
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 25 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 07/11/2019 | Oct 16, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 268 EXP 12/21/2018 - CBOE MINI SPX INDEX | Oct 17, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | MATTAWAN MICH CONS SCH DIST GO 5% 05/01/25 MN - MUNI BOND | Oct 17, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | PUT/XSP @ 276 EXP 10/19/2018 - CBOE MINI SPX INDEX | Oct 17, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 08/20/2020 | Oct 18, 2018 | 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 ↗ |
| — | 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 ↗ |
| — | 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 ↗ |
| — | 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 ↗ |
| — | JACKSONVILLE FLA SPL REV REV 5% 10/01/25 AO - MUNI BOND | Oct 18, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | CITIGROUP INC. LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 04/22/2020 | Oct 18, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| ETP | Toucan Family LLC MICHIGAN FIN AUTH REV REV 5% 10/01/22 Ao - MUNI BoND | Oct 19, 2018 | exchange | $100.0K – $250.0K | Filing ↗ |
| ET | Energy Transfer LP | Oct 19, 2018 | exchange | $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 ↗ |
| — | PUT/XSP @ 260 EXP 01/18/2019 - CBOE MINI SPX INDEX | Oct 23, 2018 | sale | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 283 EXP 10/26/2018 - CBOE MINI SPX INDEX | Oct 23, 2018 | purchase | $15.0K – $50.0K | Filing ↗ |
| VLP | Toucan Family LLC Valero Energy Partners LP Common Units representing limited partner interests | Oct 23, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 11/20/2019 | Oct 23, 2018 | purchase | $50.0K – $100.0K | Filing ↗ |
| EQM | EQT Midstream Partners, LP Common Units representing Limited Partner Interests | Oct 23, 2018 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | MICHIGAN FIN AUTH REV REV 5% 10/01/20 AO - MUNI BOND | Oct 24, 2018 | sale | $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 ↗ |
| — | CONN ST GO 5% 06/01/22 JD - MUNI BOND | Oct 24, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | GRAND RAPIDS MICH CMNTY GO 5% 05/01/20 MN - MUNI BOND | Oct 24, 2018 | sale | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 255 EXP 12/07/2018 - CBOE MINI SPX INDEX | Oct 30, 2018 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PUT/XSP @ 286 EXP 11/02/2018 - CBOE MINI SPX INDEX | Oct 30, 2018 | 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