search_index: sfi.db/filings, 44057

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type	key	title	timestamp	category	is_public	search_1	search_2	search_3
sfi.db/filings	44057	Barry R Finegold 2024	2024-01-01T00:00:00		1	Finegold Barry R (617) 722-1612 Barry.Finegold@masenate.gov Office Senator in General Court Page 1 of 24 Massachusetts Senate 24 Beacon Street, Boston, MA, 02123, US Senator 01/01/2019 Page 2 of 24 Dalton & Finegold, LLP 34 Essex Street, Andover, MA, 01810 978 , Manager Gold Property Management Two Elm Square, Andover, MA, 01810, US Manager $5,001 to 10,000 Gold Title 34 Essex Street, Andover, MA, 01810 978 , Manager $5,001 to 10,000 Diplomat Capital 34 Essex Street, Andover, MA, 01810, US Manager Less than $1,001 Page 3 of 24 Unfolded 33 Bateson Drive, Andover, MA, 01810, US Employee Oxygen 68 Park Street, Andover , MA, 01810, US Independent Contractor Love Green 733 Turnpike Street , North Andover , MA, 01845, US Employee Applebee's 153 Dorsett Street , Burlington , VT, 05403, US Employee Campus Center Cafe Smith College , Northampton , MA, 01035, US Employee Page 4 of 24 Percentage of stock Dalton & Finegold, LLP 34 Essex Street, Andover, MA, 01810 978 , US 75% Gold Property Management 1 Dundee Park Suite 10, Andover, MA, 01810, US 52% $5,001 to 10,000 Reggora 200 Massachusetts Ave, Boston, MA, 02109, US 4% Less than $1,001 Qualia 564 Market Street, San Francisco, CA, 94104, US 2% Less than $1,001 Gold Title 34 Essex Street, Andover, MA, 01810, US 50% $5,001 to 10,000 Gold Lending 34 Essex Street, Andover, MA, 01810, US 100% Less than $1,001 Diplomat Capital 34 Essex Street, Andover,, MA, 01810, US 100% Less than $1,001 Evolution 39 Morton Street, Andover, MA, 01810, US Page 5 of 24 Dalton & Finegold 34 Essex Street, Andover, MA, 01810, US Director 34 Essex Street, Andover, MA, 01810, US Officer $5,001 to 10,000 34 Essex Street, Andover, MA, 01810, US Officer $5,001 to 10,000 Gold Property Management Gold Title Page 6 of 24 16 Balmoral Street, Andover, MA, 01810, US Brookside at Andover Condominium, Andover, MA, 01810, US 26 Essex Street, Andover, MA, 01810, US 89-93 Main Street, Andover, MA, 01810, US 330 Nesmith Street, Lowell, MA, 01852, US 61-83 Park Ave, Lowell, MA, 01852, Two Elm Square, Andover, MA, 01810, US 38 Essex Street, Andover, MA, 01810, US Page 7 of 24 39-41 Morton Street, Andover, MA, 01810, US F, S/C 31-33 Washington Ave, Andover, MA, 01810, US 11 Villa St, Haverhill, MA, 01832, US Name of Trust Real Estate Address Beneficiary Transferor 363 ANB Realty Trust 34 Essex Street Realty Trust 363 Marlboro St, Boston, MA, 02133, 34 Essex Street, Andover, MA, 01810, F, S/C Page 8 of 24 Page 9 of 24 Page 10 of 24 Page 11 of 24 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Cetera Mutual Fund California 200 N Pacific Coast Hwy, Ste 1200, El Segundo, CA, 90245 5605, Nationwide Destination 2060 Fund Class A(NWWRX) Qualia Preferred Stock Delaware 564 Market Street, San Francisco, CA, 94104, US Leader Bank Preferred Stock Delware 180 Massachusetts Ave, Arlington, MA, 02474, US Brookline Bancorp, Inc. Common Stock(BRKL) Enterprise Bancorp Inc Common Stock(EBTC) Page 12 of 24 Reggora Common Stock Delaware 183 State Street, Boston, MA, 02109, US Primary Bank Common Stock Concord 207 Route 101, Bedford, NH, 03110, US Northland Massachusetts 2150 Washington St, #300, Newton, MA, 02462, US Dolben Massachusetts 150 Presidential Way, Woburn, MA, 01801, US Companyon Fund Venture Capital Delaware 20 Milk Street, Boston, MA, 02146, US Millyard Bank Common Stock New Hampshire 57 Northeastern Boulevard, Nashua, NH, 03062, US Fractal Venture Captial New York 521 Fifth Avenue, 35th Floor, New York , NY, 10175, Katy Gallery Partners Wyoming 50 Milk Street, Boston, MA, 02110, US Page 13 of 24 635 Main Street Ventures Massachusetts 220 Broadway Street, Lynnfield, MA, 01940, US Upequity Common Stock Texas 3601 South Congress, Austin, TX, 78704, US Lumos Listings Common Stock Delaware 1080 Park Newport, Newport Beach, CA, 92660, LeaseUP Common Stock Pennsylvania 100 High Street, Boston, MA, 02110, US Kepos Private Equity New York 11 Times Square , New York , NY, 10036, US Slatewell Common Stock Brooklyn, NY 465 Prospect Road , Brooklyn , NY, 11215, US Polly Common Stock San Francisco 548 Market Street, San Francisco, CA, 94104, US Setpoint debt fund Austin Texas 2028 E Ben White Blvd, Austin, TX, 78741, US Page 14 of 24 Alex Brown/Raymond James Mutual Fund Boston MA 1 International Place, Boston, MA, 02110, US Cobu Common Stock Massachusetts 182 Summer Street, Kingston, MA, 02364, US Dwelsey Common Stock California 164 Main Sreet, Los Altos, CA, 94022, US Ender Common Stock Texas 1106 S. 8th St , Austin, TX, 78704, US Interfold Common Stock New York 521 5th Ave , New York , NY, 10175, Tandem Common Stock California 351 California Street , San Francisco , CA, 94104, US Posh Common Stock New York 1 Wall Street, New York, NY, 10005, US Flexbase Common Stock Florida 390 North East 191 Street Suite 8019, MIami, FL, 33179, US Page 15 of 24 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation UBS Mutual Fund Delaware 200 Clarendon Street, Boston, MA, 02109, US Page 16 of 24 Page 17 of 24 Obligor Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year 363 Marlboro Street, Boston, MA, 02109, US $100,001 or more Less than $1,001 20 4.0 2037 JP Morgan Chase 160 Federal Street, Boston, MA, 02109, US 16 Balmoral Street, Andover, MA, 01810, US Less than $1,001 Less than $1,001 20 4.75 2025 Eastern Bank 2 Elm Street, Andover, MA, 01810, US 330 Nesmith Street, Lowell, MA, 01852, US $100,001 or more $100,001 or more 10 4.01 2029 Arbor 333 Earle Ovington Boulevard , Suite 900, Uniondale , NY, 11553, US 34 Essex Street, Andover, MA, 01810, US $100,001 or more $100,001 or more 20 4.0 2032 Enterpris e Bank 222 Merrimack Street, Lowell, MA, 01852, US Page 18 of 24 26 Essex Street, Andover, MA, 01810, US $100,001 or more $100,001 or more 20 4.75 2033 Instituti on for Savings 81 State Street, Newburypo rt, MA, 01950, US 89-93 Main Street, Andover, MA, 01810, US $100,001 or more $100,001 or more 25 4.75 2042 Lowell Five 30 Internati onal Place, Tewksbury , MA, 01876, US Brookside at Andover Condomini um, Andover, MA, 01810, US $100,001 or more $100,001 or more 25 4.0 2042 Enterpris e Bank 222 Merrimack Street, Lowell, MA, 01852, US Two Elm Square, Andover, MA, 01810, US $100,001 or more $100,001 or more 25 4.0 2032 Enterpris e 222 Merrimack Street, Lowell, MA, 01852, US 38 Essex Street, Andover, MA, 01810, US $100,001 or more $100,001 or more 20 years 4.0 2040 Enterpris e Bank 222 Merrimack Street, Lowell, MA, 01852, US 39-41 Morton Street, Andover, MA, 01810, US $100,001 or more $100,001 or more 30 2.75 2050 JP Morgan 160 Federal Street, Boston, MA, 02109, US Page 19 of 24 31-33 Washingto n Ave, 34 E, Andover, MA, 01810, US $100,001 or more $100,001 or more 30 years 3.375 2051 Dedham Savings Bank 55 Elm Street, Dedham, MA, 02026, US 11 Villa, Haverhill , MA, 01832, US $100,001 or more $100,001 or more 30 years 3.5 2051 Enterpris e Bank 222 Merrimack Street, Lowell, MA, 01852, US 61-83 Park Ave, Lowell, MA, 01852, US $100,001 or more $100,001 or more 10 4.01 2029 ARBOR 333 Earle Ovington BLD Suite 900, Uniondale , NY, 11553, US Page 20 of 24 Page 21 of 24 you received at any time during 2024 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, having a direct interest in legislation, legislative action, or a matter before a governmental body. a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2024 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 22 of 24 Page 23 of 24 I, Barry R Finegold, certify under the pains and penalties of perjury that: Submitted: 05/12/2025 Page 24 of 24