search_index: sfi.db/filings, 39540
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 39540 | Robin L Fishman 2023 | 2023-01-01T00:00:00 | 1 | Statement of Financial Interests for 2023 Fishman Robin L (617) 699-6550 robin.lipson@mass.gov You indicated that you did have a spouse residing in your household during 2023. You indicated that you had no dependent child(ren) residing in your household at any time during 2023. Page 1 of 28 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, Boston, MA, 02108, US Chief of Staff 06/29/2015 12/09/2015 $40,001 to 60,000 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, Boston, MA, 02108, US Chief of Staff and Chief Strategy Officer 12/14/2015 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, 5th floor, Boston, MA, 02108, Chief of Staff and Chief Strategy Officer 06/30/2015 Executive Office of Elder Affairs (EOEA) One Ashburton Place, Boston, MA, 02108, US chief of staff and chief strategy officer 06/30/2015 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, Boston, MA, 02108, US Acting Secretary 01/19/2019 06/03/2019 $60,001 to 100,000 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, Boston, MA, 02108, US Deputy Secretary 07/08/2019 Executive Office of Elder Affairs (EOEA) 1 Ashburton Place, Boston, MA, 02108, US Deputy Secretary 07/08/2019 Executive Office of Elder Affairs (EOEA) 1 ashburton place, boston, MA, 02178, US Deputy Secretary 07/08/2019 Executive Office of Elder Affairs (EOEA) 1 ashburton place, boston, MA, 02178, US Deputy Secretary 07/08/2019 Page 2 of 28 Executive Office of Elder Affairs (EOEA) 1 ashburton place, boston, MA, 02178, US Deputy Secretary 07/08/2019 Executive Office of Elder Affairs (EOEA) 1 ashburton place, boston, MA, 02178, US deputy Secretary 07/08/2019 Executive Office of Elder Affairs (EOEA) 1 ashburton place, boston, MA, 02178, US deputy Secretary 07/08/2019 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 3 of 28 an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Partners HealthCare Prudential Center 800 Boylston Street , 11th floor, Boston , MA, 02199, US Manager Partners HealthCare 800 Boylston Street , 11th floor , Boston , MA, 02199, Manager Partners HealthCare 800 Boylston Street, Boston, MA, 02199, US Employee Mass Genral Brigham 800 Boylston Street, Boston, MA, 02199, US Manager Mass General Brigham Prudential Tower , 800 Bolylston street , Boston , MA, 02199, US Manager massgeneralbrigham 399 Revolution Drive, Somerville, MA, 02145, US Manager massgeneralbrigham 399 Revolution Drive, Somerville, MA, 02145, US Employee massgeneralbrigham 399 Revolution Drive, Somerville, MA, 02145, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and Page 4 of 28 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 an officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and MGB Health Plan 399 Revolution Drive, Somerville, MA, 02145, US Director Page 5 of 28 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 F, S/C 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 6 of 28 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 7 of 28 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 $1,000, on which, as of December 31, 2023, your spouse and/or any dependent child(ren) residing in your Page 8 of 28 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether Page 9 of 28 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 10 of 28 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Amgen Inc. Common Stock(AMGN) F, S/C Bank of America Corporation BAC Capital Trust VIII 6% Capital Securities(BAC$Z) F, S/C Boston Scientific Corporation Common Stock(BSX) F, S/C Charles Schwab Corporation (The) Common Stock(SCHW) F, S/C First Eagle Fund of America Class A(FEFAX) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C Page 11 of 28 Honeywell International Inc. Common Stock(HON) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C Johnson and Johnson F, S/C Common Stock New Jersey 1 Johnson and JOhnson Plaza , new brunswick , NJ, 08933, US Merck and Co F, S/C Common Stock New Jersey 2000 Galloping HIll Road , Kenilworth , NJ, 07033, US Microsoft Corporation Common Stock(MSFT) F, S/C Moodys F, S/C Common Stock New York 7 World trade center , new york , NY, 10007, US PRIMECAP Odyssey Growth Fund(POGRX) F, S/C T Rowe Price Diversified Small Cap Growth F, S/C Mutual Fund maryland 100 East Pratt Street, Baltimore, MD, 21202, US Page 12 of 28 Pfizer F, S/C Common Stock NY 235 East 42nd Street, New York, NY, 10017, US Proctor and Gamble F, S/C Common Stock OHIO 1 P&G Plaza, Cincinatti, OH, 45202, US State Street Aggregate Bond Index Portfolio(SSAFX) F, S/C Teva Pharmaceutical Industries Limited American Depositary Shares(TEVA) F, S/C Third Avenue Value Fund Insti Class(TAVFX) F, S/C The Travelers Companies, Inc. Common Stock(TRV) F, S/C Unilever NV Common Stock(UN) F, S/C Vanguard 500 Index Admiral CL (VFIAX) F, S/C Page 13 of 28 Vanguard Health Care Fund Admiral Shares(VGHAX) F, S/C Walt Disney Company (The) Common Stock(DIS) F, S/C Vanguard 500 Index Admiral CL (VFIAX) F, S/C Oakmark Fund Class II(OARMX) F, S/C Vanguard High Dividend Yield ETF - DNQ(VYM) F, S/C Oppenheimer Global Allocation Fund Class A(QVGIX) F, S/C Alphabet Inc. Class A Common Stock(GOOGL) F, S/C Stryker Corporation Common Stock(SYK) F, S/C Page 14 of 28 Amazon.com, Inc. - Common Stock(AMZN) F, S/C charles Schwab bank sweep F, S/C Baron Growth Fund Inst Shs(BGRIX) F, S/C FPA Funds Trust, FPA Crescent Portfolio Institutional Class(FPACX) F, S/C Kinetics Internet Fund - Advisor Class A(KINAX) F, S/C Vanguard Target Retirement 2025 Fund(VTTVX) F, S/C Vanguard Target Retirement 2060 Fund(VTTSX) F, S/C Vanguard Money Market Reserves Federal Money Market Fund(VMFXX) F, S/C Mutual Fund CA 211 Main St, San Francisco, CA, 94105, US Page 15 of 28 Amazon.com, Inc. - Common Stock(AMZN) F, S/C Meridian Growth Fund(MERDX) F, S/C Meridian Contrarian Fund(MVALX) F, S/C JP Morgan US Government Money Market Fund F, S/C First Eagle Global Fund Class I(SGIIX) F, S/C T. Rowe Price Global Growth Stock Fund(RPGEX) F, S/C Apple Inc. Common Stock(AAPL) F, S/C paramount global F, S/C money market fund NY Chase Headquarters 270 Park Ave , New York , NY, 10017, Common Stock NY NY 1515 Broadway, New York, NY, 10003, US Page 16 of 28 Oakmark Global Fund Class I; a series of Harris Associates Investment(OAKGX) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C Kenvue Inc F, S/C Common Stock new Jersey 199 Grandview Road, Skillman, NJ, 08558, US Page 17 of 28 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 Verizon Communications Inc. Common Stock(VZ) AT&T Inc.(T) Third Avenue Small-Cap Value Fund Insti Class(TASCX) Third Avenue Value Fund Insti Class(TAVFX) Vanguard Wellington Income Fund(VWELX) Page 18 of 28 Gabelli Small Cap Growth Fund (The) (GABSX) Frontier Communications Corporation 11.125% Series A Mandatory Convertible Preferred Stock(FTRPR) Fidelity Contra Fund(FCNTX) Vanguard Primecap Fund(VPMCX) Fidelity Government Income Fund(FGOVX) Comcast Corporation - Class A Common Stock(CMCSA) Page 19 of 28 CREF Growth Account - R1(QCGRRX) CREF Equity Index Account R1(QCEQRX) CREF Stock Account - R1(QCSTRX) CREF Global Equities Account R1(QCGLRX) Fidelity Low-Priced Stock Fund(FLPSX) Dodge & Cox Stock Fund(DODGX) Page 20 of 28 Walt Disney Company (The) Common Stock(DIS) Comcast Corporation - Class A Common Stock(CMCSA) T. Rowe Price US small Cap growth Mutual Fund MD 100 East Pratt Street, Baltimore, MD, 21202, US T. Rowe Price Blue Chip Growth Fund, Inc.(TRBCX) Vanguard Wellington Fund Admiral Shares(VWENX) Vanguard Value Index Fd Admiral Shs(VVIAX) Page 21 of 28 Dodge and Cox stock fund MO 430 west 7th street , Kansans City , MO, 64105, Apple Inc. - Common Stock(AAPL) COLUMBIA DIVIDEND INCOME 529 PORT A(CDVAX) Alger Small Cap Focus Fund Class A(AOFAX) Invesco Global Core Equity Fund Class A(AWSAX) John Hancock Freedom 529 T. Rowe Price Blue Chip Growth 529 Portfolio Class B(JBCBX) Page 22 of 28 JP Morgan Large Cap Growth Mutual Fund NY 383 Madison Ave , NYC, NY, 10179, US Mutual Fund Baltimore MD 100 East Pratt Street , Baltimore , MD, 21117, US Delaware Small Cap Value Fund Institutional Class(DEVIX) Harbor Capital Appreciation Fund Insti Cl(HACAX) Fidelity Blue Chip Growth Fund(FBGRX) T Rowe Price small cap equity 27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a Page 23 of 28 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 Primary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and Page 24 of 28 31, 2023, 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, 2023, IF the person to whom Amount Amount Owed $100,0 01 or Interest Rate(%) Date Repayment Loan Collateral Cambridge Savings Bank 1781 mass ave, Lexington, MA, 02420, US Due 3 04/30/2030 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 25 of 28 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 26 of 28 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 27 of 28 I, Robin L Fishman, certify under the pains and penalties of perjury that: Submitted: 04/26/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 28 of 28 |