{"database": "sfi", "table": "search_index_fts", "rows": [[28512, "Vickie L Henry 2022", "Statement of Financial Interests for 2022\nHenry\nVickie L\n(617) 626-7940\nvickie.henry@jud.state.ma.us\nYou indicated that you did have a spouse residing in your household during 2022.\nYou indicated that you did have dependent child(ren) residing in your household during 2022.\nPage 1 of 23\nMassachusetts\nAppeals Court\nJohn Adams Courthouse, One\nPemberton Square, Boston,\nMA, 02108, US\nAssociate\nJustice\n12/22/2015\nto which you provided services, at any time during 2022, whether compensated or not, and whether full- or part-time.\nservices, at any time during 2022, whether compensated or not, and whether full- or part-time.\nPublic Agency\nPublic Agency Name\nConsultant /\nServices Provided\nContractor?\nFederal\nU.S. Congress\nHon. Jake\nAuchincloss, 1524\nLongworth House\nOffice Building,\nWashington, D.C, DC,\n20515, US\nIntern\nany time during 2022, whether compensated or not, and whether full- or part-time, and provide the required information\nBoston\nUniversity\nSchool of\nLaw\n765 Commonwealth Ave.,\nBoston, MA, 02215, US\nEmployee\n$5,001 to 10,000\nPage 2 of 23\n6. Identify any Business from which you were on a leave of absence at any time during 2022, and provide its address.\nan employee, manager, consultant, or independent contractor at any time during 2022, whether compensated or not,\nWee Care JP\n\u00fe\n305 Lamartine Street, Jamaica\nPlain, MA, 02130, US\nConsultant\nWee Care JP\n305 Lamartine , Jamaica\nPlain, MA, 02130, US\nEmployee\nHornblower Cruises and\nEvents, LLC\n1 Long Wharf, Boston, MA,\n02110, US\nEmployee\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2022, and\nduring 2022, and provide the required information for each.\nPage 3 of 23\ndependent child(ren) residing in your household during 2022, and provide the required information for each.\n11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2022, whether\nan officer, director, or trustee, at any time during 2022, whether compensated or not, and whether full- or part-time, and\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2022,\nF, S/C\nPage 4 of 23\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022,\n2022, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate\n31, 2022, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real\nperson or entity by you, or by a Trust of which you were a beneficiary, at any time during 2022, and provide the required\nPage 5 of 23\nwas a beneficiary, at any time during 2022, and provide the required information for each piece of Real Estate transferred.\n2022, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the\ngreater than $1,000, on which, as of December 31, 2022, your spouse and/or any dependent child(ren) residing in your\nPage 6 of 23\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2022, and which had a fair\ndependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2022, and which\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which you were a beneficiary, whether\nPage 7 of 23\nagencies, and authorities, which was owned as of December 31, 2022, by a Trust of which your spouse and/or any\nPage 8 of 23\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2022, and which\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nFidelity\nInvestments\nF, S/C\nMutual Fund\nBoston, MA\n155 Congress\nStreet, Boston,\nMA, 02110, US\nCalvert Global\nWater Fund Class\nA(CFWAX)\nF, S/C\nFidelity Advisor\nNew Insights\nClass A @ FNIAX\nF, S/C\nCommon Stock\nDelaware\n82 Devonshire\nStreet, Boston,\nMA, 02109, US\nElizabeth\nLindholm\nF, S/C\nDebt owed\nMassachusetts\n18 Jerome Street,\nBoston, MA,\n02125, US\nVanguard Total\nStock Market\nIndex Fd Admiral\nShs(VTSAX)\nF, S/C\nLaurie Gobeil\nF, S/C\nLoan\n64 Carrie Ann\nLane, Fitchburg,\nMA, 01420, US\nPage 9 of 23\nBlueHub Loan\nFund, Inc.\nF, S/C\nPromissory Note\nMassachusetts\n10 Malcolm X\nBoulevard,\nBoston, MA,\n02119, US\nEastern Bank\nCorporation\nF, S/C\nCommon Stock\nMassachusetts\n265 Franklin\nStreet, Boston,\nMA, 02110, US\nVanguard Total\nStock Market\nETF(VTI)\nF, S/C\nGingko Bioworks\nF, S/C\nCommon Stock\nDelaware\n27 Drydock Ave\n8th Floor,\nBoston, MA,\n02210, US\nCalvert Social\nIndex Srs,\nCalvert Social\nIndex Fd Cl\nA(CSXAX)\nCalvert Global\nWater Fund Class\nA(CFWAX)\nFidelity Insti\nMoney Market\nFunds Money\nMarket Port Inst Cl(FNSXX)\nF, S/C\nJanus Henderson\nFunds JIGFX\nMutual Fund\nBoston MA\n53 State St\n21st , Boston,\nMA, 02108, US\nPage 10 of 23\nJohn Hancock Fds\nII, Alternative\nAsset Allocation\nFund Class\nI(JAAIX)\nThrivent Mid Cap\nStock Fund Class\nI(TMSIX)\nThrivent Small\nCap Stock Fund\nClass I(TSCSX)\nVanguard Dividend\nAppreciation ETF\nVIG\nASG Managed\nFutures Strategy\nFund Class\nY(ASFYX)\nF, S/C\nAmerican Century\nSmall Cap Growth\nFund - Inst\nCl(ANONX)\nF, S/C\nFPA Queens Road\nSmall Cap QRSAX\nGoldman Sachs\nEqual Weight US\nLarge Cap GSEW\nETF\nMulvern PA\n100 Vanguard\nBlvd, Mulvern,\nPA, 19355, US\nF, S/C\nMutual Fund\nCalifornia\n11601 Wilshire\nBoulevard, Suite\n1200, Los\nAngeles, CA,\n90025, US\nF, S/C\nMutual Fund\nDelaware\n125 High Street\n#1700, Boston,\nMA, 02110, US\nPage 11 of 23\niShares 7-10 Year\nTreasury Bond\nETF(IEF)\nF, S/C\nMainstay Mackay\nShort Duration\nHigh Yield\nF, S/C\nNew World Fund,\nInc., Class F-2\nShs(NFFFX)\nF, S/C\nNuveen\nMassachusetts\nMuni Bd Fd Cl\nR(NBMAX)\nF, S/C\nSPDR Select\nSector Fund Health Care(XLV)\nF, S/C\nT. Rowe Price New\nAmerica Growth\nFd(PRWAX)\nF, S/C\nThornburg\nStrategic Income\nFund Class I\nShs(TSIIX)\nF, S/C\nHigh Yield Debt\nSecurities\nDelaware\n38 Chauncy St\n11th floor,\nBoston, MA,\n02108, US\nPage 12 of 23\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2022,\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nMarsh & McLennan\nCompanies, Inc.\nCommon Stock(MMC)\nBlackRock Global\nAlloc C(MCLOX)\nCalvert Aggressive\nAllocation Fund\nClass A(CAAAX)\nInvesco S&P 500\nIndex Fund Class\nA(SPIAX)\nCalvert US Large\nCap Core\nMutual Fund\nMissouri\nP.O. Box 219544, Kansas\nCity, MO, 64121 9544, US\nPage 13 of 23\nCalvert Small Cap\nValue Class\nA(CCVAX)\nIvy Asset Strategy\nFund Class C(WASCX)\nCalvert Aggressive\nAllocation Fund\nClass A(CAAAX)\nHartford Capital\nAppreciation Fund Class A(ITHAX)\nVanguard Total\nStock Market Index\nFd Admiral\nShs(VTSAX)\nBlackRock Global\nAlloc A(MDLOX)\nPage 14 of 23\nSun Initiative\nFinancing LLC\nNote\nMassachusetts\n10 Malcolm X Boulevard,\nBoston, MA, 02119, US\nEastern Bank\nCorporation\nCommon Stock\nMassachusetts\n265 Franklin Street,\nBoston, MA, 02110, US\nMutual Fund\nMissouri\nP.O. Box 219544, Kansas\nCity, MO, 64121, US\nMutual Fund\nMissouri\nP.O. Box 219544, Kansas\nCity, MO, 64121 9544, US\nIvy Asset Strategy\nFund Class A(WASAX)\nCalvert US Large\nCap Core\nResponsible Index\nAmana Growth Fund\nInstitutional\nClass(AMIGX)\nCSVIX\nPage 15 of 23\nMFS Blended\nResearch\nInternational\nEquity Fund - Class\nI(BRXIX)\nMFS Diversified\nTarget Return Fund\nClass I(DVRIX)\nNeuberger Berman\nLarge Cap Value Fd\nInst Cl(NBPIX)\nNew World Fund,\nInc., Class F-2\nShs(NFFFX)\nParnassus Mid Cap\nFund - Investor\nShares(PARMX)\nMFS Aggressive\nGrowth Allocation\nFund - Class\nC(MCAGX)\nPage 16 of 23\n27. Identify every Financial Investment that was owned as of December 31, 2022, by a Trust of which you were a\nPage 17 of 23\nDecember 31, 2022, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a\nName of Issuer\nDescription of\nPrincipal Place of Business or\nInvestment\nState of Incorporation\nCommon Stock\nClearbridge Select\nCL I\nGoldman Sachs GQG\nPartners Opptys\nGSINX\nEastern Bank\nCorporation\nIssuer Address\nName of Trust\nMassachusetts\n83 May Street,\nJamaica Plain,\nMA, 02130, US\nThe Vickie\nL. Henry\nIrrevocable\nTrust 2001\nMutual Fund\nDelaware\n82 Devonshire\nStreet,\nBoston, MA,\n02109, US\nMutual Fund\nDelaware\n125 High\nStreet #1700,\nBoston, MA,\n02110, US\nAMG Yacktman\nFund(YACKX)\nTouchstone Midcap\nFund Class Y(TMCPX)\nPage 18 of 23\nthan $1,000 was owed as of December 31, 2022, where the creditor (person who loaned you the money) is not, by blood\nMr. Cooper\nP.O. Box 650783, Dallas,\nTX, 75265 0783, US\n15\n3\n2027\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2022, which you were obligated to pay and\n31, 2022, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and\nPage 19 of 23\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2022, IF the person to whom\nhousehold owed as of December 31, 2022, if the person to whom your spouse and/or any dependent child(ren) residing in\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2022,\nresiding in your household and were forgiven at any time during 2022, excluding debts forgiven by a person who is, by blood\nPage 20 of 23\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2022 by any legislative\nyou received at any time during 2022 from any person having a direct interest in legislation, legislative action, or a matter\nbefore a governmental body.\nresiding in your household at any time during 2022 by any legislative agent or executive agent (lobbyist).\n37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37,\nprovided to your spouse and/or dependent child(ren) residing in your household at any time during 2022 by any person\nhaving a direct interest in legislation, legislative action, or a matter before a governmental body.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2022 by any person having\na direct interest in legislation, legislative action, or a matter before a governmental body.\nPage 21 of 23\nresiding in your household at any time during 2022 by any person having a direct interest in legislation, legislative action, or\na matter before a governmental body.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2022, own anything that you\nhave not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2022?\nPage 22 of 23\nI, Vickie L Henry, certify under the pains and penalties of perjury that:\nSubmitted: 04/24/2023\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2022\nPage 23 of 23"]], "columns": ["rowid", "title", "search_1"], "primary_keys": ["rowid"], "primary_key_values": ["28512"], "units": {}, "query_ms": 0.9665302932262421, "source": "State Ethics Commission", "source_url": "https://www.mass.gov/file-or-view-statements-of-financial-interests-sfi", "license": "ODbL", "license_url": "https://opendatacommons.org/licenses/odbl/"}