[{"rowid": 1, "title": "Wayne C. Lamson 2015", "search_1": "Statement of Financial Interests for 2015\nLamson\nWayne C.\n(508) 548-5011\nExt : 200\nwlamson@steamshipauthority.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nWoods Hole,\nMartha's Vineyard\nand Nantucket\nSteamship\nAuthority\nOne Railroad Avenue,\nWoods Hole, MA, 02540\n2227, US\nGeneral\nManager\n12/17/2004\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nThe Trio Company\n32 Highland Road, East\nNorwich, NY, 11732, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nIndependent Bank\nCorp. - Common\nStock(INDB)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\nP.O. Box 5170, Simi\nValley, CA, 93062 5170,\n10 years\n3.75\n2020\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Wayne C. Lamson, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 2, "title": "Christopher Wright 2015", "search_1": "Statement of Financial Interests for 2015\nWright\nChristopher\n(617) 879-7221\ncwright@massart.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nCollege of Art\nand Design\n(MassArt)\n621 Huntington Ave,\nBoston, MA, 02115, US\nDean of\nAdmissions\nand\nEnrollment\nManagement\n07/20/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nBrigham and Womens\nHospital\n75 Francis Street, Boston,\nMA, 02115, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPlaza Home\nMortgage\n30 Years\n3.25\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Christopher Wright, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 3, "title": "Michael E Russas Sr. 2015", "search_1": "Statement of Financial Interests for 2015\nRussas Sr.\nMichael E\n(508) 820-2018\nmichael.russas@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\n400 Worcester Road,\nFramingham, MA, 01702\n5399, US\nResponse and\nField\nServices\nManager\n05/21/2012\n$60,001 to\n100,000\nResponse &\nField\nServices\nSection Chief\n05/21/2012\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nMeditech Inc\n1 Meditech Circle, Westwood,\nMA, 02090, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n48 N Washington Street,\nNorth Attleboro, MA,\n02760, US\n30 years\n4.0\n2040\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Michael E Russas Sr., certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 4, "title": "Cecilia Dunn 2015", "search_1": "Statement of Financial Interests for 2015\nDunn\nCecilia\n(617) 624-5370\nceci.dunn@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 18\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nPublic Health\n(DPH)\nDepartment of\nPublic Health\n(DPH)\n305 South Street, Boston,\nMA, 02130, US\nDirector of\nDisease\nResponse\nSystems\n06/19/2011\n$60,001 to\n100,000\nDirector of\nOperations,\nBIDLS\n06/19/2011\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 18\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nCreative Tunings\n31 Maurizi Lane, Woodstock, NY, 12498\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 18\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 18\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n993 Memorial Drive,\nCambridge, MA, 02138, US\n30 Pond View Drive, Oak\nBluffs, MA, 02557, US\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\nName of Trust\nReal Estate Address\nPeasnort\n115 Gibbs Street,\nNewton, MA, 02459, US\nPage 5 of 18\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nPage 6 of 18\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nPage 7 of 18\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 18\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nMFS Bond Fund A\nMutual Fund\nMassachusetts\n111 Huntington\nAvenue,, Boston,\nMA, 02199, US\nMorgan Stanley\nActive Assets\nTrust\nMutual Fund\nNew York\n101 Park Avenue,\nNew York, NY,\n10178, US\nMS EUROPEAN\nEQUITY FUND\nClass C(MSEEX)\nPage 9 of 18\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nCommon Stock\nNew Jersey\n86 Morris Avenue, Summit\n, NJ, 07901, US\nCommon Stock\nDelaware\n1 Idexx Drive,\nWestbrook, ME, 04092, US\nAdobe Systems\nIncorporated Common Stock(ADBE)\nCelegene Corp\nCisco Systems,\nInc. - Common\nStock(CSCO)\nEMC Corporation\nCommon Stock(EMC)\nIdexx Labs Corp\nPage 10 of 18\nIntel Corporation\n- Common\nStock(INTC)\nJP Morgan Tax Free\nMoney Market\nMutual Fund\nNew York\n270 Park Avenue, New\nYork, NY, 10017, US\nMicrosoft\nCorporation Common Stock(MSFT)\nPaychex, Inc. Common Stock(PAYX)\nQUALCOMM\nIncorporated Common Stock(QCOM)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 18\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nCalimmune\nCommon Stock\nCalifornia\n10990\nWiltshire\nBlvd, Los\nAngeles, CA,\n90024, US\nPeasnort\nSolstice 2\nVenture Fund\nMutual Fund\nMassachusetts\n15 Broad\nStreet, #300,\nBoston, MA,\n02109, US\nPeasnort\nVanguard FTSE\nDeveloped Markets\nETF(VEA)\nPeasnort\nVanguard Emerging\nMarkets Stock\nIndex Fd Admiral\nShs(VEMAX)\nPeasnort\nVanguard Small Cap\nIndex Fd Admiral\nShs(VSMAX)\nPeasnort\nVanguard 500 Index\nFd Admiral\nShs(VFIAX)\nPeasnort\nPage 12 of 18\nVanguard FTSE\nEmerging Markets\nETF(VWO)\nPeasnort\nVanguard S&P 500\nETF(VOO)\nPeasnort\nVanguard Small\nCap VB\nMutual Fund\n455 Devon Park\nDrive, Wayne,\nPA, 19087, US\nPennsylvania\nPeasnort\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n100 North Tryon Street,\nCharlotte, NC, 28255, US\n30 years\n6\n2033\nPage 13 of 18\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 14 of 18\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 15 of 18\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 16 of 18\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 17 of 18\nI, Cecilia Dunn, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 18 of 18", "search_index_fts": 59094, "rank": null}, {"rowid": 5, "title": "Thomas J Sartory 2015", "search_1": "Statement of Financial Interests for 2015\nSartory\nThomas J\n(617) 574-6411\ntsartory@goulstonstorrs.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nState Ethics\nCommission\nOne Ashburton Place,\nBoston, MA, 02108 9500,\nCommissioner\n11/05/2015 11/05/2020\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nGoulston &\nStorrs PC\n400 Atlantic Avenue,\nBoston, MA, 02110 3333,\nEmployee\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 16\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 16\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 16\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nFidelity\nMagellan\nMutual Fund\nBoston, MA\n900 Salem\nStreet, ,\nSmithfield, ,\nRI, 02917, US\nFidelity Growth\n& Income\nMutual Fund\nBoston, MA\n900 Salem\nSTreet,\nSmithfield, RI,\n02917, US\nFidelity Asset\nManager\nMutual Fund\nBoston, MA\n900 Salem\nStreet,\nSmithfield,, RI,\n02917, US\nFidelity Mid-Cap\nStock\nMutual Fund\nBoston, MA\n900 Salem\nSTreet,\nSmithfield, RI,\n02917, US\nPage 8 of 16\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 9 of 16\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nBeneficiary\nWells Fargo &\nCompany Common\nStock(WFC)\nThomas J.\nSartory 1995\nManagement\nTrust\nVerizon\nCommunications\nInc. Common\nStock(VZ)\nThomas J.\nSartory 1995\nManagement\nTrust\nExxon Mobil\nCorporation\nCommon\nStock(XOM)\nThomas J.\nSartory 1995\nManagement\nTrust\nJohnson &\nJohnson Common\nStock(JNJ)\nThomas J.\nSartory 1995\nManagement\nTrust\nMicrosoft\nCorporation Common\nStock(MSFT)\nThomas J.\nSartory 2005\nManagement\nTrust\nCoca-Cola\nCompany (The)\nCommon Stock(KO)\nThomas J.\nSartory 2005\nManagement\nTrust\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nPage 10 of 16\nPepsico, Inc.\nCommon\nStock(PEP)\nThomas J.\nSartory 2005\nManagement\nTrust\n3M Company\nCommon\nStock(MMM)\nThomas J.\nSartory 2005\nManagement\nTrust\nEmerson Electric\nCompany Common\nStock(EMR)\nThomas J.\nSartory 2005\nManagement\nTrust\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPage 11 of 16\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n15 years\n2.99\n2030\nBank of\nAmerica\n430 Route\n134, South\nDennis, MA,\n02660, US\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 12 of 16\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 13 of 16\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 14 of 16\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Thomas J Sartory, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 6, "title": "Edward Mello 2015", "search_1": "Statement of Financial Interests for 2015\nMello\nEdward\nContact Phone Number:\nTed.mello@verizon.net\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nRehabilitation\nCommission (MRC)\nArea Director\n01/18/2000\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\nArea Director\n01/18/2000\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\nArea Director\n01/18/2000\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\nArea Director\n01/18/2000\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\n181 North St., Hyannis,\nMA, 02601, US\nArea Director\n01/18/2000 11/30/2015\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\n181 North St., Hyannis,\nMA, 02360, US\nArea Director\n01/18/2000 11/30/2015\n$60,001 to\n100,000\nMassachusetts\nRehabilitation\nCommission (MRC)\n181 Norh St., Hyannis,\nMA, 02601, US\nArea Director\n01/18/2000 11/30/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nNuttall, Macavoy &\nJoyce, P.C.\n1020 Plain Street, Suite\n270, Marshfield, MA, 02050,\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCiti\nP.O. Box 6243, Sioux\nFalls, SD, 57117 6243,\n15 Year\n3.75\n2020\nRockland\nFederal Credit\nUnion\n241 Union St., Rockland,\nMA, 02370 1825, US\n5 Years\n2.79\n2018\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Edward Mello, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 7, "title": "Ronald L Walker 2015", "search_1": "Statement of Financial Interests for 2015\nWalker\nRonald L\n(617) 626-7122\nronald.l.walker@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nExecutive Office\nof Labor and\nWorkforce\nDevelopment\n(EOLWD)\nExecutive Office\nof Labor and\nWorkforce\nDevelopment\n(EOLWD)\n1 Ashburton Place,\nBoston, MA, 02108, US\nSecretary\n01/08/2015\nSecretary\n01/08/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nW.P. Carey CPA\nGlobal 17 REIT\nREIT\nNY\nRockefeller\nPlaza, NY, NY,\n10020, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nFirst Republic\nBank\n160 Federal Street,\nBoston, MA, 02110, US\n10 year interest only\n6.5\n2015\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n$100,001\nor more\n$100,001\nor more\n10 year\ninterest\nonly\n5.25\n2024\nCreditor\nSantande\nr Bank\nCreditor\nMassachu\nsetts,\nCambridg\ne, MA,\n02138,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Ronald L Walker, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 8, "title": "Kristin Alexander 2015", "search_1": "Statement of Financial Interests for 2015\nAlexander\nKristin\n(617) 989-9210\nKristin.Alexander@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nChildren and\nFamilies (DCF)\n600 Washington Street,\nBoston, MA, 02111, US\nRegional\nClinical\nManager\n05/15/2016\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nGartner\n124 rublee street,\narlington, MA, 02476, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nUSAA Mutual Fds\nTr Short-Term\nBond Fund\nA(USSBX)\nF, S/C\nUSAA Cornerstone\nModerately\nAggressive\nFund(USCRX)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nOcwen\nP.O. Box 24738, West\nPalm Beach, FL, 33416,\n15 years\n4.25\n2025\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Kristin Alexander, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 9, "title": "Jennifer Ball 2015", "search_1": "Statement of Financial Interests for 2015\nBall\nJennifer\n(508) 532-7901\njball@ashlandmass.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\nChief of\nStaff\n10/20/2013\n$60,001 to\n100,000\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\nChief of\nStaff\n10/20/2013\nChief of\nStaff\n10/20/2013 04/18/2016\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\n400 Worcester Rd,\nFramingham, MA, 01701, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nGeorge\nWashington\nUniversity\n1922 F Street NW,\nSuite, Washington, DC,\n20052, US\nEmployee\n$5,001 to 10,000\nLockheed\nMartin\n700 N. Frederick Ave,\nBuilding 182,\nGaithersburg, MD,\n20879, US\nIndependent Contractor\n$1,001 to 5,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nBall Technical\n\u00fe\n200 Pleasant St, Unit b,\nTewksbury, MA, 01876, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nBall Technical Services\n200 Pleasant Street Unit B, Tewksbury, MA, 01876\nBall Technical Services\n200 Pleasant St, Unit b, Tewksbury, MA, 01876, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nJeanne D'Arc\nCredit Union\n245 Chelmsford St,\nChelmsford, MA, 01824,\n30\n3.5\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Jennifer Ball, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 10, "title": "Bridget Cook 2015", "search_1": "Statement of Financial Interests for 2015\nCook\nBridget\n(781) 960-2800\nbcook@sdm.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMiddlesex County\nSheriff\n400 Mystic Ave, Medford,\nMA, 01826, US\nBudget\nDirector\n06/17/2012\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nDracut Police\nDept.\n110 Loon Hill Rd.,\nDracut, MA, 01826,\nPolice Officer\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nNationalstar\nMortgage\nPO Box 619098, Dallas,\nTX, 75261, US\n30\n3.99\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Bridget Cook, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nI 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\nresponses, the report indicated I answered yes for this question. This is incorrect and I am not a candidate for public office.\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 11, "title": "Evan Bjorklund 2015", "search_1": "Statement of Financial Interests for 2015\nBjorklund\nEvan\n(617) 727-7440\nExt : 27304\nevan.bjorklund@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nOffice on\nDisability (MOD)\nOne Ashburton Place,\nBoston, MA, 02108, US\nGeneral\nCounsel\n10/04/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nSantander Bank\n75 State Street, Boston, MA,\n02109, US\nManager\nHavas Media Boston\n10 Summer Street, Boston,\nMA, 02110, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nWNE Law Alumni\nAssociation Board of\nDirectors\n1215 Wilbraham Road,\nBoston, MA, 01119, US\nDirector\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nGeneral Electric\nCompany Common\nStock(GE)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nFidelity\nDisciplined Equity\nFund(FDEQX)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Evan Bjorklund, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 12, "title": "Ben Bradford 2015", "search_1": "Statement of Financial Interests for 2015\nBradford\nBen\n(781) 296-9967\nbbradford@masslifesciences.com\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nLife Sciences\nCenter (MLSC)\n1000 Winter Street,\nWaltham, MA, 02451, US\nDirector of\nRegional\nDevelopment\nStrategy\n02/29/2016\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nCarrie\nNation\n11 Beacon Street,\nBoston, MA, 02108, US\nEmployee\n$5,001 to 10,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Ben Bradford, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 13, "title": "Deborah J Mendoza-Lochrie 2015", "search_1": "Statement of Financial Interests for 2015\nMendoza-Lochrie\nDeborah J\n(617) 267-6767\nExt : 2218\ndeborah.mendoza-lochrie@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nOffice of the\nChief Medical\nExaminer (OCME)\n720 Albany Street,\nBoston, MA, 02118, US\nChief of\nStaff\n06/15/2008\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nMassachusetts\nParole Board\n12 Mercer Road,\nNatick, MA, 01760,\nField Parole\nOfficer\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nF, S/C\nMortgage\nReceivable\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of Easton\n275 Washington Street,\nEaston, MA, 02375, US\n15 years\n3.0\n2030\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nF, S/C\n$100,001\nor more\n$100,001\nor more\n15 years\n3.0\n2030\nCreditor\nBank of\nEaston\nCreditor\n275\nWashingt\non\nStreet,\nEaston,\nMA,\n02375,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Deborah J Mendoza-Lochrie, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 14, "title": "Mark T. Conlon 2015", "search_1": "Statement of Financial Interests for 2015\nConlon\nMark T.\n(617) 742-8575\nExt : 327\nmark.conlon@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nActing\nDirector of\nHuman\nResources\n11/02/2009\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nDirector of\nHuman\nresources\n11/01/2010\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nActing\nDirector of\nHuman\nResources\n11/01/2009\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nActing\nDirector of\nHuman\nResources\n11/01/2009\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nDirector of\nHuman\nResources\n11/01/2010\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nDirector of\nHuman\nResources\n11/22/2009\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nmiddlesex\nsavings bank\n160, westford, MA,\n01886, US\n20 years\n4\n2031\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Mark T. Conlon, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 15, "title": "Dennis P McManus 2015", "search_1": "Statement of Financial Interests for 2015\nMcManus\nDennis P\n(508) 831-2330\ndennis.mcmanus@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nWorcester County\nSuperior Court\n225 Main Street,\nWorcester, MA, 01608, US\nClerk of\nCourts\n01/03/2007\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nDennis P. McManus DBA\nBail Clerk\n5 Olde Century Farm Road,\nWest Boylston, MA, 01583\n$1,001 to 5,000\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nFidelity U-Fund\nF, S/C\nCertificates of\nParticipation\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nUnibank\n49 CHURCH STREET,\nWHITINSVILLE, MA, 01588,\n30 years\n4.75\n2039\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Dennis P McManus, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 16, "title": "Kathy Sanders 2015", "search_1": "Statement of Financial Interests for 2015\nSanders\nKathy\n(617) 626-8059\nKathy.Sanders@massmail.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nMental Health\n(DMH)\n25 Staniford Street,\nBoston, MA, 02114, US\nDeputy\nCommissioner\n11/01/2012\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nMassachusett\ns General\nPhysician\nOrganization\n15 Parkman Street,\nBoston, MA, 02114, US\nEmployee\n$1,001 to 5,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\nReal Estate Address\nBeneficiary\nSanderno\nF, S/C\n3-5 Ronald Road,\nArlington, MA,\n02474, US\nF, S/C\nSanderno\nTransferor\nName of Trust\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nName of Trust\nF, S/C, T\nMortgage\nReceivable\nSanderno\n3-5 Ronald Road,\nArlington, MA, 02474, US\nF, S/C, T\nMortgage\nReceivable\nSanderno\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCapital One\nPO Box 105385, Atlanta,\nGA, 30348, US\n7/1 Adjustable Rate\n2.875\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n3-5\nRonald\nRoad,\nArlingto\nn, MA,\n02474,\n$100,001\nor more\n$100,001\nor more\n30 year\n4.75\n3038\nCreditor\nSantande\nr Bank\nCreditor\nPO Box\n619063,\nDallas,\nTX,\n75261,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Kathy Sanders, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 17, "title": "Thomas M. M Ryan 2015", "search_1": "Statement of Financial Interests for 2015\nRyan\nThomas M. M\n(617) 788-6275\nthomas.ryan@sec.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSuffolk County\nRegistry of Deeds\nFirst\nAssistant\nRegister\n04/01/2002\n$60,001 to\n100,000\nSuffolk County\nRegistry of Deeds\nFirst\nAssistant\nRegister\n04/01/2002\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15 Azalea Circle,\nDedham, MA,\n02026, US\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\nName of Trust\n37\nElizabeth\nIsland\nRoad\nRealty\nTrust\nReal Estate Address\nBeneficiary\n37 Elizabeth island\nRd., EleE, Mashpee,\nMA, 02649, US\nTransferor\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCitizens Bank\n1 Citizens Plaza,\nProvidence, RI, 02903,\n30 Years\n3.625\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Thomas M. M Ryan, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 18, "title": "Julie C Hayes 2015", "search_1": "Statement of Financial Interests for 2015\nHayes\nJulie C\n(413) 545-4169\njhayes@hfa.umass.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nUniversity of\nMassachusetts\nDartmouth (UMASS)\nDean,\nHumanities\nand Fine Arts\n09/01/2010\nUniversity of\nMassachusetts\nDartmouth (UMASS)\nDean,\nHumanities\nand Fine Arts\n09/01/2010\nUniversity of\nMassachusetts\nDartmouth (UMASS)\nDean,\nHumanities\nand Fine Arts\n09/01/2010\nDean of\nHumanities\nand Fine Arts\n09/01/2010\nUniversity of\nMassachusetts\nAmherst (UMASS)\nPresident's Drive,\nAmherst, MA, 01003, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nMortgage\nReceivable\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nRaymond James\nbrokers\nMutual Fund\n880 Carillon Parkway, St.\nPetersburg, FL 33716\n880 Carillon\nParkway, St.\nPetersburg, FL,\n33716, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nQuicken Loans\n1050 Woodward Avenue,\nDetroit, MI, 48226, US\n10 years\n3.5\n2022\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Julie C Hayes, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 19, "title": "Kevin R Hayden 2015", "search_1": "Statement of Financial Interests for 2015\nHayden\nKevin R\n(978) 740-6500\nkevin.hayden2@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSex Offender\nRegistry Board\n(SORB)\nGeneral\nCounsel\n10/21/2013 12/12/2014\n$60,001 to\n100,000\nSex Offender\nRegistry Board\n(SORB)\n45 Congress Street,\nSalem, MA, 01970, US\nManaging\nDirector\n12/12/2014 06/02/2015\n$60,001 to\n100,000\nSex Offender\nRegistry Board\n(SORB)\n45 Congress Street,\nSalem, MA, 01970, US\nChairman\n06/02/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nFriends of Youth\nOpportunity Boston\n7 Palmer Street, 2nd\nFloor, Boston, MA, 02119,\nOfficer\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nNationstar\nMortgage\nP.O. Box 619063, Dallas,\nTX, 75261, US\n30 years\n4.125\n2054\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$40,00\n1 to\n60,000\n$40,001 to\n60,000\n4.15\n03/01/2037\n53 Johnswood\nRd.\nReal Time\nResolutions\nP.O. Box\n731940,\nDallas, TX,\n75373, US\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Kevin R Hayden, certify under the pains and penalties of perjury that:\nSubmitted: 06/21/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 20, "title": "Edward J Carr 2015", "search_1": "Statement of Financial Interests for 2015\nCarr\nEdward J\n(508) 935-2222\ned@mwrta.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassDOT/RTA-Regio\nnal Transit\nAuthorities\nMetroWest\nAdministrator\n06/04/2007\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\nWest Central Street,\nNatick, MA, 01760, US\n15 years\n2.75\n2031\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Edward J Carr, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 21, "title": "Steven D. Pierce 2015", "search_1": "Statement of Financial Interests for 2015\nPierce\nSteven D.\nContact Phone Number:\nContact Email :\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 15\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nHousing Court\nDepartment,\nAdministrative\nOffice\n24 New Chardon Street,\nBoston, MA, 02114, US\nChief Justice\n01/01/2003 09/30/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 15\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 15\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 15\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 15\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 15\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 15\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 15\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nT. Rowe Price\nGrowth Stock\nFd(PRGFX)\nT. Rowe Price\nInternational\nStock Fd(PRITX)\nT. Rowe Price\nNew Horizons\nFd(PRNHX)\nT. Rowe Price\nShort Term Bond\nFd(PRWBX)\nVirtus Balanced\nFund Class\nA(PHBLX)\nDominion\nResources, Inc.\nCommon Stock(D)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 15\nManulife\nFinancial\nCorporation\nCommon\nStock(MFC)\nJohnson &\nJohnson Common\nStock(JNJ)\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 10 of 15\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBerkshire Bank\n31 Court Street,\nWestfield, MA, 01085\n0000, US\n30 years\n3.50\n2030\nBerkshire Bank\n31 Court Street,\nWestfield, MA, 01085\n0000, US\n30 years\n3.50\n2030\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 11 of 15\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 12 of 15\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 13 of 15\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 14 of 15\nI, Steven D. Pierce, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 15 of 15", "search_index_fts": 59094, "rank": null}, {"rowid": 22, "title": "Agapi Koulouris Stratakias 2015", "search_1": "Statement of Financial Interests for 2015\nStratakias\nAgapi Koulouris\n(617) 660-4654\nAgapi.Koulouris@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\nGeneral\nCounsel\n06/01/2014\n$60,001 to\n100,000\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\n200 Arlington Street,\nSuite 2200, Chelsea, MA,\n02150, US\nGeneral\nCounsel\n06/01/2014\n$60,001 to\n100,000\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\n200 Arlington Street,\nSuite 2200, Chelsea, MA,\n02474, US\nGeneral\nCounsel\n06/01/2014\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nLiberty Mutual\n173 Bedford Street,\nLexington, MA, 02420, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCentral\nMortgage\nCompany\nP.O. Box 8025, Little\nRock, AR, 72203, US\n25 years\n4.375\n2039\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Agapi Koulouris Stratakias, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 23, "title": "Daniel Saroff 2015", "search_1": "Statement of Financial Interests for 2015\nSaroff\nDaniel\n(617) 910-5710\ndsaroff@publiccounsel.net\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nCommittee for\nPublic Counsel\nServices (CPCS)\nCommittee for\nPublic Counsel\nServices (CPCS)\n44 Bromfield St, Boston,\nMA, 02108, US\nChief\nInformation\nOfficer\n09/04/2014\nCIO\n09/04/2014\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 17\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 17\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 17\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 17\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nVerizon\nCommunications\nInc. Common\nStock(VZ)\nBritish\nPetrolium\nCaterpillar,\nInc. Common\nStock(CAT)\nChemours Company\n(The) Common\nStock(CC)\nChesapeake\nEnergy\nCorporation\nCommon\nStock(CHK)\nE.I. du Pont de\nNemours and\nCompany Common\nStock(DD)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPreferred Stock\nUK\nP.O. Box 965006\n, Orlando, FL,\n32896 5006, US\nPage 9 of 17\nElectro\nScientific\nIndustries, Inc.\n- Common\nStock(ESIO)\nFrontline Ltd.\nOrdinary\nShares(FRO)\nGeneral Electric\nCompany Common\nStock(GE)\nKinder Morgan,\nInc. Common\nStock(KMI)\nPfizer, Inc.\nCommon\nStock(PFE)\nPotash\nCorporation of\nSaskatchewan\nInc. Common\nStock(POT)\nSinclair\nBroadcast Group,\nInc. - Class A\nCommon\nStock(SBGI)\nSolarEdge\nTechnologies,\nInc. - Common\nStock(SEDG)\nPage 10 of 17\nWeyerhaeuser\nCompany Common\nStock(WY)\nBank of America\nCorporation\nCommon\nStock(BAC)\nBig 5 Sporting\nGoods\nCorporation Common\nStock(BGFV)\nChevron\nCorporation\nCommon\nStock(CVX)\nFrontier\nCommunications\nCorporation Common\nStock(FTR)\nNucor\nCorporation\nCommon\nStock(NUE)\nSysco\nCorporation\nCommon\nStock(SYY)\nPage 11 of 17\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 12 of 17\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 13 of 17\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 14 of 17\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\nPage 15 of 17\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Daniel Saroff, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 24, "title": "Christopher Fiori 2015", "search_1": "Statement of Financial Interests for 2015\nFiori\nChristopher\n(781) 280-3647\nfioric@middlesex.mass.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMiddlesex\nCommunity College\n591 Springs Road,\nBedford, MA, 01730, US\nDirector of\nStudent\nFinancial\nServices\n08/12/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nLancaster Public\nLibrary\n717 Main Street,\nLancaster, MA,\n01523, US\nLibrary\nTrustee for\nTown of\nLancaster\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nStaples Inc.\n500 Staples Way, Framingham,\nMA, 01702, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nGeneral Electric\nCompany Common\nStock(GE)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nClinton\nSavings Bank\nMain Street, Clinton,\nMA, 01510, US\n15 years\n4.25\n2026\nClinton\nSavings Bank\nMain Street, Clinton,\nMA, 01510, US\n2026\n3.00\n2026\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Christopher Fiori, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 25, "title": "Gregory Short 2015", "search_1": "Statement of Financial Interests for 2015\nShort\nGregory\n(617) 956-1547\ngregory.short@state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDivision of Banks\n(DOB)\n1000 washington st., 10th\nfloor, boston, MA, 02118,\nDeputy\nGeneral\nCounsel\n02/17/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 16\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 16\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 16\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nBlackRock Funds\nII, Strategic\nOpportunities\nPtf\nInstitutional(BS\nIIX)\nColumbia U.S.\nGovernment\nMortgage Fd Cl\nR5(CGVRX)\nDreyfus/Standish\nGlobal Fixed\nIncome Fund\nClass I(SDGIX)\nFidelity Advisor\nShort\nFixed-Income\nFund: Class\nI(FSXIX)\nSpartan U.S.\nBond Index Fd\nInv Cl(FBIDX)\nJanus Flexible\nBond I\nShares(JFLEX)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 16\nJohn Hancock Fds\nII Strategic\nOpportunities Fd\nClass I(JIPIX)\nDreyfus\nOpportunistic\nFixed Income\nClass A(DSTAX)\nPrudential\nShort-Term\nCorporate Bond\nFund, Inc. Class\nZ(PIFZX)\nPutnam High\nYield Trust\nClass Y(PHYYX)\nVirtus\nMulti-Sector\nShort Term Bond\nFund Class\nI(PIMSX)\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 10 of 16\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPage 11 of 16\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 12 of 16\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 13 of 16\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 14 of 16\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Gregory Short, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 26, "title": "David W Giannotti 2015", "search_1": "Statement of Financial Interests for 2015\nGiannotti\nDavid W\n(617) 371-9500\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nState Ethics\nCommission\nPublic\nEducation and\nCommunication\ns Division\nChief\n04/28/2008\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPinkerton\nOne Harbor Street,\nBoston, MA, 02210, US\nEmployee\nLess than $1,001\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nCape Cod Hospital\n27 Park Street, Hyannis, MA,\n02601, US\nEmployee\nAnother Level\n\u00fe\n14 Turtleback Road, Marstons\nMills, MA, 02648, US\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nAnother Level\n14 Turtleback Road, Marstons Mills, MA, 02648, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCitizens Bank\nPO Box 7000, Providence,\nRI, 02940, US\n15 years\n4.25\n2030\nCitizens Bank\nPO Box 7000, Providence,\nRI, 02940, US\n10 years\n3.99\n2020\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, David W Giannotti, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 27, "title": "Denise C. Richardello 2015", "search_1": "Statement of Financial Interests for 2015\nRichardello\nDenise C.\n(413) 662-5201\ndenise.richardello@mcla.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nCollege of\nLiberal Arts\n375 Church Street, North\nAdams, MA, 01267, US\nExecutive\nVice\nPresident\n09/26/1996\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nCommonwealth\nFinancial\nNetwork\nF, S/C\nMutual Fund\nMassachusetts\n29 Sawyer Road,\nWaltham, MA,\n02453, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nHoosac Bank\nMain Street, North\nAdams, MA, 01267, US\n10 years\n2.99\n2021\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Denise C. Richardello, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 28, "title": "Catherine M McDonald 2015", "search_1": "Statement of Financial Interests for 2015\nMcDonald\nCatherine M\n(617) 568-3150\nCMcDonaldFerrara@massport.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nPort Authority\n(MASSPORT)\nOne Harborside Drive,\nBoston, MA, 02186, US\nChief Legal\nCounsel\n10/20/1999\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nBoston Collegiate\nCharter School\n11 Mayhew Street,\nDorchester, MA,\n02125, US\nDean\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n100 North Tryon Street,\nCharlotte, NC, 28255, US\n30 years\n5.25\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Catherine M McDonald Ferrara, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 29, "title": "David R. Johnston 2015", "search_1": "Statement of Financial Interests for 2015\nJohnston\nDavid R.\n(508) 946-2708\ndavid.johnston@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nDeputy\nRegional\nDirector\n05/01/2012\n$60,001 to\n100,000\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nDeputy\nRegional\nDirector\n05/01/2012\n$60,001 to\n100,000\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nDeputy\nRegional\nDirector\n05/01/2012\nDeputy\nRegional\nDirector\n05/01/2012\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\n20 Riverside Drive,\nLakeville, MA, 02347, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nEquinix\nOne Lagoon Drive, Redwood\nCity, CA, 94065, US\nEmployee\nAuthair\n11 Research Drive, Suite 1,\nWoodbridge , CT, 06525, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nAsylum/Stone\nHearth Pizza\nF, S/C\nPreferred Stock\nMassachusetts\n57 Leonard\nSteet, Belmont,\nMA, 02478, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nFall River\nMunicipal\nCredit Union\n333 Milliken Blvd, Fall\nRiver, MA, 02712, US\n10 years\n2.75\n2024\nSt. Anne's\nCredit Union\n1675 President's Ave.,\nFall River, MA, 02720,\n5 years\n3.0\n2020\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, David R. Johnston, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 30, "title": "Michael J Lambert 2015", "search_1": "Statement of Financial Interests for 2015\nLambert\nMichael J\n(857) 254-1997\nmlambert@mbta.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassDOT/MBTA\n10 Park Plaza - 4th\nFloor, Boston, MA, 02116,\nDptyAdministr\nator -Transit\n08/22/2011\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nMass General Hospital\n55 Fruit Street, Boston, MA, 02116\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPNC Bank\n300 Fifth Avenue, The\nTower at PNC Plaza,,\npittsburgh, PA, 15222,\n30 year\n3.875\n2044\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Michael J Lambert, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 31, "title": "Scott C MacLeod 2015", "search_1": "Statement of Financial Interests for 2015\nMacLeod\nScott C\n(508) 820-1445\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\nMitigation &\nDisaster\nRecovery\nSection Chief\n08/12/2012\n$60,001 to\n100,000\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\n400 Worcester Road,\nFramingham, MA, 01702, US\nChief of\nDisaster\nRecovery &\nHazard\nMitigation\n08/12/2012\n$60,001 to\n100,000\nMassachusetts\nEmergency\nManagement Agency\n(MEMA)\n400 Worcester Road,\nFramingham, MA, 01702, US\nChief of\nDisaster\nRecovery &\nHazard\nMitigation\n08/12/2012\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nDeloitte\n200 Berkley Street, Boston\nMA 02116\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nTheWinesKnob LLC\n45 Century Lane, Canton, MA,\n02021, US\n100%\nLess than $1,001\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\n30 year\n3.3\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30\n3.99\n2043\nCreditor\nCreditor\nditech\nmortgage\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Scott C MacLeod, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 32, "title": "Gregory White 2015", "search_1": "Statement of Financial Interests for 2015\nWhite\nGregory\n(617) 973-8707\nGreg.White@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nOffice of\nConsumer Affairs\nand Business\nRegulations\n(OCABR)\nTen Park Plaza, Boston,\nMA, 02116, US\nChief of\nStaff/General\nCounsel\n03/16/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nClark\nUniversity\n950 Main Street,\nWorcester, MA, 01610,\nEmployee\n$5,001 to 10,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nPlexus Corporation\nOne Plexus Way, P.O. Box\n156, Neenah, WI, 54957, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nBeneficiary\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nMorgan Stanley\nMutual Fund\nMassachusetts\n100 Front\nStreet,\nWorcester,\nMA, 01608,\nAlice M.\nWhite &\nFrancis A.\nWhite\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\nP.O. Box 21848,\nGreensboro, NC, 27420\n1818, US\n10 year\n4\n2017\nDitech\nP.O. Box 94710,\nPalatine, IL, 60094, US\n15\n3.875\n2028\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Gregory White, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 33, "title": "James V Menno 2015", "search_1": "Statement of Financial Interests for 2015\nMenno\nJames V\n(781) 830-1281\nJames.Menno@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nNorfolk Probate\nand Family Court\nassociate\njustice\n03/01/2014\nPlymouth Probate\nand Family Court\nassociate\njustice\n06/08/1995\nassociate\njustice\n03/01/2014\nNorfolk Probate\nand Family Court\n35 Shawmut RD, Canton,\nMA, 02021, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nTown of walpole\nGould St, Walpole,\nMA, 02081, US\ninstructional\naid\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nrockland\nfederal credit\nunion\n241 Union STreet,\nRockland, MA, 02370, US\n20 years\n3.875\n2031\nrockland\nfederal credit\nunion\n241 Union St, Rockland,\nMA, 02370, US\n15 years\n3.75\n2030\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, James V Menno, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 34, "title": "Jonathan Rand 2015", "search_1": "Statement of Financial Interests for 2015\nRand\nJonathan\n(617) 879-7263\njrand@massart.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nCollege of Art\nand Design\n(MassArt)\n621 Huntington Ave,\nBoston, MA, 02115, US\nRegistrar\n01/02/2013\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nNorth Shore Community\nCollege\n300 Broad Street, Lynn, MA,\n01901, US\nEmployee\nBeverly Farmer's Market\n\u00fe\n3 Agate ST, Beverly, MA,\n01915, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nBeverly Farmer's Market\n3 Agate ST, Beverly, MA, 01915, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nBeverly Farmer's Market\n3 Agate ST, Beverly, MA, 01915,\nDirector\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nMass Housing\n1 Beacon Street, Boston,\nMA, 02108, US\n30\n4.5\n2045\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Jonathan Rand, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 35, "title": "Anthony S Owens 2015", "search_1": "Statement of Financial Interests for 2015\nOwens\nAnthony S\n(617) 288-9500\nExt : 201\nanthony.owens@jud.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nBoston Municipal\nCourt-Dorchester\nDistrict\nClerk\nMagistrate\n05/19/2004\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nJustice George Lewis\nRuffin Society Northeastern\n360 Huntingtin Avenue,\nBoston, MA, 02115, US\nOfficer\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPNC Mortgage\nP.O. Box 6534, Carol\nStream, IL, 60197, US\n30 year Mortgage\n4.500\n2039\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Anthony S Owens, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 36, "title": "Catherine K Byrne 2015", "search_1": "Statement of Financial Interests for 2015\nByrne\nCatherine K\n(617) 788-8700\ncatherine.byrne@jud.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDistrict Court Circuit\nAssociate\nJustice\n01/18/2013\nDistrict Court Circuit\nAssociate\nJustice\n01/01/2014 12/31/2014\nAssociate\nJustice\n01/01/2015\nBoston Municipal\nCourt Department\n(BMC)\n24 New Chardon Street,\nBoston, MA, 02114, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nVanguard Voyager\nMutual Fund\nPennsylvania\n455 Devon Park\nDrive, Wayne,\nPA, 19087 1815,\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nFlagstar Bank\n5151 Corporate Drive,\nTroy, MI, 48098, US\n15 years\n2.99\n2029\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Catherine K Byrne, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 37, "title": "Michael R Kass 2015", "search_1": "Statement of Financial Interests for 2015\nKass\nMichael R\n(781) 859-1311\nmkass@armstrongambulance.com\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nPublic Health\n(DPH)\n99 Chauncey Street,\nBoston, MA, 02111, US\nDirector of\nOffice of\nEmergency\nMedical\nServices\n01/12/2015 11/28/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nArmstrong\nAmbulance\nService\n87 Mystic Street,\nArlington, MA, 02474,\nManager\n$5,001 to 10,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n1325 Worcester\nRd, D6,\nFramingham, MA,\n01701, US\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nCreditor\nCreditor\n1325\nWorceste\nr Rd,\nD6,\nFramingh\nam, MA,\n01701,\n$20,001\nto\n40,000\n$5,001\nto\n10,000\n20 years\n3.87\n2023\nBank of\nAmerica\nP.O. Box\n15227,\nWilmingt\non, DE,\n19886,\n1325\nWorceste\nr Rd,\nD6,\nFramingh\nam, MA,\n01701,\n$60,001\nto\n100,000\n$40,001\nto\n60,000\n30 year\n3.375\n2033\nNationst\nar\nP.O. Box\n619063,\nDallas,\nTX,\n75261,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Michael R Kass, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 38, "title": "Francis V Kenneally 2015", "search_1": "Statement of Financial Interests for 2015\nKenneally\nFrancis V\n(617) 557-1188\nfrancis.kenneally@sjc.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nSupreme Judicial\nCourt (SJC)\nJohn Adams Courthouse,\nOne Pemberton Square,\nBoston, MA, 02108, US\nClerk\n11/06/2013\nMassachusetts\nSupreme Judicial\nCourt (SJC)\nJohn Adams Courthouse,\nOne Pemberton Square,\nBoston, MA, 02108, US\nFirst\nAssistant\nClerk\n03/01/2011 11/05/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nDCR\nNantasket Beach,\nHull, MA, 02045, US\nParking Lot\nAttendant\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nDunkin Donuts\n1540 Commercial Street,\nWeymouth, MA, 02189, US\nEmployee\nCVS\n1515 Commercial Street,\nWeymouth, MA, 02189, US\nEmployee\nWellesley College\n106 Central Street,\nWellesley, MA, 02189, US\nEmployee\nCVS\n25 Washington Street, we,\nMA, 02482, US\nEmployee\nBemtley University\n175 Forest Street, Waltham ,\nMA, 02452, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nF, S/C\nMortgage\nReceivable\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nNationstar\nMortgage\nPO Box 650783, Dallas,\nTX, 75261, US\n35\n4\n2045\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Francis V Kenneally, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 39, "title": "Joanne O Morin 2015", "search_1": "Statement of Financial Interests for 2015\nMorin\nJoanne O\n(617) 626-7319\njoanne.morin@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnergy Resources\n(DOER)\n100 Cambridge Street,\nBoston, MA, 02114, US\nDeputy\nCommissioner\n12/14/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nConsortium\nfor Energy\nEfficiency\n98 N Washington Street,\nBoston, MA, 02114, US\nManager\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nMaxonic\n2041 Mission College Blvd\nSuit, Santa Clara, CA,\n95054, US\nEmployee\nIC Compliance LLC\n1065 E Hillsdale Blvd #3,\nFoster City , CA, 94404, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nIncome Property\n55-57 Pearl Street, Laconia,\nNH, 03246, US\n100%\n$10,001 to 20,000\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nFidelity Bank\nPO Box 2737, Wichita,\nKS, 67201, US\n15 years\n3.25\n2028\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n55-57\nPearl\nst,\nLaconia,\nNH,\n03246,\nF, S/C\n$100,001\nor more\n$100,001\nor more\n15 years\n3.25\n2028\nCreditor\nFidelity\nBank\nCreditor\nPO Box\n2737,\nWichita,\nKS,\n67201,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$1,001\nto\n5,000\n$1,001 to\n5,000\n3\n06/22/2026\nCash advance\nChase\nPO Box 15298,\nWilminton,\nDE, 19850\n5298, US\n$10,00\n1 to\n20,000\n$5,001 to\n10,000\n3\n06/22/2026\nCash advance\nDiscover\nPO Box 30943,\nSalt Lake\nCity, UT,\n84130, US\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Joanne O Morin, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 40, "title": "Gloriann Moroney 2015", "search_1": "Statement of Financial Interests for 2015\nMoroney\nGloriann\n(508) 650-4509\ngloriann.moroney@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nParole Board\n12 Mercer Road, Natick,\nMA, 01760, US\nGeneral\nCounsel\n01/17/2016\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nCounty\nSuffolk\nCounty\nDistrict\nAttorney's\nOffice\nOne Bulfinch\nPlace,\nBoston, MA,\nMA, 02114,\nAssistant\nDistrict\nAttorney\n$60,001 to\n100,000\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nBoston Police\nDepartment\nOne Schroeder Plaza,\nBoston, MA, 02127,\nPolice\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nUS bank home\nmortgage\nPO Box 21948, Eagan, MN,\n55121, US\n30 years\n3.75\n2046\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Gloriann Moroney, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 41, "title": "Michael A. a Avery 2015", "search_1": "Statement of Financial Interests for 2015\nAvery\nMichael A. a\n(617) 979-8605\nmichael.avery2@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEarly Education\nand Care (EEC)\nDepartment of\nEarly Education\nand Care (EEC)\n1250 Hancock Street,\nQuincy, MA, 02169, US\nRegional\nDirector\n07/01/2009\n$60,001 to\n100,000\nRegional\nDirector\n07/01/2009 06/30/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nDepartment of\nEarly Education\nand Care\n10 Austin Street,\nWorcester, MA,\n01609, US\nRegional\nDirector\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nTD BankNorth\n362 Allen Avenue,\nPortland, ME, 04103, US\n15\n3.375\n2025\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Michael A. a Avery, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 42, "title": "David Rondeau 2015", "search_1": "Statement of Financial Interests for 2015\nRondeau\nDavid\nContact Phone Number:\nContact Email :\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nChildren and\nFamilies (DCF)\nDirector of\nAreas\n11/02/2014\n$10,001 to\n20,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, David Rondeau, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 43, "title": "Michael Quinlin 2015", "search_1": "Statement of Financial Interests for 2015\nQuinlin\nMichael\n(617) 973-8503\nmichael.quinlin@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nMarketing\nPartnership (MMP)\nMassachusetts\nMarketing\nPartnership (MMP)\n10 Park Plaza, Suite\n4510, Boston, MA, 02116,\nCommonwealth\nMarketing\nOfficer\n12/17/2012\n$60,001 to\n100,000\nCommonwealth\nMarketing\nOfficer\n12/16/2012\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nBoston Irish Tourisn Assn\nHOME, Milton, MA, 02186\nBoston Irish Tourism Association\nHOME, Milton, MA, 02186, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nBoston Irish Tourism\nAssociation\nHOME, Milton, MA, 02186, US\nDirector\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Michael Quinlin, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 44, "title": "John A O'Leary 2015", "search_1": "Statement of Financial Interests for 2015\nO'Leary\nJohn A\n(413) 527-8107\njohn.oleary@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nFish and Game\n(DFG)\nDepartment of\nFish and Game\n(DFG)\n254 Causeway, Boston, MA,\n02114, US\nAssistant\nDirector of\nWildlife\n10/20/2020\n$60,001 to\n100,000\nAssistant\nDirector of\nWildlife\n06/01/2013 12/11/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nWhite House Farm\n\u00fe\n40 Miller Ave, Southampton,\nMA, 01073, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nWhite House Farm\n40 Miller Ave, Southampton,\nMA, 01073, US\n$10,001 to 20,000\nduring 2015, and provide the required information for each.\nWhite House Farm\n40 Miller Ave, Southampton, MA, 01073\nWhite House Farm\n40 Miller Ave, Southampton, MA, 01073, US\nPage 3 of 13\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, John A O'Leary, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nThe following are the specific Question(s) for which information could not be obtained from your spouse and/or any dependent child(ren) residing\nin your household:\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 45, "title": "Paul D. D Dietl 2015", "search_1": "Statement of Financial Interests for 2015\nDietl\nPaul D. D\n(617) 878-9701\npaul.d.dietl@hrd.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 15\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nHuman Resources\nDivision (HRD)\nChief Human\nResources\nOfficer\n01/06/2007\nHuman Resources\nDivision (HRD)\nAgency HEad\n01/01/2011\nHuman Resources\nDivision (HRD)\nAgency Head\n01/01/2012\nHuman Resources\nDivision (HRD)\nchief Human\nResource\nOfficer\n01/06/2007\nHuman Resources\nDivision (HRD)\nCHRO\n01/06/2007\nHuman Resources\nDivision (HRD)\none ashburton room 301,\nBoston, MA, 02198, US\nAgency Head\n01/01/2007\nHuman Resources\nDivision (HRD)\n47 Taft Ave, Newton, MA,\n02465, US\nAgency Head\n01/04/2007\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPage 2 of 15\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPage 3 of 15\nduring 2015, and provide the required information for each.\nUMB\n100 Morisy BLVD, Boston, MA, 02120\nUmass Boston\n100 Morriseey BLVD, Boston, MA, 02129\nUMB\n100 Morrissey BLVD, Boston, MA, 02120\nUmass Boston\n100 Morrissey BLVD, Boston, MA, 02120\nUmass Boston\n100 Morrissey BLVD, Boston, MA, 02120\nUmass Boston\n100 Morrissey Blvd, Boston, MA, 02129\nUMB\n100 Morisy BLVD, Boston, MA, 02120, US\nUMB\n100 Morisy Blvd, Bostoin, MA, 02120, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 4 of 15\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 5 of 15\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 6 of 15\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 7 of 15\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 8 of 15\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nVanguard U.S.\nGrowth Fund\nAdmiral\nShares(VWUAX)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 9 of 15\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPNC mortgage\nCo\n1 Wall street,\nBurlington, MA, 01803,\n30 yr. Mortgags\n3.5\n2040\nPage 10 of 15\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 11 of 15\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 12 of 15\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 13 of 15\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 14 of 15\nI, Paul D Dietl, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 15 of 15", "search_index_fts": 59094, "rank": null}, {"rowid": 46, "title": "Paul F Jean 2015", "search_1": "Statement of Financial Interests for 2015\nJean\nPaul F\n(508) 680-6335\npaul.jean@bridgew.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nBridgewater State\nUniversity\n131 Summer Street,\nBridgewater, MA, 02325,\nVice\nPresident for\nMarketing and\nCommunication\ns\n07/01/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nRockland Trust Co.\n288 Union Street, Rockland,\nMA, 02370, US\nManager\nSouthers Marsh Golf\nClub\n30 Southers Marsh Lane,\nPlymouth, MA, 02360, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nF, S/C\nMortgage\nReceivable\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSunTrust\nMortgage\nC/O NTC, 2100 Alt 19\nNorth, Palm Harbor, FL,\n34685, US\n20 years\n3.75\n2033\nRockland Trust\nCo.\n288 Union St, Rockland,\nMA, 02370, US\nRolling\n3.25\n2033\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Paul F Jean, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 47, "title": "Barry J LaCroix 2015", "search_1": "Statement of Financial Interests for 2015\nLaCroix\nBarry J\n(617) 887-5650\nlacroixb@dor.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\nExecutive\nDirector\n05/15/2000\n$60,001 to\n100,000\nMassachusetts\nDepartment of\nRevenue (DOR)\nChief\nInformation\nResources\nBureau\n01/02/2008\nExecutive Office\nfor\nAdministration &\nFinance (A&F)\nChief,\nInformation\nResources\nBureau\n01/02/2008\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nAtrius Health\n2 Essex Center Drive,\nPeabody, MA, 01960, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nShrewsbury\nTransmission\n727 Hartford Turnpike,\nShrewsbury, MA, 01545, US\n10%\nduring 2015, and provide the required information for each.\nHarvard Vanguard Medical\nAssociates\n2 Essex Center Drive, Peabody, MA, 01960\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nEssex County\nGreenbelt\nAssociation\n82 Eastern Ave, Essex, MA,\n01929, US\nDirector\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nMountainOne\nBank\n93 Main Street, North\nAdams, MA, 01247, US\n15\n2.625\n2028\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n123\nBeaver\nMeadow\nRoad,\nEaston,\nNH,\n03580,\nF, S/C\n$100,001\nor more\n$60,001\nto\n100,000\n15\n3.875\n2021\nCreditor\nChase\nHome\nFinance\nCreditor\nPO BOx\n188166,\nColumbus\n, OH,\n43218\n3166, US\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Barry J LaCroix, certify under the pains and penalties of perjury that:\nSubmitted: 06/27/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 48, "title": "Timothy Merrill M Jones 2015", "search_1": "Statement of Financial Interests for 2015\nJones\nTimothy Merrill M\n(413) 755-2258\ntimothy.jones@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nPresiding\nOfficer\n10/13/2009\n$60,001 to\n100,000\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nPresiding\nOfficer\n10/13/2009\n$60,001 to\n100,000\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\nPresding\nOfficer\n10/13/2009\n$60,001 to\n100,000\nPresiding\nOfficer Counsel II\n08/13/2009\n$60,001 to\n100,000\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\n436 Dwight Street,\nSpringfield, MA, 01103,\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nCity of\nNorthampton\nMain Street,\nNorthampton, MA,\n01060, US\nCity Planner\nServices Provided\nPage 2 of 13\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPage 3 of 13\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nNorthampton\nCooperative\nBank\nKing Street,\nNorthampton, MA, 01060,\n30 year\n4\n2036\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Timothy Merrill M Jones, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 49, "title": "James H Salvie 2015", "search_1": "Statement of Financial Interests for 2015\nSalvie\nJames H\n(617) 679-6888\njames.salvie@trb.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\n$60,001 to\n100,000\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\n$60,001 to\n100,000\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\n$60,001 to\n100,000\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nGeneral\nCounsel\n04/07/2003\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nMassachusetts\nTeachers'\nRetirement System\n(MTRS)\nOne Charles Park,\nCambridge, MA, 02142\n1206, US\nGeneral\nCounsel\n04/07/2003\nGeneral\ncounsel\n04/07/2003\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\n17 Boxboro Road,\nStow, MA, 01775,\nF, S/C\nYes\nMackey, John\n17 Boxboro Rd,\nStow, MA,\n01775, US\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCambridge\nTrust Company\n1825 Massachusetts\navenue, Cambridge, MA,\n02143, US\n20 years\n3.85\n2033\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, James H Salvie, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 50, "title": "Henry M Mukasa 2015", "search_1": "Statement of Financial Interests for 2015\nMukasa\nHenry M\n(617) 854-1161\nhmukasa@masshousing.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nHousing Financing\nAgency\n(MassHousing)\nDirector of\nRental\nManagement\n09/28/2007\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nJanus Fund R\nShs(JDGRX)\nWells Fargo Adv\nFd, Emerging\nGrowth A(WEMAX)\nRiverSource Life\nIns. Company\nMutual of Omaha\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nAnnuity\nMinneapolis\n1751 Ameriprise\nFin. Center,\nMinneapolis, MN,\n55474, US\nAnnuity\nNebraska\n3300 Mutual of\nOmaha Plaza,\nNebraska, NE,\n68175, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nHarborOne\nCredit Union\n1 Credit Union Way,,\nRandolph,, MA, 02368, US\n15 years\n3\n2028\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Henry M Mukasa, certify under the pains and penalties of perjury that:\nSubmitted: 06/21/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 51, "title": "Carol D Hebb 2015", "search_1": "Statement of Financial Interests for 2015\nHebb\nCarol D\nContact Phone Number:\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassDOT/Highway\nDivision\n10 Park Plaza, Boston,\nMA, 02116, US\nConstruction\nEngineer\n01/27/2005 06/30/2015\nConstruction\nEngineer\n01/27/2005\nMassDOT/Highway\nDivision\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nNortheast Animal\nShelter\nHighland Ave, Salem, MA,\n01970, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Carol D Hebb, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 52, "title": "Linda m Medonis 2015", "search_1": "Statement of Financial Interests for 2015\nMedonis\nLinda m\n(617) 788-6636\nlinda.medonis@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nProbate and\nFamily Court\nDepartment,\nAdministrative\nOffice\nDeputy Court\nAdministator\n09/23/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\npowerplay sales\nhome address, marshfield, MA, 02050\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSantander Bank\nplaint street,\nmarshfield, MA, 02050,\n15 year\n2.99\n2030\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Linda m Medonis, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 53, "title": "Neldy Jean-Francois 2015", "search_1": "Statement of Financial Interests for 2015\nJean-Francois\nNeldy\n(617) 727-2108\nneldy.jean-francois@state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDivision of\nProfessional\nLicensure (DPL)\n1000 Washington Street,\nBoston, MA, 02118, US\nExecutive\nDirector,\nAllied Health\n& Certified\nPublic\nAccountancy\nBoards\n03/07/2011 08/09/2015\n$60,001 to\n100,000\nDivision of\nProfessional\nLicensure (DPL)\n1000 Washington Street,\nBoston, MA, 02118, US\nChief of\nStaff\n08/09/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nGreen Tree\nServicing LLC\n345 St. Peter Street,\nSt. Paul, MN, 55102, US\n30 years\n5.75\n2040\nBank of\nAmerica\nP.O. Box 15222,\nWilmington, DE, 19886\n5222, US\n30 years\n7.875\n2037\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Neldy Jean-Francois, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 54, "title": "Renae L Lias 2015", "search_1": "Statement of Financial Interests for 2015\nLias\nRenae L\n(508) 929-8492\nrliasclaffey@worcester.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nWorcester State\nUniversity\n486 Chandler Street,\nWorcester, MA, 01602, US\nAssistant to\nthe President\nfor Campus\nCommunication\ns\n09/23/2013\n$60,001 to\n100,000\nWorcester State\nUniversity\n486 Chandler Street,\nWorcester, MA, 03064, US\nAssistant to\nthe President\nfor Campus\nCommunication\ns\n09/23/2013\n$60,001 to\n100,000\nWorcester State\nUniversity\n486 Chandler Street,\nWorcester, MA, 03064, US\nAssistant to\nthe President\nfor Campus\nCommunication\ns\n09/23/2013\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nCity of Nashua,\nNH\nRiverside Street,\nNashua,, NH, 03060,\nteacher\nMunicipal\nPoudre School\nDistrict, CO\n2407 LaPorte Avenue,\nFort Collins, CO,\n80521, US\nteacher in\nservice\nServices Provided\nPage 2 of 17\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nIzod Corporation\n200 Madison Avenue, New\nYork, NY, 10016, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPage 3 of 17\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 17\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 17\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAT&T Inc.(T)\nF, S/C\nMicrosoft\nCorporation Common\nStock(MSFT)\nF, S/C\nWacho\nF, S/C\nFidelity Blue\nChip Growth\nFund(FBGRX)\nF, S/C\nWells Fargo &\nCompany Common\nStock(WFC)\nF, S/C\nCisco Systems,\nInc. - Common\nStock(CSCO)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nsecurities\nSt. Louis, MO\nOne North\nJefferson, St.\nL, MO, 63103\n2205, US\nPage 9 of 17\nComcast\nCorporation Class A Common\nStock(CMCSA)\nF, S/C\nAlibaba Group\nHolding Limited\nAmerican\nDepositary\nShares each\nrepresenting one\nOrdinary\nshare(BABA)\nF, S/C\nSPDR Select\nSector Fund Consumer\nDiscretionary(XL\nY)\nF, S/C\nSPDR Select\nSector Fund Technology(XLK)\nF, S/C\nSPDR Select\nSector Fund Consumer\nStaples(XLP)\nF, S/C\nElectronic Arts\nInc. - Common\nStock(EA)\nF, S/C\nCitigroup, Inc.\nCommon Stock(C)\nF, S/C\nMerck & Company,\nInc. Common\nStock (new)(MRK)\nF, S/C\nPage 10 of 17\nActivision\nBlizzard, Inc Common\nStock(ATVI)\nF, S/C\nSimulations\nPlus, Inc. Common\nStock(SLP)\nF, S/C\nExxon Mobil\nCorporation\nCommon\nStock(XOM)\nF, S/C\nStatoil ASA(STO)\nF, S/C\nFacebook, Inc. Class A Common\nStock(FB)\nF, S/C\nChina Agritech\nF, S/C\nCommon Stock\nBeijing, China\nChaoyang\nDistrict,\nBeijing, 10\n0024, Hangzhou,\nChina\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 17\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nWells Fargo &\nCompany New\nDepository Share\nRepresenting\n1/1000th Perp.\nPreferred Class A\nSeries T(WFC$T)\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase Bank\n270 Park Ave., New York,\nNY, 10017, US\n30\n4.75\n2040\nPage 12 of 17\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 13 of 17\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 14 of 17\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 15 of 17\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Renae L Lias, certify under the pains and penalties of perjury that:\nSubmitted: 08/02/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 55, "title": "Jane Lei Wang 2015", "search_1": "Statement of Financial Interests for 2015\nWang\nJane Lei\n(857) 204-1806\njane.wang@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDivision of\nCapital Asset\nManagement and\nMaintenance\n(DCAMM)\nDirector of\nState Office\nPlanning\n10/01/2012\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nJohns Hopkins Applied\nPhysics Lab\n11100 Johns Hopkins Road,\nLaurel, MD, 20723, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nfacility management\n1 Ashburton Pl, Boston, MA,\n02108\n$60,001 to 100,000\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nFidelity\nF, S/C\nMutual Fund\nWorldwide\nSummer Street,\nBoston, MA,\n02210, US\nVanguard\nF, S/C\nMutual Fund\nWorldwide\nVanguard Blvd,\nMalvern, PA,\n19355, US\nT Rowe Price\nF, S/C\nMutual Fund\nWorldwide\nPainters Mill\nRd, Owings\nMills, MD,\n21117, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nWells Fargo\nP.O. Box 10335, Des\nMoines, IA, 50306, US\n15 yr\n3.125\n2027\nbank of\namerica\nElm Street, Andover, MA,\n01810, US\nvariable\n3\n2029\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30\n3\n2045\nCreditor\nPentagon\nFederal\nCredit\nUnion\nCreditor\nEisenhow\ner\nAvenue,\nAlexandr\nia, VA,\n22314,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Jane Lei Wang, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 56, "title": "Susan K. Maggioni 2015", "search_1": "Statement of Financial Interests for 2015\nMaggioni\nSusan K.\n(781) 239-2461\nsmaggioni@massbay.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMass Bay\nCommunity College\n50 Oakland Street,\nWellesley, MA, 02481, US\nDean of\nBusiness and\nProfessional\nStudies\n06/01/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nUber\n\u00fe\nNot Available, Not\nAvailable, MA, 00000, US\nIndependent Contractor\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nKinz Family Limited\nPartnership\n54 Colburn Rd., Wellesley,\nMA, 02481, US\n33%\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n119 Herbert\nStreet,\nFramingham, MA,\n01701, US\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nDedham Savings\nBank\nElm Street, Dedham, MA,\n02026, US\n30\n3\n2033\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Susan K. Maggioni, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 57, "title": "Judith F Judson 2015", "search_1": "Statement of Financial Interests for 2015\nJudson\nJudith F\n(617) 626-7351\njudith.judson@state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnergy Resources\n(DOER)\n100 Cambridge Street,\nSuite 1020, Boston, MA,\n02114, US\nCommissioner\n04/30/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nCustomized\nEnergy\nSolutions\n1528 Walnut Street,\n22nd Floor,\nPhiladelphia, PA,\n19102, US\nEmployee\n$60,001 to\n100,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nJP Morgan\nChase Bank,\nN.A.\nPO BOX 9001871,\nLouisville, KY, 40290,\n30\n3.5\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Judith F Judson, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 58, "title": "Timothy S Buckley 2015", "search_1": "Statement of Financial Interests for 2015\nBuckley\nTimothy S\n(617) 725-4025\nTimothy.Buckley@state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nOffice of\nGovernor of the\nCommonwealth\nState House, Room 265,\nBoston, MA, 02133, US\nCommunication\ns Director\n01/08/2014 03/01/2016\nOffice of\nGovernor of the\nCommonwealth\nState House, Room 360,\nBoston, MA, 02133, US\nSenior\nAdvisor\n03/01/2016\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 16\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 16\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 16\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAmerican Funds Capital World\nGrowth & Income\nFund Class R-4\nShares(RWIEX)\nAmerican Funds\nNew World Fund\nA(NEWFX)\nAmerican Funds\nSMALLCAP World\nA(SMCWX)\nAmerican Funds\nEuroPacific\nGrowth A(AEPGX)\nAmerican Funds\nFundamental\nInvestors Class R2E(RFEBX)\nHIMCO VIT\nAmerican Funds\nGrowth\nFund(HVIHX)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 16\nPrudential\nJennison Mid Cap\nGrowth Fd, Inc.\nCl Q(PJGQX)\nPrudential\nJennison Small\nCompany Fund\nClass A(PGOAX)\nSentinel Mid Cap\nFd Cl C(SMGCX)\nVanguard REIT\nETF - DNQ(VNQ)\nAmerican Funds\nNew World Fund\nA(NEWFX)\nAmerican Funds\nSMALLCAP World\nA(SMCWX)\nAmerican Funds\nEuroPacific\nGrowth A(AEPGX)\nAmerican Funds\nFundamental\nInvestors Class R2E(RFEBX)\nPage 10 of 16\nHIMCO VIT\nAmerican Funds\nGrowth\nFund(HVIHX)\nAmerican Funds\nEuroPacific\nGrowth A(AEPGX)\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 16\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 12 of 16\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 13 of 16\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 14 of 16\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Timothy S Buckley, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 59, "title": "Maureen O'Shea 2015", "search_1": "Statement of Financial Interests for 2015\nO'Shea\nMaureen\n(508) 362-2131\nExt : 4574\nmoshea@capecod.edu\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nCape Cod\nCommunity College\n2240 Iyannough Rd., West\nBarnstable, MA, 02668, US\nDirector of\nInstitutional\nResearch &\nPlanning\n03/04/2013\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 16\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nPioneer Valley Transit\nAuthority\n2808 Main St., NOVALUE,\nSpringfield, MA, 01107, US\nEmployee\nBeth Israel Deaconess\nMedical Center\nSherman 246, 330 Brookline\nAve, Boston, MA, 02215, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 16\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nAssociation to\nPreserve Cape Cod\n482 Main St., Dennis, MA,\n02638, US\nTrustee\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 16\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nT. Rowe Price\nCapital\nAppreciation\nFUnd\nMutual Fund\nMD\n100 East Pratt\nStreet,\nBaltimore, MD,\n21202, US\nFidelity\nContrafund Fund\nMutual Fund\nMA\n200 Seaport Blv,\nBoston, MA,\n02210, US\nFidelity Low\nPrice Stock Fund\nMutual Fund\nMA\n200 Seaport\nBlvd, Boston,\nMA, 02210, US\nFidelity\nFloating Rate\nHigh Income Fund\nMutual Fund\nMA\n200 Seaport Blvd\n, Boston,, MA,\n02210, US\nOakmark Fund Cl\nI(OAKMX)\nVanguard Equity\nIncome Pt(VEIPX)\nPage 9 of 16\nVanguard Health\nCare ETF DNQ(VHT)\nAmerican Funds\nNew Perspective\nCl F2\nPIMCO Total\nReturn Fd IV\nA(PTUZX)\nAmerican Funds\nNew World Fund\nCl F-1Shs(NWFFX)\nRoyce PA Mutual\nFund Investment\nCl\nVanguard\nInflation\nProtected\nSecurities\nFund(VIPSX)\nProctor and\nGamble\nMutual Fund\nCA\n333 South Hope\nStreet, Los\nAngeles, MA,\n90071, US\nMutual Fund\nNY\n745 Fifth\nAvenue, New\nYork, NY, 10151,\nCommon Stock\nOH\n1 P&G Plaza,\nCincinnati, OH,\n45202, US\nPage 10 of 16\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 16\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nWells Fargo\n420 Montgomery St., San\nFrancisco, CA, 94104, US\n30 year\n3.5\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 12 of 16\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 13 of 16\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 14 of 16\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Maureen O'Shea, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 60, "title": "Mildred Garcia Serrano 2015", "search_1": "Statement of Financial Interests for 2015\nGarcia Serrano\nMildred\n(508) 946-2727\nMillie.Garcia-Serrano@massmail.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\n20 Riverside Drive,\nLakeville, MA, 02347, US\nRegional\nDirector\n07/01/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSt. Anne's\nCredit Union\n286 Oliver Street, Fall\nRiver, MA, 02724, US\n28 years\n4.125\n2044\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$10,00\n1 to\n20,000\n$10,001 to\n20,000\n9.99\n06/30/2019\nNone\nDiscover\nLoans\nP.O.Box\n30943, Salt\nLake City,\nUT, 84130\n0943, US\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Mildred Garcia Serrano, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 61, "title": "Fred J Peterson 2015", "search_1": "Statement of Financial Interests for 2015\nPeterson\nFred J\n(617) 954-2459\nfpeterson@signatureboston.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 15\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nConvention Center\nAuthority (MCCA)\n415 summer street,\nBoston, MA, 02210, US\ndirector of\nfacilities\noperations\n01/01/2015 06/30/2015\nMassachusetts\nConvention Center\nAuthority (MCCA)\n415 summer street,\nBoston, MA, 02210, US\nInterim\nExecutive\nDirector\n07/01/2015 12/31/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nBoston Public\nSchools\n2300 Washington\nStreet, Roxbury, MA,\n02119, US\nclinical care\ncoordinator\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 15\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nBeachbody\n\u00fe\n3301 Exposition Blvd. 3rd\nFloor, Santa Monica, CA,\n90404, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 15\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nPage 4 of 15\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n9 St. William\nStreet,\nDorchester, MA,\n02125, US\n45 Middle Street,\nSouth Boston, MA,\n02127, US\n123 H Street,\nSouth Boston, MA,\n02127, US\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 5 of 15\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 6 of 15\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 7 of 15\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 8 of 15\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nBank of America\nCorporation\nCommon\nStock(BAC)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 9 of 15\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nJPMorgan Chase\nBank, N.A.\nPO Box 182613, Columbus,\nOH, 43218, US\n30 years\n3.875\n2041\nPage 10 of 15\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nCreditor\nCreditor\n45\nMiddle\nStreet,\nSouth\nBoston,\nMA,\n02127,\n$100,001\nor more\n$100,001\nor more\n30 years\n5\n2044\nquicken\nloans\n1050\nWoodward\nAvenue,\nDetroit,\nMI,\n48226,\n9 St.\nWilliam\nStreet,\nDorchest\ner, MA,\n02125,\n$100,001\nor more\n$100,001\nor more\n30 years\n4.75\n2041\nEast\nBoston\nSavings\nBank\n350 Main\nStreet,\nMalden,\nMA,\n02148,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n2, Merganser\nLane, Yarmouth,\nMA, 02673, US\n30\n2.75\n2041\nWells Fargo\nPO Box 14411,\nDes Moines,\nIL, 50306\n3411, US\nPage 11 of 15\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 12 of 15\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 13 of 15\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 14 of 15\nI, Fred J Peterson, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 15 of 15", "search_index_fts": 59094, "rank": null}, {"rowid": 62, "title": "Charles S. Borstel 2015", "search_1": "Statement of Financial Interests for 2015\nBorstel\nCharles S.\n(617) 727-0026\ncharles.borstel@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDivision of\nProfessional\nLicensure (DPL)\nDivision of\nProfessional\nLicensure (DPL)\n1000 Washington Street,\nBoston, MA, 02118, US\nDirector\n03/02/2015\nDirector\n03/02/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n100 North Tryon Street,\nCharlotte, NC, 28255, US\n15\n2.75\n2030\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Charles S. Borstel, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 63, "title": "Jim Flanagan 2015", "search_1": "Statement of Financial Interests for 2015\nFlanagan\nJim\n(978) 994-9451\njimdflanagan@gmail.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nVirtual Schools Department of\nElementary and\nSecondary\nEducation (ESE)\n141 Mansion Drive, Suite\n300, East Walpole, MA,\n02032, US\nBoard\nTreasurer\n09/24/2014\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nFlanagan\nEducation\nServices LLC\n863 Webster Street,\nNeedham, MA, 02492 978\n, US\n$60,001 to\n100,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nAmplify\n55 Washington Street, Suite\n900, Brooklyn, NY, 11201\n1071\nFlanagan Education\nServices LLC\n863 Webster Street, Needham,\nMA, 02492, US\n100%\n$60,001 to 100,000\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nFlanagan Education\nServices LLC\n863 Webster Street,\nNeedham, MA, 02492 978 ,\nOfficer\n$60,001 to 100,000\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\nReal Estate Address\nNature of Interest\nF, S/C\nMortgage\nReceivable\nName of Trust\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nFidelity Advisor\nAsset Manager\n20% Class\nA(FTAWX)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSantander Bank\n965 Great Plain Avenue,\nNeedham, MA, 02492, US\n30 year\n3.0\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Jim Flanagan, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 64, "title": "Alix M. Quan 2015", "search_1": "Statement of Financial Interests for 2015\nQuan\nAlix M.\n(617) 727-2403\nalix.quan@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nState Library of\nMassachusetts\nAssistant\nDirector/Head\nof Reference\n02/20/2006\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nInteractive Tactical\nGroup\n\u00fe\n55 Wallace Street,\nSomerville, MA, 02144, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\n1. Interactive Tactical Group; 2.\nMichael Quan Pho\n55 Wallace Street, Somerville, MA, 02144\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nInteractive Tactical Group\n55 Wallace Street, Somerville,\nMA, 02144, US\nOfficer\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nRand Road, Buckland, MA,\n01370, US\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nIntel\nCorporation Common\nStock(INTC)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nApple Inc. Common Stock(AAPL)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n360 months\n3.75\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Alix M. Quan, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 65, "title": "Kevin R Connelly 2015", "search_1": "Statement of Financial Interests for 2015\nConnelly\nKevin R\n(508) 897-5400\nExt : 5454\nkevin.connelly@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSuffolk Probate\nand Family Court\nJustice\n06/24/2013\nSuffolk Probate\nand Family Court\nAssoc Justice\n06/24/2013\nSuffolk Probate\nand Family Court\nAssoc Justice\n06/24/2013\nAssociate\nJustice\n06/24/2013\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\n2 Center Plaza, Boston,\nMA, 02108, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPage 2 of 13\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nSacred Heart School\nRt 80, Kingston, MA, 02364\nPage 3 of 13\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSeterus/Bank\nof America\n30 year/30 year\n5.375\n2032\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Kevin R Connelly, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 66, "title": "Nate Little 2015", "search_1": "Statement of Financial Interests for 2015\nLittle\nNate\n(617) 954-2309\nNLittle@signatureboston.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nConvention Center\nAuthority (MCCA)\n415 Summer St, Boston MA,\nMA, 02210 3433, US\nDirector of\nCommunication\ns and\nExternal\nRelations\n03/23/2016\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nBabson\nCollege\n231 Forest St,\nWellesley, MA, 02457,\nManager\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 16\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nAbby Kelley Foster\nPublic Charter School\n10 New Bond St, Worcester ,\nMA, 01606, US\nManager\nAbby Kelley Foster\nPublic Charter School\n10 New Bond St, Worcester ,\nMA, 01606, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 16\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 16\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nSPDR Barclays\n1-3 Month T-Bill\nETF(BIL)\nCentral Fund of\nCanada Limited\nCommon\nStock(CEF)\nComcast\nCorporation Class A Common\nStock(CMCSA)\nGeneral Electric\nCompany Common\nStock(GE)\nPepsico, Inc.\nCommon\nStock(PEP)\nPhilip Morris\nInternational\nInc Common\nStock(PM)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 16\nSprott Physical\nSilver Trust\nETV(PSLV)\nStatoil ASA(STO)\nTextainer Group\nHoldings Limited\nCommon\nShares(TGH)\nTOTAL SA\nCommon Stock\nFrance\nTout Total,\nCourbevoie,\nFrance\nVANECK VECTORS\nETF TR GOLD\nMINERS ETF\nETF\nNY\n666 Third Ave,\nNew York, MA,\n10017, US\nSprott Physical\nGold Trust\nETV(PHYS)\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 10 of 16\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPPG Mortgage\n30 Y\n3.625\n2039\nPage 11 of 16\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 12 of 16\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 13 of 16\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 14 of 16\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Nate J Little, certify under the pains and penalties of perjury that:\nSubmitted: 06/17/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 67, "title": "Cynthia Mark 2015", "search_1": "Statement of Financial Interests for 2015\nMark\nCynthia\n(617) 963-2626\nCynthia.Mark@MassMail.State.MA.US\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nOffice of the\nAttorney General\n(AGO)\nOne Ashburton Place,\nBoston, MA, 02108, US\nAAG\n10/13/2015\n$20,001 to\n40,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nFederal\nUS Environmental\nProtection Agency\n5 Post Office Sq Ste\n100, Boston, MA,\n02109, US\nAttorney\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nGreater\nBoston Legal\nServices\n197 Friend Street,\nBoston, MA, 02114, US\nManager\n$60,001 to\n100,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nJPMorgan Chase\nBank\nPO Box 182613, Columbus,\nOH, 43218, US\n15 year\n4\n2017\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Cynthia Mark, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 68, "title": "Geraldine S. Hines 2015", "search_1": "Statement of Financial Interests for 2015\nHines\nGeraldine S.\n(617) 557-1040\ngeraldine.hines@sjc.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 15\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSuperior Court,\nAdministrative\nOffice\nJudge\n05/15/2001\nMassachusetts\nAppeals Court\nAssociate\nJustice\n03/20/2013\nMassachusetts\nAppeals Court\nAssociate\nJustice\n03/20/2013\nMassachusetts\nSupreme Judicial\nCourt (SJC)\nAssociate\nJustice\n07/31/2001\nAssociate\nJustice\n07/31/2014\nMassachusetts\nSupreme Judicial\nCourt (SJC)\nOne Pemberton Square,\nBoston, MA, 02108, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPage 2 of 15\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPage 3 of 15\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 15\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 15\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 15\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 15\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 15\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nFidelity Money\nMarket\nFund(SPRXX)\nCapital One\nFidelity Blue\nChip\nValue(FBCVX)\nFidelity Cash\nReserves(FDRXX)\nFidelity\nLow-Priced Stock\nFund(FLPSX)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nCommon Stock\nVA\n1680 Capital One\nDrive, McLean,\nVA, 22102, US\nPage 9 of 15\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 10 of 15\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n100 North Tryon,\nCharlotte, NC, 28255, US\n20\n5.5\n2025\nBank of\nAmerica\n100 North Tryon,\nCharlotte, NC, 28255, US\n5 years\n4.5\n2017\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 11 of 15\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 12 of 15\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 13 of 15\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 14 of 15\nI, Geraldine S. Hines, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 15 of 15", "search_index_fts": 59094, "rank": null}, {"rowid": 69, "title": "Michael A Baldino 2015", "search_1": "Statement of Financial Interests for 2015\nBaldino\nMichael A\n(508) 870-0312\nExt : 222\nbaldino@masstech.org\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nTechnology\nCollaborative\nDirector of\nBoard\nRelations &\nAssociate\nGeneral\nCounsel\n11/27/1995\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nShrewsbury Youth and\nFamily Services\n240 Maple Avenue,\nShrewsbury, MA, 01545, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nJanus Balanced\nFund T\nShares(JABAX)\nJanus Global\nResearch Fund T\nShares(JAWWX)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nTD Bank\nTwo Portland Square,\nP.O. Box 9540, Portland,\nME, 04112, US\n15\n3.25\n2025\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Michael A Baldino, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 70, "title": "Karl Tibor Toth 2015", "search_1": "Statement of Financial Interests for 2015\nToth\nKarl Tibor\n(617) 315-9345\nttoth@masscec.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nClean Energy\nTechnology Center\n(MassCEC)\n63 Franklin Street, 3rd\nFloor, Boston, MA, 02110,\nManaging\nDirector of\nInvestments\n10/07/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nBrandeis\nUniversity\n415 South Street,\nWaltham, MA, 02453, US\nEmployee\n$5,001 to 10,000\nSignet\nEducation\n\u00fe\n1132 Massachusetts\nAvenue, Cambridge, MA,\n02138, US\nIndependent Contractor\n$5,001 to 10,000\nPage 2 of 16\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nFramingham History\nCenter\n3 Oak Street, Framingham,\nMA, 01701, US\nEmployee\nSoftware Garden\nPO Box 610369, Newton\nHighlands, MA, 02461, US\nEmployee\nMetrowest YMCA\n280 Old Connecticut Path,\nFramingham, MA, 01701, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPage 3 of 16\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\n34 Deloss Street,\nFramingham, MA, 01702, US\nDirector\n71 Summer Street, 4th\nFloor, Boston, MA, 02110,\nDirector\n28 Dane Street,\nSomerville, MA, 02143, US\nDirector\nEnergySage Inc.\n120 Water Street, Suite\n400, Boston, MA, 02109, US\nDirector\n7AC Technologies,\nInc.\n100 Cummings Center, Suite\n265G, Beverly, MA, 01915,\nDirector\nFramingham Civic\nLeague, Inc.\nEkotrope, Inc.\nCoolChip\nTechnologies, Inc.\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nPage 4 of 16\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\nPage 5 of 16\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\nPage 6 of 16\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 7 of 16\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nAscent Venture\nManagement III\nLimited Partnership\nInterest\nMassachusetts\n255 State\nStreet, Boston,\nMA, 02109, US\nAscent Venture\nManagement IV\nLimited Partnership\nInterest\nMassachusetts\n255 State\nStreet, Boston,\nMA, 02109, US\nMezzco III LLC\nLimited Partnership\nInterest\nMassachusetts\n1500 Main\nStreet,\nSpringfield, MA,\n01115, US\nFidelity Small\nCap Discovery\nFund(FSCRX)\nF, S/C\nFidelity Value\nStrategies\nFund(FSLSX)\nF, S/C\nAMG Yacktman\nFocused Fund\nService\nClass(YAFFX)\nF, S/C\nPage 9 of 16\nFidelity Capital\nand Income\nFund(FAGIX)\nF, S/C\nCalvert Green\nBond Fund Class\nA(CGAFX)\nF, S/C\nWestern Asset\nMassachusetts\nMunicipals Fund\nClass A(SLMMX)\nF, S/C\niShares Core S&P\nTotal U.S. Stock\nMarket ETF(ITOT)\nF, S/C\nSPDR MSCI ACWI\nLow Carbon\nTarget ETF(LOWC)\nF, S/C\nEssent Group\nLtd. Common\nShares(ESNT)\nF, S/C\nFitbit, Inc.\nClass A Common\nStock(FIT)\nF, S/C\nSupernus\nPharmaceuticals,\nInc. - Common\nStock(SUPN)\nF, S/C\nPage 10 of 16\nTarena\nInternational,\nInc. - American\nDepositary\nShares(TEDU)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 16\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nMarlborough\nSavings Bank\n71 Boston Post Road,\nMarlborough, MA, 01752,\n30\n4\n2045\nMassMutual\nFederal Credit\nUnion\n1295 State Street,\nSpringfield, MA, 01111,\n20\n3.25\n2035\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 12 of 16\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 13 of 16\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 14 of 16\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Karl Tibor Toth, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 71, "title": "Stephen E. Vickery 2015", "search_1": "Statement of Financial Interests for 2015\nVickery\nStephen E.\n(617) 854-1134\nsvickery@masshousing.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nHousing Financing\nAgency\n(MassHousing)\nOne Beacon Street,\nBoston, MA, 02108, US\nComptroller\n07/21/2014\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nThe Community Group\n190 Hampshire Street,\nLawrence, MA, 01840, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\nName of Trust\nReal Estate Address\nBeneficiary\nThe\nStephen E.\nVickery\n2008 Trust\nF, S/C\nTransferor\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\nName of Trust\nReal Estate Address\n236 Lawrence Street,\nHaverhill, MA, 01830, US\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nVacation\nInternationale,\nInc.\nF, S/C\nWashington\nP.O. Box 1908,\nBellevue, WA,\n98009, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nMcDonald's\nCorporation Common\nStock(MCD)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nBeneficiary\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nFidelity VIP\nFundsManager 70\nF, S/C\nAnnuity\nMassachusetts\n155 Congress\nStreet,\nBoston, MA,\n02110, US\nThe Stephen\nE. Vickery\n2008 Trust\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nDitech\nPO Box 6172, Rapid City,\nSD, 57709 6172, US\n8 years 10 months\n3\n2024\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n236 Lawrence\nStreet,\nHaverhill, MA,\n01830, US\n2 years 9\nmonths\n4.5\n2018\nHaverhill\nBank\n180 Merrimack\nStreet,\nHaverhill,\nMA, 01830, US\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Stephen E Vickery, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 72, "title": "Debra M. Lambert 2015", "search_1": "Statement of Financial Interests for 2015\nLambert\nDebra M.\n(617) 624-5252\ndebra.lambert@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nPublic Health\n(DPH)\n250 Washington St,\nBoston, MA, 02108, US\nDeputy Budget\nDirector\n09/22/2014 06/30/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nOSD\n1 Ashburton Pl.,\nBoston, MA, 02108,\nAssistant\nSecretary for\nOperational\nServices\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 17\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 17\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\n10 Fairway Dr,\nTewksbury, MA,\n01876, US\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 17\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 17\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAcadia\nHealthcare\nCompany, Inc. Common\nStock(ACHC)\nF, S/C\nAkorn, Inc. Common\nStock(AKRX)\nF, S/C\nBank of America\nCorporation\nClass A Warrant\nexpiring January\n16, 2019(BAC.A)\nF, S/C\nBoston\nScientific\nCorporation\nCommon\nStock(BSX)\nF, S/C\nCGI Group, Inc.\nCommon\nStock(GIB)\nF, S/C\nCardiome Pharma\nCorporation Ordinary Shares\n(Canada)(CRME)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 17\nCorning\nIncorporated\nCommon\nStock(GLW)\nF, S/C\nFreeport-McMoRan\n, Inc. Common\nStock(FCX)\nF, S/C\nGeneral Motors\nCompany Common\nStock(GM)\nF, S/C\nIgnyta, Inc. Common\nStock(RXDX)\nF, S/C\nIntersect ENT,\nInc. - Common\nStock(XENT)\nF, S/C\nMerck & Company,\nInc. Common\nStock (new)(MRK)\nF, S/C\nModel N, Inc.\nCommon\nStock(MODN)\nF, S/C\nMylan N.V. Common\nStock(MYL)\nF, S/C\nPage 10 of 17\nPfizer, Inc.\nCommon\nStock(PFE)\nF, S/C\nStarz - Series A\nCommon\nStock(STRZA)\nF, S/C\nTeva\nPharmaceutical\nIndustries\nLimited American\nDepositary\nShares(TEVA)\nF, S/C\nWright Medical\nGroup N.V. Ordinary\nShares(WMGI)\nF, S/C\nZogenix, Inc. Common\nStock(ZGNX)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 17\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSantander\n601 Penn St., Reading,\nPA, 19601, US\nhome equity\n2.49\n2020\nPage 12 of 17\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n10\nFariway\nDr,\nTewksbur\ny, MA,\n01876,\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30\n4.75\n2041\nCreditor\nSantande\nr Bank\nCreditor\n601 Penn\nSt,\nReading,\nPA,\n19601,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$20,00\n1 to\n40,000\n$20,001 to\n40,000\n0\n08/14/2019\nVehicle\nToyota\nPO Box 5855,\nCarol Stream,\nIL, 60197, US\nPage 13 of 17\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nInterest Rate(%)\nDate RayPayment Due\nLoan Collateral\n0\n08/14/2019\nvehicle\nToyota\nFinancial\nPO Box 5855, Carol\nStream, IL, 60197, US\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\nPage 14 of 17\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\nPage 15 of 17\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Debra M. Lambert, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 73, "title": "Mark Newman 2015", "search_1": "Statement of Financial Interests for 2015\nNewman\nMark\n(978) 725-4900\nExt : 239\nmark.newman@jud.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nEssex County\nJuvenile Court\nassociate\njustice\n11/15/2002\nEssex County\nJuvenile Court\nassociate\njustice\n11/15/2002\nEssex County\nJuvenile Court\nassociate\njustice\n11/15/2002\nEssex County\nJuvenile Court\nassociate\njustice\n11/15/2002\nfirst justice\nessex county\njuvenile\ncourt\n11/15/2002\nEssex County\nJuvenile Court\n2 Appleton Street,\nLawrence, MA, 01840, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPage 2 of 13\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPage 3 of 13\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nprovident\nmortgage\nP.O. Box 594, Santa\nRosa, CA, 95402 5914, US\n15 years\n3.5\n2026\nsantander bank\n450 Penn Street,\nReading, PA, 19602, US\n30\n4.1\n2022\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Mark Newman, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 74, "title": "Alice E Casey 2015", "search_1": "Statement of Financial Interests for 2015\nCasey\nAlice E\n(781) 897-8909\nalice.casey@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMiddle District\nAttorney's Office\nMiddle District\nAttorney's Office\n15 Commonwealth Ave,\nWoburn, MA, 01801, US\nDirector,\nDistrct\nCourts\n07/12/2014\n$60,001 to\n100,000\nDirector\nDistrict\nCourts\n07/12/2014\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nmiddlesex\nCommunity College\n591 Springs Road,\nBedford, MA, 01730,\nAttorney\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nUS Bank Home\nMortgage\nPO Box 21948, Eagan, MN,\n55121, US\n24 years\n3.875\n2039\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Alice E Casey, certify under the pains and penalties of perjury that:\nSubmitted: 06/21/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 75, "title": "Donald E. Pierson 2015", "search_1": "Statement of Financial Interests for 2015\nPierson\nDonald E.\n(978) 934-2984\ndonald_pierson@uml.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nVice Provost\nfor Graduate\nEducation\n07/01/2008\nProvost\n06/01/2015\nUniversity of\nMassachusetts\nLowell (UMASS)\nVice Provost\nfor Graduate\nEducation\n07/01/2008\nUniversity of\nMassachusetts\nLowell (UMASS)\nVice Provost\nfor Graduate\nEducation\n07/01/2008\nUniversity of\nMassachusetts\nLowell (UMASS)\nUniversity of\nMassachusetts\nLowell (UMASS)\n1 University Ave, Lowell,\nMA, 01854, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nFidelity Freedom\nFund(FFFAX)\nVanguard U.S.\nGrowth\nFund(VWUSX)\ndelaware life\ninsurance co\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nAnnuity\nKS\np.o. box\n758581, topeka,\nKS, 66675, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nVanguard\nIntermediate-Term\nInvestment Grade\nFund Investor\nShrs(VFICX)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCENLAR\np.o. box 77404, ewing,\nNJ, 08628, US\n30 years\n3.5\n2042\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Donald E Pierson, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 76, "title": "Jonathan Landman 2015", "search_1": "Statement of Financial Interests for 2015\nLandman\nJonathan\nContact Phone Number:\njlandman@bostonpublicschools.org\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nElementary and\nSecondary\nEducation (ESE)\n75 Pleasant Street,\nMalden, MA, 02148, US\nAssistant\nCommissioner\nfor Teaching\nand\nLearning/Admi\nnistrator X\n10/30/2012 06/30/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 17\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nBeth Israel Deaconess\nHospital\n330 Brookline Avenue,\nBoston, MA, 02215, US\nEmployee\nYMCA Camp Chickami\n139 Boston Post Rd, ,\nWayland, MA, 01778, US\nEmployee\nJoan Balaban, LICSW\n\u00fe\n275 Turnpike Street, Canton,\nMA, 02021, US\nIndependent Contractor\nClaremont McKenna\nCollege\n888 Columbia Ave, Claremont,\nCA, 91711, US\nEmployee\nLatin American\nEducation Foundation\n561 Santa Fe Drive, Denver,\nCO, 80204, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nJoan Balaban, LICSW\n275 Turnpike Street, Canton, MA, 02021, US\nPage 3 of 17\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 17\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nMassachusettts ST HSG\nFIN AGY HSG SER. D\nF, S/C\nBond\nMassachusetts ST\nWater Pollution\nAbatement ST 16B RF\nOID\nF, S/C\nBond\nMassachusetts ST DEV\nFIN AGY SPL OBLIG SER\nA OID\nF, S/C\nBond\nMassachusetts ST HSG\nFIN AGY HSG SER ARF\nF, S/C\nBond\nMassachusettts ST HSG\nFIN AGY HSG Rental\nDev FHA\nF, S/C\nBond\nPage 7 of 17\nMassachusettts ST HSG\nFIN AGY HSG SER A RF\nCLD\nF, S/C\nBond\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nEverest Re\nGroup, Ltd.\nCommon Stock(RE)\nF, S/C\nAB Global Bond\nFund, Inc. Class C(ANACX)\nF, S/C\nAlphabet Inc. Class A Common\nStock(GOOGL)\nF, S/C\nAlphabet Inc. Class C Capital\nStock(GOOG)\nF, S/C\nBerkshire\nHathaway Inc.\nNew Common\nStock(BRK.B)\nF, S/C\nCostco Wholesale\nCorporation Common\nStock(COST)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 17\nFranklin\nCustodian Funds\nInc. US\nGovernment\nSecurities\nSeries Cl\nC(FRUGX)\nF, S/C\nHoneywell\nInternational\nInc. Common\nStock(HON)\nF, S/C\nVanguard\nIntermediate\nTerm Tax-Exempt\nFund(VWITX)\nF, S/C\nVanguard Total\nInternational\nStock ETF(VXUS)\nF, S/C\nAnnaly Capital\nManagement Inc\nCommon\nStock(NLY)\nF, S/C\nApple Inc. Common\nStock(AAPL)\nF, S/C\nChimera\nInvestment\nCorporation\nCommon\nStock(CIM)\nF, S/C\nAmerican Mutual\nFund, Class C\nShares(AMFCX)\nF, S/C\nPage 10 of 17\nPutnam Multi-Cap\nGrowth Fund\nClass A(PNOPX)\nF, S/C\nAnadarko\nPetroleum\nCorporation\nCommon\nStock(APC)\nF, S/C\nBlackRock S&P\n500 Stock Fund\nInvestor A\nShares(BSPAX)\nF, S/C\nFiserv, Inc. Common\nStock(FISV)\nF, S/C\nInvesco American\nFranchise Fund\nClass C(VAFCX)\nF, S/C\niShares Russell\n2000 ETF(IWM)\nF, S/C\nPowerShares QQQ\nTrust, Series\n1(QQQ)\nF, S/C\nSysco\nCorporation\nCommon\nStock(SYY)\nF, S/C\nPage 11 of 17\nWhole Foods\nMarket, Inc. Common\nStock(WFM)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 12 of 17\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nColonial\nSavings\nP.O. 2988, Fort Worth,\nTX, 76113, US\n15 year\n2.99\n2028\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 13 of 17\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 14 of 17\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 15 of 17\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Jonathan Landman, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 77, "title": "Cecely A. Reardon 2015", "search_1": "Statement of Financial Interests for 2015\nReardon\nCecely A.\n(617) 960-3330\ncecely.a.reardon@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 16\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nYouth Services\n(DYS)\nDepartment of\nYouth Services\n(DYS)\n600 Washington Street,\n4th Floor, Boston, MA,\n02111, US\nGeneral\nCounsel\n02/18/2014\nGeneral\nCounsel\n02/16/2014\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 16\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nRobert J. Barker,\nEsquire\n\u00fe\n675 Massachusetts Avenue,\n9th flr, Cambridge, MA,\n02139, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nSpouse's Name, Esquire\n675 Massachusetts Avenue, Suite 900, Cambridge,\nMA, 02139\nRobert J. Barker Esq.\n675 Massachusettes Avenue, 9th flr, Cambridge, MA,\n02139, US\nPage 3 of 16\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 16\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 16\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 16\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 16\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 16\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAlphabet Inc. Class A Common\nStock(GOOGL)\nAmazon.com, Inc.\n- Common\nStock(AMZN)\nApple Inc. Common\nStock(AAPL)\nCDN Pacific RY\nLtd New\nEnterprise\nProducts\nPartners L.P.\nCommon\nStock(EPD)\nExpedia, Inc. Common\nStock(EXPE)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nCommon Stock\nCalgary\n7550 Ogden Dale\nRd SE, Calgary,\nAB T2C 4X9\nCanada\nPage 9 of 16\nFacebook, Inc. Class A Common\nStock(FB)\nGilead Sciences,\nInc. - Common\nStock(GILD)\nHome Depot, Inc.\n(The) Common\nStock(HD)\nHoneywell\nInternational\nInc. Common\nStock(HON)\nJP Morgan Chase\n& Co. Common\nStock(JPM)\nMobileye N.V.\nOrdinary\nShares(MBLY)\nNovartis AG\nCommon\nStock(NVS)\nNovo Nordisk A/S\nCommon\nStock(NVO)\nPage 10 of 16\nPalo Alto\nNetworks, Inc.\nCommon\nStock(PANW)\nVisa Inc.(V)\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 16\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 12 of 16\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 13 of 16\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\nPage 14 of 16\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 15 of 16\nI, Cecely A. Reardon, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 16 of 16", "search_index_fts": 59094, "rank": null}, {"rowid": 78, "title": "Thomas E Bessette 2015", "search_1": "Statement of Financial Interests for 2015\nBessette\nThomas E\nContact Phone Number:\nContact Email :\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nPublic Utilities\n(DPU)\nDepartment of\nPublic Utilities\n(DPU)\nOne South Station,\nBoston, MA, 02124, US\nActing\nDirector,\nDRFA\n11/08/2013\n$60,001 to\n100,000\nDirector of\nRegional and\nFederal\nAffairs\n11/08/2013 04/17/2016\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$20,00\n1 to\n40,000\n$10,001 to\n20,000\n3\n06/10/2018\ncar lease for\nthree years\nHonda\nFinance\nCorporation\nCommonwealth\nAve, Boston,\nMA, 02199, US\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Thomas E Bessette, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 79, "title": "Lorretta Holloway 2015", "search_1": "Statement of Financial Interests for 2015\nHolloway\nLorretta\n(508) 626-4979\nlholloway@framingham.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nFramingham State\nUniversity\n100 State St; P.O. Box\n9101, Framingham, MA,\n01701 9101, US\nVice\nPresident of\nEnrollment\nand Student\nDevelopment\n08/01/2015\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nState\nFramingham\nState\nUniversiti\n100 State\nST; P.O.Box\n9101,\nFramingham,\nMA, 01701\n9101, US\nprofessor\n$60,001 to\n100,000\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nDITECH\nP.O. Box 94710,\nPalatine, IL, 60094\n4710, US\n30 year\n4.75\n2044\nTD Bank\nMassachusetts\nP.O. Box 8400, Lewiston,\nME, MA, 04243 8400, US\n20\n4\n2035\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Lorretta Holloway, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 80, "title": "Sheila M Remondi 2015", "search_1": "Statement of Financial Interests for 2015\nRemondi\nSheila M\n(978) 567-3140\nSheila.Remondi@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nFire Services\n(DFS)\n1 State Road, Stow, MA,\n01775, US\nDirector of\nAdministrativ\ne Services\n02/17/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nSpouse's Name\n\u00fe\n59 Susan Lane, Bellingham,\nMA, 02019, US\nIndependent Contractor\nCibo Matto Cafe\n254 Chauncy Street,\nMansfield, MA, 02048, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nSpouse's Name\nHome Address, Home Address, Home Address, MA,\n02019, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\nPO Box 183166, Columbus,\nOH, 43218, US\n30 years\n4.75\n2043\nFlagstar Bank\nBox 371891, Pittsburgh,\nPA, 15250, US\n10\n3.74\n2025\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Sheila M Remondi, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 81, "title": "Jennifer L Mieth 2015", "search_1": "Statement of Financial Interests for 2015\nMieth\nJennifer L\n(978) 567-3189\njennifer.mieth@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 15\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nFire Services\n(DFS)\n1 State Rd, Stow, MA,\n01775, US\nPublic\nInformation\nOfficer\n01/01/1995\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nMunicipal\nTown of\nGroton\n173 Main St,\nGroton, MA,\n01450, US\nBoard of\nRegistrars\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nTown of Groton\nCommission on\nAccessibility\n173 Main St, Groton,\nMA, 01450, US\nmember\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 15\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 15\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 15\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 15\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 15\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nDWS Scudder MA Tax\nFree\nF, S/C\nMutual Fund\nLess than $1,001\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nPage 7 of 15\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 15\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nVanguard Health\nCare Fund\nF, S/C\nMutual Fund\nPA\nPO Box 2600,\nValley Forge,\nPA, 19482 2600,\nFranklin Gold &\nPrecious Metals\nMutual Fund\nFL\n100 Fountain\nParkway, St\nPetersburg, FL,\n33733 8030, US\nHewlett Packard\nInc\nCommon Stock\nMN\nPo Box 64856,\nSt. Paul, MN,\n55164 0856, US\nVanguard Index\n500\nMutual Fund\nPA\nPO Box 2600,\nValley Forge,\nPA, 19482 2600,\nVanguard Small\nCap Index Fund\nF, S/C\nMutual Fund\nPA\nPO Box 2600,\nValley Forge,\nPA, 19482 2600,\nManulife\nCommon Stock\nCanada\nPO Box 43078,\nProvidence, RI,\n02940 3078, US\nPage 9 of 15\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nMetLife, Inc.\nCommon Stock(MET)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 10 of 15\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\nPO Box 182613, Colmbus,\nOH, 43218, US\n30 years\n4.387\n2041\nIC Federal\nCredit Union\n300 Bemis Rd, Fitchburg,\nMA, 01420, US\nn/a\n2.85\n0000\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 11 of 15\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 12 of 15\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 13 of 15\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 14 of 15\nI, Jennifer L Mieth, certify under the pains and penalties of perjury that:\nSubmitted: 06/22/2016\nIdentify all mortgages, including home equity and reverse mortgage loans, on your primary residence, on which more than $1,000 was owed as\nof December 31, [Filing Year], where the creditor (person who loaned you the money) is, NOT a Family Member. \u201cFamily Member\u201d means: by\nblood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative.\nIn 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\nthe 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\nshows up three times on the form. I keep deleting the repeated lines and they keep reappearing. Can you fix that?\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 15 of 15", "search_index_fts": 59094, "rank": null}, {"rowid": 82, "title": "Keith C Long 2015", "search_1": "Statement of Financial Interests for 2015\nLong\nKeith C\n(617) 788-7470\nkeith.long@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 20\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nAdministrative\nOffice of the\nTrial Court\n(AOTC)\nOne Pemberton Square,\nBoston, MA, 02108, US\nJudge\n03/09/2004\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 20\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nRopes & Gray LLP\nPrudential Center, 800\nBoylston Street, Boston, MA,\n02199, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 20\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 20\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nName of Trust\nReal Estate Address\nTransferee Name\nTransferee Address\n52 Wendell\nStreet,\nCambridge, MA,\n02138, US\nF, S/C\nStilt, Kristen\n52 Wendell Street,\nCambridge, MA,\n02138, US\nPage 5 of 20\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 20\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 20\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 20\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAlcoa Inc.\nCommon Stock(AA)\nF, S/C\nAlphabet Inc. Class A Common\nStock(GOOGL)\nF, S/C\nAlphabet Inc. Class C Capital\nStock(GOOG)\nF, S/C\nApple Inc. Common\nStock(AAPL)\nF, S/C\nCSX Corporation\nCommon\nStock(CSX)\nF, S/C\nLockheed Martin\nCorporation\nCommon\nStock(LMT)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 20\nPepsico, Inc.\nCommon\nStock(PEP)\nF, S/C\nNuveen\nMassachusetts\nPremium Income\nMunicipal Fund\nCommon\nStock(NMT)\nF, S/C\nE.I. DuPont de\nNemours\nF, S/C\nCostco Wholesale\nCorporation Common\nStock(COST)\nF, S/C\nFord Motor\nCompany Common\nStock(F)\nF, S/C\nGeneral Electric\nCompany Common\nStock(GE)\nF, S/C\nQUALCOMM\nIncorporated Common\nStock(QCOM)\nF, S/C\nFirst Trust\nSabrient 2016\nSeries R\nF, S/C\nCommon Stock\nDelaware\n974 Centre Road,\nWilmington, DE,\n19805, US\nMutual Fund\nIllinois\n120 E. Liberty\nDrive, Suite\n400, Wheaton,\nIL, 60187, US\nPage 10 of 20\nCisco Systems,\nInc. - Common\nStock(CSCO)\nF, S/C\nWalt Disney\nCompany (The)\nCommon\nStock(DIS)\nF, S/C\nEmerson Electric\nCompany Common\nStock(EMR)\nF, S/C\nFacebook, Inc. Class A Common\nStock(FB)\nF, S/C\nGeneral Mills,\nInc. Common\nStock(GIS)\nF, S/C\nHome Depot, Inc.\n(The) Common\nStock(HD)\nF, S/C\nJP Morgan Chase\n& Co. Common\nStock(JPM)\nF, S/C\nLowes Companies\nInc\nF, S/C\nCommon Stock\nNorth Carolina\n100 Lowe's Blvd,\nMooresville, NC,\n28117, US\nPage 11 of 20\nMcDonald's\nCorporation\nCommon\nStock(MCD)\nF, S/C\nPfizer, Inc.\nCommon\nStock(PFE)\nF, S/C\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nF, S/C\nSchlumberger\nN.V. Common\nStock(SLB)\nF, S/C\nWal-Mart Stores,\nInc. Common\nStock(WMT)\nF, S/C\nYum! Brands,\nInc.(YUM)\nF, S/C\nBlackrock Global\nBlackrock Global\nOpportunities\nEquity Trust\nCommon Shares of\nBeneficial\nInterest(BOE)\nF, S/C\nBlackRock RESS &\nCMMDTS\nF, S/C\nMutual Fund\nNew York\n55 E. 52d\nStreet, New\nYork, NY, 10055,\nPage 12 of 20\nClough Global\nOpportunities\nFund Common\nStock(GLO)\nF, S/C\nEaton Vance Risk\nManaged Div Eq\nInc Fund\nF, S/C\nLiberty All-Star\nEquity Fund\nCommon\nStock(USA)\nF, S/C\nVoya Glbl Eq Div\n& Prem Op\nMutual Fund\nMassachusetts\nTwo\nInternational\nPlace, Boston,\nMA, 02110, US\nF, S/C\nMutual Fund\nNew York\n230 Park Avenue,\nNew York, NY,\n10169, US\nFirst Trust\nDiversified 4Q\n15 Reinvest\nF, S/C\nMutual Fund\nIllinois\n120 E. Liberty\nDrive, Wheaton,\nIL, 60187, US\nFirst Trust\nDorsey Wright 19\nReinvest\nF, S/C\nMutual Fund\nIllinois\n120 E. Liberty\nDrive, Wheaton,\nIL, 60187, US\nFirst Trust\nSabrient 2016\nSer C\nF, S/C\nMutual Fund\nIllinois\n120 E. Liberty\nDrive, Wheaton,\nIL, 60187, US\nFirst Trust\nSabrient Series\n3 Cas\nF, S/C\nMutual Fund\nIllinois\n120 E. Liberty\nDrive, Wheaton,\nIL, 60187, US\nPage 13 of 20\nFirst Trust\nSelect DSIP 4Q\nSeries Reinvest\nF, S/C\nMutual Fund\n120 E. Liberty\nDrive, Wheaton,\nIL, 60187, US\nIllinois\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nTIAA-CREF Equity\nIndex Fund Inst\nCl(TIEIX)\nPage 14 of 20\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nBeneficiary\nApple Inc. Common\nStock(AAPL)\nSidney Long\nTrust f/b/o\nKeith Long\nCostco Wholesale\nCorporation Common\nStock(COST)\nSidney Long\nTrust f/b/o\nKeith Long\nFord Motor\nCompany Common\nStock(F)\nSidney Long\nTrust f/b/o\nKeith Long\nGeneral Electric\nCompany Common\nStock(GE)\nSidney Long\nTrust f/b/o\nKeith Long\nQUALCOMM\nIncorporated Common\nStock(QCOM)\nSidney Long\nTrust f/b/o\nKeith Long\nFirst Trust\nSabrient 2016\nSeries R\nDescription of\nInvestment\nMutual Fund\nPrincipal Place of Business or\nState of Incorporation\nIllinois\nIssuer Address\n120 E.\nLiberty\nDrive,\nWheaton, IL,\n60187, US\nName of Trust\nSidney Long\nTrust f/b/o\nKeith Long\nPage 15 of 20\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nWinter Hill\nFederal\nSavings Bank\n342 Broadway,\nSomerville, MA, 02145,\n30 years\n4.25\n2045\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 16 of 20\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 17 of 20\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 18 of 20\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 19 of 20\nI, Keith C Long, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 20 of 20", "search_index_fts": 59094, "rank": null}, {"rowid": 83, "title": "Beth M Elliott 2015", "search_1": "Statement of Financial Interests for 2015\nElliott\nBeth M\n(617) 854-1273\nbelliott@masshousing.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nHousing Financing\nAgency\n(MassHousing)\n1 Beacon Street, Boston,\nMA, 02108, US\nActing\nGeneral\nCounsel\n01/12/2016\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 17\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nCeres, Inc.\n99 Chaunchy Street, 6th\nFloor, Boston, MA, 02111, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 17\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 17\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 17\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nMerrill Lynch\n(MLHMQ)\nF, S/C\nAccelerated Return\nNotes Linked to\nInternational Equity\nBasket\nNew York\nOne Bryant Park,\nNew York, NY,\n10036, US\nMerrill Lynch\n(MLZIM)\nF, S/C\nMarket Linked\nStep-Up Notes Linked\nto the S&P 500\nNY\nOne Bryant Park,\nNew York, NY,\n10036, US\nBlackRock\n(MALOX)\nF, S/C\nMutual Fund\nNew York\n40 East 52nd\nStreet, New\nYork, NY, 10022,\nIVA Worldwide\nFund Class\nI(IVWIX)\nF, S/C\nThornburg\nLimited Term\nMunicipal Fund\nClass I(LTMIX)\nF, S/C\nThe Alger Fds\nII, Alger\nSpectra Fund\nClass Z(ASPZX)\nF, S/C\nPage 9 of 17\nDoubleLine Total\nReturn Bond Fund\nClass I(DBLTX)\nF, S/C\nFirst Eagle\nGlobal Fund\nClass I(SGIIX)\nF, S/C\niShares Russell\n1000 Growth\nETF(IWF)\nF, S/C\niShares Russell\n1000 Value\nETF(IWD)\nF, S/C\niShares Core\nModerate\nAllocation\nETF(AOM)\nF, S/C\nJanus Flexible\nBond I\nShares(JFLEX)\nF, S/C\nLord Abbett\n(LDLFX)\nF, S/C\nMFS Global\nEquity Fund Class I(MWEIX)\nF, S/C\nMutual Fund\nNJ\n90 Hudson\nStreet, Jersey\nCity, NJ, 07302,\nPage 10 of 17\nMFS Value Fund Class I(MEIIX)\nF, S/C\nPrudential\nShort-Term\nCorporate Bond\nFund, Inc. Class\nZ(PIFZX)\nF, S/C\nVanguard Div\nAppreciation ETF\n- DNQ(VIG)\nF, S/C\nVanguard Mega\nCap ETF(MGC)\nF, S/C\nWisdomTree\nEurope Hedged\nEquity\nFund(HEDJ)\nF, S/C\nMFS\nInternational\nValue Fund Class\nI(MINIX)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 11 of 17\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPage 12 of 17\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nPage 13 of 17\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\nPage 14 of 17\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\nPage 15 of 17\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Beth M Elliott, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 84, "title": "Lisa C Buenaventura 2015", "search_1": "Statement of Financial Interests for 2015\nBuenaventura\nLisa C\n(617) 287-5920\nlisa.buenaventura@umb.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nUniversity of\nMassachusetts\nBoston (UMASS)\nInterim, Vice\nChancellor\nfor Student\nAffairs\n07/07/2013\nUniversity of\nMassachusetts\nBoston (UMASS)\nInterim Vice\nChancellor\nfor Student\nAffairs\n07/07/2013\nInterim Vice\nChancellor\nfor Student\nAffairs\n07/07/2013\nUniversity of\nMassachusetts\nBoston (UMASS)\n100 Morrissey Boulevard,\nBoston, MA, 02125, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nLux Renovations LLC\n10 Shawmut Road, Canton, MA,\n02021, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nCreditor\nCreditor\n201\nShirley\nLane,\nBoiling\nSprings,\nPA,\n17007,\nF, S/C\n$100,001\nor more\n$100,001\nor more\n30 year\nmortgage\n5.375\n2033\nDiTech\nP.O. Box\n6172,\nRapid\nCity,\nSD,\n55709\n6172, US\n542\nCriswell\nDrive,\nBoiling\nSprings,\nPA,\n17007,\nF, S/C\n$100,001\nor more\n$100,001\nor more\n15 year\nmortage\n6.5\n2022\nCiti\nMortgage\nInc\nP.O. Box\n6243,\nSioux\nFalls,\nSD,\n57117\n6243, US\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Lisa C Buenaventura, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 85, "title": "Keri A Powers 2015", "search_1": "Statement of Financial Interests for 2015\nPowers\nKeri A\n(508) 531-1324\nkeri.powers@bridgew.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nBridgewater State\nUniversity\nAssociate\nVice\nPresident for\nHuman\nResources\n04/22/2010\nBridgewater State\nUniversity\nAssociate\nVice\nPresident for\nHuman\nResources\n04/22/2010\nBridgewater State\nUniversity\nAssociate\nVice\nPresident\n04/22/2010\nBridgewater State\nUniversity\nAssociate\nVice\nPresident\n04/22/2010\nBridgewater State\nUniversity\nAssociate\nVice\nPresident\n04/22/2010\nVice\nPresident,\nHuman\nResources &\nTalent\nManagement\n07/01/2015\nBridgewater State\nUniversity\n131 Summer Street,\nBridgewater, MA, 02325,\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase Bank\nPO Box 24696, Columbus,\nOH, 43224 0696, US\n30 years\n3.75\n2043\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Keri A Powers, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 86, "title": "Patrick D Laughran 2015", "search_1": "Statement of Financial Interests for 2015\nLaughran\nPatrick D\n(508) 626-4048\nplaughran@framingham.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nFramingham State\nUniversity\n100 State Street,\nFramingham, MA, 01702, US\nAssociate\nVice\nPresident and\nChief\nInformation\nOfficer\n05/13/2003\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nWashington\nState\nUniversity\nPO Box 64, Pullman, WA,\n99164, US\nEmployee\n$1,001 to 5,000\nNortheastern\nUniversity\n360 Huntington Ave.,\nBoston, MA, 02115, US\nEmployee\n$5,001 to 10,000\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nWell Tended Gardens\n6 Blackstone Valley,\nLincoln, RI, 02865, US\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nWells Fargo\nHome Mortgage\n30 Year\n3.00\n2034\nTD Bank\nMassachusetts\n2.99\n2034\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Patrick D Laughran, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 87, "title": "Lisa Wieland 2015", "search_1": "Statement of Financial Interests for 2015\nWieland\nLisa\n(617) 428-2815\nLWieland@massport.com\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 17\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nPort Authority\n(MASSPORT)\nOne Harborside Drive,\nSuite 200S, East Boston,\nMA, 02128 2909, US\nPort Directir\n03/03/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nState\nMassport\none\nharborside\ndrive, East\nBoston, MA,\n02128 2909,\nChief\nAdministrati\nve\nOfficer-Mari\ntime\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 17\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nU.S. Trust\n100 Federal Street, Boston,\nMA, 02110, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 17\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nU.S. Trust\n100 Federal Street, Boston, MA,\n02110, US\nOfficer\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 17\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 17\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 17\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 17\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 8 of 17\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAllergan plc\nOrdinary\nShares(AGN)\nF, S/C\nAlnylam\nPharmaceuticals,\nInc. - Common\nStock(ALNY)\nF, S/C\nAmgen Inc. Common\nStock(AMGN)\nF, S/C\nApache\nCorporation\nCommon\nStock(APA)\nF, S/C\nApple Inc. Common\nStock(AAPL)\nF, S/C\nBank of America\nCorporation\nCommon\nStock(BAC)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 9 of 17\nBest Buy Co.,\nInc. Common\nStock(BBY)\nF, S/C\nCitigroup, Inc.\nCommon Stock(C)\nF, S/C\nDEMANDWARE, INC.\nCommon\nStock(DWRE)\nF, S/C\nDevon Energy\nCorporation\nCommon\nStock(DVN)\nF, S/C\nExxon Mobil\nCorporation\nCommon\nStock(XOM)\nF, S/C\nGeneral Electric\nCompany Common\nStock(GE)\nF, S/C\nGilead Sciences,\nInc. - Common\nStock(GILD)\nF, S/C\nGoldman Sachs\nBDC, Inc. Common\nStock(GSBD)\nF, S/C\nPage 10 of 17\nInsulet\nCorporation Common\nStock(PODD)\nF, S/C\nOccidental\nPetroleum\nCorporation\nCommon\nStock(OXY)\nF, S/C\nPotash\nCorporation of\nSaskatchewan\nInc. Common\nStock(POT)\nF, S/C\nTeva\nPharmaceutical\nIndustries\nLimited American\nDepositary\nShares(TEVA)\nF, S/C\nThe Priceline\nGroup Inc. Common\nStock(PCLN)\nF, S/C\nThermo Fisher\nScientific Inc\nCommon\nStock(TMO)\nF, S/C\nV.F. Corporation\nCommon\nStock(VFC)\nF, S/C\nWhole Foods\nMarket, Inc. Common\nStock(WFM)\nF, S/C\nPage 11 of 17\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 12 of 17\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nMetro Credit\nUnion\n200 Revere Beach\nParkway, Chelsea, MA,\n02150 9100, US\n30 years\n3.125\n2045\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 13 of 17\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 14 of 17\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\nPage 15 of 17\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 16 of 17\nI, Lisa Wieland, certify under the pains and penalties of perjury that:\nSubmitted: 06/18/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 17 of 17", "search_index_fts": 59094, "rank": null}, {"rowid": 88, "title": "Scott B. Greenberg 2015", "search_1": "Statement of Financial Interests for 2015\nGreenberg\nScott B.\n(508) 626-4557\nsgreenberg@framingham.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nFramingham State\nUniversity\n100 State Street, PO Box\n9101, Framingham, MA,\n01701 9101, US\nAssociate\nVice\nPresident for\nAcademic\nAffairs and\nDean of\nContinuing\nEducation\n10/02/2000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nF, S/C\nLess than\n$1,001\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\nPO Box 9001871,\nLouisville, KY, 40290\n1871, US\n10 years\n3.25\n2021\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Scott B. Greenberg, certify under the pains and penalties of perjury that:\nSubmitted: 06/21/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 89, "title": "Angappa Gunasekaran 2015", "search_1": "Statement of Financial Interests for 2015\nGunasekaran\nAngappa\n(508) 999-8421\nagunasekaran@umassd.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nUniversity of\nMassachusetts\nDartmouth (UMASS)\nDean,\nCharlton\nCollege of\nBusiness\n06/01/2013\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nJC Penney\n120 North Dartmouth Mall,\nNorth Dartmouth, MA, 02747,\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of\nInvestment\nPrincipal Place of Business or\nState of Incorporation\nIssuer Address\nName of Trust\nNatixis U.S.\nEquity\nOpportunities Fund\nClass A(NEFSX)\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nBank of\nAmerica\n71 Faunce Corner Road,\nNorth Dartmouth, MA,\n02747, US\n15\n3.125\n2027\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Angappa Gunasekaran, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 90, "title": "James F Slater III 2015", "search_1": "Statement of Financial Interests for 2015\nSlater III\nJames F\n(617) 660-4761\njames.slater@massmail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\n200 Arlington Street,\nSuite 2200, Chelsea, MA,\n02150, US\nDepartment of\nCriminal Justice\nInformation\nSystems (DCJIS)\nActing\nCommissioner\n07/14/2008\nCommissioner\n04/11/2011\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nBoston\nUniversity\n120 Ashford Street,\nBoston, MA, 02215, US\nEmployee\n$20,001 to\n40,000\nPage 2 of 13\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nDunkin Donuts\nTreble Cove Road, Billerica,\nMA, 01821, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\nPage 3 of 13\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 4 of 13\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nOcwen\nFinancial\nP.O. Box 660264, Dallas,\nTX, 75266 0264, US\n360\n2.875\n2034\nOcwen\nFinancial\nP.O. Box 660264, Dallas,\nTX, 75266 0264, US\n300\n4.5\n2029\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, James F Slater III, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 91, "title": "David Cash 2015", "search_1": "Statement of Financial Interests for 2015\nCash\nDavid\n(617) 287-5511\ndavid.cash@umb.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nUniversity of\nMassachusetts\nBoston (UMASS)\n100 Morrissey Blvd,\nBoston, MA, 02125, US\nDean\n07/27/2015\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\n1 winter st., boston, MA,\n02108, US\nCommissioner\n03/10/2014 01/05/2016\n$10,001 to\n20,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nNext Step\nLiving\n\u00fe\n21 Drydock Avenue 2nd\nFloor, Boston, MA,\n02125, US\nConsultant\n$1,001 to 5,000\nHarvard\nUYniversity\n\u00fe\n79 JFK St., Cambridge,\nMA, 02138, US\nConsultant\n$5,001 to 10,000\nMeister\nGroup\n\u00fe\n1 Center Plaza, Suite\n320 , Boston, MA,\n02108, US\nConsultant\n$1,001 to 5,000\nUS State\nDepartment\n\u00fe\nWorld Learning , 1015\nFifteenth Street NW,\nSuite 700 , Washington,\nDC, 20005, US\nConsultant\n$1,001 to 5,000\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nself-employed\n53 Langley, Newton, MA, 02459, US\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nUS Bank\n4801 Frederica St.,\nOwensboro, KY, 42301, US\n30 year\n2.875\n2038\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\nF, S/C\n$10,001\nto\n20,000\n$10,001\nto\n20,000\n1 month\n4.5\n2017\nCreditor\nBrooklin\ne Bank\nCreditor\nPO Box\n970062,\nBoston,\nMA,\n02297,\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, David Cash, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 92, "title": "Jeffrey Mickelson 2015", "search_1": "Statement of Financial Interests for 2015\nMickelson\nJeffrey\n(617) 556-1066\njeffrey.mickelson@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nEnvironmental\nProtection\n(MassDEP)\n1 winter street, Boston,\nMA, 02108, US\nActing\nGeneral\nCounsel\n04/20/2015 07/24/2015\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nWestborough\nPublic Schools\n6 Olde Hickory Path,\nWestborough, MA,\n01581, US\nPrincipal\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\n15 years\n2.875\n2028\nMetro Credit\nUnion\n15 years\n2.25\n2027\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Jeffrey Mickelson, certify under the pains and penalties of perjury that:\nSubmitted: 06/20/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 93, "title": "Priscilla E. Geigis 2015", "search_1": "Statement of Financial Interests for 2015\nGeigis\nPriscilla E.\n(617) 626-4986\npriscilla.geigis@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nConservation and\nRecreation (DCR)\n251 Causeway Street,\nSuite 600, Boston, MA,\n02114, US\nDirector,\nMassParks\n04/12/2004\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nDodge and Cox\nF, S/C\nMutual Fund\nBoston, MA\nP.O. Box 8422,\nBoston, MA,\n02266, US\nJanus Fund D\nShares(JANDX)\nVanguard GNMA\nFund(VFIIX)\nF, S/C\nAmazon.com, Inc.\n- Common\nStock(AMZN)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\nPO. Box 9001871,\nLouisville, KY, 40290,\n10\n3.375\n2021\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Priscilla E. Geigis, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 94, "title": "Mary Louise Sudders 2015", "search_1": "Statement of Financial Interests for 2015\nSudders\nMary Louise\n(617) 573-1800\nmarylou.sudders@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 19\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSecretary,\nEOHHS\n01/08/2015\nExecutive Office\nof Health and\nHuman Services\n(EOHHS)\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nState\nMA Health\nConnector\n100 City\nHall Plaza,\nBoston, MA,\n02108, US\nBoard Chair\nState\nCenter for\nHealth\nInformation\n& Analysis\n501 Boylston\nSt, Boston,\nMA, 02116,\nChair of\nOversight\nCouncil\nState\nHealth\nPolicy\nCommission\n50 Milk St,\nBoston, MA,\n02109, US\nBoard Mbr.\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nRegional\nConservatory Lab\nCharter School\nInc.\n2120 Dorchester Ave,\nDorchester, MA,\n02124, US\nTrustee\nRegional\nConservatory Lab\nCharter School\nFoundation, Inc.\n2120 Dorchester Ave,\nDorchester, MA,\n02124, US\nPresident &\nDirector\nServices Provided\nPage 2 of 19\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nTrustees of\nBoston\nCollege\n140 Commonwealth Ave,\nChestnut Hill, MA,\n02467, US\nEmployee\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nBradyco, Inc. dba\nBradyco Financial\n\u00fe\n16 Sargent St, Cambridge,\nMA, 02140, US\nManager\nRFP Partnership\n16 Sargent St, Cambridge,\nMA, 02140, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPage 3 of 19\nduring 2015, and provide the required information for each.\nBradyco, Inc. dba Bradyco\nFinancial\nhome address, Cambridge, MA, 02140\nRFP Partnership\nhome address, Cambridge, MA, 02140\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 4 of 19\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\nBradyco, Inc. dba Bradyco\nFinancial\n16 Sargent St, Cambridge, MA,\n02140, US\nOfficer\nRFP Partnership\n16 Sargent St, Cambridge, MA,\n02140, US\nOfficer\nConservatory Lab Charter\nSchool, Inc.\n2120 Dorchester Ave, Dorchester,\nMA, 02124, US\nTrustee\nConservatory Lab Charter\nSchool Foundation, Inc.\n2120 Dorchester Ave, Dorchester,\nMA, 02124, US\nOfficer\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nPage 5 of 19\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 6 of 19\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 7 of 19\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nName of Bond/ Other Security\nDescription of Investment\nIncome from Investment\nMA Housing Finance\nAuthority\nBond\nSchwab MA Muni MMF\nF, S/C\nMoney Market Fund\nLess than $1,001\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nPage 8 of 19\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 9 of 19\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nAmgen Inc. Common\nStock(AMGN)\nF, S/C\nApple Inc. Common\nStock(AAPL)\nF, S/C\nBerkshire\nHathaway Inc.\nNew Common\nStock(BRK.B)\nF, S/C\nChevron\nCorporation\nCommon\nStock(CVX)\nF, S/C\nCompass Minerals\nIntl Inc Common\nStock(CMP)\nF, S/C\nDiageo plc\nCommon\nStock(DEO)\nF, S/C\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 10 of 19\nCoca-Cola\nCompany (The)\nCommon Stock(KO)\nF, S/C\nAnika\nTherapeutics\nInc. - Common\nStock(ANIK)\nF, S/C\neBay Inc. Common\nStock(EBAY)\nF, S/C\nExpress Scripts\nHolding Company\n- Common\nStock(ESRX)\nF, S/C\nExxon Mobil\nCorporation\nCommon\nStock(XOM)\nF, S/C\nGeneral Electric\nCompany Common\nStock(GE)\nF, S/C\nJohnson &\nJohnson Common\nStock(JNJ)\nF, S/C\nMarkel\nCorporation\nCommon\nStock(MKL)\nF, S/C\nPage 11 of 19\nMicrosoft\nCorporation Common\nStock(MSFT)\nF, S/C\nMorningstar,\nInc. - Common\nStock(MORN)\nF, S/C\nNestle S. A.\nF, S/C\nNovartis AG\nCommon\nStock(NVS)\nF, S/C\nPaychex, Inc. Common\nStock(PAYX)\nF, S/C\nPayPal Holdings,\nInc. - Common\nStock(PYPL)\nF, S/C\nPepsico, Inc.\nCommon\nStock(PEP)\nF, S/C\nPfizer, Inc.\nCommon\nStock(PFE)\nF, S/C\nADR (American\nDepository Receipt)\nSwitzerland\nAvenue Nestle\n55, Vevey 1800\nPage 12 of 19\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nF, S/C\nUnited Parcel\nService, Inc.\nCommon\nStock(UPS)\nF, S/C\nZimmer Biomet\nHoldings, Inc.\nCommon\nStock(ZBH)\nF, S/C\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 13 of 19\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nJ P Morgan\nChase\n1820 E. Sky Harbor\nCircle S., Phoeniz, MA,\n85034, US\n10\n3.875\n2022\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 14 of 19\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 15 of 19\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 16 of 19\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nName of Donor\nAddress of Donor\nFair Market Value\nHealth Care for All\n1 Federal St, Boston,\nMA, 02110, US\n$300\nHeading Home Inc.\n528 Main St,\nCharlestown, MA, 02129,\n$250\nCodman Square Health\nCenter\n637 Washington St.,\nDorchester, MA, 02124,\n$150\nProvider Council\n88 Broad St, Boston, MA,\n02110, US\n$110\nRiverside Community\nCare\n270 Bridge St, Dedham,\nMA, 02026, US\n$225\nAIM\n1 Beacon St, Boston, MA,\n02108, US\n$500\nNew England Center\nfor Children\n33 Turnpike Rd,\nSouthborough, MA, 01772,\n$200\nChelsea Chamber of\nCommerce\n308 Broadway, Chelsea,\nMA, 02150, US\n$150\nPerson or entity for whom Donor\nwas acting, if any\nPage 17 of 19\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 18 of 19\nI, Mary Louise Sudders, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 19 of 19", "search_index_fts": 59094, "rank": null}, {"rowid": 95, "title": "Erin M. LeBel 2015", "search_1": "Statement of Financial Interests for 2015\nLeBel\nErin M.\n(617) 727-4302\nerin.m.lebel@state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDivision of\nProfessional\nLicensure (DPL)\n1000 Washington St, Suite\n710, Boston, MA, 01501,\nExecutive\nDirector of\nMultiple\nBoards\n10/01/2003\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nFidelity investments\n500 Salem street,\nSmithfield, RI, 02917, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nTiaa crew equity\nindex fund\nMutual Fund\nMassachusetts\nPo box 8009,\nBoston, MA,\n02266, US\nBaidu, Inc. American\nDepositary\nShares, each\nrepresenting one\ntenth Class A\nordinary\nshare(BIDU)\nF, S/C\nFidelity\ninvestments\nF, S/C\nMutual Fund\nMassachusetts\nSummer st.,\nBoston, MA,\n02210, US\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nChase\nP.O.Box 78420, Phoenix,\nAZ, 85062, US\n30 years\n3.99\n2041\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\nName of Legislative Agent or Executive Agent\nAddress of Legislative or Executive Agent\nAmount of Reimbursement\nAssociation of social\nwork boards (ASWB)\n400 Southridge parkway.\nCulpepper VA. 22701\n$1800\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Erin M. LeBel, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 96, "title": "David A. A Lowy 2015", "search_1": "Statement of Financial Interests for 2015\nLowy\nDavid A. A\n(617) 788-8130\ndavid.lowy@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nSuperior Court,\nAdministrative\nOffice\nAssociate\nJustice\n07/10/2001\nSuperior Court,\nAdministrative\nOffice\nAssociate\nJustice\n07/01/2001\nSuperior Court,\nAdministrative\nOffice\nAssociate\nJustice\n07/10/2001\nSuperior Court,\nAdministrative\nOffice\nAssociate\nJustice\n07/01/2001\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nGovernor's Office\nBeacon Street,\nBoston, MA, 02133,\nGovernor Baker\nand Lieutenant\nGovernor\nPolito\ntransition\nteam\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nPfizer, Inc.\n235 East 42nd Street, New\nYork, NY, 10017, US\nManager\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\nPfizer Pharmaceuticals\nOne Walnut Street, Boston, MA, 02108\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nPfizer, Inc.\nCommon Stock(PFE)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nSalem Five\n210 Essex Street, Salem,\nMA, 01970, US\n30 years\n3.75\n2043\nSalem Five\n210 Essex Street, Salem,\nMA, 01970, US\n10 years\n3.49\n2022\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nAmount\nAmount\nOwed\nInterest Rate(%)\nDate Repayment\nDue\nLoan Collateral\n$10,00\n1 to\n20,000\n$10,001 to\n20,000\n0\n05/12/2022\nEastern\nBank, Mass\nSave\nResidential\nLoan Program\n265 Franklin\nStreet,\nBoston, MA,\n02110, US\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\nInterest Rate(%)\nDate RayPayment Due\nLoan Collateral\n3.49\n03/01/2022\nSalem Five\n210 Essex Street,\nSalem, MA, 01970, US\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, David A Lowy, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 97, "title": "Martin F Murphy 2015", "search_1": "Statement of Financial Interests for 2015\nMurphy\nMartin F\n(617) 832-1213\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nState Ethics\nCommission\nOne Ashburton Place,\nBoston, MA, 02108, US\nCommissioner\n09/26/2011 09/23/2016\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nPublic Agency\nPublic Agency\nConsultant /\nContractor?\nState\nSpecial\nCommission\nto Study the\nCriminal\nJustice\nSystems\nOne\nAshburton\nPlace,\nBoston, MA,\n02108, US\nCommissioner\nServices Provided\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nFoley Hoag\nLLP\n\u00fe\n155 Seaport Boulevard,\nBoston, MA, 02210, US\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPercentage of stock\nFoley Hoag LLP\n155 Seaport Boulevard,\nBoston, MA, 02210, US\n2%\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nBird Street\nCommunity Center\n500 Columbia Road, Boston,\nMA, 02125, US\nDirector\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nName of Trust\nReal Estate Address\nTransferee Name\nTransferee Address\n88 Wharf\nStreet, Unit\n103, Mitlon,\nMA, 09126, US\nF, S/C\nMurphy, Robin\nD\n88 Wharf Stree, Unit\n103, Milton, MA,\n09126, US\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nDimensional\nInvestment Grp\nGlobal Eq Portf\nCl I(DGEIX)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Martin F Murphy, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 98, "title": "Lawrence R. Behan 2015", "search_1": "Statement of Financial Interests for 2015\nBehan\nLawrence R.\n(413) 662-5245\nl.behan@mcla.edu\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nCollege of\nLiberal Arts\n375 Church Street, North\nAdams, MA, 01247, US\nVice\nPresident\nAdministratio\nn and Finance\n10/26/2015\n$20,001 to\n40,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nMunicipal\nLittleton Public\nSchools\n33 Shattuck Street,\nLittleton, MA,\n01460, US\nClassroom\nAssistant\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\nWalden\nBehavioral\nCare, Inc.\n51 Sawyer Road, Suite\n510, Waltham, MA,\n02453, US\nEmployee\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nCitizensone\nMortgage\nP.O. Box 6260, Glen\nAllen, VA, 23058, US\n20\n3.75\n2034\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist).\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Lawrence R. Behan, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}, {"rowid": 99, "title": "Anthony E. Thomas Jr. 2015", "search_1": "Statement of Financial Interests for 2015\nThomas Jr.\nAnthony E.\n(508) 923-4007\nanthony.thomas@massmail.state.ma.us\nYou indicated that you had no spouse living in your household at any time during 2015.\nYou indicated that you had no dependent child(ren) residing in your household at any time during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nMassachusetts\nState Police\nMajor\n06/27/2010\nMassachusetts\nState Police\nMajor\n06/27/2010\nMassachusetts\nState Police\nMajor\n06/27/2010\nMajor\n06/27/2010\nMassachusetts\nState Police\n326 West Grove Street,\nMiddleboro, MA, 02346, US\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nHarborOne Bank\n10 years\n3.99\n2019\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nObligor\nAmount\nOutstanding\nAmount\nMortgage\nTerm\nInterest\nRate (%)\nTermination\nYear\n$40,001\nto\n60,000\n$20,001\nto\n40,000\n10 years\n3.99\n2019\nCreditor\nCreditor\nHarborOn\ne Bank\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nI, Anthony E. Thomas Jr., certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015", "search_index_fts": 59094, "rank": null}, {"rowid": 100, "title": "Michael J Devine 2015", "search_1": "Statement of Financial Interests for 2015\nDevine\nMichael J\n(617) 822-5000\nMichael.Devine@MassMail.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 13\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nCorrection (DOC)\n340 Canterbury Street,\nRoslindale, MA, 02184, US\nSuperintenden\nt\n05/15/2016\n$60,001 to\n100,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nContractor?\nState\nDOC\n50 Maple Street,\nMilford, MA, 01757,\nAdministrative\nAssistant\nServices Provided\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 13\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nduring 2015, and provide the required information for each.\ndependent child(ren) residing in your household during 2015, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether\nPage 3 of 13\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nF, S/C\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 4 of 13\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 5 of 13\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 6 of 13\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nPage 7 of 13\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 8 of 13\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\nPage 9 of 13\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nPage 10 of 13\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in legislation, legislative\naction, or a matter before a governmental body.\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any legislative agent or executive agent (lobbyist) or\nany person having a direct interest in legislation, legislative action, or a matter before a governmental body?\nPage 11 of 13\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in legislation, legislative action, or any matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body, and provide the\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in legislation,\nlegislative action, or a matter before a governmental body, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 12 of 13\nI, Michael J Devine, certify under the pains and penalties of perjury that:\nSubmitted: 06/19/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 13 of 13", "search_index_fts": 59094, "rank": null}]