House · Republican · TN-1 · in the House since 2009 · Latest annual report · roe.house.gov
From the annual report filed Jul 15, 2015 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| ML PIA | $1M – $5M | Self |
| CONDO - FRISCO, CO | $250K – $500K | Self |
| FIDELITY INVESTMENT RETIREMENT ACCOUNT | $250K – $500K | Self |
| ML ALT INVESTMENTS | $250K – $500K | Self |
| ML PAM'S IRA | $250K – $500K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 31, 2020 | TJX Companies Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Truist Financial Corporation | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Union Pacific Corp | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | United Parcel Service Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | UnitedHealth Group Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Visa Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Not linked to a company VF CORP UNSOLICITED Trade#:52866 Blo | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Rockwell Automation Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Salesforce Inc | Buy | $1K – $15K | Self | Scan |
| Dec 31, 2020 | Sherwin-Williams Co | Buy | $1K – $15K | Self | Scan |
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 |
|---|---|---|---|---|---|
| Date not readable in the scan | ML PIA | Type not readable in the scan | SEE ATTACHED SCHEDULE #5 | Self | 2014 Annual Report filed Jul 15, 2015 |
| Date not readable in the scan | ML ALT INVESTMENT | Type not readable in the scan | SEE ATTACHED SCHEDULE #4 | Self | 2014 Annual Report filed Jul 15, 2015 |
| Date not readable in the scan | ML TRUST | Type not readable in the scan | SEE ATTACHED SCHEDULE #3 | Self | 2014 Annual Report filed Jul 15, 2015 |
| Date not readable in the scan | ML PAM'S IRA | Type not readable in the scan | SEE ATTACHED SCHEDULE #2 | Spouse | 2014 Annual Report filed Jul 15, 2015 |
From David P. Roe's filings with the House Clerk. 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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