search_index: sfi.db/filings, 38631
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 38631 | Christopher Guido 2023 | 2023-01-01T00:00:00 | 1 | Statement of Financial Interests for 2023 Guido Christopher (617) 973-2334 chris.guido@mass.gov 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 20 Comptroller of the Commonwealth (OSC) 1 Ashburton Place, Boston, MA, 02108, US BEST Technology Lead 07/21/2014 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 6. Identify any Business from which you were on a leave of absence at any time during 2023, and provide its address. Page 2 of 20 an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Berkshire Partners 35, 200 Clarendon St, Boston, MA, 02116, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and during 2023, and provide the required information for each. 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 Page 3 of 20 an officer, director, or trustee, at any time during 2023, 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, 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, Page 4 of 20 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 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 Page 5 of 20 was a beneficiary, at any time during 2023, and provide the required information for each piece of Real Estate transferred. 2023, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the greater than $1,000, on which, as of December 31, 2023, your spouse and/or any dependent child(ren) residing in your Page 6 of 20 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether Page 7 of 20 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 8 of 20 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Amazon.com, Inc. - Common Stock(AMZN) AT&T Inc.(T) Citigroup Inc. Depositary Shares representing 1/1000 Series C Noncumulative Preferred Stock (United States) (C$C) Dell Technologies Dominion Resources, Inc. Common Stock(D) Frontier Communications Corporation Common Stock(FTR) F, S/C Common Stock TEXAS One Dell Way, Round Rock , TX, 78682, US Page 9 of 20 Stryker Corporation Common Stock(SYK) Verizon Communications Inc. Common Stock(VZ) iShares Currency Hedged MSCI EAFE ETF(HEFA) iShares Core MSCI Emerging Markets ETF(IEMG) iShares National AMT-Free Muni Bond ETF(MUB) iShares Russell 1000 Growth ETF(IWF) iShares Russell 1000 Value ETF(IWD) iShares Russell 2000 Growth ETF(IWO) Page 10 of 20 iShares Russell 2000 Value ETF(IWN) iShares Russell Midcap Growth ETF(IWP) iShares Russell Mid-cap Value ETF(IWS) iShares Short Treasury Bond ETF(SHV) SPDR Barclays International Bond ETF(IBND) Vanguard Short-Term Bond ETF(BSV) Vanguard Total International Stock ETF(VXUS) Thornburg Investment Income Builder Class C(TIBCX) Page 11 of 20 Splunk Inc. Common Stock(SPLK) BlackRock Strategic Municipal Opportunities Fund Cl A1(MDMTX) Destra Preferred and Income Securities Fund Class I(DPIIX) MainStay Tax Free Bond Fund Class I(MTBIX) Nuveen Flagship All-American Muni Bd Fd Cl R Shs(srs of Nuveen Muni Tr(FAARX) Nuveen Flagship Limited Term Municipal Bond Fd Cl R Shs (srs of Nuveen(FLTRX) Transamerica Enhanced Muni Class A(TAMUX) WFA Strategic Municipal Bond Fd Inst(STRIX) Page 12 of 20 Bank of New York Mellon Corporation (The) Common Stock(BK) BlackRock, Inc. Common Stock(BLK) Bristol-Myers Squibb Company Common Stock(BMY) Chevron Corporation Common Stock(CVX) Comcast Corporation Class A Common Stock(CMCSA) ConocoPhillips Common Stock(COP) Digital Realty Trust, Inc. Common Stock(DLR) Hewlett-Packard Company Common Stock(HPQ) Page 13 of 20 JP Morgan Chase & Co. Common Stock(JPM) Johnson & Johnson Common Stock(JNJ) Lockheed Martin Corporation Common Stock(LMT) McDonald's Corporation Common Stock(MCD) Microsoft Corporation Common Stock(MSFT) NextEra Energy, Inc. Common Stock(NEE) Occidental Petroleum Corporation Common Stock(OXY) Pfizer, Inc. Common Stock(PFE) Page 14 of 20 Sempra Energy Common Stock(SRE) TJX Companies, Inc. (The) Common Stock(TJX) and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, 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 15 of 20 than $1,000 was owed as of December 31, 2023, where the creditor (person who loaned you the money) is not, by blood Cambridge Savings Bank 630 Massachusetts Ave, Cambridge, MA, 02139, US 15 3 2025 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 16 of 20 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 17 of 20 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 18 of 20 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 19 of 20 I, Christopher Guido, certify under the pains and penalties of perjury that: Submitted: 02/03/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 20 of 20 |