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10164	David J Breen 2018	Statement of Financial Interests for 2018 Breen David J (617) 788-8700 david.breen@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2018. You indicated that you did have dependent child(ren) residing in your household during 2018. Page 1 of 20 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Boston Municipal Court Department (BMC) 24 New Chardon Street, Boston, MA, 02114, US Associate Justice 01/05/2015 3. Other than the position(s) identified in Question 2, identify every public position you held, and every public agency to which you provided services, at any time during 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. Public Agency Public Agency Name Consultant / Contractor? Municipal Town of Brookline Brookline Town Hall, 333 Washington Street, Brookline, MA, 02445, US Town Meeting Member Services Provided 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. Page 2 of 20 7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked as an employee, manager, consultant, or independent contractor at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018, and provide the required information for each. Percentage of stock Residential Rental Property 844 East Fifth Street, South Boston, MA, 02127, US 100% $60,001 to 100,000 during 2018, and provide the required information for each. dependent child(ren) residing in your household during 2018, and provide the required information for each. Page 3 of 20 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2018, whether 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. 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 Estate 844 East 5th Street, South Boston, MA, 02127, US F, S/C Page 4 of 20 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 Estate 34 Hamilton Road, Unit 309, Arlington, MA, 02476, US Yes 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 31, 2018, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real 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 5 of 20 18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent child(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a beneficiary, at any time during 2018, and provide the required information for each piece of Real Estate transferred. 2018, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the 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, Page 6 of 20 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, and which had a 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. 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. Page 7 of 20 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 8 of 20 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 Cisco Systems, Inc. - Common Stock(CSCO) Coca-Cola Company (The) Common Stock(KO) Dunkin' Brands Group, Inc. Common Stock(DNKN) Exxon Mobil Corporation Common Stock(XOM) Texas Instruments Incorporated Common Stock(TXN) Baxter International Inc. Common Stock(BAX) Description of Investment Principal Place of Business or State of Incorporation Page 9 of 20 Delaware Small Cap Core Fund Institutional(DC CIX) Ivy International Core Equity Fund Class I(ICEIX) MFS International Growth Fund Class I(MQGIX) Oppenheimer Developing Markets Fund Class Y(ODVYX) Virtus Small-Cap Sustainable Growth Fund Class I(PXSGX) WFA Special Mid Cap Value Fund Insti Class(WFMIX) Page 10 of 20 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 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation State Street Corporation Common Stock(STT) Columbia Fds Srs Tr, Columbia Convertible Securities Fund Class Z(NCIAX) Ivy International Core Equity Fund Class I(ICEIX) Wells Fargo Adv Fd, Small Compasny Growth Inst(WSCGX) Delaware Value Fd Cl I(DDVIX) Page 11 of 20 Oppenheimer International Growth Fund Y Class(OIGYX) iShares MSCI EAFE Value ETF(EFV) iShares Core S&P Mid-Cap ETF(IJH) Multi-Manager Small Cap Eq Strat Inst Mutual Fund Boston, MA 225 Franklin Street, Boston, MA, 02110, US Multi Manager Value Strategies Cl Z Mutual Fund Massachusetts 225 Franklin Street, Boston, MA, 02210, US WFA Emerging Markets Equity Fund Institutional Class(EMGNX) Page 12 of 20 Goldman Sachs Emerging Markets Debt IR Shares(GSIRX) JPMorgan Tax Aware Disciplined Equity Fund Institutional Shs(JPDEX) Loomis Sayles Funds - Growth Fund Class Y (Trust II)(LSGRX) MFS Value Fund Class I(MEIIX) MFS International Value Fund Class I(MINIX) JPMorgan Large Cap Growth Fund Select(SEEGX) Page 13 of 20 iShares Core MSCI Emerging Markets ETF(IEMG) Multi Manager Intl Equity Strategies Inst Cl Mutual Fund Massachusetts 225 Franklin Street, Boston, MA, 02210, US Multi Manager Growth Strategies Mutual Fund Massachusetts 225 Franklin Street, Boston, MA, 02210, US Delaware U.S. Growth Fund Institutional Class(DEUIX) WFA Emerging Markets Equity Fund Institutional Class(EMGNX) Prudential Jennison Mid-Cap Growth Fund Class Z(PEGZX) Page 14 of 20 WFA Special Mid Cap Value Fund Insti Class(WFMIX) 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 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 Page 15 of 20 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 not, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Fifth Third Bank 5050 Kingsley Drive, Cincinnati, OH, 45263, 30 years 3.875 2046 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 NOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative? Obligor Amount Outstanding Amount Mortgage Term Interest Rate (%) Termination Year 844 East Fifth Street, South Boston, MA, 02127, $100,001 or more $100,001 or more 20 years 4 2036 Creditor Home Point Financia l Creditor P.O. Box 619063, Dallas, TX, 75261 9063, US Page 16 of 20 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 not, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2018, IF the person to whom 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, if the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is not, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2018, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. Page 17 of 20 residing in your household and were forgiven at any time during 2018, excluding debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great-grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for each. 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. 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). Page 18 of 20 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. 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. 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 19 of 20 I, David J Breen, certify under the pains and penalties of perjury that: Submitted: 04/29/2019 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 20 of 20