Sonia Sotomayor

2017Annual

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Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 6

    reimbursements

  • 4

    income

  • 0

    spouse income

Named parties

  • 1Cvics
  • JP Morgan Chase, NA
  • AT a Ny School
  • NER eA TE a Ce
  • Foundation
  • Law LS RES A TRE, (OE SNE TVR
  • Penguin Random House LLC
  • Amencan Associaton of University Women (donation)

As filed

Citibank. NA. Accounts — Interest

Morgan Stanley Bank, NA (H) — Interest

Templeton Global Bond A Fund — Int/Div — Sold

Columbia TRI LC Growth Class A MF Fund — Int/Div — Sold

Nuveen NWQ Large Cap Value A Fund — Int/Div — Sold

Thomburg IN Growth A Fund — Int/Div — Sold

Franklin FLTG RT DLY Access A Common — Int/Div — Sold

Morgan Stunley Bank, NA (IRA) (H) — Interest

Blackrock GLB Allocation FD Class A (IRA) — Int/Div

Pimco Unconstrained BDA (IRA) — Int/Div

Rental Property #1, New York, NY Appraised 2012 — Rent

Ishares Core MSC EAFE ETF — Int/Div — Buy

Ishares Core MSCI Emergmg — Int/Div — Buy

shares IBOXX S$ HY COR BD ETF — Int/Div — Buy

Ishares Russell 1000 GRW ETF — Int/Div — Buy

Ishares Russell 1000 Value ETF — Int/Div — Buy

Ishares Russell 2000 GRWTH ETF — Int/Div — Buy

Ishares Russell 2000 Value ETF — Int/Div — Buy

Ishares Russell MIDCAP G ETF — Int/Div — Buy

Ishares Russell MIDCAP V ETF — Int/Div — Buy

Ishares Tips Bond ETF — Int/Div — Buy

PIMCO Enhanced SHRT MTRT EXC — Int/Div — Buy

SPDR Nuveen BBG Bar SHRT Term — Int/Div — Buy

SPDR Nuveen BBG Barclays MUN B — Int/Div — Buy

Wisdomtree Trust JAPN Hedge EQ — Int/Div — Buy

Goveming Director, 1Cvics

Liability — JP Morgan Chase, NA — Mortgage on Rental Property #1, New York, New York (Pt. VII, Line 11)

Reimbursement — AT a Ny School — 122007 — ne as I Tt Le ye A discussion with law students — FTES TE I The I

Reimbursement — NER eA TE a Ce — 44007 — VRE TTYL a — discussion with law students — nS Rr FURS Ta Wy WT a

Reimbursement — participation in unveiling of portrait

Reimbursement — Foundation — East African Judges & artys.

Reimbursement — 9282017 — Judge Ralph Winer and presention of Devitt Award — a, A tn rr Tarn Gd ATE rE

Reimbursement — Law LS RES A TRE, (OE SNE TVR — A discussion with law students — BLY AYE ANAT CER rR CAST IT

Income — 6/82017 — Penguin Random House LLC — S40.000.00

Income — 732017 — Penguin Random House LLC — S317.500.00

Income — 102372017 — Penguin Random House LLC — S40.000.00

Income — 6/16:2017 — Amencan Associaton of University Women (donation) — $2,000.00

Part 111 = A - Ttems 1, 2 and 3 - Publisher's advances against royalties for two books. Dates provided are dates of checks forwarded by literary agent in amounts net

of agent's commissions,

Part 111 - A - Item 4 - Donation of $2,000 was made on my behalf to a qualified charitable organization in lieu of an honorarium, pursuant to Section 1020.30(c) of

the Judicial Conference Regulations.

Part IV = Item | = In conjunction with this event, | participated in a similar event at the Law School of the University of California at Berkeley. The cost of

transportation and lodging was shared by the two universities.

Part IV - Item 5 - While the University of Macerata is a public institution, the publication of the Italian language edition of my memoir "My Beloved World" was

sponsored by Studio Lucchetti, a private Italian law firm. One of the two panel discussions in which | participated dealt with the publication of the memoir.

Part IV - Item 6 - The cost of transportation, lodging and meals for these events were shared by the sponsoring organizations. Transportation from the United

States to Cape Town, South Africa and from Arusha, Tanzania to the United States was paid for by the University of Cape Town, where I had participated in

similar events prior to flying to Arusha. The University of Cape Town is a public institution.

Part IV ~ Item 8 - In conjunction with this event, | participated in a similar event at Queens College, Flushing, New York. The cost of transportation was shared by

the two universities. Queens College is a public institution,

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.

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