Christopher C. Conner

2014Annual

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Pull out the substance of this filing.

What was filed

  • 77

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    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
  • The Pennsylvama State University - teaching at law school
  • The Pennsylvania State University - teaching salary

As filed

PNC Bank, NA cash accounts — Interest

Metro Bank cash accounts — Interest

PNM Resources Inc. common stock — Int/Div

Conseco Life Insurance Co. - flexible premium life ins pol — Interest

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

FIDELITY ADVISOR 529 COLLEGE SAVINGS PLAN #1 (H)

FA 529 Diversified International Portfolio Class A — None — Distnbuted

FA 529 Stock Selector Mid Cap Portfolio Class A — None

FA 529 Small Cap Portfolio Class A — None — Sold (part)

FA 529 Small Cap Portfolio Class A — Distnbuted

FA 529 Money Market Portfolio Class A — None — Distnbuted

FA 529 High Income Portfolio Class A — None — Distributed

FIDELITY ADVISOR 529 COLLEGE SAVINGS PLAN #2 (Hh

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

FA 529 Stock Selector Mid Cap Portfolio Class A — None — Sold (part)

FA 529 Small Cap Portfolio Class A — None — Sold (part)

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

FA 529 High Income Portfolio Class A — None — Sold (part)

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

TRUSTEE ACCOUNT #1 (H)

Schwab One money market account — Interest

Loomis Sayles Bond Fund Class R — Int/Div

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

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

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

Commerce Bond Shares (Y)

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

Powershares S&P ETF S00 Low Volatility — Int/Div

Matthews Asia Dividend Fund — Int/Div

Vanguard Selected Value Fund — Int/Div

Pimco 0-5 Year High Yield Corp Bond Index Fund — Int/Div — Sold (part)

Pimco 0-5 Year High Yield Corp Bond Index Fund — Sold

AdvisorShares Trust Peritus High Yield ETF — Int/Div — Sold (part)

AdvisorShares Trust Peritus High Yield ETF — Sold

SPDR S&P China ETF — None — Sold

WisdomTree Europe Hedged Equity Fund — Int/Div

WisdomTree Japan Hedged Equity Fund — Int/Div

Schwab Health Care Fund — Int/Div — Buy

Ishares ETF Short Maturity Bond — Int/Div — Buy

Ishares ETF Short Maturity Bond — Sold (part)

Glenmede Large Cap Growth Fund — Int/Div — Buy

SPDR S&P Dividend ETF — Int/Div — Buy

Ishares US Preferred Stock ETF — Int/Div — Buy

Proshares UltraShort Euro — None — Buy

CHARLES SCHWAB IRA #1 (H)

Charles Schwab money market account — Interest

Charles Schwab Bank insured deposit account — Interest

Templeton Global Bond Fund — Int/Div — Sold (part)

PPL Corporation common stock — Int/Div

Sector SPDR Financial Select Shares of Beneficial Interest — Int/Div

IShares TR TIPS Bond ETF (Formerly Barclays TIPS Bond Fund) — Int/Div

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

Vanguard Short Term Corporate Bond Index ETF — Int/Div

Commerce Bond Shares (Y)

Metropolitan West Total Return Bond M — Int/Div

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

Powershares S&P ETF S00 Low Volatility — Int/Div — Sold (part)

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

SPDR S&P Midcap 400 ETF — Int/Div

Matthews Asia Dividend Fund — Int/Div

Pimco 0-5 Year High Yield Corp Bond Index Fund — Int/Div — Sold (part)

Pimco 0-5 Year High Yield Corp Bond Index Fund — Sold

AdvisorShares Trust Peritus High Yield FTF — Int/Div — Sold (part)

AdvisorShares Trust Peritus High Yield FTF — Sold

SPDR S&P China ETF — Int/Div — Sold

WisdomTree Europe Hedged Equity Fund — Int/Div

WisdomTree Japan Hedged Equity Fund — Int/Div

Schwab Health Care Fund — Int/Div — Buy

Ishares ETF Short Maturity Bond: Near — Int/Div — Buy

Proshares UltraShort Euro — None — Buy

Sector SPDR Consumer Fd Shares of Beneficial Interest — Int/Div — Buy

Sector SPDR Tech Select Shares of Beneficial Interest — Int/Div — Buy

Glenmede Large Cap Growth Fund — Int/Div — Buy

Ishares US Preferred ETF US Pid Stock — Int/Div — Buy

SPDR S&P Dividend ETF — Int/Div — Buy

Ishares Select Dividend ETF — Int/Div — Buy

GE Capital Bank, certificate of deposit — None — Buy

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

Trustee, Trustee Account #1]

Member of the Board of Advisors, 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)

Income — 2014 — The Pennsylvama State University - teaching at law school — S24.000.00

Spouse's income — 2014 — The Pennsylvania State University - teaching salary

N/A

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