David A. Trott

Republican — R–MI-11 · U.S. House · serving since 2015 · member ID T000475

Disclosures: 644; 47 filings · 0 paper · retained
Purchases minus sales over the trailing 12 months, summed from the statutory ranges on each filing — an interval, not an estimate of value.: —; purchases − sales · an interval
Distinct tickers: 37; across every disclosed row
Late filings: 0; filed past the 45-day window

Flows from periodic transaction reports · House Clerk + Senate eFD · Amounts are statutory ranges; totals on this page are therefore ranges too. Amount ranges ↗ · every row retains its receipt

Disclosed flow by quarter

bar = [min, max] of bucket sums · flow range = sum of statutory bucket bounds — an interval, not an estimate of value; derived by Public Filings from the disclosed ranges

No disclosed purchases or sales were traded in the chart window, 25Q1–26Q4 (2025-01-01 through 2026-10-01, the build date). Most recent disclosed trade: 2018-11-30 — the full history is in the tables below. 5 rows have no parseable trade date.

gaps are gaps — no interpolation · y from $0 · no midpoints — bar spans the disclosed bounds · 5 rows with no parseable trade date excluded · source: House Clerk + Senate eFD

Net disclosed flow by ticker

PTRs are flows, not holdings — this table nets disclosed flow intervals; it is NOT a portfolio and cannot become one without the member's annual FD report · 396 rows disclose no ticker and are outside this tableALL DISCLOSED HISTORY · net range

Net disclosed flow by ticker for David A. Trott
Net	Ticker	The issuer as the ticker's newest trade names it, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. No code is shown as words here, since the row nets every trade in the ticker. A name that differs from the filing in any other way is a button: its note gives the text as filed and its code. The filing itself is the exact record.	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero	Buys	Sells	net disclosed flow = sum of purchase bucket bounds minus sum of sale bucket bounds, as a net range `net = [pL−sU, pU−sL]`. A side with no rows has summed zero — a fact, not an absence. A row with any wholly-undisclosed amount on either side is not rankable and sits in the labeled bucket below the ranked rows, never coerced to zero·§	Last traded
NET BUY	ETP	Energy Transfer Partners, L.P. Common Units representing limited partner interests	Purchases $66K–$165K; sales —	3	0	$66.0K to $165K net accumulation	2018-10-19
NET BUY	BPL	As filed: buckeye Partners L.P. (bPL)	Purchases $64K–$260K; sales —	8	0	$64.0K to $260K net accumulation≈	2015-10-14
NET BUY	AM	Antero Midstream Partners LP Common Units representing limited partner interests	Purchases $50K–$400K; sales —	22	0	$50.0K to $400K net accumulation≈	2016-04-11
NET BUY	PAA	Plains All American Pipeline, L.P.	Purchases $151K–$365K; sales $31K–$115K	3	3	$36.0K to $334K net accumulation≈	2016-09-16
NET BUY	TLLP	Tesoro Logistics LP Common Units representing Limited Partner Interests	Purchases $22K–$155K; sales —	8	0	$22.0K to $155K net accumulation≈	2015-10-12
NET BUY	DPM	DCP Midstream Partners, LP DCP Midstream Partnership, LP Common Units	Purchases $16K–$65K; sales —	2	0	$16.0K to $65.0K net accumulation≈	2016-04-25
NET BUY	AMGP	As filed: Antero Midstream gP LP Common Shares of Beneficial Interests (AMgP)	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2017-12-21
NET BUY	ENB	Enbridge Inc	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2018-09-20
NET BUY	GEL	As filed: genesis Energy, L.P. Common Units (gEL)	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2015-07-17
NET BUY	SHLX	Shell Midstream Partners, L.P. Common Units representing Limited Partner Interests	Purchases $15K–$50K; sales —	1	0	$15.0K to $50.0K net accumulation≈	2018-09-17
NET BUY	EQGP	As filed: EQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]	Purchases $24K–$185K; sales $1K–$15K	10	1	$9.0K to $184K net accumulation≈	2018-11-30
NET BUY	MPLX	MPLX LP Common Units Representing Limited Partner Interests	Purchases $67K–$180K; sales $16K–$65K	4	2	$2.0K to $164K net accumulation≈	2018-09-11
NET BUY	ET	Energy Transfer LP Common Units	Purchases $1K–$15K; sales —	1	0	$1.0K to $15.0K net accumulation≈	2018-11-01
± net range spans zero	NBLX	Noble Midstream Partners LP Common Units Representing Limited Partner Interests	Purchases $15K–$50K; sales $1K–$15K	1	1	$0 to $49.0K≈	2018-09-11
FLAT the net range spans zero	ACMP	Access Midstream Partners, L.P. Common Units Representing Limited Partner Interests	Purchases —; sales —	0	0	$0≈	2015-02-02
FLAT the net range spans zero	APL	Atlas Pipeline Partners, L.P. Common Units, No Par Value	Purchases —; sales —	0	0	$0≈	2015-03-03
FLAT the net range spans zero	MWE	MarkWest Energy Partners, LP Common units representing limited partnership units	Purchases —; sales —	0	0	$0≈	2015-12-04
± net range spans zero	EQM	EQM Midstream Partners, LP Common Units representing Limited Partner Interests	Purchases $47K–$180K; sales $15K–$50K	5	1	−$3.0K to $165K≈	2018-10-23
NET SELL	RMP	Rice Midstream Partners LP Common Units representing limited partner interests	Purchases —; sales $1K–$15K	0	1	−$15.0K to −$1.0K net disposal≈	2018-07-23
± net range spans zero	VLP	Valero Energy Partners LP Common Units representing limited partner interests	Purchases $44K–$310K; sales $4K–$60K	16	4	−$16.0K to $306K≈	2018-11-20
± net range spans zero	TRP	TransCanada Corporation	Purchases $31K–$115K; sales $15K–$50K	3	1	−$19.0K to $100K≈	2018-09-20
NET SELL	TRGP	As filed: Targa Resources, Inc. (TRgP)	Purchases —; sales $15K–$50K	0	1	−$50.0K to −$15.0K net disposal≈	2016-02-19
NET SELL	OKS	As filed: oNEoK Partners, L.P. (oKS)	Purchases —; sales $16K–$65K	0	2	−$65.0K to −$16.0K net disposal≈	2017-06-30
± net range spans zero	CPPL	Columbia Pipeline Partners LP Common Units representing Limited Partner Interests	Purchases $11K–$165K; sales $17K–$80K	11	3	−$69.0K to $148K≈	2015-10-19
± net range spans zero	ANDX	Andeavor Logistics LP Common Units representing Limited Partner Interests	Purchases $15K–$50K; sales $30K–$100K	1	2	−$85.0K to $20.0K≈	2018-09-18
± net range spans zero	MMP	Magellan Midstream Partners L.P. Limited Partnership	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2018-09-21
± net range spans zero	WMB	Williams Companies, Inc.	Purchases $15K–$50K; sales $50K–$100K	1	1	−$85.0K to $0≈	2018-09-18
± net range spans zero	PSXP	Phillips 66 Partners LP Common Units representing limited partner interest in the Partnership	Purchases $64K–$310K; sales $45K–$150K	15	3	−$86.0K to $265K≈	2018-09-19
± net range spans zero	EPD	Enterprise Products Partners L.P.	Purchases $102K–$230K; sales $80K–$200K	4	3	−$98.0K to $150K≈	2016-09-28
NET SELL	OKE	As filed: oNEoK, Inc. (oKE) [ST]	Purchases —; sales $30K–$100K	0	2	−$100K to −$30.0K net disposal≈	2018-09-10
± net range spans zero	RRMS	Rose Rock Midstream, L.P. Common Units Representing Limited Partner Interests	Purchases $1K–$15K; sales $10K–$150K	1	10	−$149K to $5.0K≈	2016-01-08
NET SELL	SXL	Energy Transfer Partners, L.P. Common Units representing limited partner interests (ETP) - (formerly known as Sunoco Logistics Partners LP Common Units representing limited partner interests (SXL))	Purchases —; sales $10K–$150K	0	10	−$150K to −$10.0K net disposal≈	2017-04-28
NET SELL	WES	Western gas Partners, LP Limited Partner Interests	Purchases —; sales $65K–$150K	0	2	−$150K to −$65.0K net disposal≈	2018-09-17
NET SELL	NGLS	As filed: Targa Resources Partners LP Common Units Representing Limited Partnership Interests (NgLS)	Purchases —; sales $47K–$180K	0	5	−$180K to −$47.0K net disposal≈	2016-02-17
NET SELL	NGL	As filed: NgL ENERgY PARTNERS LP Common Units representing Limited Partner Interests (NgL)	Purchases —; sales $22K–$330K	0	22	−$330K to −$22.0K net disposal≈	2015-10-29
NET SELL	WPZ	Williams Partners, L.P. Common Units Representing Limited Partner Interests	Purchases $15K–$50K; sales $161K–$415K	1	7	−$400K to −$111K net disposal≈	2018-08-10
NET SELL	ETE	Energy Transfer Equity, L.P. Energy Transfer Equity, L.P. Common Units representing Limited Partnership interests	Purchases —; sales $142K–$530K	0	15	−$530K to −$142K net disposal≈	2016-02-08

1–20 of 37 tickers

Trading profile

VS HOUSE MEDIAN · TICK = MEDIAN · 298 MEMBERS

median days between trade date and filing date, over rows that disclose both: +20dfaster than chamber — median +28d
machine-readable transaction rows per distinct source filing: 14far above median — median 3.2
rows whose disclosed bracket tops out at $15,000: 42%larger lots — median 69%
purchases as a share of all disclosed rows — a count of disclosures, not of dollars: 55%above median — median 47%
rows with no spouse (SP), dependent-child (DC) or joint (JT) owner code: 100%mostly self-owned — median 97%

distinct default-view filings for this member, including paper (needs-OCR) filings that carry zero machine-readable rows: 47 · transactions: 644 · sum of statutory bucket bounds over the trailing 12 months — an interval, not an estimate of value: — · median days between trade date and filing date, over rows that disclose both: +20d · rows filed past the STOCK Act's 45-day window: 0

Medians are per member across the 298 House members with disclosed rows in this build — one observation each, so a high-volume filer does not become the chamber. Statistics describe the filing record, never intent.

Sector mix

taxonomy v1 · SIC as of 2026-10-01

Disclosed transactions by issuer sector
Sector	Trades	Flow range
Transportation, Communications, Electric, Gas, and Sanitary Services	82	$1.1M–$3.5M
no ticker disclosed coverage	396	Over $42.1M
ticker not resolved to an issuer coverage	166	$2.3M–$7.3M

Sector comes from SEC EDGAR SIC codes through the site's own taxonomy; rows without a sector are listed as coverage, never folded into a sector.

All disclosed transactions

644 rows · filed date desc · as of 2026-10-01 13:54 UTC

All disclosed transactions for David A. Trott
Kind	Ticker	The asset as filed, without the parts that repeat the row: a trailing “(TICKER)” that is the row's ticker, the stock code “[ST]” when it is the row's type (“Stocks (including ADRs)” in the House Clerk's list of asset type codes), and a trailing “Common Stock” or “Ordinary Shares”. Any other code is shown as its words from that list; a code not on it keeps its brackets. A name that differs from the filing in any other way is a button: its note gives the text as filed. The filing itself is the exact record.	Filings under this member include transactions by spouse (SP), dependent children (DC), and joint accounts (JT) — the STOCK Act does not distinguish who directed a trade. Owner codes ↗	Range	Amount range	Traded → Filed	Source
SELL	EQGP	As filed: EQgP Holdings, LP Common Units representing limited partner interests (EQgP) [ST]	partial (partial sale)	$1K–$15K		Traded 2018-11-30 → Filed 2018-12-07 +7d	PTR ↗
BUY	—	As filed: JPMoRgAN CHASE & Co. LINKED To BASKET oF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NoTE DUE 02/20/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-11-27 → Filed 2018-12-07 +10d	PTR ↗
BUY	—	As filed: JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NoTE DUE 01/22/2021 [CS]	—	$50K–$100K	no ticker	Traded 2018-11-20 → Filed 2018-12-07 +17d	PTR ↗
SELL	—	As filed: PUT/XSP @ 258 EXP 12/14/2018 - CBoE MINI SPX INDEX [oT]	partial (partial sale)	$1K–$15K	no ticker	Traded 2018-11-20 → Filed 2018-12-07 +17d	PTR ↗
SELL	VLP	Valero Energy Partners LP Common Units representing limited partner interests	partial (partial sale)	$1K–$15K		Traded 2018-11-20 → Filed 2018-12-07 +17d	PTR ↗
BUY	—	As filed: PUT/XSP @ 281 EXP 11/23/2018 - CBoE MINI SPX INDEX [oT]	—	$15K–$50K	no ticker	Traded 2018-11-20 → Filed 2018-12-07 +17d	PTR ↗
BUY	—	As filed: BoFA FINANCE LLC LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NoTE DUE 10/27/2020 [CS]	—	$250K–$500K	no ticker	Traded 2018-11-14 → Filed 2018-12-07 +23d	PTR ↗
SELL	—	As filed: PUT/XSP @ 266 EXP 12/28/2018 - CBoE MINI SPX INDEX [oT]	partial (partial sale)	$15K–$50K	no ticker	Traded 2018-11-14 → Filed 2018-12-07 +23d	PTR ↗
BUY	—	As filed: PUT/XSP @ 279 EXP 11/16/2018 - CBoE MINI SPX INDEX [oT]	—	$15K–$50K	no ticker	Traded 2018-11-14 → Filed 2018-12-07 +23d	PTR ↗
SELL	VLP	Valero Energy Partners LP Common Units representing limited partner interests	partial (partial sale)	$1K–$15K		Traded 2018-11-14 → Filed 2018-12-07 +23d	PTR ↗
BUY	—	As filed: THE BANK oF NoVA SCoTIA LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 11/25/2020 [CS]	—	$50K–$100K	no ticker	Traded 2018-11-07 → Filed 2018-12-07 +30d	PTR ↗
BUY	—	As filed: JENISoN MICH PUB SCHS go 5% 05/01/23 MN - MUNI BoND [gS]	—	$100K–$250K	no ticker	Traded 2018-11-06 → Filed 2018-12-07 +31d	PTR ↗
BUY	ET	Energy Transfer LP Common Units	—	$1K–$15K		Traded 2018-11-01 → Filed 2018-12-07 +36d	PTR ↗
BUY	—	As filed: JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 04/22/2020 [CS]	—	$50K–$100K	no ticker	Traded 2018-11-01 → Filed 2018-12-07 +36d	PTR ↗
SELL	—	As filed: PUT/XSP @ 255 EXP 12/07/2018 - CBoE MINI SPX INDEX [oT]	partial (partial sale)	$1K–$15K	no ticker	Traded 2018-10-30 → Filed 2018-11-06 +7d	PTR ↗
BUY	—	As filed: PUT/XSP @ 286 EXP 11/02/2018 - CBoE MINI SPX INDEX [oT]	—	$50K–$100K	no ticker	Traded 2018-10-30 → Filed 2018-11-06 +7d	PTR ↗
SELL	—	As filed: gRAND RAPIDS MICH CMNTY go 5% 05/01/20 MN - MUNI BoND [gS]	partial (partial sale)	$100K–$250K	no ticker	Traded 2018-10-24 → Filed 2018-11-06 +13d	PTR ↗
SELL	—	As filed: CoNN ST go 5% 06/01/22 JD - MUNI BoND [gS]	—	$250K–$500K	no ticker	Traded 2018-10-24 → Filed 2018-11-06 +13d	PTR ↗
SELL	—	As filed: MICHIgAN FIN AUTH REV REV 5% 10/01/20 Ao - MUNI BoND [gS]	partial (partial sale)	$100K–$250K	no ticker	Traded 2018-10-24 → Filed 2018-11-06 +13d	PTR ↗
SELL	—	As filed: KALAMAZoo MICH PUB SCHS go 5% 05/01/21 MN - MUNI BoND [gS]	partial (partial sale)	$250K–$500K	no ticker	Traded 2018-10-24 → Filed 2018-11-06 +13d	PTR ↗
BUY	EQM	EQM Midstream Partners, LP Common Units representing Limited Partner Interests	—	$1K–$15K		Traded 2018-10-23 → Filed 2018-11-06 +14d	PTR ↗
SELL	VLP	Valero Energy Partners LP Common Units representing limited partner interests	partial (partial sale)	$1K–$15K		Traded 2018-10-23 → Filed 2018-11-06 +14d	PTR ↗
BUY	—	As filed: PUT/XSP @ 283 EXP 10/26/2018 - CBoE MINI SPX INDEX [oT]	—	$15K–$50K	no ticker	Traded 2018-10-23 → Filed 2018-11-06 +14d	PTR ↗
BUY	—	As filed: CREDIT SUISSE Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 11/20/2019 [CS]	—	$50K–$100K	no ticker	Traded 2018-10-23 → Filed 2018-11-06 +14d	PTR ↗
SELL	—	As filed: PUT/XSP @ 260 EXP 01/18/2019 - CBoE MINI SPX INDEX [oT]	partial (partial sale)	$15K–$50K	no ticker	Traded 2018-10-23 → Filed 2018-11-06 +14d	PTR ↗
BUY	—	As filed: PLYMoUTH-CANToN MICH CMNTY SCH go 5% 05/01/23 MN - MUNI BoND [gS]	—	$100K–$250K	no ticker	Traded 2018-10-22 → Filed 2018-11-06 +15d	PTR ↗
EXCHANGE	ET	Energy Transfer LP Common Units	—	$100K–$250K		Traded 2018-10-19 → Filed 2018-11-06 +18d	PTR ↗
EXCHANGE	ETP	Energy Transfer Partners, L.P. Common Units representing limited partner interests	—	$100K–$250K		Traded 2018-10-19 → Filed 2018-11-06 +18d	PTR ↗
BUY	—	As filed: JPMoRgAN CHASE & Co. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 11/20/2019 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: BoFA FINANCE LLC LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 01/23/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/22/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: CITIgRoUP INC. LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 04/22/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: CREDIT SUISSE Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 08/20/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
SELL	—	As filed: JACKSoNVILLE FLA SPL REV REV 5% 10/01/25 Ao - MUNI BoND [gS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: THE BANK oF NoVA SCoTIA LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 10/21/2020 [CS]	—	$100K–$250K	no ticker	Traded 2018-10-18 → Filed 2018-11-06 +19d	PTR ↗
BUY	—	As filed: MATTAWAN MICH CoNS SCH DIST go 5% 05/01/25 MN - MUNI BoND [gS]	—	$50K–$100K	no ticker	Traded 2018-10-17 → Filed 2018-11-06 +20d	PTR ↗
BUY	—	As filed: PUT/XSP @ 276 EXP 10/19/2018 - CBoE MINI SPX INDEX [oT]	—	$1K–$15K	no ticker	Traded 2018-10-17 → Filed 2018-11-06 +20d	PTR ↗
SELL	—	As filed: PUT/XSP @ 268 EXP 12/21/2018- CBoE MINI SPX INDEX [oT]	partial (partial sale)	$1K–$15K	no ticker	Traded 2018-10-17 → Filed 2018-11-06 +20d	PTR ↗
SELL	—	As filed: CREDIT SUISSE Ag LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 03/13/2020 [CS]	partial (partial sale)	$50K–$100K	no ticker	Traded 2018-10-16 → Filed 2018-11-06 +21d	PTR ↗
BUY	—	As filed: UBS Ag LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 06/18/2020 [CS]	—	$50K–$100K	no ticker	Traded 2018-10-16 → Filed 2018-11-06 +21d	PTR ↗
SELL	—	As filed: ToRoNTo DoMINIoN BANK LINKED To S&P 500 INDEX BUFFERED CAPPED BETA, 2901.52 STRUCTURED NoTE DUE 06/03/2020 [CS]	partial (partial sale)	$250K–$500K	no ticker	Traded 2018-10-16 → Filed 2018-11-06 +21d	PTR ↗
SELL	—	As filed: SoCIETE gENERALE LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 07/11/2019 [CS]	partial (partial sale)	$100K–$250K	no ticker	Traded 2018-10-16 → Filed 2018-11-06 +21d	PTR ↗
SELL	—	As filed: CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 05/28/2020 [CS]	—	$250K–$500K	no ticker	Traded 2018-10-16 → Filed 2018-11-06 +21d	PTR ↗
BUY	—	As filed: BNP PARIBAS LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER 0% STRUCTURED NoTE DUE 09/11/2020 [CS]	—	$50K–$100K	no ticker	Traded 2018-10-09 → Filed 2018-11-06 +28d	PTR ↗
BUY	—	As filed: CREDIT SUISSE Ag LINKED To S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NoTE DUE 03/13/2020 [CS]	—	$250K–$500K	no ticker	Traded 2018-10-05 → Filed 2018-11-06 +32d	PTR ↗
BUY	—	As filed: CANADIAN IMPERIAL BANK oF CoMM LINKED To S&P 500 INDEX CNTNgNT CPN W BUFFER, 0% STRUCTURED NoTE DUE 02/20/2020 [CS]	—	$50K–$100K	no ticker	Traded 2018-10-05 → Filed 2018-11-06 +32d	PTR ↗
SELL	—	As filed: PUT/XSP @ 281 EXP 11/23/2018 - CBoE MINI SPX INDEX [oT]	partial (partial sale)	$1K–$15K	no ticker	Traded 2018-10-04 → Filed 2018-11-06 +33d	PTR ↗
BUY	—	As filed: HASLETT MICH PUB SCH DIST go 5% 05/01/26 MN - MUNI BoND [gS]	—	$100K–$250K	no ticker	Traded 2018-10-04 → Filed 2018-11-06 +33d	PTR ↗
BUY	—	As filed: MADISoN WIS go 4% 10/01/25 Ao - MUNI BoND [gS]	—	$50K–$100K	no ticker	Traded 2018-10-04 → Filed 2018-11-06 +33d	PTR ↗
BUY	—	As filed: UNIVERSITY MICH UNIV REVS REV 5% 04/01/23 Ao - MUNI BoND [gS]	—	$500K–$1M	no ticker	Traded 2018-10-03 → Filed 2018-11-06 +34d	PTR ↗

Each row is the latest version of its filing: an amendment replaces the original it supersedes, and the original stays in the published record. · what's excluded ↗

Filing history

SOURCE REPORTS · FILED ↓

Filing history
Filed	Rows	Receipt
2018-12-07	14	PTR ↗
2018-11-06	39	PTR ↗
2018-10-05	32	PTR ↗
2018-09-07	12	PTR ↗
2018-08-07	10	PTR ↗
2018-07-06	7	PTR ↗
2018-06-05	16	PTR ↗
2018-05-04	10	PTR ↗
2018-04-06	10	PTR ↗
2018-03-06	9	PTR ↗
2018-02-06	6	PTR ↗
2018-01-05	12	PTR ↗
2017-12-06	12	PTR ↗
2017-11-06	12	PTR ↗
2017-10-06	2	PTR ↗
2017-09-06	6	PTR ↗
2017-08-04	6	PTR ↗
2017-07-06	9	PTR ↗
2017-06-06	15	PTR ↗
2017-05-05	7	PTR ↗
2017-04-06	5	PTR ↗
2017-03-06	8	PTR ↗
2017-02-06	15	PTR ↗
2017-01-05	14	PTR ↗
2016-12-02	9	PTR ↗
2016-11-03	7	PTR ↗
2016-10-05	13	PTR ↗
2016-09-02	8	PTR ↗
2016-08-03	10	PTR ↗
2016-07-05	6	PTR ↗
2016-06-03	15	PTR ↗
2016-05-04	19	PTR ↗
2016-04-04	5	PTR ↗
2016-03-07	11	PTR ↗
2016-02-02	6	PTR ↗
2016-01-08	16	PTR ↗
2015-12-02	9	PTR ↗
2015-11-03	52	PTR ↗
2015-10-06	41	PTR ↗
2015-09-03	32	PTR ↗
2015-08-05	51	PTR ↗
2015-07-02	4	PTR ↗
2015-06-02	8	PTR ↗
2015-05-01	5	PTR ↗
2015-04-01	9	PTR ↗
2015-03-03	9	PTR ↗
2015-02-02	11	PTR ↗

1–12 of 47 filings

Signals

window 2026-07-03 → 2026-10-01

No signals for this member in the retained window — a computed answer over the rules on /signals, not an absence of coverage.

PLANNED annual holdings · 13F overlap

Recent disclosures and committee context

Largest recent disclosures

trailing 90d · lower bound

No rankable disclosures in the trailing 90 days.

Committees · jurisdiction overlap

membership snapshot 2026-10-01 · jurisdiction mapping v1

No committee memberships on record in the snapshot.

No disclosed trades fall inside this member's committee jurisdictions as of their trade dates · 82 trades predate the membership snapshot's validity window and are unanswerable, not cleared.

A jurisdiction overlap is context, not an accusation: it establishes and implies no legal, ethical, or causal conflict. It states only that the issuer's sector falls within a committee this member sat on as of the trade date, per the sources and mapping versions shown.

Additional disclosure analysis

Most-disclosed tickers

trailing 24m

No tickers disclosed in the trailing 24 months.

Disclosed transactions

644 reported transactions

Amounts are the ranges in the filing. Purchases and sales are disclosures, not a statement of current holdings.

Reporting window

Published 2026-10-01

Trade date and filing date are retained separately. Late and unparseable records stay identified in the data.

Holdings coverage

Annual holdings are not in this view

Periodic transaction reports do not establish a portfolio. Annual holdings and reconciliation require annual financial-disclosure records.