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10242	Carol Gladstone 2018	Statement of Financial Interests for 2018 Gladstone Carol (857) 204-1309 carol.gladstone@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 28 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Division of Capital Asset Management and Maintenance (DCAMM) One Ashburton Place, Boston, MA, 02108, US Commissioner 02/26/2015 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. 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 28 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. Plastocor Inc 100 Research Rd, Hingham, MA, 02043, US Manager Michelle Pressler Jewelry 1016 Spruce St, Philadelphia, PA, 19107, US Independent Contractor Cluck and Trowel Farm PO Box N145, Westport, MA, 02790, US Employee 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 CBS Investments LLC 28 Copley St, Brookline, MA, 02446, US 33% $10,001 to 20,000 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 28 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2018, whether CBS Investments LLC 28 Copley St, Brookline, MA, 02446, US Director $10,001 to 20,000 86 Monmouth St, Brookline, MA, 02446, US Officer Brookline Arts Center 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. Page 4 of 28 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 F, S/C 5 Driftwood Rd, Westport, MA, 02790, US F, S/C 6 Driftwood Rd, Westport, MA, 02790, US F, S/C 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 Page 5 of 28 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 28 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 28 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. 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. 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 8 of 28 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 28 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 $1,000, and provide the required information for each. Name of Issuer Exxon Mobil Corporation Common Stock(XOM) General Dynamics Corporation Common Stock(GD) SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidCap 400 Growth Index-symbol: MUV) (MDYG) AbbVie Inc. Common Stock(ABBV) Alphabet Inc. Class C Capital Stock(GOOG) American Tower Corporation (REIT) Common Stock(AMT) Description of Investment Principal Place of Business or State of Incorporation Page 10 of 28 Anheuser-Busch Inbev SA Sponsored ADR (Belgium)(BUD) Berkshire Hathaway Inc. New Common Stock(BRK.B) BlackRock, Inc. Common Stock(BLK) Brookfield Infrastructure Partners LP Limited Partnership Units(BIP) Coca-Cola Company (The) Common Stock(KO) Enterprise Products Partners L.P. Common Stock(EPD) Facebook, Inc. Class A Common Stock(FB) Genesis Energy, L.P. Common Units(GEL) Page 11 of 28 Mastercard Incorporated Common Stock(MA) Merck & Company, Inc. Common Stock (new)(MRK) Microsoft Corporation Common Stock(MSFT) Procter & Gamble Company (The) Common Stock(PG) Schlumberger N.V. Common Stock(SLB) UnitedHealth Group Incorporated Common Stock (DE)(UNH) Verisk Analytics, Inc. - Common Stock(VRSK) Zoetis Inc. Class A Common Stock(ZTS) Page 12 of 28 American Tower Corporation (REIT) Pfd Conv Ser A(AMT$A) JP Morgan Chase & Co. Common Stock(JPM) Nestle ADR (American Depository Receipt) Switzerland Avenue Nestle 55, 1800 Vevey Switzerland JP Morgan Chase & Co Corporate Bond New York NY 270 Paark Ave, New York, NY, 10017, US Bank of America Coporate Bonds Boston MA 100 Federal St, Boston, MA, 02108, US Citigroup Sr Notes Sr Notes New York NY 388 Greenwich St, New York, NY, 10013, US Constellation Brands Sr Notes New York 207 High Pt Drive, Victor, NY, 14564, US Nielsen Financial Sr Notes NY NY 85 Broad St, New York, NY, 10004, Page 13 of 28 Crown Castle Corp Sr Notes Texas 1220 Augusta Drive, Houston, TX, 77057, US Service Corp International Sr Notes Texas 1929 Allen Parkway, Houston, TX, 77019, US Apple Inc. Common Stock(AAPL) Charter Communications, Inc. - Class A Common Stock(CHTR) Cheniere Energy, Inc. Common Stock(LNG) Goldman Sachs Group, Inc. (The) Common Stock(GS) IHS Inc. IHS Inc. Class A Common Stock(IHS) Intercontinental Exchange Inc. Common Stock(ICE) Page 14 of 28 Phillips 66 Common Stock(PSX) Verisk Analytics Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B Ordinary Shares)(RDS.B) Fidelity National Information Services Bond New Jersey 545 Washington BLVD, Jersey City, NJ, 07310, Note Florida 601 Riverdale Ave, Jacksonville, FL, 32204, US Apple Inc Note California 1 Infinite Loop, Cupertino, CA, 95104, US Microsoft Note Washington 1 Microsoft Way, Redmond, WA, 98052, US Autodesk, Inc. Common Stock(ADSK) Boston Scientific Corporation Common Stock(BSX) Page 15 of 28 Qiagen N.V. Common Shares(QGEN) American Express Company Common Stock(AXP) Graphic Packaging Holding Company(GPK) Thermo Fisher Scientific Inc Common Stock(TMO) HCA Inc Note Tenn One Park Plaza, Nashville, TN, 37203, US Level 3 Financing Note Colorado 1025 Eldorado Blvd, Broomfield, CO, 80024, US CIT Group Note New York 11 W 42 St, New York, NY, 10036, Republic Services, Inc. Common Stock(RSG) Page 16 of 28 U.S. Bancorp Common Stock(USB) Schwab U.S. Small-Cap ETF(SCHA) Air Products and Chemicals, Inc. Common Stock(APD) BioMarin Pharmaceutical Inc. - Common Stock(BMRN) Walt Disney Company (The) Common Stock(DIS) Dover Corporation Common Stock(DOV) Novartis AG Common Stock(NVS) Sempra Energy Common Stock(SRE) Page 17 of 28 Sunrun Inc. Common Stock(RUN) Universal Display Corporation Common Stock(OLED) TELLURIAN INC Common Stock TEXAS 1201 Louisiana St, Houston, TX, 77002, US Page 18 of 28 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 Johnson & Johnson Common Stock(JNJ) McDonald's Corporation Common Stock(MCD) Walt Disney Company (The) Common Stock(DIS) 3M Company Common Stock(MMM) Alerian MLP ETF(AMLP) Page 19 of 28 Abbott Laboratories Common Stock(ABT) Amgen Inc. Common Stock(AMGN) Canadian Natural Resources Limited Common Stock(CNQ) Church & Dwight Company, Inc. Common Stock(CHD) Cisco Systems, Inc. - Common Stock(CSCO) Illinois Tool Works Inc. Common Stock(ITW) Page 20 of 28 Intel Corporation - Common Stock(INTC) Occidental Petroleum Corporation Common Stock(OXY) Packaging Corporation of America Common Stock(PKG) iShares Nasdaq Biotechnology Index Fund(IBB) Schwab U.S. REIT ETF(SCHH) Biogen Inc. Common Stock(BIIB) Page 21 of 28 V.F. Corporation Common Stock(VFC) Apache Corporation Common Stock(APA) CalAtlantic Group, Inc. Common Stock(CAA) Vanguard Int'l Dividend Mutual Fund Penn Vanguard Plaza, Valley Forge, PA, 19482, US Sensata Technologies Holding N.V. Ordinary Shares(ST) SPDR S&P Regional Banking ETF(KRE) Page 22 of 28 SPDR S&P 600 Small Cap Value ETF (based on S&P SmallCap Value Index--symbol-CVK(SLYV) Accenture plc. Class A Ordinary Shares (Ireland) (ACN) Shopify Inc. Class A Subordinate Voting Shares(SHOP) 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. Page 23 of 28 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 Citizens Bank PO Box 6269, Glen Allen, VA, 23508, US 30 4.0 2035 Citizens Bank 1 Citizens Drive, Riverside, RI, 02915, US Home equity 3 2035 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. Page 24 of 28 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. 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 Page 25 of 28 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 a matter before the 37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent child(ren) residing in your household at any time during 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 36, 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 a matter before the governmental body by which you were or are now employed. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2018 by any person having a direct interest in a matter before a governmental body by which you were or are now employed. Page 26 of 28 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 a matter before the governmental body by which you were or are now employed. 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 27 of 28 I, Carol Gladstone, certify under the pains and penalties of perjury that: Submitted: 04/06/2019 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 28 of 28