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↑↓ |
|---|---|---|---|---|---|---|
| WMB | WILLIAMS COMPANIES, INC. | Mar 15, 2018 | Nov 6, 2026 | +276.2% | +205.3% | +70.9% |
| TRP | TC ENERGY CORP | Jan 11, 2018 | Nov 6, 2026 | +98.5% | +204.1% | -105.6% |
| TRP | TC ENERGY CORP | Sep 10, 2018 | Nov 6, 2026 | +121.3% | +189.0% | -67.7% |
| TRP | TC ENERGY CORP | Dec 4, 2017 | Nov 6, 2026 | +96.7% | +219.5% | -122.8% |
| TRGP | Targa Resources Corp. | Dec 6, 2018 | Nov 6, 2026 | +676.9% | +207.1% | +469.8% |
| SPY | SPDR S&P 500 ETF TRUST | Dec 12, 2017 | Nov 6, 2026 | +216.3% | +216.3% | +0.0% |
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | Nov 6, 2026 | +263.8% | +263.8% | -0.0% |
| PAGP | PLAINS GP HOLDINGS LP | Dec 17, 2018 | Nov 6, 2026 | +110.8% | +224.6% | -113.7% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Feb 26, 2015 | Nov 6, 2026 | +16.4% | +322.2% | -305.8% |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | Sep 16, 2016 | Nov 6, 2026 | +82.5% | +303.5% | -221.0% |
| 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 | 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% |
| MPLX | MPLX LP | Sep 11, 2018 | Nov 6, 2026 | +225.8% | +188.0% | +37.8% |
| MPLX | MPLX LP | Dec 17, 2018 | Nov 6, 2026 | +258.8% | +224.6% | +34.3% |
| GEL | Genesis Energy, L.P. Common Units (GEL) | Jul 17, 2015 | Nov 6, 2026 | -34.7% | +316.1% | -350.8% |
| 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% |
| 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% |
| 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% |
| ENB | ENBRIDGE INC | Sep 20, 2018 | Nov 6, 2026 | +122.4% | +183.6% | -61.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 2 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | Mar 22, 2017 | purchase | $500.0K – $1.0M | Filing ↗ |
| — | PENNFIELD MICH SCHS DIST GO 4% 05/01/22 MN - MUNI BOND | Dec 22, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | BATTLE CREEK MICH GO BOND 4% 09/01/20 MS | Jan 12, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 11/09/2018 | Feb 6, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | WELLS FARGO & COMPANY LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 06/13/2018 | Apr 8, 2016 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | COOPERSVILLE AREA MICH PUB GO 5% 05/01/23 MN - MUNI BOND | Apr 7, 2017 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 08/17/2015 | Mar 19, 2015 | sale | $250.0K – $500.0K | Filing ↗ |
| — | ROYAL BANK OF CANADA LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 10/24/2016 | Mar 19, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | MANATEE CNTY FLA REV BDS 5% 10/01/18 AO | Aug 5, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | CREDIT SUISSE AG LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 06/15/15 | Apr 30, 2015 | sale | $250.0K – $500.0K | Filing ↗ |
| — | 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, 2016 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | CENTRAL BUCKS PA SCH DIST GO BOND 4% 05/15/22 MN | May 5, 2015 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | MICHIGAN ST FOR ISSUES DTD GO 5.0000% 12/01/22 JD - MUNI BOND | Dec 18, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | WHITMORE LAKE MICH PUB SCH GO BONDS 4.0000% 05/01/22 MN | Oct 5, 2015 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | LAPEER MICH CMNTY SCHS GO BONDS 5.0000% 05/01/22 MN | May 26, 2016 | purchase | $250.0K – $500.0K | 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 ↗ |
| — | VA ST PUB SCH AUTH SCH FING REV 5% 08/01/23 FA - MUNI BOND | Sep 27, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA 0% STRUCTURED NOTE DUE 05/28/2020 | Oct 16, 2018 | sale | $250.0K – $500.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREF BLNCE-SER DZ BEO SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $250.0K – $500.0K | Filing ↗ |
| ACMP | Access Midstream Partners, L.P. Common Units Representing Limited Partner Interests (ACMP) | Feb 2, 2015 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | HAWAII ST FOR ISSUES DTD PRIOR GO 5.0000% 12/01/21 JD TO 10/29/2015 SEE419791 UNREF BLNCE-SER DZ BEO SR LIEN - MUNI BOND | Jun 6, 2017 | exchange | $250.0K – $500.0K | Filing ↗ |
| — | CRSWL&LXNGT MI CMN SCH GO 5.0000% 05/01/23 MN - MUNI BOND | Dec 19, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | BOFA FINANCE LLC LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA, 0% STRUCTURED NOTE DUE 10/27/2020 | Nov 14, 2018 | purchase | $250.0K – $500.0K | Filing ↗ |
| — | 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, 2016 | exchange | $250.0K – $500.0K | 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