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↑↓ |
|---|---|---|---|---|---|---|
| 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% |
| 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% |
| 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% |
| MPLX | MPLX LP | Sep 11, 2018 | Nov 6, 2026 | +225.8% | +188.0% | +37.8% |
| TRP | TC ENERGY CORP | Sep 10, 2018 | Nov 6, 2026 | +121.3% | +189.0% | -67.7% |
| 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% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +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 | Mar 22, 2017 | Nov 6, 2026 | +263.8% | +263.8% | -0.0% |
| 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% |
| MPLX | MPLX LP | Apr 28, 2016 | Nov 6, 2026 | +338.5% | +319.3% | +19.2% |
| MPLX | MPLX LP | Apr 19, 2016 | Nov 6, 2026 | +341.1% | +314.4% | +26.7% |
| MPLX | MPLX LP | Feb 22, 2016 | Nov 6, 2026 | +455.6% | +348.9% | +106.8% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 17, 2016 | Nov 6, 2026 | +235.3% | +353.3% | -118.0% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 2, 2016 | Nov 6, 2026 | +234.3% | +359.8% | -125.5% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 6, 2015 | Nov 6, 2026 | +187.0% | +344.7% | -157.6% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 5, 2015 | Nov 6, 2026 | +178.8% | +343.2% | -164.3% |
| GEL | Genesis Energy, L.P. Common Units (GEL) | Jul 17, 2015 | Nov 6, 2026 | -34.7% | +316.1% | -350.8% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 26, 2015 | Nov 6, 2026 | +16.4% | +322.2% | -305.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 4 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 05/28/2020 | Sep 25, 2018 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | 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 ↗ |
| NGLS | Targa Resources Partners LP Common Units Representing Limited Partnership Interests (NGLS) | Mar 3, 2015 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 03/13/2020 | Oct 5, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 07/08/2020 | May 1, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | sale | $250.0K – $500.0K | Filing ↗ |
| — | PLANO TEX GO 5% 09/01/24 MS GO BDS 2018 LT BEO - MUNI BOND | May 3, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | MICHIGAN FIN AUTH REV REV 5% 10/01/22 AO - MUNI BOND | May 18, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 06/23/2020 | Aug 29, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | DOWAGIAC MICH UN SCH DIST GO 4% 05/01/23 MN - MUNI BOND | Oct 1, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| WPZ | F ILINg S TATUS : New Williams Partners, L.P. Common UnitsRepresenting Limited Partner Interests | Feb 2, 2015 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES GO BONDS 5.0000% 12/01/21 JD DTD PRIOR TO 10/29/2015 PREREFUNDED - SER DZ ETM | Apr 27, 2016 | 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 ↗ |
| — | 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 ↗ |
| — | ANCHORAGE ALASKA GO 5% 09/01/24 MS GO BDS D UT BEO - MUNI BOND | May 14, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | ALLEN PARK MICH PUB SCH DIST GO 5% 11/01/23 MN - MUNI BOND | Sep 17, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | MO ENVIRONMENTAL IMPROVEMENT REV BONDS 5.0000% 01/01/20 | Dec 4, 2015 | exchange | $100.0K – $250.0K | Filing ↗ |
| ETP | Toucan Family LLC MICHIGAN FIN AUTH REV REV 5% 10/01/22 Ao - MUNI BoND | Apr 28, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| ETP | Toucan Family LLC MICHIGAN FIN AUTH REV REV 5% 10/01/22 Ao - MUNI BoND | Oct 19, 2018 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES GO BONDS 5.0000% 12/01/21 JD DTD PRIOR TO 10/29/2015 PREREFUNDED - SER DZ ETM | Apr 27, 2016 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | SPARTA MICH AREA SCHS GO 4% 05/01/24 MN - MUNI BOND | Sep 28, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 10/02/2017 | Oct 27, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JACKSONVILLE FLA SPL REV REV 5% 10/01/25 AO - MUNI BOND | Sep 17, 2018 | purchase | $100.0K – $250.0K | 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