David A. Trott portrait
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↑↓
PAA
PLAINS ALL AMERICAN PIPELINE LP
Feb 26, 2015Nov 6, 2026+16.4%+322.2%-305.8%
GEL
Genesis Energy, L.P. Common Units (GEL)
Jul 17, 2015Nov 6, 2026-34.7%+316.1%-350.8%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Oct 5, 2015Nov 6, 2026+178.8%+343.2%-164.3%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Oct 6, 2015Nov 6, 2026+187.0%+344.7%-157.6%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Feb 2, 2016Nov 6, 2026+234.3%+359.8%-125.5%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Feb 17, 2016Nov 6, 2026+235.3%+353.3%-118.0%
MPLX
MPLX LP
Feb 22, 2016Nov 6, 2026+455.6%+348.9%+106.8%
MPLX
MPLX LP
Apr 19, 2016Nov 6, 2026+341.1%+314.4%+26.7%
MPLX
MPLX LP
Apr 28, 2016Nov 6, 2026+338.5%+319.3%+19.2%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Aug 1, 2016Nov 6, 2026+86.2%+298.9%-212.7%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Sep 16, 2016Nov 6, 2026+82.5%+303.5%-221.0%
SPY
SPDR S&P 500 ETF TRUST
Mar 22, 2017Nov 6, 2026+263.8%+263.8%-0.0%
TRP
TC ENERGY CORP
Dec 4, 2017Nov 6, 2026+96.7%+219.5%-122.8%
SPY
SPDR S&P 500 ETF TRUST
Dec 12, 2017Nov 6, 2026+216.3%+216.3%+0.0%
TRP
TC ENERGY CORP
Jan 11, 2018Nov 6, 2026+98.5%+204.1%-105.6%
WMB
WILLIAMS COMPANIES, INC.
Mar 15, 2018Nov 6, 2026+276.2%+205.3%+70.9%
TRP
TC ENERGY CORP
Sep 10, 2018Nov 6, 2026+121.3%+189.0%-67.7%
MPLX
MPLX LP
Sep 11, 2018Nov 6, 2026+225.8%+188.0%+37.8%
ENB
ENBRIDGE INC
Sep 20, 2018Nov 6, 2026+122.4%+183.6%-61.2%
ET
Energy Transfer LP
Nov 1, 2018Nov 6, 2026+138.3%+203.0%-64.7%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Dec 6, 2018Nov 6, 2026+97.3%+207.1%-109.9%
ET
Energy Transfer LP
Dec 6, 2018Nov 6, 2026+160.2%+207.1%-46.9%
TRGP
Targa Resources Corp.
Dec 6, 2018Nov 6, 2026+676.9%+207.1%+469.8%
MPLX
MPLX LP
Dec 17, 2018Nov 6, 2026+258.8%+224.6%+34.3%
PAGP
PLAINS GP HOLDINGS LP
Dec 17, 2018Nov 6, 2026+110.8%+224.6%-113.7%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 28 · 683 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
—
ALLEN PARK MICH PUB SCH DIST GO 5% 11/01/22 MN - MUNI BOND
May 4, 2017purchase$1.0M – $5.0MFiling ↗
—
ALLENDALE MICH PUB SCH DIST GO 5% 05/01/23 MN - MUNI BOND
Jul 6, 2016purchase$1.0M – $5.0MFiling ↗
—
MASSACHUSETTS ST GO 5.2500% 09/01/23 MS - MUNI BOND
May 2, 2017purchase$1.0M – $5.0MFiling ↗
—
MASSACHUSETTS ST GO 5.2500% 09/01/23 MS - MUNI BOND
Sep 27, 2018sale$1.0M – $5.0MFiling ↗
—
SOUTH WASHINGTON CNTY INDPT GO 5% 02/01/24 FA - MUNI BOND
Sep 27, 2018purchase$1.0M – $5.0MFiling ↗
—
PLANO TEX GO 5% 09/01/24 MS GO BDS 2018 LT BEO - MUNI BOND
May 3, 2018purchase$500.0K – $1.0MFiling ↗
—
UNIVERSITY MICH UNIV REVS REV 5% 04/01/23 AO - MUNI BOND
Oct 3, 2018purchase$500.0K – $1.0MFiling ↗
—
TEXAS ST UNIV SYS FING REV REV 5% 03/15/23 MS - MUNI BOND
Aug 30, 2018sale$500.0K – $1.0MFiling ↗
—
UBS AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 2779.66 0% STRUCTURED NOTE DUE 08/19/2020
Jun 15, 2018purchase$500.0K – $1.0MFiling ↗
—
METROPOLITAN ATLANTA RAPID REV 4% 07/01/24 JJ - MUNI BOND
Jul 16, 2018purchase$500.0K – $1.0MFiling ↗
—
MICHIGAN ST TRUNK LINE REV BOND 5% 11/01/20 MN
May 5, 2015purchase$500.0K – $1.0MFiling ↗
—
THE GOLDMAN SACHS GROUP, INC. LINKED TO FX BASKET 9% COUPON DUE 02/06/2020 STRUCTURED NOTE
Dec 12, 2017sale$500.0K – $1.0MFiling ↗
—
GREAT LAKES WATER AUTHORITY REV 4.0000% 07/01/23 JJ - MUNI BOND
Sep 18, 2018purchase$500.0K – $1.0MFiling ↗
—
OHIO STATE GO 5.0000% 08/01/24 FA - MUNI BOND
Aug 30, 2018purchase$500.0K – $1.0MFiling ↗
—
KALAMAZOO MICH PUB SCHS GO BONDS 5% 05/01/21 MN
May 20, 2016purchase$500.0K – $1.0MFiling ↗
—
Membership Interest in Attorneys Title Agency LLC
May 27, 2015purchase$500.0K – $1.0MFiling ↗
—
HAWAII ST GO BONDS 5.0000% 12/01/21 JD SER DZ BEO
Apr 27, 2016exchange$500.0K – $1.0MFiling ↗
—
TEXAS ST UNIV SYS FING REV REV 5% 03/15/23 - MUNI BOND
Nov 4, 2016purchase$500.0K – $1.0MFiling ↗
—
MICHIGAN ST TRUNK LINE REV 5.0000% 11/15/22 MN RFDG BEO - MUNI BOND
Jul 7, 2017purchase$500.0K – $1.0MFiling ↗
—
MILWAUKEE WIS GO 5% 04/01/24 AO GO PROM NTS 2018 N4 UT BEO - MUNI BOND
May 4, 2018purchase$500.0K – $1.0MFiling ↗
—
ROSEVILLE MICH CMNTY SCHS GO 5% 05/01/25 MN - MUNI BOND
Dec 18, 2018purchase$500.0K – $1.0MFiling ↗
—
WOODHAVEN BROWNSTOWN MICH SCH GO BOND 4% 05/01/21 MN
Mar 3, 2015purchase$500.0K – $1.0MFiling ↗
—
TROTT-ATA LLC (INVESTMENT HOLDING CO.) [OI]
Apr 6, 2018purchase$500.0K – $1.0MFiling ↗
—
Membership Interest in Attorneys Title Agency LLC
May 27, 2015exchange$500.0K – $1.0MFiling ↗
—
MICHIGAN ST FOR ISSUES DTD GO BONDS 5.0000% 12/01/22 JD
May 18, 2016purchase$500.0K – $1.0MFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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