{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "41304", "William M Straus 2023", "2023-01-01T00:00:00", null, 1, "Statement of Financial Interests for 2023\nStraus\nWilliam M\n(617) 722-2400\nwilliam.straus@mahouse.gov\nYou indicated that you did have a spouse residing in your household during 2023.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2023.\nPage 1 of 64\nMassachusetts\nHouse of\nRepresentatives\nState House, Boston, MA,\n02133 1054, US\nRepresentative\nin General\nCourt\n01/06/1993\nto which you provided services, at any time during 2023, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency\nState\nUmass\nAmherst\nCranberry\nStation\nConsultant /\nServices Provided\nContractor?\n1 East Bog\nRoad,\nWareham, MA,\n02538, US\nOversight\nBoard Member\nservices, at any time during 2023, whether compensated or not, and whether full- or part-time.\nany time during 2023, whether compensated or not, and whether full- or part-time, and provide the required information\n6. Identify any Business from which you were on a leave of absence at any time during 2023, and provide its address.\nPage 2 of 64\nan employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not,\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and\nPercentage of stock\nWLM Associates\nPO Box 217, Rochester, VT,\n05767, US\n33%\nRochelle Park\nAssociates\n624 Park Avenue, Hoboken, NJ,\n07030, US\n17%\n$5,001 to 10,000\nSharon Arms\nAssociates LLC\nc/o Kriegman & Smith, 101\nEisenhower Parkway, Roseland,\nNJ, 07068, US\n1%\n$10,001 to 20,000\nHoward, Norman & Sam\nStraus Partnership\nPO Box 217, Rochester, VT,\n05767, US\n17%\n$5,001 to 10,000\n9-11 Dodd St\nAssociates LLC\nPO Box 217, Rochester, VT,\n05767, US\n22%\n$20,001 to 40,000\n17-19 Dodd St\nAssociates LLC\nPO Box 217, Rochester, VT,\n05767, US\n10%\n$20,001 to 40,000\nPage 3 of 64\nduring 2023, and provide the required information for each.\nCrane Crest Trust\n1828 John Hancock Court, Williamsburg, VA, 23185,\ndependent child(ren) residing in your household during 2023, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2023, whether\nan officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and\nPage 4 of 64\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2023,\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023,\n2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate\nPage 5 of 64\n31, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real\nperson or entity by you, or by a Trust of which you were a beneficiary, at any time during 2023, and provide the required\nwas a beneficiary, at any time during 2023, and provide the required information for each piece of Real Estate transferred.\nPage 6 of 64\n2023, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the\ngreater than $1,000, on which, as of December 31, 2023, your spouse and/or any dependent child(ren) residing in your\nPage 7 of 64\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nMass. St Clean Wtr Tr\nGreen\nBond\nLess than $1,001\nArlington, MA CPN\nBond\nLess than $1,001\nMass. St CPN\nBond\nLess than $1,001\nBoston, MA OID\nBond\nLess than $1,001\nMass St Consolidated\nLn GO Ser D CP\nBond\nLess than $1,001\nPage 8 of 64\nMass. St Port\nAuthority Rev\nBond\nLess than $1,001\ndependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which\nPage 9 of 64\nagencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether\nName of Trust\nName of Bond/ Other Security\nBeneficiary\nDescription of Investment\nIncome from Investment\nWilliam Straus\nResiduary\nTrust\nMass. St Dev Fin\nAgy R Ev Ref B\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nBarnstable Mass\nFire Dis OID\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nWebster MA Mun Purp\nLn Agm B/E\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nNorth Reading MA\nMun Purp Ln B/E\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nMarshfield MA Rfdg\nMun Purpose Loan\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nWestfield MA St\nQual Mun Purpose\nLoan\nBond\nLess than $1,001\nPage 10 of 64\nWilliam Straus\nResiduary\nTrust\nMassachusetts St\nCPN\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nMassachusetts St\nCPN\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nHopkinton, MA OID\nBond\nLess than $1,001\nWilliam Straus\nArt IV u/w/o\nHoward\nLexington, MA OID\nBond\nLess than $1,001\nWilliam Straus\nArt III uwo\nHelaine\nMassachusetts St\nCPN\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nStoughton MA OID\nBond\nLess than $1,001\nWilliam Straus\nArt IV uwo\nHoward\nMass St Dev Fin Agy\nRev\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nBourne, MA\nBond\nLess than $1,001\nPage 11 of 64\nWilliam Straus\nArt III uwo\nHelaine\nMass Sch Bldg\nAuthor SR Dedted\nRef C\nBond\n$1,001 to 5,000\nWilliam Straus\nArt III uwo\nHelaine\nMattapoisett, MA\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nMass St Clean Wtr\nTr Green\nBond\n$1,001 to 5,000\nWilliam Straus\nArt IV u/w/o\nHoward\nDighton & Rehoboth\nReg Sch Dist CPN\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nQuincy MA CPN\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nRevere MA OID CPN\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nWest Bridgewater GO\nSch CPN\nBond\nLess than $1,001\nWilliam Straus\nArt III u/w/o\nHelaine\nMass St\nConsolidated Ln GO\nSer D\nBond\nLess than $1,001\nPage 12 of 64\nWilliam Straus\nArt III u/w/o\nHelaine\nMass St Dev Fin\nAgcy Williams\nCollege Ser Q\nBond\nLess than $1,001\nWilliam Straus\nArt III uwo\nHelaine\nHull MA OID CPN\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nNewton MA OID CPN\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nBarnstable, MA\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nMass St Dev Fin Agy\nRev\nBond\nLess than $1,001\nWilliam Straus\nResiduary\nTrust\nHull, MA\nBond\nLess than $1,001\nWilliam Straus\nArt IV u/w/o\nHoward\nBoston, MA Ser A\nB/E\nBond\nLess than $1,001\nWilliam Straus\nArt III uwo\nHelaine\nMass St. Sch Bldg\nAuth Ded Sales Tx\nBond\nLess than $1,001\nPage 13 of 64\nagencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any\nPage 14 of 64\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nAmerican Funds\nCapital World\nGrowth & Income\nFund Class A\nShares(CWGIX)\nFundamental\nInvestors, Class\nA Shares(ANCFX)\nFedEx Corporation\nCommon Stock(FDX)\nCapital One\nFinancial\nCorporation\nCommon Stock(COF)\neBay Inc. Common\nStock(EBAY)\nGilead Sciences,\nInc. - Common\nStock(GILD)\nPage 15 of 64\nIberdrola SA\nMicrosoft\nCorporation Common\nStock(MSFT)\nPepsico, Inc.\nCommon Stock(PEP)\nPinnacle West\nCapital\nCorporation\nCommon Stock(PNW)\nSysco Corporation\nCommon Stock(SYY)\nVanguard\nMassachusetts\nTax-Exempt\nFund(VMATX)\nMarket Vectors\nBDC Income\nETF(BIZD)\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nCommon Stock\nSpain\nPlaza Euskadi,\nBilbao, Spain\nPage 16 of 64\nWalt Disney\nCompany (The)\nCommon Stock(DIS)\niShares Core High\nDividend ETF(HDV)\nNVIDIA\nCorporation Common\nStock(NVDA)\nBerkshire\nHathaway Inc. New\nCommon\nStock(BRK.B)\nAmazon.com, Inc.\n- Common\nStock(AMZN)\n3M Company Common\nStock(MMM)\nVanguard High\nDividend Yield\nETF - DNQ(VYM)\nAT&T Inc.(T)\nPage 17 of 64\nVanguard Health\nCare ETF DNQ(VHT)\nSchwab US\nDividend Equity\nETF(SCHD)\nCisco Systems,\nInc. - Common\nStock(CSCO)\nBristol-Myers\nSquibb Company\nCommon Stock(BMY)\nAvago\nTechnologies\nLimited Ordinary\nShares(AVGO)\nEli Lilly and\nCompany Common\nStock(LLY)\nPalo Alto\nNetworks, Inc.\nCommon\nStock(PANW)\nStrategy NASDAQ\nETF\nETF\nNew York\n36 North New York\nAvenue,\nHuntington, NY,\n11743, US\nPage 18 of 64\nMicrosectors\nFANG+ETN\nCrown Castle\nInternational\nCorp. (REIT)\nCommon Stock(CCI)\nFirst Solar, Inc.\n- Common\nStock(FSLR)\nInternational\nBusiness Machines\nCorporation\nCommon Stock(IBM)\nKaryopharm\nTherapeutics Inc.\n- Common\nStock(KPTI)\nNetflix, Inc. Common\nStock(NFLX)\nAmbarella, Inc. Ordinary\nShares(AMBA)\nASML Holding N.V.\n- ADS represents\n1 ordinary\nshare(ASML)\nIndex Fund\nFlorida\n777 Brickell Ave,\nMiami, FL, 33131,\nPage 19 of 64\nCrowdstrike\nHoldings, Inc.\nCommon Stock\nTexas\n206 East 9th\nStreet, Austin,\nTX, 78701, US\nTaiwan\nSemiconductor\nManufacturing\nCompany Ltd.(TSM)\nVanguard\nLifestrategy Fund\nConservative\nGrowth\nFund(VSCGX)\nAlphabet Inc. Class A Common\nStock(GOOGL)\nMerck & Company,\nInc. Common Stock\n(new)(MRK)\nMongoDB Inc.\nCommon Stock\nNew York, NY\n1633 Broadway,\nNew York, NY,\n10019, US\nOpera Inc.\nCommon Stock\nOslo, Norway\nPO Box 4214,\nNydalen, Oslo/\nNorway/ NO 0401\nQUALCOMM\nIncorporated Common\nStock(QCOM)\nPage 20 of 64\nSnowflake\nCommon Stock\nMontana\n106 East Babcock\nSt, Bozeman, MT,\n59715, US\nU.S. Treasury\nTreasury Bill\nWashington, D.C.\n1500 Pennsylvania\nAve NW,\nWashington, DC,\n20220, US\nPage 21 of 64\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023,\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nAMCAP Fund, Class A\nShares A(AMCPX)\nWashington Mutual\nInvs Fd Cl A\nShs(AWSHX)\nMicrosoft\nCorporation Common Stock(MSFT)\nVanguard 500 Index\nAdmiral CL (VFIAX)\nVanguard Long-Term\nTax-Exempt\nFund(VWLTX)\nPage 22 of 64\nVanguard Total Bond\nMarket Index Fund\nAdmiral CL (VBTLX)\nInvesco\nInternational\nGrowth Fund Class\nA(AIIEX)\nFederated Muni &\nStock Advantage Fd\nA(FMUAX)\nFidelity\nDisciplined Equity\nFund(FDEQX)\nFidelity Stock\nSelector All Cap\nFund(FDSSX)\nFidelity\nCommonwealth Trust\nFidelity Small Cap\nStock Fund(FSLCX)\nPage 23 of 64\nMFS Growth\nAllocation Fund Class A(MAGWX)\nNicholas Fd(NICSX)\nNuveen Dividend\nValue Fund Class\nA(FFEIX)\nPutnam Asset\nDynamic Allocation\nFund Growth A\nShares(PAEAX)\nVanguard STAR\nFund(VGSTX)\nAmazon.com, Inc. Common Stock(AMZN)\nPage 24 of 64\nAT&T Inc.(T)\nAvanos Med Inc\nCommon Stock\nGeorgia\n5405 Windward Pkwy,\nAlpharetta, GA, 30004, US\nCommon Stock\nFlorida\n13995 Pasteur Blvd, Palm\nBeach Gardens, FL, 33418,\nCampbell Soup\nCompany Common\nStock(CPB)\nCarrier Global Corp\nDuke Energy\nCorporation\n(Holding Company)\nCommon Stock(DUK)\nEmerson Electric\nCompany Common\nStock(EMR)\nPage 25 of 64\nJP Morgan Chase &\nCo. Common\nStock(JPM)\nKimberly-Clark\nCorporation Common\nStock(KMB)\nKontoor Brands Inc\nCommon Stock\nNorth Carolina\n400 N Elm St, Greensboro,\nNC, 27401, US\nMerck & Company,\nInc. Common Stock\n(new)(MRK)\nMondelez\nInternational, Inc.\n- Class A Common\nStock(MDLZ)\nPP&L Corporation\nCommon Stock(PPL)\nPage 26 of 64\nRaytheon Company\nCommon Stock(RTN)\nRealty Income\nCorporation Common\nStock(O)\nSysco Corporation\nCommon Stock(SYY)\nGoldman Sachs\nNotes\nNew York\n200 West Street, New\nYork, NY, 10282, US\nDeutsche\nIntermediate\nTax/AMT Free Fund\nClass S(SCMTX)\nDreyfus\nIntermediate\nMunicipal Bond\nFund(DITEX)\nPage 27 of 64\nFederated Fund for\nU.S. Government\nSecurities Class\nA(FUSGX)\nFederated Bond Fund\nClass A(FDBAX)\nFidelity\nIntermediate\nMunicipal Income\nFund(FLTMX)\nVanguard Short-Term\nTax-Exempt\nFund(VWSTX)\nVanguard Wellington\nIncome Fund(VWELX)\nBlackrock MuniYield\nQuality Fund, Inc.\nCommon Stock(MQY)\nPage 28 of 64\nNuveen Dividend\nAdvantage Municipal\nIncome Fund Common\nShares of\nBeneficial\nInterest(NVG)\nOtis Worldwide Corp\nCommon Stock\nConnecticut\n1 Carrier Pl, Farmington,\nCT, 06032, US\nOrganon & Co\nCommon Stock\nNew Jersey\n30 Hudson St, Jersey\nCity, NJ, 07302, US\nOrion Office REIT\nInc\nCommon Stock\nArizona\n2325 East Camelback Rd,\nPhoenix, AZ, 85016, US\nVanguard High-Yield\nTax-Exempt\nFund(VWAHX)\nVanguard Wellesley\nIncome Fund Admiral\nShares(VWIAX)\nPage 29 of 64\nState of Oregon\nBond\nOregon\n900 Court St., Rm 159,\nSalem, OR, 97301, US\nCalifornia\nBond\nCalifornia\nPO Box 942809,\nSacramento, CA, 94209, US\nABB Ltd Common\nStock(ABB)\nAbbott Laboratories\nCommon Stock(ABT)\nAbbVie Inc. Common\nStock(ABBV)\nAllstate\nCorporation (The)\nCommon Stock(ALL)\nPage 30 of 64\nAmerican\nInternational\nGroup, Inc. New\nCommon Stock(AIG)\nAmerican States\nWater Company\nCommon Stock(AWR)\nAmeriprise\nFinancial, Inc.\nCommon Stock(AMP)\nAMN Healthcare\nServices Inc AMN\nHealthcare Services\nInc(AHS)\nAnalog Devices,\nInc. - Common\nStock(ADI)\nAon plc Class A\nOrdinary Shares\n(UK)(AON)\nPage 31 of 64\nApple Inc. - Common\nStock(AAPL)\nAstrazeneca PLC\nCommon Stock(AZN)\nBlackRock, Inc.\nCommon Stock(BLK)\nBlackstone Inc.\nCommon Stock\nNew York\n345 Park Ave, New York,\nNY, 10154, US\nBristol-Myers\nSquibb Company\nCommon Stock(BMY)\nCheck Point\nSoftware\nTechnologies Ltd. Ordinary\nShares(CHKP)\nPage 32 of 64\nChubb Corporation\n(The) Common\nStock(CB)\nCitigroup, Inc.\nCommon Stock(C)\nCognizant\nTechnology\nSolutions\nCorporation - Class\nA Common\nStock(CTSH)\nComcast Corporation\n- Class A Common\nStock(CMCSA)\nCVS Health\nCorporation Common\nStock(CVS)\nDeutsche Boerse AG\nCommon Stock\nGermany\nMergenthaeralles 61,\n65/60, Eischborn, Germany\nPage 33 of 64\nWalt Disney Company\n(The) Common\nStock(DIS)\nEast West Bancorp,\nInc. - Common\nStock(EWBC)\nEaton Corporation,\nPLC Ordinary\nShares(ETN)\nEcolab Inc. Common\nStock(ECL)\nEdison\nInternational\nCommon Stock(EIX)\nEmergent\nBiosolutions, Inc.\nCommon Stock(EBS)\nPage 34 of 64\nEntegris, Inc. Common Stock(ENTG)\nEnbridge Inc Common\nStock(ENB)\nEnterprise Products\nPartners L.P.\nCommon Stock(EPD)\nEuronet Worldwide,\nInc. - Common\nStock(EEFT)\nEversource Energy\n(D/B/A) Common\nStock(ES)\nFortune Brands Home\n& Security, Inc.\nCommon Stock(FBHS)\nPage 35 of 64\nGeneral Motors\nCompany Common\nStock(GM)\nHelen of Troy\nLimited - Common\nStock(HELE)\nHuntington\nBancshares\nIncorporated Common Stock(HBAN)\nIngersoll-Rand plc\n(Ireland)(IR)\nIntel Corporation Common Stock(INTC)\nInternational\nBusiness Machines\nCorporation Common\nStock(IBM)\nPage 36 of 64\nJohnson & Johnson\nCommon Stock(JNJ)\nKorn/Ferry\nInternational\nCommon Stock(KFY)\nLithia Motors, Inc.\nCommon Stock(LAD)\nLittelfuse, Inc. Common Stock(LFUS)\nM&T Bank\nCorporation Common\nStock(MTB)\nMarsh & McLennan\nCompanies, Inc.\nCommon Stock(MMC)\nPage 37 of 64\nMaximus, Inc.\nCommon Stock(MMS)\nMcDonald's\nCorporation Common\nStock(MCD)\nMedtronic plc.\nOrdinary\nShares(MDT)\nMorgan Stanley\nCommon Stock(MS)\nNextEra Energy,\nInc. Common\nStock(NEE)\nNICE-Systems\nLimited - American\nDepositary Shares\neach representing\none Ordinary\nShare(NICE)\nPage 38 of 64\nNovartis AG Common\nStock(NVS)\nNucor Corporation\nCommon Stock(NUE)\nPepsico, Inc.\nCommon Stock(PEP)\nPfizer, Inc. Common\nStock(PFE)\nPNC Financial\nServices Group,\nInc. (The) Common\nStock(PNC)\nPrincipal Financial\nGroup Inc Common\nStock(PFG)\nPage 39 of 64\nPulteGroup, Inc.\nCommon Stock(PHM)\nQUALCOMM\nIncorporated Common Stock(QCOM)\nRELX PLC PLC\nAmerican Depositary\nShares (Each\nrepresenting One\nOrdinary Share)\n(RELX)\nSAP\nSE ADS(SAP)\nSBA Communications\nCorporation Common Stock(SBAC)\nA.O. Smith\nCorporation Common\nStock(AOS)\nPage 40 of 64\nSteel Dynamics,\nInc. - Common\nStock(STLD)\nTexas Roadhouse,\nInc. - Common\nStock(TXRH)\nThor Industries,\nInc. Common\nStock(THO)\nToyota Motor\nCorporation Common\nStock(TM)\nThe Travelers\nCompanies, Inc.\nCommon Stock(TRV)\nTruist Financial\nCorp (TFC)\nPage 41 of 64\nUnilever PLC Common\nStock(UL)\nUnion Pacific\nCorporation Common\nStock(UNP)\nUnited Parcel\nService, Inc.\nCommon Stock(UPS)\nUnitedHealth Group\nIncorporated Common\nStock (DE)(UNH)\nVerizon\nCommunications Inc.\nCommon Stock(VZ)\nWal-Mart Stores,\nInc. Common\nStock(WMT)\nPage 42 of 64\nWestern Alliance\nBancorporation\nCommon Stock (DE)\n(WAL)\n3M Company Common\nStock(MMM)\nDeutsche\nIntermediate\nTax/AMT Free Fund\nClass S(SCMTX)\niShares\nInternational\nSelect Dividend\nETF(IDV)\nAkzo Nobel NV\nCommon Stock\nNetherlands\nChristian Neeferstraat 2,\n1077 WW Amsterdam,\nNetherlands\nBunzl PLC\nADR (American Depository\nReceipt)\nEngland\nYork House, 45 Seymour\nSt, London, England\nPage 43 of 64\nDupont de Nemours\nCommon Stock\nDelaware\n974 Centre Road,\nWilmington, DE, 19805, US\nFortive Corp\nCommon Stock\nWashington\n6920 Seaway Blvd,\nEverett, WA, 98203, US\nGivaudan SA\nADR (American Depository\nReceipt)\nSwitzerland\nVernier, Geneva,\nSwitzerland\nL'Oreal Co\nADR (American Depository\nReceipt)\nFrance\nClichy, France\nOtis Worldwide Corp\nCommon Stock\nConnecticut\n1 Carrier Place,\nFarmington, CT, 06032, US\nPernod Ricard SA\nCommon Stock\nFrance\n5 Cours Paul Ricard,\nParis, France\nPage 44 of 64\nRealty Income\nCorporation Common\nStock(O)\nSafran SA\nADR (American Depository\nReceipt)\nFrance\nGeneral Martial-Valin\n75724, Paris Cedex 15,\nFrance\nSGS SA\nADR (American Depository\nReceipt)\nSwitzerland\n1 Place des Alpes,\nGeneva, Switzerland\nSoftbank Group Corp\nCommon Stock\nJapan\nMinato, Tokyo, Japan\nCommon Stock\nNew York\n114 Fifth Avenue, New\nYork, NY, 10011, US\nSnap-On\nIncorporated Common\nStock(SNA)\nZiff Davis, Inc.\nPage 45 of 64\nPhilip Morris\nInternational Inc\nCommon Stock(PM)\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nU.S. Treasury\nTreasury Bill\nWashington, D.C.\n1500 Pennsylvania Ave,\nWashington, DC, 20220, US\nAdvanced Micro\nDevices, Inc. Common Stock(AMD)\nAFLAC Incorporated\nCommon Stock(AFL)\nAlphabet Inc. Class A Common\nStock(GOOGL)\nPage 46 of 64\nASML Holding N.V. ADS represents 1\nordinary\nshare(ASML)\nCisco Systems, Inc.\n- Common\nStock(CSCO)\nLowe's Companies,\nInc. Common\nStock(LOW)\nNike, Inc. Common\nStock(NKE)\nNVIDIA Corporation\n- Common\nStock(NVDA)\nRaytheon Company\nCommon Stock(RTN)\nPage 47 of 64\nWarner Brothers\nDiscovery A\nMongoDB\nCommon Stock\nNew York\n1633 Broadway, New York,\nNY, 10019, US\nPage 48 of 64\n27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a\nName of Issuer\nBeneficiary\nDescription of\nPrincipal Place of Business\nInvestment\nor State of Incorporation\nIssuer Address\nName of Trust\nGilead Sciences,\nInc. - Common\nStock(GILD)\nWilliam\nStraus Art IV\nuwo Howard\niShares Core High\nDividend ETF(HDV)\nWilliam\nStraus Art IV\nuwo Howard\nSPDR S&P 500(SPY)\nWilliam\nStraus Art IV\nuwo Howard\nNew Perspective\nFund, Class C\nShares(NPFCX)\nWilliam\nStraus Art\nIII uwo\nHelaine\nVersailles Invest\nAssoc LLC\nNew Jersey\nc/o Michael\nSmith, 101\nEisenhower\nParkway,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art IV\nuwo Howard\nPage 49 of 64\nFairlawn Estates\nAssociates LLC\nNew Jersey\nc/o\nAffiliatd\nMgt Inc.,\n301 S.\nLivingston\nAve,\nLivingston,\nNJ, 07039,\nWilliam\nStraus Art IV\nuwo Howard\nBalmoral Arms\nAssociatsLLC\nNew Jersey\nc/o Kriegman\n& Smith, 101\nEisenhower\nParkway,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art IV\nuwo Howard\nRiver Edge\nAssociates\nNew Jersey\nc/o Kriegman\n& Smith, 101\nEisenhower\nParkway,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art IV\nuwo Howard\nNVIDIA\nCorporation Common\nStock(NVDA)\nGlen Wall\nAssociates LP\nNew Jersey\nc/o Kriegman\n& Smith, 101\nEisenhower\nParkway,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art IV\nuwo Howard\nEast Gate-High\nGate Associates\nNew Jersey\nc/o Kriegman\n& Smith, 101\nEisenhower\nParkway,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art IV\nuwo Howard\n8-38 Bedford\nTerrace\nAssociates\nNew Jersey\nPO Box 217,\nRochester,\nVT, 05767,\nWilliam\nStraus Art IV\nuwo Howard\nWilliam\nStraus Art IV\nuwo Howard\nPage 50 of 64\nHudson Homes\nAssociates\nNew Jersey\nPO Box 217,\nRochester,\nVT, 05767,\nWilliam\nStraus Art IV\nuwo Howard\nGarden Developers\nInc.\nNew Jersey\nPO Box 217,\nRochester,\nVT, 05767,\nWilliam\nStraus Art IV\nuwo Howard\n3M Company Common\nStock(MMM)\nWilliam\nStraus Art IV\nuwo Howard\nBrookfield\nRenewable Energy\nPartners LP\nPartnership Units\n(Bermuda)(BEP)\nWilliam\nStraus Art IV\nu/w/o Howard\nNextEra Energy,\nInc. Common\nStock(NEE)\nWilliam\nStraus Art IV\nu/w/o Howard\niShares Core High\nDividend ETF(HDV)\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nPark Falls\nAssociates LLC\nNew Jersey\nc/o Kriegman\n& Smith, 101\nEisenhower\nPkwy,\nRoseland,\nNJ, 07068,\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nPage 51 of 64\nPepsico, Inc.\nCommon Stock(PEP)\nMorgan Stanley\nOptimized Eq Div\nBristol-Myers\nSquibb Company\nCommon Stock(BMY)\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nAvago\nTechnologies\nLimited Ordinary\nShares(AVGO)\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nEli Lilly and\nCompany Common\nStock(LLY)\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nAT&T Inc.(T)\nWilliam\nStraus Art\nIII uwo\nHelaine\nInternational\nBusiness Machines\nCorporation\nCommon Stock(IBM)\nWilliam\nStraus Art\nIII uwo\nHelaine\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nUnit\nInvestment\nTrust\nNew York\n1585\nBroadway,\nNew York,\nNY, 10036,\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nPage 52 of 64\nPinnacle West\nCapital\nCorporation\nCommon Stock(PNW)\nWilliam\nStraus Art\nIII uwo\nHelaine\nCrown Castle\nInternational\nCorp. (REIT)\nCommon Stock(CCI)\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nFerguson PLC\nAdvanced Micro\nDevices, Inc. Common Stock(AMD)\nBrookfield\nRenewable Corp A\nCommon Stock\nBerkshire, United\nKingdom\n1020 Eskdale\nRd,\nWinnersh,\nWokingham,\nBerkshire\nRG41 5TS UK\nWilliam\nStraus Art\nIII u/w/o\nHelaine\nWilliam\nStraus\nResiduary\nTrust\nCommon Stock\nNew York\n250 Vessey\nSt., 15th\nFL, New\nYork, NY,\n10281, US\nWilliam\nStraus Art IV\nu/w/o Howard\nPage 53 of 64\nDecember 31, 2023, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a\nName of Issuer\nDescription of\nPrincipal Place of Business or\nInvestment\nState of Incorporation\nIssuer Address\nName of Trust\nAdobe Systems\nIncorporated Common Stock(ADBE)\nRichard T\nShortle GST\nEx Tr\nAlphabet Inc. Class C Capital\nStock(GOOG)\nRichard T\nShortle GST\nEx Tr\nAlphabet Inc. Class A Common\nStock(GOOGL)\nRichard T\nShortle GST\nEx Tr\nAmazon.com, Inc. Common Stock(AMZN)\nRichard T\nShortle GST\nEx Tr\nAmerican Tower\nCorporation (REIT)\nCommon Stock(AMT)\nRichard T\nShortle GST\nEx Tr\nAmgen Inc. - Common\nStock(AMGN)\nRichard T\nShortle GST\nEx Tr\nPage 54 of 64\nASML Holding N.V. ADS represents 1\nordinary\nshare(ASML)\nRichard T\nShortle GST\nEx Tr\nAvago Technologies\nLimited - Ordinary\nShares(AVGO)\nRichard T\nShortle GST\nEx Tr\nCamden Property\nTrust Common\nStock(CPT)\nRichard T\nShortle GST\nEx Tr\nCaterpillar, Inc.\nCommon Stock(CAT)\nRichard T\nShortle GST\nEx Tr\nCisco Systems, Inc.\n- Common\nStock(CSCO)\nRichard T\nShortle GST\nEx Tr\nCoStar Group, Inc.\n- Common\nStock(CSGP)\nRichard T\nShortle GST\nEx Tr\nCostco Wholesale\nCorporation Common Stock(COST)\nRichard T\nShortle GST\nEx Tr\nDanaher Corporation\nCommon Stock(DHR)\nRichard T\nShortle GST\nEx Tr\nPage 55 of 64\nDollar General\nCorporation Common\nStock(DG)\nRichard T\nShortle GST\nEx Tr\neBay Inc. - Common\nStock(EBAY)\nRichard T\nShortle GST\nEx Tr\nEssex Property\nTrust, Inc. Common\nStock(ESS)\nRichard T\nShortle GST\nEx Tr\nGenuine Parts\nCompany Common\nStock(GPC)\nRichard T\nShortle GST\nEx Tr\nGoldman Sachs\nGroup, Inc. (The)\nCommon Stock(GS)\nRichard T\nShortle GST\nEx Tr\nThe Hershey Company\nCommon Stock(HSY)\nRichard T\nShortle GST\nEx Tr\nHome Depot, Inc.\n(The) Common\nStock(HD)\nRichard T\nShortle GST\nEx Tr\nHoneywell\nInternational Inc.\nCommon Stock(HON)\nRichard T\nShortle GST\nEx Tr\nPage 56 of 64\nIntercontinental\nExchange Inc.\nCommon Stock(ICE)\nRichard T\nShortle GST\nEx Tr\nJP Morgan Chase &\nCo. Common\nStock(JPM)\nRichard T\nShortle GST\nEx Tr\nLam Research\nCorporation Common Stock(LRCX)\nRichard T\nShortle GST\nEx Tr\nLockheed Martin\nCorporation Common\nStock(LMT)\nRichard T\nShortle GST\nEx Tr\nLowe's Companies,\nInc. Common\nStock(LOW)\nRichard T\nShortle GST\nEx Trust\nMastercard\nIncorporated Common\nStock(MA)\nRichard T\nShortle GST\nEx Tr\nMcKesson\nCorporation Common\nStock(MCK)\nRichard T\nShortle GST\nEx Tr\nFacebook, Inc. Class A Common\nStock(FB)\nRichard T.\nShortle GST\nEx Tr\nPage 57 of 64\nMicrosoft\nCorporation Common Stock(MSFT)\nRichard T.\nShortle GST\nEx Tr\nNike, Inc. Common\nStock(NKE)\nRichard T.\nShortle GST\nEx Tr\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nRichard T.\nShortle GST\nEx Tr\nRaytheon Company\nCommon Stock(RTN)\nRichard T.\nShortle GST\nEx Tr\nSalesforce.com Inc\nCommon Stock(CRM)\nRichard T.\nShortle GST\nEx Tr\nSeagate Technology.\n- Common Stock(STX)\nRichard T.\nShortle GST\nEx Tr\nStarbucks\nCorporation Common Stock(SBUX)\nRichard T.\nShortle GST\nEx Tr\nUlta Salon,\nCosmetics &\nFragrance, Inc. Common Stock(ULTA)\nRichard T.\nShortle GST\nEx Tr\nPage 58 of 64\nParamount Global\nCommon Stock\nNew York\n1515 Broadway,\nNew York, NY,\n10036, US\nRichard T.\nShortle GST\nEx Tr\nVisa Inc.(V)\nRichard T.\nShortle GST\nEx Tr\nZoetis Inc. Class A\nCommon Stock(ZTS)\nRichard T.\nShortle GST\nEx Tr\nBooking Holdings,\nInc.\nRichard T.\nShortle GST\nEx Tr\nFanuc Ltd\nCommon Stock\nJapan\n3580\nShibokusa,\nYamanashi,\nJapan\n401-0597\nRichard T.\nShortle GST\nEx Trust\nTrane Technologies\nPLC\nCommon Stock\nIreland\n170/175\nLakeview\nDrive, Dublin,\nIreland\nRichard T\nShortle GST\nEx Tr\nVeralto\nCorporation\nCommon Stock\nMassachusetts\n225 Wyman St,\nWaltham, MA,\n02451, US\nRichard T\nShortle GST\nEx Tr\nPage 59 of 64\nthan $1,000 was owed as of December 31, 2023, where the creditor (person who loaned you the money) is not, by blood\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and\n31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and\nPage 60 of 64\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2023, IF the person to whom\nhousehold owed as of December 31, 2023, if the person to whom your spouse and/or any dependent child(ren) residing in\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2023,\nresiding in your household and were forgiven at any time during 2023, excluding debts forgiven by a person who is, by blood\nPage 61 of 64\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2023 by any legislative\nyou received at any time during 2023 from any person having a direct interest in legislation, legislative action, or a matter\nbefore a governmental body.\nName of Source of Reimbursement\nAddress of Source of Reimbursement\nAmount of Reimbursement\nNational Conference of\nState Legislatures\n7700 E. First Place,\nDenver CO\n$1232\nresiding in your household at any time during 2023 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37,\nprovided to your spouse and/or dependent child(ren) residing in your household at any time during 2023 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body.\nPage 62 of 64\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2023 by any person having\na direct interest in legislation, legislative action, or a matter before a governmental body.\nresiding in your household at any time during 2023 by any person having a direct interest in legislation, legislative action, or\na matter before a governmental body.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2023, own anything that you\nhave not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2023?\nPage 63 of 64\nI, William M Straus, certify under the pains and penalties of perjury that:\nSubmitted: 05/23/2024\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023\nPage 64 of 64", null, null]], "columns": ["type", "key", "title", "timestamp", "category", "is_public", "search_1", "search_2", "search_3"], "primary_keys": ["type", "key"], "primary_key_values": ["sfi.db/filings", "41304"], "units": {}, "query_ms": 1.2546218931674957, "source": "State Ethics Commission", "source_url": "https://www.mass.gov/file-or-view-statements-of-financial-interests-sfi", "license": "ODbL", "license_url": "https://opendatacommons.org/licenses/odbl/"}