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| 11831 | Mary A Beckman 2018 | Statement of Financial Interests for 2018 Beckman Mary A (617) 963-2110 mary.beckman@mass.gov 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 20 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Office of the Attorney General (AGO) One Ashburton Place, 18th Floor, Boston, MA, 02108, Bureau Chief, Health Care and Fair Competition Bureau 03/09/2015 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 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. Boston Children's Hospital 300 Longwood Ave., Boston, MA, 02115, US Manager 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. 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. 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2018, whether Page 3 of 20 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. Women's Bar Foundation of Mass 27 School Street, Boston, MA, 02108, US Trustee A Square Heroes Foundation 1430 Bel Air Dr. #303, Concord, CA, 94521, US Trustee 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 F, S/C 610 Harland St. Lot 3, Milton, MA, 02186, 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 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 Vanguard Developed Markets Index Admiral(VTMGX) Vanguard International Growth Fund Admiral Shares(VWILX) Vanguard Mid-Cap Index Fund Admiral Shares(VIMAX) Vanguard Total Stock Market Index Fd Admiral Shs(VTSAX) Vanguard Massachusetts Tax-Exempt Fund(VMATX) F, S/C Vanguard 500 Index Fd Admiral Shs(VFIAX) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 9 of 20 Allianz F, S/C Annuity Minneapolis, MN P.O. Box 561, Minneapolis, MN, 55440 0561, US Pacific Life F, S/C Annuity Omaha, NE P.O. Box 2378, Omaha, NE, 68103 2378, US Reef Oil & Gas Companies F, S/C Limited Partnership Interest Texas 1901 North Central Expressway, Richardson, TX, 75080, US Mewbourne Energy Partners F, S/C Limited Partnership Interest Texas 3901 South Broadway, Tyler, TX, 75701, US Apple Inc. Common Stock(AAPL) Boeing Co Common Stock Chicago, IL 100 North Riverside, Chicago, IL, 60606, US Citigroup Inc. Common Stock New York 399 Park Ave., New York, NY, 10043, US GlaxoSmithKline PLC Common Stock(GSK) Page 10 of 20 Merck & Company, Inc. Common Stock (new)(MRK) The Travelers Companies, Inc. Common Stock(TRV) Union Pacific Corporation Common Stock(UNP) 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 Page 11 of 20 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 Name of Issuer Beneficiary American Beacon Intl Equity Fund Inst Class(AAIEX) F, S/C American Beacon Small Cap Value Fd Inst Cl(AVFIX) F, S/C EuroPacific Growth Fund, Class F-2 Shs(AEPFX) F, S/C FMI (Fiduciary Management Inc) F, S/C John Hancock Fds III Disciplined Value Fund Class I(JVLIX) F, S/C MFS Series Trust II - MFS Emerging Growth Fund - Class I(MFEIX) F, S/C Description of Investment Principal Place of Business or State of Incorporation Issuer Address Mutual Fund Milwaukee, WI 100 East Wisconsin Avenue, Suite 2200, Milwaukee, WI, 53202, Name of Trust Page 12 of 20 Touchstone Mid Cap Growth Class Y(TEGYX) F, S/C Legg Mason BW Global Opportunities Bond Fd Cl I(GOBIX) F, S/C Eaton Vance Income Fd of Boston Insti Shs(EIBIX) F, S/C Fidelity Advisor Total Bond Fund: Class Z(FBKWX) F, S/C Fidelity Conservative Income Bond Fd Insti Cl(FCNVX) F, S/C FPA New Income(FPNIX) F, S/C JPMorgan Core Bond Fund Select(WOBDX) F, S/C Page 13 of 20 Prudential Short-Term Corporate Bond Fund, Inc. Class Z(PIFZX) F, S/C Voya Floating Rate Fund Class W(IFRWX) F, S/C Harding Loevner Institutional Emerging Market Portfolio- Class I(HLMEX) F, S/C Victory Trivalent International Small-Cap CL I(MISIX) F, S/C Wasatch Funds F, S/C WFA Special Mid Cap Value Fund Insti Class(WFMIX) F, S/C American Funds EuroPacific Growth Fund Class R-1 Shares(RERAX) F, S/C Mutual Fund Wisconsin 235 W. Galena St., Milwaukee, WI, 53212, Page 14 of 20 New Perspective Fund, Class A Shares(ANWPX) F, S/C Hines Global REIT F, S/C WFA Special Mid Cap Value Fund Insti Class(WFMIX) F, S/C Common Stock PO Box 219010, Kansas City, MO, 64121 9010, US Kansas City, MO Mary A Beckman Trust Mary A Beckman Trust 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 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. Santander Bank P.O. Box 619063, Dallas, TX, 75261 9063, US 30 year 3.875 2042 Page 15 of 20 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? 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. Page 16 of 20 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. 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 a matter before the governmental body by which you were or are now employed. Page 17 of 20 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. residing in your household at any time during 2018 by any person having a direct interest in a matter before the Page 18 of 20 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, Mary A Beckman, certify under the pains and penalties of perjury that: Submitted: 04/27/2019 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 |