U.S. House MD06 STOCK Act Disclosures

Rep. David Trone Stock Trades

Rep. David Trone (U.S. House · MD06) has disclosed 2 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Mar 4, 2020 and Mar 20, 2023, including 0 purchases and 2 sales across 2 distinct stock tickers. Most-traded stocks include JPMorgan Chase & Co. ($JPM), Apple Inc. ($AAPL).

Total Disclosures2
Purchases0
Sales2
Stocks Traded2
Latest DisclosureMar 20, 2023
Avg. Reporting Lag97d
Disclosed Mar 20, 2023 · Official PDF ↗

Hon. David Trone sold multiple fixed income securities and financial stocks totaling approximately $500,000-$1,000,000 on 02/16/2023, including variable rate notes from Citigroup, JP Morgan Chase, and Wells Fargo, as well as positions in Goldman Sachs Group and Morgan Stanley, all held in a joint JP Morgan Investment Account.

Concentrated sales activity on single date (02/16/2023)All transactions in financial sector assetsLarge aggregate amount ($500,000-$1,000,000+)Multiple variable rate note dispositions suggest portfolio rebalancing
Disclosed Aug 13, 2020 · Official PDF ↗

Hon. David Trone executed multiple transactions in 2019-2020, including sales of Apple Inc. (AAPL) and Kontoor Brands (KTB) from his Insurance Trust, a purchase of Morgan Stanley (MS) stock, and numerous sales of structured notes and fixed income securities from his JP Morgan Investment Account, with transaction amounts ranging from $1,001 to $500,000.

Significant portfolio activity with multiple large transactions exceeding $100,000Heavy structured note and fixed income sales from JP Morgan Investment AccountMultiple transactions in structured notes (BARC CBEN SPX, DB DD CBEN SX5E, GS Market Plus SPX, JPM DD CBEN SX5E)Mixed activity with both purchases (Morgan Stanley stock) and sales across multiple asset classes
Stock / Asset Action Amount Range Traded Disclosed Owner Filing
$JPM
JPMorgan Chase & Co.
Sale (Full) $50,001 - $100,000 Feb 16, 2023 Mar 20, 2023 Joint PTR PDF ↗
$AAPL
Apple Inc.
Sale (Partial) $1,001 - $15,000 Mar 4, 2020 Aug 13, 2020 Self PTR PDF ↗

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