Denise Jefferson Casper
2011Annual
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Pull out the substance of this filing.
What was filed
79
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Big Sister Association of Greater Boston, Inc
- Thermo Fisher Scientific - salary mcluding cash, stock and options
- Zimmer Holdings, Inc. - Board of Directors fees including cash and stock
As filed
Bank of America Accounts — Interest
Fidelity Investments Accounts — Interest
Alere Common Stock (ALR) — Int/Div
Bayer AG (ADR) Common Stock — Int/Div
Thermo Fisher Scientific Common Stock (TMO). See Notes — None — Sold (part)
Thermo Fisher Scientific Common Stock (TMO). See Notes — Sold (part)
Thermo Fisher Scientific Common Stock (TMO). See Notes — Sold (part)
Thermo Fisher Scientific Stock Options — None
Thermo Fisher Scientific Restricted Stock See notes. — None
Thermo Fisher Scientific Restricted Stock Units — None
Vanguard Tax Free Money Market Fund — Int/Div
Charles Schwab Money Market Account — Interest
iBoxx High Yield Corp Bond Fund (HYG) — Int/Div
Vanguard Short Term Bond ETF — Int/Div
Dodge & Cox Intl Stock Mutual Fund (DODFX) — Int/Div
Bain Capital Fund VIII Limited Partnership — Int/Div
Bain Capital AIV Lowes Il Limited Partnership — Int/Div
Bain Capital Tru VIII Limited Partnershp — Int/Div
Bain Capital VII Limited Partnership — Int/Div
Bain Capital VI Limited Partnership — Int/Div
Bain Venture Fund 2001 Limited Partnership — Int/Div
Water Street Healthcare Partners limited partmership — Int/Div
Water Street Healthcare Partners 11 limited partnership — Int/Div
TPG FOF Funds — Int/Div
Special Opportunities Fund [1 limited partnership — Int/Div
Special Opportunities Fund IV limited partmership — Int/Div
GS Hedge Fund Opportunities 2007 Limited Partnership — Int/Div
Vontobel Non US Equity LLC — Int/Div
AFF Co-lnvest, LP — Int/Div
Charlesbank Equity Coinvest — Int/Div
Pine Cobble Capital limited partnership — Int/Div
Esplanade Capital limited partnership — Int/Div
Zimmer Holdmgs Phantom Stock Units — Int/Div
Zimmer Holdings Restricted Stock Units — Int/Div
Goldman Sachs Money Market Account — Interest
Trust #1 assets listed with = below
GS Investment Grade Credit Fund A — Int/Div
GS Short Duration T/F Mutual Fund Class A — Int/Div
Standard and Poors S00 Depository Receipts Mutual Fund — Int/Div
GS Emerging Markets Equity Fund GEMIX — Int/Div
GS Short Duration Tax Free Mutual Fund — Int
Mass Water Pollution Rev 5.5% 8/1/12 Bond — Interest
Cook Cty GO 5.00% Bond — Interest
City of Boston GO 5% 1/1/13 bond — Interest
Pinsfield MA GO S.5% 4/15/14 bond — Interest
Vanguard ST Bond E17 (BSV) — Int/Div
Comcast Convertible Bond — Interest
Exxon Mobil Common Stock (XOM) — Int/Div
People's United Common Stock (PBCT) — Int/Div
SPDR S&P Bank ETF (KBE) — Int/Div
US. Savings Bonds — Interest
PIMCO Total Return Institutiona (PTTRX) — Int/Div
Dodge & Cox Stock Fund (DODGX) — Int/Div
SSGA S&P S00 Index Mutual Fund — Int/Div
T Rowe Price Growth Fund — Int/Div
Vanguard Mid Cap Index Fund (VMCIX) — Int/Div
Jennison Small Cap Growth Fund — Int/Div
Dodge & Cox Intl Stock Fund (DODFX) — Int/Div
District of Columbia GO 5% 6/1/14 bond — Interest
Comm of Mass Gen Oblig Ref BDS 1/1/12 bond — Interest
PA SL GO 5% 5/15/15 bond — Interest
Mass Bay transportation Auth Rev 5.2500% T/15 bond — Interest — Buy
Mass IB 5.375% 1/1/16 bond — Interest
Lone Star College System Rev Bond S000 8/15/16 — Interest
Univ Mass Bldg Aut Proj Rev 5/25% 11/1726 bond — Interest
Mass Water Re Authority 5.25% 8/1/17 bond — Interest
Seattle WA Rev 5% 2/1/18 bond — Interest
NJ Trans TR FD Auth Rev 5% 12/15/18 bond — Interest
Chicago, IL GO 5% 12/1/19 Bond — Interest
Kansas Dept of Trans Rev 5% 9/1/22 bond — Interest
Detroit MI Sch Dist GO 5.375% 5/1/24 bond — Interest
City of Houston, TX Rev 5.25% 5/15/11 bond — Interest — Matured
Goldman Sachs Linked to S&P S00 — None
Kentucky St. Property & Bldg Rev. 5.375% 10/1/18 Bond — Interest — Sold
Birmingham AL GO 5.25% 5/1/17 Bond — Interest — Sold
GS 1% 10v2002014 Linked 10 yr notes-bond — Interest
Dominos Pizza Common Stock — None — Donated
Mass GO 5% 8/1/14 Bond — Interest
TD Bank account — None
Honorary Trustee, Big Sister Association of Greater Boston, Inc
Spouse's income — 2011 — Thermo Fisher Scientific - salary mcluding cash, stock and options
Spouse's income — 2011 — Zimmer Holdings, Inc. - Board of Directors fees including cash and stock
Part VII
Asset listed on Part VII, line | of the nomination report was distributed prior to taking judicial office.
Part VII
Assets listed on Part VII, lines 12, 13, 25, 29, 41, 43, 44, 48, 50, 61, 62, 79 of nomination report were sold prior to taking judicial office.
Part VII
Assets listed on lines 3, 4, 14, 52, 54, 63, 66, 81 of this report were purchased after the date of the nomination report and prior to taking judicial office.
Part VII
Asset listed on line 11 corresponds to asset listed on Part VIT, line § of nomination report. Name of asset has been clarified.
Part VII
Asset listed on line 24 corresponds to assets listed on Part VII, lines 75 and 76 of nomination report. Name of asset has been clarified.
Part VII
Asset listed on line 29 corresponds to asset listed on Part VIL, line 74 of nomination report. Name of asset has been clarified.
Part VII
Asset listed on line 30 corresponds to asset listed on Part VIL, line 80 of nomination report. Name of asset has been clarified.
Part VII
Asset listed on line 49 is a correction of asset listed on Part VII, line 58 of nomination report,
Part VII
Asset listed on line 34 is 4 correction of asset listed on Part VII, line 57 of nomination report.
Part VII
received in kind compensation which increased the holdings of assets listed on lines 8, 34.
Part VII
All Thermo Fisher Scientific Restricted Stock listed on line 9 vested on 3/4/11, converting to Thermo Fisher Scientific Common Stock listed on line 5.
Part VII
Lines 33 and 43 are intentionally left blank.
8/13/2012 Amendments to Part VII, lines 12 and 36 made in response to Committee's inquiry of July 23, 2012. There are no stocks, bonds or mutual funds in those
accounts. They are cash accounts that are held in the broker's name.
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.