{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "42643", "ELIZABETH L ISENSTEIN 2024", "2024-01-01T00:00:00", null, 1, "ISENSTEIN\nELIZABETH L\n(857) 289-3808\nelizabeth.isenstein@mass.gov\nYou indicated that you had no spouse living in your household at any time during 2024.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2024.\nPage 1 of 28\nDivision of\nCapital Asset\nManagement and\nMaintenance\n(DCAMM)\nOne Ashburton Place,\nBoston, MA, 02108, US\nDirector,\nEnergy &\nSustainability\n08/21/2017 01/20/2024\nDivision of\nCapital Asset\nManagement and\nMaintenance\n(DCAMM)\nOne Ashburton Place,\nBoston, MA, 02108, US\nDeputy\nCommissioner,\nFacilities\nManagement and\nDecarbonizatio\nn\n01/21/2024\nPage 2 of 28\nPage 3 of 28\nPage 4 of 28\nName of Trust\nReal Estate Address\nBeneficiary\nTransferor\nElizabeth\nL.\nIsenstein\nTrust\nPage 5 of 28\nPage 6 of 28\nPage 7 of 28\nPage 8 of 28\nName of Issuer\nBeneficiary\nDescription of\nPrincipal Place of Business\nInvestment\nor State of Incorporation\nIssuer Address\nName of Trust\nAmgen Inc. Common\nStock(AMGN)\nMarvin\nIsenstein\nTrust\nApple Inc. Common\nStock(AAPL)\nMarvin\nIsenstein\nTrust\nChipotle Mexican\nGrill, Inc.\nCommon Stock(CMG)\nMarvin\nIsenstein\nTrust\nChubb Corporation\n(The) Common\nStock(CB)\nMarvin\nIsenstein\nTrust\nCME Group Inc. Class A Common\nStock(CME)\nMarvin\nIsenstein\nTrust\nJP Morgan Chase &\nCo. Common\nStock(JPM)\nMarvin\nIsenstein\nTrust\nPage 9 of 28\nServiceNow, Inc.\nCommon Stock(NOW)\nMarvin\nIsenstein\nTrust\nTesla Motors,\nInc. - Common\nStock(TSLA)\nMarvin\nIsenstein\nTrust\nVisa Inc.(V)\nMarvin\nIsenstein\nTrust\nPowerShares QQQ\nTrust, Series\n1(QQQ)\nMarvin\nIsenstein\nTrust\niShares Europe\nETF(IEV)\nMarvin\nIsenstein\nTrust\nishares Gold\nTrust(IAU)\nMarvin\nIsenstein\nTrust\niShares MSCI\nJapan Index\nFund(EWJ)\nMarvin\nIsenstein\nTrust\nPage 10 of 28\niShares S&P\nMid-Cap 400\nGrowth ETF(IJK)\nMarvin\nIsenstein\nTrust\niShares S&P\nMid-Cap 400 Value\nETF(IJJ)\nMarvin\nIsenstein\nTrust\niShares S&P\nSmallCap 600\nValue ETF(IJS)\nMarvin\nIsenstein\nTrust\niShares S&P\nSmallCap 600\nGrowth ETF(IJT)\nMarvin\nIsenstein\nTrust\nSPDR Portfolio\nEmerging Market\nETF Fund (SPEM)\nThe Hartford\nWorld Bond Fd Cl\nI(HWDIX)\nMarvin\nIsenstein\nTrust\nSPDR Select\nSector Fund Financial(XLF)\nMarvin\nIsenstein\nTrust\nMutual Fund\nMassachusetts\n1 Iron\nStreet,\nBoston, MA,\n02210, US\nMarvin\nIsenstein\nTrust\nPage 11 of 28\nJanus Global Life\nSciences I\nShs(JFNIX)\nMarvin\nIsenstein\nTrust\nDeutsche\nAlternative Asset\nAllocation Fund\nInsti\nClass(AAAZX)\nMarvin\nIsenstein\nTrust\nTrane\nTechnologies PLC\n(TT)\nCommon Stock\nSwords, Ireland\n170/175\nLakeview\nDrive,\nSwords,\nIreland\nMarvin\nIsenstein\nTrust\nRTX Corporation\n(RTX)\nCommon Stock\nWaltham, MA\n870 Winter\nStreet,\nWaltham, MA,\n02451, US\nMarvin\nIsenstein\nTrust\nApple Inc. Common\nStock(AAPL)\nDanny K. Wong\nExemption\nTrust\nStryker\nCorporation\nCommon Stock(SYK)\nDanny K. Wong\nExemption\nTrust\nVisa Inc.(V)\nDanny K. Wong\nExemption\nTrust\nPage 12 of 28\niShares MSCI\nJapan Index\nFund(EWJ)\nDanny K. Wong\nExemption\nTrust\nVanguard\nFTSEEuropean\nETF(VGK)\nDanny K. Wong\nExemption\nTrust\nVanguard FTSE\nPacific ETF(VPL)\nDanny K. Wong\nExemption\nTrust\nVanguard Mid-Cap\nETF - DNQ(VO)\nDanny K. Wong\nExemption\nTrust\nVanguard\nSmall-Cap Growth\nETF - DNQ(VBK)\nDanny K. Wong\nExemption\nTrust\nVanguard Total\nInternational\nStock ETF(VXUS)\nDanny K. Wong\nExemption\nTrust\nAbbott\nLaboratories\nCommon Stock(ABT)\nDanny K. Wong\nExemption\nTrust\nPage 13 of 28\nArista Networks,\nInc. Common\nStock(ANET)\nDanny K. Wong\nExemption\nTrust\nAT&T Inc.(T)\nDanny K. Wong\nExemption\nTrust\nDeere & Company\nCommon Stock(DE)\nDanny K. Wong\nExemption\nTrust\nEquinix, Inc. Common\nStock(EQIX)\nDanny K. Wong\nExemption\nTrust\nHub Group, Inc. Class A Common\nStock(HUBG)\nDanny K. Wong\nExemption\nTrust\nMastercard\nIncorporated\nCommon Stock(MA)\nDanny K. Wong\nExemption\nTrust\nMetLife, Inc.\nCommon Stock(MET)\nDanny K. Wong\nExemption\nTrust\nPage 14 of 28\nUnitedHealth\nGroup\nIncorporated\nCommon Stock (DE)\n(UNH)\nDanny K. Wong\nExemption\nTrust\nApple Inc. Common\nStock(AAPL)\nElizabeth L\nIsenstein\nTrust\nVisa Inc.(V)\nElizabeth L\nIsenstein\nTrust\niShares Russell\n2000 ETF(IWM)\nElizabeth L\nIsenstein\nTrust\nVanguard Mid-Cap\nETF - DNQ(VO)\nElizabeth L\nIsenstein\nTrust\nVanguard\nSmall-Cap Growth\nETF - DNQ(VBK)\nElizabeth L\nIsenstein\nTrust\nGuggenheim Macro\nOpportunities\nFund- A\nClass(GIOAX)\nElizabeth L\nIsenstein\nTrust\nPage 15 of 28\nVanguard Hi Div\nYld Indx Adm\n(VHYAX)\nAdvanced Micro\nDevices, Inc. Common Stock(AMD)\nMarvin\nIsenstein\nTrust\nTJX Companies,\nInc. (The) Common\nStock(TJX)\nMarvin\nIsenstein\nTrust\nBlackRock\nAlternative\nCapital\nStrategies Fund Institutional\nClass(BIMBX)\nMarvin\nIsenstein\nTrust\nSalient MLP &\nEnergy\nInfrastructure\nFund II Class\nI(SMLPX)\nMarvin\nIsenstein\nTrust\nLord Abbett Inv\nTr, Lord Abbett\nFloating Rate Fd\n-- Cl C(LARCX)\nDanny K. Wong\nExemption\nTrust\nPrudential\nFinancial Inc\n(PRU)\nMutual Fund\nCommon Stock\nPennsylvania\nNew Jersey\n100 Vanguard\nBoulevard,\nMalvern, PA,\n19355 2000,\n751 Broad\nStreet,\nNewark, NJ,\n07102, US\nElizabeth L\nIsenstein\nTrust\nDanny K. Wong\nExemption\nTrust\nPage 16 of 28\nAccenture plc.\nClass A Ordinary\nShares (Ireland)\n(ACN)\nMarvin\nIsenstein\nTrust\nHoneywell\nInternational\nInc. Common\nStock(HON)\nMarvin\nIsenstein\nTrust\nAllspring MMKT\nPremier (WMPXX)\nPacific Funds\nCore Income Advisor\nClass(PLIDX)\nFS Multi Strategy\nAltern I (FSMSX)\nBlackRock Funds\nII, Floating Rate\nIncome Portfolio\nInsti(BFRIX)\nMarvin\nIsenstein\nTrust\nAccenture plc.\nClass A Ordinary\nShares (Ireland)\n(ACN)\nDanny K. Wong\nExemption\nTrust\nMutual Fund\nNorth Carolina\n1415 Vantage\nPark Dirve,\n3rd floor,\nCharlotte,\nNC, 28203,\nMarvin\nIsenstein\nTrust\nMarvin\nIsenstein\nTrust\nalternative\nPennsylvania\n1 Freedom\nValley\nDrive, Oaks,\nPA, 19456,\nMarvin\nIsenstein\nTrust\nPage 17 of 28\nCharter\nCommunications,\nInc. - Class A\nCommon\nStock(CHTR)\nDanny K. Wong\nExemption\nTrust\nEli Lilly and\nCompany Common\nStock(LLY)\nDanny K. Wong\nExemption\nTrust\nIntuitive\nSurgical, Inc. Common\nStock(ISRG)\nDanny K. Wong\nExemption\nTrust\nKeysight\nTechnologies Inc.\nCommon\nStock(KEYS)\nDanny K. Wong\nExemption\nTrust\nMicrosoft\nCorporation Common\nStock(MSFT)\nDanny K. Wong\nExemption\nTrust\nNike, Inc. Common\nStock(NKE)\nDanny K. Wong\nExemption\nTrust\nTesla Motors,\nInc. - Common\nStock(TSLA)\nDanny K. Wong\nExemption\nTrust\nPage 18 of 28\nSPDR Bloomberg\n1-3 Month T-B\n(BIL)\nBank of America\nCorporation\nCommon Stock(BAC)\nDanny K. Wong\nExemption\nTrust\nExxon Mobil\nCorporation\nCommon Stock(XOM)\nDanny K. Wong\nExemption\nTrust\nRTX Corporation\n(RTX)\nIntercontinental\nExchange Inc.\nCommon Stock(ICE)\nElizabeth L\nIsenstein\nTrust\nNextEra Energy,\nInc. Common\nStock(NEE)\nMarvin\nIsenstein\nTrust\nUnitedHealth\nGroup\nIncorporated\nCommon Stock (DE)\n(UNH)\nMarvin\nIsenstein\nTrust\n1-3 mo T\nBill\nCommon Stock\nmassachusetts\nWaltham\nOne Iron\nStreet,\nBoston, MA,\n02210, US\n870 Winter\nStreet,\nWaltham, MA,\n02451, US\nDanny K. Wong\nExemption\nTrust\nDanny K. Wong\nExemption\nTrust\nPage 19 of 28\nBNY Mellon GLB\nFixed Inc I\nMutual Fund\nNew York\n240\nGreenwich\nStreet, New\nYork, NY,\n10286, US\nMarvin\nIsenstein\nTrust\nSnowflake Inc\n(SNOW)\nCommon Stock\nMontana\n106 East\nBabcock\nStreet,\nBozeman, MT,\n59715, US\nDanny K. Wong\nExemption\nTrust\nAmbarella, Inc. Ordinary\nShares(AMBA)\nDanny K. Wong\nExemption\nTrust\nAres Management\nL.P. Common Units\nrepresenting\nLimited Partner\nInterests(ARES)\nDanny K. Wong\nExemption\nTrust\nAutomatic Data\nProcessing, Inc.\n- Common\nStock(ADP)\nDanny K. Wong\nExemption\nTrust\nCiena Corporation\nCommon\nStock(CIEN)\nDanny K. Wong\nExemption\nTrust\nCorteva Inc\n(CTVA)\nCommon Stock\nIndianapolis, Indiana\n9330\nZionsville\nRoad,\nIndianapolis\n, IN, 46268,\nDanny K. Wong\nExemption\nTrust\nPage 20 of 28\nCyberArk Software\nLtd. - Ordinary\nShares(CYBR)\nDanny K. Wong\nExemption\nTrust\nDigital Realty\nTrust, Inc.\nCommon Stock(DLR)\nDanny K. Wong\nExemption\nTrust\neBay Inc. Common\nStock(EBAY)\nDanny K. Wong\nExemption\nTrust\nEquitable Hldgs\nInc (EQH)\nCommon Stock\nNew York\n1345 Avenue\nof the\nAmericas,\nNew York,\nNY, 10105,\nDanny K. Wong\nExemption\nTrust\nJackson Financial\nInc (JXN)\nCommon Stock\nLansing, Michigan\n1 Corporate\nWay,\nLansing, MI,\n48951, US\nDanny K. Wong\nExemption\nTrust\nJ.B. Hunt\nTransport\nServices, Inc. Common\nStock(JBHT)\nDanny K. Wong\nExemption\nTrust\nKKR & Co. L.P.\nCommon Units\nRepresenting\nLimited\nPartnership\nInterest(KKR)\nDanny K. Wong\nExemption\nTrust\nPage 21 of 28\nLaureate\nEducation Inc\n(LAUR)\nNVIDIA\nCorporation Common\nStock(NVDA)\nDanny K. Wong\nExemption\nTrust\nQ2 Holdings, Inc.\nCommon\nStock(QTWO)\nDanny K. Wong\nExemption\nTrust\nRepublic\nServices, Inc.\nCommon Stock(RSG)\nDanny K. Wong\nExemption\nTrust\nSkechers U.S.A.,\nInc. Common\nStock(SKX)\nDanny K. Wong\nExemption\nTrust\nT-Mobile US, Inc.\nCommon\nStock(TMUS)\nDanny K. Wong\nExemption\nTrust\nWaste Management,\nInc. Common\nStock(WM)\nDanny K. Wong\nExemption\nTrust\nCommon Stock\nMiami, Florida\n1000\nBrickell\nAve, Miami,\nFL, 33131,\nDanny K. Wong\nExemption\nTrust\nPage 22 of 28\niShares Russell\n3000 ETF(IWV)\nDanny K. Wong\nExemption\nTrust\nMorgan Stanley\nPrivate Bank\nPO Box 77404, Ewing, NJ,\n08628, US\n30\n2.7\n2051\nPage 23 of 28\nPage 24 of 28\nPage 25 of 28\nPage 26 of 28\nPage 27 of 28\nI, ELIZABETH L ISENSTEIN, certify under the pains and penalties of perjury that:\nSubmitted: 04/20/2025\nPage 28 of 28", 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", "42643"], "units": {}, "query_ms": 1.115221530199051, "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/"}