Peter Meijer R

Republican representative for Michigan (MI-3) (former), in the House since Jan 3, 2021.

Among all 440 members

Each dot is a member; Meijer is the ringed one. Hover or tap a dot for who it is.

Raised

Their campaign's receipts in its latest two-year period (FEC); a log scale

Votes with their party

On party votes in the 119th Congress: most Democrats against most Republicans

Missed votes

Share of the 119th Congress's roll calls they didn't vote on

Lobbyists' giving

Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale

Money from out of state

Share of their itemized individual contributions from donors outside their state, latest period (FEC)

Bills sponsored

In the 119th Congress (GovInfo's bill records)

Voting record

Voteview's DW-NOMINATE first dimension, from every roll call they cast

Where their campaign money comes from

Individuals
PACs
Parties
Candidate's own money
Other

2025–26

2023–24

$10K

2021–22

$3.1M

See the data

Period	Raised	Individuals	PACs	Parties	Own money	Spent	Cash	Outside for	Outside against
2025–26	$0	$0	$0	$0	$0	$0	$10,909	$0	$0
2023–24	$10,310	$522	$2,000	$0	$0	$104,230	$10,909	$0	$0
2021–22	$3,137,974	$1,881,540	$919,296	$0	$100,000	$3,121,345	$104,828	$1,332,883	$31,008

FEC totals through Sep 30, 2026.

Who gives to them

Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Michigan versus everywhere else, each period.

From Michigan
From out of state

2023–24

$500

2021–22

$907K

Where it came from

Less
More
Their state

Their donors' employers

Employers as donors wrote them, 2021 on (retired and not employed donors aside).

MEIJER

$23K

ENTREPRENEUR

$18K

BLUE CROSS BLUE SHIELD OF MICHIGAN

$13K

MEIJER INC

$12K

EDW C LEVY CO

$12K

SSJ GROUP

$12K

PVS CHEMICALS INC

$12K

MAPLE48

$12K

JSJ CORPORATION

$12K

COVE HILL PARTNERS

$12K

ATTICO VENTURES

$12K

BERGER CHEVROLET INC

$11K

The largest donors, and the numbers

Period	Itemized	Contributions	From MI	Retired donors
2023–24	$500	1	100%	100%
2021–22	$907,374	519	65%	20%

Donor	Where	Employer, occupation	Total
WEINER, S EVAN MR.	FRANKLIN, MI	EDW. C. LEVY CO, PRESIDENT	$11,800
BALSON, ANDREW	NEWTON, MA	COVE HILL PARTNERS, PARTNER	$11,600
FISCHER, DAVID T	TROY, MI	MAPLE48, CHAIRMAN	$11,600
JACOBSON, NELSON C MR.	GRAND HAVEN, MI	JSJ CORPORATION, CEO	$11,600
KEYES, RICHARD	GRAND RAPIDS, MI	MEIJER, EXECUTIVE	$11,600
SECCHIA, CHARLIE MR.	ADA, MI	ATTICO VENTURES, OWNER	$11,600
WEINER, GWEN S MS.	FRANKLIN, MI	HOMEMAKER, HOMEMAKER	$11,400
BERGER, MATTHEW	GRAND RAPIDS, MI	BERGER CHEVROLET, INC., AUTO RETAILER	$11,000
BOYER, PAUL E MR.	ADA, MI	RETIRED, RETIRED	$8,700
CONNOLLY, JEFFREY	GRAND RAPIDS, MI	BLUE CROSS BLUE SHIELD OF MI, PRESIDENT	$8,700
HOLTON, EARL	GRAND RAPIDS, MI	RETIRED, RETIRED	$8,700
BEHM, DAN	GRAND RAPIDS, MI	RETIRED, RETIRED	$8,000
WENZEL, TODD	GRAND RAPIDS, MI	TODD WENZEL AUTOMOTIVE, CEO	$6,042
BOWDEN, MURRY	HOUSTON, TX	HANOVER COMPANY, CHAIRMAN-FOUNDER	$5,800
BOWEN, DANIEL J	GRAND RAPIDS, MI	DEMPSY VENTURES, OWNER	$5,800
BOWEN, SHARON MS.	GRAND RAPIDS, MI	HOMEMAKER, HOMEMAKER	$5,800
BRIERLEY, HAROLD	DALLAS, TX	THE BRIERLEY GROUP LLC, EXECUTIVE	$5,800
CHAMBERS, JOHN T MR.	PALO ALTO, CA		$5,800
DRESNER, LINDA MS.	BIRMINGHAM, MI	RETIRED, RETIRED	$5,800
FAISON, JAY	CHARLOTTE, NC	CLEARPATH FOUNDATION, DIRECTOR	$5,800
FERNANDEZ, RAUL	WASHINGTON, DC	MONUMENTAL SPORTS ENTMT, VICE CHAIRMAN	$5,800
GILMER, ALLEN	AUSTIN, TX	RETIRED, RETIRED	$5,800
GORDON, DANIEL A MR.	GRAND RAPIDS, MI	GORDON FOOD SERVICE, CHAIRMAN	$5,800
GORDON, MARGUERITE MS.	GRAND RAPIDS, MI	HOMEMAKER, HOMEMAKER	$5,800
JANSMA, SHARIN K	GRAND RAPIDS, MI		$5,800

Their biggest PAC and party givers

REPUBLICANS IN CONGRESS EMPOWERING AMERICA

$15K

FOOD MARKETPLACE INC.

$15K

THE HOME DEPOT INC.

$10K

TARGET CORPORATION

$10K

SEAL PAC SUPPORTING ELECTING AMERICAN LEADERS PAC

$10K

ROCK HOLDINGS INC.

$10K

MICHIGAN SUGAR COMPANY GROWERS ASSOCIATION

$10K

FUTURE FIRST LEADERSHIP PAC

$10K

FORD MOTOR COMPANY

$10K

DTE ENERGY COMPANY

$10K

All 25

Committee	Connected organization	Total	Gifts
REPUBLICANS IN CONGRESS EMPOWERING AMERICA		$15,000	4
FOOD MARKETPLACE INC. POLITICAL ACTION COMMITTEE FMI FOODPAC	FOOD MARKETPLACE INC.	$15,000	3
THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE	THE HOME DEPOT INC.	$10,000	3
TARGET CORPORATION CITIZENS POLITICAL FORUM (TARGETCITIZENS POLITICAL FORUM)	TARGET CORPORATION	$10,000	5
SEAL PAC SUPPORTING ELECTING AMERICAN LEADERS PAC		$10,000	4
ROCK HOLDINGS INC. PAC	ROCK HOLDINGS INC.	$10,000	3
MICHIGAN SUGAR COMPANY GROWERS POLITICAL ACTION COMMITTEE	MICHIGAN SUGAR COMPANY GROWERS ASSOCIATION	$10,000	2
FUTURE FIRST LEADERSHIP PAC		$10,000	2
FORD MOTOR COMPANY CIVIC ACTION FUND	FORD MOTOR COMPANY	$10,000	2
DTE ENERGY COMPANY POLITICAL ACTION COMMITTEE	DTE ENERGY COMPANY	$10,000	2
DELL TECHNOLOGIES, INC. POLITICAL ACTION COMMITTEE	DELL TECHNOLOGIES, INC.	$10,000	3
CONTINUING AMERICA'S STRENGTH AND SECURITY PAC	CASSIDY	$10,000	3
BLUE CROSS BLUE SHIELD OF MICHIGAN PAC		$10,000	3
BASF CORPORATION EMPLOYEES POLITICAL ACTION COMMITTEE	BASF CORPORATION	$10,000	6
ALTICOR, INC. POLITICAL ACTION COMMITTEE ALTIPAC	ALTICOR, INC.	$10,000	3
ITC HOLDINGS CORP. PAC (ITC PAC)	ITC HOLDINGS CORP.	$9,500	4
AMERICA RELOADED		$7,500	3
BUILDING BRIDGES PAC		$7,000	7
WALMART INC. PAC FOR RESPONSIBLE GOVERNMENT	WALMART INC.	$6,000	5
ERNST & YOUNG POLITICAL ACTION COMMITTEE		$6,000	3
WITH HONOR PAC		$5,000	3
VOTE TO ELECT REPUBLICANS NOW PAC (VERN PAC)	VERNON BUCHANAN	$5,000	4
VERIZON COMMUNICATIONS, INC. POLITICAL ACTION COMMITTEE (VERIZON PAC)		$5,000	3
UNITED PARCEL SERVICE INC. PAC	UNITED PARCEL SERVICE INC.	$5,000	4
UNITE AMERICA PAC INC.	DEMOCRATIC PROGRESS	$5,000	3

Outside spending for and against them

Against them
For them

All of it

$1.4M

Who spent it

AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION

$442K

PRINCIPLED LEADERSHIP FOR MICHIGAN

$360K

ELECT PRINCIPLED VETERANS FUND (EPV FUND)

$350K

DEFENDING MAIN STREET SUPERPAC INC.

$149K

CONSERVATIVE VALUES PAC

$31K

AMERICAN PRINCIPLES PROJECT PAC

$31K

RIGHT TO LIFE OF MICHIGAN VICTORY FUND

$721

PLANNED PARENTHOOD VOTES

See the data

Spender	For or against	Total	Reports
AMERICANS FOR PROSPERITY ACTION, INC. (AFP ACTION) DBA CVA ACTION AND DBA LIBRE ACTION	for	$441,995	50
PRINCIPLED LEADERSHIP FOR MICHIGAN	for	$360,174	10
ELECT PRINCIPLED VETERANS FUND (EPV FUND)	for	$349,879	1
DEFENDING MAIN STREET SUPERPAC INC.	for	$149,015	1
CONSERVATIVE VALUES PAC	for	$31,099	5
AMERICAN PRINCIPLES PROJECT PAC	against	$31,000	1
RIGHT TO LIFE OF MICHIGAN VICTORY FUND	for	$721	9
PLANNED PARENTHOOD VOTES	against	$8	1

What lobbyists report giving them

By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).

DTE ENERGY

$20K

BLUE CROSS BLUE SHIELD OF MICHIGAN

$20K

MGM RESORTS INTERNATIONAL

$18K

ROCK CENTRAL

$15K

GENERAL MOTORS COMPANY

$15K

DELTA AIR LINES, INC.

$15K

AMAZON.COM SERVICES LLC

$15K

FORD MOTOR COMPANY

$14K

THE HOME DEPOT

$13K

NEW YORK LIFE INSURANCE COMPANY

$13K

All 25

Registrant	Total	Items	First	Latest
DTE ENERGY	$20,000	4	May 21, 2021	Mar 28, 2022
BLUE CROSS BLUE SHIELD OF MICHIGAN	$20,000	5	Mar 29, 2021	Feb 23, 2022
MGM RESORTS INTERNATIONAL	$17,500	7	Sep 28, 2021	Oct 3, 2022
ROCK CENTRAL	$15,000	4	Sep 28, 2021	Jun 22, 2022
GENERAL MOTORS COMPANY	$15,000	3	Jun 11, 2021	Feb 23, 2022
DELTA AIR LINES, INC.	$15,000	3	Jun 9, 2021	May 19, 2022
AMAZON.COM SERVICES LLC	$15,000	3	May 10, 2021	Feb 24, 2022
FORD MOTOR COMPANY	$13,500	4	Jun 29, 2021	Mar 23, 2022
THE HOME DEPOT	$12,500	4	Sep 21, 2021	Feb 25, 2022
NEW YORK LIFE INSURANCE COMPANY	$12,500	3	Mar 24, 2021	Jan 26, 2022
HONEYWELL INTERNATIONAL	$12,000	6	Mar 29, 2021	May 26, 2022
GOOGLE CLIENT SERVICES LLC	$10,500	5	Mar 19, 2021	Jun 9, 2022
FOOD MARKETPLACE INC.	$10,500	3	Jun 14, 2021	Jul 20, 2022
UPS (UNITED PARCEL SERVICE)	$10,000	6	Aug 17, 2021	Jun 3, 2022
TARGET CORPORATION	$10,000	5	Jun 15, 2021	Apr 26, 2022
NATIONAL BEER WHOLESALERS ASSOCIATION	$10,000	4	Mar 11, 2021	Mar 4, 2022
HUNTINGTON BANCSHARES INCORPORATED	$10,000	8	Mar 3, 2022	Feb 27, 2023
DELL TECHNOLOGIES INC.	$10,000	3	Jan 20, 2022	Apr 3, 2022
CMS ENERGY CORP	$10,000	4	May 26, 2021	Mar 3, 2022
BASF CORPORATION	$10,000	6	May 13, 2021	Jun 17, 2022
AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE	$10,000	4	Feb 10, 2022	Jul 13, 2022
AMERICAN CRYSTAL SUGAR COMPANY	$10,000	2	Apr 7, 2022	May 3, 2022
ALTICOR INC.	$10,000	3	Apr 20, 2021	Mar 7, 2022
ITC HOLDINGS CORP.	$9,500	4	Mar 9, 2021	Mar 21, 2022
AMERICAN HOSPITAL ASSOCIATION	$8,000	5	Sep 29, 2021	Mar 28, 2022

Earmarks they asked for

Congressionally directed spending enacted at their request, alone or with others: 18 earmarks, $26.1M. None went to an organization whose employees are among their donors.

To an organization whose employees gave to them
To one whose lobbying firm's lobbyists gave to them
Other earmarks

FY 2023

$14.3M

FY 2022

$11.8M

Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 17 of theirs went to their donors' employers; chance gives about 0: about what chance gives.

The largest

Mary Free Bed Rehabilitation Hospital

Department of Health and Human Services

$3.0M

Hope Network - Eastpointe Commons: Redeveloping Fulton Manor affordable housing Hope Network

Department of Housing and Urban Development

$3.0M

Site improvements Albion College

Department of Housing and Urban Development

$2.8M

Interurban Transit Partnership (The Rapid) - The Rapid Zero Emission Bus Project Interurban Transit Partnership

Department of Transportation

$2.4M

Davenport University

2 earmarks · Department of Education

$2.1M

Dickman Road / Business Loop Interstate 94 Realignment and Bridge Construction

Department of Transportation

$2.0M

Grand Valley State University

2 earmarks · Department of Education

$2.0M

City of Grand Rapids Water Resource Recovery Facility Groundwater Treatment Project

Environmental Protection Agency

$1.7M

Calhoun County Safe Schools Initiative Calhoun County Sherriff's Department

Department of Justice

$1.7M

Gerald R. Ford International Airport (GRR) Concourse A - Enabling Phases (Expansion & Widening Phase 1, Gate A3 Expansion)

Department of Transportation

$1.3M

All 18

Year	Recipient	Amount	Its lobbying firm gave them
FY 2023	Mary Free Bed Rehabilitation Hospital Mary Free Bed Rehabilitation Hospital, Grand Rapids, MI for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · MI	$3,000,000
FY 2023	Site improvements Albion College Department of Housing and Urban Development · Community Development Fund · MI	$2,800,000
FY 2023	Dickman Road / Business Loop Interstate 94 Realignment and Bridge Construction Department of Transportation · Highway Infrastructure Programs · MI	$2,000,000
FY 2023	City of Grand Rapids Water Resource Recovery Facility Groundwater Treatment Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water State Revolving Fund · MI	$1,700,000
FY 2023	Davenport University Davenport University, Grand Rapids, MI for a dual language education program Department of Education · Higher Education · MI	$1,325,000
FY 2023	Grand Valley State University Grand Valley State University, Allendale, MI for a student development program, including the purchase of supplies and student stipends Department of Education · Elementary and Secondary Education · MI	$1,000,000	POTOMAC STRATEGIC DEVELOPMENT COMPANY, LLC ($5,400)
FY 2023	Lyon Square Urban Park Renovation and Improvement Grand Rapids-Kent County Convention and Arena Authority Department of Housing and Urban Development · Community Development Fund · MI	$1,000,000
FY 2023	Davenport University Davenport University, Grand Rapids, MI for a teacher training program, including scholarships Department of Education · Higher Education · MI	$760,000
FY 2023	Grace Health Grace Health, Battle Creek, MI for facilities Department of Health and Human Services · Health Resources and Services Administration · MI	$525,000
FY 2023	Aquinas College Aquinas College, Grand Rapids, MI for a professional development and curriculum development for a teaching center Department of Education · Higher Education · MI	$185,000
FY 2022	Hope Network - Eastpointe Commons: Redeveloping Fulton Manor affordable housing Hope Network Department of Housing and Urban Development · Community Development Fund · MI	$3,000,000
FY 2022	Interurban Transit Partnership (The Rapid) - The Rapid Zero Emission Bus Project Interurban Transit Partnership Department of Transportation · Transit Infrastructure Grants · MI	$2,355,200
FY 2022	Calhoun County Safe Schools Initiative Calhoun County Sherriff's Department Department of Justice · Byrne · MI	$1,700,000
FY 2022	Gerald R. Ford International Airport (GRR) Concourse A - Enabling Phases (Expansion & Widening Phase 1, Gate A3 Expansion) Department of Transportation · Grants-in-Aid for Airports · MI	$1,294,000
FY 2022	Gerald R. Ford International Airport Emergency Operations Center (EOC) Gerald R Ford International Airport Department of Homeland Security · Emergency Operations Center · MI	$1,000,000
FY 2022	Grand Valley State University Grand Valley State University, Allendale, MI for curriculum, information technology, and equipment for applied research program Department of Education · Higher Education · MI	$1,000,000	POTOMAC STRATEGIC DEVELOPMENT COMPANY, LLC ($5,400)
FY 2022	Kent Intermediate School District Kent Intermediate School District, Grand Rapids, MI for equipment Department of Education · Elementary & Secondary Education · MI	$900,000
FY 2022	Cure Violence Grand Rapids The City of Grand Rapids Department of Justice · Byrne · MI	$600,000	POTOMAC STRATEGIC DEVELOPMENT COMPANY, LLC ($5,400)

Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.

How they've voted lately

Nothing on record.

What they sponsor bills about

117th Congress: 11 sponsored, 0 became law

International Affairs

Immigration

Commerce

Labor and Employment

Government Operations and Politics

Foreign Trade and International Finance

Crime and Law Enforcement

Their bills

Bill	Latest action
H.R. 9066 Retirement Savings Modernization Act	Sep 29, 2022 Referred to the House Committee on Education and Labor.
H.Res. 1328 Requesting the President, and directing the Secretary of Homeland Security, to transmit to the House of Representatives	Sep 19, 2022 Placed on the House Calendar, Calendar No. 98.
H.R. 8536 Commission on Reform and Modernization of the Department of State Act	Jul 27, 2022 Referred to the House Committee on Foreign Affairs.
H.R. 7339 Responsible BUILD Act	Apr 1, 2022 Referred to the Subcommittee on Railroads, Pipelines, and Hazardous Materials.
H.Res. 945 Condemning Members of the Russian Duma and Federation Council who voted to recognize the independence of Donetsk and Luh	Feb 25, 2022 Referred to the House Committee on Foreign Affairs.
H.Res. 928 Requesting the President, and directing the Secretary of Homeland Security, to transmit to the House of Representatives	Feb 15, 2022 Referred to the House Committee on Homeland Security.
H.R. 4661 National Supply Chain Database Act of 2021	Jul 22, 2021 Referred to the Subcommittee on Research and Technology.
H.R. 4662 National Supply Chain Database Act of 2021	Jul 22, 2021 Referred to the Subcommittee on Research and Technology.
H.R. 4476 DHS Trade and Economic Security Council Act of 2021	Apr 6, 2022 Received in the Senate and Read twice and referred to the Committee on Homeland Security and Governmental Affa
H.R. 3283 To repeal the joint resolution entitled A joint resolution to promote peace and stability in the Middle East.	Jul 12, 2021 Received in the Senate and Read twice and referred to the Committee on Foreign Relations.
H.R. 2795 DHS Blue Campaign Enhancement Act	Jul 21, 2021 Received in the Senate and Read twice and referred to the Committee on Homeland Security and Governmental Affa

Congress	Sponsored	Became law	Cosponsored
117th	11	0	331

2 former staff now lobbying

JULIAN FLEISCHMAN

KYLE HOUSE GROUP

11 clients

MAGGIE WOODIN

CHAMBER OF COMMERCE OF THE U.S.A.

1 client

See the data

Lobbyist	Former position, as they list it	Firms	Clients	Years
JULIAN FLEISCHMAN	Senior Legislative Assistant, Rep. Peter Meijer; Legislative Assistant, Rep. Brian Mast	KYLE HOUSE GROUP	11	2022–2026
MAGGIE WOODIN	Sr. Legis. Asst., Rep. Gallagher, June 2019-January 2021; Legis. Dir., Rep. Meijer, January 2021-November 2022	CHAMBER OF COMMERCE OF THE U.S.A.	1	2022

From their payroll to lobbying

People Meijer's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Meijer themselves.

ANNA HANSEN

Paid Intern, last paid Q3 2022 · MS. ANNA HANSEN

10 clients

See the data

Lobbyist	On the payroll as	Last paid	Lobbying for	Clients	Years	Confirmed
ANNA HANSEN	Paid Intern	Q3 2022	MS. ANNA HANSEN	10	2023–2026	no

Holdings and trades

$51.0M – $84.7M+net worth, 2021 report

453trades on their reports

14 of 217trades reported after 45 days

28 daystypical time to report a trade

0reports filed on paper

1filing extensions

Net worth, year by year

Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.

Largest holdings, 2021 report

Hendrik G. Meijer Trust U/a/d 9/21/73

Trust · Self

$50.0M+

Great-West Life Policy

Life Insurance · Self

$1.0M+

Security Mutual Life Policy

Life Insurance · Self

$1.0M+

Exchange Place (2006) LP

Investment Fund · Self

$1.0M+

GS High Yield Floating Rate Fund Class P

Mutual Funds · Self

$1.0M+

314 Straight Ave SW

Real Estate · Self

$500K+

F Meijer 1972 Trust Fbo Hendrik Meijer

Trust · Self

$500K+

Hendrik G. Meijer Trust f/b/o Peter James Frederik Meijer

Trust · Self

$500K+

American General Life Policy

Life Insurance · Self

$500K+

Goldman Sachs Bank USA Deposit

Bank Deposit · Self

$500K+

GS Short Duration Tax Free Fund Class P

Mutual Funds · Self

$500K+

iShares MSCI Eafe ETF

Mutual Funds · Self

$500K+

Their 25 largest holdings, as a table

Asset	Kind	Owner	Value	Income
Hendrik G. Meijer Trust U/a/d 9/21/73	Trust	Self	$50.0M – —	Excepted/Blind Trust: $0 – $0
Great-West Life Policy	Life Insurance	Self	$1.0M – $5.0M	None: —
Security Mutual Life Policy	Life Insurance	Self	$1.0M – $5.0M	None: —
Exchange Place (2006) LP	Investment Fund	Self	$1.0M – $5.0M	Partnership Income: $15K – $50K
GS High Yield Floating Rate Fund Class P	Mutual Funds	Self	$1.0M – $5.0M	Dividends: $5,001 – $15K
314 Straight Ave SW	Real Estate	Self	$500K – $1.0M	None: —
F Meijer 1972 Trust Fbo Hendrik Meijer	Trust	Self	$500K – $1.0M	Excepted/Blind Trust: $0 – $0
Hendrik G. Meijer Trust f/b/o Peter James Frederik Meijer	Trust	Self	$500K – $1.0M	Excepted/Blind Trust: —
American General Life Policy	Life Insurance	Self	$500K – $1.0M	None: —
Goldman Sachs Bank USA Deposit	Bank Deposit	Self	$500K – $1.0M	None: —
GS Short Duration Tax Free Fund Class P	Mutual Funds	Self	$500K – $1.0M	Dividends: $15K – $50K
iShares MSCI Eafe ETF	Mutual Funds	Self	$500K – $1.0M	Capital Gains, Dividends: $50K – $100K
SPDR S&P 500 ETF Trust	Mutual Funds	Self	$500K – $1.0M	Capital Gains, Dividends: $100K – $1.0M
Vintage VII LP	Investment Fund	Self	$500K – $1.0M	Partnership Income: $100K – $1.0M
West Street Capital Partners VII LP	Investment Fund	Self	$500K – $1.0M	Partnership Income: $15K – $50K
GS Tactical Tilt Overlay Fund Class P	Mutual Funds	Self	$250K – $500K	Capital Gains, Dividends: $5,001 – $15K
Vintage VIII LP	Investment Fund	Self	$250K – $500K	Partnership Income: $50K – $100K
Fifth Third Bank	Bank Deposit	Self	$100K – $250K	Interest: $201 – $1,000
Prudential Policy	Life Insurance	Self	$100K – $250K	None: —
CWD Urban Fund, LLC	Business Entity	Self	$100K – $250K	Partnership Income: $2,501 – $5,000
GS High Yield Fund Class P	Mutual Funds	Self	$100K – $250K	Dividends: $5,001 – $15K
HSBC USA Inc. Linked to S&P 500 Index Buffered Capped Beta, 2929.80 Structured Note Due 09/12/2022	Other	Self	$100K – $250K	None: —
New Mountain Partners VI & Strategic Equity Access LLC	Investment Fund	Self	$100K – $250K	None: —
Note Receivable due 10/29/2023	Other	Self	$100K – $250K	None: —
Note Receivable due 10/9/2023	Other	Self	$100K – $250K	None: —

Trades, month by month

Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.

Purchases
Sales

What they trade most

GS Dynamic Municipal Income Fund Class a Shares

2021–2021 · $1.0M – $5.1M

5 trades

Put/xsp @ 405 Exp 11/19/2021

2021–2021 · $130K – $300K

4 trades

Infineon Technologies AG (IFNNY)

2021–2021 · $53K – $145K

4 trades

Berkshire Hathaway Inc. New (BRK-B)

2021–2021 · $4,004 – $60K

4 trades

Visa Inc. (V)

2021–2021 · $4,004 – $60K

4 trades

Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not

2021–2021 · $101K – $215K

3 trades

Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

2021–2021 · $52K – $130K

3 trades

Sap SE ADS

2021–2021 · $17K – $80K

3 trades

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary (BABA)

2021–2021 · $17K – $80K

3 trades

Dbs Group Holdings Ltd Ord American Depositary Shares (DBSDY)

2021–2021 · $17K – $80K

3 trades

Their latest 300 of 453 trades

Date	Asset	Trade	Owner	Amount	Days to report
2022-12-28	Put/xsp @ 429 Exp 01/07/2022 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2022-06-27	Deere & Company	Sale (Full)	Self	$1,001 – $15K	24
2021-12-31	UBS AG Linked to Basket of Indices via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-12-29	BNP Paribas Linked to S&P 500 Index Buffered Capped Beta, 3050.33 Structured Note Due 12/2 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-28	The Bank of Nova Scotia Linked to Basket of Indices Upside Levered Capped W Buffer Structu via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-28	Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$1,001 – $15K	annual
2021-12-28	Royal Bank of Canada Linked to Basket of Indices Upside Levered Capped W Buffer Structured via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Royal Bank of Canada Linked to Basket of Indices Upside Levered Capped Structured Note Due via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Morgan Stanley Finance LLC Linked to S&P 500 Index Buffered Capped Beta, 4471.37 Structure via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-12-28	JPMorgan Chase & Co. Linked to Basket of Indices Upside Levered Capped, 7090.54 Structured via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-28	HSBC USA Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 09/13/ via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$1,001 – $15K	annual
2021-12-28	HSBC USA Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 04/28/ via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-28	Credit Suisse AG Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Citigroup Inc. Linked to Basket of Indices Upside Levered Capped W Buffer Structured Note via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Citigroup Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 11/20 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	Canadian Imperial Bank of Comm Linked to S&P 500 Index Buffered Capped Beta, 4690.70 Struc via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-28	Canadian Imperial Bank of Comm Linked to Basket of Indices Upside Levered Capped Structure via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-28	BNP Paribas Linked to S&P 500 Index Buffered Capped Beta, 4655.27 Structured Note Due 02/2 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-12-27	SPDR S&P 500 ETF Trust via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$1.0M – $5.0M	annual
2021-12-27	iShares MSCI Eafe ETF via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$500K – $1.0M	annual
2021-12-21	Put/xsp @ 439 Exp 12/23/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-21	Citigroup Inc. Linked to S&P 500 Index Buffered Capped Beta, 3327.71 Structured Note Due 1 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-12-20	HSBC USA Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 09/13/ via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-12-15	HSBC USA Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 12/15/ via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-12-13	Put/xsp @ 448 Exp 12/17/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-07	Put/xsp @ 419 Exp 12/17/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-12-03	Credit Suisse AG Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-11-30	Put/xsp @ 436 Exp 12/03/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-11-30	Put/xsp @ 429 Exp 01/07/2022 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-11-29	BNP Paribas Linked to S&P 500 Index Buffered Capped Beta, 4655.27 Structured Note Due 02/2 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-11-24	Credit Suisse AG Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-11-24	BNP Paribas Linked to S&P 500 Index Buffered Capped Beta, 3103.54 Structured Note Due 11/2 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-11-23	Canadian Imperial Bank of Comm Linked to S&P 500 Index Buffered Capped Beta, 4690.70 Struc via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-11-23	Canadian Imperial Bank of Comm Linked to S&P 500 Index Buffered Capped Beta, 2488.65 Struc via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-11-22	GS Tactical Tilt Overlay Fund Class P via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$1,001 – $15K	annual
2021-11-19	Put/xsp @ 405 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-11-19	Put/xsp @ 405 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-11-11	Put/xsp @ 439 Exp 12/23/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-11-11	Put/xsp @ 410 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-11-08	Put/xsp @ 448 Exp 12/17/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-11-08	Put/xsp @ 407 Exp 11/12/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-11-02	Put/xsp @ 409 Exp 11/05/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-10-27	Put/xsp @ 412 Exp 10/29/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-10-26	HSBC USA Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 04/28/ via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-10-22	UBS AG Linked to Basket of Indices Upside Levered Capped Structured Note Due 01/24/2024 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-10-22	Morgan Stanley Finance LLC Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-10-21	Put/xsp @ 436 Exp 12/03/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-10-21	Put/xsp @ 429 Exp 10/22/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-10-20	BNP Paribas Linked to Basket of Indices Upside Levered Capped Structured Note Due 10/20/20 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-10-19	Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$1,001 – $15K	annual
2021-10-15	Morgan Stanley Finance LLC Linked to S&P 500 Index Buffered Capped Beta, 4471.37 Structure via Hoffman 2011 Irrevocable Trust	Purchase	Self	$100K – $250K	annual
2021-10-13	Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-10-13	Credit Suisse AG Linked to S&P 500 Index Buffered Capped Beta, 2541.47 Structured Note Due via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-10-12	Put/xsp @ 418 Exp 10/15/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-10-12	Put/xsp @ 407 Exp 11/12/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-10-07	Put/xsp @ 396 Exp 10/15/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-09-28	Put/xsp @ 420 Exp 10/01/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-09-28	Put/xsp @ 409 Exp 11/05/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-09-23	The Bank of Nova Scotia Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-09-23	Put/xsp @ 415 Exp 09/24/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-09-23	Put/xsp @ 412 Exp 10/29/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-09-16	Toronto Dominion Bank Linked to S&P 500 Index Buffered Capped Beta, 2749.98 Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-09-15	Put/xsp @ 410 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-09-15	Put/xsp @ 382 Exp 09/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-09-14	Societe Generale Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-09-09	JPMorgan Chase & Co. Linked to Basket of Indices Upside Levered Capped W Buffer Structured via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-09-08	Put/xsp @ 429 Exp 10/22/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-09-08	Put/xsp @ 389 Exp 09/17/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-09-03	Societe Generale Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-09-01	Put/xsp @ 419 Exp 12/17/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-09-01	Put/xsp @ 419 Exp 09/03/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-08-25	Canadian Imperial Bank of Comm Linked to S&P 500 Index Buffered Capped Beta, 2953.56 Struc via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-08-23	Put/xsp @ 418 Exp 10/15/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-08-23	Put/xsp @ 405 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-08-23	Put/xsp @ 400 Exp 08/27/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-08-12	Put/xsp @ 420 Exp 10/01/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-08-12	Put/xsp @ 392 Exp 08/20/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-08-05	Put/xsp @ 415 Exp 09/24/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-08-05	Put/xsp @ 385 Exp 08/20/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-07-30	Put/xsp @ 405 Exp 11/19/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-07-30	Put/xsp @ 405 Exp 08/06/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-07-28	Morgan Stanley Finance LLC Linked to Basket of Indices via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-07-27	Royal Bank of Canada Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-07-26	Put/xsp @ 419 Exp 09/03/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-07-26	Put/xsp @ 400 Exp 07/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-07-22	Citigroup Inc. Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-07-16	Citigroup Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 11/20 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-07-14	JPMorgan Chase & Co. Linked to S&P 500 Index Buffered Capped Beta, 2470.50 Structured Note via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-07-14	Citigroup Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 07/14 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-07-08	Put/xsp @ 400 Exp 08/27/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-07-08	Put/xsp @ 395 Exp 07/16/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-07-01	Put/xsp @ 396 Exp 10/15/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-07-01	Put/xsp @ 378 Exp 07/16/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-06-24	Put/xsp @ 405 Exp 08/06/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-06-24	Put/xsp @ 399 Exp 06/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-06-23	UBS AG Linked to Basket of Indices via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-06-17	Put/xsp @ 382 Exp 09/30/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-06-17	Put/xsp @ 355 Exp 06/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-06-15	Liberty Latin America Ltd. - Class C via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$684 – $684	annual
2021-06-11	JPMorgan Chase & Co. Linked to Basket of Indices Upside Levered Capped, 7090.54 Structured via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$1,001 – $15K	annual
2021-06-11	Citigroup Inc. Linked to Basket of Indices Upside Levered Capped Structured Note Due 07/14 via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$15K – $50K	annual
2021-06-11	BNP Paribas Linked to Basket of Indices Upside Levered Capped Structured Note Due 10/20/20 via Meijer GST Exempt 97 Fbo Peter	Sale (Partial)	Self	$15K – $50K	annual
2021-06-10	Toronto Dominion Bank Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-06-10	Put/xsp @ 400 Exp 07/30/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-06-10	Put/xsp @ 375 Exp 06/18/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-06-04	Put/xsp @ 389 Exp 09/17/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-06-04	Put/xsp @ 368 Exp 06/18/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-05-28	Toronto Dominion Bank Linked to S&P 500 Index Buffered Capped Beta, 3373.94 Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-05-27	Royal Bank of Canada Linked to Basket of Indices via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-05-27	Put/xsp @ 392 Exp 08/20/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-05-27	Put/xsp @ 390 Exp 06/04/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-05-20	Royal Bank of Canada Linked to Basket of Indices Upside Levered Capped Structured Note Due via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-05-18	Royal Bank of Canada Linked to Basket of Indices Upside Levered Capped Structured Note Due via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-05-12	GS Short Duration Tax Free Fund Class P GS Short Duration Tax Free Fund via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1.0M – $5.0M	annual
2021-05-12	GS High Yield Floating Rate Fund Class P GS High Yield Floating Rate Fund via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$250K – $500K	annual
2021-05-10	Put/xsp @ 399 Exp 06/30/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-05-10	Put/xsp @ 361 Exp 05/21/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-05-10	GS Dynamic Municipal Income Fund Class a Shares via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$1.0M – $5.0M	annual
2021-05-07	The Bank of Nova Scotia Linked to Basket of Indices via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-04-30	The Bank of Nova Scotia Linked to Basket of Indices Upside Levered Capped W Buffer Structu via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-04-30	Put/xsp @ 385 Exp 08/20/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-04-30	Put/xsp @ 345 Exp 05/21/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-04-30	GS Dynamic Municipal Income Fund Class a Shares via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-04-28	Bofa Finance LLC Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-04-23	Put/xsp @ 390 Exp 06/04/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-04-23	Put/xsp @ 365 Exp 05/07/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-04-16	Put/xsp @ 395 Exp 07/16/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-04-16	Put/xsp @ 357 Exp 04/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-04-16	Put/xsp @ 342 Exp 04/30/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-04-09	Put/xsp @ 378 Exp 07/16/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-04-05	Put/xsp @ 375 Exp 06/18/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-04-05	Put/xsp @ 363 Exp 04/09/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-04-05	Put/xsp @ 349 Exp 04/16/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-03-31	GS Dynamic Municipal Income Fund Class a Shares via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-03-24	Put/xsp @ 355 Exp 06/30/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-03-24	Put/xsp @ 353 Exp 03/31/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-03-18	Put/xsp @ 368 Exp 06/18/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-03-18	Put/xsp @ 338 Exp 03/31/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$100K – $250K	annual
2021-03-12	Put/xsp @ 365 Exp 05/07/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-03-12	Put/xsp @ 328 Exp 03/19/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-03-12	Bofa Finance LLC Linked to S&P 500 Index Buffered Capped Beta, 3117.43 Structured Note Due via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-03-04	Societe Generale Linked to S&P 500 Index via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$15K – $50K	annual
2021-03-01	Put/xsp @ 345 Exp 05/21/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$100K – $250K	annual
2021-02-26	GS Dynamic Municipal Income Fund Class a Shares via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$1,001 – $15K	annual
2021-02-25	Put/xsp @ 361 Exp 05/21/2021 via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$50K – $100K	annual
2021-02-25	Put/xsp @ 360 Exp 03/05/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$15K – $50K	annual
2021-02-25	Put/xsp @ 345 Exp 03/05/2021 via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$50K – $100K	annual
2021-02-17	Yandex N.V. - Class A Ordinary Shares	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	unilever PlC	Sale (Full)	Self	$15K – $50K	27
2021-02-17	unicharm Corp Sponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Tencent holdings limited unsponsored AdR Representing B Shares	Sale (Full)	Self	$50K – $100K	27
2021-02-17	Taiwan Semiconductor Manufacturing Company ltd.	Sale (Full)	Self	$50K – $100K	27
2021-02-17	Sysmex Corporation unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Symrise Ag unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Sonova holding AG unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Shionogi & Co ltd unsponsored AdR	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	SGS SA AdR	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	Schneider Electric SE unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Sap SE AdS	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Royal dutch Shell PlC Royal dutch Shell PlC American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Roche holdings AG Basel American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Rio Tinto Plc	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Ping An Insurance	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Novozymes A/S unsponsored American depositary Receipt	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	NITORI hOldINGS CO., lTd. AdR CMN	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	Nestle SA Sponsored AdR representing Registered Shares Series B	Sale (Full)	Self	$15K – $50K	27
2021-02-17	lukoil Co Sponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	l'Oreal Co. American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	lonza Group Ag Zuerich unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	linde plc Ordinary Share	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	l'Air liquide Ord American depositary Shares	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	Kubota Corporation	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Komatsu ltd Ord American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Itau unibanco Banco holding SA American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Infineon Technologies AG	Sale (Full)	Self	$50K – $100K	27
2021-02-17	ICICI Bank limited	Sale (Full)	Self	$15K – $50K	27
2021-02-17	hdFC Bank limited	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Fuchs Petrolub SE unsponsored American depository ReceiptRepresenting Preferenced Shares	Sale (Full)	Self	$1,001 – $15K	27
2021-02-17	Fomento Economico Mexicano S.A.B. de C.V.	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Fanuc Corporation unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Epiroc AB AdR CMN	Sale (Full)	Self	$15K – $50K	27
2021-02-17	diageo plc	Sale (Full)	Self	$15K – $50K	27
2021-02-17	dbs Group holdings ltd Ord American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	dassault Systemes, S.A. American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Chugai Pharmaceutical ltd unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Check Point Software Technologies ltd. - Ordinary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Canadian National Railway Company	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Banco Bilbao Vizcaya Argentaria S.A.	Sale (Partial)	Self	$15K – $50K	27
2021-02-17	Atlas Copco Ab Sponsored AdR repstg Class A	Sale (Full)	Self	$50K – $100K	27
2021-02-17	Ambev S.A. American depositary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	AllIANZ SE AdR CMN	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Alibaba Group holding limited American depositary Shares each representing eight Ordinary	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Alfa-laval Ab unsponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	Alcon Inc. Ordinary Shares	Sale (Full)	Self	$15K – $50K	27
2021-02-17	AIA Group, ltd. Sponsored American depository Receipt	Sale (Full)	Self	$50K – $100K	27
2021-02-17	AdYEN N.V. AdR CMN	Sale (Full)	Self	$50K – $100K	27
2021-02-17	adidas AG Sponsored AdR	Sale (Full)	Self	$15K – $50K	27
2021-02-17	iShares MSCI Eafe ETF via Meijer GST Exempt 97 Fbo Peter	Purchase	Self	$500K – $1.0M	annual
2021-02-16	TJX Companies, Inc. via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$674 – $674	682
2021-02-16	The Goodyear Tire & Rubber Company via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$496 – $496	682
2021-02-16	Seagen Inc. via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$796 – $796	682
2021-02-16	Ross Stores, Inc. via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$1,001 – $15K	682
2021-02-16	Park Hotels & Resorts Inc. via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$971 – $971	682
2021-02-16	PACCAR Inc. via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$971 – $971	682
2021-02-16	Masco Corporation via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$802 – $802	682
2021-02-16	Lyft, Inc. - Class A via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$876 – $876	682
2021-02-16	Chevron Corporation via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$651 – $651	682
2021-02-16	Centene Corporation via Meijer GST Exempt 97 Fbo Peter	Sale (Full)	Self	$581 – $581	682
2021-02-16	Zoetis Inc. Class A	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Zillow Group, Inc. - Class C Capital Stock	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Zillow Group, Inc. - Class A	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Wyndham hotels & Resorts, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Wyndham destinations, Inc. Common Stock	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Williams Companies, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Westlake Chemical Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Western union Company	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Walmart Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Walgreens Boots Alliance, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Vulcan Materials Company	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Visa Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Viatris Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Verisk Analytics, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	univar Solutions Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	unitedhealth Group Incorporated Common Stock	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	united Parcel Service, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	union Pacific Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	uber Technologies, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	u.S. Bancorp	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Truist Financial Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Transunion	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Toll Brothers, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Thermo Fisher Scientific Inc	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Tesla, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Target Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Synopsys, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Synchrony Financial	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	SVB Financial Group	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	State Street Corporation	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Starbucks Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Snap Inc. Class A	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Sensata Technologies holding plc Ordinary Shares	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Sealed Air Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Schlumberger N.V.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Santander Consumer uSA holdings Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	S&P Global Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Rockwell Automation, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	ResMed Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	QuAlCOMM Incorporated	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Prologis, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Procter & Gamble Company	Sale (Full)	Self	$15K – $50K	28
2021-02-16	PNC Financial Services Group, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Phillips 66	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Pfizer, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Pepsico, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Parker-hannifin Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	O'Reilly Automotive, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Oracle Corporation	Sale (Full)	Self	$50K – $100K	28
2021-02-16	ONEOK, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	OneMain holdings, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Okta, Inc. - Class A	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	NVR, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	NVIdIA Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Nucor Corporation	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Northrop Grumman Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Nike, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	NextEra Energy, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Newmont Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	New York Times Company	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Netflix, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	NetApp, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	MSCI Inc	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Motorola Solutions, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Mosaic Company	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Morgan Stanley	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Microsoft Corporation	Sale (Full)	Self	$100K – $250K	28
2021-02-16	Microchip Technology Incorporated	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Match Group, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Mastercard Incorporated	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Marsh & Mclennan Companies, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	lyondellBasell Industries NV Ordinary Shares Class A	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	lululemon athletica inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	lowe's Companies, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	live Nation Entertainment, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	KKR & Co. Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	JP Morgan Chase & Co.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Johnson & Johnson	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Jabil Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Intuitive Surgical, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	International Business Machines Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	Intel Corporation	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Insulet Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	IdEXX laboratories, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	huntsman Corporation	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	hSBC holdings, plc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	home depot, Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	hill-Rom holdings Inc	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	henry Schein, Inc.	Sale (Full)	Self	$15K – $50K	28
2021-02-16	Global Payments Inc.	Sale (Full)	Self	$1,001 – $15K	28
2021-02-16	General Electric Company	Sale (Full)	Self	$1,001 – $15K	28

What their office spends

What Meijer's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $617,287 over the last 4 quarters, 71% of it staff pay. A quarter's figures include late lines charged to the year before.

Staff pay
Travel
Offices: rent, phones, utilities
Mail and printing
Everything else

The numbers

Quarter	Staff pay	Travel	Offices: rent, phones, utilities	Mail and printing	Everything else	Total
Q3 '23	$0	$2,570	$0	$0	$2,994	$5,564
Q2 '23	$0	$0	$1,177	$0	$0	$1,177
Q1 '23	$54,556	$1,127	$792	$50,081	$4,047	$110,603
Q4 '22	$385,833	$3,947	$20,434	$55,341	$34,387	$499,942
Q3 '22	$355,853	$6,195	$20,829	$3,635	$46,453	$432,965
Q2 '22	$293,089	$9,913	$31,642	$82,981	$14,898	$432,522
Q1 '22	$277,958	$4,391	$20,774	$34,516	$34,451	$372,091
Q4 '21	$349,775	$17,508	$37,056	$80,057	$23,640	$508,037
Q2 '21	$260,958	$6,121	$20,197	$1,330	$34,197	$322,803
Q1 '21	$219,097	$1,025	$21,046	$1,653	$17,158	$259,979

Private funds

30private funds, LLCs and trusts with no ticker

9file a Form D with the SEC

—bought within 30 days of the fund's first sale

Where the money goes

Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.

Funds, by who runs themNo public filing

Exchange Place Advisors, LLC

manages $379.7M

$3.0M

Vintage Ventures Advisors LTD.

2 funds · manages $5.5B · 51 private funds

$1.1M

West Street Capital Partners VII LP

files a Form D

$750K

CWD Urban Fund, LLC

files a Form D

$175K

New Mountain Partners VI & Strategic Equity Access LLC

files a Form D

$175K

Petershill Private Equity Seeding LLC

files a Form D

$175K

PMC Partners I Access, LP

files a Form D

$75K

Proprietary Access LLC

files a Form D

$8,000

Hendrik G. Meijer Trust U/a/d 9/21/73

held from 2021

$50.0M

F Meijer 1972 Trust Fbo Hendrik Meijer

held from 2021

$750K

Hendrik G. Meijer Trust f/b/o Peter James Frederik Meijer

held from 2021

$750K

Hoffman 2011 Irrevocable Trust

trades went through it

$175K

Seed&spark, Inc.

held from 2021

$175K

Urbaneer Inc.

held from 2021

$175K

Bofa Finance LLC Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not

1 trades

$75K

Morgan Stanley Finance LLC Linked to Basket of Indices

1 trades

$75K

Prospect Creative, LLC

held from 2021

$75K

Tencent holdings limited unsponsored AdR Representing B Shares (TCEhY)

1 trades

$75K

Check Point Software Technologies ltd. - Ordinary Shares (ChKP)

1 trades

$33K

Chugai Pharmaceutical ltd unsponsored AdR (ChGCY)

1 trades

$33K

All 30, with what their filings say

Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.

Fund or entity	Manager	Formed	Kind	Minimum	Investors	First sale	They bought	Traded	Held
Hendrik G. Meijer Trust U/a/d 9/21/73							held 2021		$50.0M – $50.0M
Exchange Place (2006) LP	Exchange Place Advisors, LLC $379.7M managed	2014, Delaware	Other Investment Fund		1068	2014-10-13	held 2021		$1.0M – $5.0M
F Meijer 1972 Trust Fbo Hendrik Meijer							held 2021		$500K – $1.0M
Hendrik G. Meijer Trust f/b/o Peter James Frederik Meijer							held 2021		$500K – $1.0M
Vintage VII LP	Vintage Ventures Advisors LTD. $5.5B managed	2016, Delaware	Other Investment Fund		1809	2016-06-24	held 2021		$500K – $1.0M
West Street Capital Partners VII LP		2016, Delaware	Other Investment Fund		876	2016-12-09	held 2021		$500K – $1.0M
Vintage VIII LP	Vintage Ventures Advisors LTD. $5.5B managed	2019, Delaware	Other Investment Fund		1766	2019-05-09	held 2021		$250K – $500K
CWD Urban Fund, LLC		2011, Delaware		$125K	35	2012-03-16	held 2021		$100K – $250K
Hoffman 2011 Irrevocable Trust trades went through it							2021-10-15	$100K – $250K
New Mountain Partners VI & Strategic Equity Access LLC		2020, Delaware	Other Investment Fund		521	2020-06-09	held 2021		$100K – $250K
Petershill Private Equity Seeding LLC		2018, Delaware	Other Investment Fund		327	2018-11-12	held 2021		$100K – $250K
Seed&spark, Inc.							held 2021		$100K – $250K
Urbaneer Inc.							held 2021		$100K – $250K
Bofa Finance LLC Linked to Basket of Indices Upside Levered Capped W Buffer Structured Not								$50K – $100K
Morgan Stanley Finance LLC Linked to Basket of Indices							2021-07-28	$50K – $100K
PMC Partners I Access, LP		2014, Delaware	Other Investment Fund		108	2014-06-05	held 2021		$50K – $100K
Prospect Creative, LLC							held 2021		$50K – $100K
Tencent holdings limited unsponsored AdR Representing B Shares (TCEhY)								$50K – $100K
Check Point Software Technologies ltd. - Ordinary Shares (ChKP)								$15K – $50K
Chugai Pharmaceutical ltd unsponsored AdR (ChGCY)								$15K – $50K
Komatsu ltd Ord American depositary Shares (KMTuY)								$15K – $50K
Morgan Stanley Finance LLC Linked to Basket of Indices Upside Levered Capped Structured No							held 2021		$15K – $50K
Roche Holdings AG basel American Depositary Shares (RHHbY)								$15K – $50K
dbs Group holdings ltd Ord American depositary Shares (dBSdY)								$15K – $50K
hdFC Bank limited (hdB)								$15K – $50K
Nitori Holdings Co., LTD. ADR CMN							held 2021	$2,002 – $30K
Athene holding ltd. Class A Common Shares (ATh)								$1,001 – $15K
Proprietary Access LLC		over 5 years, Delaware	Other Investment Fund		672	2005-07-01	held 2021		$1,001 – $15K
hSBC holdings, plc. (hSBC)								$1,001 – $15K
hill-Rom holdings Inc (hRC)								$1,001 – $15K

How their trades did

Each of Meijer's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 215 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.

the same trades on other days (95% of the time)
their average against the market

-4.0%-2.0%0+2.0%+4.0%

30 days later

215 trades · 47% beat the market

-0.1%

90 days later

215 trades · 44% beat the market

-0.9%

Before the public knew: between trading and first reporting a trade (a median of 28 days; 0% of them reported late), their trades moved +0.1% against the market, where the same trades on other days give -1.8% to +1.0%. Copying each on the day it was reported would have earned +0.7% over the next 30 days.

Best timed

Sold Zillow Group, Inc. - Class C Capital Stock (Z) 2021-02-16 · $1,001 – $15K · +33.9% against the market in 30 days, +51.2% in 90
Sold Zillow Group, Inc. - Class A (ZG) 2021-02-16 · $1,001 – $15K · +32.2% against the market in 30 days, +51.5% in 90
Sold Okta, Inc. - Class A (OKTA) 2021-02-16 · $1,001 – $15K · +26.5% against the market in 30 days, +27.4% in 90

Worst timed

Sold Carnival Corporation (CCL) 2021-02-16 · $15K – $50K · -26.0% against the market in 30 days, -16.2% in 90
Sold The Goodyear Tire & Rubber Company (GT) 2021-02-16 · $496 – $496 · -23.2% against the market in 30 days, -37.3% in 90
Sold Nucor Corporation (NUE) 2021-02-16 · $15K – $50K · -23.0% against the market in 30 days, -80.1% in 90

Financial disclosures

6 reports

Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.

Filed	Report	Entries
Dec 30, 2022	Annual Report for 2021	450
Dec 30, 2022	Periodic Transaction Report	14
Jul 21, 2022	Periodic Transaction Report	1
Apr 28, 2022	Extension for 2021	—
Mar 16, 2021	Periodic Transaction Report	202
Feb 23, 2021	Periodic Transaction Report	0

3 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.

Trades with a date that can't be right

Report filed	Trade date	Asset	Problem	Since
Dec 30, 2022	2020-02-16	Chevron Corporation (CVX)	Outside the year the report covers	Never amended
Dec 30, 2022	2020-12-28	UBS AG LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED STRUCTURED NOTE DUE 01/24/2024	Outside the year the report covers	Never amended
Dec 30, 2022	2022-12-28	PUT/XSP @ 429 EXP 01/07/2022	Outside the year the report covers	Never amended