House · Republican · MI-11 · in the House since 2015 · Latest annual report · trott.house.gov
From the annual report filed May 1, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Toucan Family, LLC (Investments) - *SEE APPENDIX A [OT] | $25M – $50M | Self |
| GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS P (EIF) [MF] | $5M – $25M | Self |
| ATTORNEYS TITLE AGENCY LLC (TITLE CO.) [OL] | $5M – $25M | Self |
| GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS P (EIF) [MF] | $5M – $25M | Self |
| ATTORNEYS TITLE AGENCY LLC (TITLE CO.) [OL] | $5M – $25M | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Jan 3, 2019 | Not linked to a company WooDHAVEN BRNSTN MI SCH DST go 4.0000% 05/01/19 MN - MUNI BoND [gS] | Buy · Government bond | $15K – $50K | Self | Filing |
| Jan 3, 2019 | Not linked to a company PUT/XSP @ 262 EXP 01/04/2019 - CBoE MINI SPX INDEX [oT] | Buy · Other | $50K – $100K | Self | Filing |
| Jan 3, 2019 | Not linked to a company PUT/XSP @ 235 EXP 02/22/2019 - CBoE MINI SPX INDEX [oT] | Partial sale · Other | $1K – $15K | Self | Filing |
| Jan 3, 2019 | Not linked to a company NEW MEXICo ST go 5% 03/01/25 MS - MUNI BoND [gS] | Buy · Government bond | $250K – $500K | Self | Filing |
| Jan 3, 2019 | Not linked to a company BRIgHToN MICH AREA SCH DIST go 5.0000% 05/01/20 MN - MUNI BoND [gS] | Buy · Government bond | $15K – $50K | Self | Filing |
| Dec 28, 2018 | Not linked to a company CALEDoNIA MICH CMNTY SCHS go 5% 05/01/25 MN - MUNI BoND [gS] | Buy · Government bond | $15K – $50K | Self | Filing |
| Dec 26, 2018 | Not linked to a company PUT/XSP @ 266 EXP 12/28/2018 - CBoE MINI SPX INDEX [oT] | Buy · Other | $50K – $100K | Self | Filing |
| Dec 26, 2018 | Not linked to a company PUT/XSP @ 225 EXP 02/01/2019 - CBoE MINI SPX INDEX [oT] | Partial sale · Other | $1K – $15K | Self | Filing |
| Dec 21, 2018 | Not linked to a company CITIgRoUP INC. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 01/31/2020 | Buy · Corporate bond | $100K – $250K | Self | Filing |
| Dec 20, 2018 | Valero Energy Partners LP | Sale · Stock | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 31, 2018 | FEDERATED GOVT OBLIGS FUND PREMIER CLASS (EIF) | Buy · Mutual fund | $1K – $15K | Self | 2019 Annual Report filed May 1, 2019 |
| Dec 28, 2018 | GS STRATEGIC INCOME FUND CLASS P (EIF) | Buy · Mutual fund | $1K – $15K | Self | 2019 Annual Report filed May 1, 2019 |
| Dec 28, 2018 | GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS P (EIF) | Buy ×2 · Mutual fund | $1K – $15K each | Self | 2019 Annual Report filed May 1, 2019 |
| Dec 28, 2018 | GS ENHANCED DIVIDEND GLOBAL EQUITY PORTFOLIO CLASS P (EIF) | Buy · Mutual fund | $15K – $50K | Self | 2019 Annual Report filed May 1, 2019 |
From David A. Trott's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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