Christopher Reid Cooper

2018Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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