Christopher Reid Cooper
2020
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Pull out the substance of this filing.
What was filed
353
investments
4
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- 1208 Broad Street LLC
- Christian Benevolent Funeral Home, Inc
- St. Albans School
- Trinity Preparatory School
- TADS
- UBS Bank USA
- Self-employed (attorney)
As filed
Individual Assets (H)
Justice Federal Credit Union (cash) (X) — None
NatWest Bank Current Account (cash) — None
Commonwealth National Bank stock — None
Christian Benevolent Funeral Home stock — None
1208 Broad Street LLC (LLC interest) — Distribution
Amold & Porter Capital Account — None
Amold & Porter cash balance pension plan (no control) — Interest
Xenimax — None
Account #1 (H)
UBS Bank USA Dep Acct (cash) — Interest
iShares S&P SmallCap 600 (U1) — Int/Div
iShares Core MSCI EArE (1EFA) — Int/Div
AQR U.S. Defense Equity Fund Class 1 (AUEX) — Int/Div
Brown Advisory Sm Cap Val (BAUUX) — Int/Div
Cambiar Intl Equity Instl (CAMYX) — Int/Div
Causeway Emerg Mkts (CEM1X) — Int/Div
Clearbridge Large Cap Growth Fund Class 1 (SBLYX) — Int/Div
Harding Loevner Intl Equity (HLMIX) — Int/Div
Hartford Schroeders Emerging Mkts Equity Fund Class 1 (SEMNX) — Int/Div
P Morgan Large Cap Growth C1 I (SEEGX) — Int/Div
LSV Value Equity Fund Class NL (LSVEX) — Int/Div
Hartford Midcap Fund I (HFMIX) — None
Transamerica Midcap Value Opps Fd (MVTIX) — Int/Div
iShares US Treasury Bond ETF (GOVT) — Int/Div
Pimco Enhanced Short Mat Active Exchange-Traded Fd (MINT) — Int/Div
SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Int/Div
Ashmore Emerging Markets Total Return Fund Class 1 (EMKIX) — Int/Div
Lord Abbett High Yield Fund (LHY FX) — Int/Div
Pimco Invest Grade Credit Bond (PBDPX) — Int/Div
Account # (H)
Wells Fargo Bank Deposit Acct. (cash) — Interest
Advanced Micro Devices, Inc. (AMD) — None — Buy
Advanced Micro Devices, Inc. (AMD) — Sold
AT&T Inc. (T) — Int/Div — Buy
Bank of America Corp. (BAC) — Int/Div — Buy
General Motors Co. (GM) — None — Buy
General Motors Co. (GM) — Sold
Prudential Financial Inc. (PRU) — Int/Div — Buy
Schwab Charles Corp New (SCHW) — Int/Div — Buy
Square Inc-A (SQ) — None — Buy
Square Inc-A (SQ) — Sold
Teva Pharmaceutical Adr Inds LTD (TEVA) — None — Buy
United Parcel Service-B (UPS) — Int/Div — Buy
Carillon Ser Tr Eagle Mid Cap Growth (HAGIX) — Int/Div
American Funds Growth Fund of America Cl F2 (GFFFX) — Int/Div — Sold (part)
American Funds New World Fund C1 F2 (NFFFX) — Int/Div
American Funds Washington Mutual Fd F2 (WMFFX) — Int/Div
Legg Mason Funds Clearbridge Small Cap Fund Class 1 (LMNSX) — Int/Div
American Funds Europacific Growth Fund Class F-2 (AEPFX) — Int/Div
PGIM Total Return Bond Class Z (PDBZX) — Int/Div — Sold (part)
PGIM Absolute Return Bond Class Z (PADZX) — Int/Div
PGIM Core Bond Cl Z (TAIBX) — Int/Div — Sold (part)
Teton Westwood Equity Mighty Mites Fund Class 1 (WEIMX) — Int/Div
Account #3 (H)
Credit Suisse Fl. Rate High Income Fund A (CHIAX) — Int/Div
Account # (H)
Wells Fargo Deposit A ccount (cash) — Interest
Abbott (ABT) — Int/Div
Accenture (ACN) — Int/Div
Aflac (AFL) — Int/Div — Sold (part)
Aflac (AFL) — Buy (add'l)
Air Products & Chemicals (APD) — Int/Div
American Tower Corp Reit (AMT) — Int/Div — Buy
American Tower Corp Reit (AMT) — Buy (add'l)
Amgen Inc (AMGN) — Int/Div
Analog Devices (ADI) — Int/Div
Apple Inc (AAPL) — Int/Div
AT&T (T) — Int/Div
ADP (ADP) — Int/Div
Becton Dickinson (BDX) — Int/Div
Blackrock (BLK) — Int/Div
Chevron (CVX) — Int/Div — Sold
Chevron (CVX) — Buy
Chubb (CB) — Int/Div — Sold
Chubb (CB) — Buy
Cisco Systems Inc (CSCO) — Int/Div
Clorox (CLX) — Int/Div — Sold (part)
Clorox (CLX) — Buy (add'l)
Colgate Palmolive (CL) — Int/Div
Comcast Corp (CMCSA) — Int/Div — Sold
Comcast Corp (CMCSA) — Buy
Eaton Vance (EV) — Int/Div — Sold
Eaton Vance (EV) — Buy
Emerson Electric (EMR) — Int/Div — Sold
Emerson Electric (EMR) — Buy
Eversource Energy (ES) — Int/Div
ExxonMobil (XOM) — Int/Div — Sold
ExxonMobil (XOM) — Buy
ExxonMobil (XOM) — Sold
Factset Research (FDS) — Int/Div
General Dynamics (GD) — Int/Div
Illinois Tool Works (ITW) — Int/Div
ohnson & “ohnson ('N") — Int/Div — Sold (part)
ohnson & “ohnson ('N") — Buy (add'l)
P Morgan Chase & Co (PM) — Int/Div — Sold
P Morgan Chase & Co (PM) — Buy
Linde PLC (LIN) — Int/Div — Sold
Linde PLC (LIN) — Buy
Lowes Companies (LOW) — Int/Div
L3Harris Technologies (LHX) — 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 (NSC) — Int/Div
Novartis (NVS) — Int/Div
Paychex Inc (PAYX) — Int/Div
PepsiCo (PEP) — Int/Div
Phillips 66 (PSX) — Int/Div — Sold (part)
Phillips 66 (PSX) — Buy (add'l)
Phillips 66 (PSX) — Buy (add'l)
Polaris Indus. (PII) — Int/Div — Sold
P&G (PG) — Int/Div
Raytheon Technologies Corp (RTX) (Frmly United Technologies (UTX)) — Int/Div — Sold (part)
Raytheon Technologies Corp (RTX) (Frmly United Technologies (UTX)) — Buy (add'l)
Sysco Corp. (SYY) — Int/Div — Sold
Target (TGT) — Int/Div
UnitedHealth Group Inc (UNH) (X) — Int/Div — Buy (add'l)
UnitedHealth Group Inc (UNH) (X) — Buy (add'l)
US Bancorp New (USB) — Int/Div — Sold
US Bancorp New (USB) — Buy
VF Corp. (VFC) — Int/Div
Wal-Mart (WMT) — Int/Div
Wisconsin Energy (WEC) — Int/Div
3M (MMM) — Int/Div
Account # (H)
Wells Fargo Cash Management and Sweep (cash) — Interest
Allegion PLC (ALLE) — Int/Div — Buy
Allegion PLC (ALLE) — Buy (add'l)
Allegion PLC (ALLE) — Sold
Allegion PLC (ALLE) — Buy
Allegion PLC (ALLE) — Buy (add'l)
Allegion PLC (ALLE) — Buy (add'l)
Allegion PLC (ALLE) — Buy (add'l)
Amn Healthcare Services Inc (AMN) — None — Sold (part)
Amn Healthcare Services Inc (AMN) — Sold (part)
Amn Healthcare Services Inc (AMN) — Sold
Ansys Inc. (ANSS) — None
Aspen Technology (AZPN) — None — Sold (part)
Aspen Technology (AZPN) — Sold (part)
Bentley Systems Inc (BSY) — Int/Div — Buy
Bentley Systems Inc (BSY) — Buy (add'l)
Bentley Systems Inc (BSY) — Buy (add'l)
Bentley Systems Inc (BSY) — Buy (add'l)
Bentley Systems Inc (BSY) — Buy (add'l)
Bentley Systems Inc (BSY) — Buy (add'l)
Bentley Systems Inc (BSY) — Buy (add'l)
Berkeley WR Corp (WRB) — Int/Div — Sold (part)
Berkeley WR Corp (WRB) — Buy (add'l)
Berkeley WR Corp (WRB) — Buy (add'l)
Berkeley WR Corp (WRB) — Buy (add'l)
Berkeley WR Corp (WRB) — Buy (add'l)
Bright Horizons Family Solutions (BFAM) — None — Buy
Bright Horizons Family Solutions (BFAM) — Buy (add'l)
CDW Corp. (CDW) — Int/Div — Sold (part)
Charles River Laboratories (CRL) — None — Sold
Charles River Laboratories (CRL) — Buy
CheMed Corp (CHE) — Int/Div — Buy
CheMed Corp (CHE) — Buy (add'l)
CheMed Corp (CHE) — Buy (add'l)
CheMed Corp (CHE) — Buy (add'l)
Cooper Cos (COO) — Int/Div — Sold (part)
Cooper Cos (COO) — Buy (add'l)
Cooper Cos (COO) — Buy (add'l)
Copart Inc (CPRT) — None — Sold (part)
Docusign Inc (DOCU) — None — Sold (part)
Docusign Inc (DOCU) — Sold (part)
Docusign Inc (DOCU) — Sold (part)
Elanco Animal Health Inc (ELAN) — None — Sold
Elanco Animal Health Inc (ELAN) — Buy
Elanco Animal Health Inc (ELAN) — Buy (add'l)
Equifax Inc (EFX) — Int/Div — Buy
Equifax Inc (EFX) — Buy (add'l)
Equifax Inc (EFX) — Sold
Equifax Inc (EFX) — Buy
Equifax Inc (EFX) — Buy (add'l)
Equifax Inc (EFX) — Buy (add'l)
Exponent Inc (EFX) — Int/Div — Buy
Exponent Inc (EFX) — Buy (add'l)
Exponent Inc (EFX) — Buy (add'l)
Exponent Inc (EFX) — Buy (add'l)
Exponent Inc (EFX) — Buy (add'l)
Exponent Inc (EFX) — Buy (add'l)
Expeditors Intl. (EXPD) — None — Sold (part)
Expeditors Intl. (EXPD) — Sold
Fair Isaac Inc (FICO) — None — Sold
Fair Isaac Inc (FICO) — Buy
Flir Systems Inc (FLIR) — Int/Div — Sold
Flir Systems Inc (FLIR) — Buy
Interactive Brokers Grp (IBKR) — Int/Div — Sold
Interactive Brokers Grp (IBKR) — Buy
ack Henry & Assoc. (KHY) — Int/Div — Sold (part)
Lennox International (LII) — Int/Div
MSCI Inc. (MSCI) — Int/Div — Sold (part)
MSCI Inc. (MSCI) — Sold (part)
MSCI Inc. (MSCI) — Sold (part)
Nordson Corp. (NDSN) — Int/Div — Sold (part)
nVent Electric PLC (NVT) — Int/Div — Sold
nVent Electric PLC (NVT) — Buy
nVent Electric PLC (NVT) — Sold (part)
nVent Electric PLC (NVT) — Sold (part)
nVent Electric PLC (NVT) — Sold (part)
nVent Electric PLC (NVT) — Sold
Pool Corp (POOL) — Int/Div
Primerica (PRI) — Int/Div — Sold (part)
Primerica (PRI) — Sold (part)
Primerica (PRI) — Sold (part)
Primerica (PRI) — Sold (part)
Primerica (PRI) — Sold (part)
Primerica (PRI) — Sold
RBC Bearings (ROLL) — None — Sold (part)
RBC Bearings (ROLL) — Buy (add'l)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold (part)
RBC Bearings (ROLL) — Sold
Rollins Inc (ROL) — Int/Div
Scotts Miracle-Gro Co (SMG) — Int/Div — Sold (part)
Siteone Landscape Supply (SITE) — None — Sold
Siteone Landscape Supply (SITE) — Buy
Teradyne (TER) — Int/Div — Sold (part)
Thor Industries (THO) — Int/Div — Sold
Thor Industries (THO) — Buy
Tractor Supply Co (TSCO) — Int/Div — Sold (part)
Tractor Supply Co (TSCO) — Buy (add'l)
Tractor Supply Co (TSCO) — Sold
Zebra Technologies (ZBRA) — None — Buy (add'l)
Zebra Technologies (ZBRA) — Sold
Zebra Technologies (ZBRA) — Buy
Account #6 (H)
Wells Fargo (cash) — Interest
Amazon (AMZN) — None — Sold (part)
American Express (AXP) — Int/Div
Ameriprise (AMP) — Int/Div
Cisco (CSCO) — Int/Div
Coca-Cola Company (KO) — Int/Div
Eli Lilly (LLY) — Int/Div
GE (GE) — Int/Div — Sold
Intel (INTC) — Int/Div
Invesco QQQ TR (QQQ) — Int/Div — Sold (part)
iShares MSCI Russell 2000 ETF (IWM) — Int/Div
iShares MSCI Russell MidCap ETF (IWR) — Int/Div
Marathon Petroleum Corp (MPC) — Int/Div
Microsoft (MSFT) — Int/Div — Sold (part)
SPDR Dow “ones Ind. ETF (DIA) — Int/Div
SPDR S&P 500 ETF (SPY) — Int/Div
Walker & Dunlop (WD) — Int/Div
Waste Management (WM) — Int/Div
Account #7 (H)
UBS Bank USA Deposit Acct. (cash) — Interest
Abbott Labs (ABT) — Int/Div — Buy (add'l)
Abbott Labs (ABT) — Buy (add'l)
Abbott Labs (ABT) — Sold (part)
Accenture PLC (ACN) — Int/Div — Sold (part)
Adobe Systems Inc (ADBE) — None — Sold (part)
Align Technology (ALGN) — None — Sold (part)
Align Technology (ALGN) — Sold (part)
Alphabet Inc C1 A (GOOGL) — None — Sold (part)
Alphabet Inc C1 C (GOOG) — None — Sold (part)
Autodesk Inc (ADSK) — None — Buy
Autodesk Inc (ADSK) — Sold (part)
Autodesk Inc (ADSK) — Buy (add'l)
Automatic Data Processing (ADP) — Int/Div — Sold (part)
Automatic Data Processing (ADP) — Sold
Booking Hldgs Inc (BKNG) — None — Sold
Dollar General Corp (DG) — Int/Div — Sold (part)
Dollar General Corp (DG) — Sold (part)
Facebook Inc Cl A (FB) — None — Buy (add'l)
Facebook Inc Cl A (FB) — Sold (part)
Gartner Inc (IT) — None — Sold (part)
Illumina Inc (ILMN) — None — Buy
Illumina Inc (ILMN) — Buy (add'l)
Intuitive Surgical Inc New (ISRG) — None — Buy
Mastercard Inc (MA) — Int/Div — Sold (part)
Microsoft Inc (MSF1) — Int/Div — Sold (part)
Microsoft Inc (MSF1) — Sold (part)
MSCI Inc. (MSCI) — Int/Div — Sold (part)
MSCI Inc. (MSCI) — Sold (part)
Nestle SA Spon ADR (NSRGY) — None — Sold (part)
Nestle SA Spon ADR (NSRGY) — Sold
Nike Inc C1 B (NKE) — Int/Div — Sold (part)
Nike Inc C1 B (NKE) — Sold (part)
Nike Inc C1 B (NKE) — Sold (part)
0 Reilly Automotive (ORLY) — None — Sold (part)
0 Reilly Automotive (ORLY) — Sold
PayPal Holdings Inc (PY PL) — None — Sold (part)
PayPal Holdings Inc (PY PL) — Sold (part)
Regeneron Pharmaceuticals (REGN) — None — Sold (part)
Salesforce.com (CRM) — None — Buy (add'l)
Salesforce.com (CRM) — Sold (part)
Servicenow Inc (NOW) — None — Buy (add'l)
Servicenow Inc (NOW) — Sold (part)
Servicenow Inc (NOW) — Sold (part)
Starbucks Corp (SBUX) — Int/Div — Sold (part)
Starbucks Corp (SBUX) — Buy (add'l)
United Health Group Inc (UNH) — Int/Div — Buy
Visalnc CIA (V) — Int/Div — Sold (part)
Visalnc CIA (V) — Sold (part)
Zoetis Inc (ZTS) — Int/Div — Sold (part)
Zoetis Inc (ZTS) — Sold (part)
First TR North American Energy (EMLP) — Int/Div — Buy (add'l)
First Trust Dow "ones Internet Index Fund ETF (FDN) — None — Buy
iShares Edge MSCI Min Vol USA (USMV) — Int/Div — Sold (part)
iShares Core MSCI Emerging Mkts (IEMG) — Int/Div — Sold (part)
SPDR S&P 500 ETF (SPY) — Int/Div — Sold (part)
Vanguard Value ETF (VTV) — None — Sold
Diamond Hill Large Cap (DHLRX) — None — Sold (part)
Harding Loevner Intl Equity (HLMIX) — None — Sold (part)
Matthews Asia Dividend (MA PIX) — Int/Div — Buy
Virtus Kar Small-Cap Core Fund (PKSFX) — Int/Div — Sold (part)
WCM Focusted Intl Growth (WCMIX) — Int/Div — Buy (add'l)
Los Angeles CA HbrAmi Sa A Rv (544552V C3) — Interest — Sold
WI St Health & Ed SrB (97710B4L3) — Interest — Redeemed
CA Infrastructure 2017 (13034ART9) — Interest — Redeemed
Grossmont CA Healthca Re Sr (399223BV 7) — Interest
Walnut Valley CA USD (932889UP1) — Interest
AR StWater & Waste (041042V C3) — None — Sold
Dallas Ft Worth TX In Amt Sr (235036D49) — Interest
Columbus OH (199492VF3) — Interest
Washington Subn San Dist (940157WQ9) — Interest
Chandler AZ Gen Oblig (158843WN8) — Interest
Las Cruces NM (517534X P3) — Interest — Buy
Denton TX Indpt Sch T FO (249002GR1) — None — Buy
Fairfax Cnty VA For Prev Sr (B30382ACG5) — None — Sold
Chesterfield Co VA Wir & RV (166409GE6) — Interest
MO St Hwy Trans SrA Rv (60636WRK 3) — Interest
Prince Georges Cnty Md S B Be/R/5 (741701489) — Interest
NY StDorm Auth SrA Rv (64990CQD6) — Interest
Met Govt Nashville & David (592112RM0) — Interest
Honolulu HI City Cnty-B (438701H31) — Interest
Kansas St Dept Transn (485424SF3) — Interest
Hamilton County TN (4073247G1) — None — Buy
North Tex TWY Auth Rev (66285WZL3) — Interest
Washington St For Issues (93974D2G2) — Interest
University KY Gen RCPTS (914378MB7) — Interest — Buy (add'l)
Washington St Health Car Sr B (93978HGE9) — Interest
TCW Emerging Markets Income Fund Class 1 (TGEIX) — Int/Div — Buy
TCW Emerging Markets Income Fund Class 1 (TGEIX) — Buy (add'l)
Vanguard High Yield Tax Exempt Fd Adm (VWALX) — Int/Div — Sold (part)
Blackrock Event Driven Equity Fund Class Institutional (BILPX) — Int/Div — Buy
Calamos Market Neutral Income Fund (CMNIX) — Int/Div — Buy
iShares Gold Trust ETF (IAU) — None — Buy
Account #8 (H)
AllianceBemstein CBF-Age-Based Agg Grth 1999-2001 — None
DC College Savings Plan - Ascensus Intermediate-Term Bond Portfolio — None
DC College Savings Plan - Ascensus U.S Large Cap Equity Portfolio — None
DC College Savings Plan - Ascensus U.S Total Stock Market Index Portf — None
Account #9 (H)
PMCB Smart Ret PB 2040 C — None
Partner, 1208 Broad Street LLC
Director, Christian Benevolent Funeral Home, Inc
Trustee, St. Albans School
Board of Directors/Trustee, Trinity Preparatory School
Liability — TADS — Tuition
Liability — UBS Bank USA — Line of credit
Spouse's income — 2020 — Self-employed (attorney)
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 VII, lines 7-9 and 353 were inadvertently omitted from prior reports.
Part VII, lines 349-351: Corporate exchanges from lines 250-252, respectively, of the prior report. No corresponding reporatable transactions.
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.