryker Corporation Common Stock(SYK) Hologic, Inc. Common Stock(HOLX) Internationa Flavors & Fragrances, Inc. Common Stock(IFF) Alphabet Inc. Class A Common Stock(GOOGL) Page 20 of 31 Varian Medical Systems, Inc. Common Stock(VAR) IPG Photonics Corporation Common Stock(IPGP) Southern Company (The) Common Stock(SO) Ambev S.A. American Depositary Shares (Each representing 1 Common Share) (ABEV) Carlisle Companies Incorporated Common Stock(CSL) Deutsche Bank AG Common Stock(DB) Page 21 of 31 Smiths Group plc ADR (American Depository Receipt) United Kingdom 11-12 St. James Square, London, UK Secom co ltd ADR (American Depository Receipt) Tokyo 5-1, Jingumae 1-chome Shibuya-ku, Tokyo Japan ADR (American Depository Receipt) Stafa Switzerland Laubisrütistrasse 28, 8712, Stafa Switzerland RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) (RELX) Check Point Software Technologies Ltd. Ordinary Shares(CHKP) Sonova Holding AG Canadian Natural Resources Limited Common Stock(CNQ) Page 22 of 31 SPDR Barclays Short Term Corporate Bond ETF(SCPB) iShares 0-5 Year TIPS Bond ETF(STIP) Vanguard Short-Term Government ETF(VGSH) Vanguard Mortgage-Backed Securities ETF(VMBS) Vanguard Tax-Exempt Bond ETF(VTEB) Canadian Natural Resources Limited Common Stock(CNQ) Page 23 of 31 Walt Disney Company (The) Common Stock(DIS) Grupo Aeroportuario Del Pacifico, S.A. B. de C.V. Grupo Aeroportuario Del Pacifico, S.A. de C.V. (each representing 10 Series B shares) (PAC) O'Reilly Automotive, Inc. Common Stock(ORLY) CSL Ltd. ADR (American Depository Receipt) Parkville, Australia 45 Poplar Rd, Parkville, VIC 3052, Australia Fuchs Petrolub SE ADR (American Depository Receipt) Mannheim, Germany Friesenheimer Str. 17, 68169 Mannheim, Germany Deutsche Post AG ADR (American Depository Receipt) Bonn Germany Platz der Deutschen Post, 53113 Bonn Page 24 of 31 Landstar System, Inc. - Common Stock(LSTR) Garmin Ltd. Common Stock(GRMN) Public Storage Common Stock(PSA) Sanofi American Depositary Shares (Each repstg one-half of one ordinary share) (SNY) UnitedHealth Group Incorporated Common Stock (DE)(UNH) Broadcom Corporation - Class A Common Stock(BRCM) Page 25 of 31 Southern Company (The) Common Stock(SO) Simpson Manufacturing Company, Inc. Common Stock(SSD) Broadcom Corporation - Class A Common Stock(BRCM) Reynolds American Inc Common Stock(RAI) Meta platforms Inc Common Stock CA Willow Rd, Menlo Park, CA, 94025, US 27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a Page 26 of 31 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 Leader Bank 141 Mass. Ave, Arlington, MA, 02476, US 30 years 4.15 2048 Primary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and Page 27 of 31 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 28 of 31 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 29 of 31 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 30 of 31 I, Anne S Simmons, certify under the pains and penalties of perjury that: Submitted: 04/30/2023 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022 Page 31 of 31 |