Senate · Republican · GA · in the Senate since 2015 · Latest annual report · www.perdue.senate.gov
From the annual report filed May 2, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| SPDR S&P 500 ETF Trust | $5M – $25M | Joint |
| Wellington - Non-US Equity LLC | $1M – $5M | Joint |
| Cardlytics, Inc. CDLX | $1M – $5M | Joint |
| Goldman Sachs Growth Strategy Portfolio Class P | $1M – $5M | Self |
| HENRY CNTY GA SCH DIST DB | $500K – $1M | Joint |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Sep 25, 2020 | Not linked to a company CARROLL CNTY GA SCH DIST GO 5% 04/01/27 AO (MUNI) Rate/Coupon: 5.0% Matures: 04/01/2027 | Buy · Government bond | $250K – $500K | Joint | Filing |
| Apr 16, 2020 | Norfolk Southern Corp | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | Nike Inc | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | Philip Morris International Inc | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | PayPal Holdings, Inc. | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | Microsoft Corporation | Sale · Stock | $50K – $100K | Joint | Filing |
| Apr 16, 2020 | Eli Lilly and Company | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | Intel Corp | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | JPMorgan Chase & Co. | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 16, 2020 | The Procter & Gamble Company | Sale · Stock | $1K – $15K | Joint | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Oct 17, 2019 | Goldman Sachs Growth Strategy Portfolio Class P | Partial sale | $1K – $15K | Spouse | 2019 Annual Report filed Aug 13, 2020 |
| Oct 1, 2019 | Washington, DC Residence | Sale | $1M – $5M | Joint | 2019 Annual Report filed Aug 13, 2020 |
| Jun 24, 2019 | First Trust INTL Capital Strength Series 42 FR | Buy | $1K – $15K | Joint | 2019 Annual Report filed Aug 13, 2020 |
| Jan 18, 2019 | Goldman Sachs High Yield Floating Rate Fund Class | Buy | $15K – $50K | Joint | 2019 Annual Report filed Aug 13, 2020 |
| Sep 18, 2018 | Goldman Sachs Growth Strategy Portfolio Class P | Buy | $15K – $50K | Spouse | 2018 Annual Report filed Jan 26, 2021 |
From David Perdue's filings with the Senate. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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