Investor Disclosure

Thank you for visiting the Commonwealth of Massachusetts' Disclosure Archive.

One of the most important responsibilities of the Debt Management Department is to ensure that the Commonwealth produces timely and complete disclosure of the financial statements and operating performance of the state so that investors, both individual investors as well as large institutional investors, can assess the credit quality and risk of the Commonwealth's bonds being sold in the primary or secondary markets. The Commonwealth has always taken its disclosure and reporting requirements seriously, and is committed to providing the most robust and timely disclosure possible.

Starting in 2012 and continuing on, the Commonwealth has set a schedule for when it intends to provide updated disclosure to investors. Please click here to view or download a copy of the Massachusetts State Finance Calendar.  As you will see from the calendar, the Commonwealth will release updated Information Statements every January, March, May, July, September, and November.

This archive is not intended to supplant Rule 15c2-12 or the Commonwealth's filing obligations under this rule. In accordance with changes made to Rule 15c2-12 in 2009, official filings (annual financial statements, material events notices, etc.) are made electronically to the Electronic Municipal Market Access (EMMA) portal (www.emma.msrb.org).

This archive, as well as the other content provided in these pages, is meant to augment the Commonwealth's official disclosure requirements by providing additional voluntary information that both taxpayers and investors may find informative.

  • Please use the expandable menu below to locate different disclosure documents. Disclosure documents are listed and sorted by calendar year.
  • Documents available for downloading are in PDF format.
  • Adobe Acrobat Reader is required to view PDFs.