David Perdue Republican · GA
Senate · former member · serving since 2015 · born December 10, 1949
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
1,184
across 21 filings
Securities traded
154
0 active in 6 months
Disclosed range total
$20,591,184
sum of filed minimums
In plain language
Of 1,184 disclosed trades, 10 were flagged by the site's published rules — 0.8%.
That is a small share of a lot of trading — lower than coincidence alone would tend to produce. Someone who trades constantly will collect the occasional well-timed trade without anything unusual going on.
- 10 · committee window
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| Senator, GA | 114th | 2015–2021 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
No current committee assignments on file (former member).
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 116th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2019-01 → 2020-03 |
| 116th | Senate Committee on Armed Services | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Banking, Housing, and Urban Affairs | Member | 2019-01 → 2020-12 |
| 116th | Senate Committee on Foreign Relations | Member | 2020-05 → 2020-12 |
| 116th | Senate Committee on the Budget | Member | 2019-01 → 2020-12 |
| 116th | United States Senate Caucus on International Narcotics Control | Member | 2019-02 → 2020-12 |
| 115th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Armed Services | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on Banking, Housing, and Urban Affairs | Member | 2017-01 → 2018-12 |
| 115th | Senate Committee on the Budget | Member | 2017-01 → 2018-12 |
| 114th | Senate Committee on Agriculture, Nutrition, and Forestry | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on Foreign Relations | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Budget | Member | 2015-02 → 2016-12 |
| 114th | Senate Committee on the Judiciary | Member | 2015-02 → 2016-12 |
| 114th | Senate Special Committee on Aging | Member | 2015-02 → 2016-12 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| PG | Procter & Gamble Company (PG) | Chemicals | 11 | 0 / 11 | $320,006 | 2018-12 → 2020-04 |
| SPY | SPDR S&P 500 | — | 14 | 8 / 6 | $10,115,007 | 2018-12 → 2020-04 |
| AAPL | Apple Inc. - Common Stock (AAPL) | Technology Hardware | 18 | 1 / 17 | $523,009 | 2019-01 → 2020-04 |
| T | AT&T Inc. (T) | Telecommunications | 37 | 12 / 25 | $614,519 | 2019-01 → 2020-04 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 13 | 0 / 13 | $409,507 | 2019-02 → 2020-04 |
| KO | Coca-Cola Company | Food & Beverage | 7 | 2 / 5 | $190,004 | 2019-02 → 2020-04 |
| SYY | Sysco Corporation Common Stock (SYY) | Wholesale | 8 | 2 / 6 | $113,004 | 2019-02 → 2020-04 |
| MSFT | Microsoft Corporation - Common Stock (M… | Software & IT Services | 7 | 0 / 7 | $263,504 | 2019-02 → 2020-04 |
| COP | Conocophillips | Oil & Gas | 6 | 1 / 5 | $48,003 | 2019-02 → 2020-04 |
| WFC | Wells Fargo & Company Common Stock (WFC) | Banking | 8 | 2 / 6 | $113,004 | 2019-02 → 2020-04 |
| DIS | Walt Disney Company | Media & Entertainment | 20 | 2 / 16 | $788,010 | 2019-03 → 2020-04 |
| BMY | Bristol-Myers Squibb Company Common Sto… | Pharmaceuticals & Biotech | 8 | 1 / 7 | $211,004 | 2019-07 → 2020-04 |
| DOW | Dow Inc. Common Stock (DOW) | Chemicals | 9 | 3 / 6 | $194,505 | 2019-07 → 2020-04 |
| DD | DuPont de Nemours, Inc. Common Stock (D… | Chemicals | 23 | 17 / 6 | $342,512 | 2019-07 → 2020-04 |
| PYPL | Paypal Holdings | Business Services | 7 | 1 / 6 | $154,004 | 2019-07 → 2020-04 |
| NKE | Nike Inc | Materials | 6 | 0 / 6 | $146,003 | 2020-04 → 2020-04 |
| JPM | JP Morgan Chase & Co. Common Stock (JPM) | Banking | 6 | 0 / 6 | $146,003 | 2020-04 → 2020-04 |
| BX | Blackstone Inc | Capital Markets | 4 | 0 / 4 | $81,002 | 2020-04 → 2020-04 |
| JNJ | Johnson & Johnson Common Stock (JNJ) | Pharmaceuticals & Biotech | 4 | 0 / 4 | $166,002 | 2020-04 → 2020-04 |
| VZ | Verizon Communications Inc. Common Stoc… | Telecommunications | 6 | 0 / 6 | $146,003 | 2020-04 → 2020-04 |
| EEM | iShares MSCI Emerging Markets ETF | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| IDV | iShares International Select Dividend E… | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| IWM | iShares Russell 2000 ETF | — | 2 | 2 / 0 | $150,001 | 2020-04 → 2020-04 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 2 | 2 / 0 | $150,001 | 2020-04 → 2020-04 |
| VOO | Vanguard S&P 500 ETF Description:?Excha… | — | 2 | 2 / 0 | $350,001 | 2020-04 → 2020-04 |
| CAIFX | American Funds Capital Income Builder C… | — | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| FRIAX | Franklin Income Fund Advisor Class | — | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| AMLP | Alerian MLP ETF Description:?Exchange T… | — | 2 | 2 / 0 | $750,001 | 2020-04 → 2020-04 |
| C | Citigroup Inc | Banking | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| HD | Home Depot, Inc. (HD) | Retail & Consumer | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| GIS | General Mills, Inc. Common Stock | Food & Beverage | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| CAT | Caterpillar, Inc. Common Stock (CAT) | Industrials | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| BP | BP p.l.c. Common Stock (BP) | Oil & Gas | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| AFL | Aflac Inc | Insurance | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| BA | Boeing Company (BA) | Defense & Aerospace | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| URI | United Rentals, Inc. Common Stock (URI) | Business Services | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| SO | Southern Company (SO) | Utilities | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| INTC | Intel Corporation - Common Stock (INTC) | Semiconductors | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| LLY | Eli Lilly and Company Common Stock (LLY) | Pharmaceuticals & Biotech | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| PM | Philip Morris International Inc | Food & Beverage | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| NSC | Norfolk Southern Corp | Transportation | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| TFC | Truist Financial Corporation Common Sto… | Banking | 1 | 0 / 1 | $8,001 | 2020-04 → 2020-04 |
| SOJA | The Southern Company JR SUB NT 2015A | — | 1 | 0 / 1 | $32,501 | 2020-04 → 2020-04 |
| ET | Energy Transfer LP Common Units (ET) | Utilities | 14 | 4 / 10 | $161,007 | 2018-12 → 2020-04 |
| PAGP | Plains GP Holdings, L.P. - Class A Shar… | Oil & Gas | 7 | 5 / 2 | $56,004 | 2018-12 → 2020-04 |
| MPLX | MPLX LP | Oil & Gas | 7 | 3 / 4 | $105,004 | 2019-01 → 2020-04 |
| MMP | Magellan Midstream Partners, L.P. | — | 3 | 0 / 3 | $73,002 | 2019-01 → 2020-04 |
| OKE | ONEOK, Inc. Common Stock (OKE) | Utilities | 8 | 1 / 7 | $64,004 | 2019-02 → 2020-04 |
| TRGP | Targa Resources, Inc. Common Stock (TRG… | Utilities | 16 | 3 / 13 | $152,508 | 2019-02 → 2020-04 |
| LNG | Cheniere Energy, Inc. Common Stock (LNG) | Utilities | 8 | 4 / 4 | $113,004 | 2019-02 → 2020-04 |
| TRP | TC Energy Corporation Common Stock (TRP) | Utilities | 19 | 9 / 10 | $152,010 | 2019-03 → 2020-04 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 6 | 1 / 5 | $97,003 | 2019-03 → 2020-04 |
| WMB | Williams Companies, Inc. (WMB) | Utilities | 10 | 1 / 9 | $129,005 | 2019-04 → 2020-04 |
| PBA | Pembina Pipeline Corp. Ordinary Shares … | Oil & Gas | 7 | 4 / 3 | $56,004 | 2019-05 → 2020-04 |
| SUN | Sunoco LP | — | 4 | 0 / 4 | $32,002 | 2019-08 → 2020-04 |
| PAA | Plains All American Pipeline, L.P. | Oil & Gas | 5 | 3 / 2 | $89,003 | 2019-10 → 2020-04 |
| TCP | TC PipeLines, LP | — | 4 | 2 / 2 | $32,002 | 2019-10 → 2020-04 |
| ENB | Enbridge Inc Common Stock (ENB) | Oil & Gas | 8 | 6 / 2 | $64,004 | 2020-02 → 2020-04 |
| SHLX | Shell Midstream Partners, L.P. | — | 4 | 0 / 4 | $32,002 | 2020-02 → 2020-04 |
| PSXP | Phillips 66 Partners LP | — | 8 | 6 / 2 | $113,004 | 2020-02 → 2020-04 |
| EPD | Enterprise Products Partners L.P. | Utilities | 2 | 0 / 2 | $150,001 | 2020-04 → 2020-04 |
| GLW | Corning Incorporated Common Stock (GLW) | Mining & Metals | 15 | 9 / 6 | $478,508 | 2018-12 → 2020-04 |
| RF | Regions Financial Corp | Banking | 9 | 5 / 4 | $589,005 | 2018-12 → 2020-04 |
| WPX | WPX Energy, Inc. | — | 17 | 15 / 2 | $185,009 | 2018-12 → 2020-04 |
| SU | Suncor Energy Inc. Common Stock (SU) | Oil & Gas | 4 | 1 / 3 | $56,502 | 2018-12 → 2020-04 |
| MU | Micron Technology | Semiconductors | 15 | 10 / 5 | $327,508 | 2018-12 → 2020-04 |
| GPK | Graphic Packaging Holding Company (GPK) | Materials | 26 | 17 / 9 | $591,013 | 2018-12 → 2020-04 |
| STT | State Street Corporation Common Stock (… | Banking | 6 | 2 / 4 | $97,003 | 2018-12 → 2020-04 |
| ACA | Arcosa, Inc. | Industrials | 9 | 3 / 6 | $72,005 | 2018-12 → 2020-04 |
| AXTA | Axalta Coating Systems Ltd. | Chemicals | 6 | 3 / 3 | $573,503 | 2018-12 → 2020-04 |
| HBI | Hanesbrands Inc. | — | 11 | 8 / 3 | $613,506 | 2018-12 → 2020-04 |
| DVN | Devon Energy Corporation Common Stock (… | Oil & Gas | 13 | 10 / 3 | $503,007 | 2018-12 → 2020-04 |
| BOIVF | Bollore | — | 19 | 17 / 2 | $286,010 | 2019-01 → 2020-04 |
| FEYE | FireEye, Inc. | — | 12 | 6 / 6 | $430,006 | 2019-02 → 2020-04 |
| GM | General Motors Company Common Stock (GM) | Automotive | 7 | 4 / 3 | $414,504 | 2019-02 → 2020-04 |
| UHAL | AMERCO | Other | 6 | 2 / 4 | $97,003 | 2019-02 → 2020-04 |
| PEP | Pepsico Inc | Food & Beverage | 8 | 0 / 8 | $247,004 | 2019-02 → 2020-04 |
| FOX | Fox Corporation - Class B Common Stock … | Telecommunications | 5 | 2 / 3 | $89,003 | 2019-02 → 2020-04 |
| UN | The Unilever Group | — | 3 | 1 / 2 | $24,002 | 2019-02 → 2020-04 |
| CSCO | Cisco Systems Inc | Technology Hardware | 8 | 0 / 8 | $235,504 | 2019-02 → 2020-04 |
| FOXA | Fox Corporation | Telecommunications | 4 | 1 / 3 | $81,002 | 2019-02 → 2020-04 |
| ORCL | Oracle Corporation Common Stock (ORCL) | Software & IT Services | 14 | 0 / 14 | $283,507 | 2019-02 → 2020-04 |
| ANTM | Anthem, Inc. | — | 4 | 1 / 3 | $81,002 | 2019-02 → 2020-04 |
| GOOG | Alphabet Inc. - Class C Capital Stock (… | Software & IT Services | 4 | 2 / 2 | $105,502 | 2019-03 → 2020-04 |
| BKNG | Booking Holdings Inc. - Common Stock (B… | Other | 4 | 1 / 3 | $105,502 | 2019-03 → 2020-04 |
| FDX | FedEx Corporation Common Stock (FDX) | Transportation | 27 | 24 / 3 | $1,006,514 | 2019-03 → 2020-04 |
| LYV | Live Nation Entertainment, Inc. Common … | Media & Entertainment | 15 | 8 / 7 | $193,508 | 2019-04 → 2020-04 |
| EMR | Emerson Electric Company | Electronics | 3 | 0 / 3 | $48,502 | 2019-04 → 2020-04 |
| AMT | American Tower Corporation (AMT) | Investment Funds | 3 | 0 / 3 | $158,002 | 2019-05 → 2020-04 |
| CTSH | Cognizant Technology Solutions Corporat… | Software & IT Services | 7 | 4 / 3 | $154,004 | 2019-05 → 2020-04 |
| EAF | GrafTech International Ltd. | Electronics | 8 | 5 / 3 | $64,004 | 2019-05 → 2020-04 |
| M | Macy's, Inc. | Retail & Consumer | 7 | 5 / 2 | $105,004 | 2019-05 → 2020-04 |
| NWSA | News Corporation | Media & Publishing | 9 | 6 / 3 | $121,005 | 2019-06 → 2020-04 |
| MSM | MSC Industrial Direct Co., Inc. | Wholesale | 7 | 4 / 3 | $105,004 | 2019-07 → 2020-04 |
| ABBV | Abbvie Inc | Pharmaceuticals & Biotech | 3 | 0 / 3 | $97,502 | 2019-07 → 2020-04 |
| EXR | Extra Space Storage Inc Common Stock (E… | Investment Funds | 6 | 0 / 6 | $146,003 | 2019-08 → 2020-04 |
| USB | U.S. Bancorp Common Stock | Banking | 3 | 0 / 3 | $73,002 | 2019-09 → 2020-04 |
| XOM | Exxon Mobil Corp | Oil & Gas | 5 | 2 / 3 | $89,003 | 2019-09 → 2020-04 |
| SYK | Stryker Corporation Common Stock (SYK) | Medical Devices | 3 | 0 / 3 | $24,002 | 2019-09 → 2020-04 |
| BK | The Bank of New York Mellon Corporation… | — | 3 | 1 / 2 | $24,002 | 2019-09 → 2020-04 |
| NFLX | Netflix, Inc. - Common Stock (NFLX) | Media & Entertainment | 4 | 1 / 3 | $130,002 | 2019-10 → 2020-04 |
| ALB | Albemarle Corporation Common Stock (ALB) | Chemicals | 14 | 10 / 4 | $270,507 | 2019-10 → 2020-04 |
| URBN | Urban Outfitters, Inc. | Retail & Consumer | 25 | 23 / 2 | $558,513 | 2019-11 → 2020-04 |
| VIAC | ViacomCBS Inc. | — | 14 | 10 / 3 | $413,007 | 2019-12 → 2020-04 |
| BAH | Booz Allen Hamilton Holding Corporation… | Business Services | 3 | 1 / 2 | $97,502 | 2019-12 → 2020-04 |
| BAC | Bank of America Corp | Banking | 13 | 3 / 10 | $336,007 | 2020-01 → 2020-04 |
| DAL | Delta Air Lines, Inc. Common Stock (DAL) | Transportation | 8 | 6 / 2 | $113,004 | 2020-02 → 2020-04 |
| PFE | Pfizer, Inc. Common Stock (PFE) | Pharmaceuticals & Biotech | 20 | 16 / 4 | $690,010 | 2020-02 → 2020-04 |
| HUN | Huntsman Corporation | Chemicals | 4 | 2 / 2 | $81,002 | 2020-03 → 2020-04 |
| FHB | First Hawaiian, Inc. - Common Stock (FH… | Banking | 3 | 1 / 2 | $24,002 | 2020-03 → 2020-04 |
| SBUX | Starbucks Corporation - Common Stock | Retail & Consumer | 9 | 7 / 2 | $145,505 | 2020-03 → 2020-04 |
| NWS | News Corporation - Class B Common Stock… | Media & Publishing | 3 | 1 / 2 | $24,002 | 2020-03 → 2020-04 |
| RL | Ralph Lauren Corporation | Consumer Goods | 3 | 1 / 2 | $24,002 | 2020-03 → 2020-04 |
| EQM | EQM Midstream Partners, LP | — | 4 | 0 / 4 | $32,002 | 2020-04 → 2020-04 |
| CVX | Chevron Corporation Common Stock (CVX) | Oil & Gas | 4 | 0 / 4 | $81,002 | 2020-04 → 2020-04 |
| COST | Costco Wholesale | Retail & Consumer | 4 | 0 / 4 | $215,002 | 2020-04 → 2020-04 |
| MA | Mastercard Incorporated Common Stock (M… | Business Services | 2 | 0 / 2 | $150,001 | 2020-04 → 2020-04 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 4 | 0 / 4 | $300,002 | 2020-04 → 2020-04 |
| BAX | Baxter International Inc. Common Stock … | Medical Devices | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| MDLZ | Mondelez Intl Inc | Food & Beverage | 4 | 0 / 4 | $130,002 | 2020-04 → 2020-04 |
| GOOGL | Alphabet Inc. - Class A Common Stock (G… | Software & IT Services | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| MO | Altria Group, Inc. (MO) | Food & Beverage | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| HCA | HCA Healthcare, Inc. Common Stock (HCA) | Healthcare Services | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| V | Visa Inc. (V) | Business Services | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| PRU | Prudential Financial, Inc. Common Stock… | Insurance | 2 | 0 / 2 | $16,001 | 2020-04 → 2020-04 |
| HON | Honeywell International Inc. (HON) | Defense & Aerospace | 2 | 0 / 2 | $65,001 | 2020-04 → 2020-04 |
| CEQP | Crestwood Equity Partners LP | — | 3 | 1 / 2 | $24,002 | 2019-05 → 2020-04 |
| KR | Kroger Company (KR) | Retail & Consumer | 26 | 6 / 20 | $355,013 | 2019-08 → 2020-03 |
| CLX | Clorox Company (CLX) | Chemicals | 2 | 0 / 2 | $16,001 | 2019-02 → 2020-03 |
| CDLX | Cardlytics, Inc. | — | 3 | 2 / 1 | $3,350,002 | 2020-01 → 2020-03 |
| GEL | Genesis Energy, L.P. | Oil & Gas | 1 | 0 / 1 | $8,001 | 2020-03 → 2020-03 |
| CZR | Caesars Entertainment, Inc. - Common St… | Consumer Services | 47 | 2 / 45 | $376,024 | 2018-12 → 2020-03 |
| WES | Western Midstream Partners, LP | Utilities | 7 | 3 / 4 | $56,004 | 2019-03 → 2020-02 |
| DCP | DCP Midstream, LP | — | 5 | 1 / 4 | $40,003 | 2019-09 → 2020-02 |
| ENTG | Entegris, Inc. - Common Stock (ENTG) | Materials | 20 | 1 / 19 | $184,510 | 2019-02 → 2020-01 |
| IP | International Paper Company Common Stoc… | Materials | 2 | 1 / 1 | $40,501 | 2019-10 → 2019-12 |
| AM | Antero Midstream Corporation | Utilities | 5 | 0 / 4 | $64,503 | 2019-01 → 2019-11 |
| CBS | CBS Corporation | — | 7 | 6 / 1 | $414,504 | 2019-10 → 2019-11 |
| MOS | Mosaic Company (MOS) | Chemicals | 6 | 3 / 3 | $97,003 | 2018-12 → 2019-10 |
| BPL | Buckeye Partners, L.P. | — | 6 | 0 / 6 | $48,003 | 2019-09 → 2019-09 |
| GE | General Electric Company | Electronics | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| JCI | Johnson Controls International plc Ordi… | Other | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| MYL | Mylan N.V. | — | 1 | 0 / 1 | $8,001 | 2019-07 → 2019-07 |
| BWXT | BWX Technologies, Inc. Common Stock (BW… | Industrials | 39 | 18 / 21 | $385,520 | 2018-12 → 2019-07 |
| CTVA | Corteva Inc | Agriculture | 2 | 0 / 2 | $16,001 | 2019-06 → 2019-06 |
| INFY | Infosys Limited American Depositary Sha… | Software & IT Services | 3 | 0 / 3 | $24,002 | 2019-02 → 2019-05 |
| AVP | Avon Products, Inc. | — | 2 | 0 / 2 | $16,001 | 2019-02 → 2019-05 |
| FDC | First Data Corporation | — | 19 | 1 / 18 | $441,510 | 2018-12 → 2019-04 |
| IBM | International Business Machines Corpora… | Technology Hardware | 1 | 0 / 1 | $32,501 | 2019-03 → 2019-03 |
| WGP | Western Gas Partners (Exchanged) Wester… | — | 1 | 0 / 0 | $32,501 | 2019-02 → 2019-02 |
| KN | Knowles Corporation | Electronics | 5 | 0 / 5 | $40,003 | 2018-12 → 2019-01 |
| SLB | Schlumberger N.V. | Oil & Gas | 2 | 0 / 2 | $40,501 | 2018-12 → 2018-12 |
| VLP | Valero Energy Partners LP | — | 2 | 0 / 2 | $16,001 | 2018-12 → 2018-12 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 4 | 0 / 4 | $148,002 | 2018-12 → 2018-12 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2020 | +0.4% | 554 | $21,477,777 |
| 2019 | -2.4% | 328 | $6,671,664 |
| 2018 | +4.4% | 35 | $1,037,518 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2020-09-25 | — | CARROLL CNTY GA SCH DIST GO 5% 04/01/27 AO (MUNI) Rate/Coupon: 5.0% Matures: 04/01/2027 | buy | $250,001 – $500,000 | joint | record |
| 2020-04-16 | NSC | Norfolk Southern Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | NKE | NIKE, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PM | Philip Morris International Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PYPL | PayPal Holdings, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | MSFT | Microsoft Corporation | sell | $50,001 – $100,000 | joint | record |
| 2020-04-16 | LLY | Eli Lilly and Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | INTC | Intel Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | JPM | JPMorgan Chase & Co. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PG | The Procter & Gamble Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | MRK | Merck & Co., Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | SO | The Southern Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | VZ | Verizon Communications Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | WFC | Wells Fargo & Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | URI | United Rentals, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | SOJA | The Southern Company JR SUB NT 2015A | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | SYY | Sysco Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | TFC | Truist Financial Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | JNJ | Johnson & Johnson | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BA | The Boeing Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BX | The Blackstone Group Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AFL | Aflac Incorporated | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | T | AT&T Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AAPL | Apple Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | BP | BP p.l.c. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | CAT | Caterpillar Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BMY | Bristol-Myers Squibb Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | GIS | General Mills, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | HD | The Home Depot, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | — | C.S-CITI 1/1000TH S PERPTL | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | C | Citigroup Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DD | DuPont de Nemours, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | KO | The Coca-Cola Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | COP | ConocoPhillips | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DIS | The Walt Disney Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AMLP | Alerian MLP ETF Description:?Exchange Traded Fund | buy | $250,001 – $500,000 | joint | record |
| 2020-04-16 | FRIAX | Franklin Income Fund Advisor Class | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | CAIFX | American Funds Capital Income Builder Class F-2 | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | VOO | Vanguard S&P 500 ETF Description:?Exchange Traded Fund | buy | $100,001 – $250,000 | joint | record |
| 2020-04-16 | VEA | Vanguard FTSE Developed Markets Index Fund ETF Sha Description:?Exchange Traded Fund | buy | $50,001 – $100,000 | joint | record |
| 2020-04-16 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $100,001 – $250,000 | joint | record |
| 2020-04-16 | IWM | iShares Russell 2000 ETF Description:?Exchange Traded Fund | buy | $50,001 – $100,000 | joint | record |
| 2020-04-16 | IDV | iShares International Select Dividend ETF Description:?Exchange Traded Fund | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | EEM | iShares MSCI Emerging Markets ETF Description:?Exchange Traded Fund | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DOW | Dow Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | NSC | Norfolk Southern Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | NKE | NIKE, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PM | Philip Morris International Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PYPL | PayPal Holdings, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | MSFT | Microsoft Corporation | sell | $50,001 – $100,000 | joint | record |
| 2020-04-16 | LLY | Eli Lilly and Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | INTC | Intel Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | JPM | JPMorgan Chase & Co. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | PG | The Procter & Gamble Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | MRK | Merck & Co., Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | SO | The Southern Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | VZ | Verizon Communications Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | WFC | Wells Fargo & Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | URI | United Rentals, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | — | Southern Cmpy Bond | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | SYY | Sysco Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | — | TFC.F - Truist FINL CORP F PFD | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | JNJ | Johnson & Johnson | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BA | The Boeing Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BX | The Blackstone Group Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AFL | Aflac Incorporated | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | T | AT&T Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AAPL | Apple Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | BP | BP p.l.c. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | CAT | Caterpillar Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | BMY | Bristol-Myers Squibb Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | GIS | General Mills, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | HD | The Home Depot, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | — | Citigroup Inc Bond | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | C | Citigroup Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DD | DuPont de Nemours, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | KO | The Coca-Cola Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | COP | ConocoPhillips | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DIS | The Walt Disney Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | AMLP | Alerian MLP ETF Description:?Exchange Traded Fund | buy | $250,001 – $500,000 | joint | record |
| 2020-04-16 | FRIAX | Franklin Income Fund Advisor Class | sell | $15,001 – $50,000 | joint | record |
| 2020-04-16 | CAIFX | American Funds Capital Income Builder Class F-2 | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | VOO | Vanguard S&P 500 ETF Description:?Exchange Traded Fund | buy | $100,001 – $250,000 | joint | record |
| 2020-04-16 | VEA | Vanguard FTSE Developed Markets Index Fund ETF Sha Description:?Exchange Traded Fund | buy | $50,001 – $100,000 | joint | record |
| 2020-04-16 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $100,001 – $250,000 | joint | record |
| 2020-04-16 | IWM | iShares Russell 2000 ETF Description:?Exchange Traded Fund | buy | $50,001 – $100,000 | joint | record |
| 2020-04-16 | IDV | iShares International Select Dividend ETF Description:?Exchange Traded Fund | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | EEM | iShares MSCI Emerging Markets ETF Description:?Exchange Traded Fund | sell | $1,001 – $15,000 | joint | record |
| 2020-04-16 | DOW | Dow Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | ET | Energy Transfer LP | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | MPLX | MPLX LP | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | TRGP | Targa Resources Corp. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | WMB | The Williams Companies, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | SHLX | Shell Midstream Partners, L.P. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PBA | Pembina Pipeline Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | ENB | Enbridge Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PAA | Plains All American Pipeline, L.P. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | OKE | ONEOK, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | MMP | Magellan Midstream Partners, L.P. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | TRP | TC Energy Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | LNG | Cheniere Energy, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | EPD | Enterprise Products Partners L.P. | sell | $50,001 – $100,000 | joint | record |
| 2020-04-15 | KMI | Kinder Morgan, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | TCP | TC PipeLines, LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | SUN | Sunoco LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PSXP | Phillips 66 Partners LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PAGP | Plains GP Holdings, L.P. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $500,001 – $1,000,000 | joint | record |
| 2020-04-15 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $1,000,001 – $5,000,000 | joint | record |
| 2020-04-15 | ET | Energy Transfer LP | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | MPLX | MPLX LP | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | TRGP | Targa Resources Corp. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | WMB | The Williams Companies, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | SHLX | Shell Midstream Partners, L.P. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PBA | Pembina Pipeline Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | ENB | Enbridge Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PAA | Plains All American Pipeline, L.P. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | OKE | ONEOK, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | MMP | Magellan Midstream Partners, L.P. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | TRP | TC Energy Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | LNG | Cheniere Energy, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-15 | EPD | Enterprise Products Partners L.P. | sell | $50,001 – $100,000 | joint | record |
| 2020-04-15 | KMI | Kinder Morgan, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | TCP | TC PipeLines, LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | SUN | Sunoco LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PSXP | Phillips 66 Partners LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | PAGP | Plains GP Holdings, L.P. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-15 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $500,001 – $1,000,000 | joint | record |
| 2020-04-15 | SPY | SPDR S&P 500 ETF Trust Description:?Exchange Traded Fund | buy | $1,000,001 – $5,000,000 | joint | record |
| 2020-04-14 | EAF | GrafTech International Ltd. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | PG | The Procter & Gamble Company | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | SYY | Sysco Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | MSM | MSC Industrial Direct Co., Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | UN | The Unilever Group | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | NWS | News Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | HUN | Huntsman Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | FOXA | Fox Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | DIS | The Walt Disney Company | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BKNG | Booking Holdings Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | FHB | First Hawaiian, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | GOOG | Alphabet Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | CVX | Chevron Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | SU | Suncor Energy Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | M | Macy's, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | MU | Micron Technology, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BAH | Booz Allen Hamilton Holding Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | DIS | The Walt Disney Company | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | AMZN | Amazon.com, Inc. | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | AAPL | Apple Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | DOW | Dow Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | COST | Costco Wholesale Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | CSCO | Cisco Systems, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | EXR | Extra Space Storage Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | HON | Honeywell International Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | EMR | Emerson Electric Co. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | PRU | Prudential Financial, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | V | Visa Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | HCA | HCA Healthcare, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | NFLX | Netflix, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | KMI | Kinder Morgan, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | JPM | JPMorgan Chase & Co. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | MO | Altria Group, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | MDLZ | Mondelez International, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | NKE | NIKE, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | GOOGL | Alphabet Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | PYPL | PayPal Holdings, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | VZ | Verizon Communications Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | ORCL | Oracle Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BAC | Bank of America Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BMY | Bristol-Myers Squibb Company | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | EQM | EQM Midstream Partners, LP | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | KO | The Coca-Cola Company | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | UHAL | AMERCO | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | STT | State Street Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | MSFT | Microsoft Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | WFC | Wells Fargo & Company | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | RL | Ralph Lauren Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | USB | U.S. Bancorp | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | VZ | Verizon Communications Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BOIVF | Bollore | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | MDLZ | Mondelez International, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | CSCO | Cisco Systems, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | DIS | The Walt Disney Company | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | JNJ | Johnson & Johnson | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | AAPL | Apple Inc. | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | ACA | Arcosa, Inc. | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | CTSH | Cognizant Technology Solutions Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | FOX | Fox Corporation | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | COP | ConocoPhillips | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | SYK | Stryker Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | XOM | Exxon Mobil Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | BAX | Baxter International Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | EXR | Extra Space Storage Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | CSCO | Cisco Systems, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | AMZN | Amazon.com, Inc. | sell | $50,001 – $100,000 | joint | record |
| 2020-04-14 | ABBV | AbbVie Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | PYPL | PayPal Holdings, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | BK | The Bank of New York Mellon Corporation | sell | $1,001 – $15,000 | joint | record |
| 2020-04-14 | ANTM | Anthem, Inc. | sell | $15,001 – $50,000 | joint | record |
| 2020-04-14 | MA | Mastercard Incorporated | sell | $50,001 – $100,000 | joint | record |