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↑↓
ENB
ENBRIDGE INC
Sep 20, 2018Nov 6, 2026+122.4%+183.6%-61.2%
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%
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%
ET
Energy Transfer LP
Dec 6, 2018Nov 6, 2026+160.2%+207.1%-46.9%
ET
Energy Transfer LP
Nov 1, 2018Nov 6, 2026+138.3%+203.0%-64.7%
GEL
Genesis Energy, L.P. Common Units (GEL)
Jul 17, 2015Nov 6, 2026-34.7%+316.1%-350.8%
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%
MPLX
MPLX LP
Sep 11, 2018Nov 6, 2026+225.8%+188.0%+37.8%
MPLX
MPLX LP
Dec 17, 2018Nov 6, 2026+258.8%+224.6%+34.3%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Feb 26, 2015Nov 6, 2026+16.4%+322.2%-305.8%
PAA
PLAINS ALL AMERICAN PIPELINE LP
Sep 16, 2016Nov 6, 2026+82.5%+303.5%-221.0%
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%
PAGP
PLAINS GP HOLDINGS LP
Dec 17, 2018Nov 6, 2026+110.8%+224.6%-113.7%
SPY
SPDR S&P 500 ETF TRUST
Dec 12, 2017Nov 6, 2026+216.3%+216.3%+0.0%
SPY
SPDR S&P 500 ETF TRUST
Mar 22, 2017Nov 6, 2026+263.8%+263.8%-0.0%
TRGP
Targa Resources Corp.
Dec 6, 2018Nov 6, 2026+676.9%+207.1%+469.8%
TRP
TC ENERGY CORP
Jan 11, 2018Nov 6, 2026+98.5%+204.1%-105.6%
TRP
TC ENERGY CORP
Sep 10, 2018Nov 6, 2026+121.3%+189.0%-67.7%
TRP
TC ENERGY CORP
Dec 4, 2017Nov 6, 2026+96.7%+219.5%-122.8%
WMB
WILLIAMS COMPANIES, INC.
Mar 15, 2018Nov 6, 2026+276.2%+205.3%+70.9%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 4 of 28 · 683 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
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BOFA FINANCE LLC LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 01/23/2020
Oct 18, 2018purchase$100.0K – $250.0KFiling ↗
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CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 06/22/2020
Oct 18, 2018purchase$100.0K – $250.0KFiling ↗
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JACKSONVILLE FLA SPL REV REV 5% 10/01/25 AO - MUNI BOND
Oct 18, 2018sale$100.0K – $250.0KFiling ↗
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CITIGROUP INC. LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 04/22/2020
Oct 18, 2018purchase$100.0K – $250.0KFiling ↗
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PUT/XSP @ 268 EXP 12/21/2018 - CBOE MINI SPX INDEX
Oct 17, 2018sale$1.0K – $15.0KFiling ↗
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MATTAWAN MICH CONS SCH DIST GO 5% 05/01/25 MN - MUNI BOND
Oct 17, 2018purchase$50.0K – $100.0KFiling ↗
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PUT/XSP @ 276 EXP 10/19/2018 - CBOE MINI SPX INDEX
Oct 17, 2018purchase$1.0K – $15.0KFiling ↗
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CREDIT SUISSE AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 03/13/2020
Oct 16, 2018sale$50.0K – $100.0KFiling ↗
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CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 05/28/2020
Oct 16, 2018sale$250.0K – $500.0KFiling ↗
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UBS AG LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 06/18/2020
Oct 16, 2018purchase$50.0K – $100.0KFiling ↗
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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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SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 07/11/2019
Oct 16, 2018sale$100.0K – $250.0KFiling ↗
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BNP PARIBAS LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER 0% STRUCTURED NOTE DUE 09/11/2020
Oct 9, 2018purchase$50.0K – $100.0KFiling ↗
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CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX CNTNGNT CPN W BUFFER, 0% STRUCTURED NOTE DUE 02/20/2020
Oct 5, 2018purchase$50.0K – $100.0KFiling ↗
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CREDIT SUISSE AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 03/13/2020
Oct 5, 2018purchase$250.0K – $500.0KFiling ↗
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PUT/XSP @ 281 EXP 11/23/2018 - CBOE MINI SPX INDEX
Oct 4, 2018sale$1.0K – $15.0KFiling ↗
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MADISON WIS GO 4% 10/01/25 AO - MUNI BOND
Oct 4, 2018purchase$50.0K – $100.0KFiling ↗
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HASLETT MICH PUB SCH DIST GO 5% 05/01/26 MN - MUNI BOND
Oct 4, 2018purchase$100.0K – $250.0KFiling ↗
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UNIVERSITY MICH UNIV REVS REV 5% 04/01/23 AO - MUNI BOND
Oct 3, 2018purchase$500.0K – $1.0MFiling ↗
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DOWAGIAC MICH UN SCH DIST GO 4% 05/01/23 MN - MUNI BOND
Oct 1, 2018purchase$250.0K – $500.0KFiling ↗
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SPARTA MICH AREA SCHS GO 4% 05/01/24 MN - MUNI BOND
Sep 28, 2018sale$100.0K – $250.0KFiling ↗
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WARREN WOODS MICH PUB SCHS GO 5.0000% 05/01/24 MN - MUNI BOND
Sep 28, 2018sale$50.0K – $100.0KFiling ↗
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MASSACHUSETTS ST GO 5% 11/01/24 MN - MUNI BOND
Sep 28, 2018sale$15.0K – $50.0KFiling ↗
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VA ST PUB SCH AUTH SCH FING REV 5% 08/01/23 FA - MUNI BOND
Sep 27, 2018sale$250.0K – $500.0KFiling ↗
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MASSACHUSETTS ST GO 5.2500% 09/01/23 MS - MUNI BOND
Sep 27, 2018sale$1.0M – $5.0MFiling ↗
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