Christopher Sontchi

2020

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Pull out the substance of this filing.

What was filed

  • 102

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 4

    income

  • 2

    spouse income

Named parties

  • Turnaround Mnagement Association Philadelphia and Delaware Chapter
  • Delaware Law School Widener University
  • The University of Chicago Law School
  • American Bar Association
  • Delaware Law School Widener University; teaching
  • University of Chicago Law School; teaching
  • self-employed physician

As filed

WSFS Bank — Interest

DEXSTA Federal Credit Union — Interest

529 Plan #1

John Hancock, Freedom 529 College 2013-2016 — None — Sold (part)

529 Plan #2

John Hancock, Freedom 529 College 2017-2020 — None

IRA #1

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund — Dividend

Metropolitan West, Total Return Bond Fund — Dividend

ISHARES TR CORE US AGGBD ET — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend

ISHARES TR CORE MSCI EAFE — Dividend — Sold (part)

Vanguard Index Funds S&P 500 ETF SHS NEW — Dividend

American Mutual Fund — Dividend

Dodge & Cox Income Fund — Dividend

Loomis Sayles Growth Fubd — Dividend

Parnassus Mid Cap Fund — Dividend — Buy (add'l)

Pimco Low Duration Fund — Dividend — Sold (part)

PGIM High Yield Fund — Dividend — Buy (add'l)

T. Rowe Price Small Cap Value Fund — Dividend

Wesrern Asset Total Return Fund — Dividend

Vanguard High Dividend Yield ETF — Dividend

IRA #2

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Dividend

RJ Bank Deposit Program — Interest

IRA #3

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund — Dividend

Metropolitan West, Total Return Bond Fund — Dividend

ISHARES TR CORE US AGGBD ET — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend

ISHARES TR CORE MSCI EAFE — Dividend — Sold (part)

Vanguard Index Funds S&P 500 ETF SHS NEW — Dividend

American Mutual Fund — Dividend

Dodge & Cox Income Fund — Dividend

Loomis Sayles Growth Fubd — Dividend

Parnassus Mid Cap Fund — Dividend — Buy (add'l)

Pimco Low Duration Fund — Dividend — Sold (part)

PGIM High Yield Fund — Dividend — Buy (add'l)

T. Rowe Price Small Cap Value Fund — Dividend

Wesrern Asset Total Return Fund — Dividend

Vanguard High Dividend Yield ETF — Dividend

IRA #4

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Dividend

RJ Bank Deposit Program — Interest

401(k) Plan #2

JH LS Grow Active Strategy Fund — Dividend

Nationwide Universal Life Policy

One Year Multi-Index Monthly Average Indexed Interest Strategy — Int./Div.

Fixed Interest Strategy

WSFS Bank — Interest

DEXSTA Federal Credit Union — Interest

529 Plan #1

John Hancock, Freedom 529 College 2013-2016 — None — Sold (part)

529 Plan #2

John Hancock, Freedom 529 College 2017-2020 — None

IRA #1

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund — Dividend

Metropolitan West, Total Return Bond Fund — Dividend

ISHARES TR CORE US AGGBD ET — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend

ISHARES TR CORE MSCI EAFE — Dividend — Sold (part)

Vanguard Index Funds S&P 500 ETF SHS NEW — Dividend

American Mutual Fund — Dividend

Dodge & Cox Income Fund — Dividend

Loomis Sayles Growth Fubd — Dividend

Parnassus Mid Cap Fund — Dividend — Buy (add'l)

Pimco Low Duration Fund — Dividend — Sold (part)

PGIM High Yield Fund — Dividend — Buy (add'l)

T. Rowe Price Small Cap Value Fund — Dividend

Wesrern Asset Total Return Fund — Dividend

Vanguard High Dividend Yield ETF — Dividend

IRA #2

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Dividend

RJ Bank Deposit Program — Interest

IRA #3

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund — Dividend

Metropolitan West, Total Return Bond Fund — Dividend

ISHARES TR CORE US AGGBD ET — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend

ISHARES TR CORE MSCI EAFE — Dividend — Sold (part)

Vanguard Index Funds S&P 500 ETF SHS NEW — Dividend

American Mutual Fund — Dividend

Dodge & Cox Income Fund — Dividend

Loomis Sayles Growth Fubd — Dividend

Parnassus Mid Cap Fund — Dividend — Buy (add'l)

Pimco Low Duration Fund — Dividend — Sold (part)

PGIM High Yield Fund — Dividend — Buy (add'l)

T. Rowe Price Small Cap Value Fund — Dividend

Wesrern Asset Total Return Fund — Dividend

Vanguard High Dividend Yield ETF — Dividend

IRA #4

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Dividend

RJ Bank Deposit Program — Interest

401(k) Plan #2

JH LS Grow Active Strategy Fund — Dividend

Nationwide Universal Life Policy

One Year Multi-Index Monthly Average Indexed Interest Strategy — Int./Div.

Fixed Interest Strategy

Trustee, Turnaround Mnagement Association Philadelphia and Delaware Chapter

Adjunct Professor, Delaware Law School Widener University

Lecturer in Law, The University of Chicago Law School

Trustee, Turnaround Mnagement Association Philadelphia and Delaware Chapter

Adjunct Professor, Delaware Law School Widener University

Lecturer in Law, The University of Chicago Law School

Reimbursement — American Bar Association — 01/3/2020 - 01/31/2020 — Boca Raton, FL — Panel member for seminar — Meals, lodging, tuition, and travel

Reimbursement — American Bar Association — 01/3/2020 - 01/31/2020 — Boca Raton, FL — Panel member for seminar — Meals, lodging, tuition, and travel

Income — 2020 — Delaware Law School Widener University; teaching — $15,000.00

Income — 2020 — University of Chicago Law School; teaching — $10,000.00

Income — 2020 — Delaware Law School Widener University; teaching — $15,000.00

Income — 2020 — University of Chicago Law School; teaching — $10,000.00

Spouse's income — 2020 — self-employed physician

Spouse's income — 2020 — self-employed physician

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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Christopher Sontchi | Frix