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| 135 | Peter B Krupp 2015 | Statement of Financial Interests for 2015 Krupp Peter B (617) 788-8130 peter.krupp@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2015. You indicated that you did have dependent child(ren) residing in your household 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 19 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. Superior Court, Administrative Office 3 Pemberton Square, Boston, MA, 02108, US Justice 02/04/2013 Justice 02/04/2013 Superior Court, Administrative Office 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 19 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. Summer Ink, Inc. 946 Great Plain Ave, Needham, MA, 02492, US Employee 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 One McKinley, LLC One McKinley Square, Boston, MA, 02109, US 50% $20,001 to 40,000 during 2015, and provide the required information for each. The Book Club Cookbook 50 Richardson Drive, Needham, MA, 02492 The Book Club Cookbook 50 Richardson Drive, Needham, MA, 02492 Summer Ink, Inc 946 Great Plain Ave, No. 196, Needham, MA, 02492 Page 3 of 19 dependent child(ren) residing in your household during 2015, 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 2015, whether One McKinley, LLC One McKinley Square, Boston, MA, 02109, US Officer $20,001 to 40,000 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 19 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 One McKinley Square, 4th Floor, Boston, MA, 02109, US 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. Page 5 of 19 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 19 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. 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. Page 7 of 19 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. 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. Page 8 of 19 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 iShares iBoxx $ Investment Grade Corporate Bond ETF(LQD) F, S/C Baird Core Plus Bond Fund Investor Class(BCOSX) F, S/C John Hancock Fds II Strategic Opportunities Fd Class I(JIPIX) F, S/C Metropolitan West Total Return Bond Fund(MWTRX) F, S/C Amana Mutual Funds Trust Growth Fund(AMAGX) F, S/C American Funds EuroPacific Growth Cl F-1 Shs(AEGFX) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 9 of 19 Fundamental Investors, Class F01 Shares(AFIFX) F, S/C Baron Growth Fund(BGRFX) F, S/C Ivy Asset Strategy Fund Class A(WASAX) F, S/C Lazard Emerging Markets Equity Portfolio Open Shares(LZOEX) F, S/C Nuveen Tradewinds Value Opportunities Fund Cl R(NVORX) F, S/C Oppenheimer Rising Dividends Fund, Inc. Class A(OARDX) F, S/C Royce Premier Fund Investment Class(RYPRX) F, S/C Massachusetts Financial Emerging Growth Trust A(MFEGX) F, S/C Page 10 of 19 iShares Core S&P 500 ETF(IVV) F, S/C SPDR Barclays Short Term Corporate Bond ETF(SCPB) F, S/C Vanguard Total International Bond ETF(BNDX) F, S/C iShares Core S&P Mid-Cap ETF(IJH) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C iShares US Preferred Stock ETF(PFF) F, S/C WisdomTree Emerging Markets Corporate Bond Fund(EMCB) F, S/C WisdomTree Managed Futures Strategy Fund(WDTI) F, S/C Page 11 of 19 Ford Motor Company Common Stock(F) F, S/C Schwab Tax-Free Bond Fund(SWNTX) F, S/C The Travelers Companies, Inc. Common Stock(TRV) F, S/C FMI International Fund(FMIJX) F, S/C Glenmede Large Cap Growth Ptf(GTLLX) F, S/C JPMorgan Equity Income Fund A(OIEIX) F, S/C Northern Funds Small Cap Core Fund(NSGRX) F, S/C Page 12 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, 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 Invesco Technology Fd Cl A Shs(ITYAX) Fidelity Advisor Growth Opportunities Fund T Shares(FAGOX) CGM Advisor Targeted Equity Fd Cl A(NEFGX) Public Storage Common Stock(PSA) American Century One Choice Portfolio: Aggressive Investor Class(AOGIX) Page 13 of 19 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. Middlesex Savings Bank Box 5210, Westborough, MA, 01581 5210, US 10 years 3.75 2021 Page 14 of 19 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? Obligor Amount Outstanding Amount Mortgage Term Interest Rate (%) Termination Year One McKinley Square, 4th Floor, Boston, MA, 02109, $100,001 or more $60,001 to 100,000 15 years 5 2017 Creditor Eastern Bank Creditor 265 Franklin Street, Boston, MA, 02110, 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 Page 15 of 19 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 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. Page 16 of 19 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 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 17 of 19 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 18 of 19 I, Peter B Krupp, 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 19 of 19 |