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 251–300 of 491 transactions.
| Traded | Stock / asset | Type | Owner | Amount | Filing |
|---|---|---|---|---|---|
| Thu, Jan 19, 2017 | GS Revocable 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 | Buy | — | $50,001 - $100,000 | house_20006682 ↗ |
| Thu, Jan 19, 2017 | GS Revocable 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 | Buy | — | $15,001 - $50,000 | house_20006682 ↗ |
| Wed, Jan 18, 2017 | GS Revocable 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 | Buy | — | $50,001 - $100,000 | house_20006682 ↗ |
| Fri, Jan 13, 2017 | GS Revocable 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 | Buy | — | $50,001 - $100,000 | house_20006682 ↗ |
| Thu, Jan 12, 2017 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20006682 ↗ |
| Thu, Jan 12, 2017 | GS Revocable 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 | Buy | — | $50,001 - $100,000 | house_20006682 ↗ |
| Wed, Dec 28, 2016 | JPM Energy Transfer Partners, L.P. ENERGY TRANSFER PARNTERS (ETP) P12/1/201612/2/2016$1,001 - $15,000 FILING STATUS: New Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 10/03/2018 | Buy | — | $250,001 - $500,000 | house_20006438 ↗ |
| Thu, Dec 22, 2016 | — 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 DESCRIPTIoN: Structured Note PENNFIELD MICH SCHS DIST Go 4% 05/01/22 MN - MUNI BoND | Buy | — | $250,001 - $500,000 | house_20006438 ↗ |
| Thu, Dec 22, 2016 | — X INDEX S12/7/201612/8/2016$1,001 - $15,000 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 @ 217 EXP 02/03/2017 - CBoE MINI SPX INDEX | Sell | SP | $1,001 - $15,000 | house_20006438 ↗ |
| Wed, Dec 21, 2016 | — 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 S C ST PUB SVC AUTH FoR ISS D REV 5.0000% 01/01/18 JJ TD PR To 12/21/10 PREUNDED-RF DG-oBLIGS- SER B INS SR LIEN - MUNI BoND | Exchange | — | $50,001 - $100,000 | house_20006438 ↗ |
| Wed, Dec 21, 2016 | — NTEE iDownerassettransaction type Datenotification Date amount CooPER MBIA BEo resulting from defeasement. As a result of this defeasement, Toucan Family LLC's ownership in S C ST PUB SVC AUTH FoR ISS D REV 5.0000% 01/01/18 JJ TD PR To 12/21/10 PREUNDED-RF DG-oBLIGS-SER B INS SR LIEN - MUNI BoND is in the $50,001 - $100,000 range. S C ST PUB SVC AUTH FoR ISS D REV 5.0000% 01/01/18 JJ TD PR To 12/21/10 UNREFUND BAL RFDG- oBLGS SER B INS BEo SR - MUNI BoND | Exchange | SA | $100,001 - $250,000 | house_20006438 ↗ |
| Wed, Dec 21, 2016 | — NTEE CooPER MBIA BEo resulting from defeasement. As a result of this defeasement, Toucan Family LLC's ownership in S C ST PUB SVC AUTH FoR ISS D REV 5.0000% 01/01/18 JJ TD PR To 12/21/10 UNREFUND BAL RFDG-oBLGS SER B INS BEo SR is in the $100,001 - $250,000 range. SoUTH CARoLINA PUB SVCE AUTH REV 5.0000% 01/01/18 JJ SANTEE CooPER MBIA BEo - MUNI BoND | Exchange | SA | $100,001 - $250,000 | house_20006438 ↗ |
| Wed, Dec 21, 2016 | — NTEE CooPER MBIA BEo - MUNI BoND is zero. SoUTH CARoLINA PUB SVCE AUTH REV 5.0000% 01/01/18 JJ SANTEE CooPER MBIA BEo - MUNI BoND | Exchange | SA | $50,001 - $100,000 | house_20006438 ↗ |
| Mon, Dec 12, 2016 | — 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 PENNSYLVANIA ST Go 5% 01/15/23 JJ - MUNI BoND | Buy | — | $50,001 - $100,000 | house_20006438 ↗ |
| Mon, Nov 28, 2016 | CASH Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > U.S. Trust Brokerage (CASH) | Buy | — | $250,001 - $500,000 | house_20006281 ↗ |
| Tue, Nov 22, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20006281 ↗ |
| Fri, Nov 18, 2016 | — 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 PoRTLAND oRE SWR SYS REV REV 5% 06/15/23 JD RFDG - MUNI BoND | Buy | — | $250,001 - $500,000 | house_20006281 ↗ |
| Thu, Nov 17, 2016 | — 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 Trott 2010 Irrevocable Grantor Trust f/b/o Courtney E. Trott (100% interest) NEW YoRK NY Go BDS 05.000% DUE 08/01/23 - MUNI BoND | Buy | — | $50,001 - $100,000 | house_20006281 ↗ |
| Wed, Nov 16, 2016 | — BNP PARIBAS LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 09/24/2018 | Buy | — | $100,001 - $250,000 | house_20006281 ↗ |
| Fri, Nov 11, 2016 | — X INDEX S11/4/201611/5/2016$1,001 - $15,000 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 @ 206 EXP 01/20/2017 - CBoE MINI SPX INDEX | Sell | SP | $1,001 - $15,000 | house_20006281 ↗ |
| Fri, Oct 28, 2016 | — X INDEX S10/6/201610/7/2016$1,001 - $15,000 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 RoMULUS MICH CMNTY SCHS Go 5% 05/01/22 MN - MUNI BoND P10/7/201610/8/2016$100,001 - $250,000 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 RoMULUS MICH CMNTY SCHS Go 5% 05/01/22 MN - MUNI BoND P10/7/201610/8/2016$100,001 - $250,000 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 RoYAL BANK oF CANADA LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 04/27/2018 | Buy | SP | $250,001 - $500,000 | house_20006114 ↗ |
| Mon, Oct 24, 2016 | — BATTLE CREEK MICH SCH DIST Go 5% 05/01/31 MN - MUNI BoND | Buy | — | $50,001 - $100,000 | house_20006114 ↗ |
| Wed, Oct 12, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20006114 ↗ |
| Thu, Sep 29, 2016 | — CITIGRoUP INC. LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 02/01/2018 | Buy | — | $50,001 - $100,000 | house_20005933 ↗ |
| Thu, Sep 29, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20005933 ↗ |
| Wed, Sep 28, 2016 | — 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 DEUTSCHE BANK AG-LoNDoN BRANCH LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 03/30/2017 | Sell | — | $50,001 - $100,000 | house_20005933 ↗ |
| Wed, Sep 28, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account P. (EPD) | Sell | — | $15,001 - $50,000 | house_20005933 ↗ |
| Wed, Sep 28, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest MPLX LP Common Units Representing Limited Partner Interests (MPLX) | Sell | — | $15,001 - $50,000 | house_20005933 ↗ |
| Wed, Sep 28, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest Phillips 66 Partners LP Common Units representing limited partner interest in the Partnership (PSXP) | Sell | — | $15,001 - $50,000 | house_20005933 ↗ |
| Wed, Sep 28, 2016 | WPZ 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 Williams Partners, L.P. Common Units Representing Limited Partner Interests (WPZ) | Sell | — | $1,001 - $15,000 | house_20005933 ↗ |
| Fri, Sep 16, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account P. (PAA) | Buy | — | $50,001 - $100,000 | house_20005933 ↗ |
| Thu, Sep 15, 2016 | — 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 CREDIT SUISSE AG LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 07/20/2018 | Buy | — | $100,001 - $250,000 | house_20005933 ↗ |
| Thu, Sep 15, 2016 | EPD 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 P. (EPD) | Sell | — | $15,001 - $50,000 | house_20005933 ↗ |
| Thu, Sep 15, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest Noble Midstream Partners LP Common Units Representing Limited Partner Interests (NBLX) | Buy | — | $15,001 - $50,000 | house_20005933 ↗ |
| Wed, Sep 14, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest Phillips 66 Partners LP Common Units representing limited partner interest in the Partnership (PSXP) | Sell | — | $15,001 - $50,000 | house_20005933 ↗ |
| Mon, Sep 12, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account DESCRIPTIoN: Publicly Traded Master Limited Partnership Interest MPLX LP Common Units Representing Limited Partner Interests (MPLX) | Sell | — | $1,001 - $15,000 | house_20005933 ↗ |
| Tue, Aug 16, 2016 | — X INDEX S08/31/201609/1/2016$1,001 - $15,000 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 @208 EXP 11/18/2016 - | Sell | SP | $1,001 - $15,000 | house_20005790 ↗ |
| Thu, Aug 11, 2016 | GS X INDEX 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 SAGINAW VY ST UNIV MICH REV 5% 07/01/22 JJ - MUNI BoND P08/2/201608/3/2016$50,001 - $100,000 FILING STATUS: New Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account TRENToN MICH PUB SCHS SCH DIST Go 5.0000% 05/01/28 MN - MUNI BoND P08/9/201608/10/2016$50,001 - $100,000 FILING STATUS: New Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account Williams Partners, L.P. Common Units Representing Limited Partner Interests (WPZ) | Sell | SP | $15,001 - $50,000 | house_20005790 ↗ |
| Thu, Jul 28, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20005633 ↗ |
| Fri, Jul 22, 2016 | — 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 SoUTH LYoN MICH CMNTY SCHS Go 5% 05/01/23 MN - MUNI BoND | Buy | — | $100,001 - $250,000 | house_20005633 ↗ |
| Tue, Jul 19, 2016 | — ALLENDALE MICH PUB SCH DIST Go 5% 05/01/23 MN - MUNI BoND P07/6/201607/7/2016$1,000,001 - $5,000,000 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 BAD AXE MICH PUB SCHS Go 4% 05/01/23 MN - MUNI BoND | Buy | — | $100,001 - $250,000 | house_20005633 ↗ |
| Tue, Jul 19, 2016 | GS Revocable Living Trusts > The David A. Trott Revocable Trust UTA DTD 6/11/93 (100% interest) > Goldman Sachs & Co. Brokerage Account GALESBURG-AUGUSTA MICH CMNTY Go 2.0000% 05/01/19 MN - MUNI BoND | Buy | — | $100,001 - $250,000 | house_20005633 ↗ |
| Mon, Jul 18, 2016 | — 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 RoYAL BANK oF CANADA LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 2166.89 0% DUE 09/21/2018 | Buy | — | $250,001 - $500,000 | house_20005633 ↗ |
| Thu, Jul 14, 2016 | — 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 LAKE FENToN MICH CMNTY SCHS Go 4.0000% 05/01/23 MN - MUNI BoND | Buy | — | $100,001 - $250,000 | house_20005633 ↗ |
| Tue, Jul 12, 2016 | — X INDEX S07/6/201607/7/2016$1,001 - $15,000 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 @ 205 EXP 09/30/2016 - CBoE MINI SPX INDEX | Sell | SP | $1,001 - $15,000 | house_20005633 ↗ |
| Wed, Jun 29, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20005441 ↗ |
| Wed, Jun 22, 2016 | — HSbC USA INC. LINKED To S&P 500 INDEX bUFFERED CAPPED bETA 0% STRUCTURED NoTE DUE 08/27/2018 | Buy | — | $250,001 - $500,000 | house_20005441 ↗ |
| Wed, Jun 22, 2016 | — Toucan Family LLC LINKED To S&P 500 INDEX bUFFERED CAPPED bETA 0% STRUCTURED NoTE DUE 08/27/2018 | Buy | — | $250,001 - $500,000 | house_20005441 ↗ |
| Thu, Jun 16, 2016 | — X INDEX | Sell | SP | $1,001 - $15,000 | house_20005441 ↗ |
| Thu, May 26, 2016 | — Toucan Family LLC LAPEER MICH CMNTY SCHS Go boNDS 5.0000% 05/01/22 MN | Buy | — | $250,001 - $500,000 | house_20005261 ↗ |
Assets traded
Transaction counts from published filings; this is not a current holdings portfolio.