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94 Mary Louise Sudders 2015 Statement of Financial Interests for 2015 Sudders Mary Louise (617) 573-1800 marylou.sudders@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 19 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. Secretary, EOHHS 01/08/2015 Executive Office of Health and Human Services (EOHHS) 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. Public Agency Public Agency Consultant / Contractor? State MA Health Connector 100 City Hall Plaza, Boston, MA, 02108, US Board Chair State Center for Health Information & Analysis 501 Boylston St, Boston, MA, 02116, Chair of Oversight Council State Health Policy Commission 50 Milk St, Boston, MA, 02109, US Board Mbr. Services Provided services, at any time during 2015, whether compensated or not, and whether full- or part-time. Public Agency Public Agency Name Consultant / Contractor? Regional Conservatory Lab Charter School Inc. 2120 Dorchester Ave, Dorchester, MA, 02124, US Trustee Regional Conservatory Lab Charter School Foundation, Inc. 2120 Dorchester Ave, Dorchester, MA, 02124, US President & Director Services Provided Page 2 of 19 any time during 2015, whether compensated or not, and whether full- or part-time, and provide the required Trustees of Boston College 140 Commonwealth Ave, Chestnut Hill, MA, 02467, US Employee 6. Identify any Business from which you were on a leave of absence at any time during 2015, 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 2015, whether compensated or not, and whether full- or part-time, and provide the required information for each. Bradyco, Inc. dba Bradyco Financial รพ 16 Sargent St, Cambridge, MA, 02140, US Manager RFP Partnership 16 Sargent St, Cambridge, MA, 02140, US Manager 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. Page 3 of 19 during 2015, and provide the required information for each. Bradyco, Inc. dba Bradyco Financial home address, Cambridge, MA, 02140 RFP Partnership home address, Cambridge, MA, 02140 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 4 of 19 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. Bradyco, Inc. dba Bradyco Financial 16 Sargent St, Cambridge, MA, 02140, US Officer RFP Partnership 16 Sargent St, Cambridge, MA, 02140, US Officer Conservatory Lab Charter School, Inc. 2120 Dorchester Ave, Dorchester, MA, 02124, US Trustee Conservatory Lab Charter School Foundation, Inc. 2120 Dorchester Ave, Dorchester, MA, 02124, US Officer 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 Page 5 of 19 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 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. Page 6 of 19 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 7 of 19 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. Name of Bond/ Other Security Description of Investment Income from Investment MA Housing Finance Authority Bond Schwab MA Muni MMF F, S/C Money Market Fund Less than $1,001 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. Page 8 of 19 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. 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 9 of 19 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 Amgen Inc. Common Stock(AMGN) F, S/C Apple Inc. Common Stock(AAPL) F, S/C Berkshire Hathaway Inc. New Common Stock(BRK.B) F, S/C Chevron Corporation Common Stock(CVX) F, S/C Compass Minerals Intl Inc Common Stock(CMP) F, S/C Diageo plc Common Stock(DEO) F, S/C Description of Investment Principal Place of Business or State of Incorporation Page 10 of 19 Coca-Cola Company (The) Common Stock(KO) F, S/C Anika Therapeutics Inc. - Common Stock(ANIK) F, S/C eBay Inc. Common Stock(EBAY) F, S/C Express Scripts Holding Company - Common Stock(ESRX) F, S/C Exxon Mobil Corporation Common Stock(XOM) F, S/C General Electric Company Common Stock(GE) F, S/C Johnson & Johnson Common Stock(JNJ) F, S/C Markel Corporation Common Stock(MKL) F, S/C Page 11 of 19 Microsoft Corporation Common Stock(MSFT) F, S/C Morningstar, Inc. - Common Stock(MORN) F, S/C Nestle S. A. F, S/C Novartis AG Common Stock(NVS) F, S/C Paychex, Inc. Common Stock(PAYX) F, S/C PayPal Holdings, Inc. - Common Stock(PYPL) F, S/C Pepsico, Inc. Common Stock(PEP) F, S/C Pfizer, Inc. Common Stock(PFE) F, S/C ADR (American Depository Receipt) Switzerland Avenue Nestle 55, Vevey 1800 Page 12 of 19 Procter & Gamble Company (The) Common Stock(PG) F, S/C United Parcel Service, Inc. Common Stock(UPS) F, S/C Zimmer Biomet Holdings, Inc. Common Stock(ZBH) F, S/C 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. 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. Page 13 of 19 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. J P Morgan Chase 1820 E. Sky Harbor Circle S., Phoeniz, MA, 85034, US 10 3.875 2022 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 14 of 19 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 15 of 19 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 16 of 19 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. Name of Donor Address of Donor Fair Market Value Health Care for All 1 Federal St, Boston, MA, 02110, US $300 Heading Home Inc. 528 Main St, Charlestown, MA, 02129, $250 Codman Square Health Center 637 Washington St., Dorchester, MA, 02124, $150 Provider Council 88 Broad St, Boston, MA, 02110, US $110 Riverside Community Care 270 Bridge St, Dedham, MA, 02026, US $225 AIM 1 Beacon St, Boston, MA, 02108, US $500 New England Center for Children 33 Turnpike Rd, Southborough, MA, 01772, $200 Chelsea Chamber of Commerce 308 Broadway, Chelsea, MA, 02150, US $150 Person or entity for whom Donor was acting, if any Page 17 of 19 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 18 of 19 I, Mary Louise Sudders, 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 19 of 19