search_index_fts: 8996

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8996	Donna T Salvidio 2018	Statement of Financial Interests for 2018 Salvidio Donna T (508) 831-2052 donna.salvidio@jud.state.ma.us You indicated that you did have a spouse residing in your household during 2018. You indicated that you did have dependent child(ren) residing in your household during 2018. 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. Housing Court Central Division 225 Main St., Worcester, MA, 01608, US Associate Justice 05/30/2018 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 2018, whether compensated or not, and whether full- or part-time. services, at any time during 2018, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Contractor? State Massachusetts Lottery Commission 60 Columbian St., Braintree, MA, 02184, US Commissioner Municipal City of Worcester License Commission 455 Main St., Worcester, MA, 01608, US Commissioner Services Provided any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, Employee $60,001 to 100,000 Page 2 of 20 6. Identify any Business from which you were on a leave of absence at any time during 2018, and provide its address. 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 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Courtney LLC 34 Gaines Way, PO Box 266, Edgartown, MA, 02539, US Employee Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, US Employee Captain Mac LLC 20 Main St., Edgartown, MA, 02539, US Employee owned more than 1% of any class of the outstanding stock or similar ownership interest, at any time during 2018, and provide the required information for each. during 2018, and provide the required information for each. Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, US Page 3 of 20 dependent child(ren) residing in your household during 2018, 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 2018, whether Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, US Officer an officer, director, or trustee, at any time during 2018, whether compensated or not, and whether full- or part-time, and provide the required information for each. Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, US Officer Fletcher Tilton PC 370 Main St., Worcester, MA, 01608, US Director Page 4 of 20 13. Identify all Real Estate in Massachusetts which you owned directly or through a Business as of December 31, 2018, 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, 2018, and which had an assessed value greater than $1,000, and provide the required information for each Real Page 5 of 20 15. Identify any Trust of which you were a beneficiary, and which owned Real Estate in Massachusetts as of December 31, 2018, 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, 2018, 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 2018, and provide the required information for each Real Estate holding. Page 6 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 2018, and provide the required information for each piece of Real Estate transferred. Name of Trust Real Estate Address Transferee Name Transferee Address Eight Carmen Realty Trust T 860 Southbridge St., Unit #6, Worcester, MA, 01610, US Foss, Mark S 14 Camelot Drive, Unit 45, Worcester, MA, 01602, US 19. Identify any Real Estate in Massachusetts with an assessed value greater than $1,000, on which, as of December 31, 2018, 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, 2018, 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 7 of 20 agencies, and authorities, which you owned directly or through a Business, as of December 31, 2018, 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, 2018, 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, 2018, 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 8 of 20 agencies, and authorities, which was owned as of December 31, 2018, 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, 2018, 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 Altria Group, Inc.(MO) F, S/C Boeing Company (The) Common Stock(BA) F, S/C International Paper Co. The Kraft Heinz Company - Common Stock(KHC) F, S/C Marriott International Class A Common Stock(MAR) F, S/C Mondelez International, Inc. - Class A Common Stock(MDLZ) F, S/C Description of Investment Principal Place of Business or State of Incorporation Common Stock Memphis, TN 6400 Poplar Ave, Memphis, TN, 38197, US Page 10 of 20 Occidental Petroleum Corporation Common Stock(OXY) F, S/C Philip Morris International Inc Common Stock(PM) F, S/C Rockwell Automation, Inc. Common Stock(ROK) F, S/C Skyworks Solutions, Inc. - Common Stock(SWKS) F, S/C Page 11 of 20 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, 2018, 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 Common Stock New York, NY 390 Park Ave., New York, NY, 10022, US Alcoa Inc. Common Stock(AA) Arconic Inc. Bank of America Corporation Common Stock(BAC) BP p.l.c. Common Stock(BP) iShares Select Dividend ETF(DVY) Page 12 of 20 iShares MSCI Japan Index Fund(EWJ) PowerShares S&P 500 Low Volatility Portfolio ETF(SPLV) SPDR Select Sector Fund - Energy Select Sector(XLE) SPDR S&P Bank ETF(KBE) Vanguard Financials ETF DNQ(VFH) Wells Fargo Advantage Enterprise Fd Class A(SENAX) Page 13 of 20 Putnam Equity Income Fund Class A(PEYAX) Barrick Gold Corporation Common Stock(ABX) Boston Scientific Corporation Common Stock(BSX) Microsoft Corporation Common Stock(MSFT) Vanguard Emerging Markets Government Bond Index Fd Inst Shs(VGIVX) 27. Identify every Financial Investment that was owned as of December 31, 2018, 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 14 of 20 28. Other than the Financial Investments identified in Question 27, identify every Financial Investment that was owned as of December 31, 2018, 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, 2018, where the creditor (person who loaned you the money) is <u>NOT</u>, 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 Quicken Loans PO BOX 6577, Carol Stream, IL, 60197, US 14 years 3.375 2028 Page 15 of 20 30. Did you have a mortgage, including a home equity or reverse mortgage loan, on any property <u>OTHER</u> than your Primary Residence, on which more than $1,000 was owed as of December 31, 2018, which you were obligated to pay and where the creditor (person who loaned you the money) is <u>NOT</u>, 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 F, S/C $100,001 or more $100,001 or more 15 years 3.125 2031 Creditor Cornerst one Bank Creditor PO Box 370, Southbri dge, MA, 01550, 31. Identify all mortgages, including home equity and reverse mortgage loans, <u>OTHER</u> 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, 2018, 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 <u>NOT</u>, 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, 2018, IF the person to whom you owed the debt is <u>NOT</u>, 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 16 of 20 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, 2018, <u>IF</u> the person to whom your spouse and/or any dependent child(ren) residing in your household owed the debt is <u>NOT</u>, 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. 34. Identify non-mortgage debts of more than $1,000 which you owed and which were forgiven at any time during 2018, <u>EXCLUDING</u> 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 2018, <u>EXCLUDING</u> 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 36. Identify any Reimbursements for expenses in excess of $100 provided to you at any time during 2018 by any legislative agent or executive agent (lobbyist). Page 17 of 20 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 2018 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 2018 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 2018 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 2018 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 2018 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 18 of 20 40. Did you, your spouse and/or any dependent child(ren) residing in your household during 2018, own anything that you have not reported on this Statement of Financial Interests because it was held in a Blind Trust during 2018? Page 19 of 20 I, Donna T Salvidio, certify under the pains and penalties of perjury that: Submitted: 04/11/2019 If you were required to amend your Statement of Financial Interests last year, we encourage you to carefully review your 2018 Page 20 of 20