search_index: sfi.db/filings, 39285
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 39285 | Yvonne Hao 2023 | 2023-01-01T00:00:00 | 1 | Statement of Financial Interests for 2023 Hao Yvonne (857) 262-0157 yvonne.hao@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 26 Executive Office of Housing and Economic Development (EOHED) 100 Cambridge Street, Boston, MA, 02108, US Secretary 01/17/2023 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 26 an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Harvard Law School 1563 Massachusetts Avenue, Cambridge, MA, 02138, US Employee Fairbank Center for Chinese Studies CGIS South Building, 1730 Cambridge Street, Cambridge, MA, 02138, US Manager 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. Page 3 of 26 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2023, whether CarGurus 55 Cambridge Pkwy, Cambridge, MA, 02142, US Director Bose 100 The Mountain Road, Framingham, MA, 01701, US Director $20,001 to 40,000 ZipRecruiter 604 Arizona Avenue, Santa Monica, CA, 90401, US Director Thriveworks 201 Washington St #3520, Boston, MA, 02108, US Director $10,001 to 20,000 Pillar VC 500 Boylston St, 9th Floor, Boston, MA, 02116, US Director $1,001 to 5,000 Flywire 295 Devonshire Street, 4th Floor, Boston, MA, 02110, Director $1,001 to 5,000 an officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and Page 4 of 26 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2023, F, S/C 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 5 of 26 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 6 of 26 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 7 of 26 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 8 of 26 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 9 of 26 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 BCIP Associates IV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Bain Capital Partners XI LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP Venture Associates Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Calibrate Health Inc. Limited Partnership Interest Washington 85 5th Ave, Floor 8, New York, NY, 10003, US Discern.io Limited Partnership Interest Delaware 630 5th Avenue, Suite 2000, New York, NY, 10111, BCIP Associates II - S Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 10 of 26 BC CAV (US Buyout II) Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP Quest AIV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US BCIP AIV LP Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Vibe Biotechnology Inc. Limited Partnership Interest Colorado 47 High St, #505, Bedford, MA, 02155, US EggCo Inc Limited Partnership Interest Delaware Corporation Service Company, 251 Little Falls Drive, Wilmington, DE, 19808, US FreeWill Co Limited Partnership Interest Delaware 175 GREENWICH ST., New York, NY, 10007, US YWCA Met Chicago’s Catalytic Ventures Career Fellowship Limited Partnership Interest Illinois 1 North LaSalle Street, Chicago, IL, 60602, US BCIP Venture Associates II Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 11 of 26 Amazon.com, Inc. - Common Stock(AMZN) Fidelity Advisor Strategic Income Fund: Class I(FSRIX) First Eagle Overseas Fund Class I(SGOIX) Invesco Core Plus Bond Fund Class Y(CPBYX) Janus EnterpriseI Shs(JMGRX) John Hancock Funds III International Growth Fund Class I(GOGIX) Nuveen Santa Barbara Dividend Growth Fund Class R(NSBRX) T. Rowe Price Blue Chip Growth Fund, Inc.(TRBCX) Page 12 of 26 DWS Massachusetts Tax-Free Instl Eaton Vance Massachusetts Municipal Income Fund Class I(EIMAX) Federated Strategic Value Dividend Fund Class IS(SVAIX) Fidelity Advisor International Capital Appreciation Fund: Class I(FCPIX) Janus EnterpriseI Shs(JMGRX) John Hancock Large Cap Value Fund Class I(JLVIX) Pioneer Fundamental Growth Fund Class Y(FUNYX) BCIP Associates Mutual Fund Germany 875 3rd Ave., 26th Floor, New York , NY, 10022, Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Page 13 of 26 BCIP Associates III Gentherm Inc Common Stock(THRM) Vanguard 500 Index Admiral CL (VFIAX) F, S/C Vanguard Total International Stock Index Admiral CL (VTIAX) F, S/C Capital Factory Fellowship Fund LP F, S/C iShares Core S&P Mid-Cap ETF(IJH) iShares National AMT-Free Muni Bond ETF(MUB) iShares S&P 500 Value ETF(IVE) Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, US Limited Partnership Interest TX 701 Brazos Street, Austin, TX, 78701, US Page 14 of 26 BNY Mellon Emerging Markets Fund Investor Shares(MIEGX) DWS Strategic High Yield Tax-Free Insti Invesco High Yield Municipal Fund Class Y(ACTDX) iShares Core US Aggregate Bond ETF Vanguard FTSE Developed Markets ETF(VEA) Vanguard FTSE Emerging Markets ETF(VWO) Vanguard FTSE Developed Markets ETF(VEA) Vanguard Small-Cap ETF DNQ(VB) Mutual Fund Germany Mainzer Landstr. 11-17, 60329 Frankfurt am Main, Germany Mutual Fund California 400 Howard Street, San Francisco, CA, 94105, US Page 15 of 26 BCIP TR Associates IV LP Vanguard Emerging Markets Stock Index Fd Admiral Shs(VEMAX) F, S/C Vanguard Tax-Exempt Money Market Fund(VMSXX) F, S/C Limited Partnership Interest MA John Hancock Tower, 200 Clarendon, Boston, MA, 02116, US and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, Page 16 of 26 27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address CHP Investment Partners, LLC F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US CHP Strategic Partners II, LLC F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US Pillar II-A, L.P. F, S/C Limited Partnership Interest Delaware 207 SOUTH STREET, Boston, MA, 02111, US RHCP-II, L.P. F, S/C Limited Partnership Interest Delaware C/O REGAL HEALTHCARE CAPITAL GP II, LLC, 1 Penn Plaza Suite 4510, New York , NY, 10119, Bain Capital RE Private Investors I-A F, S/C Limited Partnership Interest Delaware JOHN HANCOCK TOWER, 200 CLARENDON ST, Boston, MA, 02116, Name of Trust Page 17 of 26 Bridge Partners Fund III, LP F, S/C Limited Partnership Interest Delaware 600 Central Ave., Suite 310, Highland Park, IL, 60035, US ACME Fund III-E, LP F, S/C Limited Partnership Interest Delaware 800 MARKET ST #800, San Francisco, CA, 94102, The Fund Collective F, S/C Limited Partnership Interest Delaware 1805 West Ave., Austin , TX, 78701, Cove Hill Partners I GP, LP F, S/C Limited Partnership Interest Massachusetts 888 BOYLSTON STREET, Floor 14, Boston, MA, 02199, US Xfactor Ventures 2 F, S/C Limited Partnership Interest Delaware 1209 Orange Street, Wilmington, MA, 19801, Pillar III-A, L.P. F, S/C Limited Partnership Interest Delaware 207 SOUTH STREET, Boston, MA, 02111, US ACME Fund IV-E, LP F, S/C Limited Partnership Interest Delaware 505 Howard Street, Suite 201, San Francisco, CA, 94105, Page 18 of 26 Lever Fund I, L.P. F, S/C Limited Partnership Interest CAYMAN ISLANDS 23/F, LEE GARDEN FIVE, 18 HYSAN AVENUE, CAUSEWAY BAY, Hong Kong, China Therapymatch, Inc. F, S/C Limited Partnership Interest New York 401 Broadway, 27th Floor, New York, MA, 10013, Burst Capital Fund II F, S/C Limited Partnership Interest Delaware 873 SANTA CRUZ AVENUE, SUITE 206, Menlo Park, CA, 94025, Launchpad Software, Inc. F, S/C Limited Partnership Interest Delaware 12 EAST 49TH STREET, 11-118, New York, NY, 10017, US Construct Capital II Operators Fund F, S/C Limited Partnership Interest Delaware 3516 Connecticut Ave NW, Washington , DC, 20008, iShares MSCI EAFE Growth ETF(EFG) F, S/C iShares ESG Aware MSCI USA ETF F, S/C Mutual Fund New York 40th East 52nd St, New York , NY, 10022, US Page 19 of 26 iShares Core MSCI EAFE ETF(IEFA) F, S/C iShares Core MSCI Emerging Markets ETF(IEMG) F, S/C iShares U.S. Medical Devices ETF(IHI) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares Core S&P 500 ETF(IVV) F, S/C iShares Global Tech ETF(IXN) F, S/C iShares U.S. Financial Services ETF(IYG) F, S/C Page 20 of 26 Schwab U.S. Large-Cap Value ETF(SCHV) F, S/C iShares MSCI USA Minimum Volatility ETF(USMV) F, S/C iShares MSCI USA Value Factor(VLUE) F, S/C Vanguard Total Stock Market ETF(VTI) F, S/C Xfactor 2022, L.P. F, S/C Limited Partnership Interest Delaware 1209 Orange Street, WILMINGTON, DE, 19801, CultureScience F, S/C Limited Partnership Interest Delaware 1118 S Holt Ave Unit 2, Los Angeles, CA, 90035, SoLo Funds F, S/C Limited Partnership Interest Delaware 100 W. 5th Street, 5th Floor, Cincinnati, OH, 45202, Page 21 of 26 December 31, 2023, 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, 2023, where the creditor (person who loaned you the money) is not, by blood Harvard University Mortgage Loan Office Smith Campus Center, 5th Floor, Room 545, 1350 Mass Ave, Cambridge, MA, 02138, US 30 2.33 2040 Primary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and Page 22 of 26 31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and 7/1 2.375 2026 Wells Fargo 420 Montgomery Street, San Francisco, CA, 94104, US 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, Page 23 of 26 residing in your household and were forgiven at any time during 2023, 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 2023 by any legislative you received at any time during 2023 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 2023 by any legislative agent or executive agent (lobbyist). Page 24 of 26 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 2023 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 2023 by 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 2023 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 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 25 of 26 I, Yvonne Hao, certify under the pains and penalties of perjury that: Submitted: 04/27/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 26 of 26 |