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David J. Trone

D-MD-6 Former representative · Maryland Democrat In Congress since 2019

  • 8trades · 3 yrs
  • 0buys
  • 8sells
  • 200dmedian wait
  • 8filed late

David J. Trone disclosed 8 trades made since Oct 4, 2023: 0 buys and 8 sales. All of them were a spouse's or joint account's. The latest, made Nov 16, 2023, was filed May 15, 2024.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells Nov 2, 2023 · Sale · US Treasury Bill 01/18/2024 · $1M–$5M · disclosed 195d laterOct 31, 2023 · Sale · US Treasury Bill 12/21/2023 · $1M–$5M · disclosed 197d laterOct 25, 2023 · Sale · US Treasury Bill 02/22/2024 · $1M–$5M · disclosed 203d laterOct 17, 2023 · Sale · US Treasury Bill 11/16/2023 · $1M–$5M · disclosed 211d laterNov 16, 2023 · Sale · US Treasury Bill 03/07/2024 · $500K–$1M · disclosed 181d laterOct 12, 2023 · Sale · US Treasury Bill 10/17/2023 · $500K–$1M · disclosed 216d laterOct 17, 2023 · Partial sale · US Treasury Bill 12/21/2023 · $100K–$250K · disclosed 211d laterNov 1, 2023 · Sale · PEP · $50K–$100K · disclosed 196d later
  • PEP 1 trade 0 buy · 1 sell

Trades

8 trades since Oct 4, 2023 · newest first

  1. US Treasury Bill 03/07/2024
    BondJoint
    Sell
    $500K–$1M
    Traded Nov 16, 2023Filed May 15, 2024 181d
    ↗
  2. US Treasury Bill 01/18/2024
    BondJoint
    Sell
    $1M–$5M
    Traded Nov 2, 2023Filed May 15, 2024 195d
    ↗
  3. PEPPepsico, Inc.
    Spouse
    Sell
    $50K–$100K
    Traded Nov 1, 2023Filed May 15, 2024 196d
    ↗
  4. US Treasury Bill 12/21/2023
    BondJoint
    Sell
    $1M–$5M
    Traded Oct 31, 2023Filed May 15, 2024 197d
    ↗
  5. US Treasury Bill 02/22/2024
    BondJoint
    Sell
    $1M–$5M
    Traded Oct 25, 2023Filed May 15, 2024 203d
    ↗
  6. US Treasury Bill 12/21/2023
    BondJoint
    Sell · part
    $100K–$250K
    Traded Oct 17, 2023Filed May 15, 2024 211d
    ↗
  7. US Treasury Bill 11/16/2023
    BondJoint
    Sell
    $1M–$5M
    Traded Oct 17, 2023Filed May 15, 2024 211d
    ↗
  8. US Treasury Bill 10/17/2023
    BondJoint
    Sell
    $500K–$1M
    Traded Oct 12, 2023Filed May 15, 2024 216d
    ↗

Reported holdings

2023 annual report · filed May 15, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $1.8M–$6.5M · 3 assets ≈5%
  2. Funds $2.8M–$6M · 28 assets ≈6%
  3. Cash & bonds $1M–$5.2M · 10 assets ≈4%
  4. Real estate & business $21.8M–$103.6M · 19 assets ≈82%
  5. Other $1.3M–$2.5M · 4 assets ≈3%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Colorado Fine Wines & Spirits, LLCPrivate businessSelf$5M–$25M
  2. Retail Services & Systems, Inc.Private businessSelf$5M–$25M
  3. AAPLApple Inc.Spouse$1M–$5M
  4. Arizona Fine Wine and Spirits LLCPrivate businessSelf$1M–$5M
  5. Cherry Hill Wine & Spirits, Inc.Private businessSelf$1M–$5M
  6. Connecticut Fine Wine and Spirits, LLCPrivate businessSelf$1M–$5M
  7. Florida Fine Wine and Spirits, LLCPrivate businessSelf$1M–$5M
  8. Massachusetts Fine Wines and Spirits, LLCPrivate businessSelf$1M–$5M
  9. Minnesota Fine Wine & Spirits, LLCPrivate businessSelf$1M–$5M
  10. New York Fine Wines & Spirits, LLCPrivate businessSelf$1M–$5M
  11. PNC Bank AccountsCashJoint$1M–$5M
  12. TFWS, IncPrivate businessSelf$1M–$5M
  13. Taste of New York Beer and Grocery LLCPrivate businessSelf$1M–$5M
  14. Washington Fine Wine and Spirits, LLCPrivate businessSelf$1M–$5M
  15. GOOGLAlphabet Inc.Spouse$500K–$1M
  16. FSSNXFidelity Small Cap Index FundFundSelf$500K–$1M
  17. Fine Wines & Spirits of North Texas, LLCPrivate businessSelf$500K–$1M
  18. GFWS Holdings, Inc.Private businessSelf$500K–$1M
  19. H. Alhadeff (Seattle, WA)OtherSelf$500K–$1M
  20. Mass Mutual, Whole Life Insurance PolicyOtherSpouse$500K–$1M
  21. CMEUXSix Circles Managed Equity Portfolio U.S. Unconstrained FundFundSpouse$500K–$1M
  22. DT Georgia Holdings Inc.Private businessSelf$250K–$500K
  23. DT Virginia Fine Wines, LLCPrivate businessSelf$250K–$500K
  24. ETNEaton Corporation, PLC Ordinary SharesSpouse$250K–$500K
  25. JTSXXJPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr ClFundJoint$250K–$500K
  26. JGASXJPMorgan Growth Advantage Fund I ClassFundSpouse$250K–$500K
  27. Mass Mutual Life Insurance PolicyOtherSpouse$250K–$500K
  28. Nevada Fine Wine & Spirits LLCPrivate businessSelf$250K–$500K
  29. CMIUXSix Circles Managed Equity Portfolio International Unconstrained FundFundSpouse$250K–$500K
  30. FXAIXFidelity 500 Index FundFundSpouse$100K–$250K
  31. JUESXJPMorgan U.S. Equity Fund I ClassFundSelf$100K–$250K
  32. VTIVanguard Total Stock Market ETFFundSpouse$100K–$250K
  33. IWFiShares Russell 1000 Growth ETFFundSpouse$100K–$250K
  34. IWDiShares Russell 1000 Value ETFFundSpouse$100K–$250K
  35. SOXXiShares Semiconductor ETFFundSpouse$100K–$250K
  36. FSPSXFidelity International Index FundFundSpouse$50K–$100K
  37. BBCAJPMorgan BetaBuilders Canada ETFFundSpouse$50K–$100K
  38. BBJPJPMorgan BetaBuilders Japan ETFFundSpouse$50K–$100K
  39. XLFSPDR Select Sector Fund - FinancialFundSpouse$50K–$100K
  40. VTVVanguard Value ETFFundSelf$50K–$100K

Source filings

Every report we read for this page · newest first

  1. May 15, 2024 Periodic transaction report 28 trades View original
  2. May 15, 2024 2023 annual report 102 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.