David A. Trott

Following their disclosures vs. same money in SPY: -263.8 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	FILINg STATUS: New NEW MEXICo ST go 5% 03/01 gS	$250K–$500K	2019-01-03	2019-02-07	PDF →
SELL	Family LLC PUT/XSP @ 235 EXP 02/22/2019 - CB oT	$1K–$15K	2019-01-03	2019-02-07	PDF →
BUY	BRIgHToN MICH AREA SCH DIST go 5.0000% 05/01 gS	$15K–$50K	2019-01-03	2019-02-07	PDF →
BUY	Family LLC LoCATIoN: US DESCRIPTIoN: Not par oT	$50K–$100K	2019-01-03	2019-02-07	PDF →
BUY	FILINg STATUS: New CALEDoNIA MICH CMNTY SCHS gS	$15K–$50K	2018-12-28	2019-01-08	PDF →
BUY	Family LLC LoCATIoN: US DESCRIPTIoN: Not par oT	$50K–$100K	2018-12-26	2019-01-08	PDF →
SELL	FILINg STATUS: New PUT/XSP @ 225 EXP 02/01/2 oT	$1K–$15K	2018-12-26	2019-01-08	PDF →
BUY	FILINg STATUS: New CITIgRoUP INC. L INKED To corporate bond	$100K–$250K	2018-12-21	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-20	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-19	2019-01-08	PDF →
BUY	Family Investment Company LLC DESCRIPTIoN: S gS	$250K–$500K	2018-12-19	2019-01-08	PDF →
BUY	Family LLC LoCATIoN: US DESCRIPTIoN: Not par oT	$15K–$50K	2018-12-18	2019-01-08	PDF →
BUY	SH SHLX	$1K–$15K	2018-12-18	2019-01-08	PDF →
SELL	Family LLC LoCATIoN: US DESCRIPTIoN: Not par oT	$1K–$15K	2018-12-18	2019-01-08	PDF →
SELL	FILINg STATUS: New DESCRIPTI oN: Exchange Tr gS	$250K–$500K	2018-12-18	2019-01-08	PDF →
BUY	Family LLC LoCATIoN: US DESCRIPTIoN: Not par gS	$500K–$1M	2018-12-18	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-18	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-17	2019-01-08	PDF →
BUY	PA PAGP	$15K–$50K	2018-12-17	2019-01-08	PDF →
BUY	MP MPLX	$15K–$50K	2018-12-17	2019-01-08	PDF →
BUY	FILINg STATUS: New DESCRIPT IoN: Publicly Tr oL	$100K–$250K	2018-12-17	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-14	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-13	2019-01-08	PDF →
SELL	Family LLC LoCATIoN: US DESCRIPTIoN: Not par oT	$1K–$15K	2018-12-13	2019-01-08	PDF →
SELL	EQ EQGP	$15K–$50K	2018-12-12	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-12	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-11	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-10	2019-01-08	PDF →
SELL	VL VLP	$1K–$15K	2018-12-07	2019-01-08	PDF →
SELL	WM WMB	$100K–$250K	2018-12-06	2019-01-08	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Trott still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
TR TRGP		$633K	25.3%	+795.1%	Jan 2019	Dec 2018
MP MPLX		$460K	18.4%	+340.8%	Mar 2016	Dec 2018
AM AM		$278K	11.1%	+110.3%	May 2017	Apr 2016
AM AMJ		$267K	10.7%	+68.6%	Jan 2019	Dec 2018
PA PAA		$265K	10.6%	+52.3%	Mar 2015	Dec 2018
ET ETP		$153K	6.1%	+49.7%	Mar 2016	Dec 2016
EP EPD		$130K	5.2%	+240.6%	Nov 2015	Sep 2016
ET ET		$85K	3.4%	+171.1%	Dec 2018	Dec 2018
EN ENB		$64K	2.6%	+135.1%	Oct 2018	Sep 2018
PA PAGP		$58K	2.3%	+110.8%	Jan 2019	Dec 2018
VL VLP		$41K	1.6%	+2.7%	Aug 2015	Dec 2018
WP WPZ		$40K	1.6%	+45.4%	Apr 2018	Mar 2018
GE GEL		$22K	0.9%	-20.6%	Aug 2015	Jul 2015
EQ EQGP		$6K	0.2%	-31.4%	Aug 2015	Dec 2018

Filings 39 on file · every disclosure Trott has made