
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↑↓ |
|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +0.0% |
| 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% |
| 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% |
| 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 | Sep 16, 2016 | Nov 6, 2026 | +82.5% | +303.5% | -221.0% |
| 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% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 1, 2016 | Nov 6, 2026 | +86.2% | +298.9% | -212.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Dec 6, 2018 | Nov 6, 2026 | +97.3% | +207.1% | -109.9% |
| 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% |
| ENB | ENBRIDGE INC | Sep 20, 2018 | Nov 6, 2026 | +122.4% | +183.6% | -61.2% |
| ET | Energy Transfer LP | Dec 6, 2018 | Nov 6, 2026 | +160.2% | +207.1% | -46.9% |
| 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% |
| 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% |
| ET | Energy Transfer LP | Nov 1, 2018 | Nov 6, 2026 | +138.3% | +203.0% | -64.7% |
| 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 3 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | TORONTO DOMINION BANK LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 2901.52 STRUCTURED NOTE DUE 06/03/2020 | Oct 16, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | THE GOLDMAN SACHS GROUP, INC. LINKED TO S&P 500 INDEX 0% STRUCTURED NOTE DUE 05/10/2017 | Feb 5, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | ANN ARBOR MICH SCH DIST PUB GO 5.0000% 05/01/20 MN | Jun 3, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PORTLAND ORE SWR SYS REV REV 5% 06/15/23 JD RFDG - MUNI BOND | Nov 18, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | ALLEN PARK MICH PUB SCH DIST GO 5% 05/01/23 MN - MUNI BOND | May 4, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | HAWAII ST GO BONDS 5.0000% 12/01/21 JD SER DZ BEO | Apr 27, 2016 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | 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 ↗ |
| — | STURGIS MICH PUB SCH DIST GO BOND 4.0000% 05/01/18 MN | Jan 8, 2015 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | KALAMAZOO MICH PUB SCHS GO 5% 05/01/21 MN - MUNI BOND | Oct 24, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | Trott Northwestern, LLC | Dec 31, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | CONN ST GO 5% 06/01/22 JD - MUNI BOND | Oct 24, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | NEW MEXICO ST GO 5% 03/01/25 MS - MUNI BOND [GS] | Jan 3, 2019 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | BARCLAYS BANK PLC LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 03/29/2018 | May 25, 2016 | 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 ↗ |
| — | TORONTO DOMINION BANK LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 06/03/2020 | Aug 31, 2018 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | FLA ST BRD ED PUB ED FOR ISSUE DB 5.0000% 06/01/23 JD - MUNI BOND | Apr 24, 2017 | 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 ↗ |
| — | 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 ↗ |
| — | Trott Northwestern, LLC | Dec 31, 2017 | 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 ↗ |
| — | PORTLAND MICH PUB SCHS GO BOND 4.0000% 05/01/19 MN | Jan 8, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | VIRGINIA ST PUB SCH AUTH SCH REV 5% 08/01/23 FA - MUNI BOND | May 9, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
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