House
David A. Trott
—
Transactions
683
Total transactions associated with this filer
Disclosed purchases
372
$35.1M – $88.5M
Average modeled return
+199.4%
25 of 372 purchases modeled
Average vs. S&P 500
-63.3%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
12 most recent modeled purchases. The summary and table include all modeled purchases.
MARKET ANALYSIS
Modeled purchase performance · Since purchase
25 of 372 disclosed purchases have modeled returns for this period. 347 purchases have missing or excluded market data; no returns are invented for them.
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| WMB | WILLIAMS COMPANIES, INC. | Mar 15, 2018 | Nov 6, 2026 | +276.2% | +205.3% | +70.9% |
| TRP | TC ENERGY CORP | Jan 11, 2018 | Nov 6, 2026 | +98.5% | +204.1% | -105.6% |
| TRP | TC ENERGY CORP | Sep 10, 2018 | Nov 6, 2026 | +121.3% | +189.0% | -67.7% |
| TRP | TC ENERGY CORP | Dec 4, 2017 | Nov 6, 2026 | +96.7% | +219.5% | -122.8% |
| TRGP | Targa Resources Corp. | Dec 6, 2018 | Nov 6, 2026 | +676.9% | +207.1% | +469.8% |
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | Nov 6, 2026 | +263.8% | +263.8% | -0.0% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +0.0% |
| PAGP | PLAINS GP HOLDINGS LP | Dec 17, 2018 | Nov 6, 2026 | +110.8% | +224.6% | -113.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 26, 2015 | Nov 6, 2026 | +16.4% | +322.2% | -305.8% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Sep 16, 2016 | Nov 6, 2026 | +82.5% | +303.5% | -221.0% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 1, 2016 | Nov 6, 2026 | +86.2% | +298.9% | -212.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Dec 6, 2018 | Nov 6, 2026 | +97.3% | +207.1% | -109.9% |
| MPLX | MPLX LP | Feb 22, 2016 | Nov 6, 2026 | +455.6% | +348.9% | +106.8% |
| MPLX | MPLX LP | Apr 19, 2016 | Nov 6, 2026 | +341.1% | +314.4% | +26.7% |
| MPLX | MPLX LP | Apr 28, 2016 | Nov 6, 2026 | +338.5% | +319.3% | +19.2% |
| MPLX | MPLX LP | Sep 11, 2018 | Nov 6, 2026 | +225.8% | +188.0% | +37.8% |
| MPLX | MPLX LP | Dec 17, 2018 | Nov 6, 2026 | +258.8% | +224.6% | +34.3% |
| GEL | Genesis Energy, L.P. Common Units (GEL) | Jul 17, 2015 | Nov 6, 2026 | -34.7% | +316.1% | -350.8% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 5, 2015 | Nov 6, 2026 | +178.8% | +343.2% | -164.3% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 6, 2015 | Nov 6, 2026 | +187.0% | +344.7% | -157.6% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 2, 2016 | Nov 6, 2026 | +234.3% | +359.8% | -125.5% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 17, 2016 | Nov 6, 2026 | +235.3% | +353.3% | -118.0% |
| ET | Energy Transfer LP | Dec 6, 2018 | Nov 6, 2026 | +160.2% | +207.1% | -46.9% |
| ET | Energy Transfer LP | Nov 1, 2018 | Nov 6, 2026 | +138.3% | +203.0% | -64.7% |
| ENB | ENBRIDGE INC | Sep 20, 2018 | Nov 6, 2026 | +122.4% | +183.6% | -61.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 26 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | RACINE WIS UNI SCH DIST GO 5% 04/01/24 AO GO CORP PURP BDS UT BEO - MUNI BOND | Jun 6, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 193 EXP 7/15/2016 CBOE MINI SPX INDEX | May 3, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | LAKE SHORE MICH PUB SCHS GO 3% 11/01/22 MN - MUNI BOND | Jul 8, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | CONN ST GO 5% 06/01/22 JD - MUNI BOND | Aug 2, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PUT/XSP @ 281 EXP 09/14/2018 - CBOE MINI SPX INDEX | Aug 8, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | NORTH TEX MUN WTR DIST TEX WTR REV 5% 09/01/17 MS - MUNI BOND | Feb 1, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | TORONTO DOMINION BANK LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/06/2020 [CS] | Apr 4, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | MORGAN STANLEY FINANCE LLC LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 12/13/2018 | Dec 9, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 204 EXP 09/18/2015 - CBOE MINI SPX INDEX | Jul 21, 2015 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PUT/XSP @ 226 EXP 08/18/2017 - CBOE MINI SPX INDEX | May 18, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BNP PARIBAS LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 09/24/2018 | Nov 16, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 11/20/2019 | Oct 23, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | NEW JERSEY ECONOMIC DEV AUTH REV BONDS 5.0000% 06/15/18 JD | May 24, 2016 | sale | $100.0K – $250.0K | Filing ↗ |
| — | WASHINGTON ST VAR PURP GO BDS DTD 01/27/10 05.000% DUE 02/01/22 RNFD 02/01/20 - MUNI BOND [GS] | Apr 9, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | CENTRAL BUCKS PA SCH DIST GO BDS 5% 05/15/23 MN | Aug 6, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | GRAND RAPIDS MICH GO 4.0000% 05/01/17 MN - MUNI BOND | Feb 9, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 225 EXP 02/01/2019 - CBOE MINI SPX INDEX | Dec 26, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PLYMH-CNTN MCH CMNTY SCH DST GO 5.0000% 05/01/22 MN PREREFUNDED-RFDG-SCH BLDG & SITE PRERE 05/01/18 INS SR LN - MUNI BOND | Oct 3, 2017 | exchange | $50.0K – $100.0K | Filing ↗ |
| — | PUT/XSP @ 245 EXP 11/03/2017 - CBOE MINI SPX INDEX | Sep 21, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 07/11/2019 | Oct 16, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | ROMULUS MICH CMNTY SCHS GO 5% 05/01/22 MN - MUNI BOND | Oct 7, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 266 EXP 12/28/2018 - CBOE MINI SPX INDEX | Nov 14, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 269 EXP 03/16/2018 - CBOE MINI SPX INDEX | Jan 9, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CITIZENS PPTY INS CORP FLA SENIOR SECURED BONDS DTD 06/21/12 05.000% DUE 06/01/21 | Feb 26, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | CHIPPEWA VALLEY MICH SCHS GO 5.0000% 05/01/20 MN - MUNI BOND | Aug 30, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians