Christopher A Coons — 2025 financial disclosure
| Report type | Annual |
| Filing year | 2025 |
| Chamber | senate |
| WSFS Bank | $100,001 - $250,000 · Interest · None (or less than $201) |
| W.L. Gore & Associates Inc. | $1,000,001 - $5,000,000 · Dividends · $15,001 - $50,000 |
| NFS/FMTC IRA FBO Christopher A Coons | -- |
| GQGIX - Gqg Partners Emerging Markets Equity Fund Instit | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| RGERX - Columbia Select Global Equity Fund Class I2 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| RAIIX - Rainier International Discovery Series - Class I | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VWUAX - Vanguard U.S. Growth Fund Admiral Shares | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| VGISX - Virtus Duff & Phelps Global Real Estate Securiti | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| PLSRX - Aristotle Strategic Income Fund I | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| BSBIX - Baird Short Term Bond Fund Institutional Class | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| MAWIX - Blackrock Strategic Global Bond Fund Inc. - Ins | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| GIBIX - Guggenheim Total Return Bond Fund- Institutional | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| DGRO - iShares Core Dividend Growth ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FDRXX - FIDELITY GOVERNMENT CASH RESERVES | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| FTHSX - FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BMSYX - MFS Blended Research Mid Cap Equity Fund - R6 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| FWMIX - Washington Mutual Investors Fund - Class F-3 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| HIGFX - AMERICAN HIGH INCOME TRUST - Class F-3 | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| IXUS - iShares Core MSCI Total International Stock ETF | $15,001 - $50,000 · Excepted Investment Fund · None (or less than $201) |
| W.L. Gore & Associates Inc. | Over $1,000,000 and held independently by spouse or dependent child · Dividends · $15,001 - $50,000 |
| NFS/FMTC IRA FBO Ann M Coons | -- |
| FSGGX - Fidelity Global Ex U.S. Index Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BIOIX - Baron Opportunity Fund Inst Shs | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| FTHSX - Fuller & Thaler Behavioral Small-Cap Equity Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| CSSPX - Cohen & Steers Global Realty Shares Inc Class I | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| GERIX - Goldman Sachs Emerging Mkts Equity Insight Fd IN | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| OANMX - Oakmark Fund Institutional Class | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| GLIFX - Lazard Global Listed Infrastructure Ptf Insti Sh | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| LBFIX - Clearbridge Select Fd I | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| HIGFX - American High-Income Trust - Class F-3 | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| BSBIX - Baird Short Term Bond Fund Institutional Class | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| JSOSX - Jpmorgan Strategic Income Opportunities Fund I C | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| RPIFX - T. Rowe Price Institutional Floating Rate Fund | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| DVY - iShares Select Dividend ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| JIGFX - Janus Henderson Overseas Fund - I Shares | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| AGG - US Aggregate Bond Ishares Core ETF | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| FDRXX - FIDELITY GOVERNMENT CASH RESERVES | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| Scholar's Edge 529 | -- |
| Scholar's Edge Fixed Income Portfolio A | $1,001 - $15,000 · Excepted Investment Fund · None (or less than $201) |
| … | 64 more assets: every one is in the complete record on this filing's page |
The complete record
| party | Democrat |
| state | DE |
| office | Coons, Chris (Senator) |
| source | SENATE_EFD_AFD |
| chamber | senate |
| filing id | senate-annual-1a0ba218-aebd-4e7c-a4b8-faa7b157a48a |
| report url | https://efdsearch.senate.gov/search/view/annual/1a0ba218-aebd-4e7c-a4b8-faa7b157a48a/ |
| scraped at | 2026-08-31T10:30:06.574Z |
| asset count | 104 |
| bioguide id | C001088 |
| filing date | 2026-08-06 |
| filing year | 2025 |
| member last | Coons |
| member name | Christopher A Coons |
| report type | Annual |
| member first | Christopher A |
| content parsed | true |
| report subtype | annual |
| state district | — |
| liability count | 2 |
assets (104)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| Joint | — | Wilmington, DE | WSFS Bank | Bank Deposit | 1 | Type: Checking | Interest | $100,001 - $250,000 | None (or less than $201) | — |
| Self | — | — | W.L. Gore & Associates Inc. | Corporate Securities | 2 | Company: W.L. Gore & Associates Inc. (Newark, DE) Description: Manufacturing | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Non-Public Stock |
| Self | — | — | NFS/FMTC IRA FBO Christopher A Coons | Retirement Plans | 3 | — | — | -- | — | IRA |
| Self | — | — | GQGIX - Gqg Partners Emerging Markets Equity Fund Instit | Mutual Funds | 3.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | RGERX - Columbia Select Global Equity Fund Class I2 | Mutual Funds | 3.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | RAIIX - Rainier International Discovery Series - Class I | Mutual Funds | 3.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VWUAX - Vanguard U.S. Growth Fund Admiral Shares | Mutual Funds | 3.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VGISX - Virtus Duff & Phelps Global Real Estate Securiti | Mutual Funds | 3.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | PLSRX - Aristotle Strategic Income Fund I | Mutual Funds | 3.6 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BSBIX - Baird Short Term Bond Fund Institutional Class | Mutual Funds | 3.7 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | MAWIX - Blackrock Strategic Global Bond Fund Inc. - Ins | Mutual Funds | 3.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | EIFAX - Eaton Vance Floating-Rate Advantaged Fund Class | Mutual Funds | 3.9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GIBIX - Guggenheim Total Return Bond Fund- Institutional | Mutual Funds | 3.10 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DGRO - iShares Core Dividend Growth ETF | Mutual Funds | 3.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FDRXX - FIDELITY GOVERNMENT CASH RESERVES | Mutual Funds | 3.12 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FTHSX - FullerThaler Behavioral Small-Cap Equity Fund - Institutional Shares | Mutual Funds | 3.13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BMSYX - MFS Blended Research Mid Cap Equity Fund - R6 | Mutual Funds | 3.14 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FWMIX - Washington Mutual Investors Fund - Class F-3 | Mutual Funds | 3.15 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | HIGFX - AMERICAN HIGH INCOME TRUST - Class F-3 | Mutual Funds | 3.16 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | IXUS - iShares Core MSCI Total International Stock ETF | Mutual Funds | 3.17 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | W.L. Gore & Associates Inc. | Corporate Securities | 4 | Company: W.L. Gore & Associates Inc. (Newark, DE) Description: Manufacturing | Dividends | Over $1,000,000 and held independently by spouse or dependent child | $15,001 - $50,000 | Non-Public Stock |
| Spouse | — | — | NFS/FMTC IRA FBO Ann M Coons | Retirement Plans | 5 | — | — | -- | — | IRA |
| Spouse | — | — | FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds | 5.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | BIOIX - Baron Opportunity Fund Inst Shs | Mutual Funds | 5.2 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FTHSX - Fuller & Thaler Behavioral Small-Cap Equity Fund | Mutual Funds | 5.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | CSSPX - Cohen & Steers Global Realty Shares Inc Class I | Mutual Funds | 5.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | GERIX - Goldman Sachs Emerging Mkts Equity Insight Fd IN | Mutual Funds | 5.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | OANMX - Oakmark Fund Institutional Class | Mutual Funds | 5.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | GLIFX - Lazard Global Listed Infrastructure Ptf Insti Sh | Mutual Funds | 5.7 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | LBFIX - Clearbridge Select Fd I | Mutual Funds | 5.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | HIGFX - American High-Income Trust - Class F-3 | Mutual Funds | 5.9 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | BSBIX - Baird Short Term Bond Fund Institutional Class | Mutual Funds | 5.10 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JSOSX - Jpmorgan Strategic Income Opportunities Fund I C | Mutual Funds | 5.11 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | RPIFX - T. Rowe Price Institutional Floating Rate Fund | Mutual Funds | 5.12 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | DVY - iShares Select Dividend ETF | Mutual Funds | 5.13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JIGFX - Janus Henderson Overseas Fund - I Shares | Mutual Funds | 5.14 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | AGG - US Aggregate Bond Ishares Core ETF | Mutual Funds | 5.15 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | FDRXX - FIDELITY GOVERNMENT CASH RESERVES | Mutual Funds | 5.16 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Scholar's Edge 529 | Education Savings Plans | 6 | Institution: Scholar's Edge | — | -- | — | 529 College Savings Plan |
| Spouse | — | — | Scholar's Edge Fixed Income Portfolio A | Mutual Funds | 6.1 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Scholar's Edge Today Portfolio A | Mutual Funds | 6.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Scholar's Edge Aggressive Portfolio A | Mutual Funds | 6.3 | — | Excepted Investment Fund | None (or less than $1,001) | None (or less than $201) | Mutual Fund |
| Self | — | — | Christopher Coons Charitable Remainder Trust | Trust | 7 | — | — | -- | — | General Trust |
| Self | — | Wilmington, DE | WSFS Bank | Bank Deposit | 7.1 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | Talcott Resolution Annuity | Annuity | 7.2 | Provider: FCG Advisors | — | -- | — | Variable Annuity |
| Self | — | — | Htfd Ttl Return Bond HLS | Mutual Funds | 7.2.1 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AB VPS Intl Value Port | Mutual Funds | 7.2.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Htfd Intl Opp HLS | Mutual Funds | 7.2.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Put VT Intl Equity | Mutual Funds | 7.2.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Fidelity VIP Equity-Incm | Mutual Funds | 7.2.5 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Fidelity VIP Grwth | Mutual Funds | 7.2.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Htfd Disciplined Eqty HLS | Mutual Funds | 7.2.7 | — | Excepted Investment Fund | $100,001 - $250,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | InvescoV.I. Comstock Fund | Mutual Funds | 7.2.8 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Invesco Main St Small Cap | Mutual Funds | 7.2.9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Putnam VT Small Cap | Mutual Funds | 7.2.10 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AB VPS Relative Value Portfolio | Mutual Funds | 7.2.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | Invesco Discovery Large Cap Fund | Mutual Funds | 7.2.12 | Filer comment: Name changed from Invesco Capital App Fund. | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FSGGX - Fidelity Global Ex U.S. Index Fund | Mutual Funds | 7.3 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BIOIX - Baron Opportunity Fund Inst Shs | Mutual Funds | 7.4 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FTHSX - Fuller & Thaler Behavioral Small-Cap Equity Fund | Mutual Funds | 7.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | CSSPX - Cohen & Steers Global Realty Shares Inc Class I | Mutual Funds | 7.6 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GERIX - Goldman Sachs Emerging Mkts Equity Insight Fd IN | Mutual Funds | 7.7 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | OANMX - Oakmark Fund Institutional Class | Mutual Funds | 7.8 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | GLIFX - Lazard Global Listed Infrastructure Ptf Insti Sh | Mutual Funds | 7.9 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | LBFIX - Clearbridge Select Fd I | Mutual Funds | 7.10 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | BSBIX - Baird Short Term Bond Fund Institutional Class | Mutual Funds | 7.11 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | RPIFX - T. Rowe Price Institutional Floating Rate Fund | Mutual Funds | 7.12 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | VWIUX - Vanguard Intermediate-Term Tax-Exempt Fd Admiral | Mutual Funds | 7.13 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | DVY - iShares Select Dividend ETF | Mutual Funds | 7.14 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | JIGFX - Janus Henderson Overseas Fund - I Shares | Mutual Funds | 7.15 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | AGG - US Aggregate Bond Ishares Core ETF | Mutual Funds | 7.16 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | HIGFX - American High-Income Trust - Class F-3 | Mutual Funds | 7.17 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | FDRXX - FIDELITY GOVERNMENT CASH RESERVES | Mutual Funds | 7.18 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | Ann M Coons Charitable Remainder Trust | Trust | 8 | — | — | -- | — | General Trust |
| Spouse | — | Wilmington, DE | WSFS Bank | Bank Deposit | 8.1 | Type: Checking | None | $1,001 - $15,000 | None (or less than $201) | — |
| Spouse | — | — | Jackson Variable Annuity | Annuity | 8.2 | Provider: FCG Advisors LLC | — | -- | — | Variable Annuity |
| Spouse | — | — | JNL/PPM America HighYldBd | Mutual Funds | 8.2.1 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL MultiMgr FlRateInc | Mutual Funds | 8.2.2 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/Neuberger Strat Inc | Mutual Funds | 8.2.3 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/DoubleLineTR | Mutual Funds | 8.2.4 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/JPMorgan US Gov&Qual | Mutual Funds | 8.2.5 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/DFA US Core Equity | Mutual Funds | 8.2.6 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/JPMorgan MidCapGrowth | Mutual Funds | 8.2.7 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/MC Sm Cap Index | Mutual Funds | 8.2.8 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/WCM Focused IntlEq | Mutual Funds | 8.2.9 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/MC Emg Mkts Index | Mutual Funds | 8.2.10 | — | Excepted Investment Fund | $1,001 - $15,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/T. RowePriceCapAp | Mutual Funds | 8.2.11 | — | Excepted Investment Fund | $15,001 - $50,000 | None (or less than $201) | Mutual Fund |
| Spouse | — | — | JNL/T. Rowe Price ShTmBd | Mutual Funds | 8.2.12 | — | Excepted Investment Fund | $250,001 - $500,000 | None (or less than $201) | Mutual Fund |
| Self | — | — | New Castle County Pension Plan | Retirement Plans | 9 | — | None | Unascertainable | None (or less than $201) | Defined Benefit Pension Plan |
| Self | — | — | TCS Lease Management LLC | Business Entity | 10 | Company: TCS Lease Management LLC (Sanibel Island, Florida) Description: Rental Real Estate | — | -- | — | Limited Liability Company (LLC) |
| Self | — | — | Sanibel Island Condo | Real Estate | 10.1 | Real Estate (Sanibel Island, Florida) Filer comment: Gifted by S. Gore to her three sons, which includes Chris Coons (1/3 to each). Full value reported. | Rent/Royalties | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 | Residential |
| Self | — | Wilmington, DE | PNC | Bank Deposit | 10.2 | Type: Checking | None | $50,001 - $100,000 | None (or less than $201) | — |
| Self | — | — | TCS Lease Management LLC Investment Acct | Brokerage/Managed Account | 10.3 | — | — | -- | — | — |
| Self | — | Overland Park, KS | FMTC | Bank Deposit | 10.3.1 | Type: Money Market Account | Interest | $1,001 - $15,000 | None (or less than $201) | — |
| Self | — | — | TCS Lease Management 2, LLC | Business Entity | 11 | Company: TCS Lease Management 2, LLC (Lewes, Delaware) Description: Rental Real Estate | — | -- | — | Limited Liability Company (LLC) |
| Self | — | — | Lewes Townhouse | Real Estate | 11.1 | Real Estate (Lewes, Delaware) Filer comment: Gifted by S. Gore to her three sons, which includes Chris Coons (1/3 to each). Full value reported. | Rent/Royalties | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Residential |
| Self | — | Wilmington, DE | WSFS | Bank Deposit | 11.2 | Type: Checking | None | $15,001 - $50,000 | None (or less than $201) | — |
| Spouse | — | Wilmington, Delaware | WSFS | Bank Deposit | 12 | Type: Checking, Money Market Account, Savings | Interest | $250,001 - $500,000 | $5,001 - $15,000 | — |
| Spouse | — | Wilmington, Delaware | WSFS | Bank Deposit | 13 | Type: Checking, Savings | Interest | $250,001 - $500,000 | $201 - $1,000 | — |
| Self | — | — | Grantor Retained Annuity Trust fbo Christopher Coons | Trust | 14 | — | — | -- | — | General Trust |
| Self | — | — | FDRXX Government Cash Reserves | Mutual Funds | 14.1 | — | Dividends, Interest | $100,001 - $250,000 | $5,001 - $15,000 | Mutual Fund |
| Self | — | — | WL Gore Stock | Corporate Securities | 14.2 | — | Dividends | $1,000,001 - $5,000,000 | $15,001 - $50,000 | Stock |
| Spouse | — | — | Future Path 529 Plan | Education Savings Plans | 15 | Institution: J.P. Morgan; Filer comment: Putnam transitioned to Future Path at the end of May 2025. | — | -- | — | 529 College Savings Plan |
| Spouse | — | — | Future Path 529 College Enrollment Portfolio - A | Mutual Funds | 15.1 | Filer comment: All previously held Class C Units automatically converted to Class A Units by the end of CY 2025. | Excepted Investment Fund | $50,001 - $100,000 | None (or less than $201) | Mutual Fund |
liabilities (2)
| debtor | comment | creditor | incurred | location | rate term | row number | amount range | liability type |
|---|---|---|---|---|---|---|---|---|
| Joint | n/a | Chase | 2020 | Wilmington, DE | 3.125% (30 years) | 1 | $500,001 - $1,000,000 | Mortgage |
| Joint | n/a | Dorothy A. Lingenfelter | 2021 | Sun City West, AZ | 4.00% (30) | 2 | $250,001 - $500,000 | Mortgage |