David A. Trott portrait
House

David A. Trott

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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, 2017Nov 6, 2026+216.3%+216.3%+0.0%
GEL
Genesis Energy, L.P. Common Units (GEL)
Jul 17, 2015Nov 6, 2026-34.7%+316.1%-350.8%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Feb 26, 2015Nov 6, 2026+16.4%+322.2%-305.8%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Oct 5, 2015Nov 6, 2026+178.8%+343.2%-164.3%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Oct 6, 2015Nov 6, 2026+187.0%+344.7%-157.6%
MPLX
MPLX LP
Feb 22, 2016Nov 6, 2026+455.6%+348.9%+106.8%
MPLX
MPLX LP
Apr 19, 2016Nov 6, 2026+341.1%+314.4%+26.7%
MPLX
MPLX LP
Apr 28, 2016Nov 6, 2026+338.5%+319.3%+19.2%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Sep 16, 2016Nov 6, 2026+82.5%+303.5%-221.0%
TRP
TC ENERGY CORP
Jan 11, 2018Nov 6, 2026+98.5%+204.1%-105.6%
WMB
WILLIAMS COMPANIES, INC.
Mar 15, 2018Nov 6, 2026+276.2%+205.3%+70.9%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Aug 1, 2016Nov 6, 2026+86.2%+298.9%-212.7%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Dec 6, 2018Nov 6, 2026+97.3%+207.1%-109.9%
MPLX
MPLX LP
Sep 11, 2018Nov 6, 2026+225.8%+188.0%+37.8%
TRP
TC ENERGY CORP
Sep 10, 2018Nov 6, 2026+121.3%+189.0%-67.7%
ENB
ENBRIDGE INC
Sep 20, 2018Nov 6, 2026+122.4%+183.6%-61.2%
ET
Energy Transfer LP
Dec 6, 2018Nov 6, 2026+160.2%+207.1%-46.9%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Feb 2, 2016Nov 6, 2026+234.3%+359.8%-125.5%
EPD
ENTERPRISE PRODUCTS PARTNERS L.P.
Feb 17, 2016Nov 6, 2026+235.3%+353.3%-118.0%
SPY
SPDR S&P 500 ETF TRUST
Mar 22, 2017Nov 6, 2026+263.8%+263.8%-0.0%
TRP
TC ENERGY CORP
Dec 4, 2017Nov 6, 2026+96.7%+219.5%-122.8%
ET
Energy Transfer LP
Nov 1, 2018Nov 6, 2026+138.3%+203.0%-64.7%
TRGP
Targa Resources Corp.
Dec 6, 2018Nov 6, 2026+676.9%+207.1%+469.8%
MPLX
MPLX LP
Dec 17, 2018Nov 6, 2026+258.8%+224.6%+34.3%
PAGP
PLAINS GP HOLDINGS LP
Dec 17, 2018Nov 6, 2026+110.8%+224.6%-113.7%
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
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HAWAII ST FOR ISSUES GO BONDS 5.0000% 12/01/21 JD DTD PRIOR TO 10/29/15 UNREFUNDED BALANCE - SER DZ BEO
Apr 27, 2016exchange$250.0K – $500.0KFiling ↗
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PUT/XSP @ 263 EXP 06/29/2018 - CBOE MINI SPX INDEX
May 15, 2018sale$1.0K – $15.0KFiling ↗
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GALESBURG-AUGUSTA MICH CMNTY GO 2.0000% 05/01/19 MN - MUNI BOND
Jul 19, 2016purchase$100.0K – $250.0KFiling ↗
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PUT/XSP @ 276 EXP 10/19/2018 - CBOE MINI SPX INDEX
Aug 22, 2018sale$1.0K – $15.0KFiling ↗
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NORTH CAROLINA ST LTD OBLIG REV 5% 06/01/24 JD RFDG-SER B BEO - MUNI BOND
Nov 1, 2017purchase$100.0K – $250.0KFiling ↗
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PUT/XSP @ 180 EXP 03/31/2016 - CBOE MINI SPX INDEX
Jan 13, 2016sale$15.0K – $50.0KFiling ↗
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PUT/XSP @ 272 EXP 08/31/2018 - CBOE MINI SPX INDEX
Jul 17, 2018sale$1.0K – $15.0KFiling ↗
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PUT/XSP @ 286 EXP 11/02/2018 - CBOE MINI SPX INDEX
Sep 20, 2018sale$1.0K – $15.0KFiling ↗
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WOODHAVEN BRNSTN MI SCH DST GO 4.0000% 05/01/19 MN - MUNI BOND [GS]
Jan 3, 2019purchase$15.0K – $50.0KFiling ↗
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UBS AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/06/2020
Dec 1, 2017purchase$100.0K – $250.0KFiling ↗
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PUT/XSP @ 189 EXP 02/19/2016 - CBOE MINI SPX INDEX
Feb 18, 2016purchase$1.0K – $15.0KFiling ↗
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PUT/XSP @ 198 EXP 10/02/2015 - CBOE MINI SPX INDEX
Aug 19, 2015sale$1.0K – $15.0KFiling ↗
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TEXAS ST UNIV SYS FING REV REV 5% 03/15/23 - MUNI BOND
Nov 4, 2016purchase$500.0K – $1.0MFiling ↗
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TORONTO DOMINION BANK LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 2901.52 STRUCTURED NOTE DUE 06/03/2020
Oct 16, 2018sale$250.0K – $500.0KFiling ↗
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PUT/XSP @ 205 EXP 05/15/2015 - CBOE MINI SPX INDEX
Feb 26, 2015sale$1.0K – $15.0KFiling ↗
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LINCOLN PK MICH SCH DIST GO 3% 05/01/20 MN - MUNI BOND
Jan 19, 2017purchase$15.0K – $50.0KFiling ↗
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PUT/XSP @ 240 EXP 09/15/2017 - CBOE MINI SPX INDEX
Jul 17, 2017sale$1.0K – $15.0KFiling ↗
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SOCIETE GENERALE LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 11/09/2017
Jun 6, 2016purchase$100.0K – $250.0KFiling ↗
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THE GOLDMAN SACHS GROUP, INC. LINKED TO S&P 500 INDEX 0% STRUCTURED NOTE DUE 05/10/2017
Feb 5, 2016purchase$250.0K – $500.0KFiling ↗
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ANN ARBOR MICH SCH DIST PUB GO 5.0000% 05/01/20 MN
Jun 3, 2015purchase$250.0K – $500.0KFiling ↗
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PUT/XSP @ 190 EXP 01/15/2016 - CBOE MINI SPX INDEX
Jan 13, 2016purchase$1.0K – $15.0KFiling ↗
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PUT/XSP @ 281 EXP 11/23/2018 - CBOE MINI SPX INDEX
Nov 20, 2018purchase$15.0K – $50.0KFiling ↗
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ST CLAIR CNTY MICH GO 4.0000% 04/01/20 AO RFDG-LTD TAX LT BNK QUAL BEO - MUNI BOND
Jul 27, 2017purchase$100.0K – $250.0KFiling ↗
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JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 11/20/2019
Oct 18, 2018purchase$100.0K – $250.0KFiling ↗
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PUT/XSP @ 206 EXP 10/21/2016 - CBOE MINI SPX INDEX
Jul 28, 2016sale$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
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