{"database": "sfi", "table": "search_index_fts", "rows": [[645, "Anne G Perkins 2015", "Statement of Financial Interests for 2015\nPerkins\nAnne G\nContact Phone Number:\nContact Email :\nYou indicated that you did have a spouse residing in your household during 2015.\nYou indicated that you did have dependent child(ren) residing in your household during 2015.\n1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate.\nPage 1 of 45\n2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide\nthe required information for that position. If you held more than one public position which requires you to file, identify\neach position.\nDepartment of\nHigher Education\n(DHE)\nOne Ashburton Place, Rm.\n1401, Boston, MA, 02108,\nAssociate\nCommissioner\n07/01/2014 06/30/2015\n$40,001 to\n60,000\n3. Other than the position(s) identified in Question 2, identify every public position you held, and every public\nagency to which you provided services, at any time during 2015, whether compensated or not, and whether full- or\npart-time.\nservices, at any time during 2015, whether compensated or not, and whether full- or part-time.\nany time during 2015, whether compensated or not, and whether full- or part-time, and provide the required\n6. Identify any Business from which you were on a leave of absence at any time during 2015, and provide its address.\nPage 2 of 45\n7. Identify every Business for which your spouse and/or any dependent child(ren) residing in your household worked\nas an employee, manager, consultant, or independent contractor at any time during 2015, whether compensated or\nnot, and whether full- or part-time, and provide the required information for each.\nowned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015,\nand provide the required information for each.\nPage 3 of 45\nduring 2015, and provide the required information for each.\n525 Amherst Street LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCarlton Oaks LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran Affordable Holdings LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran Bishop Gibbons, Inc.\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran River Road LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran Skyline LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran Somerville LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nCorcoran Till Rock Carlton LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nHVC C Street LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nJohn M. Corcoran & Co. LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nJohn M. Corcoran Services, Inc.\n100 Grandview Rd., Braintree, MA, 02184, US\nSouthField Commons LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nJMC Holdings LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nWestcott Terrace LLC\n100 Grandview Rd., Braintree, MA, 02184, US\nPage 4 of 45\nLynnfield Commons II LLC\n100 Grandview Rd., Braintree, MA, 02184, US\ndependent child(ren) residing in your household during 2015, 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 2015, whether\nPage 5 of 45\nan officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time,\nand provide the required information for each.\n525 Amherst Street LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCarlton Oaks LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Affordable\nHoldings LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Bishop Gibbons,\nInc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran River Road LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Skyline LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Somerville LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Till Rock Carlton\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nJohn M. Corcoran & Co. LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nSouthField Commons LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nPage 6 of 45\nJohn M. Corcoran & Co.\nServices, Inc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nJMC Holdings LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nLynnfield Commons II LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nWescott Terrace LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nLedge Road LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nAdams Street Village LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nAndover Commons Associates\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nBeverly Commons Associates\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nBrockton Commons Associates\nII LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCanterbury Towers\nApartments LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Administration,\nInc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Arborway LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nPage 7 of 45\nCorcoran Canterbury LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Capital Cove LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Carlton LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Haverhill I, Inc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Lynnfield Realty\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Mammoth LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Management\nCompany, Inc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Parkside LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran River's Edge LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Southfield LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Stevens LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Village Center LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nPage 8 of 45\nCorcoran Walpole Station\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran West Broadway LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nCorcoran Westcott, Inc.\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nFaxon Commons Associates\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nFifty West Broadway LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nFirst Stone Run East LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nForest Hills Arborway LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nHaverhill Commons Limited\nPartnership I\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nJMC Holdings LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nMetroMark Apartments LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nMetroMark Apartments MM LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nMetroMark Holdings LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nPage 9 of 45\nMill Pond Apartments LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nQuincy Commons Associates\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nSchool Street Apartments\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nShrewsbury Commons LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nSouth 128 Associates LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nWeiss Farm Apartments LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nWeymouth Commons Associates\nLLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nWeymouth Commons East\nAssociates Two LLC\n100 Grandview Rd., Braintree, MA,\n02184, US\nOfficer\nPage 10 of 45\n13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nPage 11 of 45\nand/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31,\n2015, and which had an assessed value greater than $1,000, and provide the required information for each Real\nCanterbury Towers, 6\nWachusett Street,\nWorcester, MA, 01609, US\nCommons at Southfield\nHighlands, 200 Trotter\nRoad, Weymouth, MA, 02188,\nLynnfield Commons, 375\nBroadway, Lynnfield, MA,\n01940, US\nMill Pond Apartments, 30\nWashington Street, Taunton,\nMA, 02780, US\nParkside Commons, 100\nStockton Street, Chelsea,\nMA, 02150, US\nRiver's Edge Apartments,\nOne Water Street,\nHaverhill, MA, 01830, US\nSchool Street Apartments,\n31 School Street, Taunton,\nMA, 02780, US\nSkyline Commons, 250\nSkyline Drive, Dracut, MA,\n01826, US\nPage 12 of 45\n15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of\nDecember 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for\neach such Trust and Real Estate holding.\n16. Other than the Real Estate identified in Question 15, identify any Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary and which owned Real Estate in Massachusetts as\nof December 31, 2015, with an assessed value greater than $1,000, and provide the required information for each\nsuch Trust and Real Estate holding.\n17. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, that was transferred to\nanother person or entity by you, or by a Trust of which you were a beneficiary, at any time during 2015, and provide\nthe required information for each Real Estate holding.\nPage 13 of 45\n18. Other than the Real Estate identified in Question 17, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, that was transferred to another person or entity by your spouse and/or any dependent\nchild(ren) residing in your household, or by a Trust of which your spouse and/or any dependent child(ren) residing in\nyour household was a beneficiary, at any time during 2015, and provide the required information for each piece of\nReal Estate transferred.\n19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of\nDecember 31, 2015, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable,\nand provide the required information for each.\n20. Other than the Real Estate identified in Question 19, identify any Real Estate in Massachusetts with an assessed\nvalue greater than $1,000, on which, as of December 31, 2015, your spouse and/or any dependent child(ren) residing\nin your household, or a Trust of which your spouse and/or any dependent child(ren) residing in your household, had a\nlien, attachment, or mortgage receivable, and provide the required information for each.\nPage 14 of 45\nagencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, and which had\na fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 15 of 45\n22. Other than the bonds or other securities identified in Question 21, identify every bond or other security issued by\nthe Commonwealth of Massachusetts or its political subdivisions, agencies, and authorities, which your spouse\nand/or any dependent child(ren) residing in your household owned directly or through a Business, as of December\n31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required information\nfor each such investment.\nName of Bond/ Other Security\nDescription of Investment\nMassachusetts ST\nClg Bldg Auth\nBond\nMendon Upton MA\nRegl Sch Dist\nBond\nMassachusetts ST\nPort Auth\nBond\nMassachusetts ST\nBond\nMassachusetts ST\nClean Wtr Tru\nBond\nNorton MA\nBond\nMassachusetts ST\nFederal Highw\nBond\nPage 16 of 45\nDuxbury MA\nBond\nMassachusetts ST\nWtr Poll Abat\nBond\nWest Springfield\nMA\nBond\nMassachusetts ST\nTurnpike Auth\nBond\nMassachusetts ST\nWtr Res Auth\nBond\nMassachusetts ST\nHlth & Eductnl\nFacs\nBond\nUniv of\nMassachusetts MA\nBldg\nBond\nConcord MA\nBond\nPage 17 of 45\nMassachusetts ST\nTransprtn Fun\nBond\nMassachusetts ST\nDev Fin Agy R\nBond\nMassachusetts ST\nHsg Fin Agyhs\nBond\nBoston MA\nBond\nBelmont MA\nBond\nWorcester MA\nBond\nMassachusetts ST\nHsg Fin Agy\nBond\nPage 18 of 45\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which you were a beneficiary,\nwhether directly or through a Business, and which had a fair market value as of that date greater than $1,000, and\nprovide the required information for each such investment.\nagencies, and authorities, which was owned as of December 31, 2015, by a Trust of which your spouse and/or any\ndependent child(ren) residing in your household was a beneficiary, whether directly or through a Business, and which\nhad a fair market value as of that date greater than $1,000, and provide the required information for each such\ninvestment.\nPage 19 of 45\n25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, and\nwhich had a fair market value as of that date greater than $1,000, and provide the required information for each.\nName of Issuer\nCalvert Global\nWater Fund Class\nA(CFWAX)\nFidelity MSCI\nEnergy Index\nETF(FENY)\nFidelity MSCI\nMaterials Index\nETF(FMAT)\nMarket Vectors\nJunior Gold\nMiners ETF(GDXJ)\nMarket Vectors\nRare Earth\nStrategic Metals\nETF(REMX)\niShares MSCI\nGlobal Gold\nMiners\nFund(RING)\nDescription of Investment\nPrincipal Place of Business or State\nof Incorporation\nPage 20 of 45\nVanguard\nDividend\nAppreciation\nIndex Fund\nAdmiral\nShs(VDADX)\nVanguard REIT\nIndex Fund\nAdmiral\nShares(VGSLX)\nVanguard\nMassachusetts\nTax-Exempt\nFund(VMATX)\nVanguard\nTax-Managed\nCapital\nAppreciation\nFund Admiral\nShares(VTCLX)\nVanguard\nDeveloped\nMarkets Index\nAdmiral(VTMGX)\nVanguard Tax\nManaged Small\nCap Fund Admiral\nCl(VTMSX)\nVanguard Total\nStock Market\nIndex Fd Admiral\nShs(VTSAX)\nVanguard Index\nTrust Total\nStock Market\nIndex\nFund(VTSMX)\nPage 21 of 45\nVanguard\nEmerging Markets\nStock Index Fd\nAdmiral\nShs(VEMAX)\nVanguard\nLong-Term\nTax-Exempt Fd\nAdmiral\nShs(VWLUX)\nMarket Vectors\nGold Miners\nETF(GDX)\nMilwaukee Wis\nTech College\nBond\nWI\n700 W State St,\nMilwaukee, WI,\n53233 1443, US\nMinnesota ST Hsg\nFin Agy FOR\nBond\nMinnesota\n400 N. Sibley\nSt, St. Paul,\nMN, 55101 1998,\nMetuchen N J GO\nBds Ser.2014\nBond\nNew Jersey\n500 Main Street,\nMetuchen, NJ,\n08840 0001, US\nNew York ST Dorm\nAuth Revs Non St\nBond\nNew York\n515 Broadway,\nAlbany, NY,\n12207 0001, US\nMontgomery Cty\nTex Pass Thru\nToll Rev G\nBond\nTexas\n501 North\nThompson,\nConroe, TX,\n77301 0001, US\nPage 22 of 45\nVirginia St Res\nAuthority\nBond\nVirginia\n1111 East Main\nStreet,\nRichmond, VA,\n23219 0001, US\nNorth Dakota\nstate housing\nfinance agency\nBond\nNorth Dakota\n2624 Vermont\nAve, Bismarck,\nND, 58504 0001,\nColorado Water\nRes & Pwr Dev\nAuthority\nBond\nColorado\n1580 Logan St.,\nDenver, CO,\n80203 0001, US\nNew Hampshire\nMunicipal Bond\nBank\nBond\nNew Hampshire\n25 Triangle Park\nDr., Concord,\nNH, 03301 0001,\nMetropolitan\nWashington DC\nArpts Authority\nBond\nDistrict of Columbia\n1 Aviation\nCircle,\nWashington, DC,\n20001 0001, US\nNorth Texas Twy\nAuthority\nBond\nTexas\n5900 West Plano\nParkway, Plano,\nTX, 75026 0928,\nReading PA\nSchool District\nBond\nPennsylvania\nunknown,\nReading, PA,\n19601 0001, US\nWisconsin Ctr\nDistrict Wis Tax\nBond\nWisconsin\n400 W Wisconsin\nAve, Milwaukee,\nWI, 53263 0001,\nPage 23 of 45\nCalexico CA\nUnified School\nDistrict\nBond\nCalifornia\n1030 Encinas\nAve, Calexico,\nCA, 92231 0001,\nLamont CA School\nDistrict\nBond\nCalifornia\n7915 Burgundy\nAve , Lamont,\nCA, 93241 0001,\nNew Jersey St\nTransn Tr Fund\nBond\nNew Jersey\nUnknown,\nTrenton, MA,\n08625 0600, US\nPage 24 of 45\n26. Other than the Financial Investments identified in Question 25, identify every Financial Investment that your\nspouse and/or any dependent child(ren) residing in your household owned directly or through a Business as of\nDecember 31, 2015, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\nName of Issuer\nDescription of Investment\nPrincipal Place of Business or\nState of Incorporation\nApple Inc. Common Stock(AAPL)\nAutomatic Data\nProcessing, Inc. Common Stock(ADP)\nAmerican Electric\nPower Company,\nInc. Common\nStock(AEP)\nEuroPacific Growth\nFund, Class F-2\nShs(AEPFX)\nAlerian MLP\nETF(AMLP)\nPage 25 of 45\nCaterpillar, Inc.\nCommon Stock(CAT)\nCognizant\nTechnology\nSolutions\nCorporation Class A Common\nStock(CTSH)\nChevron\nCorporation Common\nStock(CVX)\nDeere & Company\nCommon Stock(DE)\nWisdomTree\nInternational\nSmallCap Fund(DLS)\nParametric\nEmerging Markets\nFund Investor\nClass(EAEMX)\nPage 26 of 45\nEmerson Electric\nCompany Common\nStock(EMR)\nManning & Napier\nFd, Inc.World\nOpportunities Srs\nCl A(EXWAX)\nFidelity Capital\nand Income\nFund(FAGIX)\nFidelity\nConservative\nIncome Bond\nFd(FCONX)\nFidelity Dividend\nGrowth Fund(FDGFX)\nFEI Company Common Stock(FEIC)\nPage 27 of 45\nFidelity Advisor\nInternational\nDiscovery Fund:\nClass I(FIADX)\nFidelity Advisor\nNew Insights Fund:\nClass I(FINSX)\nFidelity Real\nEstate Pt(FRESX)\nFidelity Value\nStrategies\nFund(FSLSX)\nFidelity Limited\nTerm Municipal\nIncome Fund(FSTFX)\nGeneral Electric\nCompany Common\nStock(GE)\nPage 28 of 45\nWelltower Inc.\nCommon Stock(HCN)\nWisdomTree Europe\nHedged Equity\nFund(HEDJ)\nHotchkis and Wiley\nDiversified Value\nFund Class\nA(HWCAX)\nVoya Global Real\nEstate Fund Class\nA(IGLAX)\nHartford Capital\nAppreciation Fund\n- Class A(ITHAX)\nInvesco Ltd Common\nStock(IVZ)\nPage 29 of 45\niShares Russell\n1000 Value\nETF(IWD)\niShares Russell\n1000 Growth\nETF(IWF)\nJohnson & Johnson\nCommon Stock(JNJ)\nCoca-Cola Company\n(The) Common\nStock(KO)\nMSIFT Mid Cap\nGrowth Class\nA(MACGX)\nMFS International\nDiversification\nFund Class\nA(MDIDX)\nPage 30 of 45\nMFS Series Trust\nX- MFS\nInternational\nValue Fund\nA(MGIAX)\nMSIF International\nEquity Class\nA(MIQBX)\nNuveen\nMassachusetts Muni\nBd Fd Cl A(NMAAX)\nNorthern Funds\nSmall Cap Value\nFund(NOSGX)\nOakmark Fund Cl\nI(OAKMX)\nT. Rowe Price\nEquity Income Fd\nAdvisor Cl(PAFDX)\nPage 31 of 45\nT. Rowe Price\nTax-Free Income\nAdvisor\nClass(PATAX)\nPaychex, Inc. Common Stock(PAYX)\nPepsico, Inc.\nCommon Stock(PEP)\nProcter & Gamble\nCompany (The)\nCommon Stock(PG)\nPIMCO Income Fund\nClass D(PONDX)\nState Farm Small\nCap Index Fund\nLegacy Class A\nShares(SMIAX)\nPage 32 of 45\nSPDR S&P 500(SPY)\nThermo Fisher\nScientific Inc\nCommon Stock(TMO)\nTempleton Global\nBond Fund Class\nA(TPINX)\nTaiwan\nSemiconductor\nManufacturing\nCompany Ltd.(TSM)\nUnited\nTechnologies\nCorporation Common\nStock(UTX)\nVisa Inc.(V)\nPage 33 of 45\nVanguard Energy\nETF(VDE)\nVanguard European\nStock Index\nFund(VEURX)\nVanguard\nShort-Term\nInvestment Grade\nFund Investor\nShrs(VFSTX)\nVanguard FTSE\nAll-World ex-US\nIndex Fd\nAdmiral(VFWAX)\nVanguard Health\nCare ETF DNQ(VHT)\nVanguard Small-Cap\nValue Index Fd\nAdmiral(VSIAX)\nPage 34 of 45\nVanguard Small Cap\nIndex Fd Admiral\nShs(VSMAX)\nVanguard FTSE\nAll-Wld ex-US SmCp\nIdx ETF(VSS)\nVanguard Value ETF\n- DNQ(VTV)\nVanguard Value\nIndex Fd Admiral\nShs(VVIAX)\nVanguard Extended\nMarket ETF DNQ(VXF)\nVerizon\nCommunications\nInc. Common\nStock(VZ)\nPage 35 of 45\nWm. Blair Funds\nInternational\nGrowth Fund Cl\nN(WBIGX)\nWm. Blair Funds\nSmall Cap Growth\nFund Cl N(WBSNX)\nSPDR Select Sector\nFund Financial(XLF)\nVanguard Emerging\nMarkets Stock\nIndex Fd Admiral\nShs(VEMAX)\nVanguard\nSpecialized\nPortfolios Energy\nFund(VGENX)\nVanguard Mid-Cap\nValue Index Fd\nAdmiral(VMVAX)\nPage 36 of 45\nWisdomTree\nEmerging Market\nSmallCap Fund(DGS)\nVanguard Global\nex-U.S. Real\nEstate ETF(VNQI)\nBlackRock High\nYield Bond\nPortfolio\nBlackRock\nCl(BRHYX)\nAcadian Emerging\nMarket Portfolio\nInstl Cl(AEMGX)\nInvesco\nConvertible\nSecurities Fund\nClass Y(CNSDX)\nOppenheimer\nDeveloping Markets\nFund Class\nI(ODVIX)\nPage 37 of 45\nRoyce Pennsylvania\nMutual Fund\nService\nClass(RYPFX)\nTransamerica\nInternational\nSmall Cap Value\nI(TISVX)\nWFA Special Mid\nCap Value Fund\nAdmin Class(WFMDX)\niShares Russell\n1000 ETF(IWB)\nCompass Minerals\nIntl Inc Common\nStock(CMP)\nEastman Chemical\nCompany Common\nStock(EMN)\nPage 38 of 45\nFastenal Company Common Stock(FAST)\nOccidental\nPetroleum\nCorporation Common\nStock(OXY)\nQUALCOMM\nIncorporated Common Stock(QCOM)\nSpectra Energy\nPartners, LP\nCommon Units\nrepresenting\nLimited Partner\nInterests(SEP)\nUnion Pacific\nCorporation Common\nStock(UNP)\nAECOM Common\nStock(ACM)\nPage 39 of 45\nON Semiconductor\nCorporation Common Stock(ON)\nPsychemedics\nCorporation Common Stock(PMD)\n27. Identify every Financial Investment that was owned as of December 31, 2015, by a Trust of which you were a\nbeneficiary, and which had a fair market value as of that date greater than $1,000, and provide the required\ninformation for each. For any Financial Investment not included on the drop-down list of publicly traded stock, you\nmust provide the issuer's principal place of business or state of incorporation as well as its address.\n28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was\nowned as of December 31, 2015, by a Trust of which your spouse and/or any dependent child(ren) residing in your\nhousehold was a beneficiary, and which had a fair market value as of that date greater than $1,000, and provide the\nrequired information for each. For any Financial Investment not included on the drop-down list of publicly traded\nstock, you must provide the issuer's principal place of business or state of incorporation as well as its address.\nPage 40 of 45\n29. Identify all mortgages, including home equity and reverse mortgage loans, on your Primary Residence, on which\nmore than $1,000 was owed as of December 31, 2015, where the creditor (person who loaned you the money) is\nNOT, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt,\nuncle, sister, brother, niece, nephew, or the spouse of any such relative, and provide the required information for\neach.\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, which you were obligated to\npay and where the creditor (person who loaned you the money) is NOT, by blood or marriage, your parent,\ngrandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or\nthe spouse of any such relative?\n31. Identify all mortgages, including home equity and reverse mortgage loans, OTHER than any mortgage on your\nPrimary Residence, on which more than $1,000 was owed as of December 31, 2015, and which your spouse and/or\nany dependent child(ren) residing in your household were obligated to pay and where the creditor (person who\nloaned your spouse and/or dependent child(ren) residing in your household the money) is NOT, by blood or marriage,\nyour parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece,\nnephew, or the spouse of any such relative, and provide the required information for each.\nPage 41 of 45\n32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, IF the person to\nwhom you owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent, child,\ngrandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n33. Identify all non-mortgage debts of more than $1,000 that your spouse and/or any dependent child(ren) residing in\nyour household owed as of December 31, 2015, IF the person to whom your spouse and/or any dependent child(ren)\nresiding in your household owed the debt is NOT, by blood or marriage, your parent, grandparent, great grandparent,\nchild, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any such relative, and\n34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during\n2015, EXCLUDING debts forgiven by a person who is, by blood or marriage, your parent, grandparent, great\ngrandparent, child, grandchild, great grandchild, aunt, uncle, sister, brother, niece, nephew, or the spouse of any\nsuch relative, and provide the required information for each.\nresiding in your household and were forgiven at any time during 2015, EXCLUDING debts forgiven by a person who\nis, by blood or marriage, your parent, grandparent, great grandparent, child, grandchild, great grandchild, aunt, uncle,\nPage 42 of 45\n36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2015 by any\nlegislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the\ngovernmental body by which you were or are employed.\n36.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to\nQuestion 36, you received at any time during 2015 from any person having a direct interest in a matter before the\n37. Identify any Reimbursements for expenses in excess of $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 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\nQuestion 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015\nby any person having a direct interest in a matter before the governmental body by which you were or are now\nemployed.\n38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person\nhaving a direct interest in a matter before a governmental body by which you were or are now employed, and provide\nthe required information for each.\nPage 43 of 45\n39. Identify any Gifts and/or Honoraria worth more than $100 provided to your spouse and/or any dependent\nchild(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before\nthe governmental body by which you were or are now employed, and provide the required information for each.\n40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that\nyou have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015?\nPage 44 of 45\nI, Anne G Perkins, certify under the pains and penalties of perjury that:\nSubmitted: 07/30/2016\nIf you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015\nPage 45 of 45"]], "columns": ["rowid", "title", "search_1"], "primary_keys": ["rowid"], "primary_key_values": ["645"], "units": {}, "query_ms": 1.1976920068264008, "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/"}