Christopher C. Conner

2017Annual

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What was filed

  • 86

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 5

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Fidelity Advisor 529 College Savings Plans #1 and #2
  • Trustee Account #1]
  • Penn State University Dickinson School of Law
  • Pennsylvania State Employees Credit Union
  • Riverview Bank
  • PenkFed Credit Union (X)
  • PenFed Credit Union (X)
  • PenFed Credit Umon (X)
  • Property Lawyers Association (NYILPA)
  • The Pennsylvama State University - teaching at law school

As filed

CHARLES SCHWAB IRA 21 (H)

First National Bank cash accounts (formerly referred to as FNB) — Interest

RENTAL PROPERTY, Mechanicsburg, PA (2004, $302,250) — Rent

DowDuPont Inc. common stock (X) — Int/Div

FIDELITY ADVISOR 529 COLLEGE SAVINGS PLAN #1 (H)

FA 529 Stock Selector Mid Cap Portfolio Class A — None — Distnbuted

FIDELITY ADVISOR 529 COLLEGE SAVINGS PLAN #2 (H)

FA 529 Diversified International Portfolio Class A — None — Sold (part)

FA 529 Diversified International Portfolio Class A — Distributed

FA 529 Stock Selector Mid Cap Portfolio Class A — None

FA 529 Small Cap Portfolio Class A — None — Distnbuted

FA 529 Dividend Growth Portfolio Class A — None — Sold (part)

FA 529 Limited Term Bond Portfolio C1 A (formerly Intermediate Bond) — None

TRUSTEE ACCOUNT #1 (H)

Schwab One money market account — Interest

Pimco Income Fund Class D — Int/Div — Buy (add'l)

Pimco Income Fund Class D — Buy (add'l)

T Rowe Price Blue Chip Growth Fund — Int/Div — Sold (part)

T Rowe Price Blue Chip Growth Fund — Sold (part)

BBH Core Select Fund Class N — Int/Div — Sold (part)

BBH Core Select Fund Class N — Sold (part)

Vanguard Dividend Growth Fund Investor shares — Int/Div — Sold (part)

Vanguard Selected Value Fund — Int/Div — Sold (part)

Schwab Health Care Fund — None — Sold

iShares ETF Short Maturity Bond — Int/Div — Sold

Glenmede Large Cap Growth Fund — Int/Div — Sold (part)

Glenmede Large Cap Growth Fund — Sold (part)

Glenmede Large Cap Growth Fund — Sold (part)

Berkshire Hathaway Class B common stock — None — Sold (part)

Berkshire Hathaway Class B common stock — Sold (part)

Sector SPDR Fund Consumer Discretionary Select ETF — Int/Div — Sold (part)

Sector SPDR Fund Consumer Discretionary Select ETF — Sold

Select STR Financial Select SPDR ETF — Int/Div

Powershares QQOQ Trust ETF IV — Int/Div — Sold (part)

Powershares QQOQ Trust ETF IV — Sold (part)

Schwab Fundamental International Large Company Index Fund — Int/Div — Buy

iShares US Healthcare ETF — Int/Div — Buy

Xtrackers MSCI All World Ex US Hedged Equity ETF — Int/Div — Buy

iShares JPMorgan ESD Emerging Markets Bond ETF — Int/Div — Buy

iShares JPMorgan ESD Emerging Markets Bond ETF — Sold (part)

iShares JPMorgan ESD Emerging Markets Bond ETF — Sold

iShares MSC! Eurozone ETF — Int/Div — Buy

iShares MSC! Eurozone ETF — Buy (add'l)

SPDR Gold Shares — None — Buy

iShares China Large Cap ETF — Int/Div — Buy

iShares TIPS Bond ETF — Int/Div — Buy

Charles Schwab money market account — None — Closed

Charles Schwab Bank Sweep msured deposit account — Interest

PPL Corporation common stock — Int/Div — Sold

Financial Select Sector SPDR ETF — Int/Div — Sold

iShares TIPS Bond E11 — Int/Div — Sold

T Rowe Price Blue Chip Growth Fund — None — Sold (part)

T Rowe Price Blue Chip Growth Fund — Sold

Vanguard Short Term Corporate Bond Index ETF — Int/Div — Sold

Vanguard Dividend Growth Fund Investor Shares — Int/Div — Sold (part)

Vanguard Dividend Growth Fund Investor Shares — Sold

Vanguard Selected Value Fund — None — Sold (part)

Vanguard Selected Value Fund — Sold

Schwab Health Care Fund — None — Sold

iShares ETF Short Maturity Bond: Near — Int/Div — Sold

Consumer Discretionary Select Sector SPDR ETF — Int/Div — Sold

Technology Select Sector SPDR ETF — Int/Div — Sold

Glenmede Large Cap Growth Fund — Int/Div — Sold

Powershares QQOQ Trust Series — Int/Div — Sold

Guggenheim S&P 500 Equal Weight HC ETF — Int/Div — Sold

Berkshire Hathaway Class B common stock — None — Sold

iShares U.S. Medical Devices ETF — Int/Div — Sold

iShares U.S. Aerospace Defense ETF — Int/Div — Sold

iShares US Preferred Stock ETF — Int/Div — Sold

Schwab US Tips ETF — None — Sold

Real Estate Select Sector SPDR ETF — None — Sold

Schwab Fundamental International Large Company Index Fund — None — Buy

Schwab Fundamental International Large Company Index Fund — Sold

iShares US Healthcare ETF — Int/Div — Buy

iShares US Healthcare ETF — Sold

Xtrackers MSCI All World Ex US Hedged Equity ETF — None — Buy

Xtrackers MSCI All World Ex US Hedged Equity ETF — Sold

iShares JPMorgan ESD Emerging Markets Bond ETF — Int/Div — Buy

iShares JPMorgan ESD Emerging Markets Bond ETF — Sold

iShares MSC! Eurozone ETF — None — Buy

iShares MSC! Eurozone ETF — Sold

Schwab Value Advantage Money Fund — Int/Div — Open

Schwab Value Advantage Money Fund — Sold (part)

FIDELITY IRA ACCOUNT #2 (H)

Fidelity Extended Market Index Investor Fund (X) — Int/Div

Fidelity Select Biotechnology Fund (X) — Int/Div

Custodian, Fidelity Advisor 529 College Savings Plans #1 and #2

Trustee, Trustee Account #1]

Member of the Board of Counselors, Penn State University Dickinson School of Law

Liability — Pennsylvania State Employees Credit Union — Mortgage equity loan on Rental Property, Mechanicsburg, PA (Part VII Line 5)

Liability — Riverview Bank — Line of Credit secured by personal real estate, Harmsburg, PA

Liability — PenkFed Credit Union (X) — Mortgage secured by personal real estate, Scranton, PA

Liability — PenFed Credit Union (X) — Mortgage secured by personal real estate, Scranton, PA

Liability — PenFed Credit Umon (X) — Line of credit secured by personal real estate, Scranton, PA

Reimbursement — Property Lawyers Association (NYILPA) — Federal Judiciary. — Ae Aa. eam TT pr Tam

Income — 2017 — The Pennsylvama State University - teaching at law school — S24.000.00

Part VI, Lines 3, 4 and 5; These items are now reportable due to marrage in 2017

Part VII, Line 48; Name has changed from Charles Schwab Bank insured deposit account to Charles Schwab Bank Sweep insured deposit account

Part VII, Lines 85 and 86; These accounts are now reportable due to marriage in 2017

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 C. Conner | Frix