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 19 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | KITSAP CNTY WASH SCH DIST NO GO 5% 12/01/24 JD- MUNI BOND | Sep 4, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | KING CNTY WASH SWR REV REV 5% 07/01/22 JJ - MUNI BOND | Apr 7, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | KENTWOOD MICH PUB SCHS GO 4% 05/01/19 MN - MUNI BOND | Feb 1, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | KENT CNTY MICH GO 5% 06/01/23 JD - MUNI BOND | Jan 23, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | KALAMAZOO MICH PUB SCHS GO BONDS 5% 05/01/21 MN | May 20, 2016 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | KALAMAZOO MICH PUB SCHS GO 5% 05/01/21 MN - MUNI BOND | Oct 24, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | KALAMAZOO MICH GO BOND 4.0000% 10/01/21 AO | Jul 15, 2015 | purchase | $50.0K – $100.0K | Filing ↗ |
| AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN | Dec 6, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER, 0% STRUCTURED NOTE DUE 04/22/2020 | Nov 1, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 11/20/2019 | Oct 18, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NOTE DUE 01/22/2021 | Nov 20, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 12/23/2016 | Aug 20, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 11/09/2018 | Feb 6, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 10/03/2018 | Dec 28, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 02/20/2020 | Nov 27, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES BUFFERED CAPPED BETA STRUCTURED NOTE DUE 08/03/2016 | Jan 29, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | JENISON MICH PUB SCHS GO 5% 05/01/23 MN - MUNI BOND | Nov 6, 2018 | 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 ↗ |
| — | JACKSONVILLE FLA SPL REV REV 5% 10/01/25 AO - MUNI BOND | Oct 18, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | JACKSON MICH PUB SCHS GO 5% 05/01/25 MN GO - MUNI BOND | Sep 21, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | IMLAY CITY MICH CMNTY SCHS GO 4% 05/01/20 MN - MUNI BOND | Feb 3, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | HUDSONVILLE MICH PUB SCHS GO 5% 05/01/24 MN GO REF BDS 2015 UT BEO - MUNI BOND | Feb 2, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | HSBC USA INC. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 08/27/2018 | Jun 22, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | HSBC USA INC. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 08/27/2018 | Jun 22, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | HSBC USA INC. LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 08/09/2018 | Aug 5, 2016 | 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