search_index_fts: 30827

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30827	Tristan R Israel 2023	Statement of Financial Interests for 2023 Israel Tristan R (508) 693-0196 tristan.r@verizon.net You indicated that you did have a spouse residing in your household during 2023. You indicated that you had no dependent child(ren) residing in your household at any time during 2023. Page 1 of 37 Dukes County Commission P.O.190, Edgartown, MA, 02539, US County Commission 01/01/2008 12/31/2024 to which you provided services, at any time during 2023, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Consultant / Services Provided Contractor? Municipal Council on Aging 34 Pinetree Rd, Tisbury, MA, 02568, Board Member Regional Climate Action Taskforce 33 New York Ave, Oak Bluffs, MA, 02557, US Board Member services, at any time during 2023, whether compensated or not, and whether full- or part-time. any time during 2023, whether compensated or not, and whether full- or part-time, and provide the required information Tristan's Landscape þ 77 Snake Hollow, Tisbury, MA, 02568, US Manager Page 2 of 37 6. Identify any Business from which you were on a leave of absence at any time during 2023, and provide its address. an employee, manager, consultant, or independent contractor at any time during 2023, whether compensated or not, Island Taxidermy þ 77 Snake Hollow, Tisbury, MA, 02568, US owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2023, and Percentage of stock Tristan's Landscape 77 Snake Hollow, Tisbury, MA, 02568, US 100% during 2023, and provide the required information for each. Island Taxidermy 77 Snake Hollow, Tisbury, MA, 02568, US dependent child(ren) residing in your household during 2023, and provide the required information for each. Page 3 of 37 11. Identify any Business in which you served as an officer, director, or trustee, at any time during 2023, whether WMVY Radio 121 Carols way, Tisbury, MA, 02568, US Trustee an officer, director, or trustee, at any time during 2023, whether compensated or not, and whether full- or part-time, and 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2023, F, S/C Page 4 of 37 and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate 31, 2023, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2023, and provide the required Page 5 of 37 was a beneficiary, at any time during 2023, and provide the required information for each piece of Real Estate transferred. 2023, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the greater than $1,000, on which, as of December 31, 2023, your spouse and/or any dependent child(ren) residing in your Page 6 of 37 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2023, and which had a fair dependent child(ren) residing in your household owned directly or through a Business, as of December 31, 2023, and which agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which you were a beneficiary, whether Page 7 of 37 agencies, and authorities, which was owned as of December 31, 2023, by a Trust of which your spouse and/or any Page 8 of 37 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2023, and which Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Apple Inc. Common Stock(AAPL) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C SPDR Gold Trust(GLD) F, S/C Chevron Corporation Common Stock(CVX) F, S/C Exxon Mobil Corporation Common Stock(XOM) F, S/C Lincoln Financial Group F, S/C Annuity Indiana Box 3248, Fort Wayne, IN, 46801 2348, US Page 9 of 37 United Parcel Service Inc F, S/C Bond Georgia 55 Glenlake Parkway N.E., Atlanta, GA, 30328, US Chubb INA Holdings Inc F, S/C Bond Pennsylvania 436 Walnut St., Philadelphia, PA, 19106, US Toyota Motor Credit Corp F, S/C Bond Texas 6565 Headquarters Drive, Plano, TX, 75024, US Home Depot Inc/The F, S/C Bond Georgia 2455 Paces Ferry Rd., Atlanta, GA, 30339, US Metlife Inc F, S/C Bond Rhode Island 755 Tower Hill Rd., North Kingston, RI, 02852, US Northrop Grumman Corp F, S/C Bond Virginia 2980 Fairview Park Drive, Falls Church, VA, 22042, US AT&T inc F, S/C Bond Texas 208 S. Akard St., Dallas, TX, 75202, US Boston Properties LP F, S/C Bond Massachusetts 800 Boyleston St., Boston, MA, 02199 8103, US Page 10 of 37 Fedex Corp F, S/C Bond Tennessee 942 South Shady Grove Rd, Memphis, TN, 31820, US Capital One Financial Group F, S/C Bond Virginia 1680 Capital One Drive, Mclean, VA, 22102 3491, Verizon Communications inc F, S/C Bond New York 140 West St., New York City, NY, 10007, US Comcast Corp F, S/C Bond Pennsylvania 1 Comcast Ctr. 1701 JFK Blvd., Philadelphia, PA, 19103, US Applied Matierials Inc F, S/C Bond California 3050 Bowers Ave, Santa Clara, CA, 95054, US Autozone Inc F, S/C Bond Tennessee 123 S. Front St., Memphis, TN, 38103, US CSX Corp F, S/C Bond Florida 500 Water St. 15th Floor, Jacksonville, FL, 32202, US American Electric Power Co Inc F, S/C Bond Ohio 1 Riverside Plaza, Columbus, OH, 43215, US Page 11 of 37 Dominion Energy Inc F, S/C Vanguard Total World Stock Index ETF(VT) F, S/C Enterprise Products Partners L.P. Common Stock(EPD) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C Northrop Grumman Corporation Common Stock(NOC) F, S/C Keurig Green Mountain, Inc. Common Stock(GMCR) F, S/C AutoZone, Inc. Common Stock(AZO) F, S/C Chevron USA Inc F, S/C Bond Virginia 120 Tredegar St, Richmond, VA, 23219, US Bond California 6001 Bollinger Canyon Rd., San Ramon, CA, 94583, Page 12 of 37 American Finance Corp F, S/C Bond California 20800 Madrona Ave, Torrance, CA, 90503, US Beckton Dickinson and Co F, S/C Bond New Jersey 1 Beckton Drive, Franklin Lakes, NJ, 07417, US BAT Capital Group F, S/C Bond Deleware 103 Foulk Rd. Suite 120, Wilmington, DE, 19803, US United health Group F, S/C Bond Minnesota P.O. Box 1459, Minneapolis, MN, 55440, US Exelon Corp F, S/C Bond Illinois 10 S Dearborn St, , Chicago, IL, 60603, US Alphabet Inc F, S/C Bond California 1600 Amphitheatre , Parkway Mountain View, CA, 94043, US Lockheed Martin Corp F, S/C Bond Maryland 6801 Rockledge Drive , Bethesda, MD, 20817, US TWDC Enterprises F, S/C Bond California 500 South Buena Vista , South Burbank, CA, 91521, US Page 13 of 37 Keurig Dr Pepper Inc F, S/C Bond Massachusetts 53 South Avenue, Burlington, MA, 01803, US Welltower Inc F, S/C Bond Ohio 500 Dorr Street , Toledo, OH, 43615, US Kinder Morgan F, S/C Bond Texas 1001 Louisiana Street, Suite 1000 , Houston, TX, 77002, US Fiserv Inc F, S/C Bond Wisconsin 255 Fiserv Dr , Brookfield, WI, 53045, US Starbucks Inc F, S/C Bond New York 665 Broadway, New York, NY, 10012, General Motors Financial Co. Inc. F, S/C Bond Texas 801 Cherry Street Suite 3500 , Fort Worth, TX, 76102, AON Corp F, S/C Bond Illinois 200 East Randolph Street , Chicago, IL, 60601, US Waste Management F, S/C Bond Texas 800 Capitol Street, Suite 3000 , Houston, TX, 77002, US Page 14 of 37 Sherwin Williams F, S/C SPDR Select Sector Fund Technology(XLK) F, S/C AbbVie Inc. Common Stock(ABBV) F, S/C Abbott Laboratories Common Stock(ABT) F, S/C Accenture plc. Class A Ordinary Shares (Ireland) (ACN) F, S/C Ameren Corporation Common Stock(AEE) F, S/C American Electric Power Company, Inc. Common Stock(AEP) F, S/C Analog Devices, Inc. - Common Stock(ADI) F, S/C Bond Ohio 101 W. Prospect Ave., Cleveland, OH, 44115, US Page 15 of 37 Automatic Data Processing, Inc. - Common Stock(ADP) F, S/C AvalonBay Communities, Inc. Common Stock(AVB) F, S/C Avery Dennison Corporation Common Stock(AVY) F, S/C Bank of America Corporation Common Stock(BAC) F, S/C Becton, Dickinson and Company Common Stock(BDX) F, S/C BlackRock, Inc. Common Stock(BLK) F, S/C The Blackstone Group L.P. Common Units Representing Limited Partnership Interests(BX) F, S/C Booz Allen Hamilton Holding Corporation Common Stock(BAH) F, S/C Page 16 of 37 Bristol-Myers Squibb Company Common Stock(BMY) F, S/C Cisco Systems, Inc. - Common Stock(CSCO) F, S/C CME Group Inc. Class A Common Stock(CME) F, S/C CMS Energy Corporation Common Stock(CMS) F, S/C Coca-Cola Company (The) Common Stock(KO) F, S/C Comcast Corporation Class A Common Stock(CMCSA) F, S/C ConocoPhillips Common Stock(COP) F, S/C Crown Castle International Corp. (REIT) Common Stock(CCI) F, S/C Page 17 of 37 Cummins Inc. Common Stock(CMI) F, S/C DTE Energy Company Common Stock(DTE) F, S/C Eaton Corporation, PLC Ordinary Shares(ETN) F, S/C Electronic Arts Inc. - Common Stock(EA) F, S/C Elevance Health F, S/C Entergy Corporation Common Stock(ETR) F, S/C EOG Resources, Inc. Common Stock(EOG) F, S/C Eversource Energy (D/B/A) Common Stock(ES) F, S/C Common Stock Indiana 220 Virginia Ave, Indianapolis, IN, 46204, US Page 18 of 37 Home Depot, Inc. (The) Common Stock(HD) F, S/C Honeywell International Inc. Common Stock(HON) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C KLA-Tencor Corporation Common Stock(KLAC) F, S/C Lam Research Corporation Common Stock(LRCX) F, S/C Linde PLC F, S/C Lockheed Martin Corporation Common Stock(LMT) F, S/C Page 19 of 37 Marsh & McLennan Companies, Inc. Common Stock(MMC) F, S/C McDonald's Corporation Common Stock(MCD) F, S/C Medtronic plc. Ordinary Shares(MDT) F, S/C Merck & Company, Inc. Common Stock (new)(MRK) F, S/C Microchip Technology Incorporated Common Stock(MCHP) F, S/C Mondelez International, Inc. - Class A Common Stock(MDLZ) F, S/C Morgan Stanley Common Stock(MS) F, S/C NextEra Energy, Inc. Common Stock(NEE) F, S/C Page 20 of 37 Nike, Inc. Common Stock(NKE) F, S/C Northrop Grumman Corporation Common Stock(NOC) F, S/C Packaging Corporation of America Common Stock(PKG) F, S/C Parker-Hannifin Corporation Common Stock(PH) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C Philip Morris International Inc Common Stock(PM) F, S/C PNC Financial Services Group, Inc. (The) Common Stock(PNC) F, S/C PPG Industries, Inc. Common Stock(PPG) F, S/C Page 21 of 37 Procter & Gamble Company (The) Common Stock(PG) F, S/C Texas Instruments Incorporated Common Stock(TXN) F, S/C Trane Technologies F, S/C Union Pacific Corporation Common Stock(UNP) F, S/C United Parcel Service, Inc. Common Stock(UPS) F, S/C UnitedHealth Group Incorporated Common Stock (DE) (UNH) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Waste Management, Inc. Common Stock(WM) F, S/C Common Stock Ireland 170/175 Lakeview Drive, Dublin, Ireland Page 22 of 37 WEC Energy Group, Inc. Common Stock(WEC) F, S/C Wells Fargo & Company Common Stock(WFC) F, S/C Campbell Soup F, S/C Bond New Jersey 1 Camden Place, Camden, NJ, 08103, US Citi Group Inc F, S/C Bond New York 388 Greenwich Street, New York, NY, 10013, US Regions Financial Corp F, S/C Bond Alabama 250 Riverchase Parkway, Birmingham, AL, 35244, US ERP Operating LP F, S/C Bond Chicago 2 North Riverside Plaza #400, Chicago, IL, 60606, US Expedia Group F, S/C Bond Seatle 1111 Expedia Group Way West, Seatle, WA, 98119, US McDonalds Corp F, S/C Bond Chicago 110 Carpenter Street, Chicago, IL, 60607, US Page 23 of 37 Air Products & Chemicals F, S/C Bond Pennsylvania 1900 Air Products Blvd, Allentown, PA, 18106 5500, Marriot International Inc. F, S/C Bond Maryland 7750 Wisconsin Ave, Bethesda, MD, 20814, US Sumtomo Mitsui Financial Group Inc F, S/C Bond Japan 1-1-2, Marunouchi, Chiyoda-ku, Chiyoda-ku, Japan AIM Premier Portfolio Institutional Class(IPPXX) F, S/C QUALCOMM Incorporated Common Stock(QCOM) F, S/C Adobe Systems Incorporated Common Stock(ADBE) F, S/C Agilent Technologies, Inc. Common Stock(A) F, S/C American Tower Corporation (REIT) Common Stock(AMT) F, S/C Page 24 of 37 Amphenol Corporation Common Stock(APH) F, S/C Ball Corporation Common Stock(BLL) F, S/C Bank of New York Mellon Corporation (The) Common Stock(BK) F, S/C Avago Technologies Limited Ordinary Shares(AVGO) F, S/C Charles Schwab Corporation (The) Common Stock(SCHW) F, S/C Danaher Corporation Common Stock(DHR) F, S/C Dollar General Corporation Common Stock(DG) F, S/C Ecolab Inc. Common Stock(ECL) F, S/C Page 25 of 37 Fidelity National Information Services, Inc. Common Stock(FIS) F, S/C Gartner, Inc. Common Stock(IT) F, S/C General Mills, Inc. Common Stock(GIS) F, S/C Genuine Parts Company Common Stock(GPC) F, S/C IDEX Corporation Common Stock(IEX) F, S/C IDEXX Laboratories, Inc. - Common Stock(IDXX) F, S/C Illinois Tool Works Inc. Common Stock(ITW) F, S/C Intercontinental Exchange Inc. Common Stock(ICE) F, S/C Page 26 of 37 Intuit Inc. Common Stock(INTU) F, S/C Intuitive Surgical, Inc. Common Stock(ISRG) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Mastercard Incorporated Common Stock(MA) F, S/C Lowe's Companies, Inc. Common Stock(LOW) F, S/C TE Connectivity Ltd. New Switzerland Registered Shares(TEL) F, S/C Thermo Fisher Scientific Inc Common Stock(TMO) F, S/C TJX Companies, Inc. (The) Common Stock(TJX) F, S/C Page 27 of 37 ProLogis, Inc. Common Stock(PLD) F, S/C Public Storage Common Stock(PSA) F, S/C Southern Company (The) Common Stock(SO) F, S/C VeriSign, Inc. Common Stock(VRSN) F, S/C Verisk Analytics, Inc. - Common Stock(VRSK) F, S/C Visa Inc.(V) F, S/C Zoetis Inc. Class A Common Stock(ZTS) F, S/C Xylem Inc. Common Stock New(XYL) F, S/C Page 28 of 37 iShares 10-20 Year Treasury Bond ETF(TLH) F, S/C iShares Core MSCI EAFE ETF(IEFA) F, S/C iShares Core S&P 500 ETF(IVV) F, S/C iShares U.S. Financial Services ETF(IYG) F, S/C SPDR Select Sector Fund Industrial(XLI) F, S/C Materials Select Sector SPDR(XLB) F, S/C Vanguard Extended Duration Treasury ETF(EDV) F, S/C Vanguard Intermediate-Term Corporate Bond ETF(VCIT) F, S/C Page 29 of 37 Vanguard Intermediate -Term Government Bond ETF(VGIT) F, S/C Vanguard Short-Term Corporate Bond ETF(VCSH) F, S/C Vanguard Total Bond Market ETF (BND) F, S/C T-Mobile US, Inc. Common Stock(TMUS) F, S/C Piedmont Natural Gas Company, Inc. Common Stock(PNY) F, S/C Centene Corporation Common Stock(CNC) F, S/C Emerson Electric Company Common Stock(EMR) F, S/C Lincoln National Corporation Common Stock(LNC) F, S/C Page 30 of 37 Anheuser-Busch Inbev SA Sponsored ADR (Belgium)(BUD) F, S/C General Dynamics Corporation Common Stock(GD) F, S/C Republic Services, Inc. Common Stock(RSG) F, S/C Totalenergies Capital International SA F, S/C Common Stock France 2, Place Jean Millier, La Défense 6, , Courbevoie, France 92400 State Street Global Advisors F, S/C Boston State Street Global Advisors Channel Center 1 Iron Street Boston, MA 02210 1 Iron Street, Boston, MA, 02210, US Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF(GSLC) F, S/C (JPM) JP Morgan F, S/C Common Stock New York 383 Madison Avenue, , New York, NY, 10017, JP Morgan (JEPI) F, S/C portfolio New York 383 Madison Ave, New York, NY, 10017, US Page 31 of 37 (XLC) (XLY)State Street Global Advisors F, S/C closed end fund Boston, Massachusetts 1 Iron St, Boston, MA, 02210, US Veralto (VLTO) F, S/C Common Stock Waltham, Massachusetts 225 Wyman Street, Suite 250 , Waltham, MA, 02451, US Valero Energy Corporation Common Stock(VLO) F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2023, 27. Identify every Financial Investment that was owned as of December 31, 2023, by a Trust of which you were a Page 32 of 37 December 31, 2023, by a Trust of which your spouse and/or any dependent child(ren) residing in your household was a than $1,000 was owed as of December 31, 2023, where the creditor (person who loaned you the money) is not, by blood Truist Cape Cod Five P.O. Box 10, Orleans, MA, 02653, US 30 4.0 2041 20 4.75 2027 Primary Residence, on which more than $1,000 was owed as of December 31, 2023, which you were obligated to pay and Page 33 of 37 31, 2023, and which your spouse and/or any dependent child(ren) residing in your household were obligated to pay and 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2023, IF the person to whom household owed as of December 31, 2023, if the person to whom your spouse and/or any dependent child(ren) residing in 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2023, Page 34 of 37 residing in your household and were forgiven at any time during 2023, excluding debts forgiven by a person who is, by blood 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2023 by any legislative you received at any time during 2023 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2023 by any legislative agent or executive agent (lobbyist). Page 35 of 37 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2023 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2023 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2023 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2023, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2023? Page 36 of 37 I, Tristan R Israel, certify under the pains and penalties of perjury that: Submitted: 04/07/2024 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2023 Page 37 of 37