David J. Trone D
Democratic representative for Maryland (MD-6) (former), in the House since Jan 3, 2019.
Among all 440 members
Each dot is a member; Trone is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$26.2M
2023–24
$63.8M
2021–22
$13.1M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $26,216,747 | $197,365 | $0 | $0 | $25,406,107 | $25,004,528 | $1,216,061 | $0 | $0 |
| 2023–24 | $63,833,137 | $853,812 | $5,000 | $0 | $62,877,800 | $64,032,402 | $3,841 | $0 | $0 |
| 2021–22 | $13,144,029 | $539,518 | $17,208 | $0 | $12,552,000 | $13,034,603 | $203,106 | $5,099 | $0 |
FEC totals through Sep 30, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside Maryland versus everywhere else, each period.
- From Maryland
- From out of state
2025–26
$188K
2023–24
$696K
2021–22
$72K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
BREAKTHRU BEVERAGE GROUP
$30K
SOUTHERN GLAZERS WINE & SPIRITS
$27K
SYNERGICS
$14K
JED MANOCHERIAN
$14K
HORIZON BEVERAGE COMPANY
$14K
CHICAGO BLACKHAWKS
$14K
EJF CAPITAL LLC
$13K
NORTHWESTERN MUTUAL
$13K
THE REPUBLIC OF TEA
$13K
BUCHANAN INGERSOLL & ROONEY
$10K
HSK CONSULTING
$9,900
SIERRA NEVADA CORPORATION
$9,500
The largest donors, and the numbers
| Period | Itemized | Contributions | From MD | Retired donors |
|---|---|---|---|---|
| 2025–26 | $188,125 | 78 | 19% | 0% |
| 2023–24 | $695,946 | 790 | 45% | 7% |
| 2021–22 | $72,228 | 102 | 22% | 11% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| CHAPLIN, WAYNE | MIAMI BEACH, FL | SOUTHERN GLAZERS WINE & SPIRITS, CEO | $13,600 |
| EPSTEIN, ROBERT | PALM BEACH GARDENS, FL | HORIZON BEVERAGE COMPANY, CO-CHAIRMAN | $13,600 |
| MANOCHERIAN, JED | NEW YORK, NY | JED MANOCHERIAN, REAL ESTATE | $13,600 |
| MERINOFF, CHARLES | NEW YORK, NY | BREAKTHRU BEVERAGE GROUP, PRINCIPAL FOUNDER | $13,600 |
| ROGERS, WAYNE | ANNAPOLIS, MD | SYNERGICS, BUSINESSMAN | $13,600 |
| WILSON, NEAL | MCLEAN, VA | EJF CAPITAL LP, FINANCE | $13,600 |
| ELLISON, DAVID | GREENVILLE, SC | NORTHWESTERN MUTUAL, WEALTH MANAGEMENT ADVISOR | $13,000 |
| HERZOG, NATHAN | MONSEY, NY | ROYAL WINE CORP, PRESIDENT | $13,000 |
| ABRAMSON, ANNE | WASHINGTON, DC | NOT EMPLOYED, NOT EMPLOYED | $10,100 |
| ABRAMSON, RONALD | WASHINGTON, DC | BUCHANAN INGERSOLL & ROONEY, ATTORNEY | $10,100 |
| KAPNER, HILARY SMITH | BETHESDA, MD | HSK CONSULTING, CONSULTANT | $9,900 |
| RUBIN, PAMELA | SAINT LOUIS, MO | N/A, HOMEMAKER | $9,900 |
| RUBIN, RONALD | SAINT LOUIS, MO | THE REPUBLIC OF TEA, OWNER | $9,900 |
| AKMAN OZMEN, EREN | SPARKS, NV | SIERRA NEVADA CORPORATION, PRESIDENT | $9,500 |
| OZMEN, FATIH | SPARKS, NV | SIERRA NAVADA CORP, OWNER | $9,500 |
| ALTSCHULER, JONATHAN | ANNAPOLIS, MD | $7,000 | |
| BECKER, STEVEN R | BOCA RATON, FL | SOUTHERN GLAZERS WINE & SPIRITS, EXECUTIVE VICE PRESIDENT, TREASURER & | $7,000 |
| BINSTEIN, MICHAEL | NORTHFIELD, IL | BINNY'S, RETAIL | $7,000 |
| CHAPLIN, DAVID A | MIAMI BEACH, FL | $7,000 | |
| CHAPLIN, MARK | MIAMI BEACH, FL | $7,000 | |
| HARMELIN, ROBERT H. | WYNNEWOOD, PA | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| HOFFMAN, LAMONT | POTOMAC, MD | HOFFMAN & ASSOCIATES, REAL ESTATE DEVELOPER | $7,000 |
| RICH, HOWARD | BALA CYNWYD, PA | ALG, CHAIRMAN | $7,000 |
| WAGNER, CHARLES F. | RUTHERFORD, CA | CAYMUS WINERIES, FOUNDER/WINEMAKER | $7,000 |
| WIRTZ, DANNY | CHICAGO, IL | CHICAGO BLACKHAWKS, CHAIRMAN | $7,000 |
Their biggest PAC and party givers
NANCY PELOSI VICTORY FUND
$4,000
$2,308
VARGAS FOR CONGRESS
$2,000
SHP VICTORY FUND
$2,000
SCHIFF LEADS PAC
$2,000
RICE VICTORY FUND
$2,000
CITIZENS ORGANIZED POLITICAL ACTION COMMITTEE
$2,000
BUTTERFIELD FOR CONGRESS
$2,000
All 17
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $5,000 | 1 |
| NANCY PELOSI FOR CONGRESS | NANCY PELOSI VICTORY FUND | $4,000 | 2 |
| SWING LEFT | FLIPPABLE (FEDERAL) | $2,308 | 3 |
| VARGAS FOR CONGRESS | NONE | $2,000 | 1 |
| SCOTT PETERS FOR CONGRESS | SHP VICTORY FUND | $2,000 | 1 |
| SCHIFF FOR CONGRESS | SCHIFF LEADS PAC | $2,000 | 2 |
| KATHLEEN RICE FOR CONGRESS | RICE VICTORY FUND | $2,000 | 1 |
| CITIZENS ORGANIZED POLITICAL ACTION COMMITTEE | NONE | $2,000 | 1 |
| BUTTERFIELD FOR CONGRESS | $2,000 | 1 | |
| BROOKDALE SENIOR LIVING PAC | BROOKDALE SENIOR LIVING INC. | $2,000 | 1 |
| NATIONAL COMMITTEE FOR AN EFFECTIVE CONGRESS | $1,500 | 1 | |
| BERA FOR CONGRESS | BERA VICTORY FUND | $1,500 | 2 |
| MORAN FOR CONGRESS | $1,000 | 1 | |
| DEBBIE DINGELL FOR CONGRESS | WOLVERINE VICTORY FUND | $1,000 | 1 |
| AMERICAN POSTAL WORKERS UNION COMMITTEE ON POLITICAL ACTION | $1,000 | 1 | |
| HUMAN RIGHTS CAMPAIGN PAC | HUMAN RIGHTS CAMPAIGN | $12 | 1 |
| SIERRA CLUB POLITICAL COMMITTEE | SIERRA CLUB INDEPENDENT ACTION | $2 | 1 |
Outside spending for and against them
- Against them
- For them
All of it
$5,099
Who spent it
CHESAPEAKE CLIMATE ACTION NETWORK ACTION FUND
$4,223
NEA ADVOCACY FUND
$866
SIERRA CLUB INDEPENDENT ACTION
$10
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CHESAPEAKE CLIMATE ACTION NETWORK ACTION FUND | for | $4,223 | 23 |
| NEA ADVOCACY FUND | for | $866 | 1 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
$5,000
$1,000
$107
All 13
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $7,500 | 2 | Feb 16, 2022 | Aug 24, 2022 |
| BALL CORPORATION | $5,000 | 1 | Oct 19, 2022 | Oct 19, 2022 |
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | $2,900 | 1 | Mar 22, 2022 | Mar 22, 2022 |
| STEPTOE LLP | $1,000 | 1 | Aug 30, 2022 | Aug 30, 2022 |
| NELSON MULLINS RILEY & SCARBOROUGH | $1,000 | 1 | Sep 14, 2022 | Sep 14, 2022 |
| MERCURY PUBLIC AFFAIRS, LLC | $1,000 | 1 | May 10, 2024 | May 10, 2024 |
| JACKSON NATIONAL LIFE INSURANCE COMPANY | $1,000 | 1 | Nov 6, 2023 | Nov 6, 2023 |
| PENN AVENUE PARTNERS | $500 | 1 | Sep 21, 2022 | Sep 21, 2022 |
| AMERICAN BIRD CONSERVANCY | $500 | 2 | Apr 20, 2024 | Apr 20, 2024 |
| SOURCEAMERICA | $107 | 1 | Oct 31, 2022 | Oct 31, 2022 |
| NATIONAL EDUCATION ASSOCIATION | $0 | 2 | Mar 11, 2021 | Aug 31, 2021 |
| EXELON BUSINESS SERVICES, LLC | $0 | 2 | Sep 19, 2022 | Feb 27, 2023 |
| AMERICAN POSTAL WORKERS UNION, AFL-CIO | $0 | 2 | Sep 13, 2022 | Jan 29, 2024 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 38 earmarks, $53.1M. None went to an organization whose employees are among their donors.
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2024
$16.1M
FY 2023
$30.3M
FY 2022
$6.8M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 0 of the 32 of theirs went to their donors' employers; chance gives about 0: about what chance gives.
The largest
Fayette Street Bridge Replacement
Department of Transportation
$4.8M
Downtown Frederick Youth Center The Ausherman Family Foundation
Department of Housing and Urban Development
$4.6M
Fisher Avenue Streetscape Project
Department of Transportation
$4.0M
East Street Trail Liberty Road Bridge Crossing Project
Department of Transportation
$4.0M
Mount St. Mary's Expanding STEM Access, Innovation and Workforce Development in Rural Maryland Mount St. Mary's University
Department of Commerce
$4.0M
Boys & Girls Club of Washington County (BGCWC) Pennsylvania Avenue Clubhouse Replacement Project Boys & Girls Club of Washington County
Department of Housing and Urban Development
$4.0M
Brunswick, Section 219
Army Corps of Engineers
$2.0M
Barton Hose Company No 1. Inc.
Department of Health and Human Services
$1.9M
Frederick County Government
2 earmarks · Department of Health and Human Services
$1.5M
Renovation of community center Asian American Center of Frederick
Department of Housing and Urban Development
$1.5M
All 38
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2024 | Downtown Frederick Youth Center The Ausherman Family Foundation Department of Housing and Urban Development · Community Development Fund · MD | $4,616,279 | |||
| FY 2024 | Brunswick, Section 219 Brunswick, Section 219, MD U.S. Army Corps of Engineers Army Corps of Engineers · Construction · MD | $2,000,000 | |||
| FY 2024 | I Believe in Me Land Purchase I Believe in Me, Inc. Department of Housing and Urban Development · Community Development Fund · MD | $1,250,000 | |||
| FY 2024 | Public Safety Training Center Washington County Division of Emergency Services Department of Agriculture · Rural Community Facilities Program Account · MD | $1,000,000 | |||
| FY 2024 | Deep Creek Volunteer Fire Company Capital Improvement Project Deep Creek Volunteer Fire Company, Inc. Department of Agriculture · Rural Community Facilities Program Account · MD | $1,000,000 | |||
| FY 2024 | Russell Avenue Multimodal and Streetscape Improvements Russell Avenue Multimodal and Streetscape Improvements MD Department of Transportation · Highway Infrastructure Programs · MD | $1,000,000 | |||
| FY 2024 | Woodside Avenue/North Carroll Street Improvements Woodside Avenue/North Carroll Street Improvements MD Department of Transportation · Highway Infrastructure Programs · MD | $1,000,000 | |||
| FY 2024 | Carver Center Renovation Project Cumberland Economic Development Corporation Department of Housing and Urban Development · Community Development Fund · MD | $1,000,000 | |||
| FY 2024 | New John R. Webb VFW Post 3285 Building John R. Webb Post No. 3285 Department of Housing and Urban Development · Community Development Fund · MD | $1,000,000 | |||
| FY 2024 | Speak Up Community Newsroom and Neighborhood Meeting Center Brothers United Who Dare to Care, Inc. Department of Housing and Urban Development · Community Development Fund · MD | $750,000 | |||
| FY 2024 | Oakland Community Center Expansion Town of Oakland Department of Agriculture · Rural Community Facilities Program Account · MD | $500,000 | |||
| FY 2024 | Engine-Tanker Replacement Good Will Fire Company No. 1, Inc. Department of Agriculture · Rural Community Facilities Program Account · MD | $500,000 | |||
| FY 2024 | FITCI Manufacturing and Commercialization Center Frederick Innovative Technology Center, Inc. Department of Housing and Urban Development · Community Development Fund · MD | $500,000 | |||
| FY 2023 | Fayette Street Bridge Replacement Department of Transportation · Highway Infrastructure Programs · MD | $4,800,000 | |||
| FY 2023 | Fisher Avenue Streetscape Project Department of Transportation · Highway Infrastructure Programs · MD | $4,000,000 | |||
| FY 2023 | East Street Trail Liberty Road Bridge Crossing Project Department of Transportation · Highway Infrastructure Programs · MD | $4,000,000 | |||
| FY 2023 | Mount St. Mary's Expanding STEM Access, Innovation and Workforce Development in Rural Maryland Mount St. Mary's University Department of Commerce · Construction · MD | $4,000,000 | |||
| FY 2023 | Boys & Girls Club of Washington County (BGCWC) Pennsylvania Avenue Clubhouse Replacement Project Boys & Girls Club of Washington County Department of Housing and Urban Development · Community Development Fund · MD | $4,000,000 | |||
| FY 2023 | Barton Hose Company No 1. Inc. Barton Hose Company No 1. Inc., Barton, MD for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · MD | $1,875,000 | |||
| FY 2023 | Frederick HHS Permanent Supportive Housing, Food Distribution Center, & Soup Kitchen Upgrades Project City of Frederick Department of Housing and Urban Development · Community Development Fund · MD | $1,315,843 | |||
| FY 2023 | Chinese Culture and Community Service Center, Inc. Chinese Culture and Community Service Center, Inc., Gaithersburg, MD for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · MD | $1,000,000 | |||
| FY 2023 | Sheppard Pratt Health System, Inc. Sheppard Pratt Health System, Inc., Hagerstown, MD to expand mental health services, including equipment Department of Health and Human Services · Substance Use and Mental Health Services Administration · MD | $1,000,000 | |||
| FY 2023 | Pleasant View Historic Site Preservation and Restoration Pleasant View Historical Association Department of Housing and Urban Development · Community Development Fund · MD | $943,000 | |||
| FY 2023 | Pittsburgh Institute of Aeronautics Hagerstown Campus Expansion Project Pittsburgh Institute of Aeronautics Department of Housing and Urban Development · Community Development Fund · MD | $750,000 | |||
| FY 2023 | Frederick County Government Frederick County Government, MD, for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · MD | $699,000 | |||
| FY 2023 | Garrett County Emergency Communications 9-1-1 Garrett County Department of Homeland Security · Federal Assistance - EOC · MD | $698,848 | |||
| FY 2023 | Garrett Regional Medical Center Garrett Regional Medical Center, Oakland, MD, for an electronic health records initiative Department of Health and Human Services · Health Resources and Services Administration · MD | $650,000 | |||
| FY 2023 | The Frostburg Childcare Center City of Frostburg Department of Agriculture · Rural Housing Service · MD | $531,718 | |||
| FY 2022 | Renovation of community center Asian American Center of Frederick Department of Housing and Urban Development · Community Development Fund · MD | $1,500,000 | |||
| FY 2022 | Montgomery County Office of Broadband Programs Montgomery County Office of Broadband Programs, Rockville, MD for a technology job training pilot program, including equipment and supportive services Department of Labor · Employment and Training Administration (ETA) · MD | $1,000,000 | |||
| FY 2022 | Garrett County Broadband Expansion Garrett County Department of Agriculture · ReConnect · MD | $883,574 | |||
| FY 2022 | Frederick County Government Frederick County Government, Frederick, MD for a behavioral health Crisis Stabilization Center Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · MD | $850,000 | Raskin | ||
| FY 2022 | City of Frederick Motter Avenue Area Community Flood Mitigation Project City of Frederick Department of Homeland Security · Pre-Disaster Mitigation · MD | $534,977 | |||
| FY 2022 | South Germantown Recreational Park The Maryland-National Capital Park and Planning Commission Department of Housing and Urban Development · Community Development Fund · MD | $500,000 | |||
| FY 2022 | Transform and repurpose vacant/blighted properties City of Hagerstown Department of Housing and Urban Development · Community Development Fund · MD | $500,000 | |||
| FY 2022 | Washington County Health Department Washington County Health Department, Hagerstown, MD for behavioral health crisis treatment services Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · MD | $475,000 | |||
| FY 2022 | EveryMind EveryMind, Rockville, MD for telehealth Department of Health and Human Services · Health Resources and Services Administration (HRSA) · MD | $325,000 | |||
| FY 2022 | Allegany College Facility Revitalization Allegany College of Maryland Department of Agriculture · Community Facilities · MD | $187,500 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 30 sponsored, 2 became law · 117th Congress: 45 sponsored, 3 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 4190Public Law 118-114 Restoring Benefits to Defrauded Veterans Act | Nov 25, 2024 Became Public Law No: 118-114. |
| H.R. 1727Public Law 118-163 Chesapeake and Ohio Canal National Historical Park Commission Extension Act | Dec 23, 2024 Became Public Law No: 118-163. |
| H.R. 6943Public Law 117-172 Public Safety Officer Support Act of 2022 | Aug 16, 2022 Became Public Law No: 117-172. |
| H.R. 5545Public Law 117-76 REMOTE Act | Dec 21, 2021 Became Public Law No: 117-76. |
| H.R. 4981Public Law 117-51 To amend the Fentanyl Sanctions Act, to modify certain deadlines relating to the Commission on Combating Synthetic Opioi | Oct 19, 2021 Became Public Law No: 117-51. |
| H.R. 9888 To direct the Secretary of Transportation to update guidance for the National Electric Vehicle Infrastructure Formula Pr | Sep 28, 2024 Referred to the Subcommittee on Highways and Transit. |
| H.Res. 1214 Honoring the resiliency of America's teachers during Teacher Appreciation Week of May 6, 2024, through May 13, 2024. | May 8, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 8220 Occupational Therapy Mental Health Parity Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 7474 Robert E. Lee Monument Removal Act | Feb 28, 2024 Referred to the House Committee on Natural Resources. |
| H.R. 6985 BOP Release Card ID Act of 2024 | Jan 11, 2024 Referred to the House Committee on the Judiciary. |
| H.R. 6928 CONNECT Act of 2024 | Jan 12, 2024 Referred to the Subcommittee on Health. |
| H.Res. 729 Supporting the designation of September 2023 as "National Recovery Month". | Sep 29, 2023 Referred to the Subcommittee on Health. |
| H.R. 5452 Honoring National Recovery Month Act | Sep 15, 2023 Referred to the Subcommittee on Health. |
| H.R. 5418 Honoring National Recovery Month Act | Sep 15, 2023 Referred to the Subcommittee on Health. |
| H.R. 5163 Telehealth Response for E-prescribing Addiction Therapy Services Act | Aug 11, 2023 Referred to the Subcommittee on Health. |
| H.R. 4950 IMPROVE Addiction Care Act | Jul 28, 2023 Referred to the Subcommittee on Health. |
| H.R. 4361 Smarter Pretrial Detention for Drug Charges Act of 2023 | Jun 23, 2023 Referred to the House Committee on the Judiciary. |
| H.R. 3879 Supporting Families through Addiction Act of 2023 | Jun 9, 2023 Referred to the Subcommittee on Health. |
| H.Res. 476 Supporting the designation of June 6, 2023, as National Naloxone Awareness Day. | Jun 9, 2023 Referred to the Subcommittee on Health. |
| H.R. 3616 To direct the Administrator of the Federal Aviation Administration to include medications and medical equipment for the | May 24, 2023 Referred to the Subcommittee on Aviation. |
| H.Res. 436 Expressing support for the designation of the week of May 22 through 26, 2023, as "Educator Mental Health Awareness Week | May 22, 2023 Referred to the House Committee on Education and the Workforce. |
| H.R. 3545 Ritchie Boys Congressional Gold Medal Act | May 18, 2023 Referred to the Committee on Financial Services, and in addition to the Committee on House Administration, for |
| H.R. 3451 Higher Education Mental Health Act of 2023 | May 17, 2023 Referred to the House Committee on Education and the Workforce. |
| H.Res. 381 Supporting the mission and goals of National Fentanyl Awareness Day in 2023, including increasing individual and public | May 12, 2023 Referred to the Subcommittee on Health. |
| H.R. 3074 Due Process Continuity of Care Act | May 5, 2023 Referred to the Subcommittee on Health. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 30 | 2 | 965 |
| 117th | 45 | 3 | 778 |
1 former staff now lobbying
KRISTA O'NEILL
BOEING COMPANY
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| KRISTA O'NEILL | Deputy Chief of Staff, Rep. David Trone | BOEING COMPANY | 1 | 2024 |
From their payroll to lobbying
People Trone's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Trone themselves.
ANDREW FLICK ✓
Chief of Staff · Executive Director · Shared Employee, last paid Q4 2022 · CORNERSTONE GOVERNMENT AFFAIRS, INC.
39 clients
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| ANDREW FLICK | Chief of Staff · Executive Director · Shared Employee | Q4 2022 | CORNERSTONE GOVERNMENT AFFAIRS, INC. | 39 | 2025–2026 | yes |
Holdings and trades
−$16.8M – $135.1Mnet worth, 2025 report
578trades on their reports
28 of 35trades reported after 45 days
231 daystypical time to report a trade
0reports filed on paper
3filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
Arizona Fine Wine and Spirits LLC
Other · Self
$5.0M+
New York Fine Wines & Spirits, LLC
Other · Self
$5.0M+
Retail Services & Systems, Inc.
Other · Self
$5.0M+
California Fine Wine & Spirits LLC
Other · Self
$1.0M+
Cherry Hill Wine & Spirits, Inc.
Other · Self
$1.0M+
Colorado Fine Wines & Spirits, LLC
Other · Self
$1.0M+
Connecticut Fine Wine and Spirits, LLC
Other · Self
$1.0M+
Florida Fine Wine and Spirits, LLC
Other · Self
$1.0M+
Massachusetts Fine Wines and Spirits, LLC
Other · Self
$1.0M+
Minnesota Fine Wine & Spirits, LLC
Other · Self
$1.0M+
Washington Fine Wine and Spirits, LLC
Other · Self
$1.0M+
Alphabet Inc. - Class A Common Stock
Corporate Securities · Spouse
$1.0M+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Arizona Fine Wine and Spirits LLC | Other | Self | $5.0M – $25.0M | Partnership Income: $1.0M – $5.0M |
| New York Fine Wines & Spirits, LLC | Other | Self | $5.0M – $25.0M | Proprietorship Income: $5.0M – — |
| Retail Services & Systems, Inc. | Other | Self | $5.0M – $25.0M | S Corporation Income: $1.0M – $5.0M |
| California Fine Wine & Spirits LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $1.0M – $5.0M |
| Cherry Hill Wine & Spirits, Inc. | Other | Self | $1.0M – $5.0M | S Corporation Income: $5.0M – — |
| Colorado Fine Wines & Spirits, LLC | Other | Self | $1.0M – $5.0M | S Corporation Income: $1.0M – $5.0M |
| Connecticut Fine Wine and Spirits, LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| Florida Fine Wine and Spirits, LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $1.0M – $5.0M |
| Massachusetts Fine Wines and Spirits, LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| Minnesota Fine Wine & Spirits, LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $1.0M – $5.0M |
| Washington Fine Wine and Spirits, LLC | Other | Self | $1.0M – $5.0M | Partnership Income: $100K – $1.0M |
| Alphabet Inc. - Class A Common Stock | Corporate Securities | Spouse | $1.0M – $5.0M | Dividends: $2,501 – $5,000 |
| Apple Inc. - Common Stock | Corporate Securities | Spouse | $1.0M – $5.0M | Dividends: $5,001 – $15K |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund | Mutual Funds | Spouse | $1.0M – $5.0M | Dividends: $5,001 – $15K |
| DT Virginia Fine Wines, LLC | Other | Self | $500K – $1.0M | Partnership Income: $100K – $1.0M |
| GFWS Holdings, Inc. | Other | Self | $500K – $1.0M | Partnership Income: $100K – $1.0M |
| H. Alhadeff (Seattle, WA) | Accounts Receivable | Self | $500K – $1.0M | Interest: $15K – $50K |
| Nevada Fine Wine & Spirits LLC | Other | Self | $500K – $1.0M | Partnership Income: $100K – $1.0M |
| Taste of New York Beer and Grocery LLC | Other | Self | $500K – $1.0M | Proprietorship Income: $0 – $0 |
| TFWS, Inc. | Other | Self | $500K – $1.0M | S Corporation Income: $5.0M – — |
| Fidelity Small Cap Index Fund | Mutual Funds | Self | $500K – $1.0M | Tax-Deferred: — |
| Mass Mutual Life Insurance Policy | Life Insurance | Spouse | $500K – $1.0M | None: — |
| PNC Bank Accounts | Bank Deposit | Joint | $500K – $1.0M | Interest: $201 – $1,000 |
| DT Georgia Holdings Inc. | Other | Self | $250K – $500K | Partnership Income: $50K – $100K |
| Eaton Corporation, PLC Ordinary Shares | Corporate Securities | Spouse | $250K – $500K | Dividends: $2,501 – $5,000 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl (JTSXX)
2023–2024 · $25.2M – $113.7M
38 trades
JPMorgan BetaBuilders Japan ETF (BBJP)
2021–2023 · $1.6M – $3.7M
29 trades
JPMorgan BetaBuilders Canada ETF (BBCA)
2021–2023 · $845K – $2.1M
24 trades
Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX)
2023–2024 · $1.5M – $3.3M
22 trades
iShares Core MSCI Emerging (IEMG)
2021–2023 · $957K – $2.3M
22 trades
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX)
2023–2024 · $3.0M – $6.5M
20 trades
iShares Core S&P Mid-Cap ETF (IJH)
2023–2023 · $347K – $980K
18 trades
Six Circles MGD EQ US UNCON
2021–2022 · $1.7M – $6.9M
17 trades
JPMorgan Betabuilders Europe ETF (BBEU)
2021–2023 · $1.1M – $2.4M
17 trades
Parametric
2023–2023 · $9.1M – $33.3M
16 trades
Their latest 300 of 578 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-31 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-12-13 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-13 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-12-13 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-12-13 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-11-30 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-11-25 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2024-11-25 | Fidelity International Index Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-11-25 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-10-31 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Purchase | Joint | $50K – $100K | annual |
| 2024-10-14 | JPMorgan Growth Advantage Fund I Class via Insurance Trust 1 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2024-10-11 | JPMorgan Prime Money Market Fund - Institutional Share Class via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | annual |
| 2024-10-02 | JPMorgan Prime Money Market Fund - Institutional Share Class via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2024-08-15 | JPMorgan Growth Advantage Fund I Class via Insurance Trust 1 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-07-03 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2024-07-02 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $50K – $100K | annual |
| 2024-07-02 | Vanguard Value ETF via JPM Roth IRA | Sale (Full) | Self | $50K – $100K | annual |
| 2024-07-02 | SPDR Series Trust SPDR S&P Biotech ETF via JPM Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2024-06-24 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-06-17 | JPMorgan Growth Advantage Fund I Class via Insurance Trust 1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-06-10 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-05-31 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2024-05-31 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2024-05-14 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA 2 | Purchase | Spouse | $15K – $50K | annual |
| 2024-05-13 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-04-30 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Purchase | Joint | $100K – $250K | annual |
| 2024-04-23 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via Insurance Trust 1 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2024-04-22 | JPMorgan Growth Advantage Fund I Class via Insurance Trust 1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2024-03-31 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2024-03-21 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $50K – $100K | annual |
| 2024-03-21 | Fidelity 500 Index Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2024-03-18 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA 2 | Purchase | Spouse | $15K – $50K | annual |
| 2024-03-15 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2024-03-13 | SPDR Select Sector Fund - Financial via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2024-03-13 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2024-02-14 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2024-02-02 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2024-01-31 | JPM TR I Tax Free Reserve Sweep FD via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2024-01-31 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $50K – $100K | annual |
| 2024-01-09 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-12-27 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-12-22 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-22 | JPMorgan BetaBuilders Japan ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-22 | Fidelity International Index Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-12-14 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-12-12 | JPMorgan BetaBuilders Europe ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-12-12 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-12-12 | JPMorgan BetaBuilders Canada ETF via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-12-12 | iShares Core S&P Mid-Cap ETF via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-12-12 | Fidelity 500 Index Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-11-29 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $500K – $1.0M | annual |
| 2023-11-21 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-11-17 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-11-16 | US Treasury Bill 03/07/2024 via JP Morgan Investment Account | Sale (Full) | Joint | $500K – $1.0M | 181 |
| 2023-11-09 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-11-09 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-11-03 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2023-11-02 | US Treasury Bill 01/18/2024 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 195 |
| 2023-11-01 | Pepsico, Inc. via Insurance Trust 1 | Sale (Full) | Spouse | $50K – $100K | 196 |
| 2023-11-01 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via Insurance Trust 1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-10-31 | US Treasury Bill 12/21/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 197 |
| 2023-10-25 | US Treasury Bill 02/22/2024 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 203 |
| 2023-10-17 | US Treasury Bill 12/21/2023 via JP Morgan Investment Account | Sale (Partial) | Joint | $100K – $250K | 211 |
| 2023-10-17 | US Treasury Bill 11/16/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 211 |
| 2023-10-12 | US Treasury Bill 10/17/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $500K – $1.0M | 216 |
| 2023-10-10 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-10-05 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Full) | Joint | $50K – $100K | annual |
| 2023-10-05 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Full) | Joint | $500K – $1.0M | annual |
| 2023-10-05 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Full) | Joint | $250K – $500K | annual |
| 2023-10-05 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $50K – $100K | annual |
| 2023-10-05 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-10-05 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-10-05 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $50K – $100K | annual |
| 2023-10-05 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-10-02 | US Treasury Bill 10/17/2023 via JP Morgan Investment Account | Sale (Partial) | Joint | $500K – $1.0M | 226 |
| 2023-10-02 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Full) | Joint | $500K – $1.0M | annual |
| 2023-09-27 | US Treasury Bill 12/21/2023 via JP Morgan Investment Account | Purchase | Joint | $250K – $500K | 231 |
| 2023-09-27 | US Treasury Bill 11/16/2023 via JP Morgan Investment Account | Purchase | Joint | $250K – $500K | 231 |
| 2023-09-27 | US Treasury Bill 02/22/2024 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 231 |
| 2023-09-27 | US Treasury Bill 01/18/2024 via JP Morgan Investment Account | Purchase | Joint | $500K – $1.0M | 231 |
| 2023-09-26 | US Treasury Bill 09/26/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 232 |
| 2023-09-13 | US Treasury Bill 01/18/2024 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 245 |
| 2023-09-06 | US Treasury Bill 03/07/2024 via JP Morgan Investment Account | Purchase | Joint | $500K – $1.0M | 252 |
| 2023-09-06 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via Insurance Trust 1 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-08-25 | US Treasury Bill 02/22/2024 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 264 |
| 2023-08-24 | US Treasury Bill 08/24/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 265 |
| 2023-08-03 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-08-03 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-08-03 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-08-02 | US Treasury Bill 02/22/2024 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 287 |
| 2023-08-02 | US Treasury Bill 01/18/2024 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 287 |
| 2023-08-02 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-07-26 | JPMorgan BetaBuilders Europe ETF via JP Morgan Revocable Trust 3 | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2023-07-26 | JPMorgan BetaBuilders Europe ETF via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-07-26 | JPMorgan BetaBuilders Europe ETF via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-07-26 | iShares Core S&P Mid-Cap ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-07-20 | US Treasury Bill 07/20/2023 via JP Morgan Investment Account | Sale (Full) | Joint | $1.0M – $5.0M | 300 |
| 2023-07-13 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-07-07 | US Treasury Bill 12/21/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 313 |
| 2023-07-07 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-07-05 | US Treasury Bill 11/16/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 315 |
| 2023-07-05 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-06-23 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-06-23 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-06-23 | Fidelity International Index Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-06-15 | US Treasury Bill 10/17/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 335 |
| 2023-06-15 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-06-12 | US Treasury Bill 09/26/2023 via JP Morgan Investment Account | Purchase | Joint | $500K – $1.0M | 338 |
| 2023-06-07 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-06-06 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-06 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-06-06 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-06-06 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-06 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-06 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-06 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-06 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2023-06-02 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-06-02 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-02 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-06-02 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-06-02 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-02 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-02 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-02 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-02 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-01 | US Treasury Bill 09/26/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 349 |
| 2023-06-01 | US Treasury Bill 08/24/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 349 |
| 2023-06-01 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-06-01 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-01 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-06-01 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-06-01 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $15K – $50K | annual |
| 2023-06-01 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-01 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-01 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-06-01 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-06-01 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $250K – $500K | annual |
| 2023-05-26 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-05-26 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-05-26 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-05-26 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-05-26 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-26 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-26 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-26 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-26 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-19 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-05-19 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-05-19 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-05-18 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-05-18 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-05-18 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-18 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-18 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-18 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-18 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-10 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-05-09 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-05-09 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-05-09 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-05-09 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-05-09 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-09 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-09 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-05-03 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-05-02 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-05-02 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $5.0M – $25.0M | annual |
| 2023-05-01 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-05-01 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-05-01 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-01 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-01 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-01 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-05-01 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-26 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-04-19 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-19 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-04-18 | US Treasury Bill 07/20/2023 via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | 393 |
| 2023-04-18 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2023-04-18 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Purchase | Joint | $1,001 – $15K | annual |
| 2023-04-18 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $1,001 – $15K | annual |
| 2023-04-18 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-17 | SPDR Select Sector Fund - Financial via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-04-17 | iShares Core MSCI Emerging Markets ETF via JP Morgan Revocable Trust 3 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2023-04-17 | Fidelity 500 Index Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-04-17 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2023-04-14 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2023-04-13 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-04-13 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-13 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-04-13 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-13 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-04-10 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $1.0M – $5.0M | annual |
| 2023-04-06 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-04-06 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-06 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | iShares S&P 500 Value ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-04-06 | iShares S&P 500 Growth ETF via JP Morgan Investment Account 2 | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-04-06 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-06 | Fidelity 500 Index Fund via JP Morgan Investment Account 2 | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-04-05 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-04-04 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-04-04 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-04-04 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-04 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-04-04 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-04-04 | Fidelity 500 Index Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-04-04 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via Insurance Trust 1 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2023-03-29 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-03-28 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via JP Morgan Investment Account | Purchase | Joint | $5.0M – $25.0M | annual |
| 2023-03-28 | JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl via Insurance Trust 1 | Purchase | Spouse | $15K – $50K | annual |
| 2023-03-13 | Parametric via JP Morgan Parametric Investment Account | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-13 | Parametric EAFE via JP Morgan Parametric EAFE | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-03-13 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-03-13 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2023-03-13 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-03-13 | JPMorgan BetaBuilders Canada ETF via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-03-13 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-03-13 | Fidelity 500 Index Fund via JP Morgan Investment Account 2 | Purchase | Joint | $250K – $500K | annual |
| 2023-03-09 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Purchase | Joint | $1,001 – $15K | annual |
| 2023-03-09 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Purchase | Joint | $15K – $50K | annual |
| 2023-03-09 | Fidelity 500 Index Fund via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2023-02-27 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-02-27 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-27 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-27 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-02-27 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-27 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-02-27 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-02-24 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-02-23 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-23 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-23 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-23 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-23 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-02-23 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $1,001 – $15K | annual |
| 2023-02-21 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $1.0M – $5.0M | annual |
| 2023-02-21 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-21 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-02-21 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-02-21 | JPMorgan BetaBuilders Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-21 | JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-21 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $50K – $100K | annual |
| 2023-02-21 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-16 | Wells Fargo & Company Variable Rate Note via JP Morgan Investment Account | Sale (Full) | Joint | $50K – $100K | 32 |
| 2023-02-16 | Morgan Stanley via JP Morgan Investment Account | Sale (Full) | Joint | $100K – $250K | 32 |
| 2023-02-16 | JP Morgan Chase & Company Variable Rate Note via JP Morgan Investment Account | Sale (Full) | Joint | $50K – $100K | 32 |
| 2023-02-16 | JP Morgan Chase & Company Variable Rate Note via JP Morgan Investment Account | Sale (Full) | Joint | $50K – $100K | 32 |
| 2023-02-16 | Goldman Sachs Group Inc via JP Morgan Investment Account | Sale (Full) | Joint | $50K – $100K | 32 |
| 2023-02-16 | Citigroup Inc. Variable Rate Note via JP Morgan Investment Account | Sale (Full) | Joint | $50K – $100K | 32 |
| 2023-02-16 | Citigroup Inc. Variable Rate Note via JP Morgan Investment Account | Sale (Full) | Joint | $100K – $250K | 32 |
| 2023-02-16 | Vanguard Total Stock Market ETF via JPM Roth IRA 2 | Purchase | Spouse | $1,001 – $15K | annual |
| 2023-02-16 | SPDR Select Sector Fund - Financial via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-16 | Six Circles Managed Equity Portfolio U.S. Unconstrained Fund via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $100K – $250K | annual |
| 2023-02-16 | iShares S&P 500 Value ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-02-16 | iShares S&P 500 Growth ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $500K – $1.0M | annual |
| 2023-02-16 | iShares Core S&P Mid-Cap ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $15K – $50K | annual |
| 2023-02-16 | JP Morgan Chase & Company Variable Rate Note (3/10/2014) via JP Morgan Investment Account | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-02-09 | Parametric via JP Morgan Parametric Investment Account | Sale (Partial) | Joint | $250K – $500K | annual |
| 2023-02-09 | Six Circles Managed Equity Portfolio International Unconstrained Fund via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2023-02-09 | Fidelity International Index Fund via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2023-01-31 | JPMorgan U.S. Equity Fund I Class via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2023-01-25 | SPDR Select Sector Fund - Industrial via JP Morgan Revocable Trust 3 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2023-01-25 | iShares Core MSCI Emerging Markets ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-01-25 | Fidelity International Index Fund via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2023-01-25 | Fidelity 500 Index Fund via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2023-01-25 | SPDR Select Sector Fund - Industrial via JP Morgan Investment Account 2 | Sale (Full) | Joint | $100K – $250K | annual |
| 2023-01-25 | iShares Core MSCI Emerging Markets ETF via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2022-12-21 | Six Circle MGD Eq US Uncon via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2022-12-14 | JPM US Eq FD - CL I Fund via JPM Roth IRA | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-07 | Vanguard Growth ETF via JPM Roth IRA | Sale (Full) | Self | $100K – $250K | annual |
| 2022-12-07 | JPM US Eq FD - CL I Fund via JPM Roth IRA | Purchase | Self | $100K – $250K | annual |
| 2022-12-07 | iShares Expanded Tech-Softwa via JPM Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2022-12-07 | Ark Innovation ETF via JPM Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2022-12-07 | Ark Fintech Innovation ETF via JPM Roth IRA | Sale (Full) | Self | $15K – $50K | annual |
| 2022-11-14 | iShares S&P 500 Growth ETF via JP Morgan Investment Account 2 | Sale (Partial) | Joint | $250K – $500K | annual |
| 2022-11-14 | iShares Core S&P Midcap ETF via JP Morgan Investment Account 2 | Purchase | Joint | $250K – $500K | annual |
| 2022-11-14 | Invesco S&P 500 Equal Weight via JP Morgan Investment Account 2 | Sale (Full) | Joint | $100K – $250K | annual |
| 2022-11-09 | iShares Core S&P Midcap ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $15K – $50K | annual |
| 2022-11-09 | Invesco S&P 500 Equal Weight via JP Morgan Revocable Trust 3 | Sale (Full) | Spouse | $15K – $50K | annual |
| 2022-11-09 | Fidelity Intl Indx-Inst PRM via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $15K – $50K | annual |
| 2022-10-21 | Six Circle MGD Eq Intl Uncon via JP Morgan Revocable Trust 3 | Purchase | Spouse | $50K – $100K | annual |
| 2022-10-21 | JPMorgan Betabuilders Japan ETF via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-21 | JPM BTABLDRS Dev Asia X-JPN via JP Morgan Revocable Trust 3 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-10-21 | Fidelity Intl Indx-Inst PRM via JP Morgan Revocable Trust 3 | Sale (Partial) | Spouse | $50K – $100K | annual |
| 2022-09-29 | US Large Cap Equity via JP Morgan Parametric Investment Account | Purchase | Joint | $500K – $1.0M | annual |
| 2022-09-29 | EAFE Equity via Focused International Growth Fund | Sale (Full) | Joint | $500K – $1.0M | annual |
| 2022-08-04 | EAFE Equity via JP Morgan Parametric EAFE | Sale (Full) | Joint | $5.0M – $25.0M | annual |
| 2022-08-04 | Invesco S&P 500 Equal Weight via JP Morgan Investment Account 2 | Purchase | Joint | $100K – $250K | annual |
| 2022-08-02 | Six Circles Tax Aware BND via JP Morgan Investment Account 2 | Sale (Full) | Joint | $1.0M – $5.0M | annual |
What their office spends
What Trone's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,070,977 over the last 4 quarters, 90% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q3 '25 | $0 | $0 | $0 | $0 | $1,250 | $1,250 |
| Q1 '25 | $28,134 | $0 | $3,480 | $275 | $240 | $32,129 |
| Q4 '24 | $470,628 | $8,782 | $27,492 | $242 | $15,203 | $522,347 |
| Q3 '24 | $462,583 | $2,202 | $26,229 | $690 | $23,546 | $515,250 |
| Q2 '24 | $405,969 | $3,552 | $33,816 | $859 | $18,497 | $462,693 |
| Q1 '24 | $381,303 | $5,309 | $44,623 | $1,680 | $31,534 | $464,449 |
| Q4 '23 | $467,842 | $3,159 | $34,912 | $512 | $19,107 | $525,531 |
| Q3 '23 | $393,141 | $5,339 | $38,236 | $793 | $21,085 | $458,593 |
| Q2 '23 | $424,987 | $6,005 | $46,133 | $1,039 | $24,923 | $503,087 |
| Q1 '23 | $355,740 | $10,954 | $40,388 | $2,681 | $54,814 | $464,577 |
| Q4 '22 | $429,050 | $14,727 | $46,705 | $4,805 | $22,155 | $517,443 |
| Q3 '22 | $372,769 | $4,848 | $52,073 | $5,774 | $19,148 | $454,613 |
| Q2 '22 | $372,019 | $5,683 | $47,759 | $4,218 | $17,437 | $447,117 |
| Q1 '22 | $338,494 | $1,271 | $21,108 | $379 | $17,181 | $378,434 |
| Q4 '21 | $371,650 | $5,541 | $13,841 | $758 | $17,240 | $409,029 |
| Q2 '21 | $318,983 | $635 | $9,977 | $928 | $30,856 | $361,379 |
| Q1 '21 | $299,833 | $110 | $17,462 | $422 | $51,325 | $369,152 |
Private funds
34private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Arizona Fine Wine and Spirits LLC
held from 2021
$15.0M
Colorado Fine Wines & Spirits, LLC
held from 2021
$15.0M
New York Fine Wines & Spirits, LLC
held from 2021
$15.0M
Parametric US Large Cap Equity
held from 2021
$15.0M
Retail Services & Systems, Inc.
held from 2021
$15.0M
US Large Cap Equity
held from 2021
$15.0M
EAFE Equity
held from 2021
$3.8M
JP Morgan Revocable Trust 3
trades went through it
$3.5M
California Fine Wine & Spirits LLC
held from 2021
$3.0M
Cherry Hill Wine & Spirits, Inc.
held from 2021
$3.0M
Connecticut Fine Wine and Spirits, LLC
held from 2021
$3.0M
Fine Wines & Spirits of North Texas, LLC
held from 2021
$3.0M
All 34, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Arizona Fine Wine and Spirits LLC | held 2021 | $5.0M – $25.0M | |||||||
| Colorado Fine Wines & Spirits, LLC | held 2021 | $5.0M – $25.0M | |||||||
| New York Fine Wines & Spirits, LLC | held 2021 | $5.0M – $25.0M | |||||||
| Parametric US Large Cap Equity | held 2021 | $5.0M – $25.0M | |||||||
| Retail Services & Systems, Inc. | held 2021 | $5.0M – $25.0M | |||||||
| US Large Cap Equity | held 2021 | $5.0M – $25.0M | |||||||
| EAFE Equity | held 2021 | $1.5M – $6.0M | |||||||
| JP Morgan Revocable Trust 3 trades went through it | 2021-01-05 | $1.9M – $5.1M | |||||||
| California Fine Wine & Spirits LLC | held 2021 | $1.0M – $5.0M | |||||||
| Cherry Hill Wine & Spirits, Inc. | held 2021 | $1.0M – $5.0M | |||||||
| Connecticut Fine Wine and Spirits, LLC | held 2021 | $1.0M – $5.0M | |||||||
| Fine Wines & Spirits of North Texas, LLC | held 2021 | $1.0M – $5.0M | |||||||
| Florida Fine Wine and Spirits, LLC | held 2021 | $1.0M – $5.0M | |||||||
| Massachusetts Fine Wines and Spirits, LLC | held 2021 | $1.0M – $5.0M | |||||||
| Minnesota Fine Wine & Spirits, LLC | held 2021 | $1.0M – $5.0M | |||||||
| TFWS, Inc | held 2021 | $1.0M – $5.0M | |||||||
| Taste of New York Beer and Grocery LLC | held 2021 | $1.0M – $5.0M | |||||||
| Washington Fine Wine and Spirits, LLC | held 2021 | $1.0M – $5.0M | |||||||
| Focused International Growth Fund trades went through it | 2021-04-12 | $1.1M – $2.3M | |||||||
| Loomis Sayles Growth Fund trades went through it | 2021-04-12 | $1.1M – $2.3M | |||||||
| GFWS Holdings, Inc. | held 2021 | $501K – $1.0M | |||||||
| DT Virginia Fine Wines, LLC | held 2021 | $500K – $1.0M | |||||||
| Nevada Fine Wine & Spirits LLC | held 2021 | $500K – $1.0M | |||||||
| JP Morgan Revocable Trust 1 trades went through it | 2021-01-21 | $450K – $1.0M | |||||||
| Insurance Trust 1 trades went through it | 2021-01-20 | $215K – $550K | |||||||
| DT Georgia Holdings Inc. | held 2021 | $250K – $500K | |||||||
| Kentucky Fine Wines & Spirits, LLC | held 2021 | $250K – $500K | |||||||
| Wisconsin Fine Wines & Spirits, LLC | held 2021 | $250K – $500K | |||||||
| Davis New York Venture-A | 2021-06-24 | $152K – $380K | |||||||
| Davis App & Income Fund-A | $115K – $300K | ||||||||
| Cash | held 2021 | $15K – $50K | |||||||
| Indiana Fine Wine & Spirits, LLC | held 2021 | $15K – $50K | |||||||
| Insurance Trust 2 trades went through it | 2021-03-05 | $15K – $50K | |||||||
| Parametric | held 2023 | $1 – $1,000 |
How their trades did
Each of Trone's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 1 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Too few to score against chance (it takes 10). Every member, compared.
Best timed
- Sold Pepsico, Inc. (PEP) 2023-11-01 · $50K – $100K · +6.3% against the market in 30 days, +13.7% in 90
Financial disclosures
10 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Apr 28, 2026 | Extension for 2026 | — |
| Feb 27, 2026 | Candidate Report for 2025 | 68 |
| Jan 12, 2026 | Extension for 2025 | — |
| Apr 18, 2025 | Termination Report for 2025 | 40 |
| Jan 14, 2025 | Extension for 2025 | — |
| May 15, 2024 | Annual Report for 2023 | 237 |
| May 15, 2024 | Periodic Transaction Report | 28 |
| May 15, 2023 | Annual Report for 2022 | 114 |
| Mar 20, 2023 | Periodic Transaction Report | 7 |
| May 16, 2022 | Annual Report for 2021 | 187 |
1 trade has a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| May 16, 2022 | 2012-03-25 | SIX CIRCLES US UNCONSTR EQ | Impossible date | Never amended |