Christopher Sontchi

2012Annual

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

What was filed

  • 75

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 6

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Wachovia Educaon Services
  • American Education Services
  • Institute: Annual Spring Meeting
  • A iD aA a PA Ne Institute: Mid-Atlantic Workshop
  • The Canadian Institute
  • Ae re Te ww LP} 4 University: Views From the Bench
  • Association of Insolvency & } Restructuring Advisors
  • Institue/Commission to Study the Reform of Chapter 11
  • Widener University Law School, ad junct professor; Fall semester
  • Self-employed physician

As filed

Wilmington Trust Company — Interest

DEXSTA Federal Credit Union — Interest

Brokerage Account #1 — None

529 Plan #1

John Hancock, Freedom $29 College 2W132016 — None

529 Plan #2

John Hancock, Freedom 529 College 2017-2020 — None

IRA #)

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund — Int/Div

Baron Funds, Baron Growth Fund — None — Sold

Neuberger Berman, Genesis Fund — Int/Div

Columbia Mgmt., Columbia Marsico Focused Equities Fund — Int/Div

PIMCO, PIMCO Commodity Real Return Strategy — Int/Div

PIMCO, PIMCO Total Return Strategy Fund — Int/Div

Rreef, Rreef Global Real Estate Securities Fund — Int/Div

Wells Fargo Advantage Funds, International Value Fund — Int/Div

MFS Research Fund — Int/Div

Eaton Vance Large Cap Value Fund — None — Sold

JP Morgan Core Bond Fund — Int/Div

Aston/River Road Small Cap Value Fund — None

Perkins Mid Cap Value Fund — Int/Div — Sold

Columbia Acorn International Fund — Int/Div

Munder Intemational Small Mid Cap Fund — Int/Div

Prudential High Yield Fund — None

Prudential Jenmison Mid Cap Growth Fund — Int/Div

JP Morgan U.S. Large Cap Core Plus Fund — Int/Div

RS Int'l Growth Fund — Int/Div

ASG Global Alternative Fund — None

Manning & Napier Equity Senes Fund — Int/Div

John Hancock Disciplined Value Fund — Int/Div — Buy

JP Morgan Mid Cap Value Fund — Int/Div — Buy

Janus Venture Fund — Int/Div — Buy

IRA #2

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div

RJ Bank Deposit Program — Interest

IRA}

RJ Bank Deposit Program — Interest

American Funds, Europacific Growth Fund mutual fund — Int/Div

Baron Funds. Baron Growth Fund — None — Sold

Neuberger Berman, Genesis Fund — Int/Div

Columbia Mgmt., Columbia Marsico Focused Equities Fund — Int/Div

PIMCO, PIMCO Commodity Real Return Strategy — Int/Div

PIMCO, PIMCO Total Return Strategy Fund — Int/Div

Rreef, Rreef Global Real Estate Securities Fund — Int/Div

Wells Fargo Advantage Funds, International Value Fund — Int/Div

MFS Research Fund — Int/Div

Eaton Vance Large Cap Value Fund — None — Sold

JP Morgan Core Bond Fund — Int/Div

Aston/River Road Small Cap Value Fund — Int/Div

Perkins Mid Cap Value Fund — None — Sold

Columbia Acorn International Fund — Int/Div

Munder Intemational Small Mid Cap Fund — Int/Div

Prudential High Yield Fund — Int/Div

Prudential Jenmison Mid Cap Growth Fund — Int/Div

JP Morgan U.S. Large Cap Core Plus Fund — Int/Div

RS Int'l Growth Fund — Int/Div

ASG Global Alternative Fund — None

Mannmg & Napier Equity Senes Fund — Int/Div

John Hancock Disciplined Value Fund — Int/Div — Buy

JP Morgan Mid Cap Value Fund — Int/Div — Buy

Janus Venture Fund — Int/Div — Buy

IRA #4

Fidelity Investments, Fidelity Overseas Fund Mutual fund — Int/Div

RJ Bank Deposit Program — Interest

401K) Plan 22

Franklin Templeton Inv., Franklin Income Fund — Int/Div

The Hartford, Hartford Capital Appreciation Fund — Int/Div

Henderson International Opportunities Fund — None

Quaker Funds, Quaker Strategic Growth Fund — None

Henderson European Focus Fund — Int/Div

Nationwide Flexible Prem. Variable Universal Life Policy #1

NW NVIT Inv Dest Ager 11 — None

Nationwide Flexible Prem. Variable Universal Life Policy #2

NW NVIT Inv Dest Ager 11 — None

Liability — Wachovia Educaon Services — Education Loan

Liability — American Education Services — Education Loan

Reimbursement — Institute: Annual Spring Meeting — 04/20/2012 — Tr ayy TYE TS — Ty Cl wtp, TF Ag

Reimbursement — A iD aA a PA Ne Institute: Mid-Atlantic Workshop — 08/04/2012 — es ney, Th — pO RT "thi ce a pr —

Reimbursement — The Canadian Institute — 10/01:2012 10/03/2012 — Toronto, Ontano, Canada — Panel member for seminar — Meals, lodging, tuition, travel

Reimbursement — Ae re Te ww LP} 4 University: Views From the Bench

Reimbursement — Association of Insolvency & } Restructuring Advisors — 11/19:2012 1122002012 — New York, New York — Panel member for seminar — Meals, tuition, travel

Reimbursement — Institue/Commission to Study the Reform of Chapter 11

Income — 2012 — Widener University Law School, ad junct professor; Fall semester — $11,250.00

Spouse's income — 2012 — Self-employed physician

1) Part 111-A, page 2, line 1 (2011 report): Reporting person did not teach at the University of Chicago Law School in 2012.

2) Part VII, page 4, line 3 (2012 report): Account was closed in 2011,

3) Part VII, page $, line 3: The entire balance in this account was withdrawn in 2007. This account remains open but had a balance of $0,00 throughout the

reporting period.

4) Part VII, page 5, line 9: The title of this account is "RJ Bank Deposit Program" rather than "Raymond James Bank" as previously used. See Part VII, page 4, line

10(2011 report). No other change has ocuured.

5) Part VII, page 4, line 13 (2011 report): The entire balance of The Hartford, Hartford Midcap Fund was sold on May 25, 2011,

6) Part VII, page 4, lines 16-17 (2011 report): The entire balance of Davis Funds, Davis New York Venture Fund was sold on June 20, 2011.

7) Part VII, page §, lines 21-22 (2011 report): The entire balance of T. Rowe Price, International Bond Fund was sold on September 26, 2011.

8) Part VII, page 5, lines 23-24 (2011 report): The entire balance of Thornburg Investments, Thornburg Value Fund was sold on November 7, 2011.

9) Part VII, page 5, lines 25-26 (2011 report): The entire balance of Harbor Funds, International Growth Fund was sold on September 26, 2011.

10) Part VII, page 7, line 36: The title of this account is "RJ Bank Deposit Program” rather than "Raymond James Bank" as previously used. See Part VII, page 6,

fine 45 (2011 report). No other change has ocuured,

11) Part VII, page 7, line 38: The title of this account is "RJ Bank Deposit Program” rather than "Raymond James Bank" as previously used. See Part VII, page 6,

linc 47 (2011 report). No other change has ocuured.

12) Part VII, page 6, line 50 (2011 report): The entire balance of The Hartford, Hartford Midcap Fund was sold on May 25, 2011.

13) Part VII, page 7, lines 53 (2011 report): The entire balance of Davis Funds, Davis New York Venture Fund was sold on June 20, 201 1.

14) Part VII, page 7, lines $6 (2011 report): The entire balance of T. Rowe Price, International Bond Fund was sold on September 26, 2011,

15) Part VII, page 7, lines 57 (2011 report): The entire balance of Thomburg Investments, Thormburg Value Fund was sold on November 7, 2011.

16) Part VII, page 7, lines 58 (2011 report): The entire balance of Harbor Funds, International Growth Fund was sold on September 26, 2011.

17) Part VII, page 7, line 65: The title of this account is "RJ Bank Deposit Program” rather than "Raymond James Bank" us previously used. See Part VII, page 8,

line 76 (2011 report). No other change has ocuured.

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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