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 22 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | BRIGHTON MICH AREA SCH DIST GO BOND 5% 05/01/19 MN | May 18, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PORTAGE MICH PUB SCHS GO 5% 05/01/23 MN - MUNI BOND | Nov 28, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | SPARTA MICH AREA SCHS GO 4% 05/01/24 MN - MUNI BOND | May 9, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 227 EXP 06/30/2017 - CBOE MINI SPX INDEX | Apr 7, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | DETROIT MICH WTR SUPPLY SYS REV 6.2500% 07/01/36 JJ - MUNI BOND | Jan 25, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | MATTAWAN MICH CONS SCH DIST GO 5% 05/01/25 MN - MUNI BOND | Oct 17, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | MASSACHUSETTS ST GO 5.2500% 09/01/23 MS - MUNI BOND | Sep 27, 2018 | sale | $1.0M – $5.0M | Filing ↗ |
| — | BAY CITY MICH SCH DIST GO 5% 11/01/23 MN RFDG UT BEO - MUNI BOND | Nov 30, 2017 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 260 EXP 01/18/2019 - CBOE MINI SPX INDEX | Oct 23, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 276 EXP 10/19/2018 - CBOE MINI SPX INDEX | Oct 17, 2018 | purchase | $1.0K – $15.0K | 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 ↗ |
| — | IMLAY CITY MICH CMNTY SCHS GO 4% 05/01/20 MN - MUNI BOND | Feb 3, 2017 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | BOFA FINANCE LLC LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 01/23/2020 | Oct 18, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | STURGIS MICH PUB SCH DIST GO BOND 4.0000% 05/01/18 MN | Jan 8, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PUT/XSP @ 283 EXP 10/26/2018 - CBOE MINI SPX INDEX | Oct 23, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 175 EXP 05/20/2016 - CBOE MINI SPX INDEX | Feb 18, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| — | CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 06/22/2020 | Oct 18, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | MASSACHUSETTS ST GO 5% 11/01/24 MN - MUNI BOND | Sep 28, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 02/03/2017 | Apr 30, 2015 | 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 ↗ |
| — | MILWAUKEE WIS GO 5% 04/01/24 AO GO PROM NTS 2018 N4 UT BEO - MUNI BOND | May 4, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | KALAMAZOO MICH PUB SCHS GO 5% 05/01/21 MN - MUNI BOND | Oct 24, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | PUT/XSP @ 250 EXP 11/10/2017 - CBOE MINI SPX INDEX | Oct 12, 2017 | sale | $1.0K – $15.0K | Filing ↗ |
| — | BARCLAYS BANK PLC LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 10/03/2017 | Oct 28, 2015 | 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 ↗ |
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