search_index: sfi.db/filings, 42643
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 42643 | ELIZABETH L ISENSTEIN 2024 | 2024-01-01T00:00:00 | 1 | ISENSTEIN ELIZABETH L (857) 289-3808 elizabeth.isenstein@mass.gov You indicated that you had no spouse living in your household at any time during 2024. You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 28 Division of Capital Asset Management and Maintenance (DCAMM) One Ashburton Place, Boston, MA, 02108, US Director, Energy & Sustainability 08/21/2017 01/20/2024 Division of Capital Asset Management and Maintenance (DCAMM) One Ashburton Place, Boston, MA, 02108, US Deputy Commissioner, Facilities Management and Decarbonizatio n 01/21/2024 Page 2 of 28 Page 3 of 28 Page 4 of 28 Name of Trust Real Estate Address Beneficiary Transferor Elizabeth L. Isenstein Trust Page 5 of 28 Page 6 of 28 Page 7 of 28 Page 8 of 28 Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address Name of Trust Amgen Inc. Common Stock(AMGN) Marvin Isenstein Trust Apple Inc. Common Stock(AAPL) Marvin Isenstein Trust Chipotle Mexican Grill, Inc. Common Stock(CMG) Marvin Isenstein Trust Chubb Corporation (The) Common Stock(CB) Marvin Isenstein Trust CME Group Inc. Class A Common Stock(CME) Marvin Isenstein Trust JP Morgan Chase & Co. Common Stock(JPM) Marvin Isenstein Trust Page 9 of 28 ServiceNow, Inc. Common Stock(NOW) Marvin Isenstein Trust Tesla Motors, Inc. - Common Stock(TSLA) Marvin Isenstein Trust Visa Inc.(V) Marvin Isenstein Trust PowerShares QQQ Trust, Series 1(QQQ) Marvin Isenstein Trust iShares Europe ETF(IEV) Marvin Isenstein Trust ishares Gold Trust(IAU) Marvin Isenstein Trust iShares MSCI Japan Index Fund(EWJ) Marvin Isenstein Trust Page 10 of 28 iShares S&P Mid-Cap 400 Growth ETF(IJK) Marvin Isenstein Trust iShares S&P Mid-Cap 400 Value ETF(IJJ) Marvin Isenstein Trust iShares S&P SmallCap 600 Value ETF(IJS) Marvin Isenstein Trust iShares S&P SmallCap 600 Growth ETF(IJT) Marvin Isenstein Trust SPDR Portfolio Emerging Market ETF Fund (SPEM) The Hartford World Bond Fd Cl I(HWDIX) Marvin Isenstein Trust SPDR Select Sector Fund Financial(XLF) Marvin Isenstein Trust Mutual Fund Massachusetts 1 Iron Street, Boston, MA, 02210, US Marvin Isenstein Trust Page 11 of 28 Janus Global Life Sciences I Shs(JFNIX) Marvin Isenstein Trust Deutsche Alternative Asset Allocation Fund Insti Class(AAAZX) Marvin Isenstein Trust Trane Technologies PLC (TT) Common Stock Swords, Ireland 170/175 Lakeview Drive, Swords, Ireland Marvin Isenstein Trust RTX Corporation (RTX) Common Stock Waltham, MA 870 Winter Street, Waltham, MA, 02451, US Marvin Isenstein Trust Apple Inc. Common Stock(AAPL) Danny K. Wong Exemption Trust Stryker Corporation Common Stock(SYK) Danny K. Wong Exemption Trust Visa Inc.(V) Danny K. Wong Exemption Trust Page 12 of 28 iShares MSCI Japan Index Fund(EWJ) Danny K. Wong Exemption Trust Vanguard FTSEEuropean ETF(VGK) Danny K. Wong Exemption Trust Vanguard FTSE Pacific ETF(VPL) Danny K. Wong Exemption Trust Vanguard Mid-Cap ETF - DNQ(VO) Danny K. Wong Exemption Trust Vanguard Small-Cap Growth ETF - DNQ(VBK) Danny K. Wong Exemption Trust Vanguard Total International Stock ETF(VXUS) Danny K. Wong Exemption Trust Abbott Laboratories Common Stock(ABT) Danny K. Wong Exemption Trust Page 13 of 28 Arista Networks, Inc. Common Stock(ANET) Danny K. Wong Exemption Trust AT&T Inc.(T) Danny K. Wong Exemption Trust Deere & Company Common Stock(DE) Danny K. Wong Exemption Trust Equinix, Inc. Common Stock(EQIX) Danny K. Wong Exemption Trust Hub Group, Inc. Class A Common Stock(HUBG) Danny K. Wong Exemption Trust Mastercard Incorporated Common Stock(MA) Danny K. Wong Exemption Trust MetLife, Inc. Common Stock(MET) Danny K. Wong Exemption Trust Page 14 of 28 UnitedHealth Group Incorporated Common Stock (DE) (UNH) Danny K. Wong Exemption Trust Apple Inc. Common Stock(AAPL) Elizabeth L Isenstein Trust Visa Inc.(V) Elizabeth L Isenstein Trust iShares Russell 2000 ETF(IWM) Elizabeth L Isenstein Trust Vanguard Mid-Cap ETF - DNQ(VO) Elizabeth L Isenstein Trust Vanguard Small-Cap Growth ETF - DNQ(VBK) Elizabeth L Isenstein Trust Guggenheim Macro Opportunities Fund- A Class(GIOAX) Elizabeth L Isenstein Trust Page 15 of 28 Vanguard Hi Div Yld Indx Adm (VHYAX) Advanced Micro Devices, Inc. Common Stock(AMD) Marvin Isenstein Trust TJX Companies, Inc. (The) Common Stock(TJX) Marvin Isenstein Trust BlackRock Alternative Capital Strategies Fund Institutional Class(BIMBX) Marvin Isenstein Trust Salient MLP & Energy Infrastructure Fund II Class I(SMLPX) Marvin Isenstein Trust Lord Abbett Inv Tr, Lord Abbett Floating Rate Fd -- Cl C(LARCX) Danny K. Wong Exemption Trust Prudential Financial Inc (PRU) Mutual Fund Common Stock Pennsylvania New Jersey 100 Vanguard Boulevard, Malvern, PA, 19355 2000, 751 Broad Street, Newark, NJ, 07102, US Elizabeth L Isenstein Trust Danny K. Wong Exemption Trust Page 16 of 28 Accenture plc. Class A Ordinary Shares (Ireland) (ACN) Marvin Isenstein Trust Honeywell International Inc. Common Stock(HON) Marvin Isenstein Trust Allspring MMKT Premier (WMPXX) Pacific Funds Core Income Advisor Class(PLIDX) FS Multi Strategy Altern I (FSMSX) BlackRock Funds II, Floating Rate Income Portfolio Insti(BFRIX) Marvin Isenstein Trust Accenture plc. Class A Ordinary Shares (Ireland) (ACN) Danny K. Wong Exemption Trust Mutual Fund North Carolina 1415 Vantage Park Dirve, 3rd floor, Charlotte, NC, 28203, Marvin Isenstein Trust Marvin Isenstein Trust alternative Pennsylvania 1 Freedom Valley Drive, Oaks, PA, 19456, Marvin Isenstein Trust Page 17 of 28 Charter Communications, Inc. - Class A Common Stock(CHTR) Danny K. Wong Exemption Trust Eli Lilly and Company Common Stock(LLY) Danny K. Wong Exemption Trust Intuitive Surgical, Inc. Common Stock(ISRG) Danny K. Wong Exemption Trust Keysight Technologies Inc. Common Stock(KEYS) Danny K. Wong Exemption Trust Microsoft Corporation Common Stock(MSFT) Danny K. Wong Exemption Trust Nike, Inc. Common Stock(NKE) Danny K. Wong Exemption Trust Tesla Motors, Inc. - Common Stock(TSLA) Danny K. Wong Exemption Trust Page 18 of 28 SPDR Bloomberg 1-3 Month T-B (BIL) Bank of America Corporation Common Stock(BAC) Danny K. Wong Exemption Trust Exxon Mobil Corporation Common Stock(XOM) Danny K. Wong Exemption Trust RTX Corporation (RTX) Intercontinental Exchange Inc. Common Stock(ICE) Elizabeth L Isenstein Trust NextEra Energy, Inc. Common Stock(NEE) Marvin Isenstein Trust UnitedHealth Group Incorporated Common Stock (DE) (UNH) Marvin Isenstein Trust 1-3 mo T Bill Common Stock massachusetts Waltham One Iron Street, Boston, MA, 02210, US 870 Winter Street, Waltham, MA, 02451, US Danny K. Wong Exemption Trust Danny K. Wong Exemption Trust Page 19 of 28 BNY Mellon GLB Fixed Inc I Mutual Fund New York 240 Greenwich Street, New York, NY, 10286, US Marvin Isenstein Trust Snowflake Inc (SNOW) Common Stock Montana 106 East Babcock Street, Bozeman, MT, 59715, US Danny K. Wong Exemption Trust Ambarella, Inc. Ordinary Shares(AMBA) Danny K. Wong Exemption Trust Ares Management L.P. Common Units representing Limited Partner Interests(ARES) Danny K. Wong Exemption Trust Automatic Data Processing, Inc. - Common Stock(ADP) Danny K. Wong Exemption Trust Ciena Corporation Common Stock(CIEN) Danny K. Wong Exemption Trust Corteva Inc (CTVA) Common Stock Indianapolis, Indiana 9330 Zionsville Road, Indianapolis , IN, 46268, Danny K. Wong Exemption Trust Page 20 of 28 CyberArk Software Ltd. - Ordinary Shares(CYBR) Danny K. Wong Exemption Trust Digital Realty Trust, Inc. Common Stock(DLR) Danny K. Wong Exemption Trust eBay Inc. Common Stock(EBAY) Danny K. Wong Exemption Trust Equitable Hldgs Inc (EQH) Common Stock New York 1345 Avenue of the Americas, New York, NY, 10105, Danny K. Wong Exemption Trust Jackson Financial Inc (JXN) Common Stock Lansing, Michigan 1 Corporate Way, Lansing, MI, 48951, US Danny K. Wong Exemption Trust J.B. Hunt Transport Services, Inc. Common Stock(JBHT) Danny K. Wong Exemption Trust KKR & Co. L.P. Common Units Representing Limited Partnership Interest(KKR) Danny K. Wong Exemption Trust Page 21 of 28 Laureate Education Inc (LAUR) NVIDIA Corporation Common Stock(NVDA) Danny K. Wong Exemption Trust Q2 Holdings, Inc. Common Stock(QTWO) Danny K. Wong Exemption Trust Republic Services, Inc. Common Stock(RSG) Danny K. Wong Exemption Trust Skechers U.S.A., Inc. Common Stock(SKX) Danny K. Wong Exemption Trust T-Mobile US, Inc. Common Stock(TMUS) Danny K. Wong Exemption Trust Waste Management, Inc. Common Stock(WM) Danny K. Wong Exemption Trust Common Stock Miami, Florida 1000 Brickell Ave, Miami, FL, 33131, Danny K. Wong Exemption Trust Page 22 of 28 iShares Russell 3000 ETF(IWV) Danny K. Wong Exemption Trust Morgan Stanley Private Bank PO Box 77404, Ewing, NJ, 08628, US 30 2.7 2051 Page 23 of 28 Page 24 of 28 Page 25 of 28 Page 26 of 28 Page 27 of 28 I, ELIZABETH L ISENSTEIN, certify under the pains and penalties of perjury that: Submitted: 04/20/2025 Page 28 of 28 |