← Congress trading
David A. Trott
House · R–MI · STOCK Act periodic transaction reports
$54M
est. traded volume (range midpoints)
244 buys218 sells
median disclosure lag 17d
trades / qtr · 3y
Disclosed trades (481) · showing the 250 most recent
- 2019-01-03BRIgHToN MICH AREA SCH DIST go 5.0000% 05/01/20 MN - MUNI BoND [gS]$15,001-$50,000Purchase
- 2019-01-03NEW MEXICo ST go 5% 03/01/25 MS - MUNI BoND [gS]$250,001-$500,000Purchase
- 2019-01-03X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2019-01-03X INDEX [oT]$50,001-$100,000Purchase · spouse
- 2019-01-03Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$15,001-$50,000Purchase
- 2018-12-28CALEDoNIA MICH CMNTY SCHS go 5% 05/01/25 MN - MUNI BoND [gS]$15,001-$50,000Purchase
- 2018-12-26X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-12-26X INDEX [oT]$50,001-$100,000Purchase · spouse
- 2018-12-21CITIgRoUP INC. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 01/31/2020 [CS]$100,001-$250,000Purchase
- 2018-12-20VLP$1,001-$15,000Sale (Full)
- 2018-12-19Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$250,001-$500,000Purchase
- 2018-12-19VLP$1,001-$15,000Sale (Partial)
- 2018-12-18X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-12-18X INDEX [oT]$15,001-$50,000Purchase · spouse
- 2018-12-18Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$500,001-$1,000,000Purchase
- 2018-12-18SHLX$1,001-$15,000Purchase
- 2018-12-18VLP$1,001-$15,000Sale (Partial)
- 2018-12-17GS$100,001-$250,000Purchase
- 2018-12-17MPLXAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC MPLX LP Common Units Representing Limited Partner Interests$15,001-$50,000Purchase
- 2018-12-17PAGPPlains group Holdings, L.P. Class A Shares representing limited partner interests (PAgP) [ST]$15,001-$50,000Purchase
- 2018-12-17VLPValero Energy Partners LP Common Units representing limited partner interests$1,001-$15,000Sale (Partial)
- 2018-12-14VLP$1,001-$15,000Sale (Partial)
- 2018-12-13X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-12-13VLP$1,001-$15,000Sale (Partial)
- 2018-12-12EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]$15,001-$50,000Sale (Full)
- 2018-12-12VLP$1,001-$15,000Sale (Partial)
- 2018-12-11VLP$1,001-$15,000Sale (Partial)
- 2018-12-10VLP$1,001-$15,000Sale (Partial)
- 2018-12-07VLP$1,001-$15,000Sale (Partial)
- 2018-12-06AMGPAntero Midstream gP LP Common Shares of Beneficial Interests (AMgP) [ST]$15,001-$50,000Sale (Full)
- 2018-12-06ETAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Energy Transfer LP Common Units$15,001-$50,000Purchase
- 2018-12-06AMJAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-12-06PAAPlains All American Pipeline, L.P.$1,001-$15,000Purchase
- 2018-12-06SHLXAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Shell Midstream Partners, L.P. Common Units representing Limited Partner Interests$15,001-$50,000Purchase
- 2018-12-06TRGPTarga Resources, Inc. (TRgP) [ST]$50,001-$100,000Purchase
- 2018-12-06TRP$15,001-$50,000Sale (Full)
- 2018-12-06VLP$1,001-$15,000Sale (Partial)
- 2018-12-06$100,001-$250,000Sale (Full)
- 2018-12-04EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]$1,001-$15,000Sale (Partial)
- 2018-12-04X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-12-04VLP$1,001-$15,000Sale (Partial)
- 2018-12-03EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]$1,001-$15,000Sale (Partial)
- 2018-12-03VLPValero Energy Partners LP Common Units representing limited partner interests$1,001-$15,000Sale (Partial)
- 2018-11-30EQGP$1,001-$15,000Sale (Partial)
- 2018-11-27JPMAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC JPMoRgAN CHASE & Co. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W$100,001-$250,000Purchase
- 2018-11-20JPMBUFFER 0% STRUCTURED NoTE DUE 02/20/2020 [CS]$50,001-$100,000Purchase
- 2018-11-20X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-11-20X INDEX [oT]$15,001-$50,000Purchase · spouse
- 2018-11-20VLP$1,001-$15,000Sale (Partial)
- 2018-11-14BoFA FINANCE LLC LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NoTE DUE 10/27/2020 [CS]$250,001-$500,000Purchase
- 2018-11-14X INDEX [oT]$15,001-$50,000Sale (Partial) · spouse
- 2018-11-14X INDEX [oT]$15,001-$50,000Purchase · spouse
- 2018-11-14VLPAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$1,001-$15,000Sale (Partial)
- 2018-11-07Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Purchase
- 2018-11-01ETAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$1,001-$15,000Purchase
- 2018-11-01JPMAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$50,001-$100,000Purchase
- 2018-10-30X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-10-30X INDEX [oT]$50,001-$100,000Purchase · spouse
- 2018-10-24Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Sale (Full)
- 2018-10-24gRAND RAPIDS MICH CMNTY go 5% 05/01/20 MN - MUNI BoND [gS]$100,001-$250,000Sale (Partial)
- 2018-10-24Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Sale (Partial)
- 2018-10-23Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Purchase
- 2018-10-23EQM$1,001-$15,000Purchase
- 2018-10-23X INDEX [oT]$15,001-$50,000Sale (Partial) · spouse
- 2018-10-23X INDEX [oT] gfedc$15,001-$50,000Purchase · spouse
- 2018-10-23VLPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Valero Energy Partners LP Common Units representing limited partner interests$1,001-$15,000Sale (Partial)
- 2018-10-225% 10/01/20 Ao - MUNI BoND [gS] $250,000 gfedc$100,001-$250,000Purchase
- 2018-10-19ETAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Energy Transfer LP Common Units$100,001-$250,000Exchange
- 2018-10-19ETPP. - symbol: ETE). Merger of Energy Transfer Equity LP (ETE) with Energy Transfer Partners LP (ETP)$100,001-$250,000Exchange
- 2018-10-18Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$100,001-$250,000Purchase
- 2018-10-18Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-10-18Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$100,001-$250,000Purchase
- 2018-10-18THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-10-18L REV REV 5% 10/01/25 Ao - MUNI BoND [gS]$100,001-$250,000Sale (Full) · spouse
- 2018-10-18JPMAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 11/20/2019 [CS]$100,001-$250,000Purchase
- 2018-10-18Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-10-17MATTAWAN MICH CoNS SCH DIST go 5% 05/01/25 MN - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-10-17X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-10-17X INDEX [oT]$1,001-$15,000Purchase · spouse
- 2018-10-16Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Sale (Full)
- 2018-10-16Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Sale (Partial)
- 2018-10-16Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Sale (Partial)
- 2018-10-16Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Sale (Partial)
- 2018-10-16Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Purchase
- 2018-10-09BNP PARIBAS LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 09/11/2020 [CS]$50,001-$100,000Purchase
- 2018-10-05INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/22/2020 [CS]$50,001-$100,000Purchase
- 2018-10-05Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC CREDIT SUISSE Ag LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 03/13/2020 [CS]$250,001-$500,000Purchase
- 2018-10-04Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC HASLETT MICH PUB SCH DIST go 5% 05/01/26 MN - MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-10-04Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC MADISoN WIS go 4% 10/01/25 Ao - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-10-04Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$1,001-$15,000Sale (Partial)
- 2018-10-03Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$500,001-$1,000,000Purchase
- 2018-10-01Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$250,001-$500,000Purchase
- 2018-09-28ARTA MICH AREA SCHS go 4% 05/01/24 MN - MUNI BoND [gS]$100,001-$250,000Sale (Full) · spouse
- 2018-09-27MASSACHUSETTS ST go 5.2500% 09/01/23 MS - MUNI BoND [gS]$1,000,001-$5,000,000Sale (Full)
- 2018-09-27VA ST PUB SCH AUTH SCH FINg REV 5% 08/01/23 FA - MUNI BoND [gS]$250,001-$500,000Sale (Full)
- 2018-09-26BNP PARIBAS LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 09/25/2020 [CS]$100,001-$250,000Purchase
- 2018-09-25Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$250,001-$500,000Purchase
- 2018-09-21Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC JACKSoN MICH PUB SCHS go 5% 05/01/25 MN go - MUNI BoND [gS]$15,001-$50,000Purchase
- 2018-09-21MMPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Magellan Midstream Partners L.P. Limited Partnership$15,001-$50,000Purchase
- 2018-09-20ENBINDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 05/28/2020 [CS]$15,001-$50,000Purchase
- 2018-09-20gRAND LEDgE MICH PUB SCHS DIST go 5.0000% 05/01/24 MN - MUNI BoND [gS]$15,001-$50,000Sale (Full)
- 2018-09-20X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-09-20TRPTransCanada Corporation$15,001-$50,000Sale (Partial)
- 2018-09-19PSXPPhillips 66 Partners LP Common Units representing limited partner interest in the Partnership$1,001-$15,000Purchase
- 2018-09-18ANDXAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC Andeavor Logistics LP Common Units representing Limited Partner Interests$15,001-$50,000Purchase
- 2018-09-18gREAT LAKES WATER AUTHoRITY REV 4.0000% 07/01/23 JJ - MUNI BoND [gS]$500,001-$1,000,000Purchase
- 2018-09-18$50,001-$100,000Sale (Partial)
- 2018-09-17ALLEN PARK MICH PUB SCH DIST go 5% 11/01/23 MN - MUNI BoND [gS]$100,001-$250,000Sale (Full)
- 2018-09-17L REV REV 5% 10/01/25 Ao - MUNI BoND [gS]$100,001-$250,000Purchase · spouse
- 2018-09-17Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC MICHIgAN ST FoR ISSUES DTD go 5.0000% 12/01/22 JD - MUNI BoND [gS]$15,001-$50,000Sale (Partial)
- 2018-09-17SHLXAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$15,001-$50,000Purchase
- 2018-09-17VLPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Valero Energy Partners LP Common Units representing limited partner interests$1,001-$15,000Sale (Partial)
- 2018-09-17WESWestern gas Partners, LP Limited Partner Interests$15,001-$50,000Sale (Partial)
- 2018-09-13X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-09-11MPLXAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC MPLX LP Common Units Representing Limited Partner Interests$1,001-$15,000Purchase
- 2018-09-11NBLX$1,001-$15,000Sale (Partial)
- 2018-09-10OKEoNEoK, Inc. (oKE) [ST]$15,001-$50,000Sale (Partial)
- 2018-09-10TRPTransCanada Corporation$1,001-$15,000Purchase
- 2018-09-06X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-09-04Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC KITSAP CNTY WASH SCH DIST No go 5% 12/01/24 JD- MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-08-31Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC ToRoNTo DoMINIoN BANK LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 06/03/2020 [CS]$250,001-$500,000Purchase
- 2018-08-30CHIPPEWA VALLEY MICH SCHS go 5.0000% 05/01/20 MN - MUNI BoND [gS]$15,001-$50,000Purchase
- 2018-08-30Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$500,001-$1,000,000Purchase
- 2018-08-30Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$500,001-$1,000,000Sale (Full)
- 2018-08-29X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-08-29Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Purchase
- 2018-08-22X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-08-13CREDIT SUISSE Ag LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 11/26/2019 [CS]$100,001-$250,000Purchase
- 2018-08-10WMBTHEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Exchange
- 2018-08-10WPZ(WMB) of the outstanding public common units of Williams Partners LP (WPZ)$100,001-$250,000Exchange
- 2018-08-08X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-08-01X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-07-25BoFA FINANCE LLC LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 12/31/2019 [CS]$100,001-$250,000Purchase
- 2018-07-24X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-07-23EQMEQT Midstream Partners, LP Common Units representing Limited Partner Interests$50,001-$100,000Exchange
- 2018-07-23RMPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Exchange
- 2018-07-17X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-07-16RMPHAWAII ST go BDS DTD 11/25/14 05.000% DUE 08/01/20 [gS]$50,001-$100,000Purchase
- 2018-07-11X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-07-02Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL.$50,001-$100,000Purchase
- 2018-06-28X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-06-15Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC UBS Ag LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 2779.66 0% STRUCTURED NoTE DUE 08/19/2020 [CS]$500,001-$1,000,000Purchase
- 2018-06-15WFCAppendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$50,001-$100,000Purchase
- 2018-06-14X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-06-12ARLINgToN TEX ETC go 5% 08/15/23 FA PERM IMPT BDS 2014 LT BEo SR LIEN - MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-06-07X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-06-06Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-05-30X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-05-24N SWR SYS REV 5% 01/01/24 JJ REV BDS 2018 BEo - MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-05-23X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-05-15X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-05-14ANCHoRAgE ALASKA go 5% 09/01/24 MS go BDS D UT BEo - MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-05-14Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$50,001-$100,000Purchase
- 2018-05-09ALBUQUERQUE N MEX MUN SCH DIST go 5% 08/01/25 FA No 012 go SCH BLDg BDS 2018 UT BEo - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-05-07Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC CITY oF AUSTIN, TEXAS REV 5.0000% 11/15/25 MN TRAVIS WILLIAMSoN AND HAYS Co WTR/WSTEWTR SYS REF SER 2017 - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-05-04Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC MILWAUKEE WIS go 5% 04/01/24 Ao go PRoM NTS 2018 N4 UT BEo - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-05-04MILWAUKEE WIS go 5% 04/01/24 Ao go PRoM NTS 2018 N4 UT BEo - MUNI BoND [gS]$500,001-$1,000,000Purchase
- 2018-05-04Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC MILWAUKEE WIS go 5% 04/01/24 Ao go PRoM NTS 2018 N4 UT BEo - MUNI BoND [gS]$100,001-$250,000Purchase
- 2018-05-03Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]$50,001-$100,000Purchase
- 2018-05-03PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]$250,001-$500,000Purchase
- 2018-05-03Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]$15,001-$50,000Purchase
- 2018-05-03PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]$500,001-$1,000,000Purchase
- 2018-05-01Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Purchase
- 2018-04-20X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-04-17X INDEX [oT]$1,001-$15,000Sale (Partial) · spouse
- 2018-04-11X INDEX [oT]$15,001-$50,000Sale (Partial) · spouse
- 2018-04-11X INDEX [oT]$15,001-$50,000Purchase · spouse
- 2018-04-06Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC$500,001-$1,000,000Purchase
- 2018-04-05Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-04-04Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$250,001-$500,000Purchase
- 2018-04-03Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2018-04-02GSgoldman Sachs Renewable Power LLC [oL]$15,001-$50,000Purchase
- 2018-03-28PUT/XSP @ 249 EXP 06/15/2018 - CBOE MINI SPX INDEX$15,001-$50,000Sale (Full)
- 2018-03-28PUT/XSP @ 262 EXP 03/29/2018 - CBOE MINI SPX INDEX$1,001-$15,000Purchase
- 2018-03-15WMBWilliams Companies, Inc.$15,001-$50,000Purchase
- 2018-03-15WPZWilliams Partners, L.P. Common Units Representing Limited Partner Interests$15,001-$50,000Purchase
- 2018-03-14EQMEQT Midstream Partners, LP Common Units representing Limited Partner Interests$15,001-$50,000Sale (Full)
- 2018-03-14RMPRice Midstream Partners LP Common Units representing limited partner interests$1,001-$15,000Sale (Full)
- 2018-03-13PUT/XSP @ 271 EXP 04/13/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2018-03-01PUT/XSP @ 260 EXP 04/20/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2018-03-01PUT/XSP @ 262 EXP 03/29/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2018-03-01PUT/XSP @ 274 EXP 03/02/2018 - CBOE MINI SPX INDEX$15,001-$50,000Purchase
- 2018-02-27000% DUE 12/01/21 - MUNI BoND$50,001-$100,000Purchase
- 2018-02-26BUCHANAN MICH CMNTY SCHS go 3% 05/01/22 MN go SCH BLDg AND SITE BDS 2013 UT BEo - MUNI BoND$100,001-$250,000Purchase
- 2018-02-26Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC CITIgRoUP INC. LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 09/06/2019 P02/2/201802/3/2018$50,001 - $100,000$15,001-$50,000Purchase
- 2018-02-26PLEASANT PRAIRIE WI PRoMISSoRY NTS-SER A-REF go BD DTD 08/20/14 5.000% DUE 09/01/21$50,001-$100,000Purchase
- 2018-02-22X INDEX$1,001-$15,000Sale (Full) · spouse
- 2018-02-22X INDEX$1,001-$15,000Purchase · spouse
- 2018-02-14X INDEX$1,001-$15,000Sale (Full) · spouse
- 2018-01-24X INDEX$1,001-$15,000Sale (Full) · spouse
- 2018-01-18X INDEX S01/9/201801/10/2018$1,001 - $15,000$1,001-$15,000Sale (Full) · spouse
- 2018-01-17LENEXA KANS go 5% 09/01/24 MS SER B UT BEo SR LIEN - MUNI BoND$100,001-$250,000Purchase
- 2018-01-11PSXPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Phillips 66 Partners LP Common Units representing limited partner interest in the Partnership (PSXP)$15,001-$50,000Sale (Full)
- 2018-01-11TRPAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$15,001-$50,000Purchase
- 2017-12-31Trott Northwestern, LLC$250,001-$500,000Purchase
- 2017-12-21AMGPAntero Midstream GP LP Common Shares of Beneficial Interests$15,001-$50,000Purchase
- 2017-12-20OKEONEOK, Inc.$15,001-$50,000Sale (Full)
- 2017-12-20PUT/XSP @ 263 EXP 01/26/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2017-12-12SPYPUT/SPY @ 200 EXP 12/20/2019 - SPDR S&P 500 ETF TRUST$100,001-$250,000Purchase
- 2017-12-12SPYPUT/SPY @ 230 EXP 12/20/2019 - SPDR S&P 500 ETF TRUST$100,001-$250,000Sale (Full)
- 2017-12-12PUT/XSP @ 261 EXP 02/16/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2017-12-12GSTHE GOLDMAN SACHS GROUP, INC. LINKED TO FX BASKET 9% COUPON DUE 02/06/2020 STRUCTURED NOTE$500,001-$1,000,000Sale (Full)
- 2017-12-04TRPTransCanada Corporation$15,001-$50,000Purchase
- 2017-12-01PUT/XSP @ 254 EXP 01/05/2018 - CBOE MINI SPX INDEX$1,001-$15,000Sale (Full)
- 2017-12-01UBS AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/06/2020$100,001-$250,000Purchase
- 2017-11-29ANDXAndeavor Logistics LP Common Units representing Limited Partner Interests (ANDX)$15,001-$50,000Sale (Full)
- 2017-11-21X INDEX S11/9/201711/10/2017$1,001 - $15,000$1,001-$15,000Sale (Full) · spouse
- 2017-11-21Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Trott Family Investment Company LLC WARREN WooDS MICH PUB SCHS go 5.0000% 05/01/24 MN RFDg UT BEo - MUNI BoND$50,001-$100,000Purchase
- 2017-11-14MANSFIELD INDPT SCHooL DIST go 5.0000% 02/15/19 FA RFDg UT BNK QUAL BEo - MUNI BoND$50,001-$100,000Sale (Full)
- 2017-11-14Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2017-10-19X INDEX S10/6/201710/7/2017$1,001 - $15,000$1,001-$15,000Sale (Full) · spouse
- 2017-10-13BNP PARIBAS LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 12/18/2019$100,001-$250,000Purchase
- 2017-10-12X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-09-21X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-08-29X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-08-22X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-07-27Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$100,001-$250,000Purchase
- 2017-07-17X INDEX S07/6/201707/7/2017$1,001 - $15,000$1,001-$15,000Sale (Full) · spouse
- 2017-06-28X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-06-13X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-05-23ALLEN PARK MICH PUB SCH DIST Go 5% 05/01/23 MN - MUNI BoND P05/4/201705/5/2017$250,001 - $500,000$100,001-$250,000Purchase
- 2017-05-18GSAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC Energy Transfer Partners, L.P. Common Units representing limited partner interests (ETP) E04/28/201705/1/2017$100,001 - $250,000$250,001-$500,000Purchase
- 2017-05-18X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-05-16GSARTA MICH AREA SCHS Go 4% 05/01/24 MN - MUNI BoND P05/9/201705/10/2017$100,001 - $250,000$50,001-$100,000Purchase · spouse
- 2017-05-16GSRevocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account WATERFoRD MICH SCH DIST Go 5% 05/01/23 MN - MUNI BoND$1,001-$15,000Purchase
- 2017-05-11X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-04-24Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC CooPERSVILLE AREA MICH PUB Go 5% 05/01/23 MN - MUNI BoND P04/7/201704/8/2017$250,001 - $500,000$250,001-$500,000Purchase
- 2017-04-20GSAppendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC KING CNTY WASH SWR REV REV 5% 07/01/22 JJ - MUNI BoND P04/7/201704/8/2017$50,001 - $100,000$100,001-$250,000Sale (Full)
- 2017-04-12X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-04-11BELLEVILLE MICH AREA DIST LIBR Go 3.5000% 05/01/20 MN - MUNI BoND$100,001-$250,000Purchase
- 2017-03-30CITIgRoUP INC. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 11/23/2018$100,001-$250,000Purchase
- 2017-03-23X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-03-22DR S&P 500 ETF TRUST$250,001-$500,000Sale (Full) · spouse
- 2017-03-22DR S&P 500 ETF TRUST$500,001-$1,000,000Purchase · spouse
- 2017-02-14X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-01-27Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$1,001-$15,000Sale (Full)
- 2017-01-26GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account MICHIGAN MUN BD AUTH REV REV 5% 10/01/19 Ao - MUNI BoND P01/9/201701/10/2017$15,001 - $50,000$50,001-$100,000Purchase
- 2017-01-25GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DETRoIT MICH WTR SUPPLY SYS REV 6.2500% 07/01/36 JJ - MUNI BoND$50,001-$100,000Purchase
- 2017-01-25Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC$50,001-$100,000Purchase
- 2017-01-23GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account KENT CNTY MICH Go 5% 06/01/23 JD - MUNI BoND$50,001-$100,000Purchase
- 2017-01-20DEARBoRN MICH SCH DIST Go 5% 05/01/21 MN - MUNI BoND$50,001-$100,000Purchase
- 2017-01-20GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account IDOwnerAssetTransaction Type DateNotification Date Amount SoUTH LAKE MICH SCHS Go 5% 11/01/23 MN - MUNI BoND$50,001-$100,000Purchase
- 2017-01-19GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account FRUITPoRT MICH CMNTY SCHS Go 4% 05/01/22 MN - MUNI BoND$50,001-$100,000Purchase
- 2017-01-19GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account LINCoLN PK MICH SCH DIST Go 3% 05/01/20 MN - MUNI BoND$15,001-$50,000Purchase
- 2017-01-18GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account MI FIN AUTH REV LoC GoVT LN REV 5.0000% 04/01/17 Ao - MUNI BoND$50,001-$100,000Purchase
- 2017-01-13GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account SoUTHFIELD MICH PUB SCHS Go 4.0000% 05/01/22 MN - MUNI BoND$50,001-$100,000Purchase
- 2017-01-12X INDEX$1,001-$15,000Sale (Full) · spouse
- 2017-01-12GSRevocable Living Trusts > The Kathleen H. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account ZEELAND MICH PUB SCHS Go 4.0000% 05/01/18 MN - MUNI BoND$50,001-$100,000Purchase
- 2016-12-28JPMEnergy Transfer Partners, L.P. ENERGY TRANSFER PARNTERS (ETP) P12/1/201612/2/2016$1,001 - $15,000$250,001-$500,000Purchase
- 2016-12-22Appendix A - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC > Trott Family Investment Company LLC$250,001-$500,000Purchase
Amounts are the dollar ranges the STOCK Act requires — exact trade sizes aren't disclosed. "Spouse" marks trades reported for a spouse's account. Source: official House Clerk / Senate eFD periodic transaction reports. Not investment advice.