Congressional stock trades · Member
David Perdue
Former senator · GA · Republican
445 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 5 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-05-02 | 2020-04-16 | 381 ·>45 | Joint | Southern Cmpy Bond | Sale (full) | $15,001 - $50,000 | eFD → |
| 2021-05-02 | 2020-04-16 | 381 ·>45 | Joint | Citigroup Inc Bond | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-05-02 | 2020-04-16 | 381 ·>45 | Joint | TFC.F - Truist FINL CORP F PFD | Sale (full) | $1,001 - $15,000 | eFD → |
| 2021-05-02 | 2020-02-21 | 436 ·>45 | Joint | TAT&T Inc. | Purchase | $15,001 - $50,000 | eFD → |
| 2021-05-02 | 2020-02-20 | 437 ·>45 | Joint | TAT&T Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-11-04 | 2020-09-25 | 40 | Joint | CARROLL CNTY GA SCH DIST GO 5% 04/01/27 AO (MUNI) Rate/Coupon: 5.0% Matures: 04/01/2027 | Purchase | $250,001 - $500,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | American Funds Capital Income Builder Class F-2 | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | SPYSPDR S&P 500 ETF Trust Description: Exchange Traded Fund | Purchase | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | CATCaterpillar Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | Alerian MLP ETF Description: Exchange Traded Fund | Purchase | $250,001 - $500,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | NKENIKE, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | Vanguard S&P 500 ETF Description: Exchange Traded Fund | Purchase | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | BXThe Blackstone Group Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | KOThe Coca-Cola Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | iShares International Select Dividend ETF Description: Exchange Traded Fund | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | AFLAflac Incorporated | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | TFCTruist Financial Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | PYPLPayPal Holdings, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | TAT&T Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | URIUnited Rentals, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | WFCWells Fargo & Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | Vanguard FTSE Developed Markets Index Fund ETF Sha Description: Exchange Traded Fund | Purchase | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | DISThe Walt Disney Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | COPConocoPhillips | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | VZVerizon Communications Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | JNJJohnson & Johnson | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | LLYEli Lilly and Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | INTCIntel Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | iShares Russell 2000 ETF Description: Exchange Traded Fund | Purchase | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | HDThe Home Depot, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | SOThe Southern Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | DDDuPont de Nemours, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | BMYBristol-Myers Squibb Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | SYYSysco Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | JPMJPMorgan Chase & Co. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | MRKMerck & Co., Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | PGThe Procter & Gamble Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | AAPLApple Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | PMPhilip Morris International Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | NSCNorfolk Southern Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | The Southern Company JR SUB NT 2015A | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | MSFTMicrosoft Corporation | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | GISGeneral Mills, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | DOWDow Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | Franklin Income Fund Advisor Class | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | iShares MSCI Emerging Markets ETF Description: Exchange Traded Fund | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | BAThe Boeing Company | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | C.S-CITI 1/1000TH S PERPTL | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | CCitigroup Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-16 | 22 | Joint | BPBP p.l.c. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | PAGPPlains GP Holdings, L.P. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | SPYSPDR S&P 500 ETF Trust Description: Exchange Traded Fund | Purchase | $500,001 - $1,000,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | OKEONEOK, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | SPYSPDR S&P 500 ETF Trust Description: Exchange Traded Fund | Purchase | $1,000,001 - $5,000,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | ETEnergy Transfer LP | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | TC PipeLines, LP | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | WMBThe Williams Companies, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | Magellan Midstream Partners, L.P. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | PBAPembina Pipeline Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | Shell Midstream Partners, L.P. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | PAAPlains All American Pipeline, L.P. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | SUNSunoco LP | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | ENBEnbridge Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | TRPTC Energy Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | TRGPTarga Resources Corp. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | Phillips 66 Partners LP | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | LNGCheniere Energy, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | MPLXMPLX LP | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | KMIKinder Morgan, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-15 | 23 | Joint | EPDEnterprise Products Partners L.P. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AMERCO | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | LYVLive Nation Entertainment, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | SBUXStarbucks Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | COSTCostco Wholesale Corporation | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MSMMSC Industrial Direct Co., Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BRK.BBerkshire Hathaway Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | FHBFirst Hawaiian, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ORCLOracle Corporation | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | VZVerizon Communications Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | NKENIKE, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | WFCWells Fargo & Company | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BMYBristol-Myers Squibb Company | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BAXBaxter International Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AMTAmerican Tower Corporation (REIT) | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | COSTCostco Wholesale Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | JPMJPMorgan Chase & Co. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | SYYSysco Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CSCOCisco Systems, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | USBU.S. Bancorp | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MRKMerck & Co., Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | FOXAFox Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | Hanesbrands Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MUMicron Technology, Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MSFTMicrosoft Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | NFLXNetflix, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | WFCWells Fargo & Company | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | URBNUrban Outfitters, Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | FDXFedEx Corporation | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | WPX Energy, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MRKMerck & Co., Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CVXChevron Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DISThe Walt Disney Company | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DOWDow Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CVXChevron Corporation | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ABBVAbbVie Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | STTState Street Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | HONHoneywell International Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | XOMExxon Mobil Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ACAArcosa, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PRUPrudential Financial, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MOAltria Group, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | GOOGLAlphabet Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ORCLOracle Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PEPPepsiCo, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PYPLPayPal Holdings, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AAPLApple Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | SUSuncor Energy Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | RFRegions Financial Corporation | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PFEPfizer Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | EXRExtra Space Storage Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MDLZMondelez International, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MUMicron Technology, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BAHBooz Allen Hamilton Holding Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | NKENIKE, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | EAFGrafTech International Ltd. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | JPMJPMorgan Chase & Co. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | Bollore | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DALDelta Air Lines, Inc. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BNYThe Bank of New York Mellon Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | EQM Midstream Partners, LP | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | JNJJohnson & Johnson | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BACBank of America Corporation | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | VVisa Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | GPKGraphic Packaging Holding Company | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AMZNAmazon.com, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | NWSANews Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CSCOCisco Systems, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DISThe Walt Disney Company | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DISThe Walt Disney Company | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MDLZMondelez International, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DDDuPont de Nemours, Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ALBAlbemarle Corporation | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | FOXFox Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | VZVerizon Communications Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ORCLOracle Corporation | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | EMREmerson Electric Co. | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PYPLPayPal Holdings, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MMacy's, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BRK.BBerkshire Hathaway Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | RLRalph Lauren Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | GMGeneral Motors Company | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | HCAHCA Healthcare, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BACBank of America Corporation | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | KMIKinder Morgan, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | FireEye, Inc. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | NWSNews Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | GOOGAlphabet Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | The Unilever Group | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DISThe Walt Disney Company | Sale (partial) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | Lions Gate Entertainment Corp. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BMYBristol-Myers Squibb Company | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AXTAAxalta Coating Systems Ltd. | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AMZNAmazon.com, Inc. | Sale (partial) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | EXRExtra Space Storage Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | PGThe Procter & Gamble Company | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BXThe Blackstone Group Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CSCOCisco Systems, Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | HUNHuntsman Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ViacomCBS Inc. | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | KOThe Coca-Cola Company | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | COPConocoPhillips | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | AAPLApple Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | BKNGBooking Holdings Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | MAMastercard Incorporated | Sale (full) | $50,001 - $100,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | CTSHCognizant Technology Solutions Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | SYKStryker Corporation | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | DVNDevon Energy Corporation | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | GLWCorning Incorporated | Sale (full) | $100,001 - $250,000 | eFD → |
| 2020-05-08 | 2020-04-14 | 24 | Joint | ELVAnthem, Inc. | Sale (full) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-13 | 25 | Joint | EQM Midstream Partners, LP | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-09 | 29 | Joint | ORCLOracle Corporation | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-07 | 31 | Joint | PBAPembina Pipeline Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-07 | 31 | Joint | Crestwood Equity Partners LP | Sale (full) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-06 | 32 | Joint | ENBEnbridge Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-06 | 32 | Joint | TRPTC Energy Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-06 | 32 | Joint | LYVLive Nation Entertainment, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-06 | 32 | Joint | MRKMerck & Co., Inc. | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-03 | 35 | Joint | MRKMerck & Co., Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-05-08 | 2020-04-03 | 35 | Joint | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-03 | 35 | Joint | ORCLOracle Corporation | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-03 | 35 | Joint | LYVLive Nation Entertainment, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-03 | 35 | Joint | PFEPfizer Inc. | Sale (partial) | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-01 | 37 | Joint | MUMicron Technology, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-05-08 | 2020-04-01 | 37 | Joint | MUMicron Technology, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-04-05 | 2020-03-31 | 5 | Joint | MRKMerck & Co., Inc. | Sale (partial) | $15,001 - $50,000 | eFD → |
| 2020-04-05 | 2020-03-31 | 5 | Joint | MUMicron Technology, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-04-05 | 2020-03-30 | 6 | Joint | MUMicron Technology, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-04-05 | 2020-03-30 | 6 | Joint | MUMicron Technology, Inc. | Purchase | $1,001 - $15,000 | eFD → |
| 2020-04-05 | 2020-03-30 | 6 | Joint | GPKGraphic Packaging Holding Company | Sale (partial) | $1,001 - $15,000 | eFD → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2016 report.
149 assets with a value on the amended report filed 2018-05-04, 75 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Goldman Sachs High Yield Fl Rate Instl (NASDAQ) | Fund | Joint | $50,001 - $100,000 |
| Goldman Sachs Wealth Management | Other | Joint | $15,001 - $50,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | $500,001 - $1,000,000 |
| MOAltria Group, Inc. | Stock | Joint | $15,001 - $50,000 |
| ABBVAbbVie Inc. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| ADTThe ADT Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| AMTAmerican Tower Corporation (NYSE) | Stock | Joint | $15,001 - $50,000 |
| AAPLApple Inc. (NASDAQ) | Stock | Joint | $100,001 - $250,000 |
| Avon Products Inc. (NYSE) | Stock | Joint | $1,001 - $15,000 |
| Axiall Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| CR Bard Inc. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| BAXBaxter International Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| BMYBristol-Myers Squibb Company (NYSE) | Stock | Joint | $50,001 - $100,000 |
| Buckeye Partners, L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| CHRWCH Robinson Worldwide Inc. (NASDAQ) | Stock | Joint | $1,001 - $15,000 |
| Carroll County GA GO | Bond | Joint | $100,001 - $250,000 |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Joint | $100,001 - $250,000 |
| CLXThe Clorox Company (NYSE) | Stock | Joint | $1,001 - $15,000 |
| KOThe Coca-Cola Company (NYSE) | Stock | Joint | $15,001 - $50,000 |
| Columbia County GA School District DB | Bond | Joint | $250,001 - $500,000 |
| COPConocoPhillips (NYSE) | Stock | Joint | $15,001 - $50,000 |
| GLWCorning Inc. (NYSE) | Stock | Joint | $100,001 - $250,000 |
| DCP Midstream Partners LP (NYSE) | Stock | Joint | $15,001 - $50,000 |
| Dekalb County GA Water and Sewage Rev. | Bond | Joint | None (or less than $1,001) |
| DVNDevon Energy Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| DUKDuke Energy Corporation (NYSE) | Stock | Joint | $15,001 - $50,000 |
| E.I. du Pont de Nemours and Com (NYSE) | Stock | Joint | $15,001 - $50,000 |
| Energy Transfer Equity, L.P. (NYSE) | Stock | Joint | None (or less than $1,001) |
| ENTGEntegris, Inc. (NASDAQ) | Stock | Joint | $50,001 - $100,000 |
| EPDEnterprise Products Partners L.P. (NYSE) | Stock | Joint | $100,001 - $250,000 |
| XOMExxon Mobil Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| GEGeneral Electric Company (NYSE) | Stock | Joint | $50,001 - $100,000 |
| GMGeneral Motors Company (NYSE) | Stock | Joint | $100,001 - $250,000 |
| GELGenesis Energy LP (NYSE) | Stock | Joint | $15,001 - $50,000 |
| Goldman Sachs High Yield Fl Rate Instl (NASDAQ) | Fund | Joint | $250,001 - $500,000 |
| HALHalliburton Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| Henry CNTY GA SCH DIST GO | Bond | Joint | $1,000,001 - $5,000,000 |
| JNJJohnson & Johnson (NYSE) | Stock | Joint | $15,001 - $50,000 |
| JPMJPMorgan Chase & Co. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| LYVLive Nation Entertainment, Inc. (NYSE) | Stock | Joint | $100,001 - $250,000 |
| Magellan Midstream Partners LP (NYSE) | Stock | Joint | $50,001 - $100,000 |
| Marietta GA DB | Bond | Joint | $250,001 - $500,000 |
| MRKMerck & Co. Inc. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| MSFTMicrosoft Corporation (NASDAQ) | Stock | Joint | $15,001 - $50,000 |
| MDLZMondelez International, Inc. (NASDAQ) | Stock | Joint | $15,001 - $50,000 |
| Nashville & Davidson CNTY, TN GO | Bond | Joint | $500,001 - $1,000,000 |
| Oconee CNTY GA SCH DIST GO | Bond | Joint | $250,001 - $500,000 |
| ONEOK Partners, L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| ORCLOracle Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| PEPPepsico, Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| RVTYPerkinElmer Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| PFEPfizer Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| PAAPlains All American Pipeline, L.P. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| PGThe Procter & Gamble Company (NYSE) | Stock | Joint | $100,001 - $250,000 |
| QCOMQUALCOMM Incorporated (NASDAQ) | Stock | Joint | $50,001 - $100,000 |
| Spectra Energy Corp. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| State of Georgia GO | Bond | Joint | None (or less than $1,001) |
| SYKStryker Corporation (NYSE) | Stock | Joint | $1,001 - $15,000 |
| Sunoco Logistics Partners L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| SYYSysco Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| NGLS-PA - Targa Resources Partners LP | Stock | Joint | $50,001 - $100,000 |
| BNYThe Bank of New York Mellon Corporation (NYSE) | Stock | Joint | $1,001 - $15,000 |
| MOSThe Mosaic Company (NYSE) | Stock | Joint | $100,001 - $250,000 |
| TRVThe Travelers Companies, Inc. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| FOXATwenty-First Century Fox, Inc. (NASDAQ) | Stock | Joint | $100,001 - $250,000 |
| USBU.S. Bancorp (NYSE) | Stock | Joint | $15,001 - $50,000 |
| USG Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| VZVerizon Communications Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| Viacom, Inc. (NASDAQ) | Stock | Joint | $1,001 - $15,000 |
| WMTWal-Mart Stores Inc. (NYSE) | Stock | Joint | $100,001 - $250,000 |
| WBA-Walgreens Boots Allianxe. (NASDAQ) | Stock | Joint | $15,001 - $50,000 |
| WFCWells Fargo & Company (NYSE) | Stock | Joint | $15,001 - $50,000 |
| WESWestern Gas Partners LP (NYSE) | Stock | Joint | $15,001 - $50,000 |
| Williams Partners L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| WPX Energy, Inc. (NYSE) | Stock | Joint | $50,001 - $100,000 |
| Goldman Sachs Wealth Management | Other | Joint | $250,001 - $500,000 |
| Municipal ELCTRC Auth of GA REV | Bond | Joint | None (or less than $1,001) |
| ELVAnthem, Inc. (NYSE) | Stock | Joint | $1,001 - $15,000 |
| Georgia State GO | Bond | Joint | $1,000,001 - $5,000,000 |
| Georgia State GO | Bond | Joint | $250,001 - $500,000 |
| GA State Twy Auth REV | Bond | Joint | $500,001 - $1,000,000 |
| Aaron's, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| KNKnowles Corporation (NYSE) | Stock | Joint | $50,001 - $100,000 |
| VCA Inc. (NASDAQ) | Stock | Joint | $50,001 - $100,000 |
| AMAntero Midstream Partners LP (NYSE) | Stock | Joint | $15,001 - $50,000 |
| MPLXMPLX LP (NYSE) | Stock | Joint | $50,001 - $100,000 |
| Unilever NV (NYSE) | Stock | Joint | $1,001 - $15,000 |
| BXThe Blackstone Group L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| HCAHCA Holdings, Inc. | Stock | Joint | $15,001 - $50,000 |
| RFRegions Financial Corporation | Stock | Joint | $15,001 - $50,000 |
| Tesoro Logistics LP | Stock | Joint | $15,001 - $50,000 |
| LNTAlliant Energy Corporation | Stock | Joint | $250,001 - $500,000 |
| King Cnty Wash GO | Bond | Joint | $500,001 - $1,000,000 |
| Columbus Ga Bldg Auth Lease Rev | Bond | Joint | $250,001 - $500,000 |
| Atl Ga Wtr & Wastewtr Rev | Bond | Joint | $250,001 - $500,000 |
| Gainesville GA WTR & SWR REV | Bond | Joint | $500,001 - $1,000,000 |
| Atlanta GA GO | Bond | Joint | $500,001 - $1,000,000 |
| AXPAmerican Express Company | Stock | Joint | None (or less than $1,001) |
| CRMTAmerica's Car-Mart Inc. | Stock | Joint | $15,001 - $50,000 |
| BXLT.MX-BAXALTA | Stock | Joint | None (or less than $1,001) |
| Cabela's Incorporated | Stock | Joint | None (or less than $1,001) |
| CBS Corporation | Stock | Joint | $100,001 - $250,000 |
| WBDDiscovery Communications, Inc. | Stock | Joint | $100,001 - $250,000 |
| IPInternational Paper Company | Stock | Joint | $15,001 - $50,000 |
| SBUXStarbucks Corporation | Stock | Joint | $15,001 - $50,000 |
| Valero Energy Partners LP | Stock | Joint | $15,001 - $50,000 |
| WLK - Westlake Chemical Corp. | Stock | Joint | $100,001 - $250,000 |
| Whole Foods Market, Inc. | Stock | Joint | $100,001 - $250,000 |
| WMBWilliams Companies, Inc. | Stock | Joint | $100,001 - $250,000 |
| Barclays Bank PLC Linked to Basket of Indices | Bond | Joint | $100,001 - $250,000 |
| KHCThe Kraft Heinz Company | Stock | Joint | $50,001 - $100,000 |
| PRUPrudential Financial, Inc. | Stock | Joint | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation | Stock | Joint | $15,001 - $50,000 |
| ENBEnbridge Inc. | Stock | Joint | $15,001 - $50,000 |
| Energy Transfer Partners, L.P. | Stock | Joint | $50,001 - $100,000 |
| EXRExtra Space Storage Inc. | Stock | Joint | $50,001 - $100,000 |
| FIREEYE, INC. | Stock | Joint | $100,001 - $250,000 |
| HONHoneywell International Inc. | Stock | Joint | $15,001 - $50,000 |
| MAMastercard Incorporated | Stock | Joint | $15,001 - $50,000 |
| Mylan N.V. | Stock | Joint | $15,001 - $50,000 |
| NKENIKE, Inc. | Stock | Joint | $15,001 - $50,000 |
| SLBSchlumberger Limited | Stock | Joint | $15,001 - $50,000 |
| Versum Materials, Inc. | Stock | Joint | $15,001 - $50,000 |
| VVisa Inc. | Stock | Joint | $15,001 - $50,000 |
| DISThe Walt Disney Company | Stock | Joint | $100,001 - $250,000 |
| Snohomish Cnty Wash Sch Dist GO | Bond | Joint | $250,001 - $500,000 |
| Wisconsin ST for issues DTD GO | Bond | Joint | $250,001 - $500,000 |
| MUN Elec Auth GA Rev | Bond | Joint | $250,001 - $500,000 |
| BACBank of America Corporation | Stock | Joint | $100,001 - $250,000 |
| SHPG-Shire plc | Stock | Joint | None (or less than $1,001) |
| Goldman Sachs Wealth Management | Other | Member | None (or less than $1,001) |
| Goldman Sachs Growth Strategy Instl | Fund | Member | $500,001 - $1,000,000 |
| Goldman Sachs Growth Strat Instl (NASDAQ) | Fund | Member | $500,001 - $1,000,000 |
| Goldman Sachs Wealth Management | Other | Member | $1,001 - $15,000 |
| The David A. and Bonnie D. Perdue Charitable Remainder Unitrust | Other | Joint | None (or less than $1,001) |
| Goldman Sachs Wealth Management | Other | Spouse | None (or less than $1,001) |
| GS Growth Strategy Portfolio Inst Shares | Fund | Spouse | $15,001 - $50,000 |
| GPKGraphic Packaging Holding Company (NYSE) | Stock | Joint | $250,001 - $500,000 |
| Goldman Sachs Wealth Management | Other | Joint | None (or less than $1,001) |
| 2 Acres | Other | Joint | $250,001 - $500,000 |
| Coastal Bank of Georgia | Other | Joint | $50,001 - $100,000 |
| Robins Federal Credit Union | Other | Spouse | None (or less than $1,001) |
| Easton-Bell Sports | Other | Joint | $50,001 - $100,000 |
| Vontobel: Non-US Equity, LLC | Other | Joint | None (or less than $1,001) |
| Wellington - Non-US Equity LLC | Other | Joint | $500,001 - $1,000,000 |
| Goldman Sachs Corporate Credit Investment Fund, LLC | Other | Joint | $500,001 - $1,000,000 |
| CDLXCardlytics, Inc. | Stock | Member | $500,001 - $1,000,000 |
| CDLXCardlytics, Inc. | Stock | Member | $1,000,001 - $5,000,000 |
| Portfolio Growth Optimization | Fund | Member | $250,001 - $500,000 |
How reports are read: holdings methodology.