search_index: sfi.db/filings, 45363
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| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
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| sfi.db/filings | 45363 | Michelle Banks 2024 | 2024-01-01T00:00:00 | 1 | Banks Michelle (857) 327-0607 michelle.banks2@mass.gov Page 1 of 19 MassAbility 600 Washington St., Boston, MA, 02111, US Project Director 04/18/2022 Public Agency Public Agency Name Consultant / Services Provided Contractor? Municipal Town of Falmouth Beach Department 56 Surf Drive, Falmouth, MA, 02540, Lifeguard Municipal Town of Falmouth Beach Dept 56 Surf Drive, Falmouth, MA, 02540, Supervisor Helen G. Banks LLC รพ 215 Park Ave, Arlington, MA, 02476, US Manager $60,001 to 100,000 Boston University School of Social Work 264 Baystate Road , Boston, MA, 02155, US Independent Contractor $5,001 to 10,000 Page 2 of 19 Microsoft 5 Wayside Rd., Burlington, MA, 01803, US Employee Town of Falmouth 56 Surf Drive, Falmouth, MA, 02540, US Employee Knights of Columbus 15 Winslow St., Arlington, MA, 02474, US Employee University of Vermont Grossman School of Business 55 Colchester Ave, Burlington, VT, 05405, US Independent Contractor Mass General Brigham 399 Revolution Drive, Somerville, MA, 02145, US Employee Percentage of stock Helen G. Banks LLC 215 Park Ave, Arlington, MA, 02476, US 50% $60,001 to 100,000 Page 3 of 19 Page 4 of 19 221-233 Main St., Woburn, MA, 01801, F, S/C 215 Main St., Woburn, MA, 01801, 25 Emerson Rd., Falmouth, MA, 02536, US F, S/C 108 Radcliffe Rd., Belmont, MA, 02478, US Page 5 of 19 Page 6 of 19 Page 7 of 19 Page 8 of 19 Page 9 of 19 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation SPDR S&P 500(SPY) F, S/C SPDR S&P Dividend ETF(SDY) F, S/C Vanguard Extended Market ETF (VXF) F, S/C Vanguard FTSE All World Ex US ETF(VEU) F, S/C Vanguard Intermediate-Term Tax-Exempt Admiral CL (VWIUX) F, S/C Vanguard LTD Term Tax Exempt Admiral CL (VMLUX) F, S/C Page 10 of 19 iShares Core Dividend Growth ETF(DGRO) F, S/C iShares Russell 1000 Growth ETF(IWF) F, S/C iShares Core U.S. Treasury Bond ETF(GOVT) F, S/C Fidelity Advisor Intermediate Municipal Income Fund Class C(FZICX) F, S/C Lord Abbett Intermediate TaxFree Cl I(LAIIX) F, S/C Janus Overseas Fund Class I Shs(JIGFX) F, S/C JP Morgan Ultra Short Municipal F, S/C International Business Machines Corporation Common Stock(IBM) Exchange Traded Fund Massachusetts 50 Rowes Wharf, Boston, MA, 02110, US Page 11 of 19 Microsoft Corporation Common Stock(MSFT) F, S/C Fidelity Advisor Intermediate Municipal Income Fund: Class I(FZIIX) F, S/C Fidelity Equity Fund(FEQIX) F, S/C Fidelity Advisor Capital Development Fund Class T(FDTZX) F, S/C Fidelity Contra Fund(FCNTX) F, S/C Fidelity Magellan(FMAGX) F, S/C Fidelity Value Fund(FDVLX) F, S/C Franklin U.S. Multifactor Index ETF F, S/C Mutual Fund California One Franklin Pkwy, San Mateo, CA, 94403, US Page 12 of 19 JPMorgan Hedged Equity Fund Select(JHEQX) F, S/C Neuberger Berman Option Strategy F, S/C Vanguard Intermediate -Term Government Bond ETF(VGIT) F, S/C Mutual Fund Wilmington, DE 251 Little Falls Drive, Wilmington, DE, 19808, US Page 13 of 19 Chase 111 Polaris Parkway, Columbus, OH, 43240, US 15 3.25 2027 Page 14 of 19 Obligor F, S/C Outstanding Mortgage Interest Termination Creditor Creditor Amount Amount Term Rate (%) Year $100,001 or more $100,001 or more 25 2.75 2045 Carringto n Mortgage Services 1600 South Douglass Road, Anaheim, CA, 92806, US Page 15 of 19 Page 16 of 19 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 17 of 19 Page 18 of 19 I, Michelle Banks, certify under the pains and penalties of perjury that: Submitted: 04/24/2025 Page 19 of 19 |