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| 7960 | Claudia M Abreau 2017 | Statement of Financial Interests for 2017 Abreau Claudia M (508) 977-6160 claudia.abreau@jud.state.ma.us 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. Page 1 of 20 provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Taunton District Court Clerk Magistrate 07/06/2011 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. services, at any time during 2017, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Contractor? Municipal City of Taunton Oak Street, Taunton, MA, 02780, US License Commissioner Services Provided any time during 2017, whether compensated or not, and whether full- or part-time, and provide the required Burke & Lamb P.C. 300 Union Street, NOVALUE, New Bedford, MA, 02740, US Employee $20,001 to 40,000 6. Identify any Business from which you were on a leave of absence at any time during 2017, and provide its address. Page 2 of 20 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. Burke & Lamb, PC รพ 300 Union Street, New Bedford, MA, 02740, US Northeastern University Huntington AVe, Brighton, MA, 02135, US Employee Fresh Formats LLC 1385 Hancock Street, Quincy, MA, 02169, US Employee Victory Distributors Inc 145 Pleasant Hill Rd, Scarborough, ME, 04074, US Employee Merrimack College 315 Turnpike Street, North Andover, MA, 01845, US Employee Emerson College 120 Boylston Street, Boston, MA, 02116, 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. Page 3 of 20 during 2017, and provide the required information for each. Burke & Lamb, PC 300 Union Street, New Bedford, MA, 02740 Stonecold, LLC 300 Union Street, New Bedford, MA, 02740 Union & County Realty, LLC 432 County Street, New Bedford, MA, 02740 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 Hazel Abreau Irrev Trust 651 Norton Avenue, Taunton, MA, 02780 508 , Trustee Page 4 of 20 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. Stonecold, LLC 300 Union Street, New Bedford, MA, 02740, US Officer Union & County Realty, LLC 432 County Street, New Bedford, MA, 02740, US Officer Burke & Lamb, P.C. 300 Union Street, New Bedford, MA, 02740, US Officer Boys & Girls Club of Taunton, Inc 31 Court Street, Taunton, MA, 02780, US Director 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 Page 5 of 20 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 41 Old South Road, Nantucket, MA, 02554, US 432 County Street, New Bedford, MA, 02740, US 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. 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 6 of 20 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. 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 7 of 20 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 8 of 20 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 9 of 20 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 Amazon.com, Inc. - Common Stock(AMZN) F, S/C Chevron Corporation Common Stock(CVX) F, S/C Citigroup, Inc. Common Stock(C) F, S/C Deere & Company Common Stock(DE) F, S/C Duke Energy Corporation (Holding Company) Common Stock(DUK) F, S/C General Electric Company Common Stock(GE) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 10 of 20 Pfizer, Inc. Common Stock(PFE) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Visa Inc.(V) F, S/C Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares(VOD) F, S/C Walt Disney Company (The) Common Stock(DIS) F, S/C Wells Fargo & Company Common Stock(WFC) F, S/C iShares Core S&P Mid-Cap ETF(IJH) F, S/C iShares Core S&P Small-Cap ETF(IJR) F, S/C Page 11 of 20 iShares Core S&P 500 ETF(IVV) F, S/C ISHARES TR EDGE MCSI F, S/C SPDR S&P Dividend ETF(SDY) F, S/C Credit Suisse Commodity Return Strategy Fund Common Class(CRSOX) F, S/C Jensen Quality Growth Fund Cl I(JENIX) Bristol-Myers Squibb Company Common Stock(BMY) Molson Coors Brewing Company Class B Common Stock(TAP) QUALCOMM Incorporated Common Stock(QCOM) Common Stock DE MAIN STREET, DOVER, DE, 02780, US Page 12 of 20 Royal Dutch Shell PLC Royal Dutch Shell American Depositary Shares (Each representing two Class A Ordinary Shares)(RDS.A) Synchrony Financial Common Stock(SYF) Tractor Supply Company - Common Stock(TSCO) Verizon Communications Inc. Common Stock(VZ) Microsoft Corporation Common Stock(MSFT) Vanguard High Dividend Yield ETF - DNQ(VYM) Vanguard FTSE Developed Markets ETF(VEA) Vanguard Total Stock Market ETF(VTI) Page 13 of 20 Edgewood Growth Fund Insti(EGFIX) AMERICAN FUNDS TAX EXEMPT BOND Mutual Fund DE MAIN STREET, DOVER, DE, 00000, US AMERICAN FUNDS WA MUT INVES F3 Mutual Fund DE MAIN STREET, DOVER, DE, 00000, US Invesco High Yield Municipal Fund Class Y(ACTDX) Invesco Diversified Dividend Fund Cl R6(LCEFX) Invesco Limited Term Muni Inc Fund Class Y(ATFYX) JPMorgan Mid Cap Value Fund Institutional Shares(FLMVX) LORD ABBETT FLOATING RATE F3 Mutual Fund DE MAIN STREET, DOVER, DE, 00000, US Page 14 of 20 MFS International Diversification Fund Class I(MDIJX) T ROWE PRICE DIVIDEND GROWTH Victory Sycamore Small Company Opportunity CL I(VSOIX) Mutual Fund MAIN STREET, DOVER, DE, 00000, US DE 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. 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. Page 15 of 20 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. 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. Mechanics Cooperative Bank Bay Street, Taunton, MA, 02780, US 20 years 3.25 2024 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? Page 16 of 20 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 300 Union Street, New Bedford, MA, 02740, US 10 4 2020 BankFive 79 North Main Street, Fall River, MA, 02790, US 41A Old South Road, Nantucket, MA, 02554, US 20 4.75 2031 Cape Cod Five Cent Savings Bank P.O. Box 10, Orleans, MA, 02653, US 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 17 of 20 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 18 of 20 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 19 of 20 I, Claudia M Abreau, certify under the pains and penalties of perjury that: Submitted: 04/29/2018 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2017 Page 20 of 20 |