
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↑↓ |
|---|---|---|---|---|---|---|
| TRGP | Targa Resources Corp. | Dec 6, 2018 | Nov 6, 2026 | +676.9% | +207.1% | +469.8% |
| 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% |
| WMB | WILLIAMS COMPANIES, INC. | Mar 15, 2018 | Nov 6, 2026 | +276.2% | +205.3% | +70.9% |
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | Nov 6, 2026 | +263.8% | +263.8% | -0.0% |
| MPLX | MPLX LP | Dec 17, 2018 | Nov 6, 2026 | +258.8% | +224.6% | +34.3% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 17, 2016 | Nov 6, 2026 | +235.3% | +353.3% | -118.0% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Feb 2, 2016 | Nov 6, 2026 | +234.3% | +359.8% | -125.5% |
| MPLX | MPLX LP | Sep 11, 2018 | Nov 6, 2026 | +225.8% | +188.0% | +37.8% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +0.0% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 6, 2015 | Nov 6, 2026 | +187.0% | +344.7% | -157.6% |
| EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Oct 5, 2015 | Nov 6, 2026 | +178.8% | +343.2% | -164.3% |
| ET | Energy Transfer LP | Dec 6, 2018 | Nov 6, 2026 | +160.2% | +207.1% | -46.9% |
| ET | Energy Transfer LP | Nov 1, 2018 | Nov 6, 2026 | +138.3% | +203.0% | -64.7% |
| ENB | ENBRIDGE INC | Sep 20, 2018 | Nov 6, 2026 | +122.4% | +183.6% | -61.2% |
| TRP | TC ENERGY CORP | Sep 10, 2018 | Nov 6, 2026 | +121.3% | +189.0% | -67.7% |
| PAGP | PLAINS GP HOLDINGS LP | Dec 17, 2018 | Nov 6, 2026 | +110.8% | +224.6% | -113.7% |
| TRP | TC ENERGY CORP | Jan 11, 2018 | Nov 6, 2026 | +98.5% | +204.1% | -105.6% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Dec 6, 2018 | Nov 6, 2026 | +97.3% | +207.1% | -109.9% |
| TRP | TC ENERGY CORP | Dec 4, 2017 | Nov 6, 2026 | +96.7% | +219.5% | -122.8% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Aug 1, 2016 | Nov 6, 2026 | +86.2% | +298.9% | -212.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Sep 16, 2016 | Nov 6, 2026 | +82.5% | +303.5% | -221.0% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 26, 2015 | Nov 6, 2026 | +16.4% | +322.2% | -305.8% |
| GEL | Genesis Energy, L.P. Common Units (GEL) | Jul 17, 2015 | Nov 6, 2026 | -34.7% | +316.1% | -350.8% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 14 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| EQM | EQT Midstream Partners, LP Common Units representing Limited Partner Interests | Dec 1, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| VLP | Toucan Family LLC Valero Energy Partners LP Common Units representing limited partner interests | Dec 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| PSXP | Phillips 66 Partners lP Commonunits representing limited partner interest in t he Partnership | Dec 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| ETP | Toucan Family LLC MICHIGAN FIN AUTH REV REV 5% 10/01/22 Ao - MUNI BoND | Dec 1, 2016 | purchase | $1.0K – $15.0K | Filing ↗ |
| — | PORTAGE MICH PUB SCHS GO 5% 05/01/23 MN - MUNI BOND | Nov 28, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | PUT/XSP @ 210 EXP 02/17/2017 - CBOE MINI SPX INDEX | Nov 22, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | PORTLAND ORE SWR SYS REV REV 5% 06/15/23 JD RFDG - MUNI BOND | Nov 18, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | NEW YORK NY GO BDS 05.000% DUE 08/01/23 - MUNI BOND | Nov 17, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | BNP PARIBAS LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 09/24/2018 | Nov 16, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 206 EXP 01/20/2017 - CBOE MINI SPX INDEX | Nov 11, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | GRAND LEDGE MICH PUB SCHS DIST GO 5% 05/01/23 - MUNI BOND | Nov 7, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | PUT/XSP @ 196 EXP 01/20/2017 - CBOE MINI SPX INDEX | Nov 4, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | TEXAS ST UNIV SYS FING REV REV 5% 03/15/23 - MUNI BOND | Nov 4, 2016 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 04/27/2018 | Oct 28, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | BATTLE CREEK MICH SCH DIST GO 5% 05/01/31 MN - MUNI BOND | Oct 24, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | PUT/XSP @ 202 EXP 12/16/2016 - CBOE MINI SPX INDEX | Oct 12, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | ROMULUS MICH CMNTY SCHS GO 5% 05/01/22 MN - MUNI BOND | Oct 7, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| EQM | EQT Midstream Partners, LP Common Units representing Limited Partner Interests | Oct 7, 2016 | purchase | $15.0K – $50.0K | Filing ↗ |
| — | ROMULUS MICH CMNTY SCHS GO 5% 05/01/22 MN - MUNI BOND | Oct 7, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | PUT/XSP @ 205 EXP 11/04/2016 - CBOE MINI SPX INDEX | Oct 6, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | CITIGROUP INC. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 02/01/2018 | Sep 29, 2016 | purchase | $50.0K – $100.0K | Filing ↗ |
| — | PUT/XSP @ 204 EXP 12/16/2016 - CBOE MINI SPX INDEX | Sep 29, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| — | DEUTSCHE BANK AG-LONDON BRANCH LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 03/30/2017 | Sep 28, 2016 | sale | $50.0K – $100.0K | Filing ↗ |
| WPZ | F ILINg S TATUS : New Williams Partners, L.P. Common UnitsRepresenting Limited Partner Interests | Sep 28, 2016 | sale | $1.0K – $15.0K | Filing ↗ |
| PSXP | Phillips 66 Partners lP Commonunits representing limited partner interest in t he Partnership | Sep 28, 2016 | sale | $15.0K – $50.0K | 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