search_index: sfi.db/filings, 41304
This data as json
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| sfi.db/filings | 41304 | William M Straus 2023 | 2023-01-01T00:00:00 | 1 | Statement of Financial Interests for 2023 Straus William M (617) 722-2400 william.straus@mahouse.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 64 Massachusetts House of Representatives State House, Boston, MA, 02133 1054, US Representative in General Court 01/06/1993 to which you provided services, at any time during 2023, whether compensated or not, and whether full- or part-time. Public Agency Public Agency State Umass Amherst Cranberry Station Consultant / Services Provided Contractor? 1 East Bog Road, Wareham, MA, 02538, US Oversight Board Member 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 64 an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and Percentage of stock WLM Associates PO Box 217, Rochester, VT, 05767, US 33% Rochelle Park Associates 624 Park Avenue, Hoboken, NJ, 07030, US 17% $5,001 to 10,000 Sharon Arms Associates LLC c/o Kriegman & Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, US 1% $10,001 to 20,000 Howard, Norman & Sam Straus Partnership PO Box 217, Rochester, VT, 05767, US 17% $5,001 to 10,000 9-11 Dodd St Associates LLC PO Box 217, Rochester, VT, 05767, US 22% $20,001 to 40,000 17-19 Dodd St Associates LLC PO Box 217, Rochester, VT, 05767, US 10% $20,001 to 40,000 Page 3 of 64 during 2023, and provide the required information for each. Crane Crest Trust 1828 John Hancock Court, Williamsburg, VA, 23185, 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 64 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 64 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 64 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 64 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair Name of Bond/ Other Security Description of Investment Income from Investment Mass. St Clean Wtr Tr Green Bond Less than $1,001 Arlington, MA CPN Bond Less than $1,001 Mass. St CPN Bond Less than $1,001 Boston, MA OID Bond Less than $1,001 Mass St Consolidated Ln GO Ser D CP Bond Less than $1,001 Page 8 of 64 Mass. St Port Authority Rev Bond Less than $1,001 dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which Page 9 of 64 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether Name of Trust Name of Bond/ Other Security Beneficiary Description of Investment Income from Investment William Straus Residuary Trust Mass. St Dev Fin Agy R Ev Ref B Bond Less than $1,001 William Straus Art III u/w/o Helaine Barnstable Mass Fire Dis OID Bond Less than $1,001 William Straus Art IV uwo Howard Webster MA Mun Purp Ln Agm B/E Bond Less than $1,001 William Straus Art IV uwo Howard North Reading MA Mun Purp Ln B/E Bond Less than $1,001 William Straus Art IV uwo Howard Marshfield MA Rfdg Mun Purpose Loan Bond Less than $1,001 William Straus Art IV uwo Howard Westfield MA St Qual Mun Purpose Loan Bond Less than $1,001 Page 10 of 64 William Straus Residuary Trust Massachusetts St CPN Bond Less than $1,001 William Straus Art IV uwo Howard Massachusetts St CPN Bond Less than $1,001 William Straus Art IV uwo Howard Hopkinton, MA OID Bond Less than $1,001 William Straus Art IV u/w/o Howard Lexington, MA OID Bond Less than $1,001 William Straus Art III uwo Helaine Massachusetts St CPN Bond Less than $1,001 William Straus Residuary Trust Stoughton MA OID Bond Less than $1,001 William Straus Art IV uwo Howard Mass St Dev Fin Agy Rev Bond Less than $1,001 William Straus Residuary Trust Bourne, MA Bond Less than $1,001 Page 11 of 64 William Straus Art III uwo Helaine Mass Sch Bldg Author SR Dedted Ref C Bond $1,001 to 5,000 William Straus Art III uwo Helaine Mattapoisett, MA Bond Less than $1,001 William Straus Art III u/w/o Helaine Mass St Clean Wtr Tr Green Bond $1,001 to 5,000 William Straus Art IV u/w/o Howard Dighton & Rehoboth Reg Sch Dist CPN Bond Less than $1,001 William Straus Art III u/w/o Helaine Quincy MA CPN Bond Less than $1,001 William Straus Art III u/w/o Helaine Revere MA OID CPN Bond Less than $1,001 William Straus Art III u/w/o Helaine West Bridgewater GO Sch CPN Bond Less than $1,001 William Straus Art III u/w/o Helaine Mass St Consolidated Ln GO Ser D Bond Less than $1,001 Page 12 of 64 William Straus Art III u/w/o Helaine Mass St Dev Fin Agcy Williams College Ser Q Bond Less than $1,001 William Straus Art III uwo Helaine Hull MA OID CPN Bond Less than $1,001 William Straus Residuary Trust Newton MA OID CPN Bond Less than $1,001 William Straus Residuary Trust Barnstable, MA Bond Less than $1,001 William Straus Residuary Trust Mass St Dev Fin Agy Rev Bond Less than $1,001 William Straus Residuary Trust Hull, MA Bond Less than $1,001 William Straus Art IV u/w/o Howard Boston, MA Ser A B/E Bond Less than $1,001 William Straus Art III uwo Helaine Mass St. Sch Bldg Auth Ded Sales Tx Bond Less than $1,001 Page 13 of 64 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 14 of 64 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 American Funds Capital World Growth & Income Fund Class A Shares(CWGIX) Fundamental Investors, Class A Shares(ANCFX) FedEx Corporation Common Stock(FDX) Capital One Financial Corporation Common Stock(COF) eBay Inc. Common Stock(EBAY) Gilead Sciences, Inc. - Common Stock(GILD) Page 15 of 64 Iberdrola SA Microsoft Corporation Common Stock(MSFT) Pepsico, Inc. Common Stock(PEP) Pinnacle West Capital Corporation Common Stock(PNW) Sysco Corporation Common Stock(SYY) Vanguard Massachusetts Tax-Exempt Fund(VMATX) Market Vectors BDC Income ETF(BIZD) PayPal Holdings, Inc. - Common Stock(PYPL) Common Stock Spain Plaza Euskadi, Bilbao, Spain Page 16 of 64 Walt Disney Company (The) Common Stock(DIS) iShares Core High Dividend ETF(HDV) NVIDIA Corporation Common Stock(NVDA) Berkshire Hathaway Inc. New Common Stock(BRK.B) Amazon.com, Inc. - Common Stock(AMZN) 3M Company Common Stock(MMM) Vanguard High Dividend Yield ETF - DNQ(VYM) AT&T Inc.(T) Page 17 of 64 Vanguard Health Care ETF DNQ(VHT) Schwab US Dividend Equity ETF(SCHD) Cisco Systems, Inc. - Common Stock(CSCO) Bristol-Myers Squibb Company Common Stock(BMY) Avago Technologies Limited Ordinary Shares(AVGO) Eli Lilly and Company Common Stock(LLY) Palo Alto Networks, Inc. Common Stock(PANW) Strategy NASDAQ ETF ETF New York 36 North New York Avenue, Huntington, NY, 11743, US Page 18 of 64 Microsectors FANG+ETN Crown Castle International Corp. (REIT) Common Stock(CCI) First Solar, Inc. - Common Stock(FSLR) International Business Machines Corporation Common Stock(IBM) Karyopharm Therapeutics Inc. - Common Stock(KPTI) Netflix, Inc. Common Stock(NFLX) Ambarella, Inc. Ordinary Shares(AMBA) ASML Holding N.V. - ADS represents 1 ordinary share(ASML) Index Fund Florida 777 Brickell Ave, Miami, FL, 33131, Page 19 of 64 Crowdstrike Holdings, Inc. Common Stock Texas 206 East 9th Street, Austin, TX, 78701, US Taiwan Semiconductor Manufacturing Company Ltd.(TSM) Vanguard Lifestrategy Fund Conservative Growth Fund(VSCGX) Alphabet Inc. Class A Common Stock(GOOGL) Merck & Company, Inc. Common Stock (new)(MRK) MongoDB Inc. Common Stock New York, NY 1633 Broadway, New York, NY, 10019, US Opera Inc. Common Stock Oslo, Norway PO Box 4214, Nydalen, Oslo/ Norway/ NO 0401 QUALCOMM Incorporated Common Stock(QCOM) Page 20 of 64 Snowflake Common Stock Montana 106 East Babcock St, Bozeman, MT, 59715, US U.S. Treasury Treasury Bill Washington, D.C. 1500 Pennsylvania Ave NW, Washington, DC, 20220, US Page 21 of 64 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 AMCAP Fund, Class A Shares A(AMCPX) Washington Mutual Invs Fd Cl A Shs(AWSHX) Microsoft Corporation Common Stock(MSFT) Vanguard 500 Index Admiral CL (VFIAX) Vanguard Long-Term Tax-Exempt Fund(VWLTX) Page 22 of 64 Vanguard Total Bond Market Index Fund Admiral CL (VBTLX) Invesco International Growth Fund Class A(AIIEX) Federated Muni & Stock Advantage Fd A(FMUAX) Fidelity Disciplined Equity Fund(FDEQX) Fidelity Stock Selector All Cap Fund(FDSSX) Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund(FSLCX) Page 23 of 64 MFS Growth Allocation Fund Class A(MAGWX) Nicholas Fd(NICSX) Nuveen Dividend Value Fund Class A(FFEIX) Putnam Asset Dynamic Allocation Fund Growth A Shares(PAEAX) Vanguard STAR Fund(VGSTX) Amazon.com, Inc. Common Stock(AMZN) Page 24 of 64 AT&T Inc.(T) Avanos Med Inc Common Stock Georgia 5405 Windward Pkwy, Alpharetta, GA, 30004, US Common Stock Florida 13995 Pasteur Blvd, Palm Beach Gardens, FL, 33418, Campbell Soup Company Common Stock(CPB) Carrier Global Corp Duke Energy Corporation (Holding Company) Common Stock(DUK) Emerson Electric Company Common Stock(EMR) Page 25 of 64 JP Morgan Chase & Co. Common Stock(JPM) Kimberly-Clark Corporation Common Stock(KMB) Kontoor Brands Inc Common Stock North Carolina 400 N Elm St, Greensboro, NC, 27401, US Merck & Company, Inc. Common Stock (new)(MRK) Mondelez International, Inc. - Class A Common Stock(MDLZ) PP&L Corporation Common Stock(PPL) Page 26 of 64 Raytheon Company Common Stock(RTN) Realty Income Corporation Common Stock(O) Sysco Corporation Common Stock(SYY) Goldman Sachs Notes New York 200 West Street, New York, NY, 10282, US Deutsche Intermediate Tax/AMT Free Fund Class S(SCMTX) Dreyfus Intermediate Municipal Bond Fund(DITEX) Page 27 of 64 Federated Fund for U.S. Government Securities Class A(FUSGX) Federated Bond Fund Class A(FDBAX) Fidelity Intermediate Municipal Income Fund(FLTMX) Vanguard Short-Term Tax-Exempt Fund(VWSTX) Vanguard Wellington Income Fund(VWELX) Blackrock MuniYield Quality Fund, Inc. Common Stock(MQY) Page 28 of 64 Nuveen Dividend Advantage Municipal Income Fund Common Shares of Beneficial Interest(NVG) Otis Worldwide Corp Common Stock Connecticut 1 Carrier Pl, Farmington, CT, 06032, US Organon & Co Common Stock New Jersey 30 Hudson St, Jersey City, NJ, 07302, US Orion Office REIT Inc Common Stock Arizona 2325 East Camelback Rd, Phoenix, AZ, 85016, US Vanguard High-Yield Tax-Exempt Fund(VWAHX) Vanguard Wellesley Income Fund Admiral Shares(VWIAX) Page 29 of 64 State of Oregon Bond Oregon 900 Court St., Rm 159, Salem, OR, 97301, US California Bond California PO Box 942809, Sacramento, CA, 94209, US ABB Ltd Common Stock(ABB) Abbott Laboratories Common Stock(ABT) AbbVie Inc. Common Stock(ABBV) Allstate Corporation (The) Common Stock(ALL) Page 30 of 64 American International Group, Inc. New Common Stock(AIG) American States Water Company Common Stock(AWR) Ameriprise Financial, Inc. Common Stock(AMP) AMN Healthcare Services Inc AMN Healthcare Services Inc(AHS) Analog Devices, Inc. - Common Stock(ADI) Aon plc Class A Ordinary Shares (UK)(AON) Page 31 of 64 Apple Inc. - Common Stock(AAPL) Astrazeneca PLC Common Stock(AZN) BlackRock, Inc. Common Stock(BLK) Blackstone Inc. Common Stock New York 345 Park Ave, New York, NY, 10154, US Bristol-Myers Squibb Company Common Stock(BMY) Check Point Software Technologies Ltd. Ordinary Shares(CHKP) Page 32 of 64 Chubb Corporation (The) Common Stock(CB) Citigroup, Inc. Common Stock(C) Cognizant Technology Solutions Corporation - Class A Common Stock(CTSH) Comcast Corporation - Class A Common Stock(CMCSA) CVS Health Corporation Common Stock(CVS) Deutsche Boerse AG Common Stock Germany Mergenthaeralles 61, 65/60, Eischborn, Germany Page 33 of 64 Walt Disney Company (The) Common Stock(DIS) East West Bancorp, Inc. - Common Stock(EWBC) Eaton Corporation, PLC Ordinary Shares(ETN) Ecolab Inc. Common Stock(ECL) Edison International Common Stock(EIX) Emergent Biosolutions, Inc. Common Stock(EBS) Page 34 of 64 Entegris, Inc. Common Stock(ENTG) Enbridge Inc Common Stock(ENB) Enterprise Products Partners L.P. Common Stock(EPD) Euronet Worldwide, Inc. - Common Stock(EEFT) Eversource Energy (D/B/A) Common Stock(ES) Fortune Brands Home & Security, Inc. Common Stock(FBHS) Page 35 of 64 General Motors Company Common Stock(GM) Helen of Troy Limited - Common Stock(HELE) Huntington Bancshares Incorporated Common Stock(HBAN) Ingersoll-Rand plc (Ireland)(IR) Intel Corporation Common Stock(INTC) International Business Machines Corporation Common Stock(IBM) Page 36 of 64 Johnson & Johnson Common Stock(JNJ) Korn/Ferry International Common Stock(KFY) Lithia Motors, Inc. Common Stock(LAD) Littelfuse, Inc. Common Stock(LFUS) M&T Bank Corporation Common Stock(MTB) Marsh & McLennan Companies, Inc. Common Stock(MMC) Page 37 of 64 Maximus, Inc. Common Stock(MMS) McDonald's Corporation Common Stock(MCD) Medtronic plc. Ordinary Shares(MDT) Morgan Stanley Common Stock(MS) NextEra Energy, Inc. Common Stock(NEE) NICE-Systems Limited - American Depositary Shares each representing one Ordinary Share(NICE) Page 38 of 64 Novartis AG Common Stock(NVS) Nucor Corporation Common Stock(NUE) Pepsico, Inc. Common Stock(PEP) Pfizer, Inc. Common Stock(PFE) PNC Financial Services Group, Inc. (The) Common Stock(PNC) Principal Financial Group Inc Common Stock(PFG) Page 39 of 64 PulteGroup, Inc. Common Stock(PHM) QUALCOMM Incorporated Common Stock(QCOM) RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) (RELX) SAP SE ADS(SAP) SBA Communications Corporation Common Stock(SBAC) A.O. Smith Corporation Common Stock(AOS) Page 40 of 64 Steel Dynamics, Inc. - Common Stock(STLD) Texas Roadhouse, Inc. - Common Stock(TXRH) Thor Industries, Inc. Common Stock(THO) Toyota Motor Corporation Common Stock(TM) The Travelers Companies, Inc. Common Stock(TRV) Truist Financial Corp (TFC) Page 41 of 64 Unilever PLC Common Stock(UL) Union Pacific Corporation Common Stock(UNP) United Parcel Service, Inc. Common Stock(UPS) UnitedHealth Group Incorporated Common Stock (DE)(UNH) Verizon Communications Inc. Common Stock(VZ) Wal-Mart Stores, Inc. Common Stock(WMT) Page 42 of 64 Western Alliance Bancorporation Common Stock (DE) (WAL) 3M Company Common Stock(MMM) Deutsche Intermediate Tax/AMT Free Fund Class S(SCMTX) iShares International Select Dividend ETF(IDV) Akzo Nobel NV Common Stock Netherlands Christian Neeferstraat 2, 1077 WW Amsterdam, Netherlands Bunzl PLC ADR (American Depository Receipt) England York House, 45 Seymour St, London, England Page 43 of 64 Dupont de Nemours Common Stock Delaware 974 Centre Road, Wilmington, DE, 19805, US Fortive Corp Common Stock Washington 6920 Seaway Blvd, Everett, WA, 98203, US Givaudan SA ADR (American Depository Receipt) Switzerland Vernier, Geneva, Switzerland L'Oreal Co ADR (American Depository Receipt) France Clichy, France Otis Worldwide Corp Common Stock Connecticut 1 Carrier Place, Farmington, CT, 06032, US Pernod Ricard SA Common Stock France 5 Cours Paul Ricard, Paris, France Page 44 of 64 Realty Income Corporation Common Stock(O) Safran SA ADR (American Depository Receipt) France General Martial-Valin 75724, Paris Cedex 15, France SGS SA ADR (American Depository Receipt) Switzerland 1 Place des Alpes, Geneva, Switzerland Softbank Group Corp Common Stock Japan Minato, Tokyo, Japan Common Stock New York 114 Fifth Avenue, New York, NY, 10011, US Snap-On Incorporated Common Stock(SNA) Ziff Davis, Inc. Page 45 of 64 Philip Morris International Inc Common Stock(PM) Procter & Gamble Company (The) Common Stock(PG) U.S. Treasury Treasury Bill Washington, D.C. 1500 Pennsylvania Ave, Washington, DC, 20220, US Advanced Micro Devices, Inc. Common Stock(AMD) AFLAC Incorporated Common Stock(AFL) Alphabet Inc. Class A Common Stock(GOOGL) Page 46 of 64 ASML Holding N.V. ADS represents 1 ordinary share(ASML) Cisco Systems, Inc. - Common Stock(CSCO) Lowe's Companies, Inc. Common Stock(LOW) Nike, Inc. Common Stock(NKE) NVIDIA Corporation - Common Stock(NVDA) Raytheon Company Common Stock(RTN) Page 47 of 64 Warner Brothers Discovery A MongoDB Common Stock New York 1633 Broadway, New York, NY, 10019, US Page 48 of 64 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 Name of Trust Gilead Sciences, Inc. - Common Stock(GILD) William Straus Art IV uwo Howard iShares Core High Dividend ETF(HDV) William Straus Art IV uwo Howard SPDR S&P 500(SPY) William Straus Art IV uwo Howard New Perspective Fund, Class C Shares(NPFCX) William Straus Art III uwo Helaine Versailles Invest Assoc LLC New Jersey c/o Michael Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, William Straus Art IV uwo Howard Page 49 of 64 Fairlawn Estates Associates LLC New Jersey c/o Affiliatd Mgt Inc., 301 S. Livingston Ave, Livingston, NJ, 07039, William Straus Art IV uwo Howard Balmoral Arms AssociatsLLC New Jersey c/o Kriegman & Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, William Straus Art IV uwo Howard River Edge Associates New Jersey c/o Kriegman & Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, William Straus Art IV uwo Howard NVIDIA Corporation Common Stock(NVDA) Glen Wall Associates LP New Jersey c/o Kriegman & Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, William Straus Art IV uwo Howard East Gate-High Gate Associates New Jersey c/o Kriegman & Smith, 101 Eisenhower Parkway, Roseland, NJ, 07068, William Straus Art IV uwo Howard 8-38 Bedford Terrace Associates New Jersey PO Box 217, Rochester, VT, 05767, William Straus Art IV uwo Howard William Straus Art IV uwo Howard Page 50 of 64 Hudson Homes Associates New Jersey PO Box 217, Rochester, VT, 05767, William Straus Art IV uwo Howard Garden Developers Inc. New Jersey PO Box 217, Rochester, VT, 05767, William Straus Art IV uwo Howard 3M Company Common Stock(MMM) William Straus Art IV uwo Howard Brookfield Renewable Energy Partners LP Partnership Units (Bermuda)(BEP) William Straus Art IV u/w/o Howard NextEra Energy, Inc. Common Stock(NEE) William Straus Art IV u/w/o Howard iShares Core High Dividend ETF(HDV) William Straus Art III u/w/o Helaine Park Falls Associates LLC New Jersey c/o Kriegman & Smith, 101 Eisenhower Pkwy, Roseland, NJ, 07068, William Straus Art III u/w/o Helaine Page 51 of 64 Pepsico, Inc. Common Stock(PEP) Morgan Stanley Optimized Eq Div Bristol-Myers Squibb Company Common Stock(BMY) William Straus Art III u/w/o Helaine Avago Technologies Limited Ordinary Shares(AVGO) William Straus Art III u/w/o Helaine Eli Lilly and Company Common Stock(LLY) William Straus Art III u/w/o Helaine AT&T Inc.(T) William Straus Art III uwo Helaine International Business Machines Corporation Common Stock(IBM) William Straus Art III uwo Helaine William Straus Art III u/w/o Helaine Unit Investment Trust New York 1585 Broadway, New York, NY, 10036, William Straus Art III u/w/o Helaine Page 52 of 64 Pinnacle West Capital Corporation Common Stock(PNW) William Straus Art III uwo Helaine Crown Castle International Corp. (REIT) Common Stock(CCI) William Straus Art III u/w/o Helaine Ferguson PLC Advanced Micro Devices, Inc. Common Stock(AMD) Brookfield Renewable Corp A Common Stock Berkshire, United Kingdom 1020 Eskdale Rd, Winnersh, Wokingham, Berkshire RG41 5TS UK William Straus Art III u/w/o Helaine William Straus Residuary Trust Common Stock New York 250 Vessey St., 15th FL, New York, NY, 10281, US William Straus Art IV u/w/o Howard Page 53 of 64 December 31, 2023, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a Name of Issuer Description of Principal Place of Business or Investment State of Incorporation Issuer Address Name of Trust Adobe Systems Incorporated Common Stock(ADBE) Richard T Shortle GST Ex Tr Alphabet Inc. Class C Capital Stock(GOOG) Richard T Shortle GST Ex Tr Alphabet Inc. Class A Common Stock(GOOGL) Richard T Shortle GST Ex Tr Amazon.com, Inc. Common Stock(AMZN) Richard T Shortle GST Ex Tr American Tower Corporation (REIT) Common Stock(AMT) Richard T Shortle GST Ex Tr Amgen Inc. - Common Stock(AMGN) Richard T Shortle GST Ex Tr Page 54 of 64 ASML Holding N.V. ADS represents 1 ordinary share(ASML) Richard T Shortle GST Ex Tr Avago Technologies Limited - Ordinary Shares(AVGO) Richard T Shortle GST Ex Tr Camden Property Trust Common Stock(CPT) Richard T Shortle GST Ex Tr Caterpillar, Inc. Common Stock(CAT) Richard T Shortle GST Ex Tr Cisco Systems, Inc. - Common Stock(CSCO) Richard T Shortle GST Ex Tr CoStar Group, Inc. - Common Stock(CSGP) Richard T Shortle GST Ex Tr Costco Wholesale Corporation Common Stock(COST) Richard T Shortle GST Ex Tr Danaher Corporation Common Stock(DHR) Richard T Shortle GST Ex Tr Page 55 of 64 Dollar General Corporation Common Stock(DG) Richard T Shortle GST Ex Tr eBay Inc. - Common Stock(EBAY) Richard T Shortle GST Ex Tr Essex Property Trust, Inc. Common Stock(ESS) Richard T Shortle GST Ex Tr Genuine Parts Company Common Stock(GPC) Richard T Shortle GST Ex Tr Goldman Sachs Group, Inc. (The) Common Stock(GS) Richard T Shortle GST Ex Tr The Hershey Company Common Stock(HSY) Richard T Shortle GST Ex Tr Home Depot, Inc. (The) Common Stock(HD) Richard T Shortle GST Ex Tr Honeywell International Inc. Common Stock(HON) Richard T Shortle GST Ex Tr Page 56 of 64 Intercontinental Exchange Inc. Common Stock(ICE) Richard T Shortle GST Ex Tr JP Morgan Chase & Co. Common Stock(JPM) Richard T Shortle GST Ex Tr Lam Research Corporation Common Stock(LRCX) Richard T Shortle GST Ex Tr Lockheed Martin Corporation Common Stock(LMT) Richard T Shortle GST Ex Tr Lowe's Companies, Inc. Common Stock(LOW) Richard T Shortle GST Ex Trust Mastercard Incorporated Common Stock(MA) Richard T Shortle GST Ex Tr McKesson Corporation Common Stock(MCK) Richard T Shortle GST Ex Tr Facebook, Inc. Class A Common Stock(FB) Richard T. Shortle GST Ex Tr Page 57 of 64 Microsoft Corporation Common Stock(MSFT) Richard T. Shortle GST Ex Tr Nike, Inc. Common Stock(NKE) Richard T. Shortle GST Ex Tr PayPal Holdings, Inc. - Common Stock(PYPL) Richard T. Shortle GST Ex Tr Raytheon Company Common Stock(RTN) Richard T. Shortle GST Ex Tr Salesforce.com Inc Common Stock(CRM) Richard T. Shortle GST Ex Tr Seagate Technology. - Common Stock(STX) Richard T. Shortle GST Ex Tr Starbucks Corporation Common Stock(SBUX) Richard T. Shortle GST Ex Tr Ulta Salon, Cosmetics & Fragrance, Inc. Common Stock(ULTA) Richard T. Shortle GST Ex Tr Page 58 of 64 Paramount Global Common Stock New York 1515 Broadway, New York, NY, 10036, US Richard T. Shortle GST Ex Tr Visa Inc.(V) Richard T. Shortle GST Ex Tr Zoetis Inc. Class A Common Stock(ZTS) Richard T. Shortle GST Ex Tr Booking Holdings, Inc. Richard T. Shortle GST Ex Tr Fanuc Ltd Common Stock Japan 3580 Shibokusa, Yamanashi, Japan 401-0597 Richard T. Shortle GST Ex Trust Trane Technologies PLC Common Stock Ireland 170/175 Lakeview Drive, Dublin, Ireland Richard T Shortle GST Ex Tr Veralto Corporation Common Stock Massachusetts 225 Wyman St, Waltham, MA, 02451, US Richard T Shortle GST Ex Tr Page 59 of 64 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 31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and Page 60 of 64 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 61 of 64 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. Name of Source of Reimbursement Address of Source of Reimbursement Amount of Reimbursement National Conference of State Legislatures 7700 E. First Place, Denver CO $1232 residing in your household at any time during 2023 by any legislative agent or executive agent (lobbyist). 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. Page 62 of 64 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 63 of 64 I, William M Straus, certify under the pains and penalties of perjury that: Submitted: 05/23/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 64 of 64 |