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 2021 report.
214 assets with a value on the report filed 2021-05-02, 97 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 Wealth Management | Other | Joint | $100,001 - $250,000 |
| Amount owed to the filer (debtor not shown) | Other | Joint | $500,001 - $1,000,000 |
| MOAltria Group, Inc. | Stock | Joint | None (or less than $1,001) |
| GOOGLAlphabet Inc. | Stock | Joint | None (or less than $1,001) |
| AMZNAmazon.com, Inc. | Stock | Joint | None (or less than $1,001) |
| CVXChevron Corporation | Stock | Joint | None (or less than $1,001) |
| EMREmerson Electric Co. | Stock | Joint | None (or less than $1,001) |
| PYPLPayPal Holdings, Inc. | Stock | Joint | None (or less than $1,001) |
| CDLXCardlytics, Inc. | Stock | Joint | $1,000,001 - $5,000,000 |
| SUSuncor Energy Inc. | Stock | Joint | None (or less than $1,001) |
| Goldman Sachs High Yield Floating Rate Fund Class | Fund | Joint | $50,001 - $100,000 |
| BAHBooz Allen Hamilton Holding Corporation | Stock | Joint | None (or less than $1,001) |
| DOWDow Inc. | Stock | Joint | None (or less than $1,001) |
| ABBVAbbVie Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| AMTAmerican Tower Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| AAPL-Apple Inc. (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| BAX-Baxter International Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| BMYBristol-Myers Squibb Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| CSCOCisco Systems, Inc. (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| CLX-The Clorox Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| KO-The Coca-Cola Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| COP-ConocoPhillips (NYSE) | Stock | Joint | None (or less than $1,001) |
| GLW-Corning Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| DPM-DCP Midstream Partners LP (NYSE) | Stock | Joint | $15,001 - $50,000 |
| DVNDevon Energy Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| ENTGEntegris, Inc. (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| EPD-Enterprise Products Partners L.P. (NYSE) | Stock | Joint | None (or less than $1,001) |
| XOMExxon Mobil Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| GM-General Motors Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| GEL-Genesis Energy LP (NYSE) | Stock | Joint | None (or less than $1,001) |
| JNJ-Johnson & Johnson (NYSE) | Stock | Joint | None (or less than $1,001) |
| JPM-JPMorgan Chase & Co. (NYSE) | Stock | Joint | None (or less than $1,001) |
| LYV-Live Nation Entertainment, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| MMP-Magellan Midstream Partners LP (NYSE) | Stock | Joint | None (or less than $1,001) |
| MRK-Merck & Co. Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| MSFT-Microsoft Corporation (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| MDLZ-Mondelez International, Inc. (NASDAQ) | Stock | Joint | None (or less than $1,001) |
| OKEONEOK, Inc. | Stock | Joint | None (or less than $1,001) |
| ORCL-Oracle Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| PEP-Pepsico, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| PAA-Plains All American Pipeline, L.P. (NYSE) | Stock | Joint | None (or less than $1,001) |
| PG-The Procter & Gamble Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| SYK-Stryker Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| Sunoco Logistics Partners L.P. (NYSE) | Stock | Joint | $15,001 - $50,000 |
| SYY-Sysco Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| TRGPTarga Resources Corp. | Stock | Joint | None (or less than $1,001) |
| BNYThe Bank of New York Mellon Corporation (NYSE) | Stock | Joint | None (or less than $1,001) |
| USBU.S. Bancorp (NYSE) | Stock | Joint | None (or less than $1,001) |
| VZVerizon Communications Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| WFCWells Fargo & Company (NYSE) | Stock | Joint | None (or less than $1,001) |
| WPX-WPX Energy, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| Goldman Sachs Wealth Management | Other | Joint | $250,001 - $500,000 |
| ANTM-Anthem, Inc. (NYSE) | Stock | Joint | None (or less than $1,001) |
| GA State Twy Auth REV | Bond | Joint | None (or less than $1,001) |
| MPLX-MPLX LP (NYSE) | Stock | Joint | None (or less than $1,001) |
| UN-Unilever NV (NYSE) | Stock | Joint | None (or less than $1,001) |
| BXThe Blackstone Group Inc. | Stock | Joint | None (or less than $1,001) |
| HCAHCA Holdings, Inc. | Stock | Joint | None (or less than $1,001) |
| RF-Regions Financial Corporation | Stock | Joint | None (or less than $1,001) |
| LNTAlliant Energy Corporation | Stock | Joint | $500,001 - $1,000,000 |
| King Cnty Wash GO | Bond | Joint | $250,001 - $500,000 |
| Columbus Ga Bldg Auth Lease Rev | Bond | Joint | $250,001 - $500,000 |
| Gainesville GA WTR & SWR REV | Bond | Joint | $500,001 - $1,000,000 |
| Atlanta GA GO | Bond | Joint | $250,001 - $500,000 |
| ViacomCBS Inc. | Stock | Joint | None (or less than $1,001) |
| WMB-Williams Companies, Inc. | Stock | Joint | None (or less than $1,001) |
| PRU-Prudential Financial, Inc. | Stock | Joint | None (or less than $1,001) |
| COST-Costco Wholesale Corporation | Stock | Joint | None (or less than $1,001) |
| ETEnergy Transfer LP | Stock | Joint | None (or less than $1,001) |
| EXR-Extra Space Storage Inc. | Stock | Joint | None (or less than $1,001) |
| FEYE-FIREEYE, INC. | Stock | Joint | None (or less than $1,001) |
| HONHoneywell International Inc. | Stock | Joint | None (or less than $1,001) |
| MAMastercard Incorporated | Stock | Joint | None (or less than $1,001) |
| NKE-NIKE, Inc. | Stock | Joint | None (or less than $1,001) |
| VVisa Inc. | Stock | Joint | None (or less than $1,001) |
| DIS-The Walt Disney Company | Stock | Joint | None (or less than $1,001) |
| BACBank of America Corporation | Stock | Joint | None (or less than $1,001) |
| AXTAAxalta Coating Systems Ltd. | Stock | Joint | None (or less than $1,001) |
| CZRCaesars Entertainment Corporation | Stock | Joint | None (or less than $1,001) |
| KMIKinder Morgan, Inc. | Stock | Joint | None (or less than $1,001) |
| Murray Cnty Ga Sch Dist DB | Bond | Joint | None (or less than $1,001) |
| BOFA Finance LLC Linked to Basket of Indices Upside Levered Cap | Bond | Joint | $15,001 - $50,000 |
| CTSHCognizant Technology Solutions Corporation | Stock | Joint | None (or less than $1,001) |
| Lions Gate Entertainment Corp. | Stock | Joint | None (or less than $1,001) |
| Hanesbrands Inc. | Stock | Joint | None (or less than $1,001) |
| AMERCO | Stock | Joint | None (or less than $1,001) |
| BRK.BBerkshire Hathaway Inc. | Stock | Joint | None (or less than $1,001) |
| Bollore | Stock | Joint | None (or less than $1,001) |
| MUMicron Technology, Inc. | Stock | Joint | None (or less than $1,001) |
| NFLXNetflix, Inc. | Stock | Joint | None (or less than $1,001) |
| LNGCheniere Energy, Inc. | Stock | Joint | None (or less than $1,001) |
| Shell Midstream Partners, L.P. | Stock | Joint | None (or less than $1,001) |
| EQM Midstream Partners, LP | Stock | Joint | None (or less than $1,001) |
| SUNSunoco LP | Stock | Joint | None (or less than $1,001) |
| ACAArcosa, Inc. | Stock | Joint | None (or less than $1,001) |
| STTState Street Corporation | Stock | Joint | None (or less than $1,001) |
| PAGPPlains GP Holdings, L.P. | Stock | Joint | None (or less than $1,001) |
| HENRY CNTY GA SCH DIST DB | Bond | Joint | $500,001 - $1,000,000 |
| MILTON GA GO | Bond | Joint | $250,001 - $500,000 |
| COLUMBIA CNTY GA GO | Bond | Joint | $250,001 - $500,000 |
| CHICAGO ILLINOIS SALES TAX REF REV | Bond | Joint | $250,001 - $500,000 |
| METRO ATLANTA RAPID REV | Bond | Joint | $250,001 - $500,000 |
| Gwinnett Cnty Ga Sch Dist GO | Bond | Joint | $100,001 - $250,000 |
| Dalton Ga GO | Bond | Joint | $100,001 - $250,000 |
| ALBAlbemarle Corporation | Stock | Joint | None (or less than $1,001) |
| GOOGAlphabet Inc. | Stock | Joint | None (or less than $1,001) |
| BKNGBooking Holdings Inc. | Stock | Joint | None (or less than $1,001) |
| Crestwood Equity Partners LP | Stock | Joint | None (or less than $1,001) |
| FDXFedEx Corporation | Stock | Joint | None (or less than $1,001) |
| FLORIDA ST DB 5% 07/01/26 JJ RIGHT WAY ACQUISITIN BRIDGE CONSTR REF BDS 2019 A UT BEO | Bond | Joint | $250,001 - $500,000 |
| FORSYTH CNTY GA SCH DIST GO 5% 02/01/26 FA GO BDS 2018 UT BEO | Bond | Joint | $250,001 - $500,000 |
| FORSYTH CNTY GA WTR & SEW AUTH REV 4% 04/01/23 AO REV REF REV BDS 2013 BEO | Bond | Joint | $250,001 - $500,000 |
| EAFGrafTech International Ltd. | Stock | Joint | None (or less than $1,001) |
| KRThe Kroger Co. | Stock | Joint | None (or less than $1,001) |
| MMacy's, Inc. | Stock | Joint | None (or less than $1,001) |
| METROPOLITAN ATLANTA RAPID REV 4% 07/01/24 JJ TRAN AUTH GA SALES TAX REV REF BDS 2018A BEO | Bond | Joint | $250,001 - $500,000 |
| MILTON GA PUB BLDGS & FACS REV 5% 12/01/26 JD AUTH REV BDS 2019 BEO | Bond | Joint | $250,001 - $500,000 |
| MSMMSC Industrial Direct Co., Inc. | Stock | Joint | None (or less than $1,001) |
| NWSANews Corporation | Stock | Joint | None (or less than $1,001) |
| PBAPembina Pipeline Corporation | Stock | Joint | None (or less than $1,001) |
| TC PipeLines, LP | Stock | Joint | None (or less than $1,001) |
| URBNUrban Outfitters, Inc. | Stock | Joint | None (or less than $1,001) |
| WESWestern Midstream Partners, LP | Stock | Joint | None (or less than $1,001) |
| FOXFox Corporation | Stock | Joint | None (or less than $1,001) |
| FOXAFox Corporation | Stock | Joint | None (or less than $1,001) |
| Carroll CNTY GA SCH DIST GO | Bond | Joint | $250,001 - $500,000 |
| Cherokee CNTY GA SCH SYS GO | Bond | Joint | $250,001 - $500,000 |
| Madison WIS GO | Bond | Joint | None (or less than $1,001) |
| Alerian MLP ETF | Fund | Joint | $250,001 - $500,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Joint | $5,000,001 - $25,000,000 |
| PFEPfizer Inc. | Stock | Joint | None (or less than $1,001) |
| DALDelta Air Lines, Inc. | Stock | Joint | None (or less than $1,001) |
| TRPTC Energy Corporation | Stock | Joint | None (or less than $1,001) |
| RLRalph Lauren Corporation | Stock | Joint | None (or less than $1,001) |
| SBUXStarbucks Corporation | Stock | Joint | None (or less than $1,001) |
| ENBEnbridge Inc. | Stock | Joint | None (or less than $1,001) |
| FHBFirst Hawaiian, Inc. | Stock | Joint | None (or less than $1,001) |
| Phillips 66 Partners LP | Stock | Joint | None (or less than $1,001) |
| HUNHuntsman Corporation | Stock | Joint | None (or less than $1,001) |
| Goldman Sachs Wealth Management | Other | Member | $50,001 - $100,000 |
| Goldman Sachs Growth Strategy Portfolio Class P | Fund | Member | $1,000,001 - $5,000,000 |
| Goldman Sachs Wealth Management | Other | Member | $1,001 - $15,000 |
| Goldman Sachs Growth Strategy Portfolio Class P | Fund | Member | $500,001 - $1,000,000 |
| 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) |
| Goldman Sachs Growth Strategy Portfolio Class P | Fund | Spouse | $50,001 - $100,000 |
| GPK-Graphic Packaging Holding Company (NYSE) | Stock | Joint | $500,001 - $1,000,000 |
| 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 | $1,001 - $15,000 |
| Wellington - Non-US Equity LLC | Other | Joint | $1,000,001 - $5,000,000 |
| Goldman Sachs Corporate Credit Investment Fund, LLC | Other | Joint | $500,001 - $1,000,000 |
| Portfolio Growth Optimization | Fund | Member | $250,001 - $500,000 |
| AFLAflac Incorporated | Stock | Joint | None (or less than $1,001) |
| AAPLApple Inc. | Stock | Joint | None (or less than $1,001) |
| TAT&T Inc. | Stock | Joint | None (or less than $1,001) |
| BXThe Blackstone Group Inc. | Stock | Joint | None (or less than $1,001) |
| BAThe Boeing Company | Stock | Joint | None (or less than $1,001) |
| BPBP p.l.c. | Stock | Joint | None (or less than $1,001) |
| BMYBristol-Myers Squibb Company | Stock | Joint | None (or less than $1,001) |
| CATCaterpillar Inc. | Stock | Joint | None (or less than $1,001) |
| CCitigroup Inc. | Stock | Joint | None (or less than $1,001) |
| KOThe Coca-Cola Company | Stock | Joint | None (or less than $1,001) |
| COPConocoPhillips | Stock | Joint | None (or less than $1,001) |
| DISThe Walt Disney Company | Stock | Joint | None (or less than $1,001) |
| LLYEli Lilly and Company | Stock | Joint | None (or less than $1,001) |
| GISGeneral Mills, Inc. | Stock | Joint | None (or less than $1,001) |
| HDThe Home Depot, Inc. | Stock | Joint | None (or less than $1,001) |
| INTCIntel Corporation | Stock | Joint | None (or less than $1,001) |
| iShares International Select Div ETF | Fund | Joint | None (or less than $1,001) |
| iShares MSCI Emerging Markets ETF | Fund | Joint | None (or less than $1,001) |
| JNJJohnson & Johnson | Stock | Joint | None (or less than $1,001) |
| JPMJPMorgan Chase & Co. | Stock | Joint | None (or less than $1,001) |
| MRKMerck & Co., Inc. | Stock | Joint | None (or less than $1,001) |
| MSFTMicrosoft Corporation | Stock | Joint | None (or less than $1,001) |
| NKENIKE, Inc. | Stock | Joint | None (or less than $1,001) |
| NSCNorfolk Southern Corporation | Stock | Joint | None (or less than $1,001) |
| PMPhilip Morris International Inc. | Stock | Joint | None (or less than $1,001) |
| PGThe Procter & Gamble Company | Stock | Joint | None (or less than $1,001) |
| SOThe Southern Company | Stock | Joint | None (or less than $1,001) |
| SYYSysco Corporation | Stock | Joint | None (or less than $1,001) |
| URIUnited Rentals, Inc. | Stock | Joint | None (or less than $1,001) |
| Vanguard Real Estate ETF | Fund | Joint | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Joint | None (or less than $1,001) |
| WFCWells Fargo & Company | Stock | Joint | None (or less than $1,001) |
| Georgia LOC Govt CTFS | Bond | Joint | $1,001 - $15,000 |
| Floyd Cnty Ga Hsp Auth Rev | Bond | Joint | $1,001 - $15,000 |
| Fulton Cnty Ga Dev Auth Rev | Bond | Joint | $1,001 - $15,000 |
| American Funds Capital Income Bldr F1 | Fund | Joint | $1,001 - $15,000 |
| Franklin Income Adv | Fund | Joint | None (or less than $1,001) |
| Citigroup Inc | Bond | Joint | None (or less than $1,001) |
| Southern Cmpy | Bond | Joint | None (or less than $1,001) |
| Warner Robins Ga Pub Facs Auth Rev | Bond | Joint | $1,001 - $15,000 |
| Georgia St Ser A DTD | Bond | Joint | $1,001 - $15,000 |
| Fulton Cnty Dev Auth Rev Georgia Tech | Bond | Joint | $1,001 - $15,000 |
| Clayton Cnty Ga Dev Auth Student HSG Rev | Bond | Joint | $1,001 - $15,000 |
| Franklin GA Tax-Free Income C | Stock | Joint | $15,001 - $50,000 |
| Cobb Cnty Ga Kenstne Ath Rev | Bond | Joint | $1,001 - $15,000 |
| Cobb Cnty Dev Auth Sports & Rec FACS Rev KSU Sports & Rec Pk | Bond | Joint | $1,001 - $15,000 |
| Georgia St Ser A DTD | Bond | Joint | $1,001 - $15,000 |
| Georgia St Ser A DTD | Bond | Joint | $1,001 - $15,000 |
| Columbia Cnty Ga Wtr & Sew Rev | Bond | Joint | $1,001 - $15,000 |
| Gwinnett Cnty Ga Sch Dist GO | Bond | Joint | $1,001 - $15,000 |
| PYPLPayPal Holdings, Inc. | Stock | Joint | None (or less than $1,001) |
| FIRST TRUST INTL CAP STRENGTH 42 SA FE RE | Fund | Joint | $1,001 - $15,000 |
| Stifel Bank & Trust | Other | Joint | $15,001 - $50,000 |
| DOWDow Inc. | Stock | Joint | None (or less than $1,001) |
| DDDuPont de Nemours, Inc. | Stock | Joint | None (or less than $1,001) |
| TFC.F - TRUIST FINL CORP F PFD | Bond | Joint | None (or less than $1,001) |
| iShares Russell 2000 ETF | Fund | Joint | $50,001 - $100,000 |
| SPYSPDR S&P 500 ETF Trust | Fund | Joint | $250,001 - $500,000 |
| Vanguard S&P 500 ETF | Fund | Joint | $100,001 - $250,000 |
| Vanguard FTSE Developed Markets Index Fund ETF Sha | Fund | Joint | $50,001 - $100,000 |
How reports are read: holdings methodology.