Christopher Reid Cooper
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
290
investments
5
positions
0
gifts
0
agreements
2
debts
2
reimbursements
0
income
1
spouse income
Named parties
- 1208 Broad Street LLC
- Christian Benevolent Funeral Home, Inc
- St. Albans School
- Federal Judges Association
- Tnmity Preparatory School
- Private School #1 (Washington DC)
- Private School #2 (Washington, DC)
- Stanford Law School
- Vanderbilt Law School
- Self-employed (attomey)
As filed
Amazon (AMZN) — None
Bank Current Account (cash) — None
Commonwealth National Bank stock — None
BROKERAGE 21 (H)
Wells Fargo Deposit Account (cash) (X) — Interest
Abbott (ABT) — Int/Div
Accenture (ACN) — Int/Div
Aflac (AFL) — Int/Div
Air Products & Chemicals (APD) — Int/Div
Amgen Inc (AMGN) — Int/Div
Analog Devices (ADI) — Int/Div
Apple Inc (AAPL) — None — Buy
AT&T(T — Int/Div
ADP(ADP) — Int/Div
Becton Dickinson (BDX) — Int/Div
Blackrock (BLK) — Int/Div
Chevron (CVX) — Int/Div
Chubb (CB) — Int/Div
Cisco Systems Inc (CSCO) — Int/Div
Clorox (CLX) — Int/Div
Colgate Palmolive (CL) — Int/Div
Eaton Vance (EV) — Int/Div
Emerson Electric (EMR) — Int/Div
Eversource Energy (ES) — Int/Div
ExxonMobil (XOM) — Int/Div
Factset Research (FDS) — Int/Div
General Dynamics (GD) — Int/Div
General Mills (GIS) — Int/Div — Sold
Grainger (GWW) — None — Sold
Harms Corp (HRS) — Int/Div
Minos Tool Works (1ITW) — Int/Div
IBM (IBM) — Int/Div — Sold
Johnson & Johnson (JNJ) — Int/Div — Buy (add'l)
JP Morgan Chase & Co (JPM) — Int/Div — Buy (add'l)
Linde PLC (LIN) — Int/Div
Lowes Companies (LOW) — Int/Div
McDonalds (MCD) — Int/Div
Medtronic (MDT) — Int/Div
Microsoft (MSFT) — Int/Div
Nextera Energy (NEE) — Int/Div
Nike (NKE) — Int/Div
Norfolk Southern (NSO) — Int/Div
Novartis (NVS) — Int/Div
Paychex Inc (PAYX) — Int/Div
PepsiCo (PEP) — Int/Div — Buy (add'l)
Phillips 66 (PSX) — Int/Div
Polaris Indus. (PID) — Int/Div
Praxarr Inc. (PX) — None — with line 34)
P&G (PG) — Int/Div — Buy (add'l)
Qualcomm (QCOM) — Int/Div — Sold
Sysco Corp. (SYY) — Int/Div
Target (TGT) — Int/Div
United Technologies (UTX) — Int/Div
US Bancorp New (USB) — Int/Div
VF Corp. (VFC) — Int/Div
Wal-Mart (WMT) — Int/Div
Wisconsin Energy (WEC) — Int/Div
IM (MMM) — Int/Div
BROKERAGE #2 (H)
Wells Fargo Cash Management and Sweep {cushy — Interest
Amn Healthcare Services Inc (AMN) — None — Buy
Amn Healthcare Services Inc (AMN) — Buy (add'l)
Amn Healthcare Services Inc (AMN) — Buy (add'l)
Amn Healthcare Services Inc (AMN) — Buy (add'l)
Amn Healthcare Services Inc (AMN) — Buy (add'l)
Amn Healthcare Services Inc (AMN) — Buy (add'l)
Ansys Inc. (ANSS) — None
Aspen Technology (AZPN) — None — Sold (part)
Bank OZK (OZK) (formerly Bank of Ozarks (OZRE — Int/Div — Sold (part)
Bank OZK (OZK) (formerly Bank of Ozarks (OZRE — Sold
Berkeley WR Corp (WRB) — Int/Div
Carlisle (CSL) — Int/Div — Sold (part)
Carlisle (CSL) — Sold
CDW Corp. (CDW) — Int/Div — Sold (part)
Charles River Laboratories (CRL) — None — Buy
Charles River Laboratories (CRL) — Buy (add'l)
Charles River Laboratories (CRL) — Buy (add'l)
Cheescake Factory (CAKE) — Int/Div
Cooper Cos (COO) — Int/Div
Copart Inc (CPRT) — None
Core Labs (CORE) — Int/Div — Sold (part)
Core Labs (CORE) — Sold (part)
Core Labs (CORE) — Sold
Cotiviti Holdings Inc (COTV) — None — Buy (add'l)
Cotiviti Holdings Inc (COTV) — Buy (add'l)
Cotiviti Holdings Inc (COTV) — Sold
Drill Quip (DRQ) — None — Sold (part)
Drill Quip (DRQ) — Sold (part)
Drill Quip (DRQ) — Sold
Docusign Inc (DOCU) — None — Buy
Docusign Inc (DOCU) — Buy (add'l)
Elanco Animal Health Inc (ELAN) — None — Buy
Expeditors Intl. (EXPD) — Int/Div
Flir Systems Inc (FLIR) — Int/Div — Buy
Flir Systems Inc (FLIR) — Buy (add'l)
Flir Systems Inc (FLIR) — Buy (add'l)
Flir Systems Inc (FLIR) — Buy (add'l)
Juck Henry & Assoc. (JKHY) — Int/Div
Landstar Systems (LSTR) — Int/Div — Sold (part)
Landstar Systems (LSTR) — Sold
Lennox International (L11) — Int/Div
Manhattan Assoc (MANH) — None — Sold (part)
Manhattan Assoc (MANH) — Sold (part)
Manhattan Assoc (MANH) — Sold
MSC Ine. (MSC) — Int/Div
Nordson Corp. (NDSN) — Int/Div
Pool Corp (POOL) — Int/Div
Primerica (PRI) — Int/Div — Sold (part)
Primerica (PRI) — Sold (part)
RBC Bearings (ROLL) — None — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
Scotts Miracle-Gro Co (SMG) — Int/Div — Buy
Scotts Miracle-Gro Co (SMG) — Buy (add'l)
Scotts Miracle-Gro Co (SMG) — Buy (add'l)
Scotts Miracle-Gro Co (SMG) — Buy (add'l)
Signature Bank NY (SBNY) — Int/Div
Siteone Landscape Supply (SITE) — None — Buy
Siteone Landscape Supply (SITE) — Buy (add'l)
Snap-On Inc (SNA) — Int/Div
Teradyne (TER) — Int/Div — Buy (add'l)
Teradyne (TER) — Buy (add'l)
Thor Industries (THO) — Int/Div — Buy
Thor Industries (THO) — Buy (add'l)
Wabco Holdings (WBC) — None — Buy (add'l)
Wynn Resorts (WYNN) — Int/Div — Sold (part)
Wynn Resorts (WYNN) — Sold
BROKERAGE #3 (H)
American Express (AXP) — Int/Div
Ameriprise (AMP) — Int/Div
Andeavor (ANDV) — None — with line 144)
Cisco (CSCO) — Int/Div
Coca-Cola Company (formerly Coke) (KO) — Int/Div
Eli Lilly (LLY) — Int/Div
FS Networks (FFIV) — None
GE (GE) — Int/Div
Intel (INTC) — Int/Div
Invesco QQQ TR (formerly Powershares 000) (000) — Int/Div
Shares MSC Brazil ETF (EWZ) — Int/Div
IShares MSC Japan ETF (EW) — Int/Div
Shares MSCT Russell 2000 ETF (IWM) — Int/Div
Shares MSC Russell MidCap ETF (IWR) — Int/Div
Marathon Petroleum Corp (MPC) — Int/Div
Microsoft (MSFT) — Int/Div
Sarepta Therapeutics (SRPT) — None — Sold
SPDR Dow Jones Ind. ETF (DIA) — Int/Div
SPDR S&P S00 ETF (SPY) — Int/Div
Waste Management (WM) — Int/Div
Walker & Dunlop (WD) — Int/Div
Arrow Inv Tactical Cl. C Fund (DWT11X) — None — Sold
BROKERAGE #4 (H)
UBS Bank USA Deposit Acct. (cash) — Interest
Accenture PLC (ACN) — Int/Div
Adobe Systems Inc (ADBE) — None — Sold (part)
Adobe Systems Inc (ADBE) — Sold (part)
Alerian MLP (AMLP) — None — Sold
Align Technology (ALGN) — None — Sold (part)
Align Technology (ALGN) — Sold (part)
Alphabet Inc Cl A (GOOGL) — None
Alphabet Inc Cl C (GOOG) — None
Automatic Data Processing (ADP) — Int/Div
Booking Hidgs Inc (formerly Priceline Group) (BKNG) — None — Sold (part)
Dollar General Corp (DG) — Int/Div
Facebook Inc C1 A (FB) — None — Sold (part)
Gartner Inc (IT) — None — Sold (part)
Mastercard Inc (MA) — Int/Div
Microsoft Inc (MSFT) — Int/Div
Nestle SA Spon ADR (NSRGY) — Int/Div
Nike Inc C1 B (NKE) — Int/Div — Sold (part)
NVIDIA Corp (NVDA) — Int/Div — Buy
NVIDIA Corp (NVDA) — Sold
NVIDIA Corp (NVDA) — Buy
O Reilly Automotive (ORLY) — None
Oracle Corp (ORCL) — Int/Div — Sold (part)
Regeneron Pharmaceuticals (REGN) — None
Starbucks Corp (SBUX) — None — Sold (part)
Visalne Cl1A(V) — Int/Div
Zoeus Inc (ZTS) — Int/Div
First TR North American Energy (EMLP) — None — Buy
First TR North American Energy (EMLP) — Buy (add'l)
iShares Edge MSCI Min Vol USA (USMV) — Int/Div
iShares MSC India (INDA) — Int/Div
iShares Core MSCI Emerging Mkts (IEMG) — Int/Div
SPDR S&P S00 ETF (SPY) — Int/Div — Buy (add'l)
Vanguard Value ETF (VTV) — Int/Div — Buy (add'l)
Diamond Hill Large Cap (DHLRX) — Int/Div — Buy
Harding Loevner Intl Equity (HLMIX) — Int/Div — Buy (add'l)
Matthews Asia Dividend (MAPIX) — Int/Div
Virtus Kar Small-Cap Core Fund (PKSFX) — None — Buy
WCM Focusted Int! Growth (WCMIX) — Int/Div
FL State Brd Ed Pub Ed Sr A 34153PYX0 — Interest
Oklahoma Cap Imp Auth St (678514BD1) — None — Buy
Los Angeles CA Hbr Ami Sa A Ry S4455VC3 — Interest
WI St Health & Ed Sr B97710B41L3 — Interest
CA Infrastructure 2017 13034ARTY — Interest
Grossmont CA Healthca Re Sr 399223BV7 — Interest
Walnut Valley CA USD 9328890LP1 — Interest
AR St Water & Waste 041042VC3 — Interest
Columbus OH (199492VF3) — None — Buy
Washington Subn San Dist 940157WQ9 — Interest
Chandler AZ Gen Oblig (158843WNS) — None — Buy
Fairfax Cnty VA For Prev Sr BMI3S2ACGS — Interest
Chesterfield Co VA Wir & RV 166409GE6 — Interest
MO St Hwy Trans Sr A Rv 60636 WRK 3 — Interest
Dallas Ft Worth TX In Amt Sr 23503649 — Interest
Prince Georges Cnty Md S B Be/R/S — Interest
NY St Dorm Auth Sr A Ry 64990CQD6 — Interest
Honolulu HI City Cnty-B (438701H31) — None — Buy
Kansas St Dept Transn (4854245F3) — None — Buy
Washington St Health Car Sr B 93978HGEY — Interest
Guggenheim Macro Oppy. Fund (GIOIX) — Int/Div
Vanguard High Yield Tax Exempt Fd Adm (VWALX) — Int/Div — Sold (part)
Celgene (CELG) — None — Sold
iShares Russell 1000 Growth (IWF) — None — Buy
iShares Russell 1000 Growth (IWF) — Sold
Maryland St St & Loc Fac Rv 5§741925G — None — Sold
Principal Sm-Md Cap Div Fund (PMDIX) — Int/Div — Sold
Stof OH Infra Improv Sr B 677520882 — None — Sold
T Rowe Price Global Tech Fund (PRGTX) — Int/Div — Sold
Wisdom Tree Europe Hedged Equity (HED) — None — Sold
Wisdom Tree Japan Hedged Equity Fund (DX) — None — Sold
BROKERAGE #5 (H)
UBS Bank Deposit Acct — Interest
BROKERAGE #6 (H)
Credit Suisse Fl. Rate High Income Fund A (CHIAX) — Int/Div
IRA #1 (H)
UBS Bank USA Dep Acct (cash) (X) — Interest
iShares S&P SmallCap 600 (UT) (X) — Int/Div — Sold (part)
shares Core MSC EAFE (1EFA) — Int/Div — Sold (part)
shares Core MSC EAFE (1EFA) — Buy (add'l)
SPDR S&P S00 ETF (SPY) — Int/Div
AQR US. Defense Equity Fund Class 1 (AUEIX) — Int/Div — Buy
AQR US. Defense Equity Fund Class 1 (AUEIX) — Sold (part)
Brown Advisory Sm Cap Val (BIAUX) — Int/Div — Sold (part)
Cambiar Intl Equity lnstl (CAMYX) — Int/Div — Sold (part)
Cambiar Intl Equity lnstl (CAMYX) — Buy (add'l)
Causeway Emerg Mkts (CEMIX) — Int/Div — Buy (add'l)
Clearbridge Large Cap Growth Fund Class (SBLYX) — Int/Div — Buy
Harding Loevner Intl Equity (HLMIX) — Int/Div — Sold (part)
Hartford Schroeders Emerging Mkts Equity Fund Class 1 (SEMNX)(X) — Int/Div — Sold (part)
Hartford Schroeders Emerging Mkts Equity Fund Class 1 (SEMNX)(X) — Buy (add'l)
JP Morgan Large Cap Growth C1 1 (SEEGX) — Int/Div — Sold (part)
JP Morgan Large Cap Growth C1 1 (SEEGX) — Sold (part)
LSV Value Equity Fund Class NL (LSVEX) — Int/Div — Buy
T Rowe Price Global Tech Fund (PRGTX) — Int/Div
Hartford Midcap Fund (HFMIX) — Int/Div — Sold (part)
Transamerica Midcap Value Opps Fd (MVTIX) — Int/Div
shares US Treasury Bond ETF (GOVT) — Int/Div — Buy (add'l)
shares US Treasury Bond ETF (GOVT) — Buy (add'l)
Pimeco Enhanced Short Mat Active Exchange-Traded Fd (MINT) — Int/Div — Buy
SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Int/Div — Buy (add'l)
SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Sold (part)
Pimco Invest Grade Credit Bond (PBDPX) — Int/Div — Buy (add'l)
Columbia Disciplined Value (CVQZX) — None — Sold
Transamerica Conc Growth Fund (TOREX) — None — Sold
Touchstone Large Cap C1 Y (TLCYX) — None — Sold
IRA #2 (H)
Wells Fargo Bank Deposit Acct. (cash) (X) — Interest
Carillon Ser Tr Eagle Mid Cap Growth (HAGIX) — Int/Div — Buy
American Funds Growth Fund of America Cl F2 (GFFFX) — Int/Div — Buy
American Funds New World Fund C1 F2 INFFFX) — Int/Div — Buy
American Funds Washington Mutual Fd F2 (WMFFX) — Int/Div — Buy
Legg Mason Funds Clearbridge Small Cap Fund Class 1 (LMNSX) — Int/Div — Buy
American Funds Europacific Growth Fund Class F-2 (AEPFX) — Int/Div — Buy
PGIM Total Return Bond Class Z (PDBZX) — Int/Div — Buy
PGIM Absolute Return Bond Class Z (PADZX) — Int/Div — Buy
Teton Westwood Equity Mighty Mites Fund Class (WEIMX) — Int/Div — Buy
401K #1 (H)
Dodge & Cox Stock Fund (DODGX) — Int/Div
Janus Enterprise N (JDMNX) — Int/Div
T Rowe Price QM US Small Cap Gr (PRDSX) — Int/Div
Lazard Emerging Markets Equity Fund (LZEMX) — Int/Div
Virtus Real Estate Sec. R6 Fund (VRREX) — Int/Div
01K 22 (H)
Invesco Premeir US Govt Money — None — Closed
JP Morgan Value Advantage Fund (UVAAX) — None — Sold
Prudential Jennison Fund (PJIFAX) — None — Sold
Baron Sm. Cap Fund (BSCFX) — None — Sold
MFS International Value RS Fund (MINJX) — None — Sold
Vanguard Inst. Index Fund (VINIX) — None — Sold
Vanguard Sm. Cap Index Signal Fund (VSISX) — None — Sold
College Savings Plan (H)
AllianceBemstein CBF-Age-Based Agg Girth 1999.2001 — None
DC College Savings Plan — Calvert Equity Portfolio — None
DC College Savings Plan - Calvert Balanced Portfolio — None
DC College Savings Plan - State Street Equity 500 Index — None
Misc Holdings (H)
Christian Benevolent Funeral Home stock — None
1208 Broad Street LLC (LLC mterest) — Distribution
Partner, 1208 Broad Street LLC
Director, Christian Benevolent Funeral Home, Inc
Trustee, St. Albans School
Director, Federal Judges Association
Board of Directors/ Trustee, Tnmity Preparatory School
Liability — Private School #1 (Washington DC) — Bl tuition
Liability — Private School #2 (Washington, DC) — Bg tuition
Reimbursement — Stanford Law School — January 25 - 26, 2018 — Stanford, CA — Speaker & Competition Judge — Travel & Lodging
Reimbursement — Vanderbilt Law School — February 12 - 13, 2008 — Nashville, TN — Speaker — Travel & Lodging
Spouse's income — 2018 — Self-employed (attomey)
Part VII, lines 182, 213, 226, and 254: Corporate name/ticker changes only; see 2017, lines 165, 210, 229, and 262, respectively.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VIL, lines 151 and 301 of the 2017 report are not reportable in this cycle. There ure no corresponding reportable transations,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.