Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Reported trades
14
3 reports · Jul 12, 2022 – Jan 10, 2025
Purchases / sales
1 / 13
8 different tickers
Est. purchases ⓘEstimate only: the sum of the midpoints of the reported dollar ranges. The real amounts can be anywhere inside each range.
Est. $32.50K
midpoint of reported ranges totalling $15.00K–$50.00K
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $434.01K
midpoint of reported ranges totalling $223.01K–$645.00K
Avg. filing delay ⓘAverage number of days between a trade and the date it was reported. The STOCK Act deadline is 45 days after the trade.
429 days
12 of 14 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column filters
| Ticker | Company | Sector | Trades ↓ | Politicians | Purchases | Sales | Est. net buying ⓘEstimate only: purchases minus sales using the midpoint of each reported dollar range. | Last trade |
|---|---|---|---|---|---|---|---|---|
| GBDC | Golub Capital BDC, Inc | Unclassified | 4 | 1 | 0 | 4 | -$105.50K | Jun 30, 2023 |
| IWF | Ishares Russell 1000 Growth | ETFs & Funds | 2 | 1 | 0 | 2 | -$65.00K | Jun 19, 2023 |
| BA | Boeing Co | Industrials | 1 | 1 | 0 | 1 | -$32.50K | Jun 19, 2023 |
| BLK | BlackRock, Inc | Financials | 1 | 1 | 0 | 1 | -$32.50K | Jun 30, 2023 |
| C | Citigroup Inc | Financials | 1 | 1 | 0 | 1 | -$8.00K | Jun 22, 2023 |
| TRP | TC Energy Corp | Utilities | 1 | 1 | 0 | 1 | -$8.00K | Jun 23, 2023 |
| VCSH | Vanguard S/t Corp Bond ETF | ETFs & Funds | 1 | 1 | 1 | 0 | +$32.50K | Jul 14, 2022 |
| XBI | SS SPDR S&P Biotech ETF | ETFs & Funds | 1 | 1 | 0 | 1 | -$32.50K | Jun 30, 2023 |
Column filters
| Date ↓ | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 10, 2025 | — | MAI Managed [PS] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | David P. Joyce Trust | Feb 7, 2025 | 28 days | PTR ↗ |
| Nov 19, 2024 | — | MAI Managed Income Fund [HN] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | David P. Joyce Trust | Dec 18, 2024 | 29 days | PTR ↗ |
| Jun 30, 2023 | BLK | BlackRock, Inc. (BLK) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rollover | Aug 6, 2024 | 403 days Late | PTR ↗ |
| Jun 30, 2023 | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David P. Joyce QSST Trust | Aug 6, 2024 | 403 days Late | PTR ↗ |
| Jun 30, 2023 | XBI | SPDR Series Trust SPDR S&P Biotech ETF (XBI) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rollover | Aug 6, 2024 | 403 days Late | PTR ↗ |
| Jun 23, 2023 | TRP | TC Energy Corporation (TRP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Aug 6, 2024 | 410 days Late | PTR ↗ |
| Jun 22, 2023 | C | Citigroup, Inc. (C) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Aug 6, 2024 | 411 days Late | PTR ↗ |
| Jun 19, 2023 | BA | Boeing Company (BA) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rollover | Aug 6, 2024 | 414 days Late | PTR ↗ |
| Jun 19, 2023 | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rita M. Joyce IRA | Aug 6, 2024 | 414 days Late | PTR ↗ |
| Jun 19, 2023 | IWF | iShares Russell 1000 Growth ETF (IWF) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | David P. Joyce Trust | Aug 6, 2024 | 414 days Late | PTR ↗ |
| Jun 19, 2023 | IWF | iShares Russell 1000 Growth ETF (IWF) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rita M. Joyce IRA | Aug 6, 2024 | 414 days Late | PTR ↗ |
| Jul 14, 2022 | GBDC | Golub Capital BDC, Inc. (GBDC) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | David P. Joyce QSST Trust | Aug 6, 2024 | 754 days Late | PTR ↗ |
| Jul 14, 2022 | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rita M. Joyce IRA | Aug 6, 2024 | 754 days Late | PTR ↗ |
| Jul 12, 2022 | GBDC | Golub Capital BDC, Inc. (GBDC) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Rita M. Joyce IRA | Aug 6, 2024 | 756 days Late | PTR ↗ |
3 Periodic Transaction Reports on file
- PTR 20026736 · filed Feb 7, 2025 · 1 trade
- PTR 20026440 · filed Dec 18, 2024 · 1 trade
- PTR 20021523 · filed Aug 6, 2024 · 12 trades
🔒 This member's full filing history (all reports and trades) is a Basic feature
You're viewing the Free plan. Upgrade to unlock This member's full filing history (all reports and trades) — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.