search_index: sfi.db/filings, 45613
This data as json
| type | key | title | timestamp | category | is_public | search_1 | search_2 | search_3 |
|---|---|---|---|---|---|---|---|---|
| sfi.db/filings | 45613 | Diane C Freniere 2024 | 2024-01-01T00:00:00 | 1 | Freniere Diane C (617) 788-8130 diane.freniere@jud.state.ma.us You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 33 Administrative Office of the Trial Court (AOTC) 3 Pemberton Square, Boston, MA, 02108, US Associate Justice 09/05/2017 Page 2 of 33 Freniere Law Group รพ 40 Grove Street, Wellesley, MA, 02482, US Employee All Points Beautiful 595 Main Street, Chatham, MA, 02633, US Employee Hot Shot 800 Boylston Street, Floor 24, Boston, MA, 02199, US Independent Contractor Fryeburg Academy 745 Maine Street, Fryeburg, ME, 04037, US Employee Gould Academy 39 Church Street, Bethel, ME, 04217, US Employee Sunday River Mountain 15 South Ridge Road, Newry, ME, 04261, US Employee Page 3 of 33 Praxis Solutions, Inc. 8910 University Center Lane, Suite 400, San Diego, CA, 92122, US Director Page 4 of 33 Page 5 of 33 Name of Trust Real Estate Address Beneficiary Transferor Diane C. and David J. Freniere Revocable Trust F, S/C F, S/C Page 6 of 33 Real Estate Address T Name of Trust Nature of Interest Mortgage Receivable Page 7 of 33 Page 8 of 33 Name of Trust Name of Bond/ Other Security Beneficiary Description of Investment Income from Investment Mass Dept Transn Met Hwy Sys F, S/C Bond Mass State Go Consolidated Ln F, S/C Bond Mass State Dev Finance Agy F, S/C Bond Mass Municipal Wholesale Elec F, S/C Bond Mass State Housing Fin Agy F, S/C Bond Mass State Clean water Tr St F, S/C Bond Page 9 of 33 Mass State Spl Oblig Dedicated F, S/C Bond Lawrence Mass Go St Qualified Mun Purp F, S/C Bond Natick Mass Mun Purp Ln Go Bds Ser 2018 F, S/C Bond Lynn Mass Go St Qualified Mun Purp F, S/C Bond New Bedford Mass Go St Qualified Mun F, S/C Bond Quincy Mass Go Mun Purp Ln F, S/C Bond Raynham Mass Go Swr Bds F, S/C Bond Rutland Mass Go Mun Purp Ln Bds Ser F, S/C Bond Page 10 of 33 Diane C Freniere Revocable Trust Easton Mass Go Mun Purp Ln Bds Ser F, S/C Bond Marlborough Mass go Mun Purp Ln Bds Ser F, S/C Bond Quincy Mass Go Mun Purp Ln Bds Ser F, S/C Bond Sturbridge Mass Go Mun Purp Ln Bds Ser F, S/C Bond Maynard Mass Go Mun Purp Ln Bds F, S/C Bond Page 11 of 33 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Abbott Laboratories Common Stock(ABT) F, S/C Automatic Data Processing, Inc. - Common Stock(ADP) F, S/C Chubb Corporation (The) Common Stock(CB) F, S/C Citigroup, Inc. Common Stock(C) F, S/C Coca Cola Femsa S.A.B. de C.V. Common Stock(KOF) F, S/C Discover Financial Services Common Stock(DFS) F, S/C Page 12 of 33 Dover Corporation Common Stock(DOV) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Kimberly-Clark Corporation Common Stock(KMB) F, S/C Lowe's Companies, Inc. Common Stock(LOW) F, S/C McDonald's Corporation Common Stock(MCD) F, S/C Medtronic plc. Ordinary Shares(MDT) F, S/C Page 13 of 33 Norfolk Southern Corporation Common Stock(NSC) F, S/C Parker-Hannifin Corporation Common Stock(PH) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C PPG Industries, Inc. Common Stock(PPG) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Sealed Air Corporation Common Stock(SEE) F, S/C Sempra Energy Common Stock(SRE) F, S/C Union Pacific Corporation Common Stock(UNP) F, S/C Page 14 of 33 Valero Energy Corporation Common Stock(VLO) F, S/C 3M Company Common Stock(MMM) F, S/C First Trust Large Cap Core AlphaDEX(FEX) F, S/C S&P Global Inc F, S/C Common Stock New York 55 Water Street, New York, NY, 10041, US WISCONSIN ST HLTH-ED FAC F, S/C Bond Wisconsin One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Goldman Sachs ETF Trust F, S/C Common Stock New York 200 West Street, New York, NY, 10282, US Blackrock Ishares F, S/C Common Stock New York 55 East 52nd Street, New York, NY, 10055, US SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidCap 400 Growth Index--symbol: MUV)(MDYG) F, S/C Page 15 of 33 Vanguard Growth ETF - DNQ(VUG) F, S/C Air Products and Chemicals, Inc. Common Stock(APD) F, S/C Alphabet Inc. Class A Common Stock(GOOGL) F, S/C Amazon.com, Inc. - Common Stock(AMZN) F, S/C American Tower Corporation (REIT) Common Stock(AMT) F, S/C Amgen Inc. Common Stock(AMGN) F, S/C Apple Inc. Common Stock(AAPL) F, S/C Broadcom Corporation Class A Common Stock(BRCM) F, S/C Page 16 of 33 Cisco Systems, Inc. - Common Stock(CSCO) F, S/C Costco Wholesale Corporation Common Stock(COST) F, S/C Danaher Corporation Common Stock(DHR) F, S/C Hilton Worldwide Holdings Inc. Common Stock(HLT) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C Marsh & McLennan Companies, Inc. Common Stock(MMC) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C NextEra Energy, Inc. Common Stock(NEE) F, S/C Page 17 of 33 Paychex, Inc. Common Stock(PAYX) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C ProLogis, Inc. Common Stock(PLD) F, S/C Sherwin-Williams Company (The) Common Stock(SHW) F, S/C Starbucks Corporation Common Stock(SBUX) F, S/C Texas Instruments Incorporated Common Stock(TXN) F, S/C Thermo Fisher Scientific Inc Common Stock(TMO) F, S/C Visa Inc.(V) F, S/C Page 18 of 33 Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C WEC Energy Group, Inc. Common Stock(WEC) F, S/C iShares Core MSCI EAFE ETF(IEFA) F, S/C Becton, Dickinson and Company Common Stock(BDX) F, S/C iShares Core S&P Mid-Cap ETF(IJH) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares Morningstar Small-Cap ETF(JKJ) F, S/C SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index symbol-SGX)(SPYG) F, S/C Page 19 of 33 WisdomTree Europe Hedged Equity Fund(HEDJ) F, S/C SPDR S&P 500 Growth ETF (based on S&P 500 Growth Index symbol-SGX)(SPYG) F, S/C Amcor PLC ORD F, S/C Common Stock Melbourne, Australia One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US American New Perspective CL F2 F, S/C Mutual Fund Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Flat Rock Capital Corp F, S/C Common Stock New York, NY One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Partners Group Private Equity F, S/C Mutual Fund New York, NY One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Spotify Technology S.A. F, S/C Common Stock Stockholm, Sweden One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Air Products and Chemicals, Inc. Common Stock(APD) F, S/C Page 20 of 33 ARK Innovation ETF(ARKK) F, S/C Fidelity Cash Reserves(FDRXX) F, S/C Grayscale Bitcoin F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Listed FD TR Horizon Kinetics F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Lockheed Martin Corporation Common Stock(LMT) F, S/C PPG Industries, Inc. Common Stock(PPG) F, S/C Texas Pacific Land Trust Common Stock(TPL) F, S/C Vanguard Value ETF - DNQ(VTV) F, S/C Page 21 of 33 iShares TIPS Bond ETF(TIP) F, S/C SPDR Select Sector Fund Industrial(XLI) F, S/C Greenbacker Renewable Energy Comp F, S/C Crown Castle International Corp. (REIT) Common Stock(CCI) F, S/C Berkshire Hathaway Inc. Common Stock(BRK.A) F, S/C Elevance Health Inc Com F, S/C Vanguard Total Stock Market ETF(VTI) F, S/C Vanguard Small-Cap Value ETF - DNQ(VBR) F, S/C Units One Charles Private Wealth Services, LLC 99 Derby Street, Suite 101, Hingham, MA, 02043, US Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Page 22 of 33 Vanguard Small-Cap Growth ETF - DNQ(VBK) F, S/C Central Florida Expwy Auth F, S/C Bond Florida One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US New Braunfels Tex Indep Schol F, S/C Bond Texas One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US University of Minn Go Bds F, S/C Bond Minnesota One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Fort Worth Texas Indep Sch dist F, S/C Bond Texas One Charles Private Wealth Services LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Berkshire Hathaway Inc. New Common Stock(BRK.B) F, S/C Goldman Sachs Financial Series F MTN F, S/C Coupon New York One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Bluebay Destra Intnl Event Driven CR Inst F, S/C Mutual Fund Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Page 23 of 33 Flat Rock Enhanced Income Fund F, S/C Mutual Fund Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US (SPSM) SPDR Portfolio S&P 600 Small Cap ETF F, S/C Common Stock Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Vanguard Value ETF - DNQ(VTV) F, S/C Vanguard Growth ETF - DNQ(VUG) F, S/C Bexar Cnty Tex Hsg Fin Corp Multi F, S/C Bond Texas One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US District Columbia Univ Rev Ref Rev Bds F, S/C Bond Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Douglas Cnty Neb Sch Dis Unltd Tax F, S/C Bond Nebraska One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US East Buchanan Cnty C-1 Sch Dist Mo F, S/C Bond Missouri One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Page 24 of 33 Los Angeles Calif Dept Wtr & Pwr F, S/C Bond California One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US San Jose Calif Multifamily Hsg Rev F, S/C Bond California One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Texas St Technical College Sys Fing F, S/C Bond Texas One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Rockland Cnty NY Indl Dev Agy F, S/C Bond Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Black Belt Energy Gas Dist Ala Gas F, S/C Bond Alabama One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Central Florida Expwy Auth Sr LienRev F, S/C Bond Florida One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Douglas Cnty Neb Hosp Autho No 2 Rev F, S/C Bond Nebraska One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Pennsylvania St Go Bds Ser First 2022 F, S/C Bond Pennsylvania One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Page 25 of 33 American Water Works Company, Inc. Common Stock(AWK) F, S/C Cooks County Ill Fst Presv Dist Go Ltd F, S/C Bond Illinois One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US IShares Tr Morningstar Small Cap (ISCB) F, S/C Common Stock Unknown One Charles Private Wealth Advisors LLC, 99 Derby Street, Suite 101, Hingham, MA, 02043, US Hormel Foods Corporation Common Stock(HRL) F, S/C Tri-Township Ind Fire Protection Dist Bldg F, S/C Bond Indiana One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Abilene Tex Go Bds F, S/C Bond Texas One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Greater Ouachita Wtr Co Inc LA F, S/C Bond Louisiana One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Westfield Ind Redev Auth Lease Rent Bds F, S/C Bond Indiana One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Page 26 of 33 Grand Oaks Mun Util Dist Tex Unltd F, S/C Bond Texas One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Ark Venture Funds Single Share F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Putnam Small Cap Growth Fund Class Y(PSYGX) F, S/C First Eagle Global Fund Class I(SGIIX) F, S/C WPG Partners Small/Micro Cap Value Fund Institutional Class(WPGTX) F, S/C Listed Fd Tr Horizon Kinetics (INFL) F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Janus Detroit Str Tr Hendrson AAA F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Ark 21shares bitcoin Eft Shs Ben F, S/C Common Stock Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Page 27 of 33 1WS Credit Income Fund Instl F, S/C Mutual Fund Unknown One Charles Private Wealth Services LLC, 99 Derby Street, Ste 101, Hingham, MA, 02043, US Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Culture Brewing Company Limited Partnership Interest California 111 South Cedros Avenue, Solano beach, CA, 92014, Page 28 of 33 71 Vail Drive, Newry, ME, 04261, US 30 year 3.125 2045 Bank of America 342 Washington Street, Wellesley, MA, 02481, US Page 29 of 33 Page 30 of 33 Page 31 of 33 Page 32 of 33 I, Diane C Freniere, certify under the pains and penalties of perjury that: Submitted: 04/29/2025 Page 33 of 33 |