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, 2015 | Nov 6, 2026 | +16.4% | +322.2% | -305.8% |
| 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% |
| 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% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 1, 2016 | Nov 6, 2026 | +86.2% | +298.9% | -212.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Sep 16, 2016 | Nov 6, 2026 | +82.5% | +303.5% | -221.0% |
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | Nov 6, 2026 | +263.8% | +263.8% | -0.0% |
| TRP | TC ENERGY CORP | Dec 4, 2017 | Nov 6, 2026 | +96.7% | +219.5% | -122.8% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +0.0% |
| TRP | TC ENERGY CORP | Jan 11, 2018 | Nov 6, 2026 | +98.5% | +204.1% | -105.6% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 15, 2018 | Nov 6, 2026 | +276.2% | +205.3% | +70.9% |
| TRP | TC ENERGY CORP | Sep 10, 2018 | Nov 6, 2026 | +121.3% | +189.0% | -67.7% |
| MPLX | MPLX LP | Sep 11, 2018 | Nov 6, 2026 | +225.8% | +188.0% | +37.8% |
| ENB | ENBRIDGE INC | Sep 20, 2018 | Nov 6, 2026 | +122.4% | +183.6% | -61.2% |
| ET | Energy Transfer LP | Nov 1, 2018 | Nov 6, 2026 | +138.3% | +203.0% | -64.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Dec 6, 2018 | Nov 6, 2026 | +97.3% | +207.1% | -109.9% |
| ET | Energy Transfer LP | Dec 6, 2018 | Nov 6, 2026 | +160.2% | +207.1% | -46.9% |
| TRGP | Targa Resources Corp. | Dec 6, 2018 | Nov 6, 2026 | +676.9% | +207.1% | +469.8% |
| MPLX | MPLX LP | Dec 17, 2018 | Nov 6, 2026 | +258.8% | +224.6% | +34.3% |
| PAGP | PLAINS GP HOLDINGS LP | Dec 17, 2018 | Nov 6, 2026 | +110.8% | +224.6% | -113.7% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 11 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | ST CLAIR CNTY MICH GO 4.0000% 04/01/20 AO RFDG-LTD TAX LT BNK QUAL BEO - MUNI BOND | Jul 27, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 240 EXP 09/15/2017 - CBOE MINI SPX INDEX | Jul 17, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MICHIGAN ST TRUNK LINE REV 5.0000% 11/15/22 MN RFDG BEO - MUNI BOND | Jul 7, 2017 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | PUT/XSP @ 235 EXP 08/25/2017 - CBOE MINI SPX INDEX | Jul 6, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| OKE | ONEOK INC /NEW/ | Jun 30, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| OKS | ONEOK Partners, L.P. (OKS) | Jun 30, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 239 EXP 08/04/2017 - CBOE MINI SPX INDEX | Jun 28, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PUT/XSP @ 238 EXP 07/07/2017 - CBOE MINI SPX INDEX | Jun 13, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREFD BALANCE-SR DZ-2017 BEO - MUNI BOND | Jun 6, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREF BLNCE-SER DZ BEO SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREFD BALANCE-SR DZ-2017 BEO - MUNI BOND | Jun 6, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 05/09/2019 | Jun 6, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 PREREFUNDED-SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREF BLNCE-SER DZ BEO SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 PREREFUNDED-SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | CHIPPEWA VALLEY MICH SCHS GO 5% 05/01/23 MN - MUNI BOND | May 23, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 226 EXP 08/18/2017 - CBOE MINI SPX INDEX | May 18, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MICHIGAN FIN AUTH REV REV 5% 10/01/22 AO - MUNI BOND | May 18, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | WATERFORD MICH SCH DIST GO 5% 05/01/23 MN - MUNI BOND | May 16, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | WATERFORD MICH SCH DIST GO 5% 05/01/23 MN - MUNI BOND | May 16, 2017 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | PUX/XSP @ 232 EXP 07/21/2017 - CBOE MINI SPX INDEX | May 11, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | SPARTA MICH AREA SCHS GO 4% 05/01/24 MN - MUNI BOND | May 9, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | VIRGINIA ST PUB SCH AUTH SCH REV 5% 08/01/23 FA - MUNI BOND | May 9, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PORT SEATTLE WASH REV REV 5% 03/01/21 MS - MUNI BOND | May 8, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ALLEN PARK MICH PUB SCH DIST GO 5% 11/01/22 MN - MUNI BOND | May 4, 2017 | purchase | $1.0M – $5.0M | 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