Annual financial disclosure for 2024, filed May 15, 2025. Includes 111 assets and 2 liabilities.
| Asset | Value |
|---|---|
Capital One Savings Account | $15,001 - $50,000 |
DC Co-op Washington, DC, US | $500,001 - $1,000,000 |
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Tower Housing Cooperative, Inc. | other | $100,001 - $250,000 |
| Valon Mortgage, Inc. | mortgage | $500,001 - $1,000,000 |
Eastern Bank Account |
| $15,001 - $50,000 |
Eversource Smartsolar Revere, MA, US | N/A |
Family Home (non-primary) Truro, MA, US | $1,000,001 - $5,000,000 |
Massachusetts state pension | N/A |
Sequoia Fund | $500,001 - $1,000,000 |
Fidelity Brokerage Account | $100,001+ |
Fidelity Cash Reserves (FDRXX) | $250,000 - $250,000 |
| $100,001 - $250,000 |
United States Treasury Notes | $100,001 - $250,000 |
Fidelity Cash Reserves (FDRXX) | $15,001 - $50,000 |
| $100,001 - $250,000 |
United States Treasury Notes | N/A |
United States Treasury Notes | $100,001 - $250,000 |
| $500,001 - $1,000,000 |
| $1,001 - $15,000 |
| $100,001 - $250,000 |
| $50,001 - $100,000 |
Federal Farm Credit Banks | N/A |
Fidelity Cash Reserves (FDRXX) | $500,001 - $1,000,000 |
| $1,001 - $15,000 |
FS Energy and Power Fund | $15,001 - $50,000 |
GDB Debt Recovery Authority of Commonwealth of Puerto Rico | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $100,001 - $250,000 |
| $1,000,001 - $5,000,000 |
United States Treasury Notes | N/A |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
Fidelity Cash Reserves (FDRXX) | $250,001 - $500,000 |
| $100,001 - $250,000 |
United States Treasury 4.25%; 12/31/24 | N/A |
Acacia Partners LP | $1,001 - $15,000 |
Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
Acacia Partners LP | $1,001 - $15,000 |
| $50,001 - $100,000 |
| $1,001 - $15,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $100,001 - $250,000 |
| $15,001 - $50,000 |
Fidelity - Cash | $250,001 - $500,000 |
Fidelity Cash Reserves (FDRXX) | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
Oakmark Fund Investor Class (OAKMX) | $15,001 - $50,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
Ruane, Cunniff, & Goldfarb Inc. | $100,001 - $250,000 |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $250,001 - $500,000 |
| $1,001 - $15,000 |
United States Treasury Notes | N/A |
| $15,001 - $50,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Massachusetts BBO Elective Deferral Plan → Fidelity Blue Chip Growth Fund Class K (FBGKX) | $1,001 - $15,000 |
Massachusetts BBO Elective Deferral Plan | $50,001+ |
Fidelity Dividend Growth Fund Class K | $100,000 - $100,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $50,001 - $100,000 |
Fidelity Freedom 2030 Fund | $50,001 - $100,000 |
PERAdvantage 2030 Fund | $1,001 - $15,000 |
PERAdvantage US Large Cap Stock | $100,001 - $250,000 |
Oakmark Fund Investor Class | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Freedom 2030 Fund | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
| $100,001 - $250,000 |
Fidelity Dividend Growth Fund Class K | $1,001 - $15,000 |
Fidelity Select Environmental and Alternative Energy Portfolio | $1,001 - $15,000 |
Fidelity Dividend Growth Fund Class K (FDGKX) | N/A |
Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | N/A |
Fidelity Dividend Growth Fund Class K (FDGKX) | N/A |
Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | N/A |
Fidelity Dividend Growth Fund Class K (FDGKX) | N/A |
Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | N/A |
Fidelity Dividend Growth Fund Class K (FDGKX) | N/A |
Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | N/A |
Fidelity Dividend Growth Fund Class K (FDGKX) | N/A |
Fidelity Select Environmental and Alternative Energy Ptf (FSLEX) | N/A |
Katherine Clark Traditional IRA | N/A |
Fidelity Rollover IRA | N/A |
Fidelity Brokerage Account US | N/A |
Massachusetts BBO IRA | N/A |
Massachusetts BBO Elective Deferral Plan | N/A |
