search_index: sfi.db/filings, 38533
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 38533 | Charles C Hipwood 2023 | 2023-01-01T00:00:00 | 1 | Statement of Financial Interests for 2023 Hipwood Charles C (617) 723-4920 chipwood@mass-ventures.com You indicated that you did have a spouse residing in your household during 2023. You indicated that you did have dependent child(ren) residing in your household during 2023. Page 1 of 29 Massachusetts Technology Development Corporation (MassVentures) 308 Congress Street, 5th Floor, Boston, MA, 02210, Vice President 02/20/2017 Massachusetts Technology Development Corporation (MassVentures) 308 Congress Street, 5th Floor, Boston, MA, 02210, CEO 02/05/2020 Massachusetts Technology Development Corporation (MassVentures) 1075 Main Street, Suite 100, Waltham, MA, 02451, CEO 02/05/2020 to which you provided services, at any time during 2023, whether compensated or not, and whether full- or part-time. services, at any time during 2023, whether compensated or not, and whether full- or part-time. any time during 2023, whether compensated or not, and whether full- or part-time, and provide the required information Page 2 of 29 6. Identify any Business from which you were on a leave of absence at any time during 2023, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Clypd, Inc 212 Elm Street, Sommerville, MA, 02144, US Employee AT&T 212 Elm Street, Somerville, MA, 02144, US Employee Meet Mable 34 Farnsworth St, Boston, MA, 02210, US Employee Reprise 407 Marlborough Street, Boston, MA, 02115, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and Page 3 of 29 during 2023, and provide the required information for each. Meet Mable 34 Farnsworth Street, Boston, MA, 02210, US EMFI 6 Liberty Sq, PMB 98036, Boston, MA, 02109, US dependent child(ren) residing in your household during 2023, 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 2023, whether an officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and Page 4 of 29 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2023, F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate Page 5 of 29 31, 2023, 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 2023, and provide the required was a beneficiary, at any time during 2023, and provide the required information for each piece of Real Estate transferred. Page 6 of 29 2023, 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, 2023, 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, 2023, and which had a fair Page 7 of 29 dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 8 of 29 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Amazon.com, Inc. - Common Stock(AMZN) F, S/C PowerShares QQQ Trust, Series 1(QQQ) F, S/C SPDR S&P 500(SPY) F, S/C NVIDIA Corporation Common Stock(NVDA) F, S/C Netflix, Inc. Common Stock(NFLX) F, S/C Alibaba Group Holding Limited American Depositary Shares each representing one Ordinary share(BABA) F, S/C Page 9 of 29 Tesla Motors, Inc. - Common Stock(TSLA) F, S/C Apple Inc. Common Stock(AAPL) F, S/C Alphabet Inc. Class A Common Stock(GOOGL) F, S/C Alphabet Inc. Class C Capital Stock(GOOG) F, S/C PowerShares S&P 500 Low Volatility Portfolio ETF(SPLV) F, S/C Schwab Emerging Markets Equity ETF(SCHE) F, S/C Schwab International Equity ETF(SCHF) F, S/C Schwab US Aggregate Bond ETF(SCHZ) F, S/C Page 10 of 29 Nuveen Real Asset Income Fd Cl A(NRIAX) F, S/C Bank of America Corporation Common Stock(BAC) F, S/C Berkshire Hathaway Inc. New Common Stock(BRK.B) F, S/C Black Knight Inc. F, S/C Common Stock Florida 601 Riverside Avenue, Jacksonville, FL, 32204, US Booking Holdings F, S/C Common Stock Connecticut 800 Connecticut Avenue , Norwalk, CT, 06854, US Charles Schwab Corporation (The) Common Stock(SCHW) F, S/C Cisco Systems, Inc. - Common Stock(CSCO) F, S/C Constellation Brands, Inc. Common Stock(STZ) F, S/C Page 11 of 29 Crown Castle International Corp. (REIT) Common Stock(CCI) F, S/C CVS Health Corporation Common Stock(CVS) F, S/C EOG Resources, Inc. Common Stock(EOG) F, S/C FNF Group of Fidelity National Financial, Inc. Common Stock(FNF) F, S/C Fortive Corp F, S/C Hilton Worldwide Holdings Inc. Common Stock(HLT) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C Lockheed Martin Corporation Common Stock(LMT) F, S/C Common Stock Washington 6920 Seaway Blvd, Everett, WA, 98203, US Page 12 of 29 McCormick & Company, Incorporated Common Stock(MKC) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C ResMed Inc. Common Stock(RMD) F, S/C ROKU F, S/C Sensata Technologies Holding N.V. Ordinary Shares(ST) F, S/C Sherwin-Williams Company (The) Common Stock(SHW) F, S/C Spotify Technologies F, S/C Common Stock California 150 Winchester Cr., LOS GATOS, CA, 95032, US Common Stock Sweden Regeringsgatan 19 , Stockholm, SE-111 53 Sweden Page 13 of 29 Stryker Corporation Common Stock(SYK) F, S/C TJX Companies, Inc. (The) Common Stock(TJX) F, S/C The Travelers Companies, Inc. Common Stock(TRV) F, S/C Visa Inc.(V) F, S/C Walt Disney Company (The) Common Stock(DIS) F, S/C Zoetis Inc. Class A Common Stock(ZTS) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares Nasdaq Biotechnology Index Fund(IBB) F, S/C Page 14 of 29 iShares National AMT-Free Muni Bond ETF(MUB) F, S/C JPMorgan Diversified Return International Equity ETF(JPIN) F, S/C SPDR Nuveen Barclays Municipal Bond ETF(TFI) F, S/C SPDR Nuveen Barclays Short Term Municipal Bond ETF(SHM) F, S/C Baron Emerging Markets Fd Inst Shs(BEXIX) F, S/C Harding Loevner Institutional Emerging Market Portfolio- Class I(HLMEX) F, S/C Lazard International Strategic Equity Ptf Insti Shs(LISIX) F, S/C TIAA-CREF Real Estate Securities Fund Inst(TIREX) F, S/C Page 15 of 29 iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares MSCI USA Momentum Factor ETF(MTUM) F, S/C Vanguard REIT ETF - DNQ(VNQ) F, S/C DoubleLine Total Return Bond Fund Class I(DBLTX) F, S/C The Hartford International Value Fund Class Y(HILYX) F, S/C Lazard International Strategic Equity Ptf Insti Shs(LISIX) F, S/C Metropolitan West Total Return Bond Fd Cl I(MWTIX) F, S/C iRobot Corporation Common Stock(IRBT) F, S/C Page 16 of 29 Novartis AG Common Stock(NVS) F, S/C Nintendo LTD F, S/C iShares Core U.S. Aggregate Bond ETF(AGG) F, S/C iShares Core MSCI EAFE ETF(IEFA) F, S/C iShares Core MSCI Emerging Markets ETF(IEMG) F, S/C Nuveen Real Asset Income Fd Cl A(NRIAX) F, S/C iShares MSCI USA Minimum Volatility ETF(USMV) F, S/C Accenture plc. Class A Ordinary Shares (Ireland) (ACN) F, S/C Common Stock Japan 11-1 Kamitobahokotatec ho, Minami-Ku Kyoto, 601-8501 Japan Page 17 of 29 Adobe Systems Incorporated Common Stock(ADBE) F, S/C Applied Finance Select Institutional F, S/C Colgate-Palmolive Company Common Stock(CL) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C Medtronic plc. Ordinary Shares(MDT) F, S/C RBC Emerging Markets Equity Fund Cl I(REEIX) F, S/C Shopify Inc. Class A Subordinate Voting Shares(SHOP) F, S/C SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index -- symbol SML)(SLY) F, S/C Common Stock New Hampshire 50 Nashua Rd, Londonderry, NH, 03053, US Page 18 of 29 SPDR S&P 600 Small Cap Growth ETF (based on S&P SmallCap 600 Growth Index -symbol CGK) (SLYG) F, S/C SPDR Blackstone GSO Senior Loan ETF(SRLN) F, S/C Touchstone Total Return Bond Class Institutional(TCP NX) F, S/C Westwood SmallCap Value Fund Institutional Class(WHGSX) F, S/C Xylem Inc. Common Stock New(XYL) F, S/C Kytopen Salesforce.com Inc Common Stock(CRM) F, S/C Coinbase Global F, S/C Preferred Stock Massachusetts 501 Massachusetts Ave, Cambridge, MA, 02139, US Common Stock Deleware 100 Pine Street Suite 1250 , San Francisco , CA, 94111, US Page 19 of 29 Eaton Vance Atlanta Capital Focused Growth Fund - Class I(EILGX) F, S/C Ishares MSCI Emerging Markets ETF F, S/C Fiserv, Inc. Common Stock(FISV) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C SPDR Portfolio S&P 600 Small Cap ETF F, S/C Western Asset Core Bond Fund Class I(WATFX) F, S/C Applied Materials, Inc. Common Stock(AMAT) F, S/C Vanguard Short-Term Bond ETF(BSV) F, S/C Common Stock Maryland 2405 YORK ROAD, Lutherville, MD, 21093, US Common Stock Massachusetts One Iron Street, Boston, MA, 02210, US Page 20 of 29 Costco Wholesale Corporation Common Stock(COST) F, S/C Danaher Corporation Common Stock(DHR) F, S/C Ginkgo Bioworks F, S/C Fidelity Cash Reserves(FDRXX) F, S/C iShares Core S&P Total U.S. Stock Market ETF(ITOT) F, S/C S&P Global Inc (SPGI) F, S/C Westcore Small-Cap Growth Fund Inst Cl(WISGX) F, S/C SPDR Select Sector Fund Energy Select Sector(XLE) F, S/C Common Stock Massachusetts 27 Drydock Ave , 8th Floor, Boston, MA, 02210, US Common Stock New York 55 Water Street, New York, NY, 10041, US Page 21 of 29 Calvert World Values Fd International Equity Fd Cl I(CWVIX) F, S/C iShares Core U.S. Treasury Bond ETF(GOVT) F, S/C Kenvue (KVUE) F, S/C FlexShares US Quality Large Cap Index Fund(QLC) F, S/C Roper Technologies, Inc. Common Stock(ROP) F, S/C Vanguard Tax-Exempt Bond ETF(VTEB) F, S/C Sandoz Group (SDZNY) ALPS/Smith (SMTHX) Common Stock New Jersey 199 Grandview Rd, Skillman, NJ, 08558, US F, S/C ADR (American Depository Receipt) Switzerland Forum 1 Novartis Campus, Basel, Switzerland 4056 F, S/C Common Stock Colorado 1290 Broadway #1100 , Denver, CO, 80203, US Page 22 of 29 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Kytopen Preferred Stock Massachusetts 501 Mass Ave, Cambridge, MA, 02129, US FRNDLY TV Preferred Stock Colorado 1694 S. Madison, Denver, CO, 80210, US SQUARK AI Preferred Stock Massachusetts 67 S Bedford St Suite 400W, Burlington, MA, 01803, US Tenth, Inc. Preferred Stock Deleware 1209 Organge Street, Wilmington, DE, 19801, US CLIPr Preferred Stock Deleware 1123 14th Avenue #3 , Seattle, WA, 98122, US Page 23 of 29 Labviva Inc. Preferred Stock Massachusetts 164 Canal Street, Boston, MA, 02114, US Reprise Preferred Stock Massachusetts 407 Marlborough St, Boston, MA, 02115, US EMFI Common Stock Massachusetts 6 Liberty Sq, PMB 98036, Boston, MA, 02109, US 27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a December 31, 2023, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Page 24 of 29 than $1,000 was owed as of December 31, 2023, where the creditor (person who loaned you the money) is not, by blood Rockland Trust 2036 Washington Street, Hanover, MA, 02339, US 30 years 3 2052 Primary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and 31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and Page 25 of 29 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2023, IF the person to whom household owed as of December 31, 2023, 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 2023, residing in your household and were forgiven at any time during 2023, excluding debts forgiven by a person who is, by blood Page 26 of 29 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2023 by any legislative you received at any time during 2023 from any person having a direct interest in a matter before the governmental body by residing in your household at any time during 2023 by any legislative agent or executive agent (lobbyist). provided to your spouse and/or dependent child(ren) residing in your household at any time during 2023 by any person 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2023 by any person having Page 27 of 29 residing in your household at any time during 2023 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 2023, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2023? Page 28 of 29 I, Charles C Hipwood, certify under the pains and penalties of perjury that: Submitted: 02/02/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 29 of 29 |