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David Trone

David Trone

DEM
House · MD
Data as of 5:29 PM UTC
CAGR
+27.4%
Trades
45
Win Rate
—
Sharpe
1.10
Beta
-0.65
Max DD
(4.6%)
CAGR
+27.4%
Trades
45
Win Rate
—
Sharpe
1.10
Beta
-0.65
Max DD
(4.6%)

David Trone portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
OTHERBuyFluxS Svngs: New Standardize$1.0M - $5MApr 18, 2024Mar 25, 2024
TREASSellUS Treasury Bill 11/06/2023$1.0M - $5MJan 17, 2024Mar 25, 2024
BONDSellUS Treasury Bill 11/06/2023$1.0M - $5MJan 17, 2024Mar 25, 2024
TREASSellUS Treasury Bill 01/17/2023$500K - $1MJan 12, 2024Mar 25, 2024
BONDSellUS Treasury Bill 01/17/2023$500K - $1MJan 12, 2024Mar 25, 2024
TREASSellUS Treasury Bill 01/17/2023$500K - $1MJan 2, 2024Mar 25, 2024
BONDSellUS Treasury Bill 01/17/2023$500K - $1MJan 2, 2024Mar 25, 2024
OTHERSellFluxS Svngs: New Standardize$250K - $1MNov 16, 2023Mar 25, 2024
FLWSSell1$1K - $15KNov 2, 2023Mar 25, 2024
PEPSellPepsico, Inc.$50K - $100KNov 1, 2023Mar 25, 2024
45 trades
…

David Trone (D-MD) Stock Trades & Portfolio

David Trone is a United States Representative from MD affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 45 disclosed stock trades from David Trone, filed under the STOCK Act. The portfolio compounds at 27.4% annualized — 6.1% above the S&P 500 benchmark over the same period, with a 77% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

David Trone (D-MD) has disclosed 45 trades under the STOCK Act; portfolio CAGR of 27.4% (+6.1% vs. the S&P 500); top tickers traded: N/A, TREAS, JPM.

David Trone's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, TREAS, JPM. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 27.4% CAGR, +6.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

David Trone's disclosed portfolio value & net worth

David Trone's disclosed stock portfolio is valued at approximately $1.8M across 1 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on David Trone's total net worth, not a complete measure of it.