Congressional stock trades · Member
David J. Trone
Former representative · MD-6 · Democrat
48 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 5 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2024-05-15 | 2023-11-16 | 181 ·>45 | Joint | US Treasury Bill 03/07/2024 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-11-02 | 195 ·>45 | Joint | US Treasury Bill 01/18/2024 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-11-01 | 196 ·>45 | Spouse | PEPPepsico, Inc. | Sale | $50,001 - $100,000 | Clerk → |
| 2024-05-15 | 2023-10-31 | 197 ·>45 | Joint | US Treasury Bill 12/21/2023 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-10-25 | 203 ·>45 | Joint | US Treasury Bill 02/22/2024 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-10-17 | 211 ·>45 | Joint | US Treasury Bill 11/16/2023 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-10-17 | 211 ·>45 | Joint | US Treasury Bill 12/21/2023 | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2024-05-15 | 2023-10-12 | 216 ·>45 | Joint | US Treasury Bill 10/17/2023 | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-10-02 | 226 ·>45 | Joint | US Treasury Bill 10/17/2023 | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-09-27 | 231 ·>45 | Joint | US Treasury Bill 01/18/2024 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-09-27 | 231 ·>45 | Joint | US Treasury Bill 02/22/2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-09-27 | 231 ·>45 | Joint | US Treasury Bill 11/16/2023 | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-05-15 | 2023-09-27 | 231 ·>45 | Joint | US Treasury Bill 12/21/2023 | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-05-15 | 2023-09-26 | 232 ·>45 | Joint | US Treasury Bill 09/26/2023 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-09-13 | 245 ·>45 | Joint | US Treasury Bill 01/18/2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-09-06 | 252 ·>45 | Joint | US Treasury Bill 03/07/2024 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-08-25 | 264 ·>45 | Joint | US Treasury Bill 02/22/2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-08-24 | 265 ·>45 | Joint | US Treasury Bill 08/24/2023 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-08-02 | 287 ·>45 | Joint | US Treasury Bill 01/18/2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-08-02 | 287 ·>45 | Joint | US Treasury Bill 02/22/2024 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-07-20 | 300 ·>45 | Joint | US Treasury Bill 07/20/2023 | Sale | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-07-07 | 313 ·>45 | Joint | US Treasury Bill 12/21/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-07-05 | 315 ·>45 | Joint | US Treasury Bill 11/16/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-06-15 | 335 ·>45 | Joint | US Treasury Bill 10/17/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-06-12 | 338 ·>45 | Joint | US Treasury Bill 09/26/2023 | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-05-15 | 2023-06-01 | 349 ·>45 | Joint | US Treasury Bill 08/24/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-06-01 | 349 ·>45 | Joint | US Treasury Bill 09/26/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2024-05-15 | 2023-04-18 | 393 ·>45 | Joint | US Treasury Bill 07/20/2023 | Purchase | $1,000,001 - $5,000,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | GSGoldman Sachs Group Inc | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | MSMorgan Stanley | Sale | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | Citigroup Inc. Variable Rate Note | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | JP Morgan Chase & Company Variable Rate Note | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | Citigroup Inc. Variable Rate Note | Sale | $100,001 - $250,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | Wells Fargo & Company Variable Rate Note | Sale | $50,001 - $100,000 | Clerk → |
| 2023-03-20 | 2023-02-16 | 32 | Joint | JP Morgan Chase & Company Variable Rate Note | Sale | $50,001 - $100,000 | Clerk → |
| 2020-08-13 | 2020-03-19 | 147 ·>45 | Joint | MSMorgan Stanley | Purchase | $50,001 - $100,000 | Clerk → |
| 2020-08-13 | 2020-03-19 | 147 ·>45 | Joint | Morgan Stanley Variable Rate Note | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2020-03-04 | 162 ·>45 | Spouse | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2020-03-04 | 162 ·>45 | Spouse | KTBKontoor brands, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2019-12-26 | 231 ·>45 | Joint | GS MARKET PLUS SPX | Sale | $250,001 - $500,000 | Clerk → |
| 2020-08-13 | 2019-11-04 | 283 ·>45 | Joint | VOYA FINL INC | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2019-10-30 | 288 ·>45 | Joint | JPM DD CBEN SX5E 10/30/19 | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2019-10-03 | 315 ·>45 | Spouse | VFCV.F. Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2020-08-13 | 2019-05-15 | 456 ·>45 | Joint | Db DD CBEN SX5E | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2019-04-03 | 498 ·>45 | Joint | BARC CBEN SPX | Sale | $250,001 - $500,000 | Clerk → |
| 2020-08-13 | 2019-03-19 | 513 ·>45 | Joint | BANK OF AMERICA CORP VARIABLE RATE NOTE | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2019-01-25 | 566 ·>45 | Joint | GOLDMAN SACHS GROUP INC VARIABLE RATE NOTE | Sale | $50,001 - $100,000 | Clerk → |
| 2020-08-13 | 2019-01-25 | 566 ·>45 | Joint | DISCOVER FINANCIAL | Sale | $50,001 - $100,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2021 report.
122 assets with a value on the report filed 2022-05-16, 4 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Fidelity Government Money Market | Fund | Spouse | $1,001 - $15,000 |
| Arizona Fine Wine and Spirits LLC | Other | Member | $50,001 - $100,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | None |
| California Fine Wine & Spirits LLC | Other | Member | None |
| Cherry Hill Wine & Spirits, Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Colorado Fine Wines & Spirits, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Connecticut Fine Wine and Spirits, LLC | Other | Member | $1,000,001 - $5,000,000 |
| DRT Wine & Spirits, LLC | Other | Member | None |
| DT Georgia Holdings Inc. | Other | Member | $250,001 - $500,000 |
| DT Virginia Fine Wines, LLC | Other | Member | $100,001 - $250,000 |
| FID 500 Index | Fund | Member | $1,001 - $15,000 |
| Fidelity Small Cap Indx | Fund | Member | $500,001 - $1,000,000 |
| Fine Wines & Spirits of North Texas, LLC | Other | Member | None |
| Fine Wines & Spirits of North Texas, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Florida Fine Wine and Spirits, LLC | Other | Member | $1,000,001 - $5,000,000 |
| US Large Cap Equity | Other | Member | $500,001 - $1,000,000 |
| GFWS Holdings, Inc. | Other | Member | $100,001 - $250,000 |
| GFWS Holdings, Inc. | Other | Member | $15,001 - $50,000 |
| Amount owed to the filer (debtor not shown) | Other | Member | $500,001 - $1,000,000 |
| Indiana Fine Wine & Spirits, LLC | Other | Member | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $500,001 - $1,000,000 |
| AAPLApple Inc. | Stock | Spouse | $1,000,001 - $5,000,000 |
| Cash | Other | Spouse | $50,001 - $100,000 |
| ETNEaton Corporation, PLC Ordinary Shares | Stock | Spouse | $100,001 - $250,000 |
| ISHARES SEMICONDUCTOR ETF | Fund | Spouse | $100,001 - $250,000 |
| JPM Growth Advantage FD - CL I (JGAS X) | Fund | Spouse | $250,001 - $500,000 |
| JPM Managed Incom Fd | Fund | Spouse | None |
| JPM Strat Inc Opp Fd | Fund | Spouse | $15,001 - $50,000 |
| Mass Mutual, Whole Life Insurance Policy | Other | Spouse | $250,001 - $500,000 |
| PEPPepsico, Inc. | Stock | Spouse | $50,001 - $100,000 |
| Mass Mutual, Whole Life Insurance Policy | Other | Spouse | $500,001 - $1,000,000 |
| Citigroup Inc. Variable Rate Note | Other | Joint | None |
| Citigroup Inc. Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| Citigroup Inc. Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| GOLDMAN SACHS GROUP INC | Other | Joint | $100,001 - $250,000 |
| JP Morgan Chase & Company Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| JP Morgan Chase & Company Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| JPM SH Duration Core Plus | Fund | Joint | None |
| JPM TR I Tax Free Reserve Sweep FD | Other | Joint | $1,001 - $15,000 |
| Morgan Stanley Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| Wells Fargo & Company Variable Rate Note | Other | Joint | $100,001 - $250,000 |
| AMER FNDS T/E BND FND AM-F3 | Fund | Joint | None |
| CASH | Other | Joint | $250,001 - $500,000 |
| FIDELITY INTL INDX-INST PRM | Fund | Joint | $250,001 - $500,000 |
| ISHARES 3-7 YEAR TREASURY BO | Fund | Joint | $50,001 - $100,000 |
| ISHARES 7-10 YEAR TREASURY B | Fund | Joint | $100,001 - $250,000 |
| ISHARES CORE MSCI EAFE ETF | Fund | Joint | $500,001 - $1,000,000 |
| ISHARES CORE MSCI EMERGING | Fund | Joint | None |
| ISHARES S&P 500 GROWTH ETF | Fund | Joint | $500,001 - $1,000,000 |
| ISHARES S&P 500 VALUE ETF | Fund | Joint | $500,001 - $1,000,000 |
| ISHARES SHORT TREASURY BOND | Fund | Joint | $100,001 - $250,000 |
| JPM BTABLDRS DEV ASIA X-JPN | Fund | Joint | $250,001 - $500,000 |
| JPMORGAN BETABUILDERS CANADA | Fund | Joint | $500,001 - $1,000,000 |
| JPMORGAN BETABUILDERS EUROPE ETF | Fund | Joint | $500,001 - $1,000,000 |
| JPMORGAN BETABUILDERS JAPAN ETF | Fund | Joint | $500,001 - $1,000,000 |
| PGIM HIGH YIELD-Q | Fund | Joint | $100,001 - $250,000 |
| PIMCO HIGH YIELD FUND-INST | Fund | Joint | $100,001 - $250,000 |
| SCHWAB SHORT-TERM US TREAS | Fund | Joint | $500,001 - $1,000,000 |
| SIX CIRCLES CREDIT OPPORT | Fund | Joint | $250,001 - $500,000 |
| SIX CIRCLES INTL UNCON EQ | Fund | Joint | $1,000,001 - $5,000,000 |
| SIX CIRCLES TAX AWARE BND | Fund | Joint | $1,000,001 - $5,000,000 |
| SIX CIRCLES US UNCONSTR EQ | Fund | Joint | $1,000,001 - $5,000,000 |
| SPYSPDR S&P 500 ETF TRUST | Fund | Joint | None |
| VANGUARD I/T TAX EXMPT-ADM | Fund | Joint | $1,000,001 - $5,000,000 |
| EAFE Equity | Other | Member | $1,000,001 - $5,000,000 |
| Cash | Other | Joint | $15,001 - $50,000 |
| Parametric US Large Cap Equity | Other | Joint | $5,000,001 - $25,000,000 |
| JPM STRAT INC OPP FD | Fund | Spouse | None |
| JPM ULTRA-SHRT MUNI FD | Fund | Spouse | None |
| Cash | Other | Spouse | $15,001 - $50,000 |
| Fidelity 500 Index-Inst PRM | Fund | Spouse | $100,001 - $250,000 |
| Fidelity Intl INDX-INST PRM | Fund | Spouse | $100,001 - $250,000 |
| Financial Select Sector SPDR | Fund | Spouse | $50,001 - $100,000 |
| Health Care Select Sector | Fund | Spouse | None |
| Industrial Select Sect SPDR | Fund | Spouse | $15,001 - $50,000 |
| Investco S&P 500 Equal Weight | Fund | Spouse | $50,001 - $100,000 |
| iShares Core MSCI Emerging | Fund | Spouse | None |
| iShares Russell 100 Growth | Fund | Spouse | $100,001 - $250,000 |
| iShares Russell 1000 Value | Fund | Spouse | $100,001 - $250,000 |
| iShares S&P 500 Growth ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares S&P 500 Value ETF | Fund | Spouse | $100,001 - $250,000 |
| JP Morgan BetaBuilders Canada | Fund | Spouse | $50,001 - $100,000 |
| JP Morgan BetaBuilders Europe ETF | Fund | Spouse | $1,001 - $15,000 |
| JP Morgan BetaBuilders Japan ETF | Fund | Spouse | $50,001 - $100,000 |
| JPM BTABLDRS Dev Asia X-JPN | Fund | Spouse | $15,001 - $50,000 |
| Six Circles MGD EQ INTL UNCON | Fund | Spouse | $250,001 - $500,000 |
| Six Circles MGD EQ US UNCON | Fund | Spouse | $500,001 - $1,000,000 |
| Vanguard Info Tech ETF | Fund | Spouse | None |
| ARK FINTECH INNOVATION ETF | Fund | Member | $15,001 - $50,000 |
| ARK INNOVATION ETF | Fund | Member | $15,001 - $50,000 |
| CASH | Other | Member | $1,001 - $15,000 |
| DAVIS APP & INCOME FUND-A | Fund | Member | None |
| DAVIS NEW YORK VENTURE-A | Fund | Member | None |
| ISHARES EXPANDED TECH-SOFTWA | Fund | Member | $15,001 - $50,000 |
| JOHN HANCOCK LIFE STYLE GRWTH | Fund | Member | None |
| JPM GRWTH ADVANTAGE FD | Fund | Member | None |
| SPDR S&P BIOTECH ETF | Fund | Member | $15,001 - $50,000 |
| VANGUARD GROWTH ETF | Fund | Member | $100,001 - $250,000 |
| VANGUARD VALUE ETF | Fund | Member | $50,001 - $100,000 |
| ARK GENOMIC REVOLUTION ETF | Fund | Spouse | $1,001 - $15,000 |
| ARK NEXT GENERATION INTERNET ETF | Fund | Spouse | $1,001 - $15,000 |
| Cash | Other | Spouse | $1,001 - $15,000 |
| DAVIS APP & INCOME FUND-A | Fund | Spouse | None |
| DAVIS NEW YORK VENTURE-A | Fund | Spouse | None |
| ISHARES SEMICONDUCTOR ETF | Fund | Spouse | $15,001 - $50,000 |
| JOHN HANCOCK LIFE STYLE GRWTH | Fund | Spouse | None |
| VANGUARD TOTAL STOCK MKT ETF | Fund | Spouse | $100,001 - $250,000 |
| Kentucky Fine Wines & Spirits, LLC | Other | Member | None |
| EAFE Equity | Other | Member | $500,001 - $1,000,000 |
| Massachusetts Fine Wines and Spirits, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Minnesota Fine Wine & Spirits, LLC | Other | Member | $1,000,001 - $5,000,000 |
| Nevada Fine Wine & Spirits LLC | Other | Member | $500,001 - $1,000,000 |
| New York Fine Wines & Spirits, LLC | Other | Member | $5,000,001 - $25,000,000 |
| PNC Bank Accounts | Other | Joint | $500,001 - $1,000,000 |
| PNC Roth IRA | Other | Member | None |
| PNC Roth IRA (2) | Other | Spouse | None |
| PNC Roth IRA | Other | Spouse | $15,001 - $50,000 |
| Retail Services & Systems, Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Taste of New York Beer and Grocery LLC | Other | Member | $250,001 - $500,000 |
| TFWS, Inc | Other | Member | $1,000,001 - $5,000,000 |
| Washington Fine Wine and Spirits, LLC | Other | Member | $100,001 - $250,000 |
| Wisconsin Fine Wines & Spirits, LLC | Other | Member | $100,001 - $250,000 |
How reports are read: holdings methodology.