search_index_fts: 131

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131	Paul M Yee 2015	Statement of Financial Interests for 2015 Yee Paul M (617) 666-8000 Ext : 754 paul.yee@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2015. You indicated that you had no dependent child(ren) residing in your household at any time during 2015. 1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate. Page 1 of 23 2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Quincy District Court One Dennis Ryan Parkway, Quincy, MA, 02169, US Associate Justice 11/16/2009 10/20/2018 Justice 11/16/2009 Quincy District Court 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 2015, whether compensated or not, and whether full- or part-time. services, at any time during 2015, whether compensated or not, and whether full- or part-time. any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required Page 2 of 23 6. Identify any Business from which you were on a leave of absence at any time during 2015, 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 2015, 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 2015, and provide the required information for each. Percentage of stock St. Paul Crossing Condominium Trust home, home, MA, 00000 St. Paul Crossing Condominium Trust home, home, MA, 00000 during 2015, and provide the required information for each. Page 3 of 23 dependent child(ren) residing in your household during 2015, and provide the required information for each. NOTE: The name of a filer's family member and/or the home address of the filer or their family member, which was provided in error in response to Question 11, is being withheld from view as confidential in accordance with the Public Records Law. 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2015, whether Condominium Trust Trustee an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required information for each. Page 4 of 23 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for each Real F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2015, 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, 2015, and which had an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Name of Trust Real Estate Address Beneficiary St. Paul Crossing Condominiu m Trust F, S/C Transferor Page 5 of 23 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, 2015, 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 2015, and provide the required information for each Real Estate holding. 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 2015, and provide the required information for each piece of Real Estate transferred. Page 6 of 23 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2015, 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, 2015, 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 23 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, 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 Fidelity Mass Muni stock shares $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, 2015, 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 Fidelity Tax-free bond Bond Page 8 of 23 agencies, and authorities, which was owned as of December 31, 2015, 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, 2015, 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. 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, 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 T.Rowe Price Retirement 2020 Fd Advisor Cl(PARBX) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 9 of 23 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, 2015, 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 Allstate Corporation (The) Common Stock(ALL) Apple Inc. Common Stock(AAPL) AT&T Inc.(T) Avon Products, Inc. Common Stock(AVP) Bank of America Corporation Common Stock(BAC) Page 10 of 23 Baxter International Inc. Common Stock(BAX) Becton, Dickinson and Company Common Stock(BDX) Boston Scientific Corporation Common Stock(BSX) Callaway Golf Company Common Stock(ELY) Cardinal Health, Inc. Common Stock(CAH) CBS Corporation Class B Common Stock(CBS) Page 11 of 23 Citigroup Inc new Common Stock New York 388 Greenwich Street, New York, NY, 10013, US Coca-Cola Company (The) Common Stock(KO) CVS Health Corporation Common Stock(CVS) Discover Financial Services Common Stock(DFS) eBay Inc. - Common Stock(EBAY) Exxon Mobil Corporation Common Stock(XOM) Page 12 of 23 Facebook, Inc. Class A Common Stock(FB) Ford Motor Company Common Stock(F) Freeport-McMoRan, Inc. Common Stock(FCX) Frontier Communications Corporation Common Stock(FTR) General Electric Company Common Stock(GE) GlaxoSmithKline PLC Common Stock(GSK) Page 13 of 23 Home Depot, Inc. (The) Common Stock(HD) Intel Corporation - Common Stock(INTC) International Game Technology Ordinary Shares(IGT) JP Morgan Chase & Co. Common Stock(JPM) Kirby Corporation Common Stock(KEX) Lockheed Martin Corporation Common Stock(LMT) Page 14 of 23 Morgan Stanley Common Stock(MS) Mylan N.V. Common Stock(MYL) News Corporation Class A Common Stock(NWSA) Oracle Corporation Common Stock(ORCL) Orbital ATK, Inc. Common Stock(OA) PayPal Holdings, Inc. - Common Stock(PYPL) Page 15 of 23 J.C. Penney Company, Inc. Holding Company Common Stock(JCP) Proctor & Gamble Common Stock Cincinnati, OH 1 P&G Plaza, Cincinnati, OH, 45202, US Shire plc American Depositary Shares, each representing three Ordinary Shares(SHPG) J.M. Smucker Company (The) New Common Stock(SJM) Twenty-First Century Fox, Inc. - Class A Common Stock(FOXA) UGI Corporation Common Stock(UGI) Page 16 of 23 Verizon Communications Inc. Common Stock(VZ) Viacom Inc. Class B Common Stock(VIAB) Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares(VOD) Wal-Mart Stores, Inc. Common Stock(WMT) Walt Disney Company (The) Common Stock(DIS) T.Rowe Price Retirement 2020 Fd Advisor Cl(PARBX) Page 17 of 23 27. Identify every Financial Investment that was owned as of December 31, 2015, 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, 2015, 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, 2015, 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. US Home Mortgage 15 years 3.00 2030 Page 18 of 23 Primary Residence, on which more than $1,000 was owed as of December 31, 2015, 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. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your Primary Residence, on which more than $1,000 was owed as of December 31, 2015, 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 your spouse and/or dependent child(ren) residing in your household 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. 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to whom you 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 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, 2015, 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 Page 19 of 23 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2015, 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. residing in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the governmental body by which you were or are employed. 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 2015 from any person having a direct interest in a matter before the Page 20 of 23 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 2015 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 2015 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 2015 by any person having a direct interest in a matter before a governmental body by which you were or are now employed, and provide the required information for each. 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 2015 by any person having a direct interest in a matter before the governmental body by which you were or are now employed, and provide the required information for each. Page 21 of 23 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015? Page 22 of 23 I, Paul M Yee, certify under the pains and penalties of perjury that: Submitted: 06/20/2016 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015 Page 23 of 23