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10128 Leila R Kern 2018 Statement of Financial Interests for 2018 Kern Leila R (857) 285-9312 Contact Email : You indicated that you did have a spouse residing in your household during 2018. You indicated that you had no dependent child(ren) residing in your household at any time during 2018. Page 1 of 19 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Middlesex County Superior Court 200 Trade Cetner, Woburn, MA, 01801, US Associate Justice 09/06/2016 $10,001 to 20,000 Middlesex County Superior Court 200 Trade Cetner, Woburn, MA, 01801, US Associate Justice 09/06/2016 $10,001 to 20,000 Middlesex County Superior Court 200 Trade Center, Woburn, MA, 01801, US Judge (recall) 09/02/2016 03/30/2018 $60,001 to 100,000 Middlesex County Superior Court 3 Central Plaza, Boston, MA, 02452, US Judge 01/01/2018 03/31/2018 $20,001 to 40,000 3. Other than the position(s) identified in Question 2, identify every public position you held, and every public agency to which you provided services, at any time during 2018, whether compensated or not, and whether full- or part-time. services, at any time during 2018, whether compensated or not, and whether full- or part-time. Page 2 of 19 any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required 6. Identify any Business from which you were on a leave of absence at any time during 2018, and provide its address. 7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked as an employee, manager, consultant, or independent contractor at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Stewart D Urist þ 10 Langley Road, Suite 200, Newton Center, MA, 02459, US Independent Contractor Stewart D Urist, LICSW þ 10 Langley Road, Sutie 200, Newton, MA, 02495, US Independent Contractor Stewart D Urist, LICSW þ 10 Langley Road, suite 200, Newton, MA, 02495, US owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018, and provide the required information for each. Page 3 of 19 during 2018, and provide the required information for each. Stewart D Urist, LICSW 10 Langley Road, Suite 200, Newton, MA, 02459, US Stewart D Urist, LICSW 10 Langley Road, suite 200, Newton, MA, 02495, US dependent child(ren) residing in your household during 2018, and provide the required information for each. 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2018, whether Page 4 of 19 an officer, director, or trustee, at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Stewart D Urist 10 Langley Road, Suite 200, Newton Center, MA, 02459, US Director Stewart D Urist, LICSW 10 Langley Road, Suite 200, Newton, MA, 02459, US Director Stewart D Urist 10 Langley Road, suite 200, Newton, MA, 02495, US Director 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real 191 Bishops Forest Drive, Waltham, MA, 02452, US F, S/C Page 5 of 19 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real 15. Identify any Trust of which you were a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. 16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. 17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2018, and provide the required information for each Real Estate holding. Page 6 of 19 18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, at any time during 2018, and provide the required information for each piece of Real Estate transferred. 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2018, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the required information for each. 20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2018, your spouse and/or any dependent child(ren) residing in your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a lien, attachment, or mortgage receivable, and provide the required information for each. Page 7 of 19 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Name of Bond/ Other Security Description of Investment Income from Investment Putnam MA T/E/ Inc A F, S/C Bond Less than $1,001 Vanguard MA T/E F, S/C Bond $1,001 to 5,000 Franklin MA/TE Inc. A F, S/C Bond $1,001 to 5,000 22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by the Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Page 8 of 19 agencies, and authorities, which was owned as of December 31, 2018, by a Trust of which you were a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. agencies, and authorities, which was owned as of December 31, 2018, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. Page 9 of 19 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. Name of Issuer BHP Billiton Limited Common Stock(BHP) Thornburg Investment Income Builder Cl R5(TIBMX) Templeton Foreign Fund Class A(TEMFX) First Solar, Inc. - Common Stock(FSLR) F, S/C General Electric Company Common Stock(GE) F, S/C Intel Corporation Common Stock(INTC) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 10 of 19 Apple Inc. Common Stock(AAPL) F, S/C Sirius XM Holdings Inc. Common Stock(SIRI) F, S/C Franklin Income Fund Class C(FCISX) F, S/C John Hancock Balanced Fund Class A(SVBAX) F, S/C Vanguard Admiral Fund Treasury Money Market Fund(VUSXX) F, S/C Page 11 of 19 26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your spouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2018, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Mutual Fund MA 2 International Place, Boston, MA, 02110, US Franklin Templeton Growth Target Fund Class A(FGTIX) Apple Inc. Common Stock(AAPL) Sirius XM Holdings Inc. - Common Stock(SIRI) Eaton Vance GR Tr All Cap Sm Cp Fd First Eagle Fund of America Class A(FEFAX) Page 12 of 19 Franklin Income Fund Class C(FCISX) John Hancck Mutual Fund MA 281 Winter Street, #390, Waltham, MA, 02451, US John Hancck Mutual Fund MA 281 Winter Street, #390, Waltham, MA, 02451, US Verizon Communications Inc. Common Stock(VZ) Walt Disney Company (The) Common Stock(DIS) General Electric Company Common Stock(GE) Page 13 of 19 27. Identify every Financial Investment that was owned as of December 31, 2018, by a Trust of which you were a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2018, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you must provide the issuer's principal place of business or state of incorporation as well as its address. 29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, where the creditor (person who loaned you the money) is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the Page 14 of 19 30. Did you have a mortgage, including a home equity or reverse mortgage loan, on any property <u>OTHER</u> than your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, which you were obligated to pay and where the creditor (person who loaned you the money) is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative? 31. Identify all mortgages, including home equity and reverse mortgage loans, <u>OTHER</u> than any mortgage on your Primary Residence or any mortgage identified in response to Question 30, on which more than $1,000 was owed as of December 31, 2018, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and where the creditor (person who loaned the money to your spouse and/or dependent child(ren) residing in your household) is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2018, IF the person to whom you owed the debt is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and 33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in your household owed as of December 31, 2018, <u>IF</u> the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is <u>NOT</u>, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Page 15 of 19 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2018, <u>EXCLUDING</u> debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. residing in your household and were forgiven at any time during 2018, <u>EXCLUDING</u> debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2018 by any legislative agent or executive agent (lobbyist). 36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 36, you received at any time during 2018 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 16 of 19 37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2018 by any legislative agent or executive agent (lobbyist). 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2018 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2018 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 2018 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 17 of 19 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2018, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2018? Page 18 of 19 I, Leila R Kern, certify under the pains and penalties of perjury that: Submitted: 03/21/2019 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 19 of 19
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