Carolyn B. Maloney
DHouse · NY-12
STOCK Act filings · simulated, not advice.
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 05/22/2018 → 11/03/2026.
Simulated portfolio
+142.6%
SPY
+214.7%
vs SPY
-72.2%
Simulated portfolioSPYBuySell
Trades
178
Last traded
06/08/2022
Disclosed (est.)
$6.4M
File lag
41 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
E ORANGETOWN NY PUB IMPT BDS 2022 G/O LTD TAX B/E 685491E32 | Purchase Owner: Self | $15,001 - $50,000 | 06/08/2022 | 07/19/2022 | +140.4% vs SPY +45.5% | +227.7% vs SPY +125.6% | 20021404 |
OID NEW YORK NY CITY MUN FIN ATH W&S SYS REV 2ND GEN RESLUTN FISCAL 13 DD OID | Purchase Owner: Self | $15,001 - $50,000 | 02/16/2022 | 03/17/2022 | n/a | n/a | 20020641 |
E NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS 2ND GEN RSLTN EE REV B/E | Purchase Owner: Self | $15,001 - $50,000 | 01/05/2022 | 02/18/2022 | +168.2% vs SPY +96.6% | +150.9% vs SPY +63.8% | 20020477 |
OID ITHACA CITY NY PUB IMPT G/O LTD B/E OID | Purchase Owner: Self | $15,001 - $50,000 | 11/08/2021 | 12/18/2021 | n/a | n/a | 20020032 |
REV PORT AUTH NY & NJ RFDG AMT CONS ONE HUNDRED NINETY SEVENTH SER REV | Purchase Owner: Self | $15,001 - $50,000 | 09/30/2021 | 10/22/2021 | n/a | n/a | 20017063 |
REV NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS SCD GEN RSlTN SUBSER CC1 REV | Purchase Owner: Self | $15,001 - $50,000 | 09/29/2021 | 10/22/2021 | n/a | n/a | 20017063 |
E New York NY CITY MUN WTR FIN AUTH WTR & SWR RFDG FISl 2016 SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 09/21/2021 | 10/22/2021 | +207.2% vs SPY +121.2% | +167.7% vs SPY +90.7% | 20017063 |
ONLY FIDElITY FUNDS FIDElITY TREASURIES ONlY | Sale (partial) Owner: Self | $250,001 - $500,000 | 06/04/2020 | 10/22/2021 | n/a | n/a | 20017063 |
ONLY FIDElITY FUNDS FIDElITY TREASURIES ONlY | Sale (partial) Owner: Self | $50,001 - $100,000 | 06/02/2020 | 10/22/2021 | n/a | n/a | 20017063 |
Unmapped FIDELITY FUNDS FEDERAL TREASURY ONLY MUTUAL FUND | Sale (partial) Owner: Self | $50,001 - $100,000 | 05/20/2020 | 07/31/2020 | n/a | n/a | 20016737 |
Unmapped FIDELITY FUNDS - FIDELITY TREASURY ONLY | Purchase Owner: Self | $500,001 - $1,000,000 | 01/09/2020 | 02/19/2020 | n/a | n/a | 20016074 |
UNREF NEW YORK ST DORM AUTH SLS TAX REV ST SPPRTD DEBT BDS 2013A B/E UNREF | Sale Owner: Self | $15,001 - $50,000 | 10/15/2019 | 11/15/2019 | n/a | n/a | 20012621 |
E NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 10/15/2019 | 11/15/2019 | +188.6% vs SPY +9.6% | +179.2% vs SPY +12.0% | 20012621 |
E NORTH HEMPSTEAD NY PUB IMPT BDS 2019 B G/O LTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 10/04/2019 | 11/15/2019 | +193.6% vs SPY +10.4% | +179.2% vs SPY +12.0% | 20012621 |
E BRONXVILLE NY UN FREE SCH DIST BDS 2019 G/O UNLTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 09/19/2019 | 11/15/2019 | +185.2% vs SPY +7.0% | +179.2% vs SPY +12.0% | 20012504 |
Unmapped EAST QUOGUE NY UN FREE S/D SUFFOLK CNTY G/O LTD B/E ST AID WITHHLDG | Purchase Owner: Self | $15,001 - $50,000 | 06/13/2019 | 08/14/2019 | n/a | n/a | 20012023 |
Q SARATOGA SPRINGS NY PUB IMPT SERIAL BDS 2019 G/O LTD B/E B/Q | Purchase Owner: Self | $15,001 - $50,000 | 06/06/2019 | 08/14/2019 | +25.1% vs SPY +13.8% | +25.1% vs SPY +13.8% | 20012023 |
OID NEW YORK NY FISCAL 20XXX PARTIAL CALL 64966G-7J-5 OID | Purchase Owner: Self | $100,001 - $250,000 | 08/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
OID NEW YORK NY FISCAL 2009 SUBSER A 1 G/O UNLTD B\E OID | Sale Owner: Self | $50,001 - $100,000 | 08/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV UNREF DD B/E OID | Purchase Owner: Self | $50,001 - $100,000 | 03/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV SER DD B/E OID | Sale Owner: Self | $15,001 - $50,000 | 03/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV SER DD B/E OID | Sale Owner: Self | $50,001 - $100,000 | 03/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
Unmapped NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR | Purchase Owner: Self | $15,001 - $50,000 | 03/27/2018 | 08/14/2019 | n/a | n/a | 20012023 |
E NEW YORK NY BDS 09 SUBSR J1 G/O UNLTD PREREFUNDED B/E | Purchase Owner: Self | $15,001 - $50,000 | 01/24/2018 | 08/14/2019 | +161.4% vs SPY -42.8% | +212.4% vs SPY +18.1% | 20012023 |
E NEW YORK NY BDS 09 SUBSR B1 G/O UNLTD UNREFUNDED BAL B/E | Purchase Owner: Self | $1,001 - $15,000 | 01/24/2018 | 08/14/2019 | +161.4% vs SPY -42.8% | +212.4% vs SPY +18.1% | 20012023 |
E NEW YORK NY SUBSER J 1 G/O UNLTD B\E | Sale Owner: Self | $15,001 - $50,000 | 01/24/2018 | 08/14/2019 | -161.4% vs SPY +42.8% | -212.4% vs SPY -18.1% | 20012023 |
E NEW YORK NY FISCAL SER B SUB B-1 G/O UNLTD B\E | Sale Owner: Self | $1,001 - $15,000 | 01/24/2018 | 08/14/2019 | -161.4% vs SPY +42.8% | -212.4% vs SPY -18.1% | 20012023 |
E NEW YORK NY FISCAL SER B SUB B-1 G/O UNLTD B/E | Sale Owner: Self | $1,001 - $15,000 | 01/24/2018 | 08/14/2019 | -161.4% vs SPY +42.8% | -212.4% vs SPY -18.1% | 20012023 |
E NEW YORK NY BDS 09 SUBSR B1 G/O UNLTD PREREFUNDED B/E | Purchase Owner: Self | $1,001 - $15,000 | 01/24/2018 | 08/14/2019 | +161.4% vs SPY -42.8% | +212.4% vs SPY +18.1% | 20012023 |
OID NEW YORK NY UNREF BAL FISCAL 2009 SUBSER F-1 G/O UNLTD OID | Sale Owner: Self | $1,001 - $15,000 | 01/18/2018 | 08/14/2019 | n/a | n/a | 20012023 |
OID NEW YORK NY PREREFUNDED FISCAL 2009 SUBSER F-1 G/O UNLTD OID | Purchase Owner: Self | $1,001 - $15,000 | 01/18/2018 | 08/14/2019 | n/a | n/a | 20012023 |
TO NEW YORK ST DORM AUTH ST PERS INCOME TAX REV FOR SER C GRP C PRIOR TO | Purchase Owner: Self | $15,001 - $50,000 | 04/25/2019 | 05/16/2019 | n/a | n/a | 20011694 |
Unmapped NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT 12 SEE 649906TD | Purchase Owner: Self | $15,001 - $50,000 | 01/14/2019 | 02/19/2019 | n/a | n/a | 20011160 |
E PORT AUTH NY & NJ CONS ONE HUNDRED EIGHTY FOURTH DB B\E | Purchase Owner: Self | $15,001 - $50,000 | 01/07/2019 | 02/19/2019 | +183.6% vs SPY -48.7% | +167.5% vs SPY -36.1% | 20011160 |
E NEW YORK ST DORM AUTH SAlES TAX REV ST SUPPORTED SER A B\E | Purchase Owner: Self | $15,001 - $50,000 | 01/02/2019 | 02/19/2019 | +194.4% vs SPY -43.5% | +167.5% vs SPY -36.1% | 20011160 |
Unmapped SUFFOLK CNTY NY WTR AUTH WTRWKS REV SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 12/10/2018 | 01/18/2019 | n/a | n/a | 20011020 |
Unmapped PORT AUTH NY & NJ CONS ONE HUNDRED SEVENTY NINTH REV B/E | Purchase Owner: Self | $1,001 - $15,000 | 11/29/2018 | 12/17/2018 | n/a | n/a | 20010848 |
Unmapped NEW YORK ST DORM AUTH SAlES TAX REV ST SUPPORTED SER B gRP A | Purchase Owner: Self | $15,001 - $50,000 | 11/27/2018 | 12/17/2018 | n/a | n/a | 20010848 |
Unmapped lOCKPORT TOWN NY PUB IMPT BDS 2018 g/O lTD B/E BAM | Purchase Owner: Self | $15,001 - $50,000 | 11/15/2018 | 12/17/2018 | n/a | n/a | 20010848 |
Unmapped CORTlAND NY PUB IMPT BDS 2018 g/O lTD B/E B/Q MAC | Purchase Owner: Self | $15,001 - $50,000 | 11/13/2018 | 12/17/2018 | n/a | n/a | 20010848 |
Unmapped HARRISON NY PUB IMPT BDS 2018 g/O lTD B/E | Purchase Owner: Self | $50,001 - $100,000 | 11/06/2018 | 12/17/2018 | n/a | n/a | 20010848 |
Unmapped BABYlON NY VARIOUS PURPOSES SER BDS 2018 g/O lTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 11/02/2018 | 12/17/2018 | n/a | n/a | 20010848 |
OID SCARSDALE NY PUB IMPT BDS 2018 G/O LTD B/E OID | Purchase Owner: Self | $15,001 - $50,000 | 10/17/2018 | 11/30/2018 | n/a | n/a | 20010742 |
E NEW YORK ST DORM AUTH ST PERS INCOME TAX REV FOR REF GEN PURP SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 10/03/2018 | 11/30/2018 | +145.5% vs SPY -46.0% | +179.2% vs SPY -25.2% | 20010742 |
E WHITE PLAINS NY PUB IMPT BDS 2018 G/O LTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 09/11/2018 | 10/25/2018 | +157.4% vs SPY -38.1% | +168.8% vs SPY -51.7% | 20010525 |
Unmapped NEW YORK NY CITY MUN WTR FIN ATH WTR SWR SYS SEC gEN RESOl SER FF REV B\E | Purchase Owner: Self | $15,001 - $50,000 | 08/29/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped NEW YORK NY FISCAl 20XXX PARTIAl CAll 64966g-7J-5 OID | Exchange Owner: Self | $100,001 - $250,000 | 08/27/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped NEW YORK NY FISCAl 2009 SUBSER A 1 g/O UNlTD B\E OID | Exchange Owner: Self | $50,001 - $100,000 | 08/27/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped NEW YORK NY CITY TRANSITIONAl FIN AUTH REV SUBSER B-1 | Purchase Owner: Self | $15,001 - $50,000 | 08/23/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped gARDEN CITY NY PUB IMPT BDS 2018 SER A g/O lTD B/E OID | Purchase Owner: Self | $15,001 - $50,000 | 08/08/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped gARDEN CITY NY PUB IMPT BDS 2018 A g/O lTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 08/08/2018 | 09/18/2018 | n/a | n/a | 20010313 |
Unmapped NEW YORK ST DORM AUTH ST PERS INCOME TAX REV SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 08/06/2018 | 09/18/2018 | n/a | n/a | 20010313 |
E TRIBOROUGH BRDG & TUNL AUTH NY REVS GEN SER C B/E | Purchase Owner: Self | $15,001 - $50,000 | 04/24/2018 | 05/21/2018 | +148.6% vs SPY -77.6% | +152.4% vs SPY -62.3% | 20009556 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV UNREF DD B/E OID | Exchange Owner: Self | $50,001 - $100,000 | 03/27/2018 | 04/25/2018 | n/a | n/a | 20009382 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV SER DD B/E OID | Exchange Owner: Self | $15,001 - $50,000 | 03/27/2018 | 04/25/2018 | n/a | n/a | 20009382 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV SER DD B/E OID | Exchange Owner: Self | $50,001 - $100,000 | 03/27/2018 | 04/25/2018 | n/a | n/a | 20009382 |
OID NEW YORK NY CITY MUN WTR FIN AUTH WTR & SWR SYS REV PREF SER DD B/E OID | Exchange Owner: Self | $15,001 - $50,000 | 03/27/2018 | 04/25/2018 | n/a | n/a | 20009382 |
Unmapped NEW YORK NY SUBSER J 1 G/O UNLTD B\E | Exchange Owner: Self | $15,001 - $50,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY FISCAL SER B SUB B-1 G/O UNLTD B\E | Exchange Owner: Self | $1,001 - $15,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY FISCAL SER B SUB B-1 G/O UNLTD B/E | Exchange Owner: Self | $1,001 - $15,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY BDS 09 SUBSR J1 G/O UNLTD PREREFUNDED B/E | Exchange Owner: Self | $15,001 - $50,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY BDS 09 SUBSR B1 G/O UNLTD UNREFUNDED BAL B/E | Exchange Owner: Self | $1,001 - $15,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY BDS 09 SUBSR B1 G/O UNLTD PREREFUNDED B/E | Exchange Owner: Self | $1,001 - $15,000 | 01/24/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY UNREFUNDED BALANCE SUBSR D-1 G/O UNLTD B/E | Sale Owner: Self | $1,001 - $15,000 | 01/19/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY UNREF BAL FISCAL 2009 SUBSER F-1 G/O UNLTD OID | Exchange Owner: Self | $1,001 - $15,000 | 01/18/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped NEW YORK NY PREREFUNDED FISCAL 2009 SUBSER F-1 G/O UNLTD OID | Exchange Owner: Self | $1,001 - $15,000 | 01/18/2018 | 02/21/2018 | n/a | n/a | 20009001 |
Unmapped SUFFOLK CNTY NY WTR AUTH WTRWKS REV RFDG B\E | Purchase Owner: Self | $15,001 - $50,000 | 12/19/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped NEW YORK ST. DORM AUTH ST PERS INCOME TAX REV SER G-B/E | Purchase Owner: Self | $1,001 - $15,000 | 12/04/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped TRIBOROUGH BRDG & TUNL AUTH NY REVS SUB-SER D B/E OID | Exchange Owner: Self | $1,001 - $15,000 | 12/01/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped TRIBOROUGH BRDG & TUNL AUTH NY REVS SUB-SER D B/E OID | Exchange Owner: Self | $15,001 - $50,000 | 12/01/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped TRIBOROUGH BRDG & TUNL AUTH NY REVS SUBORDINATE REV BDS 2008D PREREF OID | Exchange Owner: Self | $15,001 - $50,000 | 12/01/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped TRIBOROUGH BRDG & TUNL AUTH NY REVS SUBORDINATE REV BDS 2008D OID UNREF | Exchange Owner: Self | $1,001 - $15,000 | 12/01/2017 | 01/29/2018 | n/a | n/a | 20008829 |
Unmapped NEW YORK ST DORM AUTH ST PERS INCOME TAX REV RFDG GEN PURP SER A B/E | Purchase Owner: Self | $15,001 - $50,000 | 11/29/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped NEW YORK NY FISCAL 2009 SUBSER A 1 G/O UNLTD B/E OID | Purchase Owner: Self | $50,001 - $100,000 | 11/28/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped BRIARCLIFF MANOR NY RFDG PUB IMPT SER A G/O UNLTD B/E | Purchase Owner: Self | $15,001 - $50,000 | 11/22/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped NEW YORK ST DORM AUTH REVS NON ST SUPPORTED DEBT RFDG NY UNIV SER A | Purchase Owner: Self | $15,001 - $50,000 | 11/21/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped METROPOLITAN TRANSN AUTH NY SER B REV B/E | Sale Owner: Self | $1,001 - $15,000 | 11/15/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped METROPOLITAN TRANSN AUTH NY REV UNREFUNDED BAL SER B B/E | Sale Owner: Self | $15,001 - $50,000 | 11/15/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped METROPOLITAN TRANSN AUTH NY REV TRANSN SER A B/E AGM | Sale Owner: Self | $1,001 - $15,000 | 11/15/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Unmapped METROPOLITAN TRANSN AUTH NY REV PREREF TRANSN SER B B/E | Sale Owner: Self | $1,001 - $15,000 | 11/15/2017 | 01/03/2018 | n/a | n/a | 20008662 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.