David Perdue R

Republican senator from Georgia (former), serving since Jan 6, 2015.

Among all 100 senators

Each dot is a senator; Perdue is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (Congress.gov)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2021–22

$2.7M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2021–22	$2,743,221	$2,065,998	$259,075	$0	$0	$15,157,223	$0	$7,680,027	$618,941

FEC totals through Oct 15, 2022.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Georgia versus everywhere else, each period.

From Georgia
From out of state

2021–22

-$215,814

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

EPPS AVIATION

$3,000

ULTIMUS FUND SOLUTIONS

$2,800

TRISTATE ORTHOPAEDICS & SPORTS MEDICIN

$2,800

TEXTILE MANAGEMENT ASSOCIATES

$2,800

SUN CAPITAL ADVISORS INC

$2,800

PHYSICIANS IMMEDIATE CARE

$2,800

NORM CHAMP PC

$2,800

MID ATLANTIC CAPITAL GROUP

$2,800

IES GLOBAL

$2,800

GRETCHEN BROOKS

$2,800

FE RICHARDSON CO INC

$2,800

The largest donors, and the numbers

Period	Itemized	Contributions	From GA	Retired donors
2021–22	-$215,814	15,074	16%	117%

Donor	Where	Employer, occupation	Total
CONNER, B	DALLAS, TX		$5,000
CONNER, DAVID	LAKEWAY, TX		$5,000
CONNER, ERNEST	DALLAS, TX		$5,000
HEWITT, HOWARD	LEESBURG, FL		$5,000
PROCUNIER, DONALD	COTTONWOOD, AZ		$5,000
FITZ, KAROLINE	BEVERLY HILLS, CA	SELF-EMPLOYED, VENTURE CAPITALIST	$4,229
DOHERTY, EDWARD	DALLAS, TX	RETIRED, RETIRED	$3,333
EPPS, PATRICK	ATLANTA, GA	EPPS AVIATION, SELF-EMPLOYED	$3,000
SCHRANK, JOEL	JACKSONVILLE, FL		$3,000
TRAUTMANN, JANE	MENLO PARK, CA	RETIRED, RETIRED	$2,809
ADAMS, MILEY	CAMILLA, GA	SELF-EMPLOYED, FARMER	$2,800
BERGEN, EILEEN	PALOS PARK, IL	RETIRED, RETIRED	$2,800
BLAYLOCK, STANLEY	SEWICKLEY, PA	PHYSICIANS IMMEDIATE CARE, CEO	$2,800
BOMMER, SCOTT	NEW YORK, NY	RETIRED, RETIRED	$2,800
BROE, PATRICK	DENVER, CO		$2,800
BROOKS, GRETCHEN	VANCOUVER, WA	GRETCHEN BROOKS, INVESTOR	$2,800
CHAMP, NORMAN	NEW YORK, NY	NORM CHAMP PC, LAWYER	$2,800
DAVIS, HENRY	DOERUN, GA	DAVIS FARMS, SELF-EMPLOYED	$2,800
DORSEY, LISA	CINCINNATI, OH	HOMEMAKER, HOMEMAKER	$2,800
DORSEY, ROBERT	CINCINNATI, OH	ULTIMUS FUND SOLUTIONS, VICE CHAIRMAN	$2,800
DREW, J	AUGUSTA, GA		$2,800
FRIEDEN, JEFFREY	IRVINE, CA	AUCTIONCOM, EXECUTIVE	$2,800
GALLIGAN, KEVIN	NEW YORK, NY		$2,800
GIBSON, JON	CAMERON PARK, CA	ENTREPRENEUR, ENTREPRENEUR	$2,800
GIBSON, MARY	CAMERON PARK, CA		$2,800

Their biggest PAC and party givers

SENATE GEORGIA BATTLEGROUND FUND

$148K

NORFOLK SOUTHERN CORPORATION

$5,000

MARSH & MCLENNAN COMPANIES, INC.

$5,000

CORECIVIC, INC.

$5,000

GREAT EIGHT COMMITTEE

$2,000

BENTZ

$2,000

FINANCIAL INNOVATION VICTORY COMMITTEE

$2,000

BILL FLORES FOR CONGRESS

$2,000

BLUE AND GOLD FUND

$1,000

MOONEY

$875

All 12

Committee	Connected organization	Total	Gifts
SENATE GEORGIA BATTLEGROUND FUND		$147,726	1
NORFOLK SOUTHERN CORPORATION GOOD GOVERNMENT FUND	NORFOLK SOUTHERN CORPORATION	$5,000	1
MARSH & MCLENNAN COMPANIES, INC. POLITICAL ACTION COMMITTEE (MMCPAC)	MARSH & MCLENNAN COMPANIES, INC.	$5,000	1
CORECIVIC, INC. POLITICAL ACTION COMMITTEE (CORECIVIC PAC)	CORECIVIC, INC.	$5,000	1
WALBERG FOR CONGRESS	GREAT EIGHT COMMITTEE	$2,000	1
OREGON FRONTIER PAC	BENTZ	$2,000	1
LUMMIS FOR WYOMING INC.	FINANCIAL INNOVATION VICTORY COMMITTEE	$2,000	1
BILL FLORES FOR CONGRESS		$2,000	3
BLUE AND GOLD FUND		$1,000	1
AMERICANS FOR LEGISLATING EXCELLENCE PAC	MOONEY	$875	1
MOORE COUNTY REPUBLICAN MENS CLUB - FEDERAL PAC		$500	1
COEUR MINING, INC. PAC	COEUR MINING, INC.	$500	1

Outside spending for and against them

Against them
For them

All of it

$8.2M

Who spent it

NATIONAL VICTORY ACTION FUND

$4.2M

AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION

$1.4M

GEORGIA UNITED VICTORY

$825K

REPUBLICAN NATIONAL COMMITTEE

$255K

BLACK VOTERS MATTER ACTION PAC

$231K

FREEDOMWORKS FOR AMERICA

$189K

THE LINCOLN PROJECT

$137K

MOVEON.ORG POLITICAL ACTION

$115K

PURPL-AC PAC (THE PURPLE AMERICA COALITION POLITICAL ACTION COMMITTEE INC.)

$110K

SENATE LEADERSHIP FUND

$106K

SENATE CONSERVATIVES FUND

$102K

KEEP AMERICA AMERICA ACTION FUND

$88K

See the data

Spender	For or against	Total	Reports
NATIONAL VICTORY ACTION FUND	for	$4,205,000	12
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION	for	$1,375,228	31
GEORGIA UNITED VICTORY	for	$824,650	10
REPUBLICAN NATIONAL COMMITTEE	for	$254,619	5
BLACK VOTERS MATTER ACTION PAC	against	$230,843	7
FREEDOMWORKS FOR AMERICA	for	$188,819	7
THE LINCOLN PROJECT	against	$136,585	12
MOVEON.ORG POLITICAL ACTION	against	$114,909	3
PURPL-AC PAC (THE PURPLE AMERICA COALITION POLITICAL ACTION COMMITTEE INC.)	for	$110,000	3
SENATE LEADERSHIP FUND	for	$105,789	4
SENATE CONSERVATIVES FUND	for	$101,796	6
KEEP AMERICA AMERICA ACTION FUND	for	$87,761	20
SAVE THE US SENATE PAC	for	$62,483	1
GEORGIA ACTION FUND	for	$55,000	1
OPPORTUNITY MATTERS FUND, INC.	for	$47,500	2
NRSC	against	$45,022	3
TURNING POINT ACTION	for	$37,290	2
GUN OWNERS ACTION FUND	for	$36,350	4
CLUB FOR GROWTH ACTION	for	$30,135	10
AMERICANS FOR DECENCY AND DEMOCRACY	against	$25,067	1
SEAL PAC SUPPORTING ELECTING AMERICAN LEADERS PAC	for	$25,000	1
NEW GEORGIA PROJECT ACTION FUND	against	$18,820	1
STUDENTS FOR LIFE ACTION	for	$18,775	8
RESIST RECLAIM REBUILD PAC	against	$17,352	8
NATIONAL RIFLE ASSOCIATION OF AMERICA POLITICAL VICTORY FUND	for	$15,149	9

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

ROCK CENTRAL

$5,000

MARSH & MCLENNAN COMPANIES, INC.

$5,000

CORECIVIC, INC.

$5,000

CAPITOL COUNSEL LLC

$2,800

GILEAD SCIENCES, INC.

$2,500

MOTION PICTURE ASSOCIATION, INC.

$2,000

$1,000

$250

-$2,500

-$5,000

All 11

Registrant	Total	Items	First	Latest
ROCK CENTRAL	$5,000	1	Jan 1, 2021	Jan 1, 2021
MARSH & MCLENNAN COMPANIES, INC.	$5,000	1	Jan 5, 2021	Jan 5, 2021
CORECIVIC, INC.	$5,000	1	Jan 5, 2021	Jan 5, 2021
CAPITOL COUNSEL LLC	$2,800	1	Jan 4, 2021	Jan 4, 2021
GILEAD SCIENCES, INC.	$2,500	1	Jan 2, 2021	Jan 2, 2021
MOTION PICTURE ASSOCIATION, INC.	$2,000	1	Jan 4, 2021	Jan 4, 2021
MARSHALL & POPP, LLC	$1,000	1	Jan 5, 2021	Jan 5, 2021
PFIZER INC.	$250	1	Jan 2, 2021	Jan 2, 2021
FARMERS GROUP, INC	-$2,500	1	Feb 17, 2021	Feb 17, 2021
VISA INC.	-$5,000	1	Apr 6, 2021	Apr 6, 2021
AT&T SERVICES, INC. AND ITS AFFILIATES	-$10,000	2	Apr 30, 2021	Apr 30, 2021

How they've voted lately

Nothing on record.

What they sponsor bills about

No Congress.gov records for this senator yet.

14 former staff now lobbying

JAMES BURTON

CLARK HILL, PLC

26 clients

MARK BEDNAR

MONUMENT ADVOCACY

14 clients

LAUREN HANCOCK

BROWNSTEIN HYATT FARBER SCHRECK, LLP

13 clients

MEGAN ZAVERTNIK

MZ ADVISING, LLC

3 clients

LAUREN HANCOCK

BARNES & THORNBURG, LLP

3 clients

JAMES BURTON

CLARK HILL PUBLIC STRATEGIES LLC

2 clients

THOMAS MILLS

FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC)

1 client

CHARLOTTE ROCK

GENERAL CATALYST GROUP MANAGEMENT, LLC

1 client

JOSEPH MOTT

AFLAC INCORPORATED

1 client

PAIGE LINDGREN

POET, LLC

1 client

HAROLD HANCOCK

BROWNSTEIN HYATT FARBER SCHRECK, LLP

1 client

LAUREN HANCOCK

NFIB (NATIONAL FEDERATION OF INDEPENDENT BUSINESS)

1 client

KYLE SIMPSON

INSTITUTE OF INTERNATIONAL BANKERS

1 client

ROBERT GALLAGHER

DELTA AIR LINES, INC.

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
JAMES BURTON	Staff Assistant, Senator David Perdue; Special Assistant, Senate Committee on Indian Affairs	CLARK HILL, PLC	26	2021–2024
MARK BEDNAR	Press Secretary, Sen. David Perdue, and Communications Director, Rep. Sean Duffy, Head of Communications, office of the Speaker, Speaker Kevin McCarthy.	MONUMENT ADVOCACY	14	2025–2026
LAUREN HANCOCK	Legislative Correspondent, Sen. David Perdue; Counsel to the Chief of Staff, Sen. David Perdue; Counsel, Sen. David Perdue.	BROWNSTEIN HYATT FARBER SCHRECK, LLP	13	2025–2026
MEGAN ZAVERTNIK	Clerk - House Armed Services Committee, MLA - Rep. Vicky Hartzler, LD - Rep. Steve Knight, NSA - Senator David Perdue	MZ ADVISING, LLC	3	2021–2026
LAUREN HANCOCK	Counsel, Sen. David Perdue's office.	BARNES & THORNBURG, LLP	3	2021–2022
JAMES BURTON	Staff Assistant, Senator David Perdue; Special Assistant, Senate Committee on Indian Affairs	CLARK HILL PUBLIC STRATEGIES LLC	2	2023–2024
THOMAS MILLS	Leg. Asst, Rep. Bruce Westerman; Leg. Asst, Sen. David Perdue; Deputy Director of Public Engagement & Deputy Director for Agricultural Outreach, US EPA; Leg. Asst & Leg. Correspondent, Rep. Trent Kelly; Intern, Sen. Thad Cochran.	FGS GLOBAL (US) LLC (FKA FGH HOLDINGS LLC)	1	2026
CHARLOTTE ROCK	Senate Finance - Sr. Health Policy Advisor, 2/2024-6/2025; Health Policy Advisor 12/2022-1/2024; Senate HELP - Pro. Staff 2/2021-12/2022; Sen. Perdue - LA 8/2019-1/2020; LC 11/2017-8/2019; Staff Asst. 6/2017-10/2017; Did not lobby Senate	GENERAL CATALYST GROUP MANAGEMENT, LLC	1	2025–2026
JOSEPH MOTT	Rep. R.Norman (Jan2025-Jan2026) COS, (June2023-Jan2025) DCOS, (Dec2022-June2023) Otrch Dir, (Jan2022-Dec2022) Dist Otrch Dir, and (Feb2021-Jan2022) Dist Otrch Coord; Sen. D.Perdue (Feb2020-May2020) Intrn; Sen. T.Scott (May2019-Aug.2019) Intrn.	AFLAC INCORPORATED	1	2026
PAIGE LINDGREN	Press Assistant/Legislative Correspondent, Rep. Ralph Abraham; Press Assistant, Sen. David Perdue; Press Secretary, Sen. Joni Ernst; Communications Director, Reps. Tony Gonzales & Juan Ciscomani	POET, LLC	1	2026
HAROLD HANCOCK	Legislative Correspondent, Sen. David Perdue; Counsel to the Chief of Staff, Sen. David Perdue; Counsel, Sen. David Perdue.	BROWNSTEIN HYATT FARBER SCHRECK, LLP	1	2025
LAUREN HANCOCK	Sen. Perdue (Counsel to Chief of Staff Feb. 2017 - May 2019)	NFIB (NATIONAL FEDERATION OF INDEPENDENT BUSINESS)	1	2024
KYLE SIMPSON	Special Assistant, NCAU; Staff Assistant, House Financial Services Cmte.; Leg. Correspondent, Sen. Perdue	INSTITUTE OF INTERNATIONAL BANKERS	1	2023
ROBERT GALLAGHER	Policy Advisor - USDA, Policy Coordinator - USDA, Confidential Assistant - USDA, Deputy Scheduler - Office of Senator David Perdue, Intern - Office of Representative Drew Ferguson	DELTA AIR LINES, INC.	1	2022

Holdings and trades

$16.0M – $58.3Mnet worth, 2021 report

2,465trades on their reports

330 of 2,445trades reported after 45 days

22 daystypical time to report a trade

0reports filed on paper

7filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2021 report

SPY - SPDR S&P 500 ETF Trust

Mutual Funds · Joint · in Ownership Interest in DBP Enterprises LLC

$5.0M+

CDLX - Cardlytics, Inc.

Corporate Securities · Joint · in Ownership interest in The Aquila Group, LLC

$1.0M+

GGPPX - Goldman Sachs Growth Strategy Portfolio Class P

Mutual Funds · Self · in David A. Perdue, Jr. SEP IRA

$1.0M+

Wellington - Non-US Equity LLC

Investment Fund · Joint

$1.0M+

Note Receivable

Accounts Receivable · Joint · in Ownership interest in The Aquila Group, LLC

$500K+

LNT - Alliant Energy Corporation

Corporate Securities · Joint · in Ownership Interest in DBP Enterprises LLC

$500K+

Gainesville GA WTR & SWR REV

Government Securities · Joint · in Ownership Interest in DBP Enterprises LLC

$500K+

Henry CNTY Ga SCH Dist DB

Government Securities · Joint · in Ownership Interest in DBP Enterprises LLC

$500K+

GGPPX - Goldman Sachs Growth Strategy Portfolio Class P

Mutual Funds · Self · in David A. Perdue, Jr. IRA

$500K+

GPK-Graphic Packaging Holding Company (NYSE)

Corporate Securities · Joint

$500K+

Goldman Sachs Corporate Credit Investment Fund, LLC

Investment Fund · Joint

$500K+

Goldman Sachs Wealth Management

Bank Deposit · Joint · in Ownership Interest in DBP Enterprises LLC

$250K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
SPY - SPDR S&P 500 ETF Trust in Ownership Interest in DBP Enterprises LLC	Mutual Funds	Joint	$5.0M – $25.0M	None: $0 – $200
CDLX - Cardlytics, Inc. in Ownership interest in The Aquila Group, LLC	Corporate Securities	Joint	$1.0M – $5.0M	Capital Gains: $100K – $1.0M
GGPPX - Goldman Sachs Growth Strategy Portfolio Class P in David A. Perdue, Jr. SEP IRA	Mutual Funds	Self	$1.0M – $5.0M	Dividends: $15K – $50K
Wellington - Non-US Equity LLC	Investment Fund	Joint	$1.0M – $5.0M	None: $0 – $200
Note Receivable in Ownership interest in The Aquila Group, LLC	Accounts Receivable	Joint	$500K – $1.0M	None: $0 – $200
LNT - Alliant Energy Corporation in Ownership Interest in DBP Enterprises LLC	Corporate Securities	Joint	$500K – $1.0M	Dividends: $5,001 – $15K
Gainesville GA WTR & SWR REV in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$500K – $1.0M	Interest: $15K – $50K
Henry CNTY Ga SCH Dist DB in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$500K – $1.0M	Interest: $15K – $50K
GGPPX - Goldman Sachs Growth Strategy Portfolio Class P in David A. Perdue, Jr. IRA	Mutual Funds	Self	$500K – $1.0M	Dividends: $5,001 – $15K
GPK-Graphic Packaging Holding Company (NYSE)	Corporate Securities	Joint	$500K – $1.0M	Dividends, Capital Gains: $15K – $50K
Goldman Sachs Corporate Credit Investment Fund, LLC	Investment Fund	Joint	$500K – $1.0M	Excepted Investment Fund: $15K – $50K
Goldman Sachs Wealth Management in Ownership Interest in DBP Enterprises LLC	Bank Deposit	Joint	$250K – $500K	Interest: $201 – $1,000
King Cnty Wash GO in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Columbus Ga Bldg Auth Lease Rev in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Atlanta GA GO in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Milton Ga Go in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Columbia CNTY Ga Go in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Chicago Illinois Sales Tax Ref Rev in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Metro Atlanta Rapid Rev in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Florida ST DB 5% 07/01/26 JJ Right Way Acquisitin Bridge Constr Ref BDS 2019 a Ut Beo in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $5,001 – $15K
Forsyth CNTY Ga SCH Dist Go 5% 02/01/26 Fa Go BDS 2018 Ut Beo in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Forsyth CNTY Ga WTR & Sew Auth Rev 4% 04/01/23 Ao Rev Ref Rev BDS 2013 Beo in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Metropolitan Atlanta Rapid Rev 4% 07/01/24 JJ Tran Auth Ga Sales Tax Rev Ref BDS 2018A Beo in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $5,001 – $15K
Milton Ga Pub BLDGS & Facs Rev 5% 12/01/26 JD Auth Rev BDS 2019 Beo in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $15K – $50K
Carroll CNTY GA SCH DIST GO in Ownership Interest in DBP Enterprises LLC	Government Securities	Joint	$250K – $500K	Interest: $5,001 – $15K

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

Discovery, Inc. (DISCA)

2015–2018 · $462K – $2.0M

74 trades

First Data Corporation (FDC)

2017–2019 · $547K – $2.2M

67 trades

Urban Outfitters, Inc. (URBN)

2017–2020 · $192K – $1.3M

65 trades

Caesars Entertainment Corporation (CZR)

2017–2020 · $77K – $980K

63 trades

FireEye, Inc. (FEYE)

2016–2020 · $372K – $1.7M

61 trades

Pfizer Inc. (PFE)

2015–2020 · $286K – $1.5M

61 trades

Bank of America Corporation (BAC)

2016–2020 · $183K – $1.0M

50 trades

WPX Energy, Inc.

2015–2020 · $87K – $780K

45 trades

Live Nation Entertainment, Inc. (LYV)

2015–2020 · $70K – $700K

42 trades

The Mosaic Company (MOS)

2015–2019 · $563K – $1.8M

41 trades

Their latest 300 of 2,465 trades

Date	Asset	Trade	Owner	Amount	Days to report
2020-09-25	Carroll CNTY Ga SCH Dist Go 5% 04/01/27 Ao (MUNI)	Purchase	Joint	$250K – $500K	40
2020-04-16	Norfolk Southern Corporation	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	NIKE, Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Philip Morris International Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	PayPal Holdings, Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Microsoft Corporation	Sale (Full)	Joint	$50K – $100K	22
2020-04-16	Eli Lilly and Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Intel Corporation	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	JPMorgan Chase & Co.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Procter & Gamble Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Merck & Co., Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Southern Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Verizon Communications Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Wells Fargo & Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	United Rentals, Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Southern Cmpy Bond	Sale (Full)	Joint	$15K – $50K	381
2020-04-16	Sysco Corporation	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	TFC.F - Truist FINL CORP F PFD	Sale (Full)	Joint	$1,001 – $15K	381
2020-04-16	Johnson & Johnson	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Boeing Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Blackstone Group Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Aflac Incorporated	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	AT&T Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Apple Inc.	Sale (Full)	Joint	$15K – $50K	22
2020-04-16	BP p.l.c.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Caterpillar Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Bristol-Myers Squibb Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	General Mills, Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Home Depot, Inc.	Sale (Full)	Joint	$15K – $50K	22
2020-04-16	Citigroup Inc Bond	Sale (Full)	Joint	$1,001 – $15K	381
2020-04-16	Citigroup Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	DuPont de Nemours, Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Coca-Cola Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	ConocoPhillips	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	The Walt Disney Company	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Alerian MLP ETF	Purchase	Joint	$250K – $500K	22
2020-04-16	Franklin Income Fund Advisor Class	Sale (Full)	Joint	$15K – $50K	22
2020-04-16	American Funds Capital Income Builder Class F-2	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Vanguard S&P 500 ETF	Purchase	Joint	$100K – $250K	22
2020-04-16	Vanguard FTSE Developed Markets Index Fund ETF Sha	Purchase	Joint	$50K – $100K	22
2020-04-16	SPDR S&P 500 ETF Trust	Purchase	Joint	$100K – $250K	22
2020-04-16	iShares Russell 2000 ETF	Purchase	Joint	$50K – $100K	22
2020-04-16	iShares International Select Dividend ETF	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	iShares MSCI Emerging Markets ETF	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-16	Dow Inc.	Sale (Full)	Joint	$1,001 – $15K	22
2020-04-15	Energy Transfer LP	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	MPLX LP	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	Targa Resources Corp.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	The Williams Companies, Inc.	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	Shell Midstream Partners, L.P.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Pembina Pipeline Corporation	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Enbridge Inc.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Plains All American Pipeline, L.P.	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	ONEOK, Inc.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Magellan Midstream Partners, L.P.	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	TC Energy Corporation	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Cheniere Energy, Inc.	Sale (Full)	Joint	$15K – $50K	23
2020-04-15	Enterprise Products Partners L.P.	Sale (Full)	Joint	$50K – $100K	23
2020-04-15	Kinder Morgan, Inc.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	TC PipeLines, LP	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Sunoco LP	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Phillips 66 Partners LP	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	Plains GP Holdings, L.P.	Sale (Full)	Joint	$1,001 – $15K	23
2020-04-15	SPDR S&P 500 ETF Trust	Purchase	Joint	$500K – $1.0M	23
2020-04-15	SPDR S&P 500 ETF Trust	Purchase	Joint	$1.0M – $5.0M	23
2020-04-14	GrafTech International Ltd.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	The Procter & Gamble Company	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Sysco Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	MSC Industrial Direct Co., Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	The Unilever Group	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	News Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Huntsman Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Fox Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	The Walt Disney Company	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Booking Holdings Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	First Hawaiian, Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Alphabet Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Chevron Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Suncor Energy Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Macy's, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Micron Technology, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Booz Allen Hamilton Holding Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	The Walt Disney Company	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Amazon.com, Inc.	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Apple Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Dow Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Costco Wholesale Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Cisco Systems, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Extra Space Storage Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Honeywell International Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Emerson Electric Co.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Prudential Financial, Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Visa Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	HCA Healthcare, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Netflix, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Kinder Morgan, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	JPMorgan Chase & Co.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Altria Group, Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Mondelez International, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	NIKE, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Alphabet Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	PayPal Holdings, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Verizon Communications Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Oracle Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Bank of America Corporation	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Bristol-Myers Squibb Company	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	EQM Midstream Partners, LP	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	The Coca-Cola Company	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Amerco	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	State Street Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Microsoft Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Wells Fargo & Company	Sale (Partial)	Joint	$1,001 – $15K	24
2020-04-14	Ralph Lauren Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	U.S. Bancorp	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Verizon Communications Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Bollore	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Mondelez International, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Cisco Systems, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	The Walt Disney Company	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Johnson & Johnson	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Apple Inc.	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Arcosa, Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Cognizant Technology Solutions Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Fox Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	ConocoPhillips	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Stryker Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Exxon Mobil Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Baxter International Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Extra Space Storage Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Cisco Systems, Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Amazon.com, Inc.	Sale (Partial)	Joint	$50K – $100K	24
2020-04-14	AbbVie Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	PayPal Holdings, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	The Bank of New York Mellon Corporation	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Anthem, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Mastercard Incorporated	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Merck & Co., Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	American Tower Corporation (REIT)	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Costco Wholesale Corporation	Sale (Partial)	Joint	$50K – $100K	24
2020-04-14	Berkshire Hathaway Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	The Blackstone Group Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Oracle Corporation	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Bristol-Myers Squibb Company	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	JPMorgan Chase & Co.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Wells Fargo & Company	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	NIKE, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Chevron Corporation	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Oracle Corporation	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	News Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	PepsiCo, Inc.	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Corning Incorporated	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	General Motors Company	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Live Nation Entertainment, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Pfizer Inc.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	WPX Energy, Inc.	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	Regions Financial Corporation	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	ViacomCBS Inc.	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Starbucks Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	FireEye, Inc.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Axalta Coating Systems Ltd.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Urban Outfitters, Inc.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Hanesbrands Inc.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Albemarle Corporation	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Delta Air Lines, Inc.	Sale (Full)	Joint	$1,001 – $15K	24
2020-04-14	Devon Energy Corporation	Sale (Full)	Joint	$15K – $50K	24
2020-04-14	FedEx Corporation	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	Graphic Packaging Holding Company	Sale (Partial)	Joint	$100K – $250K	24
2020-04-14	Lions Gate Entertainment Corp.	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Merck & Co., Inc.	Sale (Partial)	Joint	$50K – $100K	24
2020-04-14	Micron Technology, Inc.	Sale (Partial)	Joint	$50K – $100K	24
2020-04-14	The Walt Disney Company	Sale (Partial)	Joint	$100K – $250K	24
2020-04-14	Apple Inc.	Sale (Partial)	Joint	$15K – $50K	24
2020-04-14	Bank of America Corporation	Sale (Full)	Joint	$50K – $100K	24
2020-04-14	Berkshire Hathaway Inc.	Sale (Full)	Joint	$100K – $250K	24
2020-04-14	DuPont de Nemours, Inc.	Sale (Full)	Joint	$50K – $100K	24
2020-04-13	EQM Midstream Partners, LP	Sale (Partial)	Joint	$1,001 – $15K	25
2020-04-09	Oracle Corporation	Sale (Partial)	Joint	$1,001 – $15K	29
2020-04-07	Crestwood Equity Partners LP	Sale (Full)	Joint	$1,001 – $15K	31
2020-04-07	Pembina Pipeline Corporation	Purchase	Joint	$1,001 – $15K	31
2020-04-06	TC Energy Corporation	Purchase	Joint	$1,001 – $15K	32
2020-04-06	Enbridge Inc.	Purchase	Joint	$1,001 – $15K	32
2020-04-06	Merck & Co., Inc.	Sale (Partial)	Joint	$1,001 – $15K	32
2020-04-06	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	32
2020-04-03	Oracle Corporation	Sale (Partial)	Joint	$1,001 – $15K	35
2020-04-03	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	35
2020-04-03	Merck & Co., Inc.	Sale (Partial)	Joint	$15K – $50K	35
2020-04-03	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	35
2020-04-03	Pfizer Inc.	Sale (Partial)	Joint	$1,001 – $15K	35
2020-04-01	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	37
2020-04-01	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	37
2020-03-31	Merck & Co., Inc.	Sale (Partial)	Joint	$15K – $50K	5
2020-03-31	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	5
2020-03-30	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	6
2020-03-30	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	6
2020-03-30	Graphic Packaging Holding Company	Sale (Partial)	Joint	$1,001 – $15K	6
2020-03-27	Micron Technology, Inc.	Purchase	Joint	$15K – $50K	9
2020-03-27	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	9
2020-03-27	Graphic Packaging Holding Company	Sale (Partial)	Joint	$15K – $50K	9
2020-03-27	Micron Technology, Inc.	Purchase	Joint	$1,001 – $15K	9
2020-03-27	ViacomCBS Inc.	Sale (Partial)	Joint	$1,001 – $15K	9
2020-03-27	Bollore	Purchase	Joint	$1,001 – $15K	9
2020-03-27	Oracle Corporation	Sale (Partial)	Joint	$15K – $50K	9
2020-03-26	Cheniere Energy, Inc.	Purchase	Joint	$1,001 – $15K	10
2020-03-26	The Williams Companies, Inc.	Purchase	Joint	$1,001 – $15K	10
2020-03-26	Bollore	Purchase	Joint	$1,001 – $15K	10
2020-03-26	TC Energy Corporation	Purchase	Joint	$1,001 – $15K	10
2020-03-26	Netflix, Inc.	Purchase	Joint	$15K – $50K	10
2020-03-26	Dow Inc.	Purchase	Joint	$1,001 – $15K	10
2020-03-25	Bollore	Purchase	Joint	$1,001 – $15K	11
2020-03-24	Bollore	Purchase	Joint	$1,001 – $15K	12
2020-03-24	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	12
2020-03-23	Ralph Lauren Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-23	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-23	Bank of America Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-23	Starbucks Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-23	Bollore	Purchase	Joint	$1,001 – $15K	13
2020-03-23	Bank of America Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-23	News Corporation	Purchase	Joint	$1,001 – $15K	13
2020-03-20	Macy's, Inc.	Purchase	Joint	$1,001 – $15K	16
2020-03-20	The Kroger Co.	Sale (Full)	Joint	$1,001 – $15K	16
2020-03-20	Plains GP Holdings, L.P.	Purchase	Joint	$1,001 – $15K	16
2020-03-20	News Corporation	Purchase	Joint	$1,001 – $15K	16
2020-03-20	MSC Industrial Direct Co., Inc.	Purchase	Joint	$1,001 – $15K	16
2020-03-20	Plains GP Holdings, L.P.	Purchase	Joint	$1,001 – $15K	16
2020-03-20	Sysco Corporation	Purchase	Joint	$1,001 – $15K	16
2020-03-20	Bollore	Purchase	Joint	$1,001 – $15K	16
2020-03-19	The Clorox Company	Sale (Full)	Joint	$1,001 – $15K	17
2020-03-19	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	17
2020-03-19	Alphabet Inc.	Purchase	Joint	$1,001 – $15K	17
2020-03-19	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	17
2020-03-19	Starbucks Corporation	Purchase	Joint	$15K – $50K	17
2020-03-18	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	18
2020-03-18	Cardlytics, Inc.	Purchase	Joint	$100K – $250K	18
2020-03-18	Cardlytics, Inc.	Purchase	Joint	$100K – $250K	18
2020-03-18	Amerco	Purchase	Joint	$1,001 – $15K	18
2020-03-18	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	18
2020-03-18	Bank of America Corporation	Purchase	Joint	$1,001 – $15K	18
2020-03-18	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	18
2020-03-18	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	18
2020-03-18	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	18
2020-03-18	General Motors Company	Purchase	Joint	$1,001 – $15K	18
2020-03-17	Huntsman Corporation	Purchase	Joint	$1,001 – $15K	19
2020-03-17	Wells Fargo & Company	Purchase	Joint	$1,001 – $15K	19
2020-03-17	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	19
2020-03-17	MSC Industrial Direct Co., Inc.	Purchase	Joint	$1,001 – $15K	19
2020-03-17	Sysco Corporation	Purchase	Joint	$1,001 – $15K	19
2020-03-17	Cognizant Technology Solutions Corporation	Purchase	Joint	$1,001 – $15K	19
2020-03-17	First Hawaiian, Inc.	Purchase	Joint	$1,001 – $15K	19
2020-03-17	News Corporation	Purchase	Joint	$1,001 – $15K	19
2020-03-17	PepsiCo, Inc.	Sale (Partial)	Joint	$15K – $50K	19
2020-03-17	The Procter & Gamble Company	Sale (Partial)	Joint	$15K – $50K	19
2020-03-17	Axalta Coating Systems Ltd.	Purchase	Joint	$1,001 – $15K	19
2020-03-17	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	19
2020-03-17	Amerco	Purchase	Joint	$1,001 – $15K	19
2020-03-16	Huntsman Corporation	Purchase	Joint	$1,001 – $15K	20
2020-03-16	Live Nation Entertainment, Inc.	Purchase	Joint	$1,001 – $15K	20
2020-03-16	Fox Corporation	Purchase	Joint	$1,001 – $15K	20
2020-03-16	Regions Financial Corporation	Purchase	Joint	$1,001 – $15K	20
2020-03-16	The Kroger Co.	Sale (Partial)	Joint	$15K – $50K	20
2020-03-16	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	20
2020-03-16	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	20
2020-03-16	Axalta Coating Systems Ltd.	Purchase	Joint	$1,001 – $15K	20
2020-03-16	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	20
2020-03-13	TC Energy Corporation	Purchase	Joint	$1,001 – $15K	23
2020-03-13	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	23
2020-03-13	Enbridge Inc.	Purchase	Joint	$1,001 – $15K	23
2020-03-13	TC Energy Corporation	Purchase	Joint	$1,001 – $15K	23
2020-03-13	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	23
2020-03-13	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	23
2020-03-13	Enbridge Inc.	Purchase	Joint	$1,001 – $15K	23
2020-03-11	Genesis Energy, L.P.	Sale (Full)	Joint	$1,001 – $15K	25
2020-03-10	GrafTech International Ltd.	Purchase	Joint	$1,001 – $15K	26
2020-03-10	Fox Corporation	Purchase	Joint	$1,001 – $15K	26
2020-03-10	News Corporation	Purchase	Joint	$1,001 – $15K	26
2020-03-10	Macy's, Inc.	Purchase	Joint	$1,001 – $15K	26
2020-03-10	MSC Industrial Direct Co., Inc.	Purchase	Joint	$1,001 – $15K	26
2020-03-09	Berkshire Hathaway Inc.	Purchase	Joint	$1,001 – $15K	27
2020-03-06	Madison Wis Go 4% 10/01/20 Ao (MUNI)	Purchase	Joint	$100K – $250K	30
2020-03-06	Berkshire Hathaway Inc.	Purchase	Joint	$15K – $50K	30
2020-03-06	Bank of America Corporation	Sale (Partial)	Joint	$1,001 – $15K	30
2020-03-06	Berkshire Hathaway Inc.	Purchase	Joint	$15K – $50K	30
2020-03-05	Cherokee CNTY Ga SCH SYS Go 5% 02/01/27 Fa (MUNI)	Purchase	Joint	$250K – $500K	31
2020-03-05	Urban Outfitters, Inc.	Purchase	Joint	$1,001 – $15K	31
2020-03-05	Berkshire Hathaway Inc.	Purchase	Joint	$15K – $50K	31
2020-03-05	Berkshire Hathaway Inc.	Purchase	Joint	$1,001 – $15K	31
2020-03-05	The Kroger Co.	Sale (Partial)	Joint	$15K – $50K	31
2020-03-05	Urban Outfitters, Inc.	Purchase	Joint	$1,001 – $15K	31
2020-03-04	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	32
2020-03-04	General Motors Company	Purchase	Joint	$1,001 – $15K	32
2020-03-04	Urban Outfitters, Inc.	Purchase	Joint	$1,001 – $15K	32
2020-03-04	Urban Outfitters, Inc.	Purchase	Joint	$1,001 – $15K	32
2020-03-04	Urban Outfitters, Inc.	Purchase	Joint	$1,001 – $15K	32
2020-03-04	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	32
2020-03-04	Bank of America Corporation	Sale (Partial)	Joint	$1,001 – $15K	32
2020-03-03	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	33
2020-03-03	The Kroger Co.	Sale (Partial)	Joint	$1,001 – $15K	33
2020-03-02	Bank of America Corporation	Sale (Partial)	Joint	$15K – $50K	34
2020-03-02	Caesars Entertainment Corporation	Sale (Full)	Joint	$1,001 – $15K	34
2020-03-02	Caesars Entertainment Corporation	Sale (Partial)	Joint	$1,001 – $15K	34
2020-03-02	DuPont de Nemours, Inc.	Purchase	Joint	$1,001 – $15K	34

Financial disclosures

89 reports

To see a report, search efdsearch.senate.gov for the senator's name and the date it was filed; the site doesn't allow links to its reports.

Filed	Report	Entries
May 2, 2021	Periodic Transaction Report for 03/03/2020 (Amendment 1)	82
May 2, 2021	Periodic Transaction Report for 05/08/2020 (Amendment 1)	189
May 2, 2021	Termination Report for 01/03/2021	637
Jan 27, 2021	Termination Report for 2021 Due Date Extension 1	0
Jan 26, 2021	Annual Report for Calendar 2017 (Amendment 1)	644
Jan 26, 2021	Annual Report for Calendar 2018 (Amendment 1)	6
Nov 4, 2020	Periodic Transaction Report for 11/04/2020	1
Aug 13, 2020	Annual Report for Calendar 2019	4
May 8, 2020	Periodic Transaction Report for 05/08/2020	189
Apr 5, 2020	Periodic Transaction Report for 04/05/2020	112
Mar 4, 2020	Annual Report for 2019 Due Date Extension 1	0
Mar 3, 2020	Periodic Transaction Report for 03/03/2020	82
Feb 3, 2020	Periodic Transaction Report for 02/03/2020	25
Jan 23, 2020	Periodic Transaction Report for 01/23/2020	1
Jan 10, 2020	Periodic Transaction Report for 01/10/2020	30
Dec 5, 2019	Periodic Transaction Report for 12/05/2019	40
Nov 5, 2019	Periodic Transaction Report for 11/05/2019	53
Sep 30, 2019	Periodic Transaction Report for 09/30/2019	19
Sep 3, 2019	Periodic Transaction Report for 09/03/2019	31
Aug 9, 2019	Annual Report for Calendar 2018	6
Aug 5, 2019	Periodic Transaction Report for 08/05/2019	38
Jul 3, 2019	Periodic Transaction Report for 07/03/2019	22
Jun 4, 2019	Periodic Transaction Report for 06/04/2019	31
May 7, 2019	Periodic Transaction Report for 05/07/2019	36
Apr 9, 2019	Periodic Transaction Report for 04/09/2019	39
Apr 8, 2019	Annual Report for 2018 Due Date Extension 1	0
Mar 6, 2019	Periodic Transaction Report for 03/06/2019	64
Feb 4, 2019	Periodic Transaction Report for 02/04/2019	34
Jan 9, 2019	Periodic Transaction Report for 01/09/2019	66
Dec 6, 2018	Periodic Transaction Report for 12/06/2018	81
Nov 8, 2018	Periodic Transaction Report for 11/08/2018	56
Oct 2, 2018	Periodic Transaction Report for 10/02/2018	23
Sep 4, 2018	Periodic Transaction Report for 09/04/2018	33
Aug 1, 2018	Periodic Transaction Report for 08/01/2018 (Amendment 1)	31
Aug 1, 2018	Periodic Transaction Report for 08/01/2018	31
Jul 6, 2018	Annual Report for Calendar 2017	644
Jul 6, 2018	Periodic Transaction Report for 07/06/2018	49
Jul 5, 2018	Periodic Transaction Report for 03/01/2017 (Amendment 1)	38
Jun 4, 2018	Periodic Transaction Report for 06/04/2018	30
May 4, 2018	Annual Report for 2017 Due Date Extension 1	0
May 4, 2018	Annual Report for Calendar 2014 (Amendment 2)	241
May 4, 2018	Annual Report for Calendar 2015 (Amendment 2)	6
May 4, 2018	Annual Report for Calendar 2016 (Amendment 1)	4
May 4, 2018	Periodic Transaction Report for 02/02/2016 (Amendment 1)	55
May 4, 2018	Periodic Transaction Report for 03/01/2016 (Amendment 2)	62
May 1, 2018	Periodic Transaction Report for 05/01/2018	14
Apr 5, 2018	Periodic Transaction Report for 04/05/2018	11
Mar 5, 2018	Periodic Transaction Report for 03/05/2018	48
Feb 1, 2018	Periodic Transaction Report for 02/01/2018	43
Jan 4, 2018	Periodic Transaction Report for 01/04/2018	45
Dec 6, 2017	Periodic Transaction Report for 10/02/2017 (Amendment 1)	38
Dec 6, 2017	Periodic Transaction Report for 12/06/2017	30
Dec 6, 2017	Periodic Transaction Report for 12/06/2017	1
Nov 2, 2017	Periodic Transaction Report for 11/02/2017	58
Oct 2, 2017	Periodic Transaction Report for 10/02/2017	39
Aug 28, 2017	Periodic Transaction Report for 08/28/2017	65
Aug 11, 2017	Annual Report for Calendar 2016	4
Aug 7, 2017	Periodic Transaction Report for 03/01/2016 (Amendment 1)	62
Jul 24, 2017	Periodic Transaction Report for 07/24/2017	13
Jul 10, 2017	Periodic Transaction Report for 07/10/2017	37
Jun 6, 2017	Periodic Transaction Report for 06/06/2017	39
May 5, 2017	Periodic Transaction Report for 05/05/2017	13
Apr 23, 2017	Annual Report for 2016 Due Date Extension 1	0
Mar 31, 2017	Periodic Transaction Report for 03/31/2017	33
Mar 1, 2017	Periodic Transaction Report for 03/01/2017	38
Feb 3, 2017	Periodic Transaction Report for 02/03/2017	11
Jan 3, 2017	Periodic Transaction Report for 01/03/2017	15
Dec 6, 2016	Periodic Transaction Report for 12/06/2016	45
Nov 2, 2016	Periodic Transaction Report for 11/02/2016	17
Sep 30, 2016	Periodic Transaction Report for 09/30/2016	19
Sep 12, 2016	Annual Report for Calendar 2015 (Amendment 1)	6
Sep 1, 2016	Periodic Transaction Report for 06/04/2015 (Amendment 2)	127
Sep 1, 2016	Periodic Transaction Report for 09/01/2016	16
Aug 13, 2016	Annual Report for Calendar 2014 (Amendment 1)	242
Aug 13, 2016	Annual Report for Calendar 2015	6
Aug 13, 2016	Periodic Transaction Report for 06/04/2015 (Amendment 1)	127
Aug 12, 2016	Periodic Transaction Report for 09/08/2015 (Amendment 1)	88
Aug 12, 2016	Periodic Transaction Report for 11/23/2015 (Amendment 1)	67
Aug 12, 2016	Periodic Transaction Report for 12/18/2015 (Amendment 1)	41
Aug 5, 2016	Periodic Transaction Report for 08/05/2016	29
Jul 11, 2016	Periodic Transaction Report for 07/11/2016	32
Jun 20, 2016	Annual Report for 2015 Due Date Extension 2	0
May 26, 2016	Periodic Transaction Report for 05/26/2016	13
May 9, 2016	Annual Report for 2015 Due Date Extension 1	0
Apr 29, 2016	Periodic Transaction Report for 04/29/2016	26
Mar 29, 2016	Periodic Transaction Report for 03/29/2016	18
Mar 1, 2016	Periodic Transaction Report for 03/01/2016	62
Feb 2, 2016	Periodic Transaction Report for 02/02/2016	55
Jan 7, 2016	Periodic Transaction Report for 01/07/2016	21