Position Held. Position Held. 1. UMass Medical School Faculty Spouse N/A
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1 Name of Person Reporting: Gregory Bialecki Current Home Address: Home Phone: Office Phone: Fax Number: N/A Office Name of spouse residing in household: Name of child(ren) residing in household: 2. Filer is not a Candidate for office. 3: Positions Held This question indicates the reason you are required to file a Statement of Financial Interests and must be completed. Identify each position you held in 2012 or now hold as a PUBLIC OFFICIAL or DESIGNATED PUBLIC EMPLOYEE and report the AMOUNT of INCOME, by category, derived from each position in If you did not earn any INCOME in any such position in 2012, complete the question, but check the Income Not Applicable box. Agency in which you serve(d) Position Held Dates of Employment Income 1. Executive Office of Housing and Economic Development Secretary 2/1/ Present $100,000 or more 4: Other Government Position(s) Identify any other government position(s) held in 2012 by you and/or an IMMEDIATE FAMILY member (spouse or dependent child) in any federal, state, county, district or municipal agency, whether compensated or uncompensated, full- or part-time. Please review the Instructions which detail the information that should be disclosed. Name of Governmental Entity Position Held Filer or Immediate Family Member Income (Filer Only) 1. UMass Medical School Faculty Spouse N/A 2. Cambridge Public Health Commission Advisor Spouse N/A 5: Employment and Other Associations with Businesses and Non-Governmental Entities (Including Non- Profit Organizations) Identify each BUSINESS with which you and/or an IMMEDIATE FAMILY member (spouse or dependent child) were associated in 2012 as an employee, or as a partner, sole proprietor, officer, director, or in any similar managerial capacity, whether compensated or uncompensated, full- or part-time. Name and Address of Business Position Held Filer or Immediate Family Member Gross Income (Filer Only) 1. UMass Memorial Medical Center Belmont Street Physician Spouse N/A
2 Worcester MA New England Cord Blood Bank Needham Street Newton MA Elizabeth Warren for MA Middlesex Avenue Somerville MA Director Spouse N/A Employee Child(ren) N/A 6: Business Ownership/Equity Identify any BUSINESS in which you and/or an IMMEDIATE FAMILY member owned more than 1% of the EQUITY at any time during FILER reported no business ownership/equity. 7: Transfer of Ownership/Equity Interests Identify any EQUITY in a BUSINESS (reported in Question 5 or 6) which you transferred to any IMMEDIATE FAMILY member at any time during You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). FILER reported no transfers of business ownership/equity interests. 8: Leaves of Absence Identify any BUSINESS with which you (not an IMMEDIATE FAMILY member) were previously associated and with which you had an understanding at any time during 2012 regarding employment at any future time. FILER reported no leaves of absence. 9: Gifts Identify any GIFTS received by you and/or an IMMEDIATE FAMILY member at any time during FILER reported no gifts. 10: Honoraria Identify any HONORARIUM received by you and/or an IMMEDIATE FAMILY member at any time during FILER reported no honoraria. 11: Reimbursements Identify any REIMBURSEMENTS received by you and/or an IMMEDIATE FAMILY member at any time during FILER reported no reimbursements. 12: State or Local Government Securities
3 Identify each SECURITY issued by the wealth or any public agency thereof or county or municipality located in the wealth, owned by you and/or an IMMEDIATE FAMILY member with a fair market value in excess of $1,000, as of December 31, 2012, and report any INCOME received by you at any time from such security in 2012, if such INCOME was in excess of $1,000. Please be aware that state employees who own state bonds and county employees who own county bonds may need to file a disclosure of such ownership with the Commission, in addition to disclosure of such ownership here. Please review the Instructions for more information. FILER reported no state or local government securities. 13: Securities and Investments Identify each SECURITY or other INVESTMENT, including the wealth s U-Fund, with a fair market value in excess of $1,000, beneficially owned by you and/or an IMMEDIATE FAMILY member as of December 31, To report SECURITIES and INVESTMENTS held in trust, see Questions Any INCOME received by you at any time during 2012 in excess of $1,000 from SECURITIES issued by the wealth or any public agency thereof or county or municipality located in the wealth should be reported in Question 12. Name of Issuer Description of Security Principal Place of Business or State of Incorporation Owner (Filer or Immediate Family Member) AdvisorShares Ranger Equity Bear ETF American High Income Trust Mutual Fund Mutual Fund Filer and Child(ren) 3. Capital World Bond Fund Mutual Fund Filer and Child(ren) 4. Capital World Growth and Income Fund Mutual Fund Joint 5. Chesapeake Energy Bond 6. Exelon Corporation 7. Federated Equity Kaufmann Mutual Fund 8. Fidelity Investments Mutual Fund Massachusetts Child(ren) 9. Forest City Enterprises Bond 10. Franklin Income Fund Mutual Fund 11. Growth Fund of America Mutual Fund Filer and Child(ren) 12. Guangshen Railway 13. Hong Kong Exchanges and Clearing 14. Icahn Enterprises Bond 15. Kinetics Mutual Global Mutual Fund 16. Kinetics Paradigm Mutual Fund 17. Market Vectors Gold Miners ETF Mutual Fund
4 18. McEwen Mining 19. Microvision 20. Montpelier RE Holdings Preferred 21. NRG Energy 22. NYSE Euronext 23. Orchard Supply Hardware Stores 24. Orchard Supply Hardware Stores Preferred 25. Overseas Shipholding Group 26. Petrobank Energy and Resources 27. Petrominerals Ltd 28. Rouse Properties 29. Sears Canada 30. Sears Holding Bond 31. Sears Holding 32. Sears Hometown & Outlet Stores 33. SmallCap World Fund Mutual Fund Filer and Child(ren) 34. Templeton Emerging Markets Income Fund Mutual Fund 35. Tortoise MLP Fund Mutual Fund 36. Urbana Corporation 37. US Global Investments 38. Visa 39. Western Asset Worldwide Income Fund Mutual Fund 40. Wisdomtree Investments
5 14: Business and Charitable Trusts If you and/or an IMMEDIATE FAMILY member had a beneficial ownership interest or served as a trustee of a BUSINESS or CHARITABLE TRUST as of December 31, 2012, you need to answer this question. You are not required to disclose the address of the BUSINESS or CHARITABLE TRUST if it is the same as your current home address. Where applicable, you should answer this portion of the question with Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no business or charitable trusts. 15: Business and Charitable Trust Assets Report all securities and other investments, with a fair market value in excess of $1,000, held in a BUSINESS or CHARITABLE TRUST(S) and beneficially owned by you and/or an IMMEDIATE FAMILY member as of December 31, You are not required to disclose the address of a property held in the BUSINESS or CHARITABLE TRUST(S) if it is the same as your current home address. Where applicable, you should answer this portion of the question with Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no business or charitable trust holdings. 16: Family Trust Assets Report all SECURITIES and other INVESTMENTS, with a fair market value in excess of $1,000, held in a FAMILY TRUST and beneficially owned by you and/or an IMMEDIATE FAMILY member as of December 31, If your home is held in a FAMILY TRUST, report details on the property in Question 22 if it is located in Massachusetts. You are not required to disclose your current home address. Where applicable, you should answer this portion of the question with Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no family trusts. 17: Realty Trusts If you and/or an IMMEDIATE FAMILY member had a beneficial ownership interest or served as a trustee of a REALTY TRUST as of December 31, 2012, you need to answer this question. You are not required to disclose the address of the REALTY TRUST if it is the same as your current home address. Where applicable, you should answer this portion of the question with Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no realty trusts. 18: Realty Trust: Real Property Assets Report all real property held in a REALTY TRUST and beneficially owned by you and/or an IMMEDIATE FAMILY member as of December 31, You are not required to disclose the address of the REALTY TRUST if it is the same as your current home address. Where applicable, you should answer this portion of the question Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no realty trust property holdings. 19: Business, Charitable and Realty Trusts: Mortgage Obligations Report all mortgages, including home equity and reverse mortgage loans, as of December 31, 2012, on any
6 property held in a BUSINESS, CHARITABLE or REALTY TRUST and disclosed in response to Question 15 and/or 18. You are not required to disclose the address of a BUSINESS, CHARITABLE or REALTY TRUST if it is the same as your current home address. Where applicable, you should answer this portion of the question Home Address. Please review the Instructions which detail the information that should be disclosed. FILER reported no realty trust mortgage obligations. 20: Business, Charitable, Family and Realty Trusts: Purchases/Transfers of Property in Massachusetts Only Report all purchases by and/or transfers to any BUSINESS, CHARITABLE, FAMILY and/or REALTY TRUST of property located in Massachusetts which occurred at any time during FILER reported no purchase/transfers of realty trust property in Massachusetts. 21: Business, Charitable, Family and Realty Trusts: Sales/Transfers of Property in Massachusetts Only Report all sales and/or transfers by any BUSINESS, CHARITABLE, FAMILY and/or REALTY TRUST of property located in Massachusetts which occurred at any time during You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). FILER reported no sale/transfers of realty trust property in Massachusetts. 22: Real Property Owned in Massachusetts Identify any real property in Massachusetts with an assessed value in excess of $1,000, in which you and/or an IMMEDIATE FAMILY member held an interest as of December 31, EXCLUDE: Out-of-state property or property located in Massachusetts held for business or rental purposes. You are not required to disclose your current home address. Where applicable, you should answer this portion of the question with Home Address. You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). Address of Property Description of Property Person(s) Holding Interest Assessed Value (Filer Only) 1. Primary Residence $100,000 or more 2. Vacation Residence $60,001 to 100,000 23: Business, Investment and Rental Properties Identify any real property with an assessed value in excess of $1,000 as of December 31, 2012, regardless of location, including time-sharing arrangements, held for business, investment or rental purposes, in which you and/or an IMMEDIATE FAMILY member had a direct or indirect interest. Property held in a REALTY TRUST should be reported in Question 18. EXCLUDE: Properties held primarily for personal or family use. You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). FILER reported no investment or rental properties.
7 24: Real Property Purchases Identify any real property located in Massachusetts which was purchased by or otherwise transferred to you and/or an IMMEDIATE FAMILY member at any time during Purchases of property held in a BUSINESS, CHARITABLE, FAMILY and/or REALTY TRUST should be reported in Question 20. You are not required to disclose your current home address. Where applicable, you should answer this portion of the question with Home Address. You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). FILER reported no real property purchases. 25: Real Property Sales Identify any real property located in Massachusetts which was sold by or otherwise transferred from you and/or an IMMEDIATE FAMILY member at any time during Sales of real property held in a BUSINESS, CHARITABLE, FAMILY and/or REALTY TRUST should be reported in Question 21. You are not required to disclose the name of your spouse or any dependent child(ren). Where applicable, you should answer this portion of the question by indicating the relationship, e.g., Filer and Child(ren), Spouse, Spouse and Child(ren) or Child(ren). FILER reported no real property sales. 26: Mortgage Loan Information Identify all mortgages, including home equity and reverse mortgage loans, in excess of $1,000, outstanding on December 31, 2012, for which you and/or an IMMEDIATE FAMILY member were obligated. If the mortgage loan was for your current home, exclude the original AMOUNT borrowed or owed. You are not required to disclose your current home address. Where applicable, you should answer this portion of the question with Home Address. For an IMMEDIATE FAMILY member, do not report the AMOUNTS borrowed and owed. Address of Property Creditor Name and Address Original Amount Borrowed and Amount Owed Year Due and Interest Rate 1. Primary Residence Sovereign Bank 1130 Berkshire Boulevard Wyomissing PA Original Amount: N/A Amount Owed: N/A 3.625% Primary Residence Sovereign Bank 1130 Berkshire Boulevard Wyomissing PA Original Amount: N/A Amount Owed: N/A home equity line; 3% (floating) Washington Mutual 1201 Third Avenue Seattle WA 9801 Original Amount: $40,001 to 60,000 Amount Owed: $5,001 to 10,000 7% : Mortgage Receivable Information Identify any real property located in Massachusetts on which you and/or an IMMEDIATE FAMILY member held a mortgage as of December 31, Also identify any real property located out-of-state which was held for business or rental purposes on which you and/or an IMMEDIATE FAMILY member held a mortgage as of December 31, Report the name and address of the mortgagee (the person obligated to you and/or an IMMEDIATE FAMILY member) and the assessed value by category. If the mortgage is held only by an
8 IMMEDIATE FAMILY member, do not report the assessed value of the property. EXCLUDE: Mortgages on outof-state property if the property is held primarily for personal or family use. FILER reported no mortgage receivables. 28: Other Creditor Information Identify each debt, loan or other liability, including mortgage(s), home equity and reverse mortgage loans on property located out-of-state, in excess of $1,000, owed by you and/or an IMMEDIATE FAMILY member as of December 31, You must report the loan collateral, which is the property assigned to guarantee payment. EXCLUDE: Any liability of $1,000 or less; installment loans (cars, household effects, etc.); educational loans; medical and dental debts; credit card purchases (other than cash advances); support or alimony obligations; debts owed to a spouse or CLOSE RELATIVE; and debts incurred in the ordinary course of a BUSINESS. Please review the Instructions which detail the information that should be disclosed. FILER reported no other creditor information. 29: Debts Forgiven Identify each creditor who at any time during 2012 forgave any indebtedness in excess of $1,000 owed by you and/or an IMMEDIATE FAMILY member. EXCLUDE: Any debts forgiven by a spouse, a CLOSE RELATIVE, or the spouse of a CLOSE RELATIVE. FILER reported no debts forgiven. 1: I Gregory Bialecki certify that: I made a reasonably diligent effort to obtain required information concerning myself and IMMEDIATE FAMILY MEMBER(S); and The information provided on this form is true and complete, to the best of my knowledge. Submitted under the pains and penalties of perjury.( 5/ 1/ 2013) The Following Immediate Family Members declined to disclose information: The Following are the specific Question(s) for which answers were declined by each Immediate Family Member: The following are the specific question(s) which I decline to answer in whole or in part, because I assert the information is privileged by law. The explanation of the basis of your claim of privilege is: N/A
Office Email: paula.carey@jud.state.ma.us
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Agency in which you serve(d) Position Held Dates of Employment Income
Name of Person Reporting: Ira Rubenzahl Current Home Address: Information Redacted Home Phone: Information Redacted Office Phone: Information Redacted Fax Number: Information Redacted Office Email: Information
Office Email: daniel.winslow@mahouse.gov;
Name of Person Reporting: Daniel B. Winslow Current Home Address: Home Phone: Office Phone: 617-388-6085 Fax Number: N/A Name of spouse residing in household: Name of child(ren) residing in household:
Office Email: daniel.winslow@mahouse.gov; 2. Filer is a Candidate for the office of State Representative.
Name of Person Reporting: Daniel B. Winslow Current Home Address: Home Phone: Office Phone: Fax Number: N/A Name of spouse residing in household: Name of child(ren) residing in household: Office Email:
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