rowid,title,search_1,search_index_fts,rank
1,Wayne C. Lamson 2015,"Statement of Financial Interests for 2015
Lamson
Wayne C.
(508) 548-5011
Ext : 200
wlamson@steamshipauthority.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Woods Hole,
Martha's Vineyard
and Nantucket
Steamship
Authority
One Railroad Avenue,
Woods Hole, MA, 02540
2227, US
General
Manager
12/17/2004
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
The Trio Company
32 Highland Road, East
Norwich, NY, 11732, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Independent Bank
Corp. - Common
Stock(INDB)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
P.O. Box 5170, Simi
Valley, CA, 93062 5170,
10 years
3.75
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Wayne C. Lamson, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
2,Christopher Wright 2015,"Statement of Financial Interests for 2015
Wright
Christopher
(617) 879-7221
cwright@massart.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
College of Art
and Design
(MassArt)
621 Huntington Ave,
Boston, MA, 02115, US
Dean of
Admissions
and
Enrollment
Management
07/20/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Brigham and Womens
Hospital
75 Francis Street, Boston,
MA, 02115, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Plaza Home
Mortgage
30 Years
3.25
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Christopher Wright, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
3,Michael E Russas Sr. 2015,"Statement of Financial Interests for 2015
Russas Sr.
Michael E
(508) 820-2018
michael.russas@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Emergency
Management Agency
(MEMA)
Massachusetts
Emergency
Management Agency
(MEMA)
400 Worcester Road,
Framingham, MA, 01702
5399, US
Response and
Field
Services
Manager
05/21/2012
$60,001 to
100,000
Response &
Field
Services
Section Chief
05/21/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Meditech Inc
1 Meditech Circle, Westwood,
MA, 02090, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
48 N Washington Street,
North Attleboro, MA,
02760, US
30 years
4.0
2040
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Michael E Russas Sr., certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
4,Cecilia Dunn 2015,"Statement of Financial Interests for 2015
Dunn
Cecilia
(617) 624-5370
ceci.dunn@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 18
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Public Health
(DPH)
Department of
Public Health
(DPH)
305 South Street, Boston,
MA, 02130, US
Director of
Disease
Response
Systems
06/19/2011
$60,001 to
100,000
Director of
Operations,
BIDLS
06/19/2011
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 18
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Creative Tunings
31 Maurizi Lane, Woodstock, NY, 12498
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 18
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 18
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
993 Memorial Drive,
Cambridge, MA, 02138, US
30 Pond View Drive, Oak
Bluffs, MA, 02557, US
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
Name of Trust
Real Estate Address
Peasnort
115 Gibbs Street,
Newton, MA, 02459, US
Page 5 of 18
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Page 6 of 18
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
Page 7 of 18
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 18
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
MFS Bond Fund A
Mutual Fund
Massachusetts
111 Huntington
Avenue,, Boston,
MA, 02199, US
Morgan Stanley
Active Assets
Trust
Mutual Fund
New York
101 Park Avenue,
New York, NY,
10178, US
MS EUROPEAN
EQUITY FUND
Class C(MSEEX)
Page 9 of 18
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Common Stock
New Jersey
86 Morris Avenue, Summit
, NJ, 07901, US
Common Stock
Delaware
1 Idexx Drive,
Westbrook, ME, 04092, US
Adobe Systems
Incorporated Common Stock(ADBE)
Celegene Corp
Cisco Systems,
Inc. - Common
Stock(CSCO)
EMC Corporation
Common Stock(EMC)
Idexx Labs Corp
Page 10 of 18
Intel Corporation
- Common
Stock(INTC)
JP Morgan Tax Free
Money Market
Mutual Fund
New York
270 Park Avenue, New
York, NY, 10017, US
Microsoft
Corporation Common Stock(MSFT)
Paychex, Inc. Common Stock(PAYX)
QUALCOMM
Incorporated Common Stock(QCOM)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 18
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Calimmune
Common Stock
California
10990
Wiltshire
Blvd, Los
Angeles, CA,
90024, US
Peasnort
Solstice 2
Venture Fund
Mutual Fund
Massachusetts
15 Broad
Street, #300,
Boston, MA,
02109, US
Peasnort
Vanguard FTSE
Developed Markets
ETF(VEA)
Peasnort
Vanguard Emerging
Markets Stock
Index Fd Admiral
Shs(VEMAX)
Peasnort
Vanguard Small Cap
Index Fd Admiral
Shs(VSMAX)
Peasnort
Vanguard 500 Index
Fd Admiral
Shs(VFIAX)
Peasnort
Page 12 of 18
Vanguard FTSE
Emerging Markets
ETF(VWO)
Peasnort
Vanguard S&P 500
ETF(VOO)
Peasnort
Vanguard Small
Cap VB
Mutual Fund
455 Devon Park
Drive, Wayne,
PA, 19087, US
Pennsylvania
Peasnort
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
100 North Tryon Street,
Charlotte, NC, 28255, US
30 years
6
2033
Page 13 of 18
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 14 of 18
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 15 of 18
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 16 of 18
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 17 of 18
I, Cecilia Dunn, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 18 of 18",268496,
5,Thomas J Sartory 2015,"Statement of Financial Interests for 2015
Sartory
Thomas J
(617) 574-6411
tsartory@goulstonstorrs.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
State Ethics
Commission
One Ashburton Place,
Boston, MA, 02108 9500,
Commissioner
11/05/2015 11/05/2020
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Goulston &
Storrs PC
400 Atlantic Avenue,
Boston, MA, 02110 3333,
Employee
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 16
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Fidelity
Magellan
Mutual Fund
Boston, MA
900 Salem
Street, ,
Smithfield, ,
RI, 02917, US
Fidelity Growth
& Income
Mutual Fund
Boston, MA
900 Salem
STreet,
Smithfield, RI,
02917, US
Fidelity Asset
Manager
Mutual Fund
Boston, MA
900 Salem
Street,
Smithfield,, RI,
02917, US
Fidelity Mid-Cap
Stock
Mutual Fund
Boston, MA
900 Salem
STreet,
Smithfield, RI,
02917, US
Page 8 of 16
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 9 of 16
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Beneficiary
Wells Fargo &
Company Common
Stock(WFC)
Thomas J.
Sartory 1995
Management
Trust
Verizon
Communications
Inc. Common
Stock(VZ)
Thomas J.
Sartory 1995
Management
Trust
Exxon Mobil
Corporation
Common
Stock(XOM)
Thomas J.
Sartory 1995
Management
Trust
Johnson &
Johnson Common
Stock(JNJ)
Thomas J.
Sartory 1995
Management
Trust
Microsoft
Corporation Common
Stock(MSFT)
Thomas J.
Sartory 2005
Management
Trust
Coca-Cola
Company (The)
Common Stock(KO)
Thomas J.
Sartory 2005
Management
Trust
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Page 10 of 16
Pepsico, Inc.
Common
Stock(PEP)
Thomas J.
Sartory 2005
Management
Trust
3M Company
Common
Stock(MMM)
Thomas J.
Sartory 2005
Management
Trust
Emerson Electric
Company Common
Stock(EMR)
Thomas J.
Sartory 2005
Management
Trust
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Page 11 of 16
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
15 years
2.99
2030
Bank of
America
430 Route
134, South
Dennis, MA,
02660, US
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 13 of 16
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 14 of 16
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Thomas J Sartory, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
6,Edward Mello 2015,"Statement of Financial Interests for 2015
Mello
Edward
Contact Phone Number:
Ted.mello@verizon.net
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Rehabilitation
Commission (MRC)
Area Director
01/18/2000
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
Area Director
01/18/2000
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
Area Director
01/18/2000
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
Area Director
01/18/2000
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
181 North St., Hyannis,
MA, 02601, US
Area Director
01/18/2000 11/30/2015
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
181 North St., Hyannis,
MA, 02360, US
Area Director
01/18/2000 11/30/2015
$60,001 to
100,000
Massachusetts
Rehabilitation
Commission (MRC)
181 Norh St., Hyannis,
MA, 02601, US
Area Director
01/18/2000 11/30/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Nuttall, Macavoy &
Joyce, P.C.
1020 Plain Street, Suite
270, Marshfield, MA, 02050,
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citi
P.O. Box 6243, Sioux
Falls, SD, 57117 6243,
15 Year
3.75
2020
Rockland
Federal Credit
Union
241 Union St., Rockland,
MA, 02370 1825, US
5 Years
2.79
2018
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Edward Mello, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
7,Ronald L Walker 2015,"Statement of Financial Interests for 2015
Walker
Ronald L
(617) 626-7122
ronald.l.walker@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Executive Office
of Labor and
Workforce
Development
(EOLWD)
Executive Office
of Labor and
Workforce
Development
(EOLWD)
1 Ashburton Place,
Boston, MA, 02108, US
Secretary
01/08/2015
Secretary
01/08/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
W.P. Carey CPA
Global 17 REIT
REIT
NY
Rockefeller
Plaza, NY, NY,
10020, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
First Republic
Bank
160 Federal Street,
Boston, MA, 02110, US
10 year interest only
6.5
2015
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
$100,001
or more
$100,001
or more
10 year
interest
only
5.25
2024
Creditor
Santande
r Bank
Creditor
Massachu
setts,
Cambridg
e, MA,
02138,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Ronald L Walker, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
8,Kristin Alexander 2015,"Statement of Financial Interests for 2015
Alexander
Kristin
(617) 989-9210
Kristin.Alexander@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Children and
Families (DCF)
600 Washington Street,
Boston, MA, 02111, US
Regional
Clinical
Manager
05/15/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Gartner
124 rublee street,
arlington, MA, 02476, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
USAA Mutual Fds
Tr Short-Term
Bond Fund
A(USSBX)
F, S/C
USAA Cornerstone
Moderately
Aggressive
Fund(USCRX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Ocwen
P.O. Box 24738, West
Palm Beach, FL, 33416,
15 years
4.25
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Kristin Alexander, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
9,Jennifer Ball 2015,"Statement of Financial Interests for 2015
Ball
Jennifer
(508) 532-7901
jball@ashlandmass.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Emergency
Management Agency
(MEMA)
Chief of
Staff
10/20/2013
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
Chief of
Staff
10/20/2013
Chief of
Staff
10/20/2013 04/18/2016
Massachusetts
Emergency
Management Agency
(MEMA)
400 Worcester Rd,
Framingham, MA, 01701, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
George
Washington
University
1922 F Street NW,
Suite, Washington, DC,
20052, US
Employee
$5,001 to 10,000
Lockheed
Martin
700 N. Frederick Ave,
Building 182,
Gaithersburg, MD,
20879, US
Independent Contractor
$1,001 to 5,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Ball Technical
þ
200 Pleasant St, Unit b,
Tewksbury, MA, 01876, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Ball Technical Services
200 Pleasant Street Unit B, Tewksbury, MA, 01876
Ball Technical Services
200 Pleasant St, Unit b, Tewksbury, MA, 01876, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Jeanne D'Arc
Credit Union
245 Chelmsford St,
Chelmsford, MA, 01824,
30
3.5
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Jennifer Ball, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
10,Bridget Cook 2015,"Statement of Financial Interests for 2015
Cook
Bridget
(781) 960-2800
bcook@sdm.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Middlesex County
Sheriff
400 Mystic Ave, Medford,
MA, 01826, US
Budget
Director
06/17/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Dracut Police
Dept.
110 Loon Hill Rd.,
Dracut, MA, 01826,
Police Officer
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Nationalstar
Mortgage
PO Box 619098, Dallas,
TX, 75261, US
30
3.99
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Bridget Cook, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
I answered all questions, but wanted to note an error in the report. I answered that I was not a candidate for public office, but upon review of my
responses, the report indicated I answered yes for this question. This is incorrect and I am not a candidate for public office.
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
11,Evan Bjorklund 2015,"Statement of Financial Interests for 2015
Bjorklund
Evan
(617) 727-7440
Ext : 27304
evan.bjorklund@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Office on
Disability (MOD)
One Ashburton Place,
Boston, MA, 02108, US
General
Counsel
10/04/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Santander Bank
75 State Street, Boston, MA,
02109, US
Manager
Havas Media Boston
10 Summer Street, Boston,
MA, 02110, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
WNE Law Alumni
Association Board of
Directors
1215 Wilbraham Road,
Boston, MA, 01119, US
Director
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
General Electric
Company Common
Stock(GE)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Fidelity
Disciplined Equity
Fund(FDEQX)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Evan Bjorklund, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
12,Ben Bradford 2015,"Statement of Financial Interests for 2015
Bradford
Ben
(781) 296-9967
bbradford@masslifesciences.com
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Life Sciences
Center (MLSC)
1000 Winter Street,
Waltham, MA, 02451, US
Director of
Regional
Development
Strategy
02/29/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Carrie
Nation
11 Beacon Street,
Boston, MA, 02108, US
Employee
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Ben Bradford, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
13,Deborah J Mendoza-Lochrie 2015,"Statement of Financial Interests for 2015
Mendoza-Lochrie
Deborah J
(617) 267-6767
Ext : 2218
deborah.mendoza-lochrie@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Office of the
Chief Medical
Examiner (OCME)
720 Albany Street,
Boston, MA, 02118, US
Chief of
Staff
06/15/2008
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Massachusetts
Parole Board
12 Mercer Road,
Natick, MA, 01760,
Field Parole
Officer
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of Easton
275 Washington Street,
Easton, MA, 02375, US
15 years
3.0
2030
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$100,001
or more
$100,001
or more
15 years
3.0
2030
Creditor
Bank of
Easton
Creditor
275
Washingt
on
Street,
Easton,
MA,
02375,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Deborah J Mendoza-Lochrie, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
14,Mark T. Conlon 2015,"Statement of Financial Interests for 2015
Conlon
Mark T.
(617) 742-8575
Ext : 327
mark.conlon@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Administrative
Office of the
Trial Court
(AOTC)
Acting
Director of
Human
Resources
11/02/2009
Administrative
Office of the
Trial Court
(AOTC)
Director of
Human
resources
11/01/2010
Administrative
Office of the
Trial Court
(AOTC)
Acting
Director of
Human
Resources
11/01/2009
Administrative
Office of the
Trial Court
(AOTC)
Acting
Director of
Human
Resources
11/01/2009
Administrative
Office of the
Trial Court
(AOTC)
Director of
Human
Resources
11/01/2010
Administrative
Office of the
Trial Court
(AOTC)
Director of
Human
Resources
11/22/2009
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
middlesex
savings bank
160, westford, MA,
01886, US
20 years
4
2031
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Mark T. Conlon, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
15,Dennis P McManus 2015,"Statement of Financial Interests for 2015
McManus
Dennis P
(508) 831-2330
dennis.mcmanus@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Worcester County
Superior Court
225 Main Street,
Worcester, MA, 01608, US
Clerk of
Courts
01/03/2007
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Dennis P. McManus DBA
Bail Clerk
5 Olde Century Farm Road,
West Boylston, MA, 01583
$1,001 to 5,000
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Name of Bond/ Other Security
Description of Investment
Income from Investment
Fidelity U-Fund
F, S/C
Certificates of
Participation
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Unibank
49 CHURCH STREET,
WHITINSVILLE, MA, 01588,
30 years
4.75
2039
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Dennis P McManus, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
16,Kathy Sanders 2015,"Statement of Financial Interests for 2015
Sanders
Kathy
(617) 626-8059
Kathy.Sanders@massmail.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Mental Health
(DMH)
25 Staniford Street,
Boston, MA, 02114, US
Deputy
Commissioner
11/01/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Massachusett
s General
Physician
Organization
15 Parkman Street,
Boston, MA, 02114, US
Employee
$1,001 to 5,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
Real Estate Address
Beneficiary
Sanderno
F, S/C
3-5 Ronald Road,
Arlington, MA,
02474, US
F, S/C
Sanderno
Transferor
Name of Trust
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Name of Trust
F, S/C, T
Mortgage
Receivable
Sanderno
3-5 Ronald Road,
Arlington, MA, 02474, US
F, S/C, T
Mortgage
Receivable
Sanderno
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Capital One
PO Box 105385, Atlanta,
GA, 30348, US
7/1 Adjustable Rate
2.875
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
3-5
Ronald
Road,
Arlingto
n, MA,
02474,
$100,001
or more
$100,001
or more
30 year
4.75
3038
Creditor
Santande
r Bank
Creditor
PO Box
619063,
Dallas,
TX,
75261,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Kathy Sanders, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
17,Thomas M. M Ryan 2015,"Statement of Financial Interests for 2015
Ryan
Thomas M. M
(617) 788-6275
thomas.ryan@sec.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Suffolk County
Registry of Deeds
First
Assistant
Register
04/01/2002
$60,001 to
100,000
Suffolk County
Registry of Deeds
First
Assistant
Register
04/01/2002
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15 Azalea Circle,
Dedham, MA,
02026, US
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
Name of Trust
37
Elizabeth
Island
Road
Realty
Trust
Real Estate Address
Beneficiary
37 Elizabeth island
Rd., EleE, Mashpee,
MA, 02649, US
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citizens Bank
1 Citizens Plaza,
Providence, RI, 02903,
30 Years
3.625
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Thomas M. M Ryan, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
18,Julie C Hayes 2015,"Statement of Financial Interests for 2015
Hayes
Julie C
(413) 545-4169
jhayes@hfa.umass.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
University of
Massachusetts
Dartmouth (UMASS)
Dean,
Humanities
and Fine Arts
09/01/2010
University of
Massachusetts
Dartmouth (UMASS)
Dean,
Humanities
and Fine Arts
09/01/2010
University of
Massachusetts
Dartmouth (UMASS)
Dean,
Humanities
and Fine Arts
09/01/2010
Dean of
Humanities
and Fine Arts
09/01/2010
University of
Massachusetts
Amherst (UMASS)
President's Drive,
Amherst, MA, 01003, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Raymond James
brokers
Mutual Fund
880 Carillon Parkway, St.
Petersburg, FL 33716
880 Carillon
Parkway, St.
Petersburg, FL,
33716, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Quicken Loans
1050 Woodward Avenue,
Detroit, MI, 48226, US
10 years
3.5
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Julie C Hayes, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
19,Kevin R Hayden 2015,"Statement of Financial Interests for 2015
Hayden
Kevin R
(978) 740-6500
kevin.hayden2@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Sex Offender
Registry Board
(SORB)
General
Counsel
10/21/2013 12/12/2014
$60,001 to
100,000
Sex Offender
Registry Board
(SORB)
45 Congress Street,
Salem, MA, 01970, US
Managing
Director
12/12/2014 06/02/2015
$60,001 to
100,000
Sex Offender
Registry Board
(SORB)
45 Congress Street,
Salem, MA, 01970, US
Chairman
06/02/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Friends of Youth
Opportunity Boston
7 Palmer Street, 2nd
Floor, Boston, MA, 02119,
Officer
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Nationstar
Mortgage
P.O. Box 619063, Dallas,
TX, 75261, US
30 years
4.125
2054
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$40,00
1 to
60,000
$40,001 to
60,000
4.15
03/01/2037
53 Johnswood
Rd.
Real Time
Resolutions
P.O. Box
731940,
Dallas, TX,
75373, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Kevin R Hayden, certify under the pains and penalties of perjury that:
Submitted: 06/21/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
20,Edward J Carr 2015,"Statement of Financial Interests for 2015
Carr
Edward J
(508) 935-2222
ed@mwrta.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
MassDOT/RTA-Regio
nal Transit
Authorities
MetroWest
Administrator
06/04/2007
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
West Central Street,
Natick, MA, 01760, US
15 years
2.75
2031
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Edward J Carr, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
21,Steven D. Pierce 2015,"Statement of Financial Interests for 2015
Pierce
Steven D.
Contact Phone Number:
Contact Email :
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Housing Court
Department,
Administrative
Office
24 New Chardon Street,
Boston, MA, 02114, US
Chief Justice
01/01/2003 09/30/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 15
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 15
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 15
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 15
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
T. Rowe Price
Growth Stock
Fd(PRGFX)
T. Rowe Price
International
Stock Fd(PRITX)
T. Rowe Price
New Horizons
Fd(PRNHX)
T. Rowe Price
Short Term Bond
Fd(PRWBX)
Virtus Balanced
Fund Class
A(PHBLX)
Dominion
Resources, Inc.
Common Stock(D)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 15
Manulife
Financial
Corporation
Common
Stock(MFC)
Johnson &
Johnson Common
Stock(JNJ)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Berkshire Bank
31 Court Street,
Westfield, MA, 01085
0000, US
30 years
3.50
2030
Berkshire Bank
31 Court Street,
Westfield, MA, 01085
0000, US
30 years
3.50
2030
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 11 of 15
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 12 of 15
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 13 of 15
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 14 of 15
I, Steven D. Pierce, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 15 of 15",268496,
22,Agapi Koulouris Stratakias 2015,"Statement of Financial Interests for 2015
Stratakias
Agapi Koulouris
(617) 660-4654
Agapi.Koulouris@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Criminal Justice
Information
Systems (DCJIS)
General
Counsel
06/01/2014
$60,001 to
100,000
Department of
Criminal Justice
Information
Systems (DCJIS)
200 Arlington Street,
Suite 2200, Chelsea, MA,
02150, US
General
Counsel
06/01/2014
$60,001 to
100,000
Department of
Criminal Justice
Information
Systems (DCJIS)
200 Arlington Street,
Suite 2200, Chelsea, MA,
02474, US
General
Counsel
06/01/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Liberty Mutual
173 Bedford Street,
Lexington, MA, 02420, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Central
Mortgage
Company
P.O. Box 8025, Little
Rock, AR, 72203, US
25 years
4.375
2039
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Agapi Koulouris Stratakias, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
23,Daniel Saroff 2015,"Statement of Financial Interests for 2015
Saroff
Daniel
(617) 910-5710
dsaroff@publiccounsel.net
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Committee for
Public Counsel
Services (CPCS)
Committee for
Public Counsel
Services (CPCS)
44 Bromfield St, Boston,
MA, 02108, US
Chief
Information
Officer
09/04/2014
CIO
09/04/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 17
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 17
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Verizon
Communications
Inc. Common
Stock(VZ)
British
Petrolium
Caterpillar,
Inc. Common
Stock(CAT)
Chemours Company
(The) Common
Stock(CC)
Chesapeake
Energy
Corporation
Common
Stock(CHK)
E.I. du Pont de
Nemours and
Company Common
Stock(DD)
Description of Investment
Principal Place of Business or State
of Incorporation
Preferred Stock
UK
P.O. Box 965006
, Orlando, FL,
32896 5006, US
Page 9 of 17
Electro
Scientific
Industries, Inc.
- Common
Stock(ESIO)
Frontline Ltd.
Ordinary
Shares(FRO)
General Electric
Company Common
Stock(GE)
Kinder Morgan,
Inc. Common
Stock(KMI)
Pfizer, Inc.
Common
Stock(PFE)
Potash
Corporation of
Saskatchewan
Inc. Common
Stock(POT)
Sinclair
Broadcast Group,
Inc. - Class A
Common
Stock(SBGI)
SolarEdge
Technologies,
Inc. - Common
Stock(SEDG)
Page 10 of 17
Weyerhaeuser
Company Common
Stock(WY)
Bank of America
Corporation
Common
Stock(BAC)
Big 5 Sporting
Goods
Corporation Common
Stock(BGFV)
Chevron
Corporation
Common
Stock(CVX)
Frontier
Communications
Corporation Common
Stock(FTR)
Nucor
Corporation
Common
Stock(NUE)
Sysco
Corporation
Common
Stock(SYY)
Page 11 of 17
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 12 of 17
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 13 of 17
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 14 of 17
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
Page 15 of 17
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Daniel Saroff, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
24,Christopher Fiori 2015,"Statement of Financial Interests for 2015
Fiori
Christopher
(781) 280-3647
fioric@middlesex.mass.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Middlesex
Community College
591 Springs Road,
Bedford, MA, 01730, US
Director of
Student
Financial
Services
08/12/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Lancaster Public
Library
717 Main Street,
Lancaster, MA,
01523, US
Library
Trustee for
Town of
Lancaster
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Staples Inc.
500 Staples Way, Framingham,
MA, 01702, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
General Electric
Company Common
Stock(GE)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Clinton
Savings Bank
Main Street, Clinton,
MA, 01510, US
15 years
4.25
2026
Clinton
Savings Bank
Main Street, Clinton,
MA, 01510, US
2026
3.00
2026
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Christopher Fiori, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
25,Gregory Short 2015,"Statement of Financial Interests for 2015
Short
Gregory
(617) 956-1547
gregory.short@state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Division of Banks
(DOB)
1000 washington st., 10th
floor, boston, MA, 02118,
Deputy
General
Counsel
02/17/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 16
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
BlackRock Funds
II, Strategic
Opportunities
Ptf
Institutional(BS
IIX)
Columbia U.S.
Government
Mortgage Fd Cl
R5(CGVRX)
Dreyfus/Standish
Global Fixed
Income Fund
Class I(SDGIX)
Fidelity Advisor
Short
Fixed-Income
Fund: Class
I(FSXIX)
Spartan U.S.
Bond Index Fd
Inv Cl(FBIDX)
Janus Flexible
Bond I
Shares(JFLEX)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 16
John Hancock Fds
II Strategic
Opportunities Fd
Class I(JIPIX)
Dreyfus
Opportunistic
Fixed Income
Class A(DSTAX)
Prudential
Short-Term
Corporate Bond
Fund, Inc. Class
Z(PIFZX)
Putnam High
Yield Trust
Class Y(PHYYX)
Virtus
Multi-Sector
Short Term Bond
Fund Class
I(PIMSX)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 16
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Page 11 of 16
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 13 of 16
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 14 of 16
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Gregory Short, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
26,David W Giannotti 2015,"Statement of Financial Interests for 2015
Giannotti
David W
(617) 371-9500
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
State Ethics
Commission
Public
Education and
Communication
s Division
Chief
04/28/2008
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Pinkerton
One Harbor Street,
Boston, MA, 02210, US
Employee
Less than $1,001
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Cape Cod Hospital
27 Park Street, Hyannis, MA,
02601, US
Employee
Another Level
þ
14 Turtleback Road, Marstons
Mills, MA, 02648, US
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Another Level
14 Turtleback Road, Marstons Mills, MA, 02648, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citizens Bank
PO Box 7000, Providence,
RI, 02940, US
15 years
4.25
2030
Citizens Bank
PO Box 7000, Providence,
RI, 02940, US
10 years
3.99
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, David W Giannotti, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
27,Denise C. Richardello 2015,"Statement of Financial Interests for 2015
Richardello
Denise C.
(413) 662-5201
denise.richardello@mcla.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
College of
Liberal Arts
375 Church Street, North
Adams, MA, 01267, US
Executive
Vice
President
09/26/1996
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Commonwealth
Financial
Network
F, S/C
Mutual Fund
Massachusetts
29 Sawyer Road,
Waltham, MA,
02453, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Hoosac Bank
Main Street, North
Adams, MA, 01267, US
10 years
2.99
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Denise C. Richardello, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
28,Catherine M McDonald 2015,"Statement of Financial Interests for 2015
McDonald
Catherine M
(617) 568-3150
CMcDonaldFerrara@massport.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
Boston, MA, 02186, US
Chief Legal
Counsel
10/20/1999
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Boston Collegiate
Charter School
11 Mayhew Street,
Dorchester, MA,
02125, US
Dean
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
100 North Tryon Street,
Charlotte, NC, 28255, US
30 years
5.25
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Catherine M McDonald Ferrara, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
29,David R. Johnston 2015,"Statement of Financial Interests for 2015
Johnston
David R.
(508) 946-2708
david.johnston@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Environmental
Protection
(MassDEP)
Deputy
Regional
Director
05/01/2012
$60,001 to
100,000
Department of
Environmental
Protection
(MassDEP)
Deputy
Regional
Director
05/01/2012
$60,001 to
100,000
Department of
Environmental
Protection
(MassDEP)
Deputy
Regional
Director
05/01/2012
Deputy
Regional
Director
05/01/2012
Department of
Environmental
Protection
(MassDEP)
20 Riverside Drive,
Lakeville, MA, 02347, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Equinix
One Lagoon Drive, Redwood
City, CA, 94065, US
Employee
Authair
11 Research Drive, Suite 1,
Woodbridge , CT, 06525, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Asylum/Stone
Hearth Pizza
F, S/C
Preferred Stock
Massachusetts
57 Leonard
Steet, Belmont,
MA, 02478, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Fall River
Municipal
Credit Union
333 Milliken Blvd, Fall
River, MA, 02712, US
10 years
2.75
2024
St. Anne's
Credit Union
1675 President's Ave.,
Fall River, MA, 02720,
5 years
3.0
2020
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, David R. Johnston, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
30,Michael J Lambert 2015,"Statement of Financial Interests for 2015
Lambert
Michael J
(857) 254-1997
mlambert@mbta.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
MassDOT/MBTA
10 Park Plaza - 4th
Floor, Boston, MA, 02116,
DptyAdministr
ator -Transit
08/22/2011
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Mass General Hospital
55 Fruit Street, Boston, MA, 02116
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PNC Bank
300 Fifth Avenue, The
Tower at PNC Plaza,,
pittsburgh, PA, 15222,
30 year
3.875
2044
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Michael J Lambert, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
31,Scott C MacLeod 2015,"Statement of Financial Interests for 2015
MacLeod
Scott C
(508) 820-1445
Contact Email :
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Emergency
Management Agency
(MEMA)
Mitigation &
Disaster
Recovery
Section Chief
08/12/2012
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
400 Worcester Road,
Framingham, MA, 01702, US
Chief of
Disaster
Recovery &
Hazard
Mitigation
08/12/2012
$60,001 to
100,000
Massachusetts
Emergency
Management Agency
(MEMA)
400 Worcester Road,
Framingham, MA, 01702, US
Chief of
Disaster
Recovery &
Hazard
Mitigation
08/12/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Deloitte
200 Berkley Street, Boston
MA 02116
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
TheWinesKnob LLC
45 Century Lane, Canton, MA,
02021, US
100%
Less than $1,001
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
30 year
3.3
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$100,001
or more
$100,001
or more
30
3.99
2043
Creditor
Creditor
ditech
mortgage
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Scott C MacLeod, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
32,Gregory White 2015,"Statement of Financial Interests for 2015
White
Gregory
(617) 973-8707
Greg.White@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Office of
Consumer Affairs
and Business
Regulations
(OCABR)
Ten Park Plaza, Boston,
MA, 02116, US
Chief of
Staff/General
Counsel
03/16/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Clark
University
950 Main Street,
Worcester, MA, 01610,
Employee
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Plexus Corporation
One Plexus Way, P.O. Box
156, Neenah, WI, 54957, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Beneficiary
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Morgan Stanley
Mutual Fund
Massachusetts
100 Front
Street,
Worcester,
MA, 01608,
Alice M.
White &
Francis A.
White
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
P.O. Box 21848,
Greensboro, NC, 27420
1818, US
10 year
4
2017
Ditech
P.O. Box 94710,
Palatine, IL, 60094, US
15
3.875
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Gregory White, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
33,James V Menno 2015,"Statement of Financial Interests for 2015
Menno
James V
(781) 830-1281
James.Menno@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Norfolk Probate
and Family Court
associate
justice
03/01/2014
Plymouth Probate
and Family Court
associate
justice
06/08/1995
associate
justice
03/01/2014
Norfolk Probate
and Family Court
35 Shawmut RD, Canton,
MA, 02021, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Town of walpole
Gould St, Walpole,
MA, 02081, US
instructional
aid
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
rockland
federal credit
union
241 Union STreet,
Rockland, MA, 02370, US
20 years
3.875
2031
rockland
federal credit
union
241 Union St, Rockland,
MA, 02370, US
15 years
3.75
2030
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, James V Menno, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
34,Jonathan Rand 2015,"Statement of Financial Interests for 2015
Rand
Jonathan
(617) 879-7263
jrand@massart.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
College of Art
and Design
(MassArt)
621 Huntington Ave,
Boston, MA, 02115, US
Registrar
01/02/2013
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
North Shore Community
College
300 Broad Street, Lynn, MA,
01901, US
Employee
Beverly Farmer's Market
þ
3 Agate ST, Beverly, MA,
01915, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Beverly Farmer's Market
3 Agate ST, Beverly, MA, 01915, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Beverly Farmer's Market
3 Agate ST, Beverly, MA, 01915,
Director
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Mass Housing
1 Beacon Street, Boston,
MA, 02108, US
30
4.5
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Jonathan Rand, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
35,Anthony S Owens 2015,"Statement of Financial Interests for 2015
Owens
Anthony S
(617) 288-9500
Ext : 201
anthony.owens@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Boston Municipal
Court-Dorchester
District
Clerk
Magistrate
05/19/2004
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Justice George Lewis
Ruffin Society Northeastern
360 Huntingtin Avenue,
Boston, MA, 02115, US
Officer
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PNC Mortgage
P.O. Box 6534, Carol
Stream, IL, 60197, US
30 year Mortgage
4.500
2039
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Anthony S Owens, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
36,Catherine K Byrne 2015,"Statement of Financial Interests for 2015
Byrne
Catherine K
(617) 788-8700
catherine.byrne@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
District Court Circuit
Associate
Justice
01/18/2013
District Court Circuit
Associate
Justice
01/01/2014 12/31/2014
Associate
Justice
01/01/2015
Boston Municipal
Court Department
(BMC)
24 New Chardon Street,
Boston, MA, 02114, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Vanguard Voyager
Mutual Fund
Pennsylvania
455 Devon Park
Drive, Wayne,
PA, 19087 1815,
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Flagstar Bank
5151 Corporate Drive,
Troy, MI, 48098, US
15 years
2.99
2029
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Catherine K Byrne, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
37,Michael R Kass 2015,"Statement of Financial Interests for 2015
Kass
Michael R
(781) 859-1311
mkass@armstrongambulance.com
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Public Health
(DPH)
99 Chauncey Street,
Boston, MA, 02111, US
Director of
Office of
Emergency
Medical
Services
01/12/2015 11/28/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Armstrong
Ambulance
Service
87 Mystic Street,
Arlington, MA, 02474,
Manager
$5,001 to 10,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
1325 Worcester
Rd, D6,
Framingham, MA,
01701, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
1325
Worceste
r Rd,
D6,
Framingh
am, MA,
01701,
$20,001
to
40,000
$5,001
to
10,000
20 years
3.87
2023
Bank of
America
P.O. Box
15227,
Wilmingt
on, DE,
19886,
1325
Worceste
r Rd,
D6,
Framingh
am, MA,
01701,
$60,001
to
100,000
$40,001
to
60,000
30 year
3.375
2033
Nationst
ar
P.O. Box
619063,
Dallas,
TX,
75261,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Michael R Kass, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
38,Francis V Kenneally 2015,"Statement of Financial Interests for 2015
Kenneally
Francis V
(617) 557-1188
francis.kenneally@sjc.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Supreme Judicial
Court (SJC)
John Adams Courthouse,
One Pemberton Square,
Boston, MA, 02108, US
Clerk
11/06/2013
Massachusetts
Supreme Judicial
Court (SJC)
John Adams Courthouse,
One Pemberton Square,
Boston, MA, 02108, US
First
Assistant
Clerk
03/01/2011 11/05/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
DCR
Nantasket Beach,
Hull, MA, 02045, US
Parking Lot
Attendant
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Dunkin Donuts
1540 Commercial Street,
Weymouth, MA, 02189, US
Employee
CVS
1515 Commercial Street,
Weymouth, MA, 02189, US
Employee
Wellesley College
106 Central Street,
Wellesley, MA, 02189, US
Employee
CVS
25 Washington Street, we,
MA, 02482, US
Employee
Bemtley University
175 Forest Street, Waltham ,
MA, 02452, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Nationstar
Mortgage
PO Box 650783, Dallas,
TX, 75261, US
35
4
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Francis V Kenneally, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
39,Joanne O Morin 2015,"Statement of Financial Interests for 2015
Morin
Joanne O
(617) 626-7319
joanne.morin@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Energy Resources
(DOER)
100 Cambridge Street,
Boston, MA, 02114, US
Deputy
Commissioner
12/14/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Consortium
for Energy
Efficiency
98 N Washington Street,
Boston, MA, 02114, US
Manager
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Maxonic
2041 Mission College Blvd
Suit, Santa Clara, CA,
95054, US
Employee
IC Compliance LLC
1065 E Hillsdale Blvd #3,
Foster City , CA, 94404, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Income Property
55-57 Pearl Street, Laconia,
NH, 03246, US
100%
$10,001 to 20,000
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Fidelity Bank
PO Box 2737, Wichita,
KS, 67201, US
15 years
3.25
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
55-57
Pearl
st,
Laconia,
NH,
03246,
F, S/C
$100,001
or more
$100,001
or more
15 years
3.25
2028
Creditor
Fidelity
Bank
Creditor
PO Box
2737,
Wichita,
KS,
67201,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$1,001
to
5,000
$1,001 to
5,000
3
06/22/2026
Cash advance
Chase
PO Box 15298,
Wilminton,
DE, 19850
5298, US
$10,00
1 to
20,000
$5,001 to
10,000
3
06/22/2026
Cash advance
Discover
PO Box 30943,
Salt Lake
City, UT,
84130, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Joanne O Morin, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
40,Gloriann Moroney 2015,"Statement of Financial Interests for 2015
Moroney
Gloriann
(508) 650-4509
gloriann.moroney@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Parole Board
12 Mercer Road, Natick,
MA, 01760, US
General
Counsel
01/17/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
County
Suffolk
County
District
Attorney's
Office
One Bulfinch
Place,
Boston, MA,
MA, 02114,
Assistant
District
Attorney
$60,001 to
100,000
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Boston Police
Department
One Schroeder Plaza,
Boston, MA, 02127,
Police
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
US bank home
mortgage
PO Box 21948, Eagan, MN,
55121, US
30 years
3.75
2046
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Gloriann Moroney, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
41,Michael A. a Avery 2015,"Statement of Financial Interests for 2015
Avery
Michael A. a
(617) 979-8605
michael.avery2@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Early Education
and Care (EEC)
Department of
Early Education
and Care (EEC)
1250 Hancock Street,
Quincy, MA, 02169, US
Regional
Director
07/01/2009
$60,001 to
100,000
Regional
Director
07/01/2009 06/30/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Department of
Early Education
and Care
10 Austin Street,
Worcester, MA,
01609, US
Regional
Director
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
TD BankNorth
362 Allen Avenue,
Portland, ME, 04103, US
15
3.375
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Michael A. a Avery, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
42,David Rondeau 2015,"Statement of Financial Interests for 2015
Rondeau
David
Contact Phone Number:
Contact Email :
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Children and
Families (DCF)
Director of
Areas
11/02/2014
$10,001 to
20,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, David Rondeau, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
43,Michael Quinlin 2015,"Statement of Financial Interests for 2015
Quinlin
Michael
(617) 973-8503
michael.quinlin@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Marketing
Partnership (MMP)
Massachusetts
Marketing
Partnership (MMP)
10 Park Plaza, Suite
4510, Boston, MA, 02116,
Commonwealth
Marketing
Officer
12/17/2012
$60,001 to
100,000
Commonwealth
Marketing
Officer
12/16/2012
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Boston Irish Tourisn Assn
HOME, Milton, MA, 02186
Boston Irish Tourism Association
HOME, Milton, MA, 02186, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Boston Irish Tourism
Association
HOME, Milton, MA, 02186, US
Director
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Michael Quinlin, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
44,John A O'Leary 2015,"Statement of Financial Interests for 2015
O'Leary
John A
(413) 527-8107
john.oleary@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Fish and Game
(DFG)
Department of
Fish and Game
(DFG)
254 Causeway, Boston, MA,
02114, US
Assistant
Director of
Wildlife
10/20/2020
$60,001 to
100,000
Assistant
Director of
Wildlife
06/01/2013 12/11/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
White House Farm
þ
40 Miller Ave, Southampton,
MA, 01073, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
White House Farm
40 Miller Ave, Southampton,
MA, 01073, US
$10,001 to 20,000
during 2015, and provide the required information for each.
White House Farm
40 Miller Ave, Southampton, MA, 01073
White House Farm
40 Miller Ave, Southampton, MA, 01073, US
Page 3 of 13
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, John A O'Leary, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
The following are the specific Question(s) for which information could not be obtained from your spouse and/or any dependent child(ren) residing
in your household:
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
45,Paul D. D Dietl 2015,"Statement of Financial Interests for 2015
Dietl
Paul D. D
(617) 878-9701
paul.d.dietl@hrd.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Human Resources
Division (HRD)
Chief Human
Resources
Officer
01/06/2007
Human Resources
Division (HRD)
Agency HEad
01/01/2011
Human Resources
Division (HRD)
Agency Head
01/01/2012
Human Resources
Division (HRD)
chief Human
Resource
Officer
01/06/2007
Human Resources
Division (HRD)
CHRO
01/06/2007
Human Resources
Division (HRD)
one ashburton room 301,
Boston, MA, 02198, US
Agency Head
01/01/2007
Human Resources
Division (HRD)
47 Taft Ave, Newton, MA,
02465, US
Agency Head
01/04/2007
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Page 2 of 15
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Page 3 of 15
during 2015, and provide the required information for each.
UMB
100 Morisy BLVD, Boston, MA, 02120
Umass Boston
100 Morriseey BLVD, Boston, MA, 02129
UMB
100 Morrissey BLVD, Boston, MA, 02120
Umass Boston
100 Morrissey BLVD, Boston, MA, 02120
Umass Boston
100 Morrissey BLVD, Boston, MA, 02120
Umass Boston
100 Morrissey Blvd, Boston, MA, 02129
UMB
100 Morisy BLVD, Boston, MA, 02120, US
UMB
100 Morisy Blvd, Bostoin, MA, 02120, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 4 of 15
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 6 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 15
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Vanguard U.S.
Growth Fund
Admiral
Shares(VWUAX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 9 of 15
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PNC mortgage
Co
1 Wall street,
Burlington, MA, 01803,
30 yr. Mortgags
3.5
2040
Page 10 of 15
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 11 of 15
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 12 of 15
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 13 of 15
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 14 of 15
I, Paul D Dietl, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 15 of 15",268496,
46,Paul F Jean 2015,"Statement of Financial Interests for 2015
Jean
Paul F
(508) 680-6335
paul.jean@bridgew.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Bridgewater State
University
131 Summer Street,
Bridgewater, MA, 02325,
Vice
President for
Marketing and
Communication
s
07/01/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Rockland Trust Co.
288 Union Street, Rockland,
MA, 02370, US
Manager
Southers Marsh Golf
Club
30 Southers Marsh Lane,
Plymouth, MA, 02360, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
SunTrust
Mortgage
C/O NTC, 2100 Alt 19
North, Palm Harbor, FL,
34685, US
20 years
3.75
2033
Rockland Trust
Co.
288 Union St, Rockland,
MA, 02370, US
Rolling
3.25
2033
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Paul F Jean, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
47,Barry J LaCroix 2015,"Statement of Financial Interests for 2015
LaCroix
Barry J
(617) 887-5650
lacroixb@dor.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Criminal Justice
Information
Systems (DCJIS)
Executive
Director
05/15/2000
$60,001 to
100,000
Massachusetts
Department of
Revenue (DOR)
Chief
Information
Resources
Bureau
01/02/2008
Executive Office
for
Administration &
Finance (A&F)
Chief,
Information
Resources
Bureau
01/02/2008
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Atrius Health
2 Essex Center Drive,
Peabody, MA, 01960, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Shrewsbury
Transmission
727 Hartford Turnpike,
Shrewsbury, MA, 01545, US
10%
during 2015, and provide the required information for each.
Harvard Vanguard Medical
Associates
2 Essex Center Drive, Peabody, MA, 01960
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Essex County
Greenbelt
Association
82 Eastern Ave, Essex, MA,
01929, US
Director
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
MountainOne
Bank
93 Main Street, North
Adams, MA, 01247, US
15
2.625
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
123
Beaver
Meadow
Road,
Easton,
NH,
03580,
F, S/C
$100,001
or more
$60,001
to
100,000
15
3.875
2021
Creditor
Chase
Home
Finance
Creditor
PO BOx
188166,
Columbus
, OH,
43218
3166, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Barry J LaCroix, certify under the pains and penalties of perjury that:
Submitted: 06/27/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
48,Timothy Merrill M Jones 2015,"Statement of Financial Interests for 2015
Jones
Timothy Merrill M
(413) 755-2258
timothy.jones@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Environmental
Protection
(MassDEP)
Presiding
Officer
10/13/2009
$60,001 to
100,000
Department of
Environmental
Protection
(MassDEP)
Presiding
Officer
10/13/2009
$60,001 to
100,000
Department of
Environmental
Protection
(MassDEP)
Presding
Officer
10/13/2009
$60,001 to
100,000
Presiding
Officer Counsel II
08/13/2009
$60,001 to
100,000
Department of
Environmental
Protection
(MassDEP)
436 Dwight Street,
Springfield, MA, 01103,
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
City of
Northampton
Main Street,
Northampton, MA,
01060, US
City Planner
Services Provided
Page 2 of 13
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Northampton
Cooperative
Bank
King Street,
Northampton, MA, 01060,
30 year
4
2036
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Timothy Merrill M Jones, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
49,James H Salvie 2015,"Statement of Financial Interests for 2015
Salvie
James H
(617) 679-6888
james.salvie@trb.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
$60,001 to
100,000
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
$60,001 to
100,000
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
$60,001 to
100,000
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
General
Counsel
04/07/2003
Massachusetts
Teachers'
Retirement System
(MTRS)
Massachusetts
Teachers'
Retirement System
(MTRS)
One Charles Park,
Cambridge, MA, 02142
1206, US
General
Counsel
04/07/2003
General
counsel
04/07/2003
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
17 Boxboro Road,
Stow, MA, 01775,
F, S/C
Yes
Mackey, John
17 Boxboro Rd,
Stow, MA,
01775, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Cambridge
Trust Company
1825 Massachusetts
avenue, Cambridge, MA,
02143, US
20 years
3.85
2033
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, James H Salvie, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
50,Henry M Mukasa 2015,"Statement of Financial Interests for 2015
Mukasa
Henry M
(617) 854-1161
hmukasa@masshousing.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Housing Financing
Agency
(MassHousing)
Director of
Rental
Management
09/28/2007
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Janus Fund R
Shs(JDGRX)
Wells Fargo Adv
Fd, Emerging
Growth A(WEMAX)
RiverSource Life
Ins. Company
Mutual of Omaha
Description of Investment
Principal Place of Business or State
of Incorporation
Annuity
Minneapolis
1751 Ameriprise
Fin. Center,
Minneapolis, MN,
55474, US
Annuity
Nebraska
3300 Mutual of
Omaha Plaza,
Nebraska, NE,
68175, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
HarborOne
Credit Union
1 Credit Union Way,,
Randolph,, MA, 02368, US
15 years
3
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Henry M Mukasa, certify under the pains and penalties of perjury that:
Submitted: 06/21/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
51,Carol D Hebb 2015,"Statement of Financial Interests for 2015
Hebb
Carol D
Contact Phone Number:
Contact Email :
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
MassDOT/Highway
Division
10 Park Plaza, Boston,
MA, 02116, US
Construction
Engineer
01/27/2005 06/30/2015
Construction
Engineer
01/27/2005
MassDOT/Highway
Division
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Northeast Animal
Shelter
Highland Ave, Salem, MA,
01970, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Carol D Hebb, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
52,Linda m Medonis 2015,"Statement of Financial Interests for 2015
Medonis
Linda m
(617) 788-6636
linda.medonis@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Probate and
Family Court
Department,
Administrative
Office
Deputy Court
Administator
09/23/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
powerplay sales
home address, marshfield, MA, 02050
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Santander Bank
plaint street,
marshfield, MA, 02050,
15 year
2.99
2030
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Linda m Medonis, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
53,Neldy Jean-Francois 2015,"Statement of Financial Interests for 2015
Jean-Francois
Neldy
(617) 727-2108
neldy.jean-francois@state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Division of
Professional
Licensure (DPL)
1000 Washington Street,
Boston, MA, 02118, US
Executive
Director,
Allied Health
& Certified
Public
Accountancy
Boards
03/07/2011 08/09/2015
$60,001 to
100,000
Division of
Professional
Licensure (DPL)
1000 Washington Street,
Boston, MA, 02118, US
Chief of
Staff
08/09/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Green Tree
Servicing LLC
345 St. Peter Street,
St. Paul, MN, 55102, US
30 years
5.75
2040
Bank of
America
P.O. Box 15222,
Wilmington, DE, 19886
5222, US
30 years
7.875
2037
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Neldy Jean-Francois, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
54,Renae L Lias 2015,"Statement of Financial Interests for 2015
Lias
Renae L
(508) 929-8492
rliasclaffey@worcester.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Worcester State
University
486 Chandler Street,
Worcester, MA, 01602, US
Assistant to
the President
for Campus
Communication
s
09/23/2013
$60,001 to
100,000
Worcester State
University
486 Chandler Street,
Worcester, MA, 03064, US
Assistant to
the President
for Campus
Communication
s
09/23/2013
$60,001 to
100,000
Worcester State
University
486 Chandler Street,
Worcester, MA, 03064, US
Assistant to
the President
for Campus
Communication
s
09/23/2013
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
City of Nashua,
NH
Riverside Street,
Nashua,, NH, 03060,
teacher
Municipal
Poudre School
District, CO
2407 LaPorte Avenue,
Fort Collins, CO,
80521, US
teacher in
service
Services Provided
Page 2 of 17
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Izod Corporation
200 Madison Avenue, New
York, NY, 10016, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Page 3 of 17
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
AT&T Inc.(T)
F, S/C
Microsoft
Corporation Common
Stock(MSFT)
F, S/C
Wacho
F, S/C
Fidelity Blue
Chip Growth
Fund(FBGRX)
F, S/C
Wells Fargo &
Company Common
Stock(WFC)
F, S/C
Cisco Systems,
Inc. - Common
Stock(CSCO)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
securities
St. Louis, MO
One North
Jefferson, St.
L, MO, 63103
2205, US
Page 9 of 17
Comcast
Corporation Class A Common
Stock(CMCSA)
F, S/C
Alibaba Group
Holding Limited
American
Depositary
Shares each
representing one
Ordinary
share(BABA)
F, S/C
SPDR Select
Sector Fund Consumer
Discretionary(XL
Y)
F, S/C
SPDR Select
Sector Fund Technology(XLK)
F, S/C
SPDR Select
Sector Fund Consumer
Staples(XLP)
F, S/C
Electronic Arts
Inc. - Common
Stock(EA)
F, S/C
Citigroup, Inc.
Common Stock(C)
F, S/C
Merck & Company,
Inc. Common
Stock (new)(MRK)
F, S/C
Page 10 of 17
Activision
Blizzard, Inc Common
Stock(ATVI)
F, S/C
Simulations
Plus, Inc. Common
Stock(SLP)
F, S/C
Exxon Mobil
Corporation
Common
Stock(XOM)
F, S/C
Statoil ASA(STO)
F, S/C
Facebook, Inc. Class A Common
Stock(FB)
F, S/C
China Agritech
F, S/C
Common Stock
Beijing, China
Chaoyang
District,
Beijing, 10
0024, Hangzhou,
China
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 17
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Wells Fargo &
Company New
Depository Share
Representing
1/1000th Perp.
Preferred Class A
Series T(WFC$T)
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase Bank
270 Park Ave., New York,
NY, 10017, US
30
4.75
2040
Page 12 of 17
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 13 of 17
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 14 of 17
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 15 of 17
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Renae L Lias, certify under the pains and penalties of perjury that:
Submitted: 08/02/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
55,Jane Lei Wang 2015,"Statement of Financial Interests for 2015
Wang
Jane Lei
(857) 204-1806
jane.wang@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Division of
Capital Asset
Management and
Maintenance
(DCAMM)
Director of
State Office
Planning
10/01/2012
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Johns Hopkins Applied
Physics Lab
11100 Johns Hopkins Road,
Laurel, MD, 20723, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
facility management
1 Ashburton Pl, Boston, MA,
02108
$60,001 to 100,000
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Fidelity
F, S/C
Mutual Fund
Worldwide
Summer Street,
Boston, MA,
02210, US
Vanguard
F, S/C
Mutual Fund
Worldwide
Vanguard Blvd,
Malvern, PA,
19355, US
T Rowe Price
F, S/C
Mutual Fund
Worldwide
Painters Mill
Rd, Owings
Mills, MD,
21117, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
P.O. Box 10335, Des
Moines, IA, 50306, US
15 yr
3.125
2027
bank of
america
Elm Street, Andover, MA,
01810, US
variable
3
2029
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$100,001
or more
$100,001
or more
30
3
2045
Creditor
Pentagon
Federal
Credit
Union
Creditor
Eisenhow
er
Avenue,
Alexandr
ia, VA,
22314,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Jane Lei Wang, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
56,Susan K. Maggioni 2015,"Statement of Financial Interests for 2015
Maggioni
Susan K.
(781) 239-2461
smaggioni@massbay.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Mass Bay
Community College
50 Oakland Street,
Wellesley, MA, 02481, US
Dean of
Business and
Professional
Studies
06/01/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Uber
þ
Not Available, Not
Available, MA, 00000, US
Independent Contractor
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Kinz Family Limited
Partnership
54 Colburn Rd., Wellesley,
MA, 02481, US
33%
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
119 Herbert
Street,
Framingham, MA,
01701, US
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Dedham Savings
Bank
Elm Street, Dedham, MA,
02026, US
30
3
2033
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Susan K. Maggioni, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
57,Judith F Judson 2015,"Statement of Financial Interests for 2015
Judson
Judith F
(617) 626-7351
judith.judson@state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Energy Resources
(DOER)
100 Cambridge Street,
Suite 1020, Boston, MA,
02114, US
Commissioner
04/30/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Customized
Energy
Solutions
1528 Walnut Street,
22nd Floor,
Philadelphia, PA,
19102, US
Employee
$60,001 to
100,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
JP Morgan
Chase Bank,
N.A.
PO BOX 9001871,
Louisville, KY, 40290,
30
3.5
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Judith F Judson, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
58,Timothy S Buckley 2015,"Statement of Financial Interests for 2015
Buckley
Timothy S
(617) 725-4025
Timothy.Buckley@state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Office of
Governor of the
Commonwealth
State House, Room 265,
Boston, MA, 02133, US
Communication
s Director
01/08/2014 03/01/2016
Office of
Governor of the
Commonwealth
State House, Room 360,
Boston, MA, 02133, US
Senior
Advisor
03/01/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 16
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 16
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
American Funds Capital World
Growth & Income
Fund Class R-4
Shares(RWIEX)
American Funds
New World Fund
A(NEWFX)
American Funds
SMALLCAP World
A(SMCWX)
American Funds
EuroPacific
Growth A(AEPGX)
American Funds
Fundamental
Investors Class R2E(RFEBX)
HIMCO VIT
American Funds
Growth
Fund(HVIHX)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 16
Prudential
Jennison Mid Cap
Growth Fd, Inc.
Cl Q(PJGQX)
Prudential
Jennison Small
Company Fund
Class A(PGOAX)
Sentinel Mid Cap
Fd Cl C(SMGCX)
Vanguard REIT
ETF - DNQ(VNQ)
American Funds
New World Fund
A(NEWFX)
American Funds
SMALLCAP World
A(SMCWX)
American Funds
EuroPacific
Growth A(AEPGX)
American Funds
Fundamental
Investors Class R2E(RFEBX)
Page 10 of 16
HIMCO VIT
American Funds
Growth
Fund(HVIHX)
American Funds
EuroPacific
Growth A(AEPGX)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Timothy S Buckley, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
59,Maureen O'Shea 2015,"Statement of Financial Interests for 2015
O'Shea
Maureen
(508) 362-2131
Ext : 4574
moshea@capecod.edu
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Cape Cod
Community College
2240 Iyannough Rd., West
Barnstable, MA, 02668, US
Director of
Institutional
Research &
Planning
03/04/2013
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Pioneer Valley Transit
Authority
2808 Main St., NOVALUE,
Springfield, MA, 01107, US
Employee
Beth Israel Deaconess
Medical Center
Sherman 246, 330 Brookline
Ave, Boston, MA, 02215, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 16
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Association to
Preserve Cape Cod
482 Main St., Dennis, MA,
02638, US
Trustee
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
T. Rowe Price
Capital
Appreciation
FUnd
Mutual Fund
MD
100 East Pratt
Street,
Baltimore, MD,
21202, US
Fidelity
Contrafund Fund
Mutual Fund
MA
200 Seaport Blv,
Boston, MA,
02210, US
Fidelity Low
Price Stock Fund
Mutual Fund
MA
200 Seaport
Blvd, Boston,
MA, 02210, US
Fidelity
Floating Rate
High Income Fund
Mutual Fund
MA
200 Seaport Blvd
, Boston,, MA,
02210, US
Oakmark Fund Cl
I(OAKMX)
Vanguard Equity
Income Pt(VEIPX)
Page 9 of 16
Vanguard Health
Care ETF DNQ(VHT)
American Funds
New Perspective
Cl F2
PIMCO Total
Return Fd IV
A(PTUZX)
American Funds
New World Fund
Cl F-1Shs(NWFFX)
Royce PA Mutual
Fund Investment
Cl
Vanguard
Inflation
Protected
Securities
Fund(VIPSX)
Proctor and
Gamble
Mutual Fund
CA
333 South Hope
Street, Los
Angeles, MA,
90071, US
Mutual Fund
NY
745 Fifth
Avenue, New
York, NY, 10151,
Common Stock
OH
1 P&G Plaza,
Cincinnati, OH,
45202, US
Page 10 of 16
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
420 Montgomery St., San
Francisco, CA, 94104, US
30 year
3.5
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Maureen O'Shea, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
60,Mildred Garcia Serrano 2015,"Statement of Financial Interests for 2015
Garcia Serrano
Mildred
(508) 946-2727
Millie.Garcia-Serrano@massmail.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Environmental
Protection
(MassDEP)
20 Riverside Drive,
Lakeville, MA, 02347, US
Regional
Director
07/01/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
St. Anne's
Credit Union
286 Oliver Street, Fall
River, MA, 02724, US
28 years
4.125
2044
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$10,00
1 to
20,000
$10,001 to
20,000
9.99
06/30/2019
None
Discover
Loans
P.O.Box
30943, Salt
Lake City,
UT, 84130
0943, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Mildred Garcia Serrano, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
61,Fred J Peterson 2015,"Statement of Financial Interests for 2015
Peterson
Fred J
(617) 954-2459
fpeterson@signatureboston.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Convention Center
Authority (MCCA)
415 summer street,
Boston, MA, 02210, US
director of
facilities
operations
01/01/2015 06/30/2015
Massachusetts
Convention Center
Authority (MCCA)
415 summer street,
Boston, MA, 02210, US
Interim
Executive
Director
07/01/2015 12/31/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Boston Public
Schools
2300 Washington
Street, Roxbury, MA,
02119, US
clinical care
coordinator
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 15
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Beachbody
þ
3301 Exposition Blvd. 3rd
Floor, Santa Monica, CA,
90404, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 15
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 15
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
9 St. William
Street,
Dorchester, MA,
02125, US
45 Middle Street,
South Boston, MA,
02127, US
123 H Street,
South Boston, MA,
02127, US
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 5 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 6 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 8 of 15
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Bank of America
Corporation
Common
Stock(BAC)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 9 of 15
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
JPMorgan Chase
Bank, N.A.
PO Box 182613, Columbus,
OH, 43218, US
30 years
3.875
2041
Page 10 of 15
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
45
Middle
Street,
South
Boston,
MA,
02127,
$100,001
or more
$100,001
or more
30 years
5
2044
quicken
loans
1050
Woodward
Avenue,
Detroit,
MI,
48226,
9 St.
William
Street,
Dorchest
er, MA,
02125,
$100,001
or more
$100,001
or more
30 years
4.75
2041
East
Boston
Savings
Bank
350 Main
Street,
Malden,
MA,
02148,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
2, Merganser
Lane, Yarmouth,
MA, 02673, US
30
2.75
2041
Wells Fargo
PO Box 14411,
Des Moines,
IL, 50306
3411, US
Page 11 of 15
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 12 of 15
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 13 of 15
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 14 of 15
I, Fred J Peterson, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 15 of 15",268496,
62,Charles S. Borstel 2015,"Statement of Financial Interests for 2015
Borstel
Charles S.
(617) 727-0026
charles.borstel@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Division of
Professional
Licensure (DPL)
Division of
Professional
Licensure (DPL)
1000 Washington Street,
Boston, MA, 02118, US
Director
03/02/2015
Director
03/02/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
100 North Tryon Street,
Charlotte, NC, 28255, US
15
2.75
2030
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Charles S. Borstel, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
63,Jim Flanagan 2015,"Statement of Financial Interests for 2015
Flanagan
Jim
(978) 994-9451
jimdflanagan@gmail.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Virtual Schools Department of
Elementary and
Secondary
Education (ESE)
141 Mansion Drive, Suite
300, East Walpole, MA,
02032, US
Board
Treasurer
09/24/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Flanagan
Education
Services LLC
863 Webster Street,
Needham, MA, 02492 978
, US
$60,001 to
100,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Amplify
55 Washington Street, Suite
900, Brooklyn, NY, 11201
1071
Flanagan Education
Services LLC
863 Webster Street, Needham,
MA, 02492, US
100%
$60,001 to 100,000
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Flanagan Education
Services LLC
863 Webster Street,
Needham, MA, 02492 978 ,
Officer
$60,001 to 100,000
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
Real Estate Address
Nature of Interest
F, S/C
Mortgage
Receivable
Name of Trust
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Fidelity Advisor
Asset Manager
20% Class
A(FTAWX)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Santander Bank
965 Great Plain Avenue,
Needham, MA, 02492, US
30 year
3.0
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Jim Flanagan, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
64,Alix M. Quan 2015,"Statement of Financial Interests for 2015
Quan
Alix M.
(617) 727-2403
alix.quan@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
State Library of
Massachusetts
Assistant
Director/Head
of Reference
02/20/2006
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Interactive Tactical
Group
þ
55 Wallace Street,
Somerville, MA, 02144, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
1. Interactive Tactical Group; 2.
Michael Quan Pho
55 Wallace Street, Somerville, MA, 02144
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Interactive Tactical Group
55 Wallace Street, Somerville,
MA, 02144, US
Officer
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Rand Road, Buckland, MA,
01370, US
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Intel
Corporation Common
Stock(INTC)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Apple Inc. Common Stock(AAPL)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
360 months
3.75
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Alix M. Quan, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
65,Kevin R Connelly 2015,"Statement of Financial Interests for 2015
Connelly
Kevin R
(508) 897-5400
Ext : 5454
kevin.connelly@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Suffolk Probate
and Family Court
Justice
06/24/2013
Suffolk Probate
and Family Court
Assoc Justice
06/24/2013
Suffolk Probate
and Family Court
Assoc Justice
06/24/2013
Associate
Justice
06/24/2013
Administrative
Office of the
Trial Court
(AOTC)
2 Center Plaza, Boston,
MA, 02108, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Page 2 of 13
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Sacred Heart School
Rt 80, Kingston, MA, 02364
Page 3 of 13
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Seterus/Bank
of America
30 year/30 year
5.375
2032
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Kevin R Connelly, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
66,Nate Little 2015,"Statement of Financial Interests for 2015
Little
Nate
(617) 954-2309
NLittle@signatureboston.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Convention Center
Authority (MCCA)
415 Summer St, Boston MA,
MA, 02210 3433, US
Director of
Communication
s and
External
Relations
03/23/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Babson
College
231 Forest St,
Wellesley, MA, 02457,
Manager
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 16
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Abby Kelley Foster
Public Charter School
10 New Bond St, Worcester ,
MA, 01606, US
Manager
Abby Kelley Foster
Public Charter School
10 New Bond St, Worcester ,
MA, 01606, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 16
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 16
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
SPDR Barclays
1-3 Month T-Bill
ETF(BIL)
Central Fund of
Canada Limited
Common
Stock(CEF)
Comcast
Corporation Class A Common
Stock(CMCSA)
General Electric
Company Common
Stock(GE)
Pepsico, Inc.
Common
Stock(PEP)
Philip Morris
International
Inc Common
Stock(PM)
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 16
Sprott Physical
Silver Trust
ETV(PSLV)
Statoil ASA(STO)
Textainer Group
Holdings Limited
Common
Shares(TGH)
TOTAL SA
Common Stock
France
Tout Total,
Courbevoie,
France
VANECK VECTORS
ETF TR GOLD
MINERS ETF
ETF
NY
666 Third Ave,
New York, MA,
10017, US
Sprott Physical
Gold Trust
ETV(PHYS)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 16
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
PPG Mortgage
30 Y
3.625
2039
Page 11 of 16
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 12 of 16
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 13 of 16
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 14 of 16
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Nate J Little, certify under the pains and penalties of perjury that:
Submitted: 06/17/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
67,Cynthia Mark 2015,"Statement of Financial Interests for 2015
Mark
Cynthia
(617) 963-2626
Cynthia.Mark@MassMail.State.MA.US
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Office of the
Attorney General
(AGO)
One Ashburton Place,
Boston, MA, 02108, US
AAG
10/13/2015
$20,001 to
40,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Federal
US Environmental
Protection Agency
5 Post Office Sq Ste
100, Boston, MA,
02109, US
Attorney
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Greater
Boston Legal
Services
197 Friend Street,
Boston, MA, 02114, US
Manager
$60,001 to
100,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
JPMorgan Chase
Bank
PO Box 182613, Columbus,
OH, 43218, US
15 year
4
2017
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Cynthia Mark, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
68,Geraldine S. Hines 2015,"Statement of Financial Interests for 2015
Hines
Geraldine S.
(617) 557-1040
geraldine.hines@sjc.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Superior Court,
Administrative
Office
Judge
05/15/2001
Massachusetts
Appeals Court
Associate
Justice
03/20/2013
Massachusetts
Appeals Court
Associate
Justice
03/20/2013
Massachusetts
Supreme Judicial
Court (SJC)
Associate
Justice
07/31/2001
Associate
Justice
07/31/2014
Massachusetts
Supreme Judicial
Court (SJC)
One Pemberton Square,
Boston, MA, 02108, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Page 2 of 15
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Page 3 of 15
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 15
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 15
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 15
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Fidelity Money
Market
Fund(SPRXX)
Capital One
Fidelity Blue
Chip
Value(FBCVX)
Fidelity Cash
Reserves(FDRXX)
Fidelity
Low-Priced Stock
Fund(FLPSX)
Description of Investment
Principal Place of Business or State
of Incorporation
Common Stock
VA
1680 Capital One
Drive, McLean,
VA, 22102, US
Page 9 of 15
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
100 North Tryon,
Charlotte, NC, 28255, US
20
5.5
2025
Bank of
America
100 North Tryon,
Charlotte, NC, 28255, US
5 years
4.5
2017
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 11 of 15
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 12 of 15
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 13 of 15
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 14 of 15
I, Geraldine S. Hines, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 15 of 15",268496,
69,Michael A Baldino 2015,"Statement of Financial Interests for 2015
Baldino
Michael A
(508) 870-0312
Ext : 222
baldino@masstech.org
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Technology
Collaborative
Director of
Board
Relations &
Associate
General
Counsel
11/27/1995
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Shrewsbury Youth and
Family Services
240 Maple Avenue,
Shrewsbury, MA, 01545, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Janus Balanced
Fund T
Shares(JABAX)
Janus Global
Research Fund T
Shares(JAWWX)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
TD Bank
Two Portland Square,
P.O. Box 9540, Portland,
ME, 04112, US
15
3.25
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Michael A Baldino, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
70,Karl Tibor Toth 2015,"Statement of Financial Interests for 2015
Toth
Karl Tibor
(617) 315-9345
ttoth@masscec.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Clean Energy
Technology Center
(MassCEC)
63 Franklin Street, 3rd
Floor, Boston, MA, 02110,
Managing
Director of
Investments
10/07/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Brandeis
University
415 South Street,
Waltham, MA, 02453, US
Employee
$5,001 to 10,000
Signet
Education
þ
1132 Massachusetts
Avenue, Cambridge, MA,
02138, US
Independent Contractor
$5,001 to 10,000
Page 2 of 16
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Framingham History
Center
3 Oak Street, Framingham,
MA, 01701, US
Employee
Software Garden
PO Box 610369, Newton
Highlands, MA, 02461, US
Employee
Metrowest YMCA
280 Old Connecticut Path,
Framingham, MA, 01701, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Page 3 of 16
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
34 Deloss Street,
Framingham, MA, 01702, US
Director
71 Summer Street, 4th
Floor, Boston, MA, 02110,
Director
28 Dane Street,
Somerville, MA, 02143, US
Director
EnergySage Inc.
120 Water Street, Suite
400, Boston, MA, 02109, US
Director
7AC Technologies,
Inc.
100 Cummings Center, Suite
265G, Beverly, MA, 01915,
Director
Framingham Civic
League, Inc.
Ekotrope, Inc.
CoolChip
Technologies, Inc.
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Page 4 of 16
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
Page 5 of 16
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
Page 6 of 16
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 7 of 16
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Ascent Venture
Management III
Limited Partnership
Interest
Massachusetts
255 State
Street, Boston,
MA, 02109, US
Ascent Venture
Management IV
Limited Partnership
Interest
Massachusetts
255 State
Street, Boston,
MA, 02109, US
Mezzco III LLC
Limited Partnership
Interest
Massachusetts
1500 Main
Street,
Springfield, MA,
01115, US
Fidelity Small
Cap Discovery
Fund(FSCRX)
F, S/C
Fidelity Value
Strategies
Fund(FSLSX)
F, S/C
AMG Yacktman
Focused Fund
Service
Class(YAFFX)
F, S/C
Page 9 of 16
Fidelity Capital
and Income
Fund(FAGIX)
F, S/C
Calvert Green
Bond Fund Class
A(CGAFX)
F, S/C
Western Asset
Massachusetts
Municipals Fund
Class A(SLMMX)
F, S/C
iShares Core S&P
Total U.S. Stock
Market ETF(ITOT)
F, S/C
SPDR MSCI ACWI
Low Carbon
Target ETF(LOWC)
F, S/C
Essent Group
Ltd. Common
Shares(ESNT)
F, S/C
Fitbit, Inc.
Class A Common
Stock(FIT)
F, S/C
Supernus
Pharmaceuticals,
Inc. - Common
Stock(SUPN)
F, S/C
Page 10 of 16
Tarena
International,
Inc. - American
Depositary
Shares(TEDU)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Marlborough
Savings Bank
71 Boston Post Road,
Marlborough, MA, 01752,
30
4
2045
MassMutual
Federal Credit
Union
1295 State Street,
Springfield, MA, 01111,
20
3.25
2035
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Karl Tibor Toth, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
71,Stephen E. Vickery 2015,"Statement of Financial Interests for 2015
Vickery
Stephen E.
(617) 854-1134
svickery@masshousing.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Housing Financing
Agency
(MassHousing)
One Beacon Street,
Boston, MA, 02108, US
Comptroller
07/21/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
The Community Group
190 Hampshire Street,
Lawrence, MA, 01840, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
Name of Trust
Real Estate Address
Beneficiary
The
Stephen E.
Vickery
2008 Trust
F, S/C
Transferor
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
Name of Trust
Real Estate Address
236 Lawrence Street,
Haverhill, MA, 01830, US
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Vacation
Internationale,
Inc.
F, S/C
Washington
P.O. Box 1908,
Bellevue, WA,
98009, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
McDonald's
Corporation Common
Stock(MCD)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Beneficiary
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Fidelity VIP
FundsManager 70
F, S/C
Annuity
Massachusetts
155 Congress
Street,
Boston, MA,
02110, US
The Stephen
E. Vickery
2008 Trust
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Ditech
PO Box 6172, Rapid City,
SD, 57709 6172, US
8 years 10 months
3
2024
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
236 Lawrence
Street,
Haverhill, MA,
01830, US
2 years 9
months
4.5
2018
Haverhill
Bank
180 Merrimack
Street,
Haverhill,
MA, 01830, US
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Stephen E Vickery, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
72,Debra M. Lambert 2015,"Statement of Financial Interests for 2015
Lambert
Debra M.
(617) 624-5252
debra.lambert@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Public Health
(DPH)
250 Washington St,
Boston, MA, 02108, US
Deputy Budget
Director
09/22/2014 06/30/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
OSD
1 Ashburton Pl.,
Boston, MA, 02108,
Assistant
Secretary for
Operational
Services
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 17
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 17
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
10 Fairway Dr,
Tewksbury, MA,
01876, US
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Acadia
Healthcare
Company, Inc. Common
Stock(ACHC)
F, S/C
Akorn, Inc. Common
Stock(AKRX)
F, S/C
Bank of America
Corporation
Class A Warrant
expiring January
16, 2019(BAC.A)
F, S/C
Boston
Scientific
Corporation
Common
Stock(BSX)
F, S/C
CGI Group, Inc.
Common
Stock(GIB)
F, S/C
Cardiome Pharma
Corporation Ordinary Shares
(Canada)(CRME)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 17
Corning
Incorporated
Common
Stock(GLW)
F, S/C
Freeport-McMoRan
, Inc. Common
Stock(FCX)
F, S/C
General Motors
Company Common
Stock(GM)
F, S/C
Ignyta, Inc. Common
Stock(RXDX)
F, S/C
Intersect ENT,
Inc. - Common
Stock(XENT)
F, S/C
Merck & Company,
Inc. Common
Stock (new)(MRK)
F, S/C
Model N, Inc.
Common
Stock(MODN)
F, S/C
Mylan N.V. Common
Stock(MYL)
F, S/C
Page 10 of 17
Pfizer, Inc.
Common
Stock(PFE)
F, S/C
Starz - Series A
Common
Stock(STRZA)
F, S/C
Teva
Pharmaceutical
Industries
Limited American
Depositary
Shares(TEVA)
F, S/C
Wright Medical
Group N.V. Ordinary
Shares(WMGI)
F, S/C
Zogenix, Inc. Common
Stock(ZGNX)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 17
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Santander
601 Penn St., Reading,
PA, 19601, US
home equity
2.49
2020
Page 12 of 17
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
10
Fariway
Dr,
Tewksbur
y, MA,
01876,
F, S/C
$100,001
or more
$100,001
or more
30
4.75
2041
Creditor
Santande
r Bank
Creditor
601 Penn
St,
Reading,
PA,
19601,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$20,00
1 to
40,000
$20,001 to
40,000
0
08/14/2019
Vehicle
Toyota
PO Box 5855,
Carol Stream,
IL, 60197, US
Page 13 of 17
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Interest Rate(%)
Date RayPayment Due
Loan Collateral
0
08/14/2019
vehicle
Toyota
Financial
PO Box 5855, Carol
Stream, IL, 60197, US
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
Page 14 of 17
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
Page 15 of 17
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Debra M. Lambert, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
73,Mark Newman 2015,"Statement of Financial Interests for 2015
Newman
Mark
(978) 725-4900
Ext : 239
mark.newman@jud.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Essex County
Juvenile Court
associate
justice
11/15/2002
Essex County
Juvenile Court
associate
justice
11/15/2002
Essex County
Juvenile Court
associate
justice
11/15/2002
Essex County
Juvenile Court
associate
justice
11/15/2002
first justice
essex county
juvenile
court
11/15/2002
Essex County
Juvenile Court
2 Appleton Street,
Lawrence, MA, 01840, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Page 2 of 13
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Page 3 of 13
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
provident
mortgage
P.O. Box 594, Santa
Rosa, CA, 95402 5914, US
15 years
3.5
2026
santander bank
450 Penn Street,
Reading, PA, 19602, US
30
4.1
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Mark Newman, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
74,Alice E Casey 2015,"Statement of Financial Interests for 2015
Casey
Alice E
(781) 897-8909
alice.casey@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Middle District
Attorney's Office
Middle District
Attorney's Office
15 Commonwealth Ave,
Woburn, MA, 01801, US
Director,
Distrct
Courts
07/12/2014
$60,001 to
100,000
Director
District
Courts
07/12/2014
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
middlesex
Community College
591 Springs Road,
Bedford, MA, 01730,
Attorney
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
US Bank Home
Mortgage
PO Box 21948, Eagan, MN,
55121, US
24 years
3.875
2039
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Alice E Casey, certify under the pains and penalties of perjury that:
Submitted: 06/21/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
75,Donald E. Pierson 2015,"Statement of Financial Interests for 2015
Pierson
Donald E.
(978) 934-2984
donald_pierson@uml.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Vice Provost
for Graduate
Education
07/01/2008
Provost
06/01/2015
University of
Massachusetts
Lowell (UMASS)
Vice Provost
for Graduate
Education
07/01/2008
University of
Massachusetts
Lowell (UMASS)
Vice Provost
for Graduate
Education
07/01/2008
University of
Massachusetts
Lowell (UMASS)
University of
Massachusetts
Lowell (UMASS)
1 University Ave, Lowell,
MA, 01854, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Fidelity Freedom
Fund(FFFAX)
Vanguard U.S.
Growth
Fund(VWUSX)
delaware life
insurance co
Description of Investment
Principal Place of Business or State
of Incorporation
Annuity
KS
p.o. box
758581, topeka,
KS, 66675, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Vanguard
Intermediate-Term
Investment Grade
Fund Investor
Shrs(VFICX)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
CENLAR
p.o. box 77404, ewing,
NJ, 08628, US
30 years
3.5
2042
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Donald E Pierson, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
76,Jonathan Landman 2015,"Statement of Financial Interests for 2015
Landman
Jonathan
Contact Phone Number:
jlandman@bostonpublicschools.org
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Elementary and
Secondary
Education (ESE)
75 Pleasant Street,
Malden, MA, 02148, US
Assistant
Commissioner
for Teaching
and
Learning/Admi
nistrator X
10/30/2012 06/30/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 17
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Beth Israel Deaconess
Hospital
330 Brookline Avenue,
Boston, MA, 02215, US
Employee
YMCA Camp Chickami
139 Boston Post Rd, ,
Wayland, MA, 01778, US
Employee
Joan Balaban, LICSW
þ
275 Turnpike Street, Canton,
MA, 02021, US
Independent Contractor
Claremont McKenna
College
888 Columbia Ave, Claremont,
CA, 91711, US
Employee
Latin American
Education Foundation
561 Santa Fe Drive, Denver,
CO, 80204, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Joan Balaban, LICSW
275 Turnpike Street, Canton, MA, 02021, US
Page 3 of 17
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 17
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Name of Bond/ Other Security
Description of Investment
Income from Investment
Massachusettts ST HSG
FIN AGY HSG SER. D
F, S/C
Bond
Massachusetts ST
Water Pollution
Abatement ST 16B RF
OID
F, S/C
Bond
Massachusetts ST DEV
FIN AGY SPL OBLIG SER
A OID
F, S/C
Bond
Massachusetts ST HSG
FIN AGY HSG SER ARF
F, S/C
Bond
Massachusettts ST HSG
FIN AGY HSG Rental
Dev FHA
F, S/C
Bond
Page 7 of 17
Massachusettts ST HSG
FIN AGY HSG SER A RF
CLD
F, S/C
Bond
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Everest Re
Group, Ltd.
Common Stock(RE)
F, S/C
AB Global Bond
Fund, Inc. Class C(ANACX)
F, S/C
Alphabet Inc. Class A Common
Stock(GOOGL)
F, S/C
Alphabet Inc. Class C Capital
Stock(GOOG)
F, S/C
Berkshire
Hathaway Inc.
New Common
Stock(BRK.B)
F, S/C
Costco Wholesale
Corporation Common
Stock(COST)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 17
Franklin
Custodian Funds
Inc. US
Government
Securities
Series Cl
C(FRUGX)
F, S/C
Honeywell
International
Inc. Common
Stock(HON)
F, S/C
Vanguard
Intermediate
Term Tax-Exempt
Fund(VWITX)
F, S/C
Vanguard Total
International
Stock ETF(VXUS)
F, S/C
Annaly Capital
Management Inc
Common
Stock(NLY)
F, S/C
Apple Inc. Common
Stock(AAPL)
F, S/C
Chimera
Investment
Corporation
Common
Stock(CIM)
F, S/C
American Mutual
Fund, Class C
Shares(AMFCX)
F, S/C
Page 10 of 17
Putnam Multi-Cap
Growth Fund
Class A(PNOPX)
F, S/C
Anadarko
Petroleum
Corporation
Common
Stock(APC)
F, S/C
BlackRock S&P
500 Stock Fund
Investor A
Shares(BSPAX)
F, S/C
Fiserv, Inc. Common
Stock(FISV)
F, S/C
Invesco American
Franchise Fund
Class C(VAFCX)
F, S/C
iShares Russell
2000 ETF(IWM)
F, S/C
PowerShares QQQ
Trust, Series
1(QQQ)
F, S/C
Sysco
Corporation
Common
Stock(SYY)
F, S/C
Page 11 of 17
Whole Foods
Market, Inc. Common
Stock(WFM)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 12 of 17
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Colonial
Savings
P.O. 2988, Fort Worth,
TX, 76113, US
15 year
2.99
2028
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 13 of 17
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 14 of 17
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 15 of 17
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Jonathan Landman, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
77,Cecely A. Reardon 2015,"Statement of Financial Interests for 2015
Reardon
Cecely A.
(617) 960-3330
cecely.a.reardon@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 16
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Youth Services
(DYS)
Department of
Youth Services
(DYS)
600 Washington Street,
4th Floor, Boston, MA,
02111, US
General
Counsel
02/18/2014
General
Counsel
02/16/2014
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 16
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Robert J. Barker,
Esquire
þ
675 Massachusetts Avenue,
9th flr, Cambridge, MA,
02139, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Spouse's Name, Esquire
675 Massachusetts Avenue, Suite 900, Cambridge,
MA, 02139
Robert J. Barker Esq.
675 Massachusettes Avenue, 9th flr, Cambridge, MA,
02139, US
Page 3 of 16
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 16
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 16
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 16
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 16
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 16
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Alphabet Inc. Class A Common
Stock(GOOGL)
Amazon.com, Inc.
- Common
Stock(AMZN)
Apple Inc. Common
Stock(AAPL)
CDN Pacific RY
Ltd New
Enterprise
Products
Partners L.P.
Common
Stock(EPD)
Expedia, Inc. Common
Stock(EXPE)
Description of Investment
Principal Place of Business or State
of Incorporation
Common Stock
Calgary
7550 Ogden Dale
Rd SE, Calgary,
AB T2C 4X9
Canada
Page 9 of 16
Facebook, Inc. Class A Common
Stock(FB)
Gilead Sciences,
Inc. - Common
Stock(GILD)
Home Depot, Inc.
(The) Common
Stock(HD)
Honeywell
International
Inc. Common
Stock(HON)
JP Morgan Chase
& Co. Common
Stock(JPM)
Mobileye N.V.
Ordinary
Shares(MBLY)
Novartis AG
Common
Stock(NVS)
Novo Nordisk A/S
Common
Stock(NVO)
Page 10 of 16
Palo Alto
Networks, Inc.
Common
Stock(PANW)
Visa Inc.(V)
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 16
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 12 of 16
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 13 of 16
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
Page 14 of 16
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 15 of 16
I, Cecely A. Reardon, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 16 of 16",268496,
78,Thomas E Bessette 2015,"Statement of Financial Interests for 2015
Bessette
Thomas E
Contact Phone Number:
Contact Email :
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Public Utilities
(DPU)
Department of
Public Utilities
(DPU)
One South Station,
Boston, MA, 02124, US
Acting
Director,
DRFA
11/08/2013
$60,001 to
100,000
Director of
Regional and
Federal
Affairs
11/08/2013 04/17/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$20,00
1 to
40,000
$10,001 to
20,000
3
06/10/2018
car lease for
three years
Honda
Finance
Corporation
Commonwealth
Ave, Boston,
MA, 02199, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Thomas E Bessette, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
79,Lorretta Holloway 2015,"Statement of Financial Interests for 2015
Holloway
Lorretta
(508) 626-4979
lholloway@framingham.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Framingham State
University
100 State St; P.O. Box
9101, Framingham, MA,
01701 9101, US
Vice
President of
Enrollment
and Student
Development
08/01/2015
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Framingham
State
Universiti
100 State
ST; P.O.Box
9101,
Framingham,
MA, 01701
9101, US
professor
$60,001 to
100,000
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
DITECH
P.O. Box 94710,
Palatine, IL, 60094
4710, US
30 year
4.75
2044
TD Bank
Massachusetts
P.O. Box 8400, Lewiston,
ME, MA, 04243 8400, US
20
4
2035
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Lorretta Holloway, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
80,Sheila M Remondi 2015,"Statement of Financial Interests for 2015
Remondi
Sheila M
(978) 567-3140
Sheila.Remondi@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Fire Services
(DFS)
1 State Road, Stow, MA,
01775, US
Director of
Administrativ
e Services
02/17/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Spouse's Name
þ
59 Susan Lane, Bellingham,
MA, 02019, US
Independent Contractor
Cibo Matto Cafe
254 Chauncy Street,
Mansfield, MA, 02048, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Spouse's Name
Home Address, Home Address, Home Address, MA,
02019, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
PO Box 183166, Columbus,
OH, 43218, US
30 years
4.75
2043
Flagstar Bank
Box 371891, Pittsburgh,
PA, 15250, US
10
3.74
2025
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Sheila M Remondi, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
81,Jennifer L Mieth 2015,"Statement of Financial Interests for 2015
Mieth
Jennifer L
(978) 567-3189
jennifer.mieth@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 15
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Fire Services
(DFS)
1 State Rd, Stow, MA,
01775, US
Public
Information
Officer
01/01/1995
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
Municipal
Town of
Groton
173 Main St,
Groton, MA,
01450, US
Board of
Registrars
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Town of Groton
Commission on
Accessibility
173 Main St, Groton,
MA, 01450, US
member
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 15
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 15
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 15
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 15
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 15
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Name of Bond/ Other Security
Description of Investment
Income from Investment
DWS Scudder MA Tax
Free
F, S/C
Mutual Fund
Less than $1,001
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
Page 7 of 15
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 15
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Vanguard Health
Care Fund
F, S/C
Mutual Fund
PA
PO Box 2600,
Valley Forge,
PA, 19482 2600,
Franklin Gold &
Precious Metals
Mutual Fund
FL
100 Fountain
Parkway, St
Petersburg, FL,
33733 8030, US
Hewlett Packard
Inc
Common Stock
MN
Po Box 64856,
St. Paul, MN,
55164 0856, US
Vanguard Index
500
Mutual Fund
PA
PO Box 2600,
Valley Forge,
PA, 19482 2600,
Vanguard Small
Cap Index Fund
F, S/C
Mutual Fund
PA
PO Box 2600,
Valley Forge,
PA, 19482 2600,
Manulife
Common Stock
Canada
PO Box 43078,
Providence, RI,
02940 3078, US
Page 9 of 15
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
MetLife, Inc.
Common Stock(MET)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 10 of 15
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
PO Box 182613, Colmbus,
OH, 43218, US
30 years
4.387
2041
IC Federal
Credit Union
300 Bemis Rd, Fitchburg,
MA, 01420, US
n/a
2.85
0000
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 11 of 15
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 12 of 15
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Page 13 of 15
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 14 of 15
I, Jennifer L Mieth, certify under the pains and penalties of perjury that:
Submitted: 06/22/2016
Identify all mortgages, including home equity and reverse mortgage loans, on your primary residence, on which more than $1,000 was owed as
of December 31, [Filing Year], where the creditor (person who loaned you the money) is, NOT a Family Member. “Family Member” means: by
blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative.
In question 29A, our home equity line of credit has no expiration date as long we live in the home. Ethics Commission staff said to put in 0000 as
the expiration date as the computer system requires some number in the field and to put this explanation here. Also I do not know why my position
shows up three times on the form. I keep deleting the repeated lines and they keep reappearing. Can you fix that?
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 15 of 15",268496,
82,Keith C Long 2015,"Statement of Financial Interests for 2015
Long
Keith C
(617) 788-7470
keith.long@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 20
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Administrative
Office of the
Trial Court
(AOTC)
One Pemberton Square,
Boston, MA, 02108, US
Judge
03/09/2004
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 20
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Ropes & Gray LLP
Prudential Center, 800
Boylston Street, Boston, MA,
02199, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 20
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 20
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
52 Wendell
Street,
Cambridge, MA,
02138, US
F, S/C
Stilt, Kristen
52 Wendell Street,
Cambridge, MA,
02138, US
Page 5 of 20
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 20
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 20
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 20
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Alcoa Inc.
Common Stock(AA)
F, S/C
Alphabet Inc. Class A Common
Stock(GOOGL)
F, S/C
Alphabet Inc. Class C Capital
Stock(GOOG)
F, S/C
Apple Inc. Common
Stock(AAPL)
F, S/C
CSX Corporation
Common
Stock(CSX)
F, S/C
Lockheed Martin
Corporation
Common
Stock(LMT)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 20
Pepsico, Inc.
Common
Stock(PEP)
F, S/C
Nuveen
Massachusetts
Premium Income
Municipal Fund
Common
Stock(NMT)
F, S/C
E.I. DuPont de
Nemours
F, S/C
Costco Wholesale
Corporation Common
Stock(COST)
F, S/C
Ford Motor
Company Common
Stock(F)
F, S/C
General Electric
Company Common
Stock(GE)
F, S/C
QUALCOMM
Incorporated Common
Stock(QCOM)
F, S/C
First Trust
Sabrient 2016
Series R
F, S/C
Common Stock
Delaware
974 Centre Road,
Wilmington, DE,
19805, US
Mutual Fund
Illinois
120 E. Liberty
Drive, Suite
400, Wheaton,
IL, 60187, US
Page 10 of 20
Cisco Systems,
Inc. - Common
Stock(CSCO)
F, S/C
Walt Disney
Company (The)
Common
Stock(DIS)
F, S/C
Emerson Electric
Company Common
Stock(EMR)
F, S/C
Facebook, Inc. Class A Common
Stock(FB)
F, S/C
General Mills,
Inc. Common
Stock(GIS)
F, S/C
Home Depot, Inc.
(The) Common
Stock(HD)
F, S/C
JP Morgan Chase
& Co. Common
Stock(JPM)
F, S/C
Lowes Companies
Inc
F, S/C
Common Stock
North Carolina
100 Lowe's Blvd,
Mooresville, NC,
28117, US
Page 11 of 20
McDonald's
Corporation
Common
Stock(MCD)
F, S/C
Pfizer, Inc.
Common
Stock(PFE)
F, S/C
Procter & Gamble
Company (The)
Common Stock(PG)
F, S/C
Schlumberger
N.V. Common
Stock(SLB)
F, S/C
Wal-Mart Stores,
Inc. Common
Stock(WMT)
F, S/C
Yum! Brands,
Inc.(YUM)
F, S/C
Blackrock Global
Blackrock Global
Opportunities
Equity Trust
Common Shares of
Beneficial
Interest(BOE)
F, S/C
BlackRock RESS &
CMMDTS
F, S/C
Mutual Fund
New York
55 E. 52d
Street, New
York, NY, 10055,
Page 12 of 20
Clough Global
Opportunities
Fund Common
Stock(GLO)
F, S/C
Eaton Vance Risk
Managed Div Eq
Inc Fund
F, S/C
Liberty All-Star
Equity Fund
Common
Stock(USA)
F, S/C
Voya Glbl Eq Div
& Prem Op
Mutual Fund
Massachusetts
Two
International
Place, Boston,
MA, 02110, US
F, S/C
Mutual Fund
New York
230 Park Avenue,
New York, NY,
10169, US
First Trust
Diversified 4Q
15 Reinvest
F, S/C
Mutual Fund
Illinois
120 E. Liberty
Drive, Wheaton,
IL, 60187, US
First Trust
Dorsey Wright 19
Reinvest
F, S/C
Mutual Fund
Illinois
120 E. Liberty
Drive, Wheaton,
IL, 60187, US
First Trust
Sabrient 2016
Ser C
F, S/C
Mutual Fund
Illinois
120 E. Liberty
Drive, Wheaton,
IL, 60187, US
First Trust
Sabrient Series
3 Cas
F, S/C
Mutual Fund
Illinois
120 E. Liberty
Drive, Wheaton,
IL, 60187, US
Page 13 of 20
First Trust
Select DSIP 4Q
Series Reinvest
F, S/C
Mutual Fund
120 E. Liberty
Drive, Wheaton,
IL, 60187, US
Illinois
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
TIAA-CREF Equity
Index Fund Inst
Cl(TIEIX)
Page 14 of 20
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Beneficiary
Apple Inc. Common
Stock(AAPL)
Sidney Long
Trust f/b/o
Keith Long
Costco Wholesale
Corporation Common
Stock(COST)
Sidney Long
Trust f/b/o
Keith Long
Ford Motor
Company Common
Stock(F)
Sidney Long
Trust f/b/o
Keith Long
General Electric
Company Common
Stock(GE)
Sidney Long
Trust f/b/o
Keith Long
QUALCOMM
Incorporated Common
Stock(QCOM)
Sidney Long
Trust f/b/o
Keith Long
First Trust
Sabrient 2016
Series R
Description of
Investment
Mutual Fund
Principal Place of Business or
State of Incorporation
Illinois
Issuer Address
120 E.
Liberty
Drive,
Wheaton, IL,
60187, US
Name of Trust
Sidney Long
Trust f/b/o
Keith Long
Page 15 of 20
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Winter Hill
Federal
Savings Bank
342 Broadway,
Somerville, MA, 02145,
30 years
4.25
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 16 of 20
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 17 of 20
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 18 of 20
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 19 of 20
I, Keith C Long, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 20 of 20",268496,
83,Beth M Elliott 2015,"Statement of Financial Interests for 2015
Elliott
Beth M
(617) 854-1273
belliott@masshousing.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Housing Financing
Agency
(MassHousing)
1 Beacon Street, Boston,
MA, 02108, US
Acting
General
Counsel
01/12/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 17
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Ceres, Inc.
99 Chaunchy Street, 6th
Floor, Boston, MA, 02111, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 17
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Merrill Lynch
(MLHMQ)
F, S/C
Accelerated Return
Notes Linked to
International Equity
Basket
New York
One Bryant Park,
New York, NY,
10036, US
Merrill Lynch
(MLZIM)
F, S/C
Market Linked
Step-Up Notes Linked
to the S&P 500
NY
One Bryant Park,
New York, NY,
10036, US
BlackRock
(MALOX)
F, S/C
Mutual Fund
New York
40 East 52nd
Street, New
York, NY, 10022,
IVA Worldwide
Fund Class
I(IVWIX)
F, S/C
Thornburg
Limited Term
Municipal Fund
Class I(LTMIX)
F, S/C
The Alger Fds
II, Alger
Spectra Fund
Class Z(ASPZX)
F, S/C
Page 9 of 17
DoubleLine Total
Return Bond Fund
Class I(DBLTX)
F, S/C
First Eagle
Global Fund
Class I(SGIIX)
F, S/C
iShares Russell
1000 Growth
ETF(IWF)
F, S/C
iShares Russell
1000 Value
ETF(IWD)
F, S/C
iShares Core
Moderate
Allocation
ETF(AOM)
F, S/C
Janus Flexible
Bond I
Shares(JFLEX)
F, S/C
Lord Abbett
(LDLFX)
F, S/C
MFS Global
Equity Fund Class I(MWEIX)
F, S/C
Mutual Fund
NJ
90 Hudson
Street, Jersey
City, NJ, 07302,
Page 10 of 17
MFS Value Fund Class I(MEIIX)
F, S/C
Prudential
Short-Term
Corporate Bond
Fund, Inc. Class
Z(PIFZX)
F, S/C
Vanguard Div
Appreciation ETF
- DNQ(VIG)
F, S/C
Vanguard Mega
Cap ETF(MGC)
F, S/C
WisdomTree
Europe Hedged
Equity
Fund(HEDJ)
F, S/C
MFS
International
Value Fund Class
I(MINIX)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 11 of 17
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Page 12 of 17
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Page 13 of 17
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
Page 14 of 17
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
Page 15 of 17
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Beth M Elliott, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
84,Lisa C Buenaventura 2015,"Statement of Financial Interests for 2015
Buenaventura
Lisa C
(617) 287-5920
lisa.buenaventura@umb.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
University of
Massachusetts
Boston (UMASS)
Interim, Vice
Chancellor
for Student
Affairs
07/07/2013
University of
Massachusetts
Boston (UMASS)
Interim Vice
Chancellor
for Student
Affairs
07/07/2013
Interim Vice
Chancellor
for Student
Affairs
07/07/2013
University of
Massachusetts
Boston (UMASS)
100 Morrissey Boulevard,
Boston, MA, 02125, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Lux Renovations LLC
10 Shawmut Road, Canton, MA,
02021, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
Creditor
Creditor
201
Shirley
Lane,
Boiling
Springs,
PA,
17007,
F, S/C
$100,001
or more
$100,001
or more
30 year
mortgage
5.375
2033
DiTech
P.O. Box
6172,
Rapid
City,
SD,
55709
6172, US
542
Criswell
Drive,
Boiling
Springs,
PA,
17007,
F, S/C
$100,001
or more
$100,001
or more
15 year
mortage
6.5
2022
Citi
Mortgage
Inc
P.O. Box
6243,
Sioux
Falls,
SD,
57117
6243, US
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Lisa C Buenaventura, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
85,Keri A Powers 2015,"Statement of Financial Interests for 2015
Powers
Keri A
(508) 531-1324
keri.powers@bridgew.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Bridgewater State
University
Associate
Vice
President for
Human
Resources
04/22/2010
Bridgewater State
University
Associate
Vice
President for
Human
Resources
04/22/2010
Bridgewater State
University
Associate
Vice
President
04/22/2010
Bridgewater State
University
Associate
Vice
President
04/22/2010
Bridgewater State
University
Associate
Vice
President
04/22/2010
Vice
President,
Human
Resources &
Talent
Management
07/01/2015
Bridgewater State
University
131 Summer Street,
Bridgewater, MA, 02325,
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase Bank
PO Box 24696, Columbus,
OH, 43224 0696, US
30 years
3.75
2043
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Keri A Powers, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
86,Patrick D Laughran 2015,"Statement of Financial Interests for 2015
Laughran
Patrick D
(508) 626-4048
plaughran@framingham.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Framingham State
University
100 State Street,
Framingham, MA, 01702, US
Associate
Vice
President and
Chief
Information
Officer
05/13/2003
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Washington
State
University
PO Box 64, Pullman, WA,
99164, US
Employee
$1,001 to 5,000
Northeastern
University
360 Huntington Ave.,
Boston, MA, 02115, US
Employee
$5,001 to 10,000
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Well Tended Gardens
6 Blackstone Valley,
Lincoln, RI, 02865, US
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Wells Fargo
Home Mortgage
30 Year
3.00
2034
TD Bank
Massachusetts
2.99
2034
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Patrick D Laughran, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
87,Lisa Wieland 2015,"Statement of Financial Interests for 2015
Wieland
Lisa
(617) 428-2815
LWieland@massport.com
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 17
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
Port Authority
(MASSPORT)
One Harborside Drive,
Suite 200S, East Boston,
MA, 02128 2909, US
Port Directir
03/03/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Massport
one
harborside
drive, East
Boston, MA,
02128 2909,
Chief
Administrati
ve
Officer-Mari
time
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 17
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
U.S. Trust
100 Federal Street, Boston,
MA, 02110, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 17
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
U.S. Trust
100 Federal Street, Boston, MA,
02110, US
Officer
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 17
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 17
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 17
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 17
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 8 of 17
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Allergan plc
Ordinary
Shares(AGN)
F, S/C
Alnylam
Pharmaceuticals,
Inc. - Common
Stock(ALNY)
F, S/C
Amgen Inc. Common
Stock(AMGN)
F, S/C
Apache
Corporation
Common
Stock(APA)
F, S/C
Apple Inc. Common
Stock(AAPL)
F, S/C
Bank of America
Corporation
Common
Stock(BAC)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 9 of 17
Best Buy Co.,
Inc. Common
Stock(BBY)
F, S/C
Citigroup, Inc.
Common Stock(C)
F, S/C
DEMANDWARE, INC.
Common
Stock(DWRE)
F, S/C
Devon Energy
Corporation
Common
Stock(DVN)
F, S/C
Exxon Mobil
Corporation
Common
Stock(XOM)
F, S/C
General Electric
Company Common
Stock(GE)
F, S/C
Gilead Sciences,
Inc. - Common
Stock(GILD)
F, S/C
Goldman Sachs
BDC, Inc. Common
Stock(GSBD)
F, S/C
Page 10 of 17
Insulet
Corporation Common
Stock(PODD)
F, S/C
Occidental
Petroleum
Corporation
Common
Stock(OXY)
F, S/C
Potash
Corporation of
Saskatchewan
Inc. Common
Stock(POT)
F, S/C
Teva
Pharmaceutical
Industries
Limited American
Depositary
Shares(TEVA)
F, S/C
The Priceline
Group Inc. Common
Stock(PCLN)
F, S/C
Thermo Fisher
Scientific Inc
Common
Stock(TMO)
F, S/C
V.F. Corporation
Common
Stock(VFC)
F, S/C
Whole Foods
Market, Inc. Common
Stock(WFM)
F, S/C
Page 11 of 17
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 12 of 17
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Metro Credit
Union
200 Revere Beach
Parkway, Chelsea, MA,
02150 9100, US
30 years
3.125
2045
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
Page 13 of 17
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
Page 14 of 17
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
Page 15 of 17
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 16 of 17
I, Lisa Wieland, certify under the pains and penalties of perjury that:
Submitted: 06/18/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 17 of 17",268496,
88,Scott B. Greenberg 2015,"Statement of Financial Interests for 2015
Greenberg
Scott B.
(508) 626-4557
sgreenberg@framingham.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Framingham State
University
100 State Street, PO Box
9101, Framingham, MA,
01701 9101, US
Associate
Vice
President for
Academic
Affairs and
Dean of
Continuing
Education
10/02/2000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
F, S/C
Less than
$1,001
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
PO Box 9001871,
Louisville, KY, 40290
1871, US
10 years
3.25
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Scott B. Greenberg, certify under the pains and penalties of perjury that:
Submitted: 06/21/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
89,Angappa Gunasekaran 2015,"Statement of Financial Interests for 2015
Gunasekaran
Angappa
(508) 999-8421
agunasekaran@umassd.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
University of
Massachusetts
Dartmouth (UMASS)
Dean,
Charlton
College of
Business
06/01/2013
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
JC Penney
120 North Dartmouth Mall,
North Dartmouth, MA, 02747,
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of
Investment
Principal Place of Business or
State of Incorporation
Issuer Address
Name of Trust
Natixis U.S.
Equity
Opportunities Fund
Class A(NEFSX)
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Bank of
America
71 Faunce Corner Road,
North Dartmouth, MA,
02747, US
15
3.125
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Angappa Gunasekaran, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
90,James F Slater III 2015,"Statement of Financial Interests for 2015
Slater III
James F
(617) 660-4761
james.slater@massmail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Criminal Justice
Information
Systems (DCJIS)
200 Arlington Street,
Suite 2200, Chelsea, MA,
02150, US
Department of
Criminal Justice
Information
Systems (DCJIS)
Acting
Commissioner
07/14/2008
Commissioner
04/11/2011
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Boston
University
120 Ashford Street,
Boston, MA, 02215, US
Employee
$20,001 to
40,000
Page 2 of 13
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Dunkin Donuts
Treble Cove Road, Billerica,
MA, 01821, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
Page 3 of 13
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 4 of 13
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Ocwen
Financial
P.O. Box 660264, Dallas,
TX, 75266 0264, US
360
2.875
2034
Ocwen
Financial
P.O. Box 660264, Dallas,
TX, 75266 0264, US
300
4.5
2029
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, James F Slater III, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
91,David Cash 2015,"Statement of Financial Interests for 2015
Cash
David
(617) 287-5511
david.cash@umb.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
University of
Massachusetts
Boston (UMASS)
100 Morrissey Blvd,
Boston, MA, 02125, US
Dean
07/27/2015
Department of
Environmental
Protection
(MassDEP)
1 winter st., boston, MA,
02108, US
Commissioner
03/10/2014 01/05/2016
$10,001 to
20,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Next Step
Living
þ
21 Drydock Avenue 2nd
Floor, Boston, MA,
02125, US
Consultant
$1,001 to 5,000
Harvard
UYniversity
þ
79 JFK St., Cambridge,
MA, 02138, US
Consultant
$5,001 to 10,000
Meister
Group
þ
1 Center Plaza, Suite
320 , Boston, MA,
02108, US
Consultant
$1,001 to 5,000
US State
Department
þ
World Learning , 1015
Fifteenth Street NW,
Suite 700 , Washington,
DC, 20005, US
Consultant
$1,001 to 5,000
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
self-employed
53 Langley, Newton, MA, 02459, US
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
US Bank
4801 Frederica St.,
Owensboro, KY, 42301, US
30 year
2.875
2038
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
F, S/C
$10,001
to
20,000
$10,001
to
20,000
1 month
4.5
2017
Creditor
Brooklin
e Bank
Creditor
PO Box
970062,
Boston,
MA,
02297,
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, David Cash, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
92,Jeffrey Mickelson 2015,"Statement of Financial Interests for 2015
Mickelson
Jeffrey
(617) 556-1066
jeffrey.mickelson@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Environmental
Protection
(MassDEP)
1 winter street, Boston,
MA, 02108, US
Acting
General
Counsel
04/20/2015 07/24/2015
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Westborough
Public Schools
6 Olde Hickory Path,
Westborough, MA,
01581, US
Principal
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
15 years
2.875
2028
Metro Credit
Union
15 years
2.25
2027
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Jeffrey Mickelson, certify under the pains and penalties of perjury that:
Submitted: 06/20/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
93,Priscilla E. Geigis 2015,"Statement of Financial Interests for 2015
Geigis
Priscilla E.
(617) 626-4986
priscilla.geigis@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Conservation and
Recreation (DCR)
251 Causeway Street,
Suite 600, Boston, MA,
02114, US
Director,
MassParks
04/12/2004
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Dodge and Cox
F, S/C
Mutual Fund
Boston, MA
P.O. Box 8422,
Boston, MA,
02266, US
Janus Fund D
Shares(JANDX)
Vanguard GNMA
Fund(VFIIX)
F, S/C
Amazon.com, Inc.
- Common
Stock(AMZN)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
PO. Box 9001871,
Louisville, KY, 40290,
10
3.375
2021
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Priscilla E. Geigis, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
94,Mary Louise Sudders 2015,"Statement of Financial Interests for 2015
Sudders
Mary Louise
(617) 573-1800
marylou.sudders@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 19
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Secretary,
EOHHS
01/08/2015
Executive Office
of Health and
Human Services
(EOHHS)
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
MA Health
Connector
100 City
Hall Plaza,
Boston, MA,
02108, US
Board Chair
State
Center for
Health
Information
& Analysis
501 Boylston
St, Boston,
MA, 02116,
Chair of
Oversight
Council
State
Health
Policy
Commission
50 Milk St,
Boston, MA,
02109, US
Board Mbr.
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Regional
Conservatory Lab
Charter School
Inc.
2120 Dorchester Ave,
Dorchester, MA,
02124, US
Trustee
Regional
Conservatory Lab
Charter School
Foundation, Inc.
2120 Dorchester Ave,
Dorchester, MA,
02124, US
President &
Director
Services Provided
Page 2 of 19
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Trustees of
Boston
College
140 Commonwealth Ave,
Chestnut Hill, MA,
02467, US
Employee
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Bradyco, Inc. dba
Bradyco Financial
þ
16 Sargent St, Cambridge,
MA, 02140, US
Manager
RFP Partnership
16 Sargent St, Cambridge,
MA, 02140, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Page 3 of 19
during 2015, and provide the required information for each.
Bradyco, Inc. dba Bradyco
Financial
home address, Cambridge, MA, 02140
RFP Partnership
home address, Cambridge, MA, 02140
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 4 of 19
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
Bradyco, Inc. dba Bradyco
Financial
16 Sargent St, Cambridge, MA,
02140, US
Officer
RFP Partnership
16 Sargent St, Cambridge, MA,
02140, US
Officer
Conservatory Lab Charter
School, Inc.
2120 Dorchester Ave, Dorchester,
MA, 02124, US
Trustee
Conservatory Lab Charter
School Foundation, Inc.
2120 Dorchester Ave, Dorchester,
MA, 02124, US
Officer
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
Page 5 of 19
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 6 of 19
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 7 of 19
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Name of Bond/ Other Security
Description of Investment
Income from Investment
MA Housing Finance
Authority
Bond
Schwab MA Muni MMF
F, S/C
Money Market Fund
Less than $1,001
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
Page 8 of 19
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
Page 9 of 19
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Amgen Inc. Common
Stock(AMGN)
F, S/C
Apple Inc. Common
Stock(AAPL)
F, S/C
Berkshire
Hathaway Inc.
New Common
Stock(BRK.B)
F, S/C
Chevron
Corporation
Common
Stock(CVX)
F, S/C
Compass Minerals
Intl Inc Common
Stock(CMP)
F, S/C
Diageo plc
Common
Stock(DEO)
F, S/C
Description of Investment
Principal Place of Business or State
of Incorporation
Page 10 of 19
Coca-Cola
Company (The)
Common Stock(KO)
F, S/C
Anika
Therapeutics
Inc. - Common
Stock(ANIK)
F, S/C
eBay Inc. Common
Stock(EBAY)
F, S/C
Express Scripts
Holding Company
- Common
Stock(ESRX)
F, S/C
Exxon Mobil
Corporation
Common
Stock(XOM)
F, S/C
General Electric
Company Common
Stock(GE)
F, S/C
Johnson &
Johnson Common
Stock(JNJ)
F, S/C
Markel
Corporation
Common
Stock(MKL)
F, S/C
Page 11 of 19
Microsoft
Corporation Common
Stock(MSFT)
F, S/C
Morningstar,
Inc. - Common
Stock(MORN)
F, S/C
Nestle S. A.
F, S/C
Novartis AG
Common
Stock(NVS)
F, S/C
Paychex, Inc. Common
Stock(PAYX)
F, S/C
PayPal Holdings,
Inc. - Common
Stock(PYPL)
F, S/C
Pepsico, Inc.
Common
Stock(PEP)
F, S/C
Pfizer, Inc.
Common
Stock(PFE)
F, S/C
ADR (American
Depository Receipt)
Switzerland
Avenue Nestle
55, Vevey 1800
Page 12 of 19
Procter & Gamble
Company (The)
Common Stock(PG)
F, S/C
United Parcel
Service, Inc.
Common
Stock(UPS)
F, S/C
Zimmer Biomet
Holdings, Inc.
Common
Stock(ZBH)
F, S/C
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 13 of 19
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
J P Morgan
Chase
1820 E. Sky Harbor
Circle S., Phoeniz, MA,
85034, US
10
3.875
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 14 of 19
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 15 of 19
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 16 of 19
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
Name of Donor
Address of Donor
Fair Market Value
Health Care for All
1 Federal St, Boston,
MA, 02110, US
$300
Heading Home Inc.
528 Main St,
Charlestown, MA, 02129,
$250
Codman Square Health
Center
637 Washington St.,
Dorchester, MA, 02124,
$150
Provider Council
88 Broad St, Boston, MA,
02110, US
$110
Riverside Community
Care
270 Bridge St, Dedham,
MA, 02026, US
$225
AIM
1 Beacon St, Boston, MA,
02108, US
$500
New England Center
for Children
33 Turnpike Rd,
Southborough, MA, 01772,
$200
Chelsea Chamber of
Commerce
308 Broadway, Chelsea,
MA, 02150, US
$150
Person or entity for whom Donor
was acting, if any
Page 17 of 19
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 18 of 19
I, Mary Louise Sudders, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 19 of 19",268496,
95,Erin M. LeBel 2015,"Statement of Financial Interests for 2015
LeBel
Erin M.
(617) 727-4302
erin.m.lebel@state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Division of
Professional
Licensure (DPL)
1000 Washington St, Suite
710, Boston, MA, 01501,
Executive
Director of
Multiple
Boards
10/01/2003
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Fidelity investments
500 Salem street,
Smithfield, RI, 02917, US
Employee
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Description of Investment
Principal Place of Business or State
of Incorporation
Tiaa crew equity
index fund
Mutual Fund
Massachusetts
Po box 8009,
Boston, MA,
02266, US
Baidu, Inc. American
Depositary
Shares, each
representing one
tenth Class A
ordinary
share(BIDU)
F, S/C
Fidelity
investments
F, S/C
Mutual Fund
Massachusetts
Summer st.,
Boston, MA,
02210, US
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Chase
P.O.Box 78420, Phoenix,
AZ, 85062, US
30 years
3.99
2041
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
Name of Legislative Agent or Executive Agent
Address of Legislative or Executive Agent
Amount of Reimbursement
Association of social
work boards (ASWB)
400 Southridge parkway.
Culpepper VA. 22701
$1800
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Erin M. LeBel, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
96,David A. A Lowy 2015,"Statement of Financial Interests for 2015
Lowy
David A. A
(617) 788-8130
david.lowy@jud.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Superior Court,
Administrative
Office
Associate
Justice
07/10/2001
Superior Court,
Administrative
Office
Associate
Justice
07/01/2001
Superior Court,
Administrative
Office
Associate
Justice
07/10/2001
Superior Court,
Administrative
Office
Associate
Justice
07/01/2001
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
Governor's Office
Beacon Street,
Boston, MA, 02133,
Governor Baker
and Lieutenant
Governor
Polito
transition
team
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
Pfizer, Inc.
235 East 42nd Street, New
York, NY, 10017, US
Manager
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
Pfizer Pharmaceuticals
One Walnut Street, Boston, MA, 02108
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Name of Issuer
Description of Investment
Principal Place of Business or
State of Incorporation
Pfizer, Inc.
Common Stock(PFE)
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Salem Five
210 Essex Street, Salem,
MA, 01970, US
30 years
3.75
2043
Salem Five
210 Essex Street, Salem,
MA, 01970, US
10 years
3.49
2022
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Amount
Amount
Owed
Interest Rate(%)
Date Repayment
Due
Loan Collateral
$10,00
1 to
20,000
$10,001 to
20,000
0
05/12/2022
Eastern
Bank, Mass
Save
Residential
Loan Program
265 Franklin
Street,
Boston, MA,
02110, US
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
Interest Rate(%)
Date RayPayment Due
Loan Collateral
3.49
03/01/2022
Salem Five
210 Essex Street,
Salem, MA, 01970, US
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, David A Lowy, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
97,Martin F Murphy 2015,"Statement of Financial Interests for 2015
Murphy
Martin F
(617) 832-1213
Contact Email :
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
State Ethics
Commission
One Ashburton Place,
Boston, MA, 02108, US
Commissioner
09/26/2011 09/23/2016
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
Public Agency
Public Agency
Consultant /
Contractor?
State
Special
Commission
to Study the
Criminal
Justice
Systems
One
Ashburton
Place,
Boston, MA,
02108, US
Commissioner
Services Provided
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Foley Hoag
LLP
þ
155 Seaport Boulevard,
Boston, MA, 02210, US
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
Percentage of stock
Foley Hoag LLP
155 Seaport Boulevard,
Boston, MA, 02210, US
2%
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Bird Street
Community Center
500 Columbia Road, Boston,
MA, 02125, US
Director
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Name of Trust
Real Estate Address
Transferee Name
Transferee Address
88 Wharf
Street, Unit
103, Mitlon,
MA, 09126, US
F, S/C
Murphy, Robin
D
88 Wharf Stree, Unit
103, Milton, MA,
09126, US
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
Name of Issuer
Dimensional
Investment Grp
Global Eq Portf
Cl I(DGEIX)
Description of Investment
Principal Place of Business or State
of Incorporation
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Martin F Murphy, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
98,Lawrence R. Behan 2015,"Statement of Financial Interests for 2015
Behan
Lawrence R.
(413) 662-5245
l.behan@mcla.edu
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
College of
Liberal Arts
375 Church Street, North
Adams, MA, 01247, US
Vice
President
Administratio
n and Finance
10/26/2015
$20,001 to
40,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
Municipal
Littleton Public
Schools
33 Shattuck Street,
Littleton, MA,
01460, US
Classroom
Assistant
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
Walden
Behavioral
Care, Inc.
51 Sawyer Road, Suite
510, Waltham, MA,
02453, US
Employee
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Citizensone
Mortgage
P.O. Box 6260, Glen
Allen, VA, 23058, US
20
3.75
2034
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in a matter before the
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in a matter before the governmental body by which you were or are now
employed.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in a matter before a governmental body by which you were or are now employed, and provide
the required information for each.
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before
the governmental body by which you were or are now employed, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Lawrence R. Behan, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,
99,Anthony E. Thomas Jr. 2015,"Statement of Financial Interests for 2015
Thomas Jr.
Anthony E.
(508) 923-4007
anthony.thomas@massmail.state.ma.us
You indicated that you had no spouse living in your household at any time during 2015.
You indicated that you had no dependent child(ren) residing in your household at any time during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Massachusetts
State Police
Major
06/27/2010
Massachusetts
State Police
Major
06/27/2010
Massachusetts
State Police
Major
06/27/2010
Major
06/27/2010
Massachusetts
State Police
326 West Grove Street,
Middleboro, MA, 02346, US
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
HarborOne Bank
10 years
3.99
2019
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Obligor
Amount
Outstanding
Amount
Mortgage
Term
Interest
Rate (%)
Termination
Year
$40,001
to
60,000
$20,001
to
40,000
10 years
3.99
2019
Creditor
Creditor
HarborOn
e Bank
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
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, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
I, Anthony E. Thomas Jr., certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015",268496,
100,Michael J Devine 2015,"Statement of Financial Interests for 2015
Devine
Michael J
(617) 822-5000
Michael.Devine@MassMail.state.ma.us
You indicated that you did have a spouse residing in your household during 2015.
You indicated that you did have dependent child(ren) residing in your household during 2015.
1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.
Page 1 of 13
2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide
the required information for that position. If you held more than one public position which requires you to file, identify
each position.
Department of
Correction (DOC)
340 Canterbury Street,
Roslindale, MA, 02184, US
Superintenden
t
05/15/2016
$60,001 to
100,000
3. Other than the position(s) identified in Question 2, identify every public position you held, and every public
agency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or
part-time.
services, at any time during 2015, whether compensated or not, and whether full- or part-time.
Public Agency
Public Agency Name
Consultant /
Contractor?
State
DOC
50 Maple Street,
Milford, MA, 01757,
Administrative
Assistant
Services Provided
any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required
6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.
Page 2 of 13
7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked
as an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or
not, and whether full- or part-time, and provide the required information for each.
owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,
and provide the required information for each.
during 2015, and provide the required information for each.
dependent child(ren) residing in your household during 2015, and provide the required information for each.
11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether
Page 3 of 13
an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,
and provide the required information for each.
13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
F, S/C
and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,
2015, and which had an assessed value greater than $1,000, and provide the required information for each Real
Page 4 of 13
15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of
December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for
each such Trust and Real Estate holding.
16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as
of December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each
such Trust and Real Estate holding.
17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to
another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide
the required information for each Real Estate holding.
Page 5 of 13
18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent
child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in
your household was a beneficiary, at any time during 2015, and provide the required information for each piece of
Real Estate transferred.
19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of
December 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,
and provide the required information for each.
20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed
value greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing
in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a
lien, attachment, or mortgage receivable, and provide the required information for each.
Page 6 of 13
agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had
a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by
the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse
and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December
31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information
for each such investment.
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,
whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and
provide the required information for each such investment.
Page 7 of 13
agencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any
dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which
had a fair market value as of that date greater than $1,000, and provide the required information for each such
investment.
25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and
which had a fair market value as of that date greater than $1,000, and provide the required information for each.
26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your
spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of
December 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a
beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required
information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you
must provide the issuer's principal place of business or state of incorporation as well as its address.
Page 8 of 13
28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was
owned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your
household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the
required information for each. For any Financial Investment not included on the drop-down list of publicly traded
stock, you must provide the issuer's principal place of business or state of incorporation as well as its address.
29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which
more than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is
NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,
uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for
each.
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to
pay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,
grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or
the spouse of any such relative?
Page 9 of 13
31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your
Primary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or
any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who
loaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,
your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,
nephew, or the spouse of any such relative, and provide the required information for each.
32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to
whom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,
grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in
your household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)
residing in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,
child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and
34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during
2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great
grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any
such relative, and provide the required information for each.
Page 10 of 13
residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who
is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,
36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any
legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the
governmental body by which you were or are employed.
36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative
action, or a matter before a governmental body.
37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or
any person having a direct interest in legislation, legislative action, or a matter before a governmental body?
Page 11 of 13
37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to
Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015
by any person having a direct interest in legislation, legislative action, or any matter before a governmental body.
38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person
having a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the
39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent
child(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,
legislative action, or a matter before a governmental body, and provide the required information for each.
40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that
you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?
Page 12 of 13
I, Michael J Devine, certify under the pains and penalties of perjury that:
Submitted: 06/19/2016
If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015
Page 13 of 13",268496,