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 6 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 PREREFUNDED-SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | KITSAP CNTY WASH SCH DIST NO GO 5% 12/01/24 JD- MUNI BOND | Sep 4, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| WMB | WILLIAMS COMPANIES, INC. | Dec 6, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | GALESBURG-AUGUSTA MICH CMNTY GO 2.0000% 05/01/19 MN - MUNI BOND | Jul 19, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | NORTH CAROLINA ST LTD OBLIG REV 5% 06/01/24 JD RFDG-SER B BEO - MUNI BOND | Nov 1, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | UBS AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/06/2020 | Dec 1, 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 ↗ |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | ST CLAIR CNTY MICH GO 4.0000% 04/01/20 AO RFDG-LTD TAX LT BNK QUAL BEO - MUNI BOND | Jul 27, 2017 | purchase | $100.0K – $250.0K | 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 ↗ |
| — | MICHIGAN ST FOR ISSUES DTD GO BONDS 5.0000% 12/01/22 JD | May 18, 2016 | 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 ↗ |
| — | 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 ↗ |
| — | PLYMOUTH-CANTON MICH CMNTY SCH GO 5% 05/01/23 MN - MUNI BOND | Oct 22, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | BARCLAYS BANK PLC LINKED TO BASKET OF INDICES BUFFERED CAPPED BETA STRUCTURED NOTE DUE 12/07/16 | Feb 2, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | GRAND RAPIDS MICH SAN SWR SYS REV 5% 01/01/24 JJ REV BDS 2018 BEO - MUNI BOND | May 24, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | CITIGROUP INC. LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 01/31/2020 | Dec 21, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 26, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | THE BANK OF NOVA SCOTIA LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 10/21/2020 | Oct 18, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | MUNICIPAL ELCTRC AUTH OF GA REV 5.2500% 01/01/19 JJ - MUNI BOND | Apr 20, 2017 | sale | $100.0K – $250.0K | Filing ↗ |
| — | BELLEVILLE MICH AREA DIST LIBR GO 3.5000% 05/01/20 MN - MUNI BOND | Apr 11, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | BNP PARIBAS LINKED TO BASKET OF INDICES BUFFERED CAPPED BETA STRUCTURED NOTE DUE 11/10/16 | Jan 7, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | MICHIGAN FIN AUTH REV REV 5% 10/01/20 AO - MUNI BOND | Oct 24, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | ARLINGTON TEX ETC GO 5% 08/15/23 FA PERM IMPT BDS 2014 LT BEO SR LIEN - MUNI BOND | Jun 12, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PLYMH-CNTN MCH CMNTY SCH DST GO 5.0000% 05/01/22 MN PREREFUNDED-RFDG-SCH BLDG & SITE PRERE 05/01/18 INS SR LN - MUNI BOND | Oct 3, 2017 | exchange | $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