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6673	Michelle Ciccolo 2017	Statement of Financial Interests for 2017 Ciccolo Michelle (617) 995-7745 mciccolo@ciccologroup.com You indicated that you did have a spouse residing in your household during 2017. You indicated that you did have dependent child(ren) residing in your household during 2017. Office Representative in General Court provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Page 1 of 27 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 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Consultant / Contractor? Municipal Town of Lexington 1625 Massachusett s Avenue, Lexington, MA, 02420, Board of Selectmen Municipal City of Haverhill 500 Primrose Street, Haverhill, MA, 01830, Consultant Less than $1,001 þ Complete Streets consulting Municipal City of Newton 1000 Commonwealth Ave, Newton Centre, MA, 02459, US Consultant $10,001 to 20,000 þ Housing and public outreach consultant Municipal Town of Hopedale 78 Hopedale Street, Hopedale, MA, 01747, Consultant $10,001 to 20,000 þ Capital planning Municipal Town of Oakham 2 Coldbrook Road, Unit 1, Oakham, MA, 01068, Consulatant $5,001 to 10,000 þ Capital planning Municipal Town of Wellesley 525 Washington Street, Wellesley, MA, 02482, Consultant $5,001 to 10,000 þ Public outreach consulting Municipal Town of Wenham 138 Main Street, Wenham, MA, 01984, US Consultant $1,001 to 5,000 þ Open Space and Recreation Plan consulting Municipal City of Gardner 95 Pleasant Street, Gardner, MA, 01440, US Consultant $1,001 to 5,000 þ Complete Streets consulting Regional Metropolitan Area Planning Council 60 Temple Place, Boston, MA, 02111, US Legislative Committee State Local Government Advisory Commission 24 Beacon Street, Boston, MA, 02133, US Gubernatoria l Appointee Services Provided Page 2 of 27 State MassPort Community Advisory Committee Lexington Representati ve Massachusett s Port Authority, One Harborside Authority, Suite 200S, East Boston, MA, 02128, services, at any time during 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Contractor? Municipal Town of Lexington 1625 Massachusetts Avenue, Lexington, MA, 02420, US Town Meeting Member Services Provided any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required Ciccolo Property Trust 75 North Beacon Street, Allston, MA, 02431, US Consultant Boston College 140 Commonwealth HRSC 129 Lake, Chestnut Hill, MA, 02467, US Employee $5,001 to 10,000 6. Identify any Business from which you were on a leave of absence at any time during 2017, and provide its address. Page 3 of 27 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 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. Village Automotive Group 75 North Beacon Street, Allston, MA, 02134, US Manager Terrafugia Inc 23 Rainin Road, Woburn, MA, 01801, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2017, and provide the required information for each. Percentage of stock The Ciccolo Group, LLC 75 North Beacon Street, Allston, MA, 02134, US 100% Village Reinsurance Company, Ltd 75 North Beacon Street, Allston, MA, 02134, US 33% Michelle Ciccolo Village Reinsurance Limited 75 North Beacon Street, Allston, MA, 02134, US 100% LMC Ciccolo Realty, LLC 75 North Beacon Street, Allston, MA, 02134, US 33% $40,001 to 60,000 The 714 Beacon Street Company, LLC 75 North Beacon Street, Allston, MA, 02431, US 15% Village Solar, LLC 75 North Beacon Street, Allston, MA, 02431, US 33% Hichborn Beacon, LLC 75 North Beacon Street, Allston, MA, 02134, US 15% Page 4 of 27 during 2017, and provide the required information for each. dependent child(ren) residing in your household during 2017, 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 2017, whether Friends of Herter Park Mass Municipal Association 75 North Beacon Street, Allston, MA, 02431, US Officer 1 Winthrop Square, Boston, MA, 02110, US Director an officer, director, or trustee, at any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required information for each. Page 5 of 27 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2017, and which had an assessed value greater than $1,000, and provide the required information for each Real F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2017, and which had an assessed value greater than $1,000, and provide the required information for each Real Page 6 of 27 15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of December 31, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Name of Trust Michelle Ciccolo 1996 Irrevocabl e Trust Michelle Ciccolo 1996 Irrevocabl e Trust Michelle Ciccolo 1996 Irrevocabl e Trust Michelle Ciccolo 1996 Irrevocabl e Trust Transferor Real Estate Address Beneficiary 372 North Beacon Street, Brighton, MA, 02135, US F, S/C 75 North Beacon Street, 84-86 Hichborn Street, Allston, MA, 02134, F, S/C 5 Dylan Circle, Wayland, MA, 01778, F, S/C 8 Dylan Circle, Wayland, MA, 01778, F, S/C 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, 2017, with an assessed value greater than $1,000, and provide the required information for each such Trust and Real Estate holding. Page 7 of 27 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 2017, and provide the required information for each Real Estate holding. Name of Trust Real Estate Address Transferee Name Transferee Address Michelle Ciccolo 1996 Irrevocable Trust 8 Dylan Circle, Wayland, MA, 01778, US T Su, Bingyu 8 Dylan Circle, Wayland, MA, 01778, 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 2017, and provide the required information for each piece of Real Estate transferred. 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2017, you, or a Trust of which you were a beneficiary, had a lien, attachment, or mortgage receivable, and provide the required information for each. Page 8 of 27 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, 2017, 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, 2017, and which had a fair market value as of that date greater than $1,000, and provide the required information for each such investment. 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, 2017, 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 9 of 27 agencies, and authorities, which was owned as of December 31, 2017, 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, 2017, 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 10 of 27 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2017, 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 Oakmark Global Fund Class I; a series of Harris Associates Investment(OAKGX ) Third Avenue Value Fd Insti Class(TAREX) Middlesex County Retirement System F, S/C Description of Investment Principal Place of Business or State of Incorporation Pension Massachusetts 25 Linnell Circle, P.O. Box 160, Billerica, MA, 02865, US Page 11 of 27 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, 2017, 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 Dodge & Cox International Stock Fund(DODFX) Dodge & Cox Stock Fund(DODGX) Dodge & Cox Income Fund(DODIX) FedEx Corporation Common Stock(FDX) Schwab Core Equity Fund(SWANX) Page 12 of 27 Vanguard Wellington Income Fund(VWELX) Pax World Balanced Fund(PAXWX) SSGA Upromise529 U-Fund Massachusetts P.O Box 55578, Boston , MA, 02205 5578, US T. Rowe Price College Savings Plan U-Fund Maryland P.O. Box 17302, Baltimore , MD, 21297 1302, US Page 13 of 27 27. Identify every Financial Investment that was owned as of December 31, 2017, 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. Name of Issuer Beneficiary General Electric Company Common Stock(GE) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Merck & Company, Inc. Common Stock (new)(MRK) F, S/C Ameresco, Inc. Class A Common Stock(AMRC) F, S/C Ford Motor Company Common Stock(F) F, S/C Description of Investment Principal Place of Business or State of Incorporation Issuer Address Name of Trust Page 14 of 27 Facebook, Inc. Class A Common Stock(FB) F, S/C Twitter, Inc. Common Stock(TWTR) F, S/C Dodge & Cox Balanced Fund(DODBX) F, S/C Dodge & Cox Global Bond Fund(DODLX) F, S/C Dodge & Cox Global Stock Fund(DODWX) F, S/C PIMCO Investment Grade Corporate Bond Class A(PBDAX) F, S/C iShares MSCI Singapore Index Fund(EWS) F, S/C Page 15 of 27 iShares Global Telecom ETF(IXP) F, S/C iShares TIPS Bond ETF(TIP) F, S/C Vanguard Materials ETF DNQ(VAW) F, S/C Vanguard FTSE Emerging Markets ETF(VWO) F, S/C Vanguard Short-Term Bond ETF(BSV) F, S/C PIMCO Fds Total Return Income Fd Cl C(PTTCX) F, S/C T. Rowe Price Retirement 2035 Fund(TRRJX) F, S/C Page 16 of 27 Oakmark Select Fund (The) Cl I(OAKLX) F, S/C AbbVie Inc. Common Stock(ABBV) F, S/C Abbott Laboratories Common Stock(ABT) F, S/C Amgen Inc. Common Stock(AMGN) F, S/C BCE, Inc. Common Stock(BCE) F, S/C BlackRock Income Trust, Inc. (XBKTX) F, S/C BP p.l.c. Common Stock(BP) F, S/C Page 17 of 27 Diageo plc Common Stock(DEO) F, S/C Digital Realty Trust, Inc. Common Stock(DLR) F, S/C General Electric Company Common Stock(GE) F, S/C Hewlett-Packard Company Common Stock(HPQ) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C Kinder Morgan, Inc. Common Stock(KMI) F, S/C Page 18 of 27 Coca-Cola Company (The) Common Stock(KO) F, S/C McDonald's Corporation Common Stock(MCD) F, S/C Microchip Technology Incorporated Common Stock(MCHP) F, S/C Magellan Midstream Partners L.P. Limited Partnership(MMP) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares(NGG) F, S/C Annaly Capital Management Inc Common Stock(NLY) F, S/C Page 19 of 27 ONE Gas, Inc. Common Stock(OGS) F, S/C ONEOK, Inc. Common Stock(OKE) F, S/C Pitney Bowes Inc. Common Stock(PBI) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Philip Morris International Inc Common Stock(PM) F, S/C Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares (Each representing two Class B Ordinary Shares)(RDS.B) F, S/C AT&T Inc.(T) F, S/C Page 20 of 27 Telefonica SA Common Stock(TEF) F, S/C U.S. Bancorp Common Stock(USB) F, S/C Western Gas Partners, LP Limited Partner Interests(WES) F, S/C Waste Management, Inc. Common Stock(WM) F, S/C Ares Capital Corporation Closed End Fund(ARCC) F, S/C Vanguard Total Bond Market ETF(BND) F, S/C PIMCO Fds Total Return Fd Cl A(PTTAX) F, S/C Page 21 of 27 Loomis Sayles Funds - Bond Fund Retail Class (Trust I) (LSBRX) F, S/C Federated Government Obligations Fund IS Shares(GOIXX) F, S/C Fifth Third Bank 2006 Fixed Income Common Trust Fund F, S/C Fixed Income Ohio 5050 Kingsley Drive , MD 1MOB2D, Cincinnati, OH, 45263, Michelle Ciccolo 1996 Irrevocable Trust Fifth Third Bank 2006 Equity Common Trust Fund F, S/C Equities Ohio 5050 Kingsley Drive , MD 1MOB2D, Cincinnati, OH, 45263, Michelle Ciccolo 1996 Irrevocable Trust Michelle Ciccolo 1996 Irrevocable Trust 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2017, 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 22 of 27 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, 2017, 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. Santander Bank, N.A. 601 Penn Street, Reading, PA, 19601, US 30 2.875 2032 Primary Residence, on which more than $1,000 was owed as of December 31, 2017, 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 75 North Beacon Street, 84-86 Hichborn Street, Allston, MA, 02134, $100,001 or more $100,001 or more 5 3.67 2019 Creditor New England North MAC D1644-01 8 Creditor 1451 Thomas Langston Road, Wintervi lle, NC, 28590, Page 23 of 27 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, 2017, 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 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2017, 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, 2017, 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 2017, 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. Page 24 of 27 residing in your household and were forgiven at any time during 2017, 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 2017 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 2017 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 2017 by any legislative agent or executive agent (lobbyist). Page 25 of 27 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 2017 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 2017 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. 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 2017 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 2017, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2017? Page 26 of 27 I, Michelle Ciccolo, certify under the pains and penalties of perjury that: Submitted: 05/25/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 27 of 27