David P. Roe (House) disclosed 165 transactions

2020-08-11 · 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.

2020-07-17 · buy	NEW YORK ST URBAN DEV CO SR C RV BE — $1,001 - $15,000
2020-07-17 · buy	VIRGINIA COLLEGE BLDG AU SR A RV BE/F — $15,001 - $50,000
2020-07-22 · buy	WASHINGTON ST VAR ASSUR SR A BE/R — $15,001 - $50,000
2020-07-27 · buy	BLACKROCK INC Trade#:60303 Blot:85 — $1,001 - $15,000
2020-07-27 · buy	CHEVRON CORP Trade#:58513 Blot:85 — $1,001 - $15,000
2020-07-27 · buy	COCA COLA CO COM Trade#:44696 Blot:85 — $1,001 - $15,000
2020-07-27 · buy	PHILLIPS 66 Trade#:49013 Blot:85 — $1,001 - $15,000
2020-07-27 · buy	TEXAS INSTRUMENTS Trade#:56023 Blot:85 — $1,001 - $15,000
2020-07-28 · buy	BLACKROCK INC Trade#:30281 Blot:85 — $1,001 - $15,000
2020-07-28 · buy	PHILLIPS 66 Trade#:99117 Blot:85 — $1,001 - $15,000
2020-07-23 · sell	VEEVA SYS INC CL A EXECUTED 100% — $1,001 - $15,000
2020-07-28 · buy	TEXAS INSTRUMENTS Trade#:13000 — $1,001 - $15,000
2020-07-10 · sell	LYONDELLBASELL INDUSTRIES N V SHS — $15,001 - $50,000
2020-07-10 · sell	PUBLIC SERVICE ENTERPRSE GROUP INC — $1,001 - $15,000
2020-07-21 · sell	AMAZON.COM INC Trade#:09614 — $1,001 - $15,000
2020-07-21 · sell	INTERCONTINENTALEXCHANGE GROUP — $1,001 - $15,000
2020-07-21 · sell	MICROSOFT CORP DE Trade#:09620 — $1,001 - $15,000
2020-07-27 · sell	AT&T INC UNSOLICITED Trade#:94955 — $15,001 - $50,000
2020-07-27 · sell	AMGEN INC UNSOLICITED — $15,001 - $50,000
2020-07-27 · sell	CHEMED CORP NEW UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	CHEVRON CORP UNSOLICITED — $1,001 - $15,000
2020-07-23 · sell	ZOOM VIDEO COMMUNICATIONS INC CL A — $1,001 - $15,000
2020-07-27 · sell	COCA COLA CO COM UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	INTERCONTINENTALEXCHANGE GROUP — $1,001 - $15,000
2020-07-27 · sell	JOHNSON & JOHNSON COM UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	MERCK & CO INC NEW COM UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	Metlife Inc Unsolicited — $1,001 - $15,000
2020-07-27 · sell	Medtronic PLC Unsolicited — $15,001 - $50,000
2020-07-27 · sell	PNC Financial Services Group — $1,001 - $15,000
2020-07-27 · sell	Public Storage REIT Unsolicited — $1,001 - $15,000
2020-07-27 · sell	Philip Morris Intl Inc Unsolicited — $1,001 - $15,000
2020-07-27 · sell	Procter & Gamble CO Unsolicited — $15,001 - $50,000
2020-07-23 · sell	CHEWY INC SH CL A PER ADVISORY AGREEMENT — $1,001 - $15,000
2020-07-27 · sell	Accenture PLC Ireland CL A — $15,001 - $50,000
2020-07-27 · sell	TORO CO UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	TRANSUNION UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	VERIZON COMMUNICATIONS INC UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	CONOCOPHILLIPS UNSOLICITED — $1,001 - $15,000
2020-07-28 · sell	KLA CORP UNSOLICITED — $15,001 - $50,000
2020-07-28 · sell	LINDE PLC EUR UNSOLICITED — $15,001 - $50,000
2020-07-28 · sell	MONDELEZ INTL INC UNSOLICITED — $1,001 - $15,000
2020-07-28 · sell	GARMIN LTD SHS CHF UNSOLICITED — $1,001 - $15,000
2020-07-28 · sell	EXXON MOBIL CORP UNSOLICITED — $1,001 - $15,000
2020-07-23 · sell	DEXCOM INC PER ADVISORY AGREEMENT — $1,001 - $15,000
2020-07-28 · sell	HARTFORD FINCL SERVICES GROUP INC — $1,001 - $15,000
2020-07-28 · sell	CITIGROUP INC UNSOLICITED — $1,001 - $15,000
2020-07-28 · sell	MORGAN STANLEY UNSOLICITED — $15,001 - $50,000
2020-07-28 · sell	PUBLIC SERVICE ENTERPRSE GROUP INC — $1,001 - $15,000
2020-07-28 · sell	AMER ELECTRIC POWER CO UNSOLICITED — $15,001 - $50,000
2020-07-28 · sell	AMERIPRISE FINANCIAL INC UNSOLICITED — $15,001 - $50,000
2020-07-28 · sell	CHURCH & DWIGHT CO INC UNSOLICITED — $1,001 - $15,000
2020-07-28 · sell	ROPER TECHNOLOGIES INC UNSOLICITED — $15,001 - $50,000
2020-07-10 · sell	CISCO SYSTEMS INC UNSOLICITED — $1,001 - $15,000
2020-07-10 · sell	STAG INDL INC SBI UNSOLICITED — $15,001 - $50,000
2020-07-23 · sell	MODERNA INC EXECUTED 100% AGENCY — $1,001 - $15,000
2020-07-27 · sell	ABBOTT LABS UNSOLICITED — $1,001 - $15,000
2020-07-27 · sell	ALLSTATE CORP UNSOLICITED — $15,001 - $50,000
2020-07-27 · sell	Motorola Solutions Inc Unsolicited — $1,001 - $15,000
2020-07-27 · sell	Crown Castle Intl Corp REIT — $15,001 - $50,000
2020-07-27 · sell	Dollar Gen Corp New Unsolicited — $1,001 - $15,000
…	105 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	8217489
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/8217489.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	2020-08-11
extraction method	vision_ocr

Each transaction (165)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8217489-ocr-99	Joint	—	—	15000	1001	NEW YORK ST URBAN DEV CO SR C RV BE	Municipal Bond	$1,001 - $15,000	2020-07-17	buy	17
house-8217489-ocr-98	Joint	—	—	50000	15001	VIRGINIA COLLEGE BLDG AU SR A RV BE/F	Municipal Bond	$15,001 - $50,000	2020-07-17	buy	17
house-8217489-ocr-97	Joint	—	—	50000	15001	WASHINGTON ST VAR ASSUR SR A BE/R	Municipal Bond	$15,001 - $50,000	2020-07-22	buy	14
house-8217489-ocr-96	Self	—	—	15000	1001	BLACKROCK INC Trade#:60303 Blot:85	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-95	Self	—	—	15000	1001	CHEVRON CORP Trade#:58513 Blot:85	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-94	Self	—	—	15000	1001	COCA COLA CO COM Trade#:44696 Blot:85	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-93	Self	—	—	15000	1001	PHILLIPS 66 Trade#:49013 Blot:85	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-92	Self	—	—	15000	1001	TEXAS INSTRUMENTS Trade#:56023 Blot:85	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-91	Self	—	—	15000	1001	BLACKROCK INC Trade#:30281 Blot:85	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-90	Self	—	—	15000	1001	PHILLIPS 66 Trade#:99117 Blot:85	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-9	Joint	—	—	15000	1001	VEEVA SYS INC CL A EXECUTED 100%	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-89	Joint	TXN	Trade#:13000 Blot#	15000	1001	TEXAS INSTRUMENTS Trade#:13000	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-88	Joint	LYB	—	50000	15001	LYONDELLBASELL INDUSTRIES N V SHS	Stock	$15,001 - $50,000	2020-07-10	sell	22
house-8217489-ocr-87	Joint	PEG	—	15000	1001	PUBLIC SERVICE ENTERPRSE GROUP INC	Stock	$1,001 - $15,000	2020-07-10	sell	22
house-8217489-ocr-86	Joint	AMZN	Trade#:09614 Blot:85	15000	1001	AMAZON.COM INC Trade#:09614	Stock	$1,001 - $15,000	2020-07-21	sell	15
house-8217489-ocr-85	Joint	ICE	—	15000	1001	INTERCONTINENTALEXCHANGE GROUP	Stock	$1,001 - $15,000	2020-07-21	sell	15
house-8217489-ocr-84	Joint	MSFT	Trade#:09620 Blot#	15000	1001	MICROSOFT CORP DE Trade#:09620	Stock	$1,001 - $15,000	2020-07-21	sell	15
house-8217489-ocr-83	Joint	T	Trade#:94955 Blot#	50000	15001	AT&T INC UNSOLICITED Trade#:94955	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-82	Self	—	Trade#:84876	50000	15001	AMGEN INC UNSOLICITED	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-81	Self	CHE	Trade	15000	1001	CHEMED CORP NEW UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-80	Self	—	Trade#:65	15000	1001	CHEVRON CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-8	Joint	—	—	15000	1001	ZOOM VIDEO COMMUNICATIONS INC CL A	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-79	Self	—	Trade	15000	1001	COCA COLA CO COM UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-78	Self	—	—	15000	1001	INTERCONTINENTALEXCHANGE GROUP	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-77	Self	—	—	15000	1001	JOHNSON & JOHNSON COM UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-76	Self	MRK	—	15000	1001	MERCK & CO INC NEW COM UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-75	Joint	—	Trade#:02756	15000	1001	Metlife Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-74	Joint	—	Trade#:93	50000	15001	Medtronic PLC Unsolicited	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-73	Joint	PNC	Trade#: (partial, cut off)	15000	1001	PNC Financial Services Group	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-72	Joint	—	—	15000	1001	Public Storage REIT Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-71	Joint	—	—	15000	1001	Philip Morris Intl Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-70	Joint	—	—	50000	15001	Procter & Gamble CO Unsolicited	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-7	Joint	—	—	15000	1001	CHEWY INC SH CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-69	Joint	—	Trade#:8?	50000	15001	Accenture PLC Ireland CL A	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-68	Joint	—	Trade#:87507	15000	1001	TORO CO UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-67	Joint	—	Trade#:63265	15000	1001	TRANSUNION UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-66	Joint	—	Trade#: (partial, cut off)	15000	1001	VERIZON COMMUNICATIONS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-65	Joint	—	Trade#:9 (partial, cut off)	15000	1001	CONOCOPHILLIPS UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-64	Joint	—	Trade#:20198	50000	15001	KLA CORP UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-63	Joint	—	Trade#:145	50000	15001	LINDE PLC EUR UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-62	Joint	—	Trade#: (partial, cut off)	15000	1001	MONDELEZ INTL INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-61	Joint	—	Trad# (partially visible)	15000	1001	GARMIN LTD SHS CHF UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-60	Joint	—	Trade# (partially visible)	15000	1001	EXXON MOBIL CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-6	Joint	—	—	15000	1001	DEXCOM INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-59	Joint	—	—	15000	1001	HARTFORD FINCL SERVICES GROUP INC	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-58	Joint	—	Trade#:541	15000	1001	CITIGROUP INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-57	Joint	—	Trade#: (partially visible)	50000	15001	MORGAN STANLEY UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-56	Joint	—	—	15000	1001	PUBLIC SERVICE ENTERPRSE GROUP INC	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-55	Joint	—	—	50000	15001	AMER ELECTRIC POWER CO UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-54	Joint	—	—	50000	15001	AMERIPRISE FINANCIAL INC UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-53	Joint	—	—	15000	1001	CHURCH & DWIGHT CO INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-52	Joint	—	—	50000	15001	ROPER TECHNOLOGIES INC UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-51	Joint	—	—	15000	1001	CISCO SYSTEMS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-10	sell	22
house-8217489-ocr-50	Joint	—	—	50000	15001	STAG INDL INC SBI UNSOLICITED	Stock	$15,001 - $50,000	2020-07-10	sell	22
house-8217489-ocr-5	Joint	—	—	15000	1001	MODERNA INC EXECUTED 100% AGENCY	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-49	Joint	—	Trade#:69737	15000	1001	ABBOTT LABS UNSOLICITED	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-48	Joint	—	Trade#:96	50000	15001	ALLSTATE CORP UNSOLICITED	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-47	Self	—	—	15000	1001	Motorola Solutions Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-46	Self	—	Trade#:	50000	15001	Crown Castle Intl Corp REIT	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-45	Self	DG	—	15000	1001	Dollar Gen Corp New Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-44	Self	—	Trade#:60652	15000	1001	Dover Corp Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-43	Self	—	Trade#:79	50000	15001	Abbvie Inc Com Unsolicited	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-42	Self	—	—	50000	15001	Lockheed Martin Corp Unsolicited	Stock	$15,001 - $50,000	2020-07-27	sell	11
house-8217489-ocr-41	Self	—	—	15000	1001	Norfolk Sthn Corp Unsolicited	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-40	Joint	—	—	50000	15001	NTHN Trust Corp Unsolicited Trade	Stock	$15,001 - $50,000	2020-07-27	buy	11
house-8217489-ocr-4	Joint	—	—	15000	1001	CHEWY INC SH CL A EXECUTED 100%	Stock	$1,001 - $15,000	2020-07-29	sell	9
house-8217489-ocr-39	Joint	—	—	15000	1001	Thermo Fisher Scientific Inc Trade	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-38	Joint	—	—	15000	1001	UnitedHealth Group Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-37	Joint	VLO	—	15000	1001	Valero Energy Corp New Unsolicited	Stock	$1,001 - $15,000	2020-07-27	buy	11
house-8217489-ocr-36	Joint	—	—	15000	1001	Alexandria Real Estate Equities Trade	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-35	Joint	—	—	50000	15001	Atmos Energy Corp Unsolicited Trade	Stock	$15,001 - $50,000	2020-07-28	buy	10
house-8217489-ocr-34	Joint	CCOI	—	15000	1001	Cogent Communications Holdings Inc	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-33	Joint	—	Trade#:68	50000	15001	CME Group Inc Unsolicited	Stock	$15,001 - $50,000	2020-07-28	buy	10
house-8217489-ocr-32	Joint	—	—	50000	15001	Coresite Realty Corp Com REIT	REIT	$15,001 - $50,000	2020-07-28	buy	10
house-8217489-ocr-31	Joint	—	Trade#:185	50000	15001	Broadcom Inc Unsolicited	Stock	$15,001 - $50,000	2020-07-28	buy	10
house-8217489-ocr-30	Joint	—	—	15000	1001	Global Payments Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-3	Joint	—	—	15000	1001	COUPA SOFTWARE INC PER ADVISORY	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-29	Joint	—	Trade#:41	15000	1001	L3 Harris Technologies Inc	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-28	Joint	—	Trade#: (partial, unreadable)	15000	1001	Leidos Holdings Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-28	buy	10
house-8217489-ocr-27	Joint	—	—	50000	15001	Medical Properties Trust Inc REIT	REIT	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-26	Self	—	—	50000	15001	NORTHROP GRUMMAN CORP UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-25	Self	—	—	15000	1001	NEXTERA ENERGY INC COM UNSOLICITED	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-24	Self	—	—	50000	15001	LUKOIL PJSC SPON ADR UNSOLICITED Trade	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-23	Self	—	—	50000	15001	WEC ENERGY GROUP INC COM UNSOLICITED	Stock	$15,001 - $50,000	2020-07-28	sell	10
house-8217489-ocr-22	Self	—	—	15000	1001	TEXAS INSTRUMENTS UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-21	Self	—	—	15000	1001	WILLSCOT MOBILE MINI HLDGS CORP EX	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-20	Self	—	—	15000	1001	LIVONGO HEALTH INC REG SHS EXECUTE	Stock	$1,001 - $15,000	2020-07-29	sell	9
house-8217489-ocr-2	Joint	—	—	15000	1001	EPAM SYSTEMS INC SHS PER ADVISORY	Stock	$1,001 - $15,000	2020-07-17	sell	17
house-8217489-ocr-19	Self	—	—	15000	1001	SLACK TECHNOLOGIES INC CL A EXECUTIVE	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-18	Self	—	—	15000	1001	MONGODB INC CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-17	Self	—	—	15000	1001	WAYFAIR INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-165	Joint	—	—	15000	1001	AMERIPRISE FINANCIAL INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-164	Joint	ADBE	—	15000	1001	ADOBE INC. (DELAWARE) UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-163	Joint	—	—	15000	1001	AMERICAN TOWER CORP REIT UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-162	Joint	—	—	15000	1001	CISCO SYSTEMS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-161	Joint	—	—	15000	1001	COSTCO WHOLESALE CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-160	Joint	—	Trade#:81	15000	1001	DANAHER CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-16	Self	—	—	15000	1001	TWITTER INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-159	Self	DG	—	15000	1001	Dollar Gen Corp New Unsolicited	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-158	Self	FIS	Trade	15000	1001	Fidelity Natl Information Svcs	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-157	Self	ICE	—	15000	1001	Intercontinental Exchange Group	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-156	Self	—	—	15000	1001	Johnson & Johnson Com Unsolicited	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-155	Self	—	—	15000	1001	Lauder Estee Cos Cl A Unsolicited	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-154	Self	—	—	50000	15001	Lockheed Martin Corp Unsolicited	Stock	$15,001 - $50,000	2020-07-02	sell	28
house-8217489-ocr-153	Self	—	—	15000	1001	Lowes Companies Inc Unsolicited	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-152	Self	—	Unsolicited	15000	1001	MARSH & MCLENNAN COS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-151	Self	—	Trade; Unsolicited	15000	1001	MONDELEZ INTL INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-150	Self	—	Unsolicited	15000	1001	NOVARTIS AG SPON ADR UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-15	Self	—	—	15000	1001	ZILLOW GROUP INC SHS CL C PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-149	Self	—	Unsolicited	15000	1001	O REILLY AUTOMOTIVE INC UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-148	Self	—	Unsolicited	15000	1001	PARKER HANNIFIN CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-147	Self	—	Unsolicited	50000	15001	PROCTER & GAMBLE CO UNSOLICITED	Stock	$15,001 - $50,000	2020-07-02	sell	28
house-8217489-ocr-146	Self	—	Unsolicited	15000	1001	SHERWIN WILLIAMS CO UNSOLICITED	Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-145	Self	TMO	Trade#: (partial, cut off)	15000	1001	Thermo Fisher Scientific Inc	Common Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-144	Self	—	Trade#: (partial, cut off)	15000	1001	Union Pacific Corp Unsolicited	Common Stock	$1,001 - $15,000	2020-07-02	sell	28
house-8217489-ocr-143	Self	—	—	50000	15001	UnitedHealth Group Inc Unsolicited	Common Stock	$15,001 - $50,000	2020-07-02	sell	28
house-8217489-ocr-142	Self	AEP	Trade#:4246	15000	1001	Amer Electric Power Co	Common Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-141	Self	MSFT	Trade#:14221 Blot:85	15000	1001	Microsoft Corp	Common Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-140	Self	MRSH	Trade#:943	15000	1001	Marsh & McLennan Cos Inc	Common Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-14	Self	—	—	15000	1001	OKTA INC REG SHS CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-139	Self	—	Trade#:81171	15000	1001	Nextera Energy Inc Com	Common Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-138	Joint	—	—	15000	1001	PROCTER & GAMBLE CO Trade#:99646	Stock	$1,001 - $15,000	2020-07-27	sell	11
house-8217489-ocr-137	Joint	—	—	15000	1001	AMER ELECTRIC POWER CO Trade#:8896	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-136	Joint	—	—	15000	1001	MARSH & MCLENNAN COS INC Trade#:540	Stock	$1,001 - $15,000	2020-07-28	sell	10
house-8217489-ocr-135	Joint	—	—	15000	1001	AMAZON.COM INC DE Trade#:41221 Blot:8	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-134	Joint	—	—	15000	1001	AMER ELECTRIC POWER CO DE Trade#:21	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-133	Joint	CMCSA	—	15000	1001	COMCAST CORP NEW CL A DE Trade#:277	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-132	Joint	—	—	15000	1001	APPLE INC DE Trade#:41086 Blot:85	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-131	Joint	—	—	15000	1001	BLACKROCK INC DE Trade#:27960 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-130	Joint	—	—	15000	1001	COCA COLA CO COM DE Trade#:27852 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-13	Self	—	—	15000	1001	ATLASSIAN CORP PLC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-129	Joint	—	—	50000	15001	ALPHABET INC CL A DE Trade#:41075 Blot:85	Stock	$15,001 - $50,000	2020-07-06	sell	26
house-8217489-ocr-128	Joint	—	—	15000	1001	CHUBB LTD CHF DE Trade#:27887 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-127	Joint	—	—	15000	1001	CRANE CO DE Trade#:27838 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-126	Joint	DEO	—	15000	1001	DIAGEO PLC NEW GB SPON ADR Trade#:27838	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-125	Joint	—	—	15000	1001	HOME DEPOT INC DE Trade#:27905 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-124	Joint	—	—	15000	1001	HONEYWELL INTL INC DE Trade#:41012	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-123	Joint	—	—	15000	1001	INTEL CORP DE Trade#:27738 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-122	Joint	—	—	15000	1001	JPMORGAN CHASE & CO DE Trade#:28192	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-121	Joint	—	—	15000	1001	LINDE PLC EUR DE Trade#:28238 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-120	Joint	—	—	50000	15001	MICROSOFT CORP DE Trade#:27698	Stock	$15,001 - $50,000	2020-07-06	sell	26
house-8217489-ocr-12	Joint	ISRG	—	15000	1001	INTUITIVE SURGICAL INC NEW PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-119	Joint	—	—	15000	1001	MCDONALDS CORP DE Trade#:27922	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-118	Joint	—	—	15000	1001	MEDTRONIC PLC DE Trade#:28269 Blot:85	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-117	Joint	—	Trade#:28	15000	1001	Nextera Energy Inc COM DE	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-116	Joint	—	Trade#:28093 Blot:85	15000	1001	Phillips 66 DE	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-115	Joint	—	—	15000	1001	Raytheon Technologies Corp	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-114	Joint	—	Trade#:28021	15000	1001	Republic Services Inc DE	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-113	Joint	ROK	—	15000	1001	Rockwell Automation Inc New	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-112	Joint	—	Trade#:28	15000	1001	Accenture PLC Ireland CL A	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-111	Joint	—	Trade#:27822	15000	1001	Texas Instruments DE	Stock	$1,001 - $15,000	2020-07-06	sell	26
house-8217489-ocr-110	Joint	—	Trade#:27984 Blot:	15000	1001	TRUIST FINL CORP DE	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-11	Joint	—	—	15000	1001	UBER TECHNOLOGIES INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-109	Joint	—	Trade#:41121 Blot:85	15000	1001	VISA INC CL A DE	Stock	$1,001 - $15,000	2020-07-08	buy	24
house-8217489-ocr-108	Joint	—	Trade#:28068 Blot:85	15000	1001	VF CORP DE	Stock	$1,001 - $15,000	2020-07-06	buy	26
house-8217489-ocr-107	Joint	—	Trade#:1	50000	15001	LEWISVILLE TX INDPT SCH BE/R	Stock	$15,001 - $50,000	2020-07-07	sell	25
house-8217489-ocr-106	Joint	—	Trade#:	50000	15001	NORTHSIDE TX INDPT SCH D BE/R	Stock	$15,001 - $50,000	2020-07-09	sell	23
house-8217489-ocr-105	Joint	—	Trade#:1	50000	15001	ILLINOIS FIN AUTH REV RV BE/R	Stock	$15,001 - $50,000	2020-07-14	sell	20
house-8217489-ocr-104	Joint	—	Trade#:1747	50000	15001	FORYTH CNTY GA SCH BE/R	Stock	$15,001 - $50,000	2020-07-14	sell	20
house-8217489-ocr-103	Joint	—	Traded	50000	15001	MULTNOMAH CNTY OR S/D # BE/R	Municipal Bond	$15,001 - $50,000	2020-07-14	buy	20
house-8217489-ocr-102	Joint	—	—	50000	15001	SOUTH CAROLINA JOBS-ECON SR A RV BE	Municipal Bond	$15,001 - $50,000	2020-07-15	buy	19
house-8217489-ocr-101	Joint	—	—	50000	15001	DALLAS FORT WORTH TX IN SR A RV BE/R	Municipal Bond	$15,001 - $50,000	2020-07-15	buy	19
house-8217489-ocr-100	Joint	—	—	50000	15001	MONTGOMERY CNTY MD CONSO SR A BE	Municipal Bond	$15,001 - $50,000	2020-07-16	buy	18
house-8217489-ocr-10	Joint	—	—	15000	1001	SQUARE INC SHS CL A EXECUTED 100%	Stock	$1,001 - $15,000	2020-07-23	sell	13
house-8217489-ocr-1	Joint	—	—	15000	1001	WILLSCOT MOBILE MINI HLDGS CORP PER ADVISORY	Stock	$1,001 - $15,000	2020-07-17	sell	17

Original filing document