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 13 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | MORGAN STANLEY LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 11/30/2017 | May 26, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 198 EXP 08/19/2016 - CBOE MINI SPX INDEX | Jun 1, 2016 | sale | $1.0K – $15.0K | 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 ↗ |
| — | PUT/XSP @ 190 EXP 07/29/2016 - CBOE MINI SPX INDEX | Jun 16, 2016 | sale | $1.0K – $15.0K | 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 ↗ |
| — | 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 ↗ |
| — | PUT/XSP @ 196 EXP 08/05/2016 - CBOE MINI SPX INDEX | Jun 29, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PUT/XSP @ 195 EXP 09/16/2016 - CBOE MINI SPX INDEX | Jul 6, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ALLENDALE MICH PUB SCH DIST GO 5% 05/01/23 MN - MUNI BOND | Jul 6, 2016 | purchase | $1.0M – $5.0M | Filing ↗ |
| — | LAKE SHORE MICH PUB SCHS GO 3% 11/01/22 MN - MUNI BOND | Jul 8, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PUT/XSP @ 205 EXP 09/30/2016 - CBOE MINI SPX INDEX | Jul 12, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | LAKE FENTON MICH CMNTY SCHS GO 4.0000% 05/01/23 MN - MUNI BOND | Jul 14, 2016 | purchase | $100.0K – $250.0K | 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 ↗ |
| — | GALESBURG-AUGUSTA MICH CMNTY GO 2.0000% 05/01/19 MN - MUNI BOND | Jul 19, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | BAD AXE MICH PUB SCHS GO 4% 05/01/23 MN - MUNI BOND | Jul 19, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SOUTH LYON MICH CMNTY SCHS GO 5% 05/01/23 MN - MUNI BOND | Jul 22, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 206 EXP 10/21/2016 - CBOE MINI SPX INDEX | Jul 28, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | SAGINAW VY ST UNIV MICH REV 5% 07/01/22 JJ - MUNI BOND | Aug 2, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | CONN ST GO 5% 06/01/22 JD - MUNI BOND | Aug 2, 2016 | 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 ↗ |
| — | TRENTON MICH PUB SCHS SCH DIST GO 5.0000% 05/01/28 MN - MUNI BOND | Aug 9, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| WPZ | F ILINg S TATUS : New Williams Partners, L.P. Common UnitsRepresenting Limited Partner Interests | Aug 11, 2016 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @208 EXP 11/18/2016 - CBOE MINI SPX INDEX | Aug 16, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PUT/XSP @ 209 EXP 10/07/2016 - CBOE MINI SPX INDEX | Aug 31, 2016 | sale | $1.0K – $15.0K | 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