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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 90

    investments

  • 9

    positions

  • 0

    gifts

  • 9

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Collin Seitz American Inn of Court
  • The Rutter Group
  • Eastern District of Pennsylvania Bankruptcy Association
  • salary from Pepper Hamilton LLP

As filed

Vanguard IRA (S&P 500 Index Fund) — Dividend

Vanguard S&P 500 Index Fund — None — Sold

Vanguard Health Care Fund — None — Sold

Vanguard Primecap Fund — Dividend — Sold (part)

Vanguard Primecap Fund — Sold

Vanguard Federal Money Market Funds (cash equivalent) — Interest

Baird IRA (Franklin Templeton Growth Fund) — Dividend

Vanguard PA Long Term Tax-exempt Fund — Dividend

Vanguard Energy Fund — Dividend

Vanguard Global Capital Cycles Fund — Dividend

Vanguard Health Care Fund — Dividend

Vanguard S&P Index Fund — Dividend

Vanguard Primecap Fund — Dividend

Vanguard Small Cap Index Fund — Dividend

Vanguard Federal Money Market Fund/IRA (cash equivalent) — Interest

Vanguard Growth Fund/IRA — Dividend

Vanguard Primecap/IRA — Dividend

Delaware Federal Credit Union (cash equivalent) — Dividend — Buy (add'l)

USAA Money Market (cash equivalent) — Interest

401(k) Plan Vanguard Primecap Fund — Int./Div.

Vanguard Strategic Equity Fund — Dividend

Vanguard Growth Index Fund — Dividend

Vanguard REIT Index Fund — Dividend

MorganStanley SmithBarney — Interest — Sold

Vanguard Energy Fund — Dividend

Vanguard S&P 500 Index Fund — Dividend

Vanguard Federal (f/k/a Prime) Money Market Fund (cash equivalent) — Interest

Trust — Rent

WSFS (cash equivalent) — Interest — Sold

Vanguard IRA (S&P 500 Index Fund) — Dividend

Vanguard S&P 500 Index Fund — None — Sold

Vanguard Health Care Fund — None — Sold

Vanguard Primecap Fund — Dividend — Sold (part)

Vanguard Primecap Fund — Sold

Vanguard Federal Money Market Funds (cash equivalent) — Interest

Baird IRA (Franklin Templeton Growth Fund) — Dividend

Vanguard PA Long Term Tax-exempt Fund — Dividend

Vanguard Energy Fund — Dividend

Vanguard Global Capital Cycles Fund — Dividend

Vanguard Health Care Fund — Dividend

Vanguard S&P Index Fund — Dividend

Vanguard Primecap Fund — Dividend

Vanguard Small Cap Index Fund — Dividend

Vanguard Federal Money Market Fund/IRA (cash equivalent) — Interest

Vanguard Growth Fund/IRA — Dividend

Vanguard Primecap/IRA — Dividend

Delaware Federal Credit Union (cash equivalent) — Dividend — Buy (add'l)

USAA Money Market (cash equivalent) — Interest

401(k) Plan Vanguard Primecap Fund — Int./Div.

Vanguard Strategic Equity Fund — Dividend

Vanguard Growth Index Fund — Dividend

Vanguard REIT Index Fund — Dividend

MorganStanley SmithBarney — Interest — Sold

Vanguard Energy Fund — Dividend

Vanguard S&P 500 Index Fund — Dividend

Vanguard Federal (f/k/a Prime) Money Market Fund (cash equivalent) — Interest

Trust — Rent

WSFS (cash equivalent) — Interest — Sold

Vanguard IRA (S&P 500 Index Fund) — Dividend

Vanguard S&P 500 Index Fund — None — Sold

Vanguard Health Care Fund — None — Sold

Vanguard Primecap Fund — Dividend — Sold (part)

Vanguard Primecap Fund — Sold

Vanguard Federal Money Market Funds (cash equivalent) — Interest

Baird IRA (Franklin Templeton Growth Fund) — Dividend

Vanguard PA Long Term Tax-exempt Fund — Dividend

Vanguard Energy Fund — Dividend

Vanguard Global Capital Cycles Fund — Dividend

Vanguard Health Care Fund — Dividend

Vanguard S&P Index Fund — Dividend

Vanguard Primecap Fund — Dividend

Vanguard Small Cap Index Fund — Dividend

Vanguard Federal Money Market Fund/IRA (cash equivalent) — Interest

Vanguard Growth Fund/IRA — Dividend

Vanguard Primecap/IRA — Dividend

Delaware Federal Credit Union (cash equivalent) — Dividend — Buy (add'l)

USAA Money Market (cash equivalent) — Interest

401(k) Plan Vanguard Primecap Fund — Int./Div.

Vanguard Strategic Equity Fund — Dividend

Vanguard Growth Index Fund — Dividend

Vanguard REIT Index Fund — Dividend

MorganStanley SmithBarney — Interest — Sold

Vanguard Energy Fund — Dividend

Vanguard S&P 500 Index Fund — Dividend

Vanguard Federal (f/k/a Prime) Money Market Fund (cash equivalent) — Interest

Trust — Rent

WSFS (cash equivalent) — Interest — Sold

Trustee

Trustee

Trustee

Co-President, Collin Seitz American Inn of Court

Editor, The Rutter Group

Co-President, Collin Seitz American Inn of Court

Editor, The Rutter Group

Co-President, Collin Seitz American Inn of Court

Editor, The Rutter Group

Agreement — 8/23/98 — Jacoby, Donner P.C. termination of interest in law firm payment agreement

Agreement — 1996 — Walrath & Coolidge termination of partnership agreement

Agreement — 1987 — Clark, Ladner, Fortenbaugh & Young partnership agreement, termination rights

Agreement — 8/23/98 — Jacoby, Donner P.C. termination of interest in law firm payment agreement

Agreement — 1996 — Walrath & Coolidge termination of partnership agreement

Agreement — 1987 — Clark, Ladner, Fortenbaugh & Young partnership agreement, termination rights

Agreement — 8/23/98 — Jacoby, Donner P.C. termination of interest in law firm payment agreement

Agreement — 1996 — Walrath & Coolidge termination of partnership agreement

Agreement — 1987 — Clark, Ladner, Fortenbaugh & Young partnership agreement, termination rights

Reimbursement — Eastern District of Pennsylvania Bankruptcy Association — 1/24-25 — Philadelphia, PA — Annual Bankruptcy Conference attendee — lodging, meals, registration fees, parking

Reimbursement — Eastern District of Pennsylvania Bankruptcy Association — 1/24-25 — Philadelphia, PA — Annual Bankruptcy Conference attendee — lodging, meals, registration fees, parking

Reimbursement — Eastern District of Pennsylvania Bankruptcy Association — 1/24-25 — Philadelphia, PA — Annual Bankruptcy Conference attendee — lodging, meals, registration fees, parking

Spouse's income — 2020 — salary from Pepper Hamilton LLP

Spouse's income — 2020 — salary from Pepper Hamilton LLP

Spouse's income — 2020 — salary from Pepper Hamilton LLP

Part VII line 20. Pursuant to instructions in the letter dated October 30, 2007, from the Committee, I have listed only the identity of 401(k), the gross

value in column C, and the amount of market gain/loss experienced by the 401(k).

Part VII line 28. The rental income for the Trust is from two assets. One is a gas lease.The value code for that asset reflects the cash held by the Trust from the

proceeds of the gas lease and the value of the mineral rights; the Trust has no interest in the real estate, which is located in Bradford County, PA. The second is an

interest in an LLC which has an ownership interest in real estate in Ventnor, NJ.

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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