Francis Rooney (House) disclosed 16 transactions
Amendment status is not available for House filings. A filing listed here may since have been amended.
| 2018-11-02 · sell | Morgan Stanley - MIAMI-DADE CO FLA SCH BRD COPSREV SER-A RATE A1/A+ 4.000% DUE 2028-08-01 (59333MF91) — $1,001 - $15,000 |
| 2018-10-11 · sell | GS Brokerage - BOK FINANCIAL CORP (NEW) CMN (BOKF) — $1,001 - $15,000 |
| 2018-11-01 · sell | Brown Advisory - IL State Financing Auth P/R 11/1/18 @ 100 5.75% DUE 11-01-2028 — $1,001 - $15,000 |
| 2018-11-01 · sell | Brown Advisory - Cincinnati OH Economic Development P/R 11/01/18 @ 100 5% DUE 11-01-2028 — $1,001 - $15,000 |
| 2018-10-25 · buy | Brown Advisory - Brown Advisory Tax Exempt Bond Fund Cl Inst — $100,001 - $250,000 |
| 2018-10-25 · sell | Brown Advisory - T. Rowe Price Tax-Free High Yield Bond Fund — $100,001 - $250,000 |
| 2018-11-01 · sell | Brown Advisory - Norfolk VA Economic Development Authority VRDN 1.61% DUE 12-01-2018 — $15,001 - $50,000 |
| 2018-11-13 · sell | Brown Advisory - Artisan International Value Fund Cl Adv — $250,001 - $500,000 |
| 2018-10-11 · sell | Morgan Stanley - HEWLETT PACKARD ENTERPRISE CO RATE:BAA2/BBB 4.900% DUE:2025-10-15 (42B24CAW9) — $1,001 - $15,000 |
| 2018-10-12 · buy | Morgan Stanley - OHIO UNIV GEN RCPTS ATHENS GENRCPTS REV RATE:AA3/A+ 5.000% DUE 2028-12-01 (677704YU6) — $1,001 - $15,000 |
| 2018-10-17 · buy | Morgan Stanley - WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV RATE AA3/A+ 5.000% DUE:2029-06-01 (95648MMY2) — $1,001 - $15,000 |
| 2018-10-17 · sell | Morgan Stanley - PORT OF SEATTLE WA INTERMEDIATE LIEN REV REF SER-A RATE:A1/A+ 5.000% DUE 2031-08-01 (73S389RL4) — $1,001 - $15,000 |
| 2018-10-29 · buy | Morgan Stanley - WASHINGTON ST RATE:AA1/AA+ 5.000% DUE 2030-06-01 (93974CG53) — $1,001 - $15,000 |
| 2018-10-29 · sell | Morgan Stanley - IDAHO HEALTH FACS AUTH REV-ID RATE AA3/AA- 5.000% DUE:2031-12-01 (451295XP9) — $1,001 - $15,000 |
| 2018-11-02 · buy | Morgan Stanley - PASADENA TEX INDPT SCH DIST SCH BLDG REF PSF-GTD RATE:AAA/AAA 5.000% DUE 2028-02-15 (702334AR4) — $1,001 - $15,000 |
| 2018-11-13 · buy | Brown Advisory - iShares Core MSCI EAFE ETF — $250,001 - $500,000 |
The complete record
| owner | Self |
| party | Republican |
| state | FL |
| office | Rooney, Francis (Representative) |
| ptr id | 9114170 |
| chamber | house |
| report url | https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2018/9114170.pdf |
| bioguide id | R000607 |
| data source | HOUSE_CLERK_PTR |
| member last | Rooney |
| member name | Francis Rooney |
| member first | Francis |
| state district | FL19 |
| disclosure date | 2018-11-15 |
| extraction method | vision_ocr |
Each transaction (16)
| id | ticker | comment | amount max | amount min | asset name | asset type | amount range | transaction date | transaction type | reporting lag days |
|---|---|---|---|---|---|---|---|---|---|---|
| house-9114170-ocr-9 | 59333MF91 | — | 15000 | 1001 | Morgan Stanley - MIAMI-DADE CO FLA SCH BRD COPSREV SER-A RATE A1/A+ 4.000% DUE 2028-08-01 (59333MF91) | Municipal Bond | $1,001 - $15,000 | 2018-11-02 | sell | 9 |
| house-9114170-ocr-8 | BOKF | — | 15000 | 1001 | GS Brokerage - BOK FINANCIAL CORP (NEW) CMN (BOKF) | Stock | $1,001 - $15,000 | 2018-10-11 | sell | 25 |
| house-9114170-ocr-7 | — | @ 100 5.75% DUE 11-01-2028 | 15000 | 1001 | Brown Advisory - IL State Financing Auth P/R 11/1/18 @ 100 5.75% DUE 11-01-2028 | Municipal Bond | $1,001 - $15,000 | 2018-11-01 | sell | 10 |
| house-9114170-ocr-6 | — | @ 100 5% DUE 11-01-2028 | 15000 | 1001 | Brown Advisory - Cincinnati OH Economic Development P/R 11/01/18 @ 100 5% DUE 11-01-2028 | Municipal Bond | $1,001 - $15,000 | 2018-11-01 | sell | 10 |
| house-9114170-ocr-5 | — | — | 250000 | 100001 | Brown Advisory - Brown Advisory Tax Exempt Bond Fund Cl Inst | Mutual Fund | $100,001 - $250,000 | 2018-10-25 | buy | 15 |
| house-9114170-ocr-4 | — | — | 250000 | 100001 | Brown Advisory - T. Rowe Price Tax-Free High Yield Bond Fund | Mutual Fund | $100,001 - $250,000 | 2018-10-25 | sell | 15 |
| house-9114170-ocr-3 | — | — | 50000 | 15001 | Brown Advisory - Norfolk VA Economic Development Authority VRDN 1.61% DUE 12-01-2018 | Municipal Bond | $15,001 - $50,000 | 2018-11-01 | sell | 10 |
| house-9114170-ocr-2 | — | — | 500000 | 250001 | Brown Advisory - Artisan International Value Fund Cl Adv | Mutual Fund | $250,001 - $500,000 | 2018-11-13 | sell | 2 |
| house-9114170-ocr-16 | 42B24CAW9 | — | 15000 | 1001 | Morgan Stanley - HEWLETT PACKARD ENTERPRISE CO RATE:BAA2/BBB 4.900% DUE:2025-10-15 (42B24CAW9) | Corporate Bond | $1,001 - $15,000 | 2018-10-11 | sell | 25 |
| house-9114170-ocr-15 | 677704YU6 | — | 15000 | 1001 | Morgan Stanley - OHIO UNIV GEN RCPTS ATHENS GENRCPTS REV RATE:AA3/A+ 5.000% DUE 2028-12-01 (677704YU6) | Municipal Bond | $1,001 - $15,000 | 2018-10-12 | buy | 24 |
| house-9114170-ocr-14 | 95648MMY2 | — | 15000 | 1001 | Morgan Stanley - WEST VIRGINIA ECONOMIC DEV AUTH LEASE REV RATE AA3/A+ 5.000% DUE:2029-06-01 (95648MMY2) | Municipal Bond | $1,001 - $15,000 | 2018-10-17 | buy | 21 |
| house-9114170-ocr-13 | 73S389RL4 | — | 15000 | 1001 | Morgan Stanley - PORT OF SEATTLE WA INTERMEDIATE LIEN REV REF SER-A RATE:A1/A+ 5.000% DUE 2031-08-01 (73S389RL4) | Municipal Bond | $1,001 - $15,000 | 2018-10-17 | sell | 21 |
| house-9114170-ocr-12 | 93974CG53 | — | 15000 | 1001 | Morgan Stanley - WASHINGTON ST RATE:AA1/AA+ 5.000% DUE 2030-06-01 (93974CG53) | Municipal Bond | $1,001 - $15,000 | 2018-10-29 | buy | 13 |
| house-9114170-ocr-11 | 451295XP9 | — | 15000 | 1001 | Morgan Stanley - IDAHO HEALTH FACS AUTH REV-ID RATE AA3/AA- 5.000% DUE:2031-12-01 (451295XP9) | Municipal Bond | $1,001 - $15,000 | 2018-10-29 | sell | 13 |
| house-9114170-ocr-10 | 702334AR4 | — | 15000 | 1001 | Morgan Stanley - PASADENA TEX INDPT SCH DIST SCH BLDG REF PSF-GTD RATE:AAA/AAA 5.000% DUE 2028-02-15 (702334AR4) | Municipal Bond | $1,001 - $15,000 | 2018-11-02 | buy | 9 |
| house-9114170-ocr-1 | — | — | 500000 | 250001 | Brown Advisory - iShares Core MSCI EAFE ETF | ETF | $250,001 - $500,000 | 2018-11-13 | buy | 2 |
