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4862 Elizabeth F Denniston 2016 Statement of Financial Interests for 2016 Denniston Elizabeth F (857) 400-5431 elizabeth.f.denniston@state.ma.us You indicated that you did have a spouse residing in your household during 2016. You indicated that you had no dependent child(ren) residing in your household at any time during 2016. 1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate. Page 1 of 18 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Executive Office for Administration & Finance (A&F) 24 Beacon Street, State House, Room 373, Boston, MA, 02133, US Associate General Counsel 11/27/2017 $60,001 to 100,000 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 2016, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Federal Judge Ronnie Abrams, the Southern District of New York 40 Foley Square, New York, NY, 10007, US Clerk Consultant / Contractor? Services Provided services, at any time during 2016, whether compensated or not, and whether full- or part-time. any time during 2016, 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 2016, and provide its address. Page 2 of 18 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 2016, whether compensated or not, and whether full- or part-time, and provide the required information for each. BlackRock 55 East 52nd Street, New York, NY, 10055, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2016, and provide the required information for each. Page 3 of 18 during 2016, and provide the required information for each. BlackRock Strategic Investors, LP 40 East 52nd St, New York, NY, 10022, US Special Credit Opportunities (GenPar) Holdings, LP 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master Carry, LP Blue Peninsula Seri 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP Boardwark I Series 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP BOPA1 Series 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP Coastline Series 40 East 52nd St, New York, NY, 10022, US Facultas Fund (GenPar), LLC 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP Fair Lane Series 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP Multi-Alternative Opportu 40 East 52nd St, New York, NY, 10022, US BlackRock ASG Master, LP Oak Marsh Series 40 East 52nd St, New York, NY, 10022, US ASG United Educators/Sochi FUnd 40 East 52nd St, New York, NY, 10022, US ASG The Warranty Group B Shadow 40 East 52nd St, New York, NY, 10022, US Page 4 of 18 dependent child(ren) residing in your household during 2016, 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 2016, whether an officer, director, or trustee, at any time during 2016, whether compensated or not, and whether full- or part-time, and provide the required information for each. Minds Matter Boston P.O. Box 51066, Boston, MA, 02205, US Director Alignment Artist Capital 1270 6th Ave, New York, NY, 10020, US Director Page 5 of 18 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2016, and which had an assessed value greater than $1,000, and provide the required information for each Real and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2016, 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, 2016, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Page 6 of 18 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, 2016, 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 2016, 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 2016, and provide the required information for each piece of Real Estate transferred. Page 7 of 18 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2016, 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, 2016, 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, 2016, 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 18 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, 2016, 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, 2016, 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, 2016, 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, 2016, and which had a fair market value as of that date greater than $1,000, and provide the required information for each. Page 9 of 18 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, 2016, 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 SPDR EURO STOXX 50 Currency Hedged ETF(HFEZ) ishares Gold Trust(IAU) Schwab Emerging Markets Equity ETF(SCHE) iShares Currency Hedged MSCI Japan ETF(HEWJ) Market Vectors J.P. Morgan EM Local Currency Bond ETF(EMLC) Page 10 of 18 Vanguard Total Bond Market ETF(BND) Vanguard Total Stock Market ETF(VTI) Vanguard Total World Stock Index ETF(VT) PIMCO Commodity Real Return Strategy Class D(PCRDX) iShares S&P SmallCap 600 Growth ETF(IJT) iShares S&P Mid-Cap 400 Growth ETF(IJK) Page 11 of 18 iShares S&P 500 Growth ETF(IVW) Vanguard FTSE Developed Markets ETF(VEA) American Funds Capital World Growth & Income Fund Class F-1 Shs(CWGFX) American Funds EuroPacific Growth Cl F-1 Shs(AEGFX) American Funds Investment Co of America Cl F-1 Shs(AICFX) New Perspective Fund, Class F-1 Shares(NPFFX) Page 12 of 18 American Funds SMALLCAP World C(SCWCX) American Funds SMALLCAP World Cl F-1 Shs(SCWFX) BlackRock, Inc. Common Stock(BLK) 27. Identify every Financial Investment that was owned as of December 31, 2016, 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, 2016, 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. Page 13 of 18 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, 2016, 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. Primary Residence, on which more than $1,000 was owed as of December 31, 2016, 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 or any mortgage identified in response to Question 30, on which more than $1,000 was owed as of December 31, 2016, 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, sister, brother, niece, nephew, or the spouse of any such relative, and Page 14 of 18 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2016, 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, 2016, 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 2016, 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 2016, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, Page 15 of 18 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2016 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 2016 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 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 2016 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 37, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2016 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 2016 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 16 of 18 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 2016 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 2016, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2016? Page 17 of 18 I, Elizabeth F Denniston, certify under the pains and penalties of perjury that: Submitted: 04/26/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2016 Page 18 of 18
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