{"database": "sfi", "table": "search_index", "rows": [["sfi.db/filings", "46183", "Rebecca H Forter 2024", "2024-01-01T00:00:00", null, 1, "Forter\nRebecca H\n(617) 852-3106\nforterr@dor.state.ma.us\nPage 1 of 32\nMassachusetts\nDepartment of\nRevenue (DOR)\n100 Cambridge St, Boston,\nMA, 02114, US\nDeputy\nCommissioner\n10/01/2020\nPage 2 of 32\nQualcomm Technologies\nInc\n77 Summer St., Boston, MA,\n02110, US\nManager\nPage 3 of 32\nF, S/C\nYes\nMikita, Richard\n6 Nathan Pratt\nDr., Concord,\nMA, 01742, US\nPage 4 of 32\nPage 5 of 32\nPage 6 of 32\nPage 7 of 32\nPage 8 of 32\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nAmgen Inc. Common\nStock(AMGN)\nF, S/C\nPfizer, Inc.\nCommon Stock(PFE)\nKinder Morgan,\nInc. Common\nStock(KMI)\nF, S/C\nCostco Wholesale\nCorporation Common\nStock(COST)\nF, S/C\nNucor Corporation\nCommon Stock(NUE)\nF, S/C\nLowe's Companies,\nInc. Common\nStock(LOW)\nF, S/C\nPage 9 of 32\niShares Russell\n2000 ETF(IWM)\nF, S/C\nChevron\nCorporation\nCommon Stock(CVX)\nF, S/C\nJohnson & Johnson\nCommon Stock(JNJ)\nF, S/C\nMicrosoft\nCorporation Common\nStock(MSFT)\nF, S/C\nBerkshire\nHathaway Inc. New\nCommon\nStock(BRK.B)\nF, S/C\nJP Morgan Chase &\nCo. Common\nStock(JPM)\nF, S/C\nMastercard\nIncorporated\nCommon Stock(MA)\nF, S/C\nCoca-Cola Company\n(The) Common\nStock(KO)\nF, S/C\nPage 10 of 32\nAlphabet Inc. Class C Capital\nStock(GOOG)\nF, S/C\nSchwab\nInternational\nEquity ETF(SCHF)\nF, S/C\nVanguard Total\nInternational\nBond Index ETF\n(BNDX)\nF, S/C\nVanguard\nShort-Term Bond\nETF(BSV)\nF, S/C\nPool Corporation\n- Common\nStock(POOL)\nF, S/C\nWaste Management,\nInc. Common\nStock(WM)\nF, S/C\nishares Gold\nTrust(IAU)\nF, S/C\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nF, S/C\nPage 11 of 32\nAmazon.com, Inc.\n- Common\nStock(AMZN)\nF, S/C\nApple Inc. Common\nStock(AAPL)\nF, S/C\nBaker Hughes\nIncorporated\nCommon Stock(BHI)\nF, S/C\nSalesforce.com\nInc Common\nStock(CRM)\nF, S/C\nDowDuPont\nF, S/C\nNextEra Energy,\nInc. Common\nStock(NEE)\nF, S/C\nNewmont Mining\nCorporation(NEM)\nF, S/C\nPP&L Corporation\nCommon Stock(PPL)\nF, S/C\nCommon Stock\nMI\n2211 H.H. Dow\nWay, Midland, MI,\n48674, US\nPage 12 of 32\nAT&T Inc.(T)\nF, S/C\nUnitedHealth\nGroup\nIncorporated\nCommon Stock (DE)\n(UNH)\nF, S/C\nCVS Health\nCorporation\nCommon Stock(CVS)\nF, S/C\niShares Russell\n1000 ETF(IWB)\nF, S/C\nMasco Corporation\nCommon Stock(MAS)\nF, S/C\nHoneywell\nInternational\nInc. Common\nStock(HON)\nF, S/C\nNike, Inc. Common\nStock(NKE)\nF, S/C\nEcolab Inc.\nCommon Stock(ECL)\nF, S/C\nPage 13 of 32\nService\nCorporation\nInternational\nCommon Stock(SCI)\nF, S/C\nVerizon\nCommunications\nInc. Common\nStock(VZ)\nF, S/C\niShares 0-5 Year\nHigh Yield\nCorporate Bond\nETF(SHYG)\nF, S/C\nUnited Parcel\nService, Inc.\nCommon Stock(UPS)\nF, S/C\nFortinet, Inc. Common\nStock(FTNT)\nF, S/C\nAbbott\nLaboratories\nCommon Stock(ABT)\nF, S/C\nArcher Daniels\nMidland Co.\nF, S/C\nCommon Stock\nIL\nP.O. Box 1470,\nDecatur, IL,\n62525, US\nL3harris\nTechnologies Inc\nF, S/C\nCommon Stock\nFL\n1025 W NASA BLVD,\nMELBOURNE, FL,\n32919, US\nPage 14 of 32\nEssential\nUtilities Inc.\nF, S/C\nCommon Stock\nPA\n762 W Lancaster\nAve, Bryn Mawr,\nPA, 19010, US\nEvergy Inc\nF, S/C\nCommon Stock\nMO\n1200 Main Street\nPO Box 418679 ,\nKansas City, MO,\n64105, US\nUber Technologies\nInc.\nF, S/C\nCommon Stock\nCA\n1455 Market St,\nSan Francisco,\nCA, 94103, US\nTwilio Inc.\nF, S/C\nCommon Stock\nCA\n375 Beale St Ste\n300, San\nFrancisco, CA,\n94105, US\nAES Corporation\n(The) Class C\nPreferred\nStock(AES$C)\nF, S/C\nAir Products and\nChemicals, Inc.\nCommon Stock(APD)\nF, S/C\nAlbemarle\nCorporation\nCommon Stock(ALB)\nF, S/C\nBank of America\nCorporation\nCommon Stock(BAC)\nF, S/C\nPage 15 of 32\nFirst Interstate\nBancSystem, Inc.\n- Class A Common\nStock(FIBK)\nF, S/C\nIntel Corporation\n- Common\nStock(INTC)\nF, S/C\nNetflix, Inc. Common\nStock(NFLX)\nF, S/C\nNVIDIA\nCorporation Common\nStock(NVDA)\nF, S/C\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nF, S/C\nSchwab U.S.\nSmall-Cap\nETF(SCHA)\nF, S/C\nSouthern Company\n(The) Common\nStock(SO)\nVanguard FTSE\nEmerging Markets\nETF(VWO)\nF, S/C\nPage 16 of 32\nWal-Mart Stores,\nInc. Common\nStock(WMT)\nF, S/C\nStarbucks\nCorporation Common\nStock(SBUX)\nF, S/C\nThe Kraft Heinz\nCompany - Common\nStock(KHC)\nF, S/C\nEdwards\nLifesciences\nCorporation\nCommon Stock(EW)\nF, S/C\nGranite\nConstruction\nIncorporated\nCommon Stock(GVA)\nF, S/C\nYeti Holdings Inc\nF, S/C\nChipotle Mexican\nGrill, Inc.\nCommon Stock(CMG)\nExxon Mobil\nCorporation\nCommon Stock(XOM)\nCommon Stock\nTexas\n7601 Southwest\nPkwy, Austin, TX,\n78735, US\nPage 17 of 32\nInteractive\nBrokers Group,\nInc. - Common\nStock(IBKR)\nNorthwest Natural\nGas Company\nCommon Stock(NWN)\nNorthWestern\nCorporation\nCommon Stock(NWE)\nPinnacle West\nCapital\nCorporation\nCommon Stock(PNW)\nSouthwest Gas\nCorporation\nCommon Stock(SWX)\nBalchem\nCorporation Common\nStock(BCPC)\nF, S/C\nBoeing Company\n(The) Common\nStock(BA)\nF, S/C\nWalt Disney\nCompany (The)\nCommon Stock(DIS)\nF, S/C\nPage 18 of 32\nDollar Tree, Inc.\n- Common\nStock(DLTR)\nF, S/C\nH. B. Fuller\nCompany Common\nStock(FUL)\nF, S/C\nGoldman Sachs\nGroup, Inc. (The)\nCommon Stock(GS)\nF, S/C\nMeta Platforms,\nInc.\nF, S/C\nMGM Resorts\nInternational\nCommon Stock(MGM)\nF, S/C\nSouthern Copper\nCorporation\nCommon\nStock(SCCO)\nF, S/C\nSysco Corporation\nCommon Stock(SYY)\nF, S/C\nVanguard FTSE\nAll-Wld ex-US\nSmCp Idx ETF(VSS)\nF, S/C\nCommon Stock\nCA\n1601 Willow Road,\nMenlo Park, CA,\n94025, US\nPage 19 of 32\nSPDR Barclays\nEmerging Markets\nLocal Bond\nETF(EBND)\nF, S/C\nVanguard\nIntermediate\n-Term Government\nBond ETF(VGIT)\nF, S/C\nPowerShares DB\nOptimum Yield\nDiversified\nCommodity\nStrategy\nPortfolio(PDBC)\nVanguard REIT ETF\n- DNQ(VNQ)\nVanguard Global\nex-U.S. Real\nEstate ETF(VNQI)\nMarket Vectors\nJ.P. Morgan EM\nLocal Currency\nBond ETF(EMLC)\nCaterpillar, Inc.\nCommon Stock(CAT)\nF, S/C\niShares Core S&P\nTotal U.S. Stock\nMarket ETF(ITOT)\nPage 20 of 32\nSchwab U.S. TIPs\nETF(SCHP)\nConocoPhillips\nCommon Stock(COP)\nF, S/C\nDreyfus Treasury\nCash Managment Service\nShares(DSRXX)\nF, S/C\nEli Lilly and\nCompany Common\nStock(LLY)\nF, S/C\nOwens Corning Inc\nCommon Stock\nNew(OC)\nF, S/C\nPepsico, Inc.\nCommon Stock(PEP)\nF, S/C\nSherwin-Williams\nCompany (The)\nCommon Stock(SHW)\nF, S/C\nAbbVie Inc.\nCommon\nStock(ABBV)\nF, S/C\nPage 21 of 32\nArcher-Daniels-Mi\ndland Company\nCommon Stock(ADM)\nF, S/C\nAmerican Electric\nPower Company,\nInc. Common\nStock(AEP)\nF, S/C\nAvago\nTechnologies\nLimited Ordinary\nShares(AVGO)\nF, S/C\nBlackRock High\nYield Bond\nPortfolio\nInvestor A\nCl(BHYAX)\nF, S/C\nConstellation\nEnergy Corp\nF, S/C\nComcast\nCorporation Class A Common\nStock(CMCSA)\nF, S/C\nDuke Energy\nCorporation\n(Holding Company)\nCommon Stock(DUK)\nF, S/C\nEastman Chemical\nCompany Common\nStock(EMN)\nF, S/C\nCommon Stock\nMD\n1310 Point\nStreet,\nBaltimore, MD,\n21231, US\nPage 22 of 32\nEOG Resources,\nInc. Common\nStock(EOG)\nF, S/C\nEversource Energy\n(D/B/A) Common\nStock(ES)\nF, S/C\nFreeport-McMoRan,\nInc. Common\nStock(FCX)\nF, S/C\nKKR & Co. L.P.\nCommon Units\nRepresenting\nLimited\nPartnership\nInterest(KKR)\nF, S/C\nKenvue\nF, S/C\nLinde PLC\nF, S/C\nBlackRock Basic\nValue A(MDBAX)\nF, S/C\nBlackRock Eq\nDividend A(MDDVX)\nF, S/C\nCommon Stock\nNJ\n1 Kenvue Way,\nSummit, NJ,\n07901, US\nPage 23 of 32\nBlackRock Focus\nGrowth Fund Class\nA(MDFOX)\nF, S/C\nBlackRock Glbl Sm\nCap A(MDGCX)\nF, S/C\nBlackRock\nInternational\nA(MDILX)\nF, S/C\nBlackRock Global\nAlloc A(MDLOX)\nF, S/C\nMatch Group\nF, S/C\nOrmat\nTechnologies,\nInc. Common\nStock(ORA)\nF, S/C\nProgressive\nCorporation (The)\nCommon Stock(PGR)\nF, S/C\nRivian\nF, S/C\nCommon Stock\nTX\n8750 N. Central\nExpressway, Suite\n1400, Dallas, TX,\n75231, US\nCommon Stock\nCA\n14600 Myford Rd,\nIrvine, CA,\n92606, US\nPage 24 of 32\nSempra Energy\nCommon Stock(SRE)\nF, S/C\nStryker\nCorporation\nCommon Stock(SYK)\nF, S/C\nTarget\nCorporation\nCommon Stock(TGT)\nF, S/C\nT-Mobile US, Inc.\nCommon\nStock(TMUS)\nF, S/C\nTesla Motors,\nInc. - Common\nStock(TSLA)\nF, S/C\nVeeva Systems\nInc. Class A\nCommon\nStock(VEEV)\nF, S/C\nVanguard\nLong-Term\nGovernment Bond\nETF(VGLT)\nF, S/C\nValero Energy\nCorporation\nCommon Stock(VLO)\nF, S/C\nPage 25 of 32\nVerisk Analytics,\nInc. - Common\nStock(VRSK)\nF, S/C\nVanguard Target\nRetirement 2045\nFund(VTIVX)\nF, S/C\nWilliams\nCompanies, Inc.\n(The) Common\nStock(WMB)\nF, S/C\nWal-Mart Stores,\nInc. Common\nStock(WMT)\nF, S/C\nEssential\nUtilities\nF, S/C\nQUALCOMM\nIncorporated Common\nStock(QCOM)\nF, S/C\nSPDR S&P 500(SPY)\nF, S/C\nCommon Stock\nPA\n762 W. Lancaster\nAvenue, Bryn\nMawr, PA, 19010,\nPage 26 of 32\nPage 27 of 32\nJPMorgan Chase\nP.O. Box 78420, Phoenix,\nAZ, 85062, US\n30 years\n2.75\n2051\nObligor\nOutstanding\nMortgage\nInterest\nTermination\nCreditor\nCreditor\nAmount\nAmount\nTerm\nRate (%)\nYear\n1286 Rt.\n100\nNorth,\nLudlow,\nVT,\n05149, US\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30 years\n3.75\n2046\nWells\nFargo\n464\nCaliforni\na St, San\nFrancisco\n, CA,\n94104, US\n19 White\nLoop Rd.,\nLudlow,\nVT,\n05149, US\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30\n6.5\n2054\nM&T Bank\n345 Main\nSt,\nBuffalo,\nNY,\n14203, US\nPage 28 of 32\nPage 29 of 32\nPage 30 of 32\nPage 31 of 32\nI, Rebecca H Forter, certify under the pains and penalties of perjury that:\nSubmitted: 04/30/2025\nPage 32 of 32", 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", "46183"], "units": {}, "query_ms": 1.1855214834213257, "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/"}