Congress member profile
David A. Trott
U.S. Representative · MI-11 · R
491 disclosed trades · amounts shown as reported ranges.
View original disclosure ↗Published transactions491
Buys250
Sells222
Filings49
Disclosed transactions
Showing 51–100 of 491 transactions.
| Traded | Stock / asset | Type | Owner | Amount | Filing |
|---|---|---|---|---|---|
| Wed, Nov 14, 2018 | — BoFA FINANCE LLC LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NoTE DUE 10/27/2020 [CS] | Buy | — | $250,001 - $500,000 | house_20010798 ↗ |
| Wed, Nov 14, 2018 | — X INDEX [oT] | Sell | SP | $15,001 - $50,000 | house_20010798 ↗ |
| Wed, Nov 14, 2018 | — X INDEX [oT] | Buy | SP | $15,001 - $50,000 | house_20010798 ↗ |
| Wed, Nov 14, 2018 | VLP 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 DESCRIPTIoN: Structured Note. Valero Energy Partners LP Common Units representing limited partner interests | Sell | — | $1,001 - $15,000 | house_20010798 ↗ |
| Wed, Nov 7, 2018 | — 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 LoCATIoN: US DESCRIPTIoN: Not part of a compensation plan; Not held in an ESoP. THE BANK oF NoVA SCoTIA LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 11/25/2020 [CS] | Buy | — | $50,001 - $100,000 | house_20010798 ↗ |
| Tue, Nov 6, 2018 | — DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest. JENISoN MICH PUB SCHS go 5% 05/01/23 MN - MUNI BoND [gS] | Buy | — | $100,001 - $250,000 | house_20010798 ↗ |
| Thu, Nov 1, 2018 | ET 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 DESCRIPTIoN: Structured Note Energy Transfer LP Common Units | Buy | — | $1,001 - $15,000 | house_20010798 ↗ |
| Thu, Nov 1, 2018 | JPM 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 DESCRIPTIoN: Structured Note. JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 04/22/2020 [CS] | Buy | — | $50,001 - $100,000 | house_20010798 ↗ |
| Tue, Oct 30, 2018 | — X INDEX [oT] | Sell | SP | $1,001 - $15,000 | house_20010607 ↗ |
| Tue, Oct 30, 2018 | — X INDEX [oT] | Buy | SP | $50,001 - $100,000 | house_20010607 ↗ |
| Wed, Oct 24, 2018 | — 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 DESCRIPTIoN: Structured Note CoNN ST go 5% 06/01/22 JD - MUNI BoND [gS] | Sell | — | $250,001 - $500,000 | house_20010607 ↗ |
| Wed, Oct 24, 2018 | — gRAND RAPIDS MICH CMNTY go 5% 05/01/20 MN - MUNI BoND [gS] | Sell | — | $100,001 - $250,000 | house_20010607 ↗ |
| Wed, Oct 24, 2018 | — 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 DESCRIPTIoN: Structured Note KALAMAZoo MICH PUB SCHS go 5% 05/01/21 MN - MUNI BoND [gS] | Sell | — | $250,001 - $500,000 | house_20010607 ↗ |
| Tue, Oct 23, 2018 | — 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 DESCRIPTIoN: Structured Note CREDIT SUISSE Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 11/20/2019 [CS] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Tue, Oct 23, 2018 | EQM DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest. Merger of Energy Transfer Equity LP (ETE) with Energy Transfer Partners LP (ETP). EQM Midstream Partners, LP Common Units representing Limited Partner Interests | Buy | — | $1,001 - $15,000 | house_20010607 ↗ |
| Tue, Oct 23, 2018 | — X INDEX [oT] | Sell | SP | $15,001 - $50,000 | house_20010607 ↗ |
| Tue, Oct 23, 2018 | — X INDEX [oT] gfedc FILINg STATUS: New 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 LoCATIoN: US PUT/XSP @ 283 EXP 10/26/2018 - CBoE MINI SPX INDEX [oT] | Buy | SP | $15,001 - $50,000 | house_20010607 ↗ |
| Tue, Oct 23, 2018 | VLP 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 Valero Energy Partners LP Common Units representing limited partner interests | Sell | — | $1,001 - $15,000 | house_20010607 ↗ |
| Mon, Oct 22, 2018 | — 5% 10/01/20 Ao - MUNI BoND [gS] $250,000 gfedc FILINg STATUS: New 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 PLYMoUTH-CANToN MICH CMNTY SCH go 5% 05/01/23 MN - MUNI BoND [gS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Fri, Oct 19, 2018 | ET 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 Energy Transfer LP Common Units | Exchange | — | $100,001 - $250,000 | house_20010607 ↗ |
| Fri, Oct 19, 2018 | ETP P. - symbol: ETE). Merger of Energy Transfer Equity LP (ETE) with Energy Transfer Partners LP (ETP) | Exchange | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — 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 DESCRIPTIoN: Structured Note. BoFA FINANCE LLC LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 01/23/2020 [CS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — 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 DESCRIPTIoN: Structured Note. CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — 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 DESCRIPTIoN: Structured Note. CITIgRoUP INC. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 04/22/2020 [CS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — THEREFoRE SHoULD NoT BE ADDED To THE oVERALL ToTAL. > Toucan Family LLC DESCRIPTIoN: Structured Note CREDIT SUISSE Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 08/20/2020 [CS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — L REV REV 5% 10/01/25 Ao - MUNI BoND [gS] | Sell | SP | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | JPM 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 JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 11/20/2019 [CS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 18, 2018 | — 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 DESCRIPTIoN: Structured Note THE BANK oF NoVA SCoTIA LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 10/21/2020 [CS] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Wed, Oct 17, 2018 | — MATTAWAN MICH CoNS SCH DIST go 5% 05/01/25 MN - MUNI BoND [gS] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Wed, Oct 17, 2018 | — X INDEX [oT] | Sell | SP | $1,001 - $15,000 | house_20010607 ↗ |
| Wed, Oct 17, 2018 | — X INDEX [oT] | Buy | SP | $1,001 - $15,000 | house_20010607 ↗ |
| Tue, Oct 16, 2018 | — 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 DESCRIPTIoN: Structured Note CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 05/28/2020 [CS] | Sell | — | $250,001 - $500,000 | house_20010607 ↗ |
| Tue, Oct 16, 2018 | — 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 DESCRIPTIoN: Structured Note. CREDIT SUISSE Ag LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 03/13/2020 [CS] | Sell | — | $50,001 - $100,000 | house_20010607 ↗ |
| Tue, Oct 16, 2018 | — 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 LoCATIoN: US DESCRIPTIoN: Not part of a compensation plan; Not held in an ESoP. SoCIETE gENERALE LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 07/11/2019 [CS] | Sell | — | $100,001 - $250,000 | house_20010607 ↗ |
| Tue, Oct 16, 2018 | — 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 DESCRIPTIoN: Structured Note ToRoNTo DoMINIoN BANK LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 2901.52 STRUCTURED NoTE DUE 06/03/2020 [CS] | Sell | — | $250,001 - $500,000 | house_20010607 ↗ |
| Tue, Oct 16, 2018 | — 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 DESCRIPTIoN: Structured Note UBS Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/18/2020 [CS] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Tue, Oct 9, 2018 | — BNP PARIBAS LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 09/11/2020 [CS] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Fri, Oct 5, 2018 | — INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/22/2020 [CS] FILINg STATUS: New 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 DESCRIPTIoN: Structured Note CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 02/20/2020 [CS] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Fri, Oct 5, 2018 | — 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] | Buy | — | $250,001 - $500,000 | house_20010607 ↗ |
| Thu, Oct 4, 2018 | — 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] | Buy | — | $100,001 - $250,000 | house_20010607 ↗ |
| Thu, Oct 4, 2018 | — 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] | Buy | — | $50,001 - $100,000 | house_20010607 ↗ |
| Thu, Oct 4, 2018 | — 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 LoCATIoN: US DESCRIPTIoN: Not part of a compensation plan; Not held in an ESoP. PUT/XSP @ 281 EXP 11/23/2018 - | Sell | — | $1,001 - $15,000 | house_20010607 ↗ |
| Wed, Oct 3, 2018 | — 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 DESCRIPTIoN: Structured Note. UNIVERSITY MICH UNIV REVS REV 5% 04/01/23 Ao - MUNI BoND [gS] | Buy | — | $500,001 - $1,000,000 | house_20010607 ↗ |
| Mon, Oct 1, 2018 | — 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 DESCRIPTIoN: Structured Note DoWAgIAC MICH UN SCH DIST go 4% 05/01/23 MN - MUNI BoND [gS] | Buy | — | $250,001 - $500,000 | house_20010607 ↗ |
| Fri, Sep 28, 2018 | — DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest MASSACHUSETTS ST go 5% 11/01/24 MN - MUNI BoND [gS] | Sell | — | $15,001 - $50,000 | house_20010421 ↗ |
| Fri, Sep 28, 2018 | — ARTA MICH AREA SCHS go 4% 05/01/24 MN - MUNI BoND [gS] | Sell | SP | $100,001 - $250,000 | house_20010421 ↗ |
| Fri, Sep 28, 2018 | — DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest WARREN WooDS MICH PUB SCHS go 5.0000% 05/01/24 MN - MUNI BoND [gS] | Sell | — | $50,001 - $100,000 | house_20010421 ↗ |
| Thu, Sep 27, 2018 | — MASSACHUSETTS ST go 5.2500% 09/01/23 MS - MUNI BoND [gS] | Sell | — | $1,000,001 - $5,000,000 | house_20010421 ↗ |
| Thu, Sep 27, 2018 | — DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest SoUTH WASHINgToN CNTY INDPT go 5% 02/01/24 FA - MUNI BoND [gS] | Buy | — | $1,000,001 - $5,000,000 | house_20010421 ↗ |
| Thu, Sep 27, 2018 | — VA ST PUB SCH AUTH SCH FINg REV 5% 08/01/23 FA - MUNI BoND [gS] | Sell | — | $250,001 - $500,000 | house_20010421 ↗ |
Assets traded
Transaction counts from published filings; this is not a current holdings portfolio.