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82	Keith C Long 2015	Statement of Financial Interests for 2015 Long Keith C (617) 788-7470 keith.long@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2015. You indicated that you had no dependent child(ren) residing in your household at any time during 2015. 1. You have indicated that you are a candidate for public office. Select the office for which you are a candidate. Page 1 of 20 2. Identify the position you hold or have held which requires you to file a Statement of Financial Interests and provide the required information for that position. If you held more than one public position which requires you to file, identify each position. Administrative Office of the Trial Court (AOTC) One Pemberton Square, Boston, MA, 02108, US Judge 03/09/2004 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 2015, whether compensated or not, and whether full- or part-time. services, at any time during 2015, whether compensated or not, and whether full- or part-time. any time during 2015, 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 2015, 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 2015, whether compensated or not, and whether full- or part-time, and provide the required information for each. Ropes & Gray LLP Prudential Center, 800 Boylston Street, Boston, MA, 02199, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2015, and provide the required information for each. during 2015, and provide the required information for each. dependent child(ren) residing in your household during 2015, 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 2015, whether Page 3 of 20 an officer, director, or trustee, at any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required information for each. 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for each Real F, S/C F, S/C and/or any dependent child(ren) residing in your household owned directly or through a Business as of December 31, 2015, and which had an assessed value greater than $1,000, and provide the required information for each Real Page 4 of 20 15. Identify any Trust of which you were a beneficiary and which owned Real Estate in Massachusetts as of December 31, 2015, and which had 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, 2015, 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 2015, and provide the required information for each Real Estate holding. Name of Trust Real Estate Address Transferee Name Transferee Address 52 Wendell Street, Cambridge, MA, 02138, US F, S/C Stilt, Kristen 52 Wendell Street, Cambridge, MA, 02138, US Page 5 of 20 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 2015, 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, 2015, 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, 2015, 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. Page 6 of 20 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2015, 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, 2015, 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, 2015, 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. Page 7 of 20 agencies, and authorities, which was owned as of December 31, 2015, 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 8 of 20 25. Identify every Financial Investment that you owned directly or through a Business as of December 31, 2015, 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 Alcoa Inc. Common Stock(AA) F, S/C Alphabet Inc. Class A Common Stock(GOOGL) F, S/C Alphabet Inc. Class C Capital Stock(GOOG) F, S/C Apple Inc. Common Stock(AAPL) F, S/C CSX Corporation Common Stock(CSX) F, S/C Lockheed Martin Corporation Common Stock(LMT) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 9 of 20 Pepsico, Inc. Common Stock(PEP) F, S/C Nuveen Massachusetts Premium Income Municipal Fund Common Stock(NMT) F, S/C E.I. DuPont de Nemours F, S/C Costco Wholesale Corporation Common Stock(COST) F, S/C Ford Motor Company Common Stock(F) F, S/C General Electric Company Common Stock(GE) F, S/C QUALCOMM Incorporated Common Stock(QCOM) F, S/C First Trust Sabrient 2016 Series R F, S/C Common Stock Delaware 974 Centre Road, Wilmington, DE, 19805, US Mutual Fund Illinois 120 E. Liberty Drive, Suite 400, Wheaton, IL, 60187, US Page 10 of 20 Cisco Systems, Inc. - Common Stock(CSCO) F, S/C Walt Disney Company (The) Common Stock(DIS) F, S/C Emerson Electric Company Common Stock(EMR) F, S/C Facebook, Inc. Class A Common Stock(FB) F, S/C General Mills, Inc. Common Stock(GIS) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Lowes Companies Inc F, S/C Common Stock North Carolina 100 Lowe's Blvd, Mooresville, NC, 28117, US Page 11 of 20 McDonald's Corporation Common Stock(MCD) F, S/C Pfizer, Inc. Common Stock(PFE) F, S/C Procter & Gamble Company (The) Common Stock(PG) F, S/C Schlumberger N.V. Common Stock(SLB) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Yum! Brands, Inc.(YUM) F, S/C Blackrock Global Blackrock Global Opportunities Equity Trust Common Shares of Beneficial Interest(BOE) F, S/C BlackRock RESS & CMMDTS F, S/C Mutual Fund New York 55 E. 52d Street, New York, NY, 10055, Page 12 of 20 Clough Global Opportunities Fund Common Stock(GLO) F, S/C Eaton Vance Risk Managed Div Eq Inc Fund F, S/C Liberty All-Star Equity Fund Common Stock(USA) F, S/C Voya Glbl Eq Div & Prem Op Mutual Fund Massachusetts Two International Place, Boston, MA, 02110, US F, S/C Mutual Fund New York 230 Park Avenue, New York, NY, 10169, US First Trust Diversified 4Q 15 Reinvest F, S/C Mutual Fund Illinois 120 E. Liberty Drive, Wheaton, IL, 60187, US First Trust Dorsey Wright 19 Reinvest F, S/C Mutual Fund Illinois 120 E. Liberty Drive, Wheaton, IL, 60187, US First Trust Sabrient 2016 Ser C F, S/C Mutual Fund Illinois 120 E. Liberty Drive, Wheaton, IL, 60187, US First Trust Sabrient Series 3 Cas F, S/C Mutual Fund Illinois 120 E. Liberty Drive, Wheaton, IL, 60187, US Page 13 of 20 First Trust Select DSIP 4Q Series Reinvest F, S/C Mutual Fund 120 E. Liberty Drive, Wheaton, IL, 60187, US Illinois 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, 2015, 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 TIAA-CREF Equity Index Fund Inst Cl(TIEIX) Page 14 of 20 27. Identify every Financial Investment that was owned as of December 31, 2015, 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 Apple Inc. Common Stock(AAPL) Sidney Long Trust f/b/o Keith Long Costco Wholesale Corporation Common Stock(COST) Sidney Long Trust f/b/o Keith Long Ford Motor Company Common Stock(F) Sidney Long Trust f/b/o Keith Long General Electric Company Common Stock(GE) Sidney Long Trust f/b/o Keith Long QUALCOMM Incorporated Common Stock(QCOM) Sidney Long Trust f/b/o Keith Long First Trust Sabrient 2016 Series R Description of Investment Mutual Fund Principal Place of Business or State of Incorporation Illinois Issuer Address 120 E. Liberty Drive, Wheaton, IL, 60187, US Name of Trust Sidney Long Trust f/b/o Keith Long 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, 2015, 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, 2015, 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. Winter Hill Federal Savings Bank 342 Broadway, Somerville, MA, 02145, 30 years 4.25 2045 Primary Residence, on which more than $1,000 was owed as of December 31, 2015, 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, on which more than $1,000 was owed as of December 31, 2015, 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 your spouse and/or dependent child(ren) residing in your household 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. 32. Identify all non-mortgage debts of more than $1,000 that you owed as of December 31, 2015, 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, 2015, 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 2015, 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 2015, 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 2015 by any legislative agent or executive agent (lobbyist) or any person having a direct interest in a matter before the governmental body by which you were or are employed. 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 2015 from any person having a direct interest in a matter before the 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 2015 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 36, provided to your spouse and/or dependent child(ren) residing in your household at any time during 2015 by any person having a direct interest in a matter before the governmental body by which you were or are now employed. 38. Identify any Gifts and/or Honoraria worth more than $100 provided to you at any time during 2015 by any person having a direct interest in a matter before a governmental body by which you were or are now employed, and provide the required information for each. 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 2015 by any person having a direct interest in a matter before the governmental body by which you were or are now employed, and provide the required information for each. 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2015, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2015? Page 19 of 20 I, Keith C Long, certify under the pains and penalties of perjury that: Submitted: 06/19/2016 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2015 Page 20 of 20