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 7 of 28 · 683 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| — | SARANAC MICH CMNTY SCH DIST GO BONDS 4% 05/01/22 MN | May 6, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SPARTA MICH AREA SCHS GO 4% 05/01/24 MN - MUNI BOND | May 9, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | SOCIETE GENERALE LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 06/02/2017 | Aug 28, 2015 | 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 ↗ |
| — | 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 ↗ |
| — | MILWAUKEE WIS GO 5% 04/01/24 AO GO PROM NTS 2018 N4 UT BEO - MUNI BOND | May 4, 2018 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | BARCLAYS BANK PLC LINKED TO S&P 500 INDEX BUFFERED CAPPED BETA STRUCTURED NOTE DUE 10/03/2017 | Oct 28, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| WPZ | F ILINg S TATUS : New Williams Partners, L.P. Common UnitsRepresenting Limited Partner Interests | Aug 10, 2018 | exchange | $100.0K – $250.0K | Filing ↗ |
| OKS | ONEOK Partners, L.P. (OKS) | Jun 30, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | BIRMINGHAM MICH PUB SCHS GO 5% 11/01/20 MN RFDG UT BEO SR LIEN - MUNI BOND | Aug 3, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | MO ST ENV IMPT & ENERGY RES AU REV BONDS 5.0000% 01/01/20 | Dec 4, 2015 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | PLYMTH-CNTN MCH CMNTY SCH DST GO 5.0000% 05/01/22-CA MN UNREFUNDED BALANCE-RFDG-SCH BLDG & SITE UT INS BEO SR LN - MUNI BOND | Oct 3, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | PLYMOUTH-CANTON MICH CMNTY SCH GO 5.0000% 05/01/22-CA MN RFDG-SCH BLDG & SITE UT FSA BEO - MUNI BOND | Oct 3, 2017 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | SOUTH CAROLINA PUB SVCE AUTH REV 5.0000% 01/01/18 JJ SANTEE COOPER MBIA BEO - MUNI BOND | Dec 21, 2016 | exchange | $100.0K – $250.0K | Filing ↗ |
| — | THE BANK OF NOVA SCOTIA LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 03/20/2020 | Nov 14, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | ALLEN PARK MICH PUB SCH DIST GO 5.0000% 11/01/23 MN - MUNI BOND | May 4, 2017 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | S C ST PUB SVC AUTH FOR ISS D REV 5.0000% 01/01/18 JJ TD PR TO 12/21/10 UNREFUND BAL RFDG-OBLGS SER B INS BEO SR - MUNI BOND | Dec 21, 2016 | exchange | $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 ↗ |
| — | 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 ↗ |
| — | SOUTH LYON MICH CMNTY SCHS GO 5% 05/01/23 MN - MUNI BOND | Jul 22, 2016 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | OAKRIDGE MICH PUB SCHS GO 5% 05/01/24 MN - MUNI BOND [GS] | Apr 3, 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 ↗ |
| — | CLEVELAND OHIO INCOME TAX REV BDS 5.0000% 10/01/25 AO | Oct 6, 2015 | purchase | $100.0K – $250.0K | Filing ↗ |
| — | BOFA FINANCE LLC LINKED TO BASKET OF INDICES UPSIDE LEVERED CAPPED W BUFFER 0% STRUCTURED NOTE DUE 12/31/2019 | Jul 25, 2018 | purchase | $100.0K – $250.0K | 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