Ted S. Yoho — Sept. 8, 2020

Disclosure Details

Politician: Ted S. Yoho
Disclosure document
Year: 2020
Filing Date: Sept. 8, 2020
Branch: house

Periodic Transaction Report

Asset Ticker Category Type Transaction Date Amount
MORGAN STANLEY LCA FIXED INCOME Sale $15,001-$50,000
MORGAN STANLEY LCA (See attachment + notes) FIXED INCOME Sale $50,001-$100,000
BLACKROCK iShares Core S&P 500 ETF IVV ETF Dividend July 31, 2020 25.18
TRMK Fund Solution RA - 1884 FUND Dividend Reinvestment July 31, 2020 112.42
TRMK Fund Solution RA - 1884 FUND Dividend Reinvestment July 31, 2020 112.42
TRMK Fund Solution RA - 1883 FUND Dividend Reinvestment July 31, 2020 -0.54
TRMK Fund Solution RA - 1883 FUND Dividend Reinvestment July 31, 2020 2.04
BLACKROCK iShares Core S&P 500 ETF IVV ETF Dividend Reinvestment July 31, 2020 33.05
TRMK Fund Solution RA - 1884 FUND Dividend Reinvestment July 31, 2020 33.05
TRMK Fund Solution RA - 1884 FUND Dividend Reinvestment July 31, 2020 22.95
BLACKROCK iShares Core S&P 500 ETF IVV ETF Dividend Reinvestment July 31, 2020 21.85
BLACKROCK iShares Core S&P 500 ETF IVV ETF Dividend Reinvestment July 31, 2020 7.73
TRMK Fund Solution RA - 1883 FUND Dividend Reinvestment July 31, 2020 10.74
BLACKROCK iShares Core S&P 500 ETF IVV ETF Dividend Reinvestment July 31, 2020 25.18
TRMK Fund Solution RA - 1884 FUND Bought July 17, 2020 220.33
TRMK Fund Solution RA - 1884 FUND Bought July 17, 2020 220.33
TRMK Fund Solution RA - 1884 FUND Bought July 17, 2020 220.33
TRMK Fund Solution RA - 1883 FUND Withdrawal July 14, 2020 -4000.00
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 3561.35
TRUAN FUND SOLUTION IRA - 1883 FUND Sold July 10, 2020 532.56
TRUAN FUND SOLUTION IRA - 1883 FUND Sold July 10, 2020 51.15
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 1558.58
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 3794.69
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 2081.72
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 567.45
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 4204.54
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 550.59
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 334.91
TRMK Fund Solution RA - 1883 FUND Sold July 10, 2020 220.33
TRUAN FUND SOLUTION IRA - 1883 FUND Sold July 10, 2020 2157.89
TRUAN FUND SOLUTION IRA - 1883 FUND Bought July 10, 2020 567.45
TRMK Fund Solution RA - 1884 FUND Dividend June 30, 2020 11.21
LORD ABERNETY INCOME NST CONFIRM NBR FIXED INCOME Bought June 27, 2020 255.20
PIMCO CAP VALUE FUND CL VALUE CONFIRM NBR PCVGX FUND Bought June 27, 2020 109.04
PIMCO CAP VALUE FUND CL VALUE CONFIRM NBR PCVGX FUND Bought June 27, 2020 47.31
T ROWE PRICE SAM L GL CL G EQ CONFRM NBR PRGSX FUND Bought June 27, 2020 100.03
MSFT INTERNATIONAL EQUITY INST CONFIRM NBR MSFT STOCK Bought June 27, 2020 541.35
JOHN HANCOCK US HELD US LTD SVR CONFRM NBR COMMODITY Bought June 27, 2020 358.78
BLACKROCK INF HELD US LTD SVR CONFRM NBR BINF FUND Bought June 27, 2020 371.18
LORD ABERNETY INCOME NST CONFIRM NBR FIXED INCOME Bought June 27, 2020 585.49
COLUMBIA DIVIDEND INCOME NST CONFIRM NBR DINCX FUND Bought June 27, 2020 464.73
HARTFORD MIDCAP FUND CL CONFIRM NBR FUND Bought June 26, 2020 33.50
NEUBERGER BERMAN WORLD 72 CONFRM NBR FUND Bought June 26, 2020 222.96
PUTNAM ULTRA STK DY INST NST CONFRM NBR PUSAX FUND Bought June 26, 2020 32.00
COLUMBIA DIVIDEND INCOME NST CONFIRM NBR DINCX FUND Bought June 26, 2020 4808.27
BLACKROCK INF HELD US LTD SVR CONFIRM NBR BIIB FUND Bought June 26, 2020 3151.16
JOHN HANCOCK US HELD US LTD SVR CONFRM NBR COMMODITY Bought June 26, 2020 266.38
T ROWE PRICE SAM L GL CL G EQ CONFRM NBR PRGSX FUND Bought June 26, 2020 6575.26
MSFT INTERNATIONAL EQUITY INST NST CONFIRM NBR MSFT STOCK Bought June 26, 2020 3801.15
LORD ABERNETY INCOME NST CONFIRM NBR FIXED INCOME Bought June 26, 2020 1360.15
LORD ABERNETY INCOME NST CONFIRM NBR FIXED INCOME Bought June 26, 2020 431.60
NEUBERGER BERMAN WORLD 72 CONFRM NBR FUND Bought June 26, 2020 2560.10
AMERICAN NEW WORLD 72 CONFRM NBR FUND Bought June 26, 2020 1092.42
TRMA Fund Solution IRA - 1883 FUND Service Fee Adj June 21, 2020 0.00
TRMA Fund Solution IRA - 1883 FUND Service Fee June 21, 2020 0.00
TRMA Fund Solution IRA - 1883 FUND Branch Deposit June 21, 2020 1026.87
PUTNAM ULTRA STK DY INST NST CONFIRM NBR PUSTX FUND Bought June 21, 2020 40000.00
JOHN HANCOCK NITL GROWTH I CONFRM NBR JHGIX FUND Sold June 5, 2020 50.63
COLUMBIA DIVIDEND INCOME NST CONFIRM NBR DINCX FUND Bought June 5, 2020 50.63
FED WIRE EFT 08/01/2019 211465 CASH Bought June 5, 2020 14.74
Mega Corp Common Stock STOCK Purchase Feb. 5, 2020 $1,001-$15,000