David P. Roe (House) disclosed 166 transactions

2020-12-11 · 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.

2020-11-19 · sell	MCDONALDS CORP UNSOLICITED Trade# — $1,001 - $15,000
2020-11-25 · sell	MEDTRONIC PLC UNSOLICITED Trade#:60 — $1,001 - $15,000
2020-11-27 · sell	CHEVRON CORP Trade#:22493 Blot:85 — $1,001 - $15,000
2020-11-27 · sell	CHEVRON CORP UNSOLICITED Trade#:83 — $1,001 - $15,000
2020-11-06 · buy	AMGEN INC UNSOLICITED Trade#:36436 — $1,001 - $15,000
2020-11-06 · buy	CHUBB LTD CHF UNSOLICITED Trade#:359 — $1,001 - $15,000
2020-11-06 · buy	JOHNSON & JOHNSON COM UNSOLICITED — $1,001 - $15,000
2020-11-06 · buy	UNITED PARCEL SERVICE INC CL B — $1,001 - $15,000
2020-11-09 · buy	NOVARTIS AG SPON ADR UNSOLICITED TR — $1,001 - $15,000
2020-11-09 · buy	CHUBB LTD CHF Trade#:67459 Blot:85 — $1,001 - $15,000
2020-10-30 · sell	HOSTESS BRANDS INC PER ADVISORY AGREEMENT — $1,001 - $15,000
2020-11-09 · buy	NOVARTIS AG SPON ADR — $1,001 - $15,000
2020-11-09 · buy	UNITED PARCEL SERVICE INC CL B — $1,001 - $15,000
2020-11-19 · buy	NEW YORK ST ENVIRONMENTA SR B RV B — $1,001 - $15,000
2020-11-25 · buy	PHILLIPS 66 — $1,001 - $15,000
2020-11-27 · buy	CISCO SYSTEMS INC UNSOLICITED — $1,001 - $15,000
2020-11-10 · sell	FIDELITY NATIONAL FINANCIAL IN COM — $15,001 - $50,000
2020-11-18 · sell	ADOBE INC. (DELAWARE) UNSOLICITED — $1,001 - $15,000
2020-11-18 · sell	HONEYWELL INTL INC UNSOLICITED Trade — $1,001 - $15,000
2020-11-18 · sell	MONDELEZ INTL INC UNSOLICITED Trade — $1,001 - $15,000
2020-11-18 · sell	ACCENTURE PLC IRELAND CL A Trade#:1 — $1,001 - $15,000
2020-10-30 · sell	ARTISAN PARTNERS ASSET MGMT INC CL — $1,001 - $15,000
2020-11-19 · sell	HONEYWELL INTL INC UNSOLICITED Trade — $1,001 - $15,000
2020-11-19 · sell	MONDELEZ INTL INC UNSOLICITED Trade — $1,001 - $15,000
2020-11-19 · sell	ACCENTURE PLC IRELAND CL A Trade#:06 — $1,001 - $15,000
2020-11-20 · sell	HONEYWELL INTL INC UNSOLICITED Trade — $1,001 - $15,000
2020-11-23 · sell	Viatris Inc Unsolicited — $1,001 - $15,000
2020-11-25 · sell	Global Payments Inc Unsolicited — $1,001 - $15,000
2020-11-25 · sell	Honeywell International Inc Unsolicited — $1,001 - $15,000
2020-11-10 · buy	Old Republic International Corp Unsolicited — $1,001 - $15,000
2020-11-10 · buy	Portland General Electric Co New Unsolicited — $1,001 - $15,000
2020-11-10 · buy	Citigroup Inc Unsolicited — $1,001 - $15,000
2020-10-30 · sell	BRIGHTVIEW HLDGS INC PER ADVISORY AGREEMENT — $1,001 - $15,000
2020-11-18 · buy	American Tower Corp REIT Unsolicited — $1,001 - $15,000
2020-11-18 · buy	Fidelity Natl Information Svcs — $1,001 - $15,000
2020-11-18 · buy	Parker Hannifin Corp Unsolicited — $1,001 - $15,000
2020-11-18 · buy	Salesforce.com Inc Unsolicited — $1,001 - $15,000
2020-11-18 · buy	Visa Inc CL A Unsolicited — $1,001 - $15,000
2020-11-19 · buy	American Tower Corp REIT Unsolicited — $1,001 - $15,000
2020-11-19 · buy	Fidelity Natl Information Svcs — $1,001 - $15,000
2020-11-19 · buy	Parker Hannifin Corp Unsolicited — $1,001 - $15,000
2020-11-19 · sell	Visa Inc Cl A — $1,001 - $15,000
2020-11-20 · sell	Parker Hannifin Corp — $1,001 - $15,000
2020-10-30 · sell	STERICYCLE INC COM PER ADVISORY AGREEMENT — $1,001 - $15,000
2020-11-25 · sell	American Tower Corp REIT — $15,001 - $50,000
2020-11-30 · sell	Cogent Communications Holdings Inc — $1,001 - $15,000
2020-11-30 · sell	Cisco Systems Inc — $1,001 - $15,000
2020-11-30 · sell	Datadog Inc Reg Shs Cl A — $1,001 - $15,000
2020-11-11 · sell	Datadog Inc Reg Shs Cl A — $1,001 - $15,000
2020-10-29 · sell	INTUITIVE SURGICAL INC NEW EXECUTED — $1,001 - $15,000
2020-11-03 · sell	SHUTTERSTK INC SHS EXECUTED 100% A — $1,001 - $15,000
2020-10-29 · sell	DEXCOM INC EXECUTED 100% AGENCY A — $1,001 - $15,000
2020-11-17 · sell	CERENCE INC REG SHS ISSUED EXECUTED — $1,001 - $15,000
2020-11-25 · sell	ARTISAN PARTNERS ASSET MGMT INC CL — $1,001 - $15,000
2020-10-30 · buy	PINTEREST INC REG SHS CL A EXECUTED — $1,001 - $15,000
2020-10-29 · sell	CHEWY INC SH CL A EXECUTED 100% — $1,001 - $15,000
2020-11-02 · sell	INTUITIVE SURGICAL INC NEW EXECUTED — $1,001 - $15,000
2020-11-09 · sell	TELADOC HEALTH INC EXECUTED 100% A — $1,001 - $15,000
2020-11-20 · buy	AMERICAN HONDA FINANCE SER MTN 00. — $1,001 - $15,000
2020-11-20 · buy	WELLS FARGO & COMPANY GLB 02.100% — $1,001 - $15,000
…	106 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	8217770
chamber	house
report url	https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/8217770.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	2020-12-11
extraction method	vision_ocr

Each transaction (166)

id	owner	ticker	comment	amount max	amount min	asset name	asset type	amount range	transaction date	transaction type	reporting lag days
house-8217770-ocr-99	Joint	—	—	15000	1001	MCDONALDS CORP UNSOLICITED Trade#	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-98	Joint	—	—	15000	1001	MEDTRONIC PLC UNSOLICITED Trade#:60	Stock	$1,001 - $15,000	2020-11-25	sell	12
house-8217770-ocr-97	Joint	—	—	15000	1001	CHEVRON CORP Trade#:22493 Blot:85	Stock	$1,001 - $15,000	2020-11-27	sell	10
house-8217770-ocr-96	Joint	—	—	15000	1001	CHEVRON CORP UNSOLICITED Trade#:83	Stock	$1,001 - $15,000	2020-11-27	sell	10
house-8217770-ocr-95	Joint	—	—	15000	1001	AMGEN INC UNSOLICITED Trade#:36436	Stock	$1,001 - $15,000	2020-11-06	buy	25
house-8217770-ocr-94	Joint	—	—	15000	1001	CHUBB LTD CHF UNSOLICITED Trade#:359	Stock	$1,001 - $15,000	2020-11-06	buy	25
house-8217770-ocr-93	Joint	—	—	15000	1001	JOHNSON & JOHNSON COM UNSOLICITED	Stock	$1,001 - $15,000	2020-11-06	buy	25
house-8217770-ocr-92	Joint	UPS	—	15000	1001	UNITED PARCEL SERVICE INC CL B	Stock	$1,001 - $15,000	2020-11-06	buy	25
house-8217770-ocr-91	Joint	—	—	15000	1001	NOVARTIS AG SPON ADR UNSOLICITED TR	Stock	$1,001 - $15,000	2020-11-09	buy	24
house-8217770-ocr-90	Joint	—	Trade#:67459 Blot:85	15000	1001	CHUBB LTD CHF Trade#:67459 Blot:85	Stock	$1,001 - $15,000	2020-11-09	buy	24
house-8217770-ocr-9	Joint	—	—	15000	1001	HOSTESS BRANDS INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-89	Joint	—	Trade#:82903 B	15000	1001	NOVARTIS AG SPON ADR	Stock	$1,001 - $15,000	2020-11-09	buy	24
house-8217770-ocr-88	Joint	—	Trade	15000	1001	UNITED PARCEL SERVICE INC CL B	Stock	$1,001 - $15,000	2020-11-09	buy	24
house-8217770-ocr-87	Joint	—	—	15000	1001	NEW YORK ST ENVIRONMENTA SR B RV B	Stock	$1,001 - $15,000	2020-11-19	buy	16
house-8217770-ocr-86	Joint	PSX	Trade#:88957 Blot:85	15000	1001	PHILLIPS 66	Stock	$1,001 - $15,000	2020-11-25	buy	12
house-8217770-ocr-85	Joint	—	Trade	15000	1001	CISCO SYSTEMS INC UNSOLICITED	Stock	$1,001 - $15,000	2020-11-27	buy	10
house-8217770-ocr-84	Joint	—	—	50000	15001	FIDELITY NATIONAL FINANCIAL IN COM	Stock	$15,001 - $50,000	2020-11-10	sell	23
house-8217770-ocr-83	Joint	ADBE	—	15000	1001	ADOBE INC. (DELAWARE) UNSOLICITED	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-82	Joint	—	—	15000	1001	HONEYWELL INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-81	Joint	—	—	15000	1001	MONDELEZ INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-80	Joint	—	—	15000	1001	ACCENTURE PLC IRELAND CL A Trade#:1	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-8	Joint	—	—	15000	1001	ARTISAN PARTNERS ASSET MGMT INC CL	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-79	Joint	—	—	15000	1001	HONEYWELL INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-78	Joint	—	—	15000	1001	MONDELEZ INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-77	Joint	—	—	15000	1001	ACCENTURE PLC IRELAND CL A Trade#:06	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-76	Joint	—	—	15000	1001	HONEYWELL INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-20	sell	15
house-8217770-ocr-75	Self	—	Trade#:84900	15000	1001	Viatris Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-23	sell	14
house-8217770-ocr-74	Self	—	Unsolicited	15000	1001	Global Payments Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-25	sell	12
house-8217770-ocr-73	Self	—	Unsolicited	15000	1001	Honeywell International Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-25	sell	12
house-8217770-ocr-72	Self	—	Unsolicited	15000	1001	Old Republic International Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-10	buy	23
house-8217770-ocr-71	Self	POR	Trade#:8	15000	1001	Portland General Electric Co New Unsolicited	Stock	$1,001 - $15,000	2020-11-10	buy	23
house-8217770-ocr-70	Self	—	Trade#:438	15000	1001	Citigroup Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-10	buy	23
house-8217770-ocr-7	Joint	—	—	15000	1001	BRIGHTVIEW HLDGS INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-69	Self	—	Unsolicited	15000	1001	American Tower Corp REIT Unsolicited	REIT	$1,001 - $15,000	2020-11-18	buy	17
house-8217770-ocr-68	Self	FIS	—	15000	1001	Fidelity Natl Information Svcs	Stock	$1,001 - $15,000	2020-11-18	buy	17
house-8217770-ocr-67	Self	—	—	15000	1001	Parker Hannifin Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-18	buy	17
house-8217770-ocr-66	Self	—	—	15000	1001	Salesforce.com Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-18	buy	17
house-8217770-ocr-65	Self	—	Trade#:38448	15000	1001	Visa Inc CL A Unsolicited	Stock	$1,001 - $15,000	2020-11-18	buy	17
house-8217770-ocr-64	Self	—	—	15000	1001	American Tower Corp REIT Unsolicited	Stock	$1,001 - $15,000	2020-11-19	buy	16
house-8217770-ocr-63	Self	FIS	—	15000	1001	Fidelity Natl Information Svcs	Stock	$1,001 - $15,000	2020-11-19	buy	16
house-8217770-ocr-62	Self	—	—	15000	1001	Parker Hannifin Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-19	buy	16
house-8217770-ocr-61	Self	—	UNSOLICITED Trade#:04277	15000	1001	Visa Inc Cl A	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-60	Self	PH	UNSOLICITED	15000	1001	Parker Hannifin Corp	Stock	$1,001 - $15,000	2020-11-20	sell	15
house-8217770-ocr-6	Joint	—	—	15000	1001	STERICYCLE INC COM PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-59	Self	—	UNSOLICITED	50000	15001	American Tower Corp REIT	Stock	$15,001 - $50,000	2020-11-25	sell	12
house-8217770-ocr-58	Self	CCOI	—	15000	1001	Cogent Communications Holdings Inc	Stock	$1,001 - $15,000	2020-11-30	sell	9
house-8217770-ocr-57	Self	CSCO	UNSOLICITED Trade	15000	1001	Cisco Systems Inc	Stock	$1,001 - $15,000	2020-11-30	sell	9
house-8217770-ocr-56	Self	—	EXECUTED	15000	1001	Datadog Inc Reg Shs Cl A	Stock	$1,001 - $15,000	2020-11-30	sell	9
house-8217770-ocr-55	Self	—	EXECUTED	15000	1001	Datadog Inc Reg Shs Cl A	Stock	$1,001 - $15,000	2020-11-11	sell	22
house-8217770-ocr-54	Joint	ISRG	—	15000	1001	INTUITIVE SURGICAL INC NEW EXECUTED	Stock	$1,001 - $15,000	2020-10-29	sell	31
house-8217770-ocr-53	Joint	—	—	15000	1001	SHUTTERSTK INC SHS EXECUTED 100% A	Stock	$1,001 - $15,000	2020-11-03	sell	28
house-8217770-ocr-52	Joint	—	—	15000	1001	DEXCOM INC EXECUTED 100% AGENCY A	Stock	$1,001 - $15,000	2020-10-29	sell	31
house-8217770-ocr-51	Joint	—	—	15000	1001	CERENCE INC REG SHS ISSUED EXECUTED	Stock	$1,001 - $15,000	2020-11-17	sell	18
house-8217770-ocr-50	Joint	—	—	15000	1001	ARTISAN PARTNERS ASSET MGMT INC CL	Stock	$1,001 - $15,000	2020-11-25	sell	12
house-8217770-ocr-5	Self	—	—	15000	1001	PINTEREST INC REG SHS CL A EXECUTED	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-49	Joint	—	—	15000	1001	CHEWY INC SH CL A EXECUTED 100%	Stock	$1,001 - $15,000	2020-10-29	sell	31
house-8217770-ocr-48	Joint	ISRG	—	15000	1001	INTUITIVE SURGICAL INC NEW EXECUTED	Stock	$1,001 - $15,000	2020-11-02	sell	29
house-8217770-ocr-47	Joint	—	—	15000	1001	TELADOC HEALTH INC EXECUTED 100% A	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-46	Joint	—	—	15000	1001	AMERICAN HONDA FINANCE SER MTN 00.	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-45	Joint	—	—	15000	1001	WELLS FARGO & COMPANY GLB 02.100%	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-44	Joint	—	—	15000	1001	TOYOTA MOTOR CREDIT CORP SER MTN	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-43	Joint	—	—	15000	1001	WELLS FARGO & COMPANY GLB 02.100%	Stock	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-42	Joint	—	—	15000	1001	MORGAN STANLEY SER MTN 02.625% NO	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-41	Joint	—	—	15000	1001	BLF FEDFUND CASH RESERVE	Stock	$1,001 - $15,000	2020-11-13	buy	20
house-8217770-ocr-40	Joint	—	—	15000	1001	PFIZER INC GLB 02.200% DEC 15 2021 RA	Bond	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-4	Self	—	—	15000	1001	COMPASS MINERALS INTL INC PER ADVIS	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-39	Joint	—	—	15000	1001	BANK OF MONTREAL SER MTN 02.900% M	Bond	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-38	Joint	—	—	15000	1001	BANK OF MONTREAL SER MTN 02.900% M	Bond	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-37	Joint	—	—	15000	1001	AMERICAN EXPRESS CO GLB 02.650% DE	Bond	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-36	Joint	—	—	15000	1001	AMERICAN EXPRESS CO GLB 02.650% DE	Bond	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-35	Joint	—	—	15000	1001	BB&T CORPORATION SER MTN 02.850% O	Bond	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-34	Joint	—	—	15000	1001	MCDONALD'S CORP SER MTN 03.700% JA	Bond	$1,001 - $15,000	2020-11-03	buy	28
house-8217770-ocr-33	Joint	—	—	15000	1001	MCDONALD'S CORP SER MTN 03.700% JA	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-32	Joint	—	—	15000	1001	UNITED TECHNOLOGIES CORP GLB 03.95	Stock	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-31	Joint	—	—	15000	1001	HP ENTERPRISE CO GLB 04.900% OCT 15	Stock	$1,001 - $15,000	2020-11-03	buy	28
house-8217770-ocr-30	Joint	—	—	15000	1001	ABBOTT LABORATORIES GLB 03.750% NO	Stock	$1,001 - $15,000	2020-11-06	buy	25
house-8217770-ocr-3	Self	—	—	15000	1001	WILLSCOT MOBILE MINI HLDGS CORP PEI	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-29	Joint	—	—	15000	1001	ABBOTT LABORATORIES GLB 03.750% NO	Stock	$1,001 - $15,000	2020-11-20	buy	15
house-8217770-ocr-28	Joint	—	—	15000	1001	AMERICAN HONDA FINANCE SER MTN 00.	Stock	$1,001 - $15,000	2020-11-03	buy	28
house-8217770-ocr-27	Joint	—	—	15000	1001	TOYOTA MOTOR CREDIT CORP SER MTN	Stock	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-26	Self	—	—	15000	1001	GOLDMAN SACHS GROUP INC GLB 03.750...	Stock	$1,001 - $15,000	2020-11-03	buy	28
house-8217770-ocr-25	Self	—	—	15000	1001	ABBOTT LABORATORIES GLB 03.750% NOTE	Stock	$1,001 - $15,000	2020-11-10	buy	23
house-8217770-ocr-24	Self	—	—	15000	1001	ROYAL BANK OF CANADA SER MTN GLB 0...	Stock	$1,001 - $15,000	2020-11-02	buy	29
house-8217770-ocr-23	Self	—	—	15000	1001	CERENCE INC REG SHS ISSUED PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-22	Self	—	—	15000	1001	CALLAWAY GOLF CO DEL COM PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-21	Self	—	—	15000	1001	EVERCORE INC CL A PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-20	Self	—	—	15000	1001	FRONTDOOR INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-2	Self	—	—	15000	1001	TERMINIX GLOBAL HLDGS INC PER ADVIS	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-19	Self	—	—	15000	1001	VERINT SYSTEMS INC PER ADVISORY AG	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-18	Self	—	—	15000	1001	DOUGLAS DYNAMICS INC PER ADVISORY	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-17	Self	—	—	15000	1001	CORNERSTONE ONDEMAND INC PER ADVISORY	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-166	Joint	ADBE	—	15000	1001	Adobe Inc. (Delaware) Unsolicited	Stock	$1,001 - $15,000	2020-11-02	sell	29
house-8217770-ocr-165	Joint	TMO	Trade#:2...	15000	1001	Thermo Fisher Scientific Inc	Stock	$1,001 - $15,000	2020-11-02	sell	29
house-8217770-ocr-164	Joint	—	Trade#:61...	15000	1001	Chevron Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-163	Joint	DEO	Trade#:6...	15000	1001	Diageo PLC New GB Spon ADR	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-162	Joint	—	Trade#:8...	15000	1001	Home Depot Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-161	Joint	—	Trade#:99332	15000	1001	Intel Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-160	Joint	—	—	15000	1001	Lockheed Martin Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-16	Self	—	—	15000	1001	BOTTOMLINE TECH DEL INC PER ADVISORY	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-159	Joint	—	—	15000	1001	PROCTER & GAMBLE CO UNSOLICITED T	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-158	Joint	ROK	—	15000	1001	ROCKWELL AUTOMATION INC NEW Trade	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-157	Joint	—	—	15000	1001	LINDE PLC EUR UNSOLICITED TRADE DAT	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-156	Joint	—	—	15000	1001	UNION PACIFIC CORP UNSOLICITED TRAD	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-155	Joint	—	Trade#:76246 Blot:85	15000	1001	CHEVRON CORP Trade#:76246 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-154	Joint	DEO	—	15000	1001	DIAGEO PLC NEW GB SPON ADR Trade#:4	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-153	Joint	—	Trade#:08576 Blot:85	15000	1001	HOME DEPOT INC Trade#:08576 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-152	Joint	—	—	15000	1001	LINDE PLC EUR Trade#:30929 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-151	Joint	—	—	15000	1001	PROCTER & GAMBLE CO Trade#:00472 Bl	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-150	Joint	ROK	—	15000	1001	ROCKWELL AUTOMATION INC NEW Trade	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-15	Self	—	—	15000	1001	EXLSERVICE HLDGS INC PER ADVISORY	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-149	Joint	—	—	15000	1001	UNION PACIFIC CORP Trade#:70855 Blot:	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-148	Joint	ADBE	—	15000	1001	ADOBE INC. (DELAWARE) UNSOLICITED T	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-147	Joint	—	—	15000	1001	HONEYWELL INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-146	Joint	—	—	15000	1001	MONDELEZ INTL INC UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-145	Joint	—	—	15000	1001	Accenture PLC Ireland Cl A Trade#:48	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-144	Joint	—	—	15000	1001	Honeywell Intl Inc Unsolicited Trade	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-143	Joint	—	—	15000	1001	Mondelez Intl Inc Unsolicited Trade	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-142	Joint	—	—	15000	1001	Accenture PLC Ireland Cl A Trade#:38	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-141	Joint	—	—	15000	1001	Honeywell Intl Inc Unsolicited Trade	Stock	$1,001 - $15,000	2020-11-20	sell	15
house-8217770-ocr-140	Joint	—	—	15000	1001	Chevron Corp Trade#:49735 Blot:85	Stock	$1,001 - $15,000	2020-11-25	sell	12
house-8217770-ocr-14	Self	—	—	15000	1001	QUOTIENT TECHNOLOGY INC PER ADVISORY	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-139	Joint	—	—	15000	1001	Chevron Corp Trade#:82213 Blot:85	Stock	$1,001 - $15,000	2020-11-27	sell	10
house-8217770-ocr-138	Joint	—	UNSOLICITED Trade#:63096	15000	1001	AMGEN INC UNSOLICITED Trade#:63096 B	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-137	Joint	—	UNSOLICITED Trade#:627	15000	1001	CHUBB LTD CHF UNSOLICITED Trade#:627	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-136	Joint	—	UNSOLICITED	15000	1001	JOHNSON & JOHNSON COM UNSOLICITED	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-135	Joint	—	—	15000	1001	UNITED PARCEL SERVICE INC CL B	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-134	Joint	—	UNSOLICITED	15000	1001	NOVARTIS AG SPON ADR UNSOLICITED TR	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-133	Joint	—	Trade#:79267 Blot:85	15000	1001	CHUBB LTD CHF Trade#:79267 Blot:85	Stock	$1,001 - $15,000	2020-11-09	buy	24
house-8217770-ocr-132	Joint	—	Trade#:08007	15000	1001	NOVARTIS AG SPON ADR Trade#:08007 B	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-131	Joint	—	—	15000	1001	United Parcel Service Inc CL B Unsolicited	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-130	Joint	—	Unsolicited	15000	1001	American Tower Corp REIT Unsolicited	REIT	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-13	Self	—	—	15000	1001	INOVALON HOLDINGS INC SHS	Stock	$1,001 - $15,000	2020-10-30	buy	30
house-8217770-ocr-129	Joint	—	—	15000	1001	Fidelity Natl Information Svcs Unsolicited	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-128	Joint	—	—	15000	1001	Parker Hannifin Corp Unsolicited	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-127	Joint	—	—	15000	1001	Salesforce.com Inc Unsolicited	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-126	Joint	—	Trade#:70014	15000	1001	Visa Inc CL A Unsolicited	Stock	$1,001 - $15,000	2020-11-18	sell	17
house-8217770-ocr-125	Joint	—	Unsolicited	15000	1001	American Tower Corp REIT Unsolicited	REIT	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-124	Joint	FIS	—	15000	1001	FIDELITY NATL INFORMATION SVCS	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-123	Joint	—	UNSOLICITED	15000	1001	PARKER HANNIFIN CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-122	Joint	—	Trade#:30283 UNSOLICITED	15000	1001	VISA INC CL A UNSOLICITED Trade#:30283	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-121	Joint	—	UNSOLICITED	15000	1001	PARKER HANNIFIN CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-11-20	sell	15
house-8217770-ocr-120	Joint	—	Trade#:15205 Blot:85	15000	1001	PHILLIPS 66 Trade#:15205 Blot:85	Stock	$1,001 - $15,000	2020-11-25	buy	12
house-8217770-ocr-12	Joint	—	—	15000	1001	HILLENBRAND INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-119	Joint	DEO	Trade#:7 UNSOLICITED	15000	1001	DIAGEO PLC NEW GB SPON ADR Trade#:7	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-118	Joint	—	Trade#:54 UNSOLICITED	15000	1001	HOME DEPOT INC UNSOLICITED Trade#:54	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-117	Joint	—	—	15000	1001	INTEL CORP UNSOLICITED Trade#:72484	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-116	Joint	—	—	15000	1001	LOCKHEED MARTIN CORP UNSOLICITED	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-115	Joint	—	—	15000	1001	CHEVRON CORP UNSOLICITED Trade#:35	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-114	Joint	—	—	15000	1001	PROCTER & GAMBLE CO UNSOLICITED TRADE	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-113	Joint	ROK	—	15000	1001	ROCKWELL AUTOMATION INC NEW Trade	Stock	$1,001 - $15,000	2020-11-06	sell	25
house-8217770-ocr-112	Joint	—	—	15000	1001	LINDE PLC EUR UNSOLICITED TRADE DATE	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-111	Joint	—	—	15000	1001	UNION PACIFIC CORP UNSOLICITED TRADE	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-110	Joint	—	—	15000	1001	Chevron Corp Trade#:49752 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-11	Joint	—	—	15000	1001	LENDINGTREE INC PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-109	Joint	DEO	—	15000	1001	Diageo PLC New GB Spon ADR Trade#:1(truncated)	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-108	Joint	—	—	15000	1001	Home Depot Inc Trade#:86025 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-107	Joint	—	—	15000	1001	Linde PLC EUR Trade#:07152 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-106	Joint	—	—	15000	1001	Procter & Gamble Co Trade#:76698 Blot:(truncated)	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-105	Joint	ROK	—	15000	1001	Rockwell Automation Inc New Trade#:(truncated)	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-104	Joint	—	—	15000	1001	Union Pacific Corp Trade#:48597 Blot:85	Stock	$1,001 - $15,000	2020-11-09	sell	24
house-8217770-ocr-103	Joint	CMCSA	—	15000	1001	COMCAST CORP NEW CL A UNSOLICITED	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-102	Joint	—	—	15000	1001	BLACKROCK INC UNSOLICITED Trade#:60	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-101	Joint	—	—	15000	1001	COCA COLA CO COM UNSOLICITED Trade	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-100	Joint	—	—	15000	1001	MICROSOFT CORP UNSOLICITED Trade#	Stock	$1,001 - $15,000	2020-11-19	sell	16
house-8217770-ocr-10	Joint	—	—	15000	1001	GENTEX CORP PER ADVISORY AGREEMENT	Stock	$1,001 - $15,000	2020-10-30	sell	30
house-8217770-ocr-1	Self	—	—	15000	1001	SHUTTERSTK INC SHS EXECUTED 100% A	Stock	$1,001 - $15,000	2020-10-30	buy	30

Original filing document