Congressional stock trades · Member
Christopher A. Coons
Senator · DE · Democrat
14 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: Senate Committee on Appropriations; Senate Committee on Foreign Relations; Senate Committee on Small Business and Entrepreneurship; Senate Committee on the Judiciary; Senate Select Committee on Ethics.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-28 | 2026-08-07 | 21 | Spouse | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, Delaware) Description: Advanced materials manufacturing | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2024-03-06 | 2024-02-06 | 29 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2024-03-06 | 2024-02-06 | 29 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2023-02-10 | 2023-02-03 | 7 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2023-02-10 | 2023-01-31 | 10 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2022-05-03 | 2022-05-03 | 0 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $250,001 - $500,000 | eFD → |
| 2021-11-29 | 2021-11-09 | 20 | Dependent | W.L. Gore & Associates Inc. Company: W.L. Gore & Associates Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2021-11-29 | 2021-11-09 | 20 | Dependent | W.L. Gore & Associates Inc. Company: W.L. Gore & Associates Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2021-08-16 | 2021-08-04 | 12 | Spouse | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $500,001 - $1,000,000 | eFD → |
| 2021-08-16 | 2021-07-29 | 18 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $250,001 - $500,000 | eFD → |
| 2021-03-04 | 2021-03-01 | 3 | Member | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $250,001 - $500,000 | eFD → |
| 2020-08-18 | 2020-07-31 | 18 | Dependent | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-08-18 | 2020-07-31 | 18 | Dependent | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-08-18 | 2020-07-31 | 18 | Dependent | W.L. Gore & Associates, Inc. Company: W.L. Gore & Associates, Inc. (Newark, DE) Description: Advanced materials manufacturing | Sale (partial) | $50,001 - $100,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2023 report.
204 assets with a value on the report filed 2024-08-12. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| WSFS Bank | Other | Joint | $50,001 - $100,000 |
| W.L. Gore & Associates Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Member | $1,001 - $15,000 |
| Columbia Select Global Equity Fund Class I2 | Fund | Member | $1,001 - $15,000 |
| Delaware Ivy Mid Cap Growth Fund Class I | Fund | Member | $15,001 - $50,000 |
| Jensen Quality Growth Fund Cl I | Fund | Member | $15,001 - $50,000 |
| Rainier International Discovery Series - Class I | Fund | Member | $1,001 - $15,000 |
| Thrivent Small Cap Stock Fund Class S | Fund | Member | $1,001 - $15,000 |
| Vanguard U.S. Growth Fund Admiral Shares | Fund | Member | $15,001 - $50,000 |
| Virtus Duff & Phelps Global Real Estate Securiti | Fund | Member | $1,001 - $15,000 |
| PLSRX - Aristotle Strategic Income Fund I | Fund | Member | $15,001 - $50,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Member | $1,001 - $15,000 |
| Blackrock Strategic Global Bond Fund Inc. - Ins | Fund | Member | $1,001 - $15,000 |
| Eaton Vance Floating-Rate Advantaged Fund Class | Fund | Member | $15,001 - $50,000 |
| Guggenheim Total Return Bond Fund- Institutional | Fund | Member | $15,001 - $50,000 |
| Lord Abbett Investment Trust High Yield Fund Cla | Fund | Member | $15,001 - $50,000 |
| Total Intl Stock Ishares Core MSCI ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core Dividend Growth ETF | Fund | Member | $15,001 - $50,000 |
| W.L. Gore & Associates Inc. | Other | Spouse | Over $1,000,000 and held independently by spouse or dependent child |
| Fidelity Global Ex U.S. Index Fund | Fund | Spouse | $1,001 - $15,000 |
| Invesco Convertible Securities Fund Cl R6 | Fund | Spouse | $1,001 - $15,000 |
| Baron Opportunity Fund Inst Shs | Fund | Spouse | $1,001 - $15,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Fund | Spouse | $1,001 - $15,000 |
| Cohen & Steers Global Realty Shares Inc Class I | Fund | Spouse | $1,001 - $15,000 |
| Goldman Sachs Emerging Mkts Equity Insight Fd IN | Fund | Spouse | $1,001 - $15,000 |
| Oakmark Fund Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Lazard Global Listed Infrastructure Ptf Insti Sh | Fund | Spouse | $1,001 - $15,000 |
| Clearbridge Select Fd I | Fund | Spouse | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Spouse | $1,001 - $15,000 |
| American High-Income Trust - Class F-3 | Fund | Spouse | $1,001 - $15,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Spouse | $1,001 - $15,000 |
| Brandywineglobal - Global Opportunities Bond Fun | Fund | Spouse | $1,001 - $15,000 |
| Lord Abbett Investment Trust High Yield Fund Cla | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Spouse | $1,001 - $15,000 |
| iShares Select Dividend ETF | Fund | Spouse | $1,001 - $15,000 |
| Scholar's Edge Fixed Income Portfolio A | Fund | Spouse | $1,001 - $15,000 |
| Scholar's Edge Today Portfolio A | Fund | Spouse | $15,001 - $50,000 |
| Scholar's Edge Today Portfolio C | Fund | Spouse | None (or less than $1,001) |
| Scholar's Edge Aggressive Portfolio A | Fund | Spouse | None (or less than $1,001) |
| WSFS Bank | Other | Member | $1,001 - $15,000 |
| Htfd Ttl Return Bond HLS | Fund | Member | $15,001 - $50,000 |
| AB VPS Intl Value Port | Fund | Member | $15,001 - $50,000 |
| Htfd Intl Opp HLS | Fund | Member | $15,001 - $50,000 |
| Put VT Intl Equity | Fund | Member | $15,001 - $50,000 |
| Fidelity VIP Equity-Incm | Fund | Member | $15,001 - $50,000 |
| Fidelity VIP Grwth | Fund | Member | $1,001 - $15,000 |
| Htfd Disciplined Eqty HLS | Fund | Member | $50,001 - $100,000 |
| Invesco Capital App Fund | Fund | Member | $1,001 - $15,000 |
| InvescoV.I. Comstock Fund | Fund | Member | $1,001 - $15,000 |
| Invesco Main St Small Cap | Fund | Member | $15,001 - $50,000 |
| Putnam VT Small Cap | Fund | Member | $15,001 - $50,000 |
| AB VPS Relative Value Portfolio | Fund | Member | $15,001 - $50,000 |
| Fidelity Global Ex U.S. Index Fund | Fund | Member | $1,001 - $15,000 |
| Invesco Convertible Securities Fund Cl R6 | Fund | Member | $1,001 - $15,000 |
| Baron Opportunity Fund Inst Shs | Fund | Member | $1,001 - $15,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Fund | Member | $1,001 - $15,000 |
| Cohen & Steers Global Realty Shares Inc Class I | Fund | Member | $1,001 - $15,000 |
| Goldman Sachs Emerging Mkts Equity Insight Fd IN | Fund | Member | $1,001 - $15,000 |
| Oakmark Fund Institutional Class | Fund | Member | $15,001 - $50,000 |
| Lazard Global Listed Infrastructure Ptf Insti Sh | Fund | Member | $1,001 - $15,000 |
| Clearbridge Select Fd I | Fund | Member | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Member | $1,001 - $15,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Member | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Member | $1,001 - $15,000 |
| Brandywineglobal - Global Opportunities Bond Fun | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Member | $15,001 - $50,000 |
| iShares Select Dividend ETF | Fund | Member | $15,001 - $50,000 |
| WSFS Bank | Other | Spouse | $1,001 - $15,000 |
| JNL/PPM America HighYldBd | Fund | Spouse | $15,001 - $50,000 |
| JNL/PPM America FlRateInc | Fund | Spouse | $15,001 - $50,000 |
| JNL/Neuberger Strat Inc | Fund | Spouse | $15,001 - $50,000 |
| JNL/DoubleLineTR | Fund | Spouse | $15,001 - $50,000 |
| JNL/Fr Temp GlblMultiSec | Fund | Spouse | $1,001 - $15,000 |
| JNL/JPMorgan US Gov&Qual | Fund | Spouse | $1,001 - $15,000 |
| JNL/DFA US Core Equity | Fund | Spouse | $15,001 - $50,000 |
| JNL/JPMorgan MidCapGrowth | Fund | Spouse | $15,001 - $50,000 |
| JNL/MC Sm Cap Index | Fund | Spouse | $15,001 - $50,000 |
| JNL/WCM Focused IntlEq | Fund | Spouse | $15,001 - $50,000 |
| JNL/MC Emg Mkts Index | Fund | Spouse | $1,001 - $15,000 |
| JNL/T. RowePriceCapAp | Fund | Spouse | $15,001 - $50,000 |
| JNL/T. Rowe Price ShTmBd | Fund | Spouse | $250,001 - $500,000 |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Global Ex U.S. Index Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco Convertible Securities Fund Cl R6 | Fund | Dependent | $1,001 - $15,000 |
| Baron Opportunity Fund Inst Shs | Fund | Dependent | $1,001 - $15,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Fund | Dependent | $1,001 - $15,000 |
| Cohen & Steers Global Realty Shares Inc Class I | Fund | Dependent | $1,001 - $15,000 |
| Goldman Sachs Emerging Mkts Equity Insight Fd IN | Fund | Dependent | $1,001 - $15,000 |
| Oakmark Fund Institutional Class | Fund | Dependent | $15,001 - $50,000 |
| Lazard Global Listed Infrastructure Ptf Insti Sh | Fund | Dependent | $1,001 - $15,000 |
| Clearbridge Select Fd I | Fund | Dependent | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Dependent | $1,001 - $15,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Dependent | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Dependent | $1,001 - $15,000 |
| Brandywineglobal - Global Opportunities Bond Fun | Fund | Dependent | $1,001 - $15,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Dependent | $15,001 - $50,000 |
| Select Dividend Ishares ETF | Fund | Dependent | $1,001 - $15,000 |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Global Ex U.S. Index Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco Convertible Securities Fund Cl R6 | Fund | Dependent | $1,001 - $15,000 |
| Baron Opportunity Fund Inst Shs | Fund | Dependent | $1,001 - $15,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Fund | Dependent | $1,001 - $15,000 |
| Cohen & Steers Global Realty Shares Inc Class I | Fund | Dependent | $1,001 - $15,000 |
| Goldman Sachs Emerging Mkts Equity Insight Fd IN | Fund | Dependent | $1,001 - $15,000 |
| Oakmark Fund Institutional Class | Fund | Dependent | $15,001 - $50,000 |
| Lazard Global Listed Infrastructure Ptf Insti Sh | Fund | Dependent | $1,001 - $15,000 |
| Clearbridge Select Fd I | Fund | Dependent | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Dependent | $1,001 - $15,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Dependent | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Dependent | $1,001 - $15,000 |
| Brandywineglobal - Global Opportunities Bond Fun | Fund | Dependent | $1,001 - $15,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Dependent | $15,001 - $50,000 |
| Select Dividend Ishares ETF | Fund | Dependent | $1,001 - $15,000 |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| Fidelity Global Ex U.S. Index Fund | Fund | Dependent | $1,001 - $15,000 |
| Invesco Convertible Securities Fund Cl R6 | Fund | Dependent | $1,001 - $15,000 |
| Baron Opportunity Fund Inst Shs | Fund | Dependent | $1,001 - $15,000 |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Fund | Dependent | $1,001 - $15,000 |
| Cohen & Steers Global Realty Shares Inc Class I | Fund | Dependent | $1,001 - $15,000 |
| Goldman Sachs Emerging Mkts Equity Insight Fd IN | Fund | Dependent | $1,001 - $15,000 |
| Oakmark Fund Institutional Class | Fund | Dependent | $15,001 - $50,000 |
| Lazard Global Listed Infrastructure Ptf Insti Sh | Fund | Dependent | $1,001 - $15,000 |
| Clearbridge Select Fd I | Fund | Dependent | $1,001 - $15,000 |
| Vanguard International Growth Fund Admiral Share | Fund | Dependent | $1,001 - $15,000 |
| Baird Short Term Bond Fund Institutional Class | Fund | Dependent | $1,001 - $15,000 |
| Jpmorgan Strategic Income Opportunities Fund I C | Fund | Dependent | $1,001 - $15,000 |
| Brandywineglobal - Global Opportunities Bond Fun | Fund | Dependent | $1,001 - $15,000 |
| T. Rowe Price Institutional Floating Rate Fund | Fund | Dependent | $1,001 - $15,000 |
| Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Fund | Dependent | $15,001 - $50,000 |
| Select Dividend Ishares ETF | Fund | Dependent | $1,001 - $15,000 |
| W.L. Gore Associates Inc. | Other | Dependent | Over $1,000,000 and held independently by spouse or dependent child |
| PNC Bank | Other | Dependent | None (or less than $1,001) |
| W.L. Gore Associates Inc. | Other | Dependent | Over $1,000,000 and held independently by spouse or dependent child |
| PNC Bank | Other | Dependent | None (or less than $1,001) |
| W.L. Gore Associates Inc. | Other | Dependent | Over $1,000,000 and held independently by spouse or dependent child |
| PNC Bank | Other | Dependent | None (or less than $1,001) |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Dependent | $1,001 - $15,000 |
| Columbia Select Global Equity Fund Class I2 | Fund | Dependent | $1,001 - $15,000 |
| Delaware Ivy Mid Cap Growth Fund Class I | Fund | Dependent | $15,001 - $50,000 |
| Jensen Quality Growth Fund Cl I | Fund | Dependent | $15,001 - $50,000 |
| Rainier International Discovery Series - Class I | Fund | Dependent | $1,001 - $15,000 |
| Thrivent Small Cap Stock Fund Class S | Fund | Dependent | $1,001 - $15,000 |
| Vanguard U.S. Growth Fund Admiral Shares | Fund | Dependent | $15,001 - $50,000 |
| Virtus Duff & Phelps Global Real Estate Securiti | Fund | Dependent | $1,001 - $15,000 |
| Blackrock Strategic Global Bond Fund Inc. - Ins | Fund | Dependent | $1,001 - $15,000 |
| Guggenheim Total Return Bond Fund- Institutional | Fund | Dependent | $1,001 - $15,000 |
| Total Intl Stock Ishares Core MSCI ETF | Fund | Dependent | $1,001 - $15,000 |
| iShares Core Dividend Growth ETF | Fund | Dependent | $15,001 - $50,000 |
| American High-Income Trust - Class F-3 | Fund | Dependent | $1,001 - $15,000 |
| Pacific Funds Strategic Income - Class I | Fund | Dependent | $15,001 - $50,000 |
| Goldman Sachs Short Duration Tax Free Fund Insti | Fund | Dependent | $1,001 - $15,000 |
| Lord Abbett Investment Trust High Yield Fund Cla | Fund | Dependent | $1,001 - $15,000 |
| The Tax-Exempt Bond Fund of America - Class F-3 | Fund | Dependent | $15,001 - $50,000 |
| WSFS Bank | Other | Dependent | $50,001 - $100,000 |
| WSFS Bank | Other | Dependent | $50,001 - $100,000 |
| WSFS Bank | Other | Dependent | $15,001 - $50,000 |
| WSFS Bank | Other | Dependent | $50,001 - $100,000 |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Dependent | $1,001 - $15,000 |
| Columbia Select Global Equity Fund Class I2 | Fund | Dependent | $1,001 - $15,000 |
| Delaware Ivy Mid Cap Growth Fund Class I | Fund | Dependent | $1,001 - $15,000 |
| Jensen Quality Growth Fund Cl I | Fund | Dependent | $15,001 - $50,000 |
| Rainier International Discovery Series - Class I | Fund | Dependent | $1,001 - $15,000 |
| Thrivent Small Cap Stock Fund Class S | Fund | Dependent | $1,001 - $15,000 |
| Vanguard U.S. Growth Fund Admiral Shares | Fund | Dependent | $15,001 - $50,000 |
| Virtus Duff & Phelps Global Real Estate Securiti | Fund | Dependent | $1,001 - $15,000 |
| Pacific Funds Strategic Income - Class I | Fund | Dependent | $1,001 - $15,000 |
| Blackrock Strategic Global Bond Fund Inc. - Ins | Fund | Dependent | $1,001 - $15,000 |
| Goldman Sachs Short Duration Tax Free Fund Insti | Fund | Dependent | $1,001 - $15,000 |
| Guggenheim Total Return Bond Fund- Institutional | Fund | Dependent | $1,001 - $15,000 |
| Lord Abbett Investment Trust High Yield Fund Cla | Fund | Dependent | $1,001 - $15,000 |
| The Tax-Exempt Bond Fund of America - Class F-3 | Fund | Dependent | $15,001 - $50,000 |
| Total Intl Stock Ishares Core MSCI ETF | Fund | Dependent | $15,001 - $50,000 |
| iShares Core Dividend Growth ETF | Fund | Dependent | $15,001 - $50,000 |
| Gqg Partners Emerging Markets Equity Fund Instit | Fund | Dependent | $1,001 - $15,000 |
| Columbia Select Global Equity Fund Class I2 | Fund | Dependent | $1,001 - $15,000 |
| Delaware Ivy Mid Cap Growth Fund Class I | Fund | Dependent | $1,001 - $15,000 |
| Jensen Quality Growth Fund Cl I | Fund | Dependent | $1,001 - $15,000 |
| Rainier International Discovery Series - Class I | Fund | Dependent | $1,001 - $15,000 |
| Thrivent Small Cap Stock Fund Class S | Fund | Dependent | $1,001 - $15,000 |
| Vanguard U.S. Growth Fund Admiral Shares | Fund | Dependent | $1,001 - $15,000 |
| Virtus Duff & Phelps Global Real Estate Securiti | Fund | Dependent | $1,001 - $15,000 |
| Blackrock Strategic Global Bond Fund Inc. - Ins | Fund | Dependent | $1,001 - $15,000 |
| Guggenheim Total Return Bond Fund- Institutional | Fund | Dependent | $1,001 - $15,000 |
| Lord Abbett Investment Trust High Yield Fund Cla | Fund | Dependent | $1,001 - $15,000 |
| Total Intl Stock Ishares Core MSCI ETF | Fund | Dependent | $1,001 - $15,000 |
| iShares Core Dividend Growth ETF | Fund | Dependent | $1,001 - $15,000 |
| FDRXX - Fidelity Government Cash Reserves | Fund | Dependent | $1,001 - $15,000 |
| American High-Income Trust - Class F-3 | Fund | Dependent | $1,001 - $15,000 |
| Pacific Funds Strategic Income - Class I | Fund | Dependent | $1,001 - $15,000 |
| Goldman Sachs Short Duration Tax Free Fund Insti | Fund | Dependent | $1,001 - $15,000 |
| The Tax-Exempt Bond Fund of America - Class F-3 | Fund | Dependent | $1,001 - $15,000 |
| WSFS Bank | Other | Dependent | $250,001 - $500,000 |
| New Castle County Pension Plan | Other | Member | $15,001 - $50,000 |
| Sanibel Island Condo | Other | Member | $500,001 - $1,000,000 |
| PNC | Other | Member | $1,001 - $15,000 |
| Mariner Wealth Advisors | Other | Member | None (or less than $1,001) |
| Putnam 529 Age-Based GRAD-A | Fund | Spouse | $15,001 - $50,000 |
| Putnam 529 Age-Based GRAD-C | Fund | Spouse | $50,001 - $100,000 |
How reports are read: holdings methodology.