David J. Trone
Former Rep. (D-MD-6)
Also filed as David Trone
Disclosed trades
5
Purchases
1
Sales
4
Stocks traded
5
Likely still held
1
Latest trade
Nov 1, 2023
Latest filing
May 15, 2024
Stocks traded
5 tickers, with the latest disclosed actionLikely current holdings
1 positionPositions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
102 assets listedAs reported in their 2023 annual disclosure, filed May 15, 2024.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Show 7 more listed stocks and funds
Other reported assets (71)
- A.M. Trust ⇒ Fidelity Government Money Market Fund (SPAXX)Spouse$1,001 - $15,000
- Arizona Fine Wine and Spirits LLC$1,000,001 - $5,000,000
- California Fine Wine & Spirits LLC [OL] interest in a non-publicly-traded company," zero value based on end-of-year book value of non-publicly traded company.None
- Cherry Hill Wine & Spirits, Inc.$1,000,001 - $5,000,000
- Colorado Fine Wines & Spirits, LLC$5,000,001 - $25,000,000
- Connecticut Fine Wine and Spirits, LLC$1,000,001 - $5,000,000
- DRT Wine & Spirits, LLC [OL] interest in a non-publicly-traded company," zero value based on end-of-year book value of non-publicly traded company.None
- DT Georgia Holdings Inc.$250,001 - $500,000
- DT Virginia Fine Wines, LLC$250,001 - $500,000
- Fidelity 401(K) ⇒ Fidelity 500 Index Fund (FXAIX)$1,001 - $15,000
- Fidelity 401(K) ⇒ Fidelity Small Cap Index Fund (FSSNX)$500,001 - $1,000,000
- Fine Wines & Spirits of North Texas, LLC$500,001 - $1,000,000
Show 59 more
- Florida Fine Wine and Spirits, LLC$1,000,001 - $5,000,000
- Focused International Growth Fund ⇒ WCM Focused International Growth Fund Insti Cl (WCMIX) [MF] In previous report, asset reported as EAFE Equity, a description of underlying assets in the fund. Updated to report fund itself as asset. Account closed in 2023.JointNone
- GFWS Holdings, Inc.$500,001 - $1,000,000
- GFWS Holdings, Inc.$1,001 - $15,000
- H. Alhadeff (Seattle, WA)$500,001 - $1,000,000
- Indiana Fine Wine & Spirits, LLC [OL] interest in a non-publicly-traded company," zero value based on end-of-year book value of non-publicly traded company.None
- Insurance Trust 1 ⇒ CashSpouse$1,001 - $15,000
- Insurance Trust 1 ⇒ JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl (JTSXX)Spouse$1,001 - $15,000
- Insurance Trust 1 ⇒ JPMorgan Growth Advantage Fund I Class (JGASX)Spouse$250,001 - $500,000
- Insurance Trust 1 ⇒ Mass Mutual Life Insurance PolicySpouse$250,001 - $500,000
- Insurance Trust 2 ⇒ Mass Mutual, Whole Life Insurance PolicySpouse$500,001 - $1,000,000
- JP Morgan Investment Account ⇒ Citigroup Inc. Variable Rate Note (10/29/2012)JointNone
- JP Morgan Investment Account ⇒ Citigroup Inc. Variable Rate Note (12/10/2020)JointNone
- JP Morgan Investment Account ⇒ Goldman Sachs Group Inc (01/28/2020)JointNone
- JP Morgan Investment Account ⇒ JP Morgan Chase & Company Variable Rate Note (3/10/2014)JointNone
- JP Morgan Investment Account ⇒ JP Morgan Chase & Company Variable Rate Note (7/29/2013)JointNone
- JP Morgan Investment Account ⇒ JPM TR I Tax Free Reserve Sweep FDJoint$1,001 - $15,000
- JP Morgan Investment Account ⇒ JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl (JTSXX)Joint$250,001 - $500,000
- JP Morgan Investment Account ⇒ Morgan StanleyJointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 01/18/2024JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 02/22/2024JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 03/07/2024JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 07/20/2023JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 08/24/2023JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 09/26/2023JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 10/17/2023JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 11/16/2023JointNone
- JP Morgan Investment Account ⇒ US Treasury Bill 12/21/2023JointNone
- JP Morgan Investment Account ⇒ Wells Fargo & Company Variable Rate Note (4/22/2014)JointNone
- JP Morgan Investment Account 2 ⇒ CashJoint$1 - $1,000
- JP Morgan Investment Account 2 ⇒ Fidelity 500 Index Fund (FXAIX)JointNone
- JP Morgan Investment Account 2 ⇒ Fidelity International Index Fund (FSPSX)JointNone
- JP Morgan Investment Account 2 ⇒ Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX)JointNone
- JP Morgan Investment Account 2 ⇒ Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX)JointNone
- JP Morgan Parametric EAFE ⇒ Parametric EAFE [HE] control over the financial interests held by the fund. asset. Account closed in 2023.JointNone
- JP Morgan Parametric Investment Account ⇒ Parametric [HE] financial interests held by the fund. itself as asset. Account nearly fully liquidated in 2023.Joint$1 - $1,000
- JP Morgan Revocable Trust 3 ⇒ CashSpouse$15,001 - $50,000
- JP Morgan Revocable Trust 3 ⇒ Fidelity 500 Index Fund (FXAIX)Spouse$100,001 - $250,000
- JP Morgan Revocable Trust 3 ⇒ Fidelity International Index Fund (FSPSX)Spouse$50,001 - $100,000
- JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX)Spouse$250,001 - $500,000
- JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX)Spouse$500,001 - $1,000,000
- JPM Roth IRA ⇒ Cash$1,001 - $15,000
- JPM Roth IRA ⇒ JPMorgan U.S. Equity Fund I Class (JUESX)$100,001 - $250,000
- JPM Roth IRA 2 ⇒ CashSpouse$1,001 - $15,000
- JPM Trad IRA ⇒ Cash$1,001 - $15,000
- JPM Trad IRA ⇒ CashSpouse$1,001 - $15,000
- Kentucky Fine Wines & Spirits, LLC$15,001 - $50,000
- Loomis Sayles Growth Fund ⇒ Loomis Sayles Funds - Growth Fund Class Y (LSGRX) [MF] In previous report, asset reported as US Large Cap Equity, a description of underlying assets in the fund. Updated to report fund itself as asset. Account closed in 2022.JointNone
- Massachusetts Fine Wines and Spirits, LLC$1,000,001 - $5,000,000
- Minnesota Fine Wine & Spirits, LLC$1,000,001 - $5,000,000
- Nevada Fine Wine & Spirits LLC$250,001 - $500,000
- New York Fine Wines & Spirits, LLC$1,000,001 - $5,000,000
- PNC Bank Accounts ⇒ PNC Bank AccountsJoint$1,000,001 - $5,000,000
- PNC Roth IRA CD Accounts ⇒ PNC Roth IRASpouse$15,001 - $50,000
- Retail Services & Systems, Inc.$5,000,001 - $25,000,000
- Taste of New York Beer and Grocery LLC$1,000,001 - $5,000,000
- TFWS, Inc$1,000,001 - $5,000,000
- Washington Fine Wine and Spirits, LLC$1,000,001 - $5,000,000
- Wisconsin Fine Wines & Spirits, LLC$15,001 - $50,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.