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David Trone

Democrat Every stock trade David Trone reported under the STOCK Act since 2020, and how each did against the S&P 500. Their full record.

Trades48
Buys / sales17 / 31
Estimated volume$62.1MMiddle of each reported range
Trades that beat the market75.0%3 of 4: did better than the same money in the S&P 500 that day
Typical trade vs. the market+175.5%The middle trade: half did better, half worse
Disclosed late41Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

MS · bought March 19, 2020, $50,001 - $100,000

+268.0% vs. the S&P 500 since

Worst-timed trade

AAPL · sold some March 4, 2020, $1,001 - $15,000

−207.1% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2020: +514.8% against +189.7% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
0%+200%+400%+600%202120222023202420252026March 31, 2020: portfolio +0.0%, S&P 500 +0.0%June 30, 2020: portfolio +42.1%, S&P 500 +19.6%September 30, 2020: portfolio +42.2%, S&P 500 +29.9%December 31, 2020: portfolio +101.6%, S&P 500 +45.1%March 31, 2021: portfolio +128.4%, S&P 500 +53.8%June 30, 2021: portfolio +169.7%, S&P 500 +66.1%September 30, 2021: portfolio +186.2%, S&P 500 +66.5%December 31, 2021: portfolio +188.7%, S&P 500 +84.3%March 31, 2022: portfolio +157.1%, S&P 500 +75.2%June 30, 2022: portfolio +123.7%, S&P 500 +46.4%September 30, 2022: portfolio +132.4%, S&P 500 +38.6%December 31, 2022: portfolio +150.1%, S&P 500 +48.4%March 31, 2023: portfolio +158.2%, S&P 500 +58.8%June 30, 2023: portfolio +151.2%, S&P 500 +72.0%September 30, 2023: portfolio +140.2%, S&P 500 +65.9%December 31, 2023: portfolio +174.3%, S&P 500 +84.4%March 31, 2024: portfolio +176.9%, S&P 500 +102.9%June 30, 2024: portfolio +185.9%, S&P 500 +111.1%September 30, 2024: portfolio +206.6%, S&P 500 +122.6%December 31, 2024: portfolio +269.8%, S&P 500 +127.4%March 31, 2025: portfolio +243.1%, S&P 500 +117.0%June 30, 2025: portfolio +314.3%, S&P 500 +139.7%September 30, 2025: portfolio +367.5%, S&P 500 +158.5%December 31, 2025: portfolio +422.1%, S&P 500 +164.6%March 31, 2026: portfolio +384.0%, S&P 500 +152.3%June 30, 2026: portfolio +514.8%, S&P 500 +189.7%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
MSMorgan Stanley100.0%$442K

Most traded: PEP (1), MS (1), AAPL (1), VFC (1)

Every trade

TradedWhatStockAmountVs. the market since
November 16, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$500,001 - $1,000,0001–
November 2, 2023LATESoldF S: New S O: Insurance Trust 1 JT US Treasury Bil$1,000,001 - $5,000,0001–
November 1, 2023LATESold SpousePEPPepsico, Inc. (PEP)$50,001 - $100,0001+104.7%
October 31, 2023LATESold JointUS Treasury Bill 12/21/2023$1,000,001 - $5,000,0001–
October 25, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
October 17, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
October 17, 2023LATESold someF S: New S O: JP Morgan Investment Account JT US T$100,001 - $250,0001–
October 12, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$500,001 - $1,000,0001–
October 2, 2023LATESold someF S: New S O: JP Morgan Investment Account JT US T$500,001 - $1,000,0001–
September 27, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$500,001 - $1,000,0001–
September 27, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
September 27, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$250,001 - $500,0001–
September 27, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$250,001 - $500,0001–
September 26, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
September 13, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
September 6, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$500,001 - $1,000,0001–
August 25, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
August 24, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
August 2, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
August 2, 2023LATEBought JointUS Treasury Bill 02/22/2024$1,000,001 - $5,000,0001–
July 20, 2023LATESoldF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
July 7, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
July 5, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
June 15, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
June 12, 2023LATEBought JointUS Treasury Bill 09/26/2023$500,001 - $1,000,0001–
June 1, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
June 1, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
April 18, 2023LATEBoughtF S: New S O: JP Morgan Investment Account JT US T$1,000,001 - $5,000,0001–
February 16, 2023Sold JointCitigroup Inc. Variable Rate Note$100,001 - $250,0002–
February 16, 2023SoldS O: JP Morgan Investment Account L: US D: $50,001 - $100,0002–
February 16, 2023SoldS O: JP Morgan Investment Account L: US D: $50,001 - $100,0002–
February 16, 2023SoldL: US D: Fixed Income JT JP Morgan Chase & Company Va$50,001 - $100,0002–
February 16, 2023SoldL: US D: Fixed Income JT JP Morgan Chase & Company Va$50,001 - $100,0002–
February 16, 2023SoldS O: JP Morgan Investment Account L: US D: $100,001 - $250,0002–
February 16, 2023SoldL: US D: Fixed Income JT Wells Fargo & Company Variab$50,001 - $100,0002–
March 19, 2020LATEBoughtMSfedcbF ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 JT Morg$50,001 - $100,0003+268.0%
March 19, 2020LATESoldfedcF ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Accou$100,001 - $250,0003–
March 4, 2020LATESold some SpouseAAPLApple Inc. (AAPL)$1,001 - $15,0003−207.1%
March 4, 2020LATESold someUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$1,001 - $15,0003–
December 26, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$250,001 - $500,0003–
November 4, 2019LATESold JointVOYA FINL INC$100,001 - $250,0003–
October 30, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$100,001 - $250,0003–
October 3, 2019LATESoldVFCUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$15,001 - $50,0003+246.2%
May 15, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$100,001 - $250,0003–
April 3, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$250,001 - $500,0003–
March 19, 2019LATESoldfedcbF ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 JT bANK$100,001 - $250,0003–
January 25, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$50,001 - $100,0003–
January 25, 2019LATESoldUbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTI$50,001 - $100,0003–

Sources

Each trade links to the report it was filed on.

  1. 1
    David Trone: periodic transaction report filed May 15, 2024https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20024730.pdf
    H20024730
  2. 2
    David Trone: periodic transaction report filed March 20, 2023https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/20021261.pdf
    H20021261
  3. 3
    David Trone: periodic transaction report filed August 13, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016927.pdf
    H20016927