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 6 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | SOUTHFIELD MICH PUB SCHS GO 4.0000% 05/01/22 MN - MUNI BOND | Jan 13, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | SOUTH WASHINGTON CNTY INDPT GO 5% 02/01/24 FA - MUNI BOND | Sep 27, 2018 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | SOUTH LYON MICH CMNTY SCHS GO 5% 05/01/23 MN - MUNI BOND | Jul 22, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SOUTH LAKE MICH SCHS GO 5% 11/01/23 MN - MUNI BOND | Jan 20, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | SOUTH CAROLINA PUB SVCE AUTH REV 5.0000% 01/01/18 JJ SANTEE COOPER MBIA BEO - MUNI BOND | Dec 21, 2016 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | SOUTH CAROLINA PUB SVCE AUTH REV 5.0000% 01/01/18 JJ SANTEE COOPER MBIA BEO - MUNI BOND | Dec 21, 2016 | exchange | $50.0K – $100.0K | 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 ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 06/02/2017 | Aug 28, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 07/11/2019 | Oct 3, 2017 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | 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 ↗ |
| — | 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 ↗ |
| — | SOCIETE GENERALE LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 11/09/2017 | Jun 6, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| SHLX | Toucan Family LLC Shell Midstream Partners, L.P.Common Units representing Limited Partner Interests | Dec 6, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| SHLX | Toucan Family LLC Shell Midstream Partners, L.P.Common Units representing Limited Partner Interests | Dec 18, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| SHLX | Toucan Family LLC Shell Midstream Partners, L.P.Common Units representing Limited Partner Interests | Sep 17, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | SARANAC MICH CMNTY SCH DIST GO BONDS 4% 05/01/22 MN | May 6, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SAGINAW VY ST UNIV MICH REV 5% 07/01/22 JJ - MUNI BOND | Aug 2, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | S C ST PUB SVC AUTH FOR ISS D REV 5.0000% 01/01/18 JJ TD PR TO 12/21/10 UNREFUND BAL RFDG-OBLGS SER B INS BEO SR - MUNI BOND | Dec 21, 2016 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | S C ST PUB SVC AUTH FOR ISS D REV 5.0000% 01/01/18 JJ TD PR TO 12/21/10 PREUNDED-RF DG-OBLIGS-SER B INS SR LIEN - MUNI BOND | Dec 21, 2016 | exchange | $50.0K – $100.0K | Filing ↗ |
| — | ROYAL OAK MICH HOSP FINC AUTH REV BDS 8.0000% 09/01/29-CA | Aug 10, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ROYAL OAK MICH HOSP FINC AUTH REV BDS 8.0000% 09/01/29-CA | Aug 10, 2015 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 2166.89 0% DUE 09/21/2018 | Jul 18, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 10/24/2016 | Mar 19, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 08/17/2015 | Mar 19, 2015 | sale | $250.0K – $500.0K | 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