David Trone
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-06-23. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
| Window |
Portfolio |
SPY |
vs SPY |
| 1 week |
+2.8% |
-0.8% |
+3.6% |
| 1 month |
+12.6% |
-0.4% |
+12.9% |
| 1 quarter |
+38.2% |
+13.6% |
+24.6% |
| Year to date |
+28.6% |
+9.5% |
+19.2% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-06-23). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
| Stock |
Est. shares |
Est. value |
Weight |
|
MS
Morgan Stanley
|
2,928 |
$664.9K |
100.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
Latest net worth (band)
-$46.4M – $108.9M
Net worth band by reporting year
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year |
Filed |
Net worth band |
Assets |
Liabilities |
| 2023 |
2024-05-15 |
-$46.4M – $108.9M |
64 |
3 |
| 2022 |
2023-05-15 |
$1.3M – $120.4M |
84 |
3 |
| 2021 |
2022-05-16 |
$13.4M – $148.4M |
97 |
1 |
Recent stock trades
Avg. disclosure lag
196.4 days
Filed past 45-day deadline
100%
| Date |
Stock |
Type |
Owner |
Amount |
Filed |
Lag |
| 2023-11-01 |
PEP
Pepsico Inc
|
Sell |
SP |
$50K - $100K |
2024-05-15 |
196d late
|
| 2020-03-19 |
MS
Morgan Stanley
|
Buy |
JT |
$50K - $100K |
2020-08-13 |
147d late
|
| 2020-03-04 |
AAPL
Apple Inc.
|
Sell |
SP |
$1K - $15K |
2020-08-13 |
162d late
|
| 2020-03-04 |
KTB
Kontoor Brands, Inc.
|
Sell |
SP |
$1K - $15K |
2020-08-13 |
162d late
|
| 2019-10-03 |
VFC
V F Corp
|
Sell |
SP |
$15K - $50K |
2020-08-13 |
315d late
|