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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 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
Reporting year
2023
Disclosed assets
64
Disclosed liabilities
3

Net worth band by reporting year

2021 2022 2023 2024 — not e-filed 2025 — not e-filed
Year Net worth band
2023 -$46.4M – $108.9M
2022 $1.3M – $120.4M
2021 $13.4M – $148.4M

Recent stock trades

Disclosed trades
5
Avg. disclosure lag
196.4 days
Filed past 45-day deadline
100%
Date Stock Type Amount
2023-11-01 PEP Sell $50K - $100K
2020-03-19 MS Buy $50K - $100K
2020-03-04 AAPL Sell $1K - $15K
2020-03-04 KTB Sell $1K - $15K
2019-10-03 VFC Sell $15K - $50K