David P. Roe (House) disclosed 208 transactions

2020-05-15 · Congressional trades · U.S. Senate Electronic Financial Disclosure / U.S. House Clerk

Amendment status is not available for House filings. A filing listed here may since have been amended.

2020-04-07 · sell	Exxon Mobil Corp Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Dover Corp Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Walt Disney Co (Holding Co) Disney C — $15,001 - $50,000
2020-04-07 · sell	DTE Energy Co Unsolicited — $15,001 - $50,000
2020-04-07 · sell	Cyrusone Inc REIT Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Celanese Corp New Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Coca Cola Co Com Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Chevron Corp Unsolicited — $15,001 - $50,000
2020-04-07 · sell	CME Group Inc Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Broadridge Financial Solutions Inc — $1,001 - $15,000
2020-04-02 · sell	HP ENTERPRISE CO GLB 04.900% OCT 15 — $1,001 - $15,000
2020-04-07 · sell	AMERICAN TOWER CORP REIT UNSOLICITED — $1,001 - $15,000
2020-04-07 · sell	AUTOMATIC DATA PROCESSING INC — $1,001 - $15,000
2020-04-07 · sell	COMCAST CORP NEW CL A Trade#:06946 — $15,001 - $50,000
2020-04-07 · sell	AMERIPRISE FINANCIAL INC UNSOLICITED — $1,001 - $15,000
2020-04-07 · sell	NEXTERA ENERGY INC COM UNSOLICITED — $15,001 - $50,000
2020-04-07 · sell	NORFOLK STHN CORP UNSOLICITED — $1,001 - $15,000
2020-04-07 · sell	METLIFE INC UNSOLICITED Trade#:14580 — $1,001 - $15,000
2020-04-07 · sell	MERCK & CO INC NEW COM UNSOLICITED — $15,001 - $50,000
2020-04-07 · sell	WASTE MGMT INC NEW UNSOLICITED — $1,001 - $15,000
2020-04-07 · sell	WILLIS TOWERS WATSON PUB LTD CO — $1,001 - $15,000
2020-04-02 · sell	MERCK & CO INC GLB 02.750% FEB 10 2025 — $1,001 - $15,000
2020-04-07 · sell	WALMART INC UNSOLICITED Trade#:1430 — $1,001 - $15,000
2020-04-07 · sell	LINDE PLC EUR UNSOLICITED Trade#:1463 — $15,001 - $50,000
2020-04-07 · sell	HONEYWELL INTL INC UNSOLICITED — $15,001 - $50,000
2020-04-07 · sell	HONEYWELL INTL INC Trade#:06898 — $15,001 - $50,000
2020-04-07 · sell	Home Depot Inc Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Citigroup Inc Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Blackstone Group Inc Cl A Unsolicited — $1,001 - $15,000
2020-04-07 · sell	Starbucks Corp Unsolicited — $1,001 - $15,000
2020-04-09 · sell	Marsh & McLennan Cos Inc Unsolicited — $1,001 - $15,000
2020-04-09 · sell	NetApp Inc Unsolicited — $1,001 - $15,000
2020-04-03 · sell	JPMORGAN CHASE & CO - 03.900% JUL 15 — $1,001 - $15,000
2020-04-09 · sell	Marsh & McLennan Cos Inc Unsolicited — $1,001 - $15,000
2020-04-13 · sell	TRANSUNION UNSOLICITED Trade#:05536 — $1,001 - $15,000
2020-04-13 · sell	THERMO FISHER SCIENTIFIC INC Trade#:4 — $1,001 - $15,000
2020-04-13 · sell	ROPER TECHNOLOGIES INC UNSOLICITED — $1,001 - $15,000
2020-04-13 · sell	SEMPRA ENERGY UNSOLICITED Trade#:0 — $1,001 - $15,000
2020-04-13 · sell	MEDTRONIC PLC Trade#:08058 Blot:85 — $1,001 - $15,000
2020-04-13 · sell	MONDELEZ INTL INC Trade#:42178 Blot:85 — $1,001 - $15,000
2020-04-13 · sell	LINDE PLC EUR UNSOLICITED Trade#:967 — $1,001 - $15,000
2020-04-13 · sell	GARMIN LTD SHS CHF UNSOLICITED Trade#:... — $1,001 - $15,000
2020-04-13 · sell	DANAHER CORP Trade#:67889 Blot:85 — $1,001 - $15,000
2020-04-07 · sell	BP CAP MARKETS AMERICA COMPANY GLB — $1,001 - $15,000
2020-04-13 · sell	CELANESE CORP NEW UNSOLICITED Trade#:... — $1,001 - $15,000
2020-04-13 · sell	UNITEDHEALTH GROUP INC Trade#:65836 — $1,001 - $15,000
2020-04-14 · sell	THERMO FISHER SCIENTIFIC INC Trade#:7... — $1,001 - $15,000
2020-04-14 · sell	MONDELEZ INTL INC Trade#:48840 Blot:85 — $1,001 - $15,000
2020-04-14 · sell	DANAHER CORP Trade#:37858 Blot:85 — $1,001 - $15,000
2020-04-14 · sell	Unitedhealth Group Inc — $1,001 - $15,000
2020-04-15 · sell	Procter & Gamble Co Unsolicited — $1,001 - $15,000
2020-04-15 · sell	Cinn Financial Corp Unsolicited — $1,001 - $15,000
2020-04-15 · sell	Church & Dwight Co Inc Unsolicited — $1,001 - $15,000
2020-04-15 · sell	Intercontinental Exchange Group — $1,001 - $15,000
2020-04-07 · sell	MORGAN STANLEY SER MTN 02.625% NO — $1,001 - $15,000
2020-04-16 · sell	Sempra Energy Unsolicited — $1,001 - $15,000
2020-04-16 · sell	Coca Cola Co Com Unsolicited — $15,001 - $50,000
2020-04-20 · sell	STERIS PLC UNSOLICITED — $1,001 - $15,000
2020-04-20 · sell	PROCTER & GAMBLE CO UNSOLICITED — $1,001 - $15,000
2020-04-23 · sell	ANTHEM INC UNSOLICITED — $1,001 - $15,000
…	148 more transactions: every one is in the complete record on this filing's page

The complete record

Every field KeyVex holds for this filing, as its API serves it. Nothing is withheld here that the API sells.

party	Republican
state	TN
office	Roe, David P. (Representative)
ptr id	8217226
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/8217226.pdf
bioguide id	R000582
data source	HOUSE_CLERK_PTR
member last	Roe
member name	David P. Roe
member first	David P.
state district	TN01
disclosure date	2020-05-15
extraction method	vision_ocr

Each transaction (208)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8217226-ocr-99	Self	XOM	—	15000	1001	Exxon Mobil Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-98	Self	DOV	Trade#:14568	15000	1001	Dover Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-97	Self	DIS	—	50000	15001	Walt Disney Co (Holding Co) Disney C	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-96	Self	—	Trade#:14	50000	15001	DTE Energy Co Unsolicited	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-95	Self	—	Trade#	15000	1001	Cyrusone Inc REIT Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-94	Self	CE	Trade#	15000	1001	Celanese Corp New Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-93	Self	—	Trade#	15000	1001	Coca Cola Co Com Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-92	Self	—	Trade#:14	50000	15001	Chevron Corp Unsolicited	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-91	Self	—	Trade#:14	15000	1001	CME Group Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-90	Self	BR	—	15000	1001	Broadridge Financial Solutions Inc	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-9	Joint	—	—	15000	1001	HP ENTERPRISE CO GLB 04.900% OCT 15	Bond	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-89	Self	—	—	15000	1001	AMERICAN TOWER CORP REIT UNSOLICITED	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-88	Self	ADP	—	15000	1001	AUTOMATIC DATA PROCESSING INC	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-87	Self	CMCSA	—	50000	15001	COMCAST CORP NEW CL A Trade#:06946	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-86	Self	—	—	15000	1001	AMERIPRISE FINANCIAL INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-85	Self	—	—	50000	15001	NEXTERA ENERGY INC COM UNSOLICITED	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-84	Self	—	—	15000	1001	NORFOLK STHN CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-83	Self	—	—	15000	1001	METLIFE INC UNSOLICITED Trade#:14580	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-82	Joint	MRK	—	50000	15001	MERCK & CO INC NEW COM UNSOLICITED	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-81	Joint	WM	—	15000	1001	WASTE MGMT INC NEW UNSOLICITED	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-80	Joint	—	—	15000	1001	WILLIS TOWERS WATSON PUB LTD CO	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-8	Joint	—	—	15000	1001	MERCK & CO INC GLB 02.750% FEB 10 2025	Bond	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-79	Joint	—	Trade#:1430	15000	1001	WALMART INC UNSOLICITED Trade#:1430	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-78	Joint	—	Trade#:1463	50000	15001	LINDE PLC EUR UNSOLICITED Trade#:1463	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-77	Joint	—	—	50000	15001	HONEYWELL INTL INC UNSOLICITED	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-76	Joint	—	Trade#:06898	50000	15001	HONEYWELL INTL INC Trade#:06898	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-75	Self	—	Trade#:1...	15000	1001	Home Depot Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-74	Self	—	Trade#:143...	15000	1001	Citigroup Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-73	Self	—	Trade#:14...	15000	1001	Blackstone Group Inc Cl A Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-72	Self	—	—	15000	1001	Starbucks Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-71	Self	—	—	15000	1001	Marsh & McLennan Cos Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-70	Self	—	Trade#:42188	15000	1001	NetApp Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-7	Joint	—	—	15000	1001	JPMORGAN CHASE & CO - 03.900% JUL 15	Bond	$1,001 - $15,000	2020-04-03	sell	30
house-8217226-ocr-69	Self	—	—	15000	1001	Marsh & McLennan Cos Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-68	Joint	—	UNSOLICITED	15000	1001	TRANSUNION UNSOLICITED Trade#:05536	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-67	Joint	—	—	15000	1001	THERMO FISHER SCIENTIFIC INC Trade#:4	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-66	Joint	—	UNSOLICITED	15000	1001	ROPER TECHNOLOGIES INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-65	Joint	—	UNSOLICITED	15000	1001	SEMPRA ENERGY UNSOLICITED Trade#:0	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-64	Joint	—	—	15000	1001	MEDTRONIC PLC Trade#:08058 Blot:85	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-63	Joint	—	—	15000	1001	MONDELEZ INTL INC Trade#:42178 Blot:85	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-62	Joint	—	UNSOLICITED	15000	1001	LINDE PLC EUR UNSOLICITED Trade#:967	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-61	Self	—	—	15000	1001	GARMIN LTD SHS CHF UNSOLICITED Trade#:...	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-60	Self	—	—	15000	1001	DANAHER CORP Trade#:67889 Blot:85	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-6	Joint	—	—	15000	1001	BP CAP MARKETS AMERICA COMPANY GLB	Bond	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-59	Self	CE	—	15000	1001	CELANESE CORP NEW UNSOLICITED Trade#:...	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-58	Self	—	—	15000	1001	UNITEDHEALTH GROUP INC Trade#:65836	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-57	Self	—	—	15000	1001	THERMO FISHER SCIENTIFIC INC Trade#:7...	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-56	Self	—	—	15000	1001	MONDELEZ INTL INC Trade#:48840 Blot:85	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-55	Self	—	—	15000	1001	DANAHER CORP Trade#:37858 Blot:85	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-54	Joint	UNH	Trade#:83806	15000	1001	Unitedhealth Group Inc	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-53	Joint	—	Unsolicited Trade	15000	1001	Procter & Gamble Co Unsolicited	Stock	$1,001 - $15,000	2020-04-15	sell	22
house-8217226-ocr-52	Joint	—	Unsolicited Trade	15000	1001	Cinn Financial Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-15	sell	22
house-8217226-ocr-51	Joint	—	Unsolicited	15000	1001	Church & Dwight Co Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-15	sell	22
house-8217226-ocr-50	Joint	ICE	—	15000	1001	Intercontinental Exchange Group	Stock	$1,001 - $15,000	2020-04-15	sell	22
house-8217226-ocr-5	Self	—	—	15000	1001	MORGAN STANLEY SER MTN 02.625% NO	Bond	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-49	Joint	—	Unsolicited Trade#5	15000	1001	Sempra Energy Unsolicited	Stock	$1,001 - $15,000	2020-04-16	sell	21
house-8217226-ocr-48	Joint	—	Unsolicited Trade	50000	15001	Coca Cola Co Com Unsolicited	Stock	$15,001 - $50,000	2020-04-16	sell	21
house-8217226-ocr-47	Self	—	Trade#:68423	15000	1001	STERIS PLC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-46	Self	—	—	15000	1001	PROCTER & GAMBLE CO UNSOLICITED	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-45	Self	—	Trade#:13590	15000	1001	ANTHEM INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-44	Self	—	Trade#:15	15000	1001	ALLSTATE CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-43	Self	—	—	15000	1001	GARMIN LTD SHS CHF UNSOLICITED	Stock	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-42	Self	—	Trade#:4	15000	1001	CITIZENS FINANCIAL GROUP INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-27	sell	14
house-8217226-ocr-41	Self	KEY	Trade#:333	15000	1001	KEYCORP NEW UNSOLICITED	Stock	$1,001 - $15,000	2020-04-28	sell	13
house-8217226-ocr-40	Joint	—	—	15000	1001	DUNKIN BRANDS GROUP INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-28	sell	13
house-8217226-ocr-4	Self	—	—	15000	1001	REGIONS FINANCIAL CORP GLB 02.750%	Bond	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-39	Joint	—	—	15000	1001	CVS HEALTH CORP GLB 03.700% MAR 09	Stock	$1,001 - $15,000	2020-03-30	sell	34
house-8217226-ocr-38	Joint	—	—	15000	1001	CHEVRON CORP GLB 02.100% MAY 16 202	Stock	$1,001 - $15,000	2020-03-30	sell	34
house-8217226-ocr-37	Joint	—	—	15000	1001	CITIGROUP INC GLB 03.875% OCT 25 2023	Stock	$1,001 - $15,000	2020-03-31	sell	33
house-8217226-ocr-36	Joint	—	—	15000	1001	TRUIST FINL CORP EXECUTED 100% AGE	Stock	$1,001 - $15,000	2020-04-08	sell	27
house-8217226-ocr-35	Joint	—	—	15000	1001	CINEMARK HLDGS INC EXECUTED 100%	Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-34	Joint	—	—	15000	1001	INOVALON HOLDINGS INC SHS	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-33	Self	—	—	15000	1001	SPS COMM INC EXECUTED 100% AGENCY	Stock	$1,001 - $15,000	2020-04-09	buy	26
house-8217226-ocr-32	Self	—	—	15000	1001	ZOOM VIDEO COMMUNICATIONS INC CL A	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-31	Self	—	—	15000	1001	SHOPIFY INC CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-30	Self	—	—	15000	1001	VEEVA SYS INC CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-3	Self	—	—	15000	1001	WELLS FARGO & COMPANY GLB 02.100%	Bond	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-29	Self	—	—	15000	1001	SPOTIFY TECH S.A. REG SHS PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-28	Self	—	—	15000	1001	CARVANA CO CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-27	Self	—	—	15000	1001	TWITTER INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-04-22	sell	17
house-8217226-ocr-26	Self	—	—	15000	1001	DEXCOM INC EXECUTED 100% AGENCY A	Stock	$1,001 - $15,000	2020-04-22	sell	17
house-8217226-ocr-25	Self	ISRG	—	15000	1001	INTUITIVE SURGICAL INC NEW PER ADVIS	Stock	$1,001 - $15,000	2020-04-22	sell	17
house-8217226-ocr-24	Self	—	—	50000	15001	BP CAP MARKETS AMERICA COMPANY GL	Bond	$15,001 - $50,000	2020-04-23	sell	16
house-8217226-ocr-23	Self	—	—	15000	1001	HP ENTERPRISE CO GLB 04.900% OCT 15	Bond	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-22	Self	—	—	15000	1001	REGIONS FINANCIAL CORP GLB 02.750%	Bond	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-21	Self	—	—	15000	1001	PFIZER INC GLB 02.200% DEC 15 2021 RAT	Bond	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-208	Joint	—	—	15000	1001	TEXAS INSTRUMENTS DE Trade#:26805	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-207	Joint	ROK	—	15000	1001	ROCKWELL AUTOMATION INC NEW Trade#	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-206	Joint	—	—	15000	1001	REPUBLIC SERVICES INC DE Trade#:2680	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-205	Joint	—	—	15000	1001	JPMORGAN CHASE & CO DE Trade#:26803	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-204	Joint	—	—	15000	1001	HOME DEPOT INC DE Trade#:27341	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-203	Joint	—	—	15000	1001	TRUIST FINL CORP DE Trade#:27345	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-202	Joint	—	—	15000	1001	CARRIER GLOBAL CORP Trade#:89590	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-201	Joint	—	Trade#:98095	15000	1001	Otis Worldwide Corp DE	Stock	$1,001 - $15,000	2020-04-08	sell	27
house-8217226-ocr-200	Joint	—	Trade#:50045	15000	1001	Lowes Companies Inc DE	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-20	Self	—	—	15000	1001	UNITED TECHNOLOGIES CORP GLB 03.950	Bond	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-2	Self	—	—	15000	1001	VISA INC GLB 02.800% DEC 14 2022	Bond	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-199	Joint	—	Trade#:50044	15000	1001	Honeywell Intl Inc DE	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-198	Joint	—	Trade#:49589	15000	1001	Home Depot Inc DE	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-197	Joint	—	Trade#:51079	15000	1001	Boeing Company DE	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-196	Joint	—	Trade#:4958	15000	1001	Lauder Estee Cos CL A DE	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-195	Joint	—	Trade#:27346	15000	1001	Union Pacific Corp DE	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-194	Joint	—	—	15000	1001	UNION PACIFIC CORP DE Trade#:26806	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-193	Joint	—	—	15000	1001	NOVARTIS AG SPON ADR DE Trade#:2734	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-192	Joint	—	—	15000	1001	JOHNSON & JOHNSON COM DE Trade#:27	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-191	Joint	—	—	15000	1001	CHUBB LTD CHF DE Trade#:26801 Blot:85	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-190	Joint	—	—	15000	1001	CISCO SYSTEMS INC DE Trade#:26802	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-19	Joint	—	—	15000	1001	VISA INC GLB 02.800% DEC 14 2022 RATIN	Stock	$1,001 - $15,000	2020-04-24	sell	15
house-8217226-ocr-189	Joint	—	—	15000	1001	THERMO FISHER SCIENTIFIC INC Trade#:4	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-188	Joint	—	—	15000	1001	MEDTRONIC PLC DE Trade#:50047 Blot:85	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-187	Joint	—	—	15000	1001	MONDELEZ INTL INC DE Trade#:50046 Blo	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-186	Joint	—	—	15000	1001	DANAHER CORP DE Trade#:49587 Blot:85	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-185	Joint	—	—	15000	1001	TRUIST FINL CORP DE Trade#:27345 Blot	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-184	Joint	—	—	15000	1001	TEXAS INSTRUMENTS DE Trade#:26805 B	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-183	Joint	—	—	15000	1001	REPUBLIC SERVICES INC DE Trade#:2680	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-182	Joint	—	—	15000	1001	JPMORGAN CHASE & CO DE Trade#:26803	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-181	Joint	—	—	15000	1001	HOME DEPOT INC DE Trade#:27341 Blot:8	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-180	Self	—	—	15000	1001	CARRIER GLOBAL CORP DE Trade#:98095	Stock	$1,001 - $15,000	2020-04-08	sell	27
house-8217226-ocr-18	Joint	—	—	15000	1001	DISNEY (WALT) CO COM STK EXECUTED	Stock	$1,001 - $15,000	2020-04-28	sell	13
house-8217226-ocr-179	Self	—	—	15000	1001	OTIS WORLDWIDE CORP DE Trade#:98095	Stock	$1,001 - $15,000	2020-04-08	sell	27
house-8217226-ocr-178	Joint	—	—	15000	1001	UNION PACIFIC CORP DE Trade#:27346	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-177	Joint	—	—	15000	1001	UNION PACIFIC CORP DE Trade#:26806	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-176	Joint	—	—	15000	1001	JOHNSON & JOHNSON COM DE Trade#:27	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-175	Joint	—	—	15000	1001	CHUBB LTD CHF DE Trade#:26801 Blot:85	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-174	Joint	—	—	15000	1001	CISCO SYSTEMS INC DE Trade#:26802	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-173	Joint	—	Trade#:5238	250000	100001	Rutherford Cnty TN BE/R/	Stock	$100,001 - $250,000	2020-04-17	buy	20
house-8217226-ocr-172	Joint	—	—	250000	100001	Montgomery Cnty TN For I SR A BE/R/	Stock	$100,001 - $250,000	2020-04-22	buy	17
house-8217226-ocr-171	Self	—	—	15000	1001	Lockheed Martin Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-01	sell	32
house-8217226-ocr-170	Self	LAMR	Trade#:	15000	1001	Lamar Advertising Co New Cl A	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-17	Joint	—	—	15000	1001	COMCAST CORP COMPANY GUARNT GLB	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-169	Self	—	Trade#:721	15000	1001	Stryker Corp Unsolicited	Stock	$1,001 - $15,000	2020-04-03	sell	30
house-8217226-ocr-168	Self	—	—	15000	1001	Kansas City Sthn New Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-167	Self	—	—	15000	1001	Willis Towers Watson Pub Ltd Co	Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-166	Self	—	—	15000	1001	Ross Stores Inc Unsolicited	Common Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-165	Self	—	Trade#:25	15000	1001	Medtronic PLC Unsolicited	Common Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-164	Self	—	—	15000	1001	Morgan Stanley Unsolicited	Common Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-163	Self	—	—	15000	1001	Lockheed Martin Corp Unsolicited	Common Stock	$1,001 - $15,000	2020-04-09	sell	26
house-8217226-ocr-162	Self	—	—	50000	15001	Crown Castle Intl Corp REIT	REIT	$15,001 - $50,000	2020-04-09	sell	26
house-8217226-ocr-161	Self	—	—	15000	1001	Prologis Inc Com Unsolicited	Common Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-160	Self	—	—	15000	1001	Nextera Energy Inc Com Unsolicited	Common Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-16	Joint	—	—	15000	1001	VERIZON COMMUNICATIONS GLB 03.376%	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-159	Self	—	Trade#:95444 (partially visible)	15000	1001	NIKE INC CL B UNSOLICITED	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-158	Self	LOW	Trade#:56951 Blk (partially visible)	15000	1001	LOWES COMPANIES INC	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-157	Self	—	Trade#:51032 E (partially visible)	15000	1001	LAUDER ESTEE COS CL A	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-156	Self	HON	Trade#:33365 Blot:8 (partially visible)	15000	1001	HONEYWELL INTL INC	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-155	Self	HD	Trade#:24662 Blot:85	15000	1001	HOME DEPOT INC	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-154	Self	—	—	15000	1001	COSTCO WHOLESALE CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-153	Self	VZ	Trade#:9 (partially visible)	15000	1001	VERIZON COMMUNICATIONS INC	Stock	$1,001 - $15,000	2020-04-13	sell	24
house-8217226-ocr-152	Joint	—	Trade#:473	15000	1001	STRYKER CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-151	Joint	—	Trade#:61692	15000	1001	LAUDER ESTEE COS CL A	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-150	Joint	HON	Trade#:26927 Blot:8	15000	1001	HONEYWELL INTL INC	Stock	$1,001 - $15,000	2020-04-14	sell	23
house-8217226-ocr-15	Joint	—	—	15000	1001	APPLE INC GLB 02.400% MAY 03 2023 RAT	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-149	Joint	—	—	15000	1001	KIMCO REALTY CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-16	sell	21
house-8217226-ocr-148	Joint	—	Trade#:56	15000	1001	CHEVRON CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-16	sell	21
house-8217226-ocr-147	Joint	—	Trade#:1	50000	15001	BRIXMOR PPTY GROUP INC REIT	Stock	$15,001 - $50,000	2020-04-16	sell	21
house-8217226-ocr-146	Joint	—	—	15000	1001	LAUDER ESTEE COS CL A UNSOLICITED	Stock	$1,001 - $15,000	2020-05-20	sell	3
house-8217226-ocr-145	Self	—	Trade#:77	15000	1001	BLACKSTONE MTG TR INC REIT	REIT	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-144	Self	—	T	15000	1001	AVERY DENNISON CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-143	Self	—	Trade#:6732	15000	1001	ABBOTT LABS UNSOLICITED	Stock	$1,001 - $15,000	2020-04-20	sell	19
house-8217226-ocr-142	Self	—	Trade#:1	15000	1001	BEST BUY CO INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-141	Self	—	Trade	15000	1001	BANK OF AMER CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-23	sell	16
house-8217226-ocr-140	Self	—	Trade	50000	15001	KIMCO REALTY CORP UNSOLICITED	Stock	$15,001 - $50,000	2020-04-27	sell	14
house-8217226-ocr-14	Joint	—	—	15000	1001	THERMO FISHER SCIENTIFIC GLB 04.150%	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-139	Self	—	Trade#	15000	1001	MCDONALDS CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-28	sell	13
house-8217226-ocr-138	Self	—	—	15000	1001	JPMORGAN CHASE & CO UNSOLICITED	Stock	$1,001 - $15,000	2020-04-01	sell	32
house-8217226-ocr-137	Self	—	Trade#:61	15000	1001	ABBVIE INC COM UNSOLICITED Trade#:61	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-136	Self	—	Trade#:7640	15000	1001	ABBOTT LABS UNSOLICITED Trade#:7640	Stock	$1,001 - $15,000	2020-04-03	sell	30
house-8217226-ocr-135	Self	—	—	50000	15001	LYONDELLBASELL INDUSTRIES N V SHS	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-134	Self	—	—	50000	15001	HUNTINGTON BANCSHARES UNSOLICITED	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-133	Self	—	Trade#:365	15000	1001	CITIGROUP INC UNSOLICITED Trade#:365	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-132	Self	—	Trade#:364	15000	1001	BROADCOM INC UNSOLICITED Trade#:364	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-131	Joint	—	—	15000	1001	FIDELITY NATIONAL FINANCIAL IN COM	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-130	Joint	—	—	50000	15001	EASTMAN CHEMICAL CO UNSOLICITED	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-13	Joint	—	—	15000	1001	UNITED TECHNOLOGIES CORP GLB 03.85%	Stock	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-129	Joint	BCE	—	50000	15001	BCE INC NEW CAD UNSOLICITED	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-128	Joint	—	—	50000	15001	CUMMINS INC UNSOLICITED	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-127	Joint	CFG	—	50000	15001	CITIZENS FINANCIAL GROUP INC	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-126	Joint	—	—	15000	1001	CISCO SYSTEMS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-125	Joint	—	—	50000	15001	BRIXMOR PPTY GROUP INC REIT	REIT	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-124	Self	—	—	50000	15001	WHIRLPOOL CORP UNSOLICITED Trade#	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-123	Self	—	—	15000	1001	PFIZER INC UNSOLICITED Trade#:36499	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-122	Self	—	—	15000	1001	OLD REPUBLIC INTL CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-121	Self	MRK	—	50000	15001	MERCK & CO INC NEW COM UNSOLICITED	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-120	Self	—	—	50000	15001	MAGNA INTL INC CL A SUB VTG CANADA	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-12	Joint	—	—	15000	1001	CITIGROUP INC GLB 03.875% OCT 25 2023	Bond	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-119	Self	—	—	50000	15001	KIMCO REALTY CORP UNSOLICITED Trade#	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-118	Self	KEY	—	50000	15001	KEYCORP NEW UNSOLICITED Trade#:3649	Stock	$15,001 - $50,000	2020-04-06	sell	29
house-8217226-ocr-117	Self	—	Tra	15000	1001	Williams Sonoma Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-06	sell	29
house-8217226-ocr-116	Self	AMP	Trade#:06921	50000	15001	Ameriprise Financial Inc	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-115	Self	—	Trade#	15000	1001	Amer Express Co Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-114	Self	—	—	15000	1001	Amer Electric Power Co Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-113	Self	—	Trade#:14513	15000	1001	Abbott Labs Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-112	Self	VLO	—	15000	1001	Valero Energy Corp New Unsolicited	Stock	$1,001 - $15,000	2020-04-07	buy	28
house-8217226-ocr-111	Joint	VLO	—	15000	1001	Valero Energy Corp New Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-110	Joint	—	Trade#:14261	15000	1001	Transunion Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-11	Joint	—	—	50000	15001	AMERICAN INTL GROUP GLB 04.125% FEB	Bond	$15,001 - $50,000	2020-04-02	sell	31
house-8217226-ocr-109	Joint	—	Trade#: (partial)	15000	1001	Texas Instruments Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-108	Joint	—	—	50000	15001	Roper Technologies Inc Unsolicited	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-107	Joint	—	Trade#: (partial)	15000	1001	Prologis Inc Com Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-106	Joint	—	Trade#:1450	15000	1001	Primerica Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-105	Joint	—	—	15000	1001	Procter & Gamble Co Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-104	Joint	—	Trade#: (partial, unreadable)	15000	1001	Philip Morris Intl Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-103	Self	PSA	—	15000	1001	Public Storage REIT Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-102	Self	OKE	Trade#:14	15000	1001	Oneok Inc New Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-101	Self	AVGO	Trade#:145	50000	15001	Broadcom Inc Unsolicited	Stock	$15,001 - $50,000	2020-04-07	sell	28
house-8217226-ocr-100	Self	ESS	—	15000	1001	Essex Property Trust Inc Unsolicited	Stock	$1,001 - $15,000	2020-04-07	sell	28
house-8217226-ocr-10	Joint	—	—	15000	1001	BB&T CORPORATION SER MTN 02.850% O	Bond	$1,001 - $15,000	2020-04-02	sell	31
house-8217226-ocr-1	Self	—	—	15000	1001	PEPSICO INC GLB 02.750% MAR 05 2022	Bond	$1,001 - $15,000	2020-04-07	sell	28

Original filing document