{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "36837", "Anne S Simmons 2022", "2022-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2022\nSimmons\nAnne S\n(617) 483-2015\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2022.\nYou indicated that you did have dependent child(ren) residing in your household during 2022.\nPage 1 of 31\nOffice of Governor\nof the\nCommonwealth\n24 Beacon Street, Boston,\nMA, 02133, US\nSenior\nConsultant\n07/18/2016\n$60,001 to\n100,000\nOffice of Governor\nof the\nCommonwealth\n24 Beacon Street, Boston,\nMA, 02133, US\nAssociate\nChief of Staff\n11/20/2017\n$60,001 to\n100,000\nOffice of Governor\nof the\nCommonwealth\n24 Beacon Street, Boston,\nMA, 02133, US\nDeputy Chief\nof Staff\n10/01/2018\nOffice of Governor\nof the\nCommonwealth\n24 Beacon St, Boston, MA,\n02133, US\nDeputy Legal\nCounsel\n09/06/2021 01/04/2023\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.\nPage 2 of 31\nany time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information\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,\nCathartes\n100 Summer St., Ste. 1600,\nBoston, MA, 02110, US\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and\nPercentage of stock\nStone Acres Farm LLC\n381 North Main St,\nStonington, CT, 06378, US\n3%\nPage 3 of 31\nduring 2022, and provide the required information for each.\nStone Acres Farm LLC\n381 North Main Street, Stonington, CT, 06378, US\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\nPage 4 of 31\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2022,\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 31\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 31\n2022, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the\ngreater than $1,000, on which, as of December 31, 2022, your spouse and/or any dependent child(ren) residing in your\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair\nPage 7 of 31\ndependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2022, and which\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which you were a beneficiary, whether\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any\nPage 8 of 31\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2022, and which\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nGoldman Sachs\nActiveBeta U.S.\nLarge Cap Equity\nETF(GSLC)\niShares Russell\n1000 ETF(IWB)\nUnitedHealth\nGroup\nIncorporated\nCommon Stock (DE)\n(UNH)\nDeutsche Bank AG\nCommon Stock(DB)\nAmdocs Limited Ordinary\nShares(DOX)\nDolby\nLaboratories\nCommon Stock(DLB)\nPage 9 of 31\nMicrosoft\nCorporation Common\nStock(MSFT)\nVisa Inc.(V)\nAlphabet Inc. Class A Common\nStock(GOOGL)\nWalt Disney\nCompany (The)\nCommon Stock(DIS)\nGarmin Ltd. Common\nStock(GRMN)\nNike, Inc. Common\nStock(NKE)\nO'Reilly\nAutomotive, Inc.\n- Common\nStock(ORLY)\nThor Industries,\nInc. Common\nStock(THO)\nPage 10 of 31\nCharles Schwab\nCorporation (The)\nCommon\nStock(SCHW)\nCME Group Inc. Class A Common\nStock(CME)\nPublic Storage\nCommon Stock(PSA)\nUS Bancorp Del\nDep Shs Repstg\n1/1000th Perp Pfd\nSer H(USB$O)\nCarlisle\nCompanies\nIncorporated\nCommon Stock(CSL)\nHologic, Inc. Common\nStock(HOLX)\nSanofi American\nDepositary Shares\n(Each repstg\none-half of one\nordinary share)\n(SNY)\nStryker\nCorporation\nCommon Stock(SYK)\nPage 11 of 31\nSPDR Barclays\nEmerging Markets\nLocal Bond\nETF(EBND)\nVanguard\nMortgage-Backed\nSecurities\nETF(VMBS)\nVanguard\nShort-Term\nTreasury\nFund(VFISX)\nSPDR Barclays\nShort Term\nCorporate Bond\nETF(SCPB)\nF, S/C\nMeta Platforms\nInc\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nCommon Stock\nCA\nWillow Rd, Menlo\nPark, CA, 94025,\nPage 12 of 31\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\nStone Acres Farm\nLLC\nConnecticut\nPO Box 96, Stonington,\nCT, 06378, US\nSPDR Nuveen\nBarclays Municipal\nBond ETF(TFI)\nSPDR Nuveen\nBarclays Short Term\nMunicipal Bond\nETF(SHM)\niShares 1-3 Year\nCredit Bond\nETF(CSJ)\nSPDR Barclays Short\nTerm International\nTreasury Bond\nETF(BWZ)\nPage 13 of 31\nNike, Inc. Common\nStock(NKE)\nVisa Inc.(V)\n3M Company Common\nStock(MMM)\nInternationa\nFlavors &\nFragrances, Inc.\nCommon Stock(IFF)\nMicrosoft\nCorporation Common Stock(MSFT)\nIPG Photonics\nCorporation Common Stock(IPGP)\nPage 14 of 31\nCME Group Inc. Class A Common\nStock(CME)\nAvago Technologies\nLimited - Ordinary\nShares(AVGO)\niShares Floating\nRate Bond ETF(FLOT)\nM&T Bank\nCorporation Common\nStock(MTB)\nAmdocs Limited Ordinary\nShares(DOX)\nSouthern Company\n(The) Common\nStock(SO)\nPage 15 of 31\nWeyerhaeuser\nCompany Common\nStock(WY)\nDolby Laboratories\nCommon Stock(DLB)\nThor Industries,\nInc. Common\nStock(THO)\nIntel Corporation Common Stock(INTC)\nPolaris Industries\nInc. Common\nStock(PII)\niShares TIPS Bond\nETF(TIP)\nPage 16 of 31\nCVS Health\nCorporation Common\nStock(CVS)\nO'Reilly\nAutomotive, Inc. Common Stock(ORLY)\nStryker Corporation\nCommon Stock(SYK)\nExxon Mobil\nCorporation Common\nStock(XOM)\nQUALCOMM\nIncorporated Common Stock(QCOM)\nAutoliv, Inc.\nCommon Stock(ALV)\nPage 17 of 31\nSyngenta AG Common\nStock(SYT)\nCheck Point\nSoftware\nTechnologies Ltd. Ordinary\nShares(CHKP)\nSPDR Barclays\nEmerging Markets\nLocal Bond\nETF(EBND)\nABB Ltd Common\nStock(ABB)\nToronto Dominion\nBank (The) Common\nStock(TD)\niShares MBS\nETF(MBB)\nPage 18 of 31\nRELX PLC PLC\nAmerican Depositary\nShares (Each\nrepresenting One\nOrdinary Share)\n(RELX)\nCanadian Natural\nResources Limited\nCommon Stock(CNQ)\nSPDR Nuveen\nBarclays Municipal\nBond ETF(TFI)\nSPDR Nuveen\nBarclays Short Term\nMunicipal Bond\nETF(SHM)\nVanguard\nMortgage-Backed\nSecurities\nETF(VMBS)\niShares 1-3 Year\nCredit Bond\nETF(CSJ)\nPage 19 of 31\nCharles Schwab\nCorporation (The)\nCommon Stock(SCHW)\niShares Floating\nRate Bond ETF(FLOT)\nStryker Corporation\nCommon Stock(SYK)\nHologic, Inc. Common Stock(HOLX)\nInternationa\nFlavors &\nFragrances, Inc.\nCommon Stock(IFF)\nAlphabet Inc. Class A Common\nStock(GOOGL)\nPage 20 of 31\nVarian Medical\nSystems, Inc.\nCommon Stock(VAR)\nIPG Photonics\nCorporation Common Stock(IPGP)\nSouthern Company\n(The) Common\nStock(SO)\nAmbev S.A. American\nDepositary Shares\n(Each representing\n1 Common Share)\n(ABEV)\nCarlisle Companies\nIncorporated Common\nStock(CSL)\nDeutsche Bank AG\nCommon Stock(DB)\nPage 21 of 31\nSmiths Group plc\nADR (American Depository\nReceipt)\nUnited Kingdom\n11-12 St. James Square,\nLondon, UK\nSecom co ltd\nADR (American Depository\nReceipt)\nTokyo\n5-1, Jingumae 1-chome\nShibuya-ku, Tokyo Japan\nADR (American Depository\nReceipt)\nStafa Switzerland\nLaubisr\u00fctistrasse 28,\n8712, Stafa Switzerland\nRELX PLC PLC\nAmerican Depositary\nShares (Each\nrepresenting One\nOrdinary Share)\n(RELX)\nCheck Point\nSoftware\nTechnologies Ltd. Ordinary\nShares(CHKP)\nSonova Holding AG\nCanadian Natural\nResources Limited\nCommon Stock(CNQ)\nPage 22 of 31\nSPDR Barclays Short\nTerm Corporate Bond\nETF(SCPB)\niShares 0-5 Year\nTIPS Bond ETF(STIP)\nVanguard Short-Term\nGovernment\nETF(VGSH)\nVanguard\nMortgage-Backed\nSecurities\nETF(VMBS)\nVanguard Tax-Exempt\nBond ETF(VTEB)\nCanadian Natural\nResources Limited\nCommon Stock(CNQ)\nPage 23 of 31\nWalt Disney Company\n(The) Common\nStock(DIS)\nGrupo Aeroportuario\nDel Pacifico, S.A.\nB. de C.V. Grupo\nAeroportuario Del\nPacifico, S.A. de\nC.V. (each\nrepresenting 10\nSeries B shares)\n(PAC)\nO'Reilly\nAutomotive, Inc. Common Stock(ORLY)\nCSL Ltd.\nADR (American Depository\nReceipt)\nParkville, Australia\n45 Poplar Rd, Parkville,\nVIC 3052, Australia\nFuchs Petrolub SE\nADR (American Depository\nReceipt)\nMannheim, Germany\nFriesenheimer Str. 17,\n68169 Mannheim, Germany\nDeutsche Post AG\nADR (American Depository\nReceipt)\nBonn Germany\nPlatz der Deutschen Post,\n53113 Bonn\nPage 24 of 31\nLandstar System,\nInc. - Common\nStock(LSTR)\nGarmin Ltd. Common Stock(GRMN)\nPublic Storage\nCommon Stock(PSA)\nSanofi American\nDepositary Shares\n(Each repstg\none-half of one\nordinary share)\n(SNY)\nUnitedHealth Group\nIncorporated Common\nStock (DE)(UNH)\nBroadcom\nCorporation - Class\nA Common\nStock(BRCM)\nPage 25 of 31\nSouthern Company\n(The) Common\nStock(SO)\nSimpson\nManufacturing\nCompany, Inc.\nCommon Stock(SSD)\nBroadcom\nCorporation - Class\nA Common\nStock(BRCM)\nReynolds American\nInc Common\nStock(RAI)\nMeta platforms Inc\nCommon Stock\nCA\nWillow Rd, Menlo Park,\nCA, 94025, US\n27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a\nPage 26 of 31\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\nLeader Bank\n141 Mass. Ave,\nArlington, MA, 02476, US\n30 years\n4.15\n2048\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and\nPage 27 of 31\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 28 of 31\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 29 of 31\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 30 of 31\nI, Anne S Simmons, certify under the pains and penalties of perjury that:\nSubmitted: 04/30/2023\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022\nPage 31 of 31", 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", "36837"], "units": {}, "query_ms": 1.0946765542030334, "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/"}