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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
Share𝕏in

Disclosed trades (481) · showing the 250 most recent

  • 2019-01-03
    BRIgHToN MICH AREA SCH DIST go 5.0000% 05/01/20 MN - MUNI BoND [gS]
    $15,001-$50,000
    Purchase
  • 2019-01-03
    NEW MEXICo ST go 5% 03/01/25 MS - MUNI BoND [gS]
    $250,001-$500,000
    Purchase
  • 2019-01-03
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2019-01-03
    X INDEX [oT]
    $50,001-$100,000
    Purchase · spouse
  • 2019-01-03
    Appendix 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-$50,000
    Purchase
  • 2018-12-28
    CALEDoNIA MICH CMNTY SCHS go 5% 05/01/25 MN - MUNI BoND [gS]
    $15,001-$50,000
    Purchase
  • 2018-12-26
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-12-26
    X INDEX [oT]
    $50,001-$100,000
    Purchase · spouse
  • 2018-12-21
    CITIgRoUP INC. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 01/31/2020 [CS]
    $100,001-$250,000
    Purchase
  • 2018-12-20
    VLP
    $1,001-$15,000
    Sale (Full)
  • 2018-12-19
    Appendix 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-$500,000
    Purchase
  • 2018-12-19
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-18
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-12-18
    X INDEX [oT]
    $15,001-$50,000
    Purchase · spouse
  • 2018-12-18
    Appendix 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-$1,000,000
    Purchase
  • 2018-12-18
    SHLX
    $1,001-$15,000
    Purchase
  • 2018-12-18
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-17
    GS
    $100,001-$250,000
    Purchase
  • 2018-12-17
    MPLXAppendix 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-$50,000
    Purchase
  • 2018-12-17
    PAGPPlains group Holdings, L.P. Class A Shares representing limited partner interests (PAgP) [ST]
    $15,001-$50,000
    Purchase
  • 2018-12-17
    VLPValero Energy Partners LP Common Units representing limited partner interests
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-14
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-13
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-12-13
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-12
    EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]
    $15,001-$50,000
    Sale (Full)
  • 2018-12-12
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-11
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-10
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-07
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-06
    AMGPAntero Midstream gP LP Common Shares of Beneficial Interests (AMgP) [ST]
    $15,001-$50,000
    Sale (Full)
  • 2018-12-06
    ETAppendix 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-$50,000
    Purchase
  • 2018-12-06
    AMJAppendix 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-$250,000
    Purchase
  • 2018-12-06
    PAAPlains All American Pipeline, L.P.
    $1,001-$15,000
    Purchase
  • 2018-12-06
    SHLXAppendix 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-$50,000
    Purchase
  • 2018-12-06
    TRGPTarga Resources, Inc. (TRgP) [ST]
    $50,001-$100,000
    Purchase
  • 2018-12-06
    TRP
    $15,001-$50,000
    Sale (Full)
  • 2018-12-06
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-06
    $100,001-$250,000
    Sale (Full)
  • 2018-12-04
    EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-04
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-12-04
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-03
    EQGPEQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]
    $1,001-$15,000
    Sale (Partial)
  • 2018-12-03
    VLPValero Energy Partners LP Common Units representing limited partner interests
    $1,001-$15,000
    Sale (Partial)
  • 2018-11-30
    EQGP
    $1,001-$15,000
    Sale (Partial)
  • 2018-11-27
    JPMAppendix 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-$250,000
    Purchase
  • 2018-11-20
    JPMBUFFER 0% STRUCTURED NoTE DUE 02/20/2020 [CS]
    $50,001-$100,000
    Purchase
  • 2018-11-20
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-11-20
    X INDEX [oT]
    $15,001-$50,000
    Purchase · spouse
  • 2018-11-20
    VLP
    $1,001-$15,000
    Sale (Partial)
  • 2018-11-14
    BoFA FINANCE LLC LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NoTE DUE 10/27/2020 [CS]
    $250,001-$500,000
    Purchase
  • 2018-11-14
    X INDEX [oT]
    $15,001-$50,000
    Sale (Partial) · spouse
  • 2018-11-14
    X INDEX [oT]
    $15,001-$50,000
    Purchase · spouse
  • 2018-11-14
    VLPAppendix 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-$15,000
    Sale (Partial)
  • 2018-11-07
    Appendix 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-$100,000
    Purchase
  • 2018-11-01
    ETAppendix 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-$15,000
    Purchase
  • 2018-11-01
    JPMAppendix 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-$100,000
    Purchase
  • 2018-10-30
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-10-30
    X INDEX [oT]
    $50,001-$100,000
    Purchase · spouse
  • 2018-10-24
    Appendix 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-$500,000
    Sale (Full)
  • 2018-10-24
    gRAND RAPIDS MICH CMNTY go 5% 05/01/20 MN - MUNI BoND [gS]
    $100,001-$250,000
    Sale (Partial)
  • 2018-10-24
    Appendix 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-$500,000
    Sale (Partial)
  • 2018-10-23
    Appendix 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-$100,000
    Purchase
  • 2018-10-23
    EQM
    $1,001-$15,000
    Purchase
  • 2018-10-23
    X INDEX [oT]
    $15,001-$50,000
    Sale (Partial) · spouse
  • 2018-10-23
    X INDEX [oT] gfedc
    $15,001-$50,000
    Purchase · spouse
  • 2018-10-23
    VLPAppendix 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-$15,000
    Sale (Partial)
  • 2018-10-22
    5% 10/01/20 Ao - MUNI BoND [gS] $250,000 gfedc
    $100,001-$250,000
    Purchase
  • 2018-10-19
    ETAppendix 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-$250,000
    Exchange
  • 2018-10-19
    ETPP. - symbol: ETE). Merger of Energy Transfer Equity LP (ETE) with Energy Transfer Partners LP (ETP)
    $100,001-$250,000
    Exchange
  • 2018-10-18
    Appendix 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-$250,000
    Purchase
  • 2018-10-18
    Appendix 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-$250,000
    Purchase
  • 2018-10-18
    Appendix 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-$250,000
    Purchase
  • 2018-10-18
    THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC
    $100,001-$250,000
    Purchase
  • 2018-10-18
    L REV REV 5% 10/01/25 Ao - MUNI BoND [gS]
    $100,001-$250,000
    Sale (Full) · spouse
  • 2018-10-18
    JPMAppendix 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-$250,000
    Purchase
  • 2018-10-18
    Appendix 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-$250,000
    Purchase
  • 2018-10-17
    MATTAWAN MICH CoNS SCH DIST go 5% 05/01/25 MN - MUNI BoND [gS]
    $50,001-$100,000
    Purchase
  • 2018-10-17
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-10-17
    X INDEX [oT]
    $1,001-$15,000
    Purchase · spouse
  • 2018-10-16
    Appendix 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-$500,000
    Sale (Full)
  • 2018-10-16
    Appendix 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-$100,000
    Sale (Partial)
  • 2018-10-16
    Appendix 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-$250,000
    Sale (Partial)
  • 2018-10-16
    Appendix 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-$500,000
    Sale (Partial)
  • 2018-10-16
    Appendix 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-$100,000
    Purchase
  • 2018-10-09
    BNP PARIBAS LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 09/11/2020 [CS]
    $50,001-$100,000
    Purchase
  • 2018-10-05
    INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/22/2020 [CS]
    $50,001-$100,000
    Purchase
  • 2018-10-05
    Appendix 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-$500,000
    Purchase
  • 2018-10-04
    Appendix 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-$250,000
    Purchase
  • 2018-10-04
    Appendix 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-$100,000
    Purchase
  • 2018-10-04
    Appendix 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-$15,000
    Sale (Partial)
  • 2018-10-03
    Appendix 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-$1,000,000
    Purchase
  • 2018-10-01
    Appendix 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-$500,000
    Purchase
  • 2018-09-28
    ARTA MICH AREA SCHS go 4% 05/01/24 MN - MUNI BoND [gS]
    $100,001-$250,000
    Sale (Full) · spouse
  • 2018-09-27
    MASSACHUSETTS ST go 5.2500% 09/01/23 MS - MUNI BoND [gS]
    $1,000,001-$5,000,000
    Sale (Full)
  • 2018-09-27
    VA ST PUB SCH AUTH SCH FINg REV 5% 08/01/23 FA - MUNI BoND [gS]
    $250,001-$500,000
    Sale (Full)
  • 2018-09-26
    BNP PARIBAS LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 09/25/2020 [CS]
    $100,001-$250,000
    Purchase
  • 2018-09-25
    Appendix 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-$500,000
    Purchase
  • 2018-09-21
    Appendix 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-$50,000
    Purchase
  • 2018-09-21
    MMPAppendix 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-$50,000
    Purchase
  • 2018-09-20
    ENBINDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 05/28/2020 [CS]
    $15,001-$50,000
    Purchase
  • 2018-09-20
    gRAND LEDgE MICH PUB SCHS DIST go 5.0000% 05/01/24 MN - MUNI BoND [gS]
    $15,001-$50,000
    Sale (Full)
  • 2018-09-20
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-09-20
    TRPTransCanada Corporation
    $15,001-$50,000
    Sale (Partial)
  • 2018-09-19
    PSXPPhillips 66 Partners LP Common Units representing limited partner interest in the Partnership
    $1,001-$15,000
    Purchase
  • 2018-09-18
    ANDXAppendix 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-$50,000
    Purchase
  • 2018-09-18
    gREAT LAKES WATER AUTHoRITY REV 4.0000% 07/01/23 JJ - MUNI BoND [gS]
    $500,001-$1,000,000
    Purchase
  • 2018-09-18
    $50,001-$100,000
    Sale (Partial)
  • 2018-09-17
    ALLEN PARK MICH PUB SCH DIST go 5% 11/01/23 MN - MUNI BoND [gS]
    $100,001-$250,000
    Sale (Full)
  • 2018-09-17
    L REV REV 5% 10/01/25 Ao - MUNI BoND [gS]
    $100,001-$250,000
    Purchase · spouse
  • 2018-09-17
    Appendix 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-$50,000
    Sale (Partial)
  • 2018-09-17
    SHLXAppendix 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-$50,000
    Purchase
  • 2018-09-17
    VLPAppendix 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-$15,000
    Sale (Partial)
  • 2018-09-17
    WESWestern gas Partners, LP Limited Partner Interests
    $15,001-$50,000
    Sale (Partial)
  • 2018-09-13
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-09-11
    MPLXAppendix 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-$15,000
    Purchase
  • 2018-09-11
    NBLX
    $1,001-$15,000
    Sale (Partial)
  • 2018-09-10
    OKEoNEoK, Inc. (oKE) [ST]
    $15,001-$50,000
    Sale (Partial)
  • 2018-09-10
    TRPTransCanada Corporation
    $1,001-$15,000
    Purchase
  • 2018-09-06
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-09-04
    Appendix 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-$250,000
    Purchase
  • 2018-08-31
    Appendix 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-$500,000
    Purchase
  • 2018-08-30
    CHIPPEWA VALLEY MICH SCHS go 5.0000% 05/01/20 MN - MUNI BoND [gS]
    $15,001-$50,000
    Purchase
  • 2018-08-30
    Appendix 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-$1,000,000
    Purchase
  • 2018-08-30
    Appendix 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-$1,000,000
    Sale (Full)
  • 2018-08-29
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-08-29
    Appendix 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-$500,000
    Purchase
  • 2018-08-22
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-08-13
    CREDIT SUISSE Ag LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 11/26/2019 [CS]
    $100,001-$250,000
    Purchase
  • 2018-08-10
    WMBTHEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC
    $100,001-$250,000
    Exchange
  • 2018-08-10
    WPZ(WMB) of the outstanding public common units of Williams Partners LP (WPZ)
    $100,001-$250,000
    Exchange
  • 2018-08-08
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-08-01
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-07-25
    BoFA FINANCE LLC LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 12/31/2019 [CS]
    $100,001-$250,000
    Purchase
  • 2018-07-24
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-07-23
    EQMEQT Midstream Partners, LP Common Units representing Limited Partner Interests
    $50,001-$100,000
    Exchange
  • 2018-07-23
    RMPAppendix 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-$100,000
    Exchange
  • 2018-07-17
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-07-16
    RMPHAWAII ST go BDS DTD 11/25/14 05.000% DUE 08/01/20 [gS]
    $50,001-$100,000
    Purchase
  • 2018-07-11
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-07-02
    Appendix B - NoTE: THESE ASSETS ARE ALREADY INCLUDED IN THE SCHEDULE A VALUES AND THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL.
    $50,001-$100,000
    Purchase
  • 2018-06-28
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-06-15
    Appendix 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-$1,000,000
    Purchase
  • 2018-06-15
    WFCAppendix 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-$100,000
    Purchase
  • 2018-06-14
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-06-12
    ARLINgToN TEX ETC go 5% 08/15/23 FA PERM IMPT BDS 2014 LT BEo SR LIEN - MUNI BoND [gS]
    $100,001-$250,000
    Purchase
  • 2018-06-07
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-06-06
    Appendix 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-$250,000
    Purchase
  • 2018-05-30
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-05-24
    N SWR SYS REV 5% 01/01/24 JJ REV BDS 2018 BEo - MUNI BoND [gS]
    $100,001-$250,000
    Purchase
  • 2018-05-23
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-05-15
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-05-14
    ANCHoRAgE ALASKA go 5% 09/01/24 MS go BDS D UT BEo - MUNI BoND [gS]
    $100,001-$250,000
    Purchase
  • 2018-05-14
    Appendix 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-$100,000
    Purchase
  • 2018-05-09
    ALBUQUERQUE 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-$100,000
    Purchase
  • 2018-05-07
    Appendix 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-$100,000
    Purchase
  • 2018-05-04
    Appendix 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-$100,000
    Purchase
  • 2018-05-04
    MILWAUKEE WIS go 5% 04/01/24 Ao go PRoM NTS 2018 N4 UT BEo - MUNI BoND [gS]
    $500,001-$1,000,000
    Purchase
  • 2018-05-04
    Appendix 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-$250,000
    Purchase
  • 2018-05-03
    Appendix 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-$100,000
    Purchase
  • 2018-05-03
    PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]
    $250,001-$500,000
    Purchase
  • 2018-05-03
    Appendix 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-$50,000
    Purchase
  • 2018-05-03
    PLANo TEX go 5% 09/01/24 MS go BDS 2018 LT BEo - MUNI BoND [gS]
    $500,001-$1,000,000
    Purchase
  • 2018-05-01
    Appendix 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-$500,000
    Purchase
  • 2018-04-20
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-04-17
    X INDEX [oT]
    $1,001-$15,000
    Sale (Partial) · spouse
  • 2018-04-11
    X INDEX [oT]
    $15,001-$50,000
    Sale (Partial) · spouse
  • 2018-04-11
    X INDEX [oT]
    $15,001-$50,000
    Purchase · spouse
  • 2018-04-06
    Appendix 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-$1,000,000
    Purchase
  • 2018-04-05
    Appendix 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-$250,000
    Purchase
  • 2018-04-04
    Appendix 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-$500,000
    Purchase
  • 2018-04-03
    Appendix 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-$250,000
    Purchase
  • 2018-04-02
    GSgoldman Sachs Renewable Power LLC [oL]
    $15,001-$50,000
    Purchase
  • 2018-03-28
    PUT/XSP @ 249 EXP 06/15/2018 - CBOE MINI SPX INDEX
    $15,001-$50,000
    Sale (Full)
  • 2018-03-28
    PUT/XSP @ 262 EXP 03/29/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Purchase
  • 2018-03-15
    WMBWilliams Companies, Inc.
    $15,001-$50,000
    Purchase
  • 2018-03-15
    WPZWilliams Partners, L.P. Common Units Representing Limited Partner Interests
    $15,001-$50,000
    Purchase
  • 2018-03-14
    EQMEQT Midstream Partners, LP Common Units representing Limited Partner Interests
    $15,001-$50,000
    Sale (Full)
  • 2018-03-14
    RMPRice Midstream Partners LP Common Units representing limited partner interests
    $1,001-$15,000
    Sale (Full)
  • 2018-03-13
    PUT/XSP @ 271 EXP 04/13/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2018-03-01
    PUT/XSP @ 260 EXP 04/20/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2018-03-01
    PUT/XSP @ 262 EXP 03/29/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2018-03-01
    PUT/XSP @ 274 EXP 03/02/2018 - CBOE MINI SPX INDEX
    $15,001-$50,000
    Purchase
  • 2018-02-27
    000% DUE 12/01/21 - MUNI BoND
    $50,001-$100,000
    Purchase
  • 2018-02-26
    BUCHANAN MICH CMNTY SCHS go 3% 05/01/22 MN go SCH BLDg AND SITE BDS 2013 UT BEo - MUNI BoND
    $100,001-$250,000
    Purchase
  • 2018-02-26
    Appendix 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-$50,000
    Purchase
  • 2018-02-26
    PLEASANT PRAIRIE WI PRoMISSoRY NTS-SER A-REF go BD DTD 08/20/14 5.000% DUE 09/01/21
    $50,001-$100,000
    Purchase
  • 2018-02-22
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2018-02-22
    X INDEX
    $1,001-$15,000
    Purchase · spouse
  • 2018-02-14
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2018-01-24
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2018-01-18
    X INDEX S01/9/201801/10/2018$1,001 - $15,000
    $1,001-$15,000
    Sale (Full) · spouse
  • 2018-01-17
    LENEXA KANS go 5% 09/01/24 MS SER B UT BEo SR LIEN - MUNI BoND
    $100,001-$250,000
    Purchase
  • 2018-01-11
    PSXPAppendix 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-$50,000
    Sale (Full)
  • 2018-01-11
    TRPAppendix 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-$50,000
    Purchase
  • 2017-12-31
    Trott Northwestern, LLC
    $250,001-$500,000
    Purchase
  • 2017-12-21
    AMGPAntero Midstream GP LP Common Shares of Beneficial Interests
    $15,001-$50,000
    Purchase
  • 2017-12-20
    OKEONEOK, Inc.
    $15,001-$50,000
    Sale (Full)
  • 2017-12-20
    PUT/XSP @ 263 EXP 01/26/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2017-12-12
    SPYPUT/SPY @ 200 EXP 12/20/2019 - SPDR S&P 500 ETF TRUST
    $100,001-$250,000
    Purchase
  • 2017-12-12
    SPYPUT/SPY @ 230 EXP 12/20/2019 - SPDR S&P 500 ETF TRUST
    $100,001-$250,000
    Sale (Full)
  • 2017-12-12
    PUT/XSP @ 261 EXP 02/16/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2017-12-12
    GSTHE GOLDMAN SACHS GROUP, INC. LINKED TO FX BASKET 9% COUPON DUE 02/06/2020 STRUCTURED NOTE
    $500,001-$1,000,000
    Sale (Full)
  • 2017-12-04
    TRPTransCanada Corporation
    $15,001-$50,000
    Purchase
  • 2017-12-01
    PUT/XSP @ 254 EXP 01/05/2018 - CBOE MINI SPX INDEX
    $1,001-$15,000
    Sale (Full)
  • 2017-12-01
    UBS AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/06/2020
    $100,001-$250,000
    Purchase
  • 2017-11-29
    ANDXAndeavor Logistics LP Common Units representing Limited Partner Interests (ANDX)
    $15,001-$50,000
    Sale (Full)
  • 2017-11-21
    X INDEX S11/9/201711/10/2017$1,001 - $15,000
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-11-21
    Appendix 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-$100,000
    Purchase
  • 2017-11-14
    MANSFIELD INDPT SCHooL DIST go 5.0000% 02/15/19 FA RFDg UT BNK QUAL BEo - MUNI BoND
    $50,001-$100,000
    Sale (Full)
  • 2017-11-14
    Appendix 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-$250,000
    Purchase
  • 2017-10-19
    X INDEX S10/6/201710/7/2017$1,001 - $15,000
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-10-13
    BNP PARIBAS LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 12/18/2019
    $100,001-$250,000
    Purchase
  • 2017-10-12
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-09-21
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-08-29
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-08-22
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-07-27
    Appendix 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-$250,000
    Purchase
  • 2017-07-17
    X INDEX S07/6/201707/7/2017$1,001 - $15,000
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-06-28
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-06-13
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-05-23
    ALLEN PARK MICH PUB SCH DIST Go 5% 05/01/23 MN - MUNI BoND P05/4/201705/5/2017$250,001 - $500,000
    $100,001-$250,000
    Purchase
  • 2017-05-18
    GSAppendix 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-$500,000
    Purchase
  • 2017-05-18
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-05-16
    GSARTA MICH AREA SCHS Go 4% 05/01/24 MN - MUNI BoND P05/9/201705/10/2017$100,001 - $250,000
    $50,001-$100,000
    Purchase · spouse
  • 2017-05-16
    GSRevocable 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-$15,000
    Purchase
  • 2017-05-11
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-04-24
    Appendix 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-$500,000
    Purchase
  • 2017-04-20
    GSAppendix 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-$250,000
    Sale (Full)
  • 2017-04-12
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-04-11
    BELLEVILLE MICH AREA DIST LIBR Go 3.5000% 05/01/20 MN - MUNI BoND
    $100,001-$250,000
    Purchase
  • 2017-03-30
    CITIgRoUP INC. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 11/23/2018
    $100,001-$250,000
    Purchase
  • 2017-03-23
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-03-22
    DR S&P 500 ETF TRUST
    $250,001-$500,000
    Sale (Full) · spouse
  • 2017-03-22
    DR S&P 500 ETF TRUST
    $500,001-$1,000,000
    Purchase · spouse
  • 2017-02-14
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-01-27
    Appendix 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-$15,000
    Sale (Full)
  • 2017-01-26
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-25
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-25
    Appendix 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-$100,000
    Purchase
  • 2017-01-23
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-20
    DEARBoRN MICH SCH DIST Go 5% 05/01/21 MN - MUNI BoND
    $50,001-$100,000
    Purchase
  • 2017-01-20
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-19
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-19
    GSRevocable 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-$50,000
    Purchase
  • 2017-01-18
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-13
    GSRevocable 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-$100,000
    Purchase
  • 2017-01-12
    X INDEX
    $1,001-$15,000
    Sale (Full) · spouse
  • 2017-01-12
    GSRevocable 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-$100,000
    Purchase
  • 2016-12-28
    JPMEnergy Transfer Partners, L.P. ENERGY TRANSFER PARNTERS (ETP) P12/1/201612/2/2016$1,001 - $15,000
    $250,001-$500,000
    Purchase
  • 2016-12-22
    Appendix 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-$500,000
    Purchase

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.