David Trone
Representative
MD-6
Democrat
2023 disclosure
David Trone (MD-6) disclosed a net worth range between -$46.4M and $108.9M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
6
Since Q4 '23
Purchases
17%
Share of disclosed trades
Avg. disclosure lag
216.2 days
Median 179 days
Filed past 45-day deadline
100%
STOCK Act deadline
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
VFC is the most traded stock
Trades per stock
Purchases
Sales
33.3% of trades carry 65% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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
Rank by disclosed net worth
Reporting year
2023
Disclosed assets
64
Disclosed liabilities
3
Disclosed net worth band, 2021 to 2023
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021
2022
2023
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-05-15 | -$46.4M – $108.9M |
| 2022 | 2023-05-15 | $1.3M – $120.4M |
| 2021 | 2022-05-16 | $13.4M – $148.4M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2023-11-01 | PEP ST · Pepsico, Inc. (PEP) | Sell | SP Insurance Trust 1 | $50K - $100K | 2024-05-15 | 196d late |
| 2020-03-19 | MS ST · Morgan Stanley (MS) | Buy | JT JP Morgan Investment Account | $50K - $100K | 2020-08-13 | 147d late |
| 2020-03-04 | AAPL ST · Apple Inc. (AAPL) | Sell | SP Insurance Trust 1 | $1K - $15K | 2020-08-13 | 162d late |
| 2020-03-04 | KTB ST · Kontoor brands, Inc. (KTb) | Sell | SP Insurance Trust 1 | $1K - $15K | 2020-08-13 | 162d late |
| 2019-10-03 | VFC ST · V.F. Corporation (VFC) | Sell | SP Insurance Trust 1 | $15K - $50K | 2020-08-13 | 315d late |
| 2019-10-03 | VFC V.F. Corporation (VFC) | Sell | SP | $15K - $50K | 2020-08-13 | 315d late |
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 2026-10-16. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-16). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
1 stock was omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| MS | 2,426 | $438K | 100.0% |
Assets and liabilities
Disclosed assets
The assets David Trone itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
64
Total disclosed (band)
$28.6M – $123.9M
| Description | Type | Income | Value |
|---|---|---|---|
| Colorado Fine Wines & Spirits, LLC | OL |
$1M - $5M
S Corporation Income
|
$5M - $25M |
| Retail Services & Systems, Inc. | OL |
$1M - $5M
S Corporation Income
|
$5M - $25M |
| Arizona Fine Wine and Spirits LLC | OL |
$1M - $5M
Partnership Income
|
$1M - $5M |
| Cherry Hill Wine & Spirits, Inc. | OL |
$5M - $5M
S Corporation Income
|
$1M - $5M |
| Connecticut Fine Wine and Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Florida Fine Wine and Spirits, LLC | OL |
$1M - $5M
Partnership Income
|
$1M - $5M |
| Insurance Trust 1 ⇒ Apple Inc. - Common Stock (AAPL) | ST |
$5K - $15K
Dividends
|
$1M - $5M |
| Massachusetts Fine Wines and Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Minnesota Fine Wine & Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| New York Fine Wines & Spirits, LLC | OL |
$5M - $5M
Proprietorship Income
|
$1M - $5M |
| PNC Bank Accounts ⇒ PNC Bank Accounts | BA |
$201 - $1K
Interest
|
$1M - $5M |
| TFWS, Inc | OL |
$5M - $5M
S Corporation Income
|
$1M - $5M |
| Taste of New York Beer and Grocery LLC | OL | — | $1M - $5M |
| Washington Fine Wine and Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$1M - $5M |
| Fidelity 401(K) ⇒ Fidelity Small Cap Index Fund (FSSNX) | MF |
Tax-Deferred
|
$500K - $1M |
| Fine Wines & Spirits of North Texas, LLC | OL |
$5M - $5M
Partnership Income
|
$500K - $1M |
| GFWS Holdings, Inc. | OL |
$100K - $1M
Partnership Income
|
$500K - $1M |
| H. Alhadeff (Seattle, WA) | DO |
$15K - $50K
Interest
|
$500K - $1M |
| Insurance Trust 1 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) | ST | — | $500K - $1M |
| Insurance Trust 2 ⇒ Mass Mutual, Whole Life Insurance Policy | WU | — | $500K - $1M |
| JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX) | MF |
$5K - $15K
Dividends
|
$500K - $1M |
| DT Georgia Holdings Inc. | OL |
$15K - $50K
Partnership Income
|
$250K - $500K |
| DT Virginia Fine Wines, LLC | OL |
$100K - $1M
Partnership Income
|
$250K - $500K |
| Insurance Trust 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) | ST |
$2.5K - $5K
Dividends
|
$250K - $500K |
| Insurance Trust 1 ⇒ JPMorgan Growth Advantage Fund I Class (JGASX) | MF |
$1K - $2.5K
Capital Gains
|
$250K - $500K |
| Insurance Trust 1 ⇒ Mass Mutual Life Insurance Policy | WU | — | $250K - $500K |
| JP Morgan Investment Account ⇒ JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl (JTSXX) | MF |
$100K - $1M
Dividends
|
$250K - $500K |
| JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX) | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Nevada Fine Wine & Spirits LLC | OL |
$100K - $1M
Partnership Income
|
$250K - $500K |
| Insurance Trust 1 ⇒ iShares Semiconductor ETF (SOXX) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| JP Morgan Revocable Trust 3 ⇒ Fidelity 500 Index Fund (FXAIX) | MF |
$2.5K - $5K
Capital Gains, Dividends
|
$100K - $250K |
| JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Growth ETF (IWF) | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Value ETF (IWD) | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| JPM Roth IRA 2 ⇒ Vanguard Total Stock Market ETF (VTI) | EF |
Tax-Deferred
|
$100K - $250K |
| JPM Roth IRA ⇒ JPMorgan U.S. Equity Fund I Class (JUESX) | MF |
Tax-Deferred
|
$100K - $250K |
| JP Morgan Revocable Trust 3 ⇒ Fidelity International Index Fund (FSPSX) | MF |
$1K - $2.5K
Capital Gains, Dividends
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Canada ETF (BBCA) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Japan ETF (BBJP) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ SPDR Select Sector Fund - Financial (XLF) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Growth ETF (IVW) | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| JPM Roth IRA ⇒ Vanguard Value ETF (VTV) | EF |
Tax-Deferred
|
$50K - $100K |
| JP Morgan Revocable Trust 3 ⇒ Cash | BA |
$201 - $1K
Interest
|
$15K - $50K |
| JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Europe ETF (BBEU) | EF |
$2.5K - $5K
Capital Gains, Dividends
|
$15K - $50K |
| JP Morgan Revocable Trust 3 ⇒ iShares Core S&P Mid-Cap ETF (IJH) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| JPM Roth IRA 2 ⇒ iShares S&P 500 Value ETF (IVE) | EF |
Tax-Deferred
|
$15K - $50K |
| JPM Roth IRA 2 ⇒ iShares Semiconductor ETF (SOXX) | EF |
Tax-Deferred
|
$15K - $50K |
| JPM Roth IRA ⇒ SPDR Series Trust SPDR S&P Biotech ETF (XBI) | EF |
Tax-Deferred
|
$15K - $50K |
| Kentucky Fine Wines & Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$15K - $50K |
| PNC Roth IRA CD Accounts ⇒ PNC Roth IRA | IH |
Tax-Deferred
|
$15K - $50K |
| Wisconsin Fine Wines & Spirits, LLC | OL |
$100K - $1M
Partnership Income
|
$15K - $50K |
| A.M. Trust ⇒ Fidelity Government Money Market Fund (SPAXX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Fidelity 401(K) ⇒ Fidelity 500 Index Fund (FXAIX) | MF |
Tax-Deferred
|
$1K - $15K |
| GFWS Holdings, Inc. | DO |
$1 - $200
Interest
|
$1K - $15K |
| Insurance Trust 1 ⇒ Cash | BA |
$201 - $1K
Interest
|
$1K - $15K |
| Insurance Trust 1 ⇒ JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst Shr Cl (JTSXX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| JP Morgan Investment Account ⇒ JPM TR I Tax Free Reserve Sweep FD | BA |
$15K - $50K
Interest
|
$1K - $15K |
| JPM Roth IRA 2 ⇒ Cash | BA |
Tax-Deferred
|
$1K - $15K |
| JPM Roth IRA ⇒ Cash | BA |
Tax-Deferred
|
$1K - $15K |
| JPM Trad IRA ⇒ Cash | BA |
Tax-Deferred
|
$1K - $15K |
| JPM Trad IRA ⇒ Cash | BA |
Tax-Deferred
|
$1K - $15K |
| JP Morgan Investment Account 2 ⇒ Cash | BA |
$5K - $15K
Interest
|
$1 - $1K |
| JP Morgan Parametric Investment Account ⇒ Parametric | HE |
$1M - $5M
Capital Gains, Dividends, Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
3
Total disclosed (band)
$15M – $75M
| Description | Amount owed |
|---|---|
| Business loan (PNC Bank, N.A.) | $5M - $25M |
| Business loan (PNC Bank, N.A.) | $5M - $25M |
| Line of credit (JP Morgan) | $5M - $25M |