David P. Joyce
RHouse · OH-14
STOCK Act filings · simulated, not advice.
annual holdings (14)
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 · 06/22/2017 → 11/03/2026.
Simulated portfolio
+182.4%
SPY
+258.3%
vs SPY
-75.9%
Simulated portfolioSPYBuySell
Trades
170
Last traded
01/10/2025
Disclosed (est.)
$5.8M
File lag
372 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
Unmapped MAI Managed | Sale (partial) Owner: Self | $50,001 - $100,000 | 01/10/2025 | 02/07/2025 | n/a | n/a | 20026736 |
Unmapped MAI Managed Income Fund | Sale (partial) Owner: Self | $50,001 - $100,000 | 11/19/2024 | 12/18/2024 | n/a | n/a | 20026440 |
XBI SPDR Series Trust SPDR S&P Biotech ETF (XBI) | Sale Owner: Self | $15,001 - $50,000 | 06/30/2023 | 08/06/2024 | -87.4% vs SPY -10.4% | -68.6% vs SPY -19.4% | 20021523 |
GBDC Golub Capital BDC, Inc. - Closed End Fund (GBDC) | Sale (partial) Owner: Self | $1,001 - $15,000 | 06/30/2023 | 08/06/2024 | -36.0% vs SPY +41.0% | -13.4% vs SPY +35.8% | 20021523 |
BLK BlackRock, Inc. (BLK) | Sale Owner: Self | $15,001 - $50,000 | 06/30/2023 | 08/06/2024 | -80.9% vs SPY -3.9% | -45.0% vs SPY +4.3% | 20021523 |
TRP TC Energy Corporation (TRP) | Sale Owner: Self | $1,001 - $15,000 | 06/23/2023 | 08/06/2024 | -90.2% vs SPY -9.0% | -59.7% vs SPY -10.4% | 20021523 |
C Citigroup, Inc. (C) | Sale Owner: Self | $1,001 - $15,000 | 06/22/2023 | 08/06/2024 | -193.4% vs SPY -113.6% | -131.4% vs SPY -82.2% | 20021523 |
IWF iShares Russell 1000 Growth ETF (IWF) | Sale (partial) Owner: Self | $15,001 - $50,000 | 06/19/2023 | 08/06/2024 | -75.5% vs SPY +4.0% | -42.5% vs SPY +6.7% | 20021523 |
IWF iShares Russell 1000 Growth ETF (IWF) | Sale (partial) Owner: Self | $15,001 - $50,000 | 06/19/2023 | 08/06/2024 | -75.5% vs SPY +4.0% | -42.5% vs SPY +6.7% | 20021523 |
GBDC Golub Capital BDC, Inc. - Closed End Fund (GBDC) | Sale (partial) Owner: Self | $15,001 - $50,000 | 06/19/2023 | 08/06/2024 | -36.9% vs SPY +42.7% | -13.4% vs SPY +35.8% | 20021523 |
BA Boeing Company (BA) | Sale Owner: Self | $15,001 - $50,000 | 06/19/2023 | 08/06/2024 | +18.4% vs SPY +97.9% | -6.2% vs SPY +43.1% | 20021523 |
GBDC Golub Capital BDC, Inc. (GBDC) | Sale Owner: Self | $15,001 - $50,000 | 07/14/2022 | 08/06/2024 | -49.8% vs SPY +61.3% | -13.4% vs SPY +35.8% | 20021523 |
VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Purchase Owner: Self | $15,001 - $50,000 | 07/14/2022 | 08/06/2024 | +18.9% vs SPY -92.2% | +8.5% vs SPY -40.7% | 20021523 |
GBDC Golub Capital BDC, Inc. (GBDC) | Sale Owner: Self | $15,001 - $50,000 | 07/12/2022 | 08/06/2024 | -49.5% vs SPY +60.0% | -13.4% vs SPY +35.8% | 20021523 |
PPA Invesco Aerospace & Defense ETF (PPA) | Purchase Owner: Self | $1,001 - $15,000 | 05/19/2022 | 06/09/2022 | +141.3% vs SPY +35.6% | +136.5% vs SPY +31.0% | 20021183 |
PAVE Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | Sale Owner: Self | $1,001 - $15,000 | 05/19/2022 | 06/09/2022 | -129.6% vs SPY -23.9% | -129.7% vs SPY -24.2% | 20021183 |
VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Sale Owner: Self | $1,001 - $15,000 | 05/17/2022 | 06/09/2022 | -18.4% vs SPY +77.8% | -19.1% vs SPY +86.4% | 20021184 |
MDY SPDR MidCap Trust Series I (MDY) | Purchase Owner: Self | $1,001 - $15,000 | 09/14/2021 | 09/30/2021 | +47.7% vs SPY -34.5% | +47.1% vs SPY -38.6% | 20019546 |
AMJ JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | Sale Owner: Self | $1,001 - $15,000 | 09/14/2021 | 09/30/2021 | n/a | n/a | 20019546 |
PAVE global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Purchase Owner: Self | $1,001 - $15,000 | 12/11/2020 | 07/27/2021 | +172.6% vs SPY +49.3% | +118.5% vs SPY +34.1% | 20018692 |
PAVE global X Funds global X U.S. Infrastructure Development ETF (PAVE) | Purchase Owner: Self | $1,001 - $15,000 | 12/09/2020 | 07/27/2021 | +170.5% vs SPY +47.6% | +118.5% vs SPY +34.1% | 20018692 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $1,001 - $15,000 | 12/09/2020 | 07/27/2021 | -58.6% vs SPY +64.3% | -35.2% vs SPY +49.2% | 20018692 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $1,001 - $15,000 | 12/02/2020 | 07/27/2021 | -64.3% vs SPY +58.7% | -35.2% vs SPY +49.2% | 20018692 |
Unmapped FIDELITY LIMITED TERM MUNI INCOME FUND | Sale Owner: Self | $15,001 - $50,000 | 07/02/2020 | 07/27/2021 | n/a | n/a | 20018692 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $15,001 - $50,000 | 06/26/2020 | 07/27/2021 | -120.7% vs SPY +53.0% | -35.2% vs SPY +49.2% | 20018692 |
IVV iShares Core S&P 500 ETF (IVV) | Sale Owner: Self | $15,001 - $50,000 | 06/26/2020 | 07/27/2021 | -175.0% vs SPY -1.3% | -85.1% vs SPY -0.7% | 20018692 |
IEFA iShares Core MSCI EAFE ETF (IEFA) | Sale Owner: Self | $15,001 - $50,000 | 06/26/2020 | 07/27/2021 | -103.8% vs SPY +69.9% | -50.0% vs SPY +34.4% | 20018692 |
KBE SPDR S&P bank ETF (KbE) | Purchase Owner: Self | $1,001 - $15,000 | 06/08/2020 | 07/27/2021 | +110.4% vs SPY -44.8% | +54.8% vs SPY -29.6% | 20018692 |
SPY SPDR S&P 500 (SPY) | Purchase Owner: Self | $1,001 - $15,000 | 06/08/2020 | 07/27/2021 | +155.2% vs SPY 0.0% | +84.4% vs SPY 0.0% | 20018692 |
VONE Vanguard Russell 1000 ETF (VONE) | Purchase Owner: Self | $50,001 - $100,000 | 03/26/2020 | 07/27/2021 | +213.3% vs SPY -2.4% | +78.7% vs SPY -5.7% | 20018692 |
SPY SPDR S&P 500 (SPY) | Purchase Owner: Self | $1,001 - $15,000 | 03/11/2020 | 07/27/2021 | +202.4% vs SPY 0.0% | +84.4% vs SPY 0.0% | 20018692 |
GBDC golub Capital bDC, Inc. (gbDC) | Purchase Owner: Self | $1,001 - $15,000 | 02/25/2020 | 07/27/2021 | +43.8% vs SPY -121.6% | +36.7% vs SPY -47.7% | 20018692 |
Unmapped FIDELITY LIMITED TERM MUNI INCOME FUND | Sale Owner: Self | $1,001 - $15,000 | 01/15/2020 | 07/27/2021 | n/a | n/a | 20018692 |
FIKMX Fidelity Advisor Real Eastate Income Z FIKMX | Sale Owner: Self | $15,001 - $50,000 | 01/15/2020 | 07/27/2021 | -30.2% vs SPY +122.5% | -15.9% vs SPY +68.5% | 20018692 |
FIKMX Fidelity Advisor Real Estate Income Z (fikmx) | Purchase Owner: Self | $1,001 - $15,000 | 12/31/2019 | 07/30/2020 | +31.5% vs SPY -126.3% | +46.9% vs SPY -104.6% | 20014973 |
IVE iShares S&P 500 Value ETF (IVE) | Purchase Owner: Self | $1,001 - $15,000 | 12/31/2019 | 07/30/2020 | +109.8% vs SPY -47.9% | +139.6% vs SPY -11.9% | 20014973 |
IWN iShares Russell 2000 Value ETF (IWN) | Purchase Owner: Self | $1,001 - $15,000 | 12/31/2019 | 07/30/2020 | +89.6% vs SPY -68.2% | +142.5% vs SPY -9.0% | 20014973 |
FIKMX Fidelity Advisor Real Estate income Z (fikmx) | Purchase Owner: Self | $15,001 - $50,000 | 09/30/2019 | 07/30/2020 | +33.5% vs SPY -147.4% | +46.9% vs SPY -104.6% | 20014973 |
FIKMX Fidelity Advisor Real Estate Income Z (fikmx) | Purchase Owner: Self | $15,001 - $50,000 | 09/30/2019 | 07/30/2020 | +33.5% vs SPY -147.4% | +46.9% vs SPY -104.6% | 20014973 |
MDY SPDR MidCap Trust Series I (MDY) | Purchase Owner: Self | $1,001 - $15,000 | 09/20/2019 | 07/30/2020 | +108.0% vs SPY -71.5% | +114.0% vs SPY -37.5% | 20014973 |
IJR iShares Core S&P Small-Cap ETF (IJR) | Purchase Owner: Self | $1,001 - $15,000 | 07/24/2019 | 07/30/2020 | +99.1% vs SPY -78.7% | +117.8% vs SPY -33.7% | 20014973 |
IJH iShares Core S&P Mid-Cap ETF (IJH) | Purchase Owner: Self | $1,001 - $15,000 | 07/24/2019 | 07/30/2020 | +108.0% vs SPY -69.8% | +117.7% vs SPY -33.8% | 20014973 |
IVV iShares Core S&P 500 ETF (IVV) | Purchase Owner: Self | $15,001 - $50,000 | 07/24/2019 | 07/30/2020 | +179.1% vs SPY +1.3% | +152.6% vs SPY +1.1% | 20014973 |
AMJ JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | Sale Owner: Self | $1,001 - $15,000 | 07/08/2019 | 07/30/2020 | n/a | n/a | 20014973 |
VEA Vanguard FTSE Developed Markets ETF (VEA) | Purchase Owner: Self | $1,001 - $15,000 | 06/21/2019 | 07/30/2020 | +106.4% vs SPY -78.5% | +109.6% vs SPY -41.9% | 20014973 |
SPY SPDR S&P 500 (SPY) | Purchase Owner: Self | $1,001 - $15,000 | 06/21/2019 | 07/30/2020 | +184.9% vs SPY 0.0% | +151.5% vs SPY 0.0% | 20014973 |
FFRHX Fidelity FL High Income (ffrhx) | Sale Owner: Self | $15,001 - $50,000 | 05/30/2019 | 07/30/2020 | -45.7% vs SPY +155.9% | -46.9% vs SPY +104.6% | 20014973 |
GBDC golub Capital bDC, Inc. (gbDC) | Purchase Owner: Self | $15,001 - $50,000 | 05/30/2019 | 07/30/2020 | +51.3% vs SPY -150.3% | +100.4% vs SPY -51.1% | 20014973 |
Unmapped buckeye OH Cent Loc Sch Dist. | Purchase Owner: Self | $50,001 - $100,000 | 04/03/2019 | 07/30/2020 | n/a | n/a | 20014973 |
Unmapped bessemer AL gO bd. | Purchase Owner: Self | $50,001 - $100,000 | 04/02/2019 | 07/30/2020 | n/a | n/a | 20014973 |
Unmapped Delaware OH Cry Sch Dist. | Purchase Owner: Self | $50,001 - $100,000 | 03/28/2019 | 07/30/2020 | n/a | n/a | 20014973 |
DIST brookville OH Loc Sch Dist | Purchase Owner: Self | $50,001 - $100,000 | 03/27/2019 | 07/30/2020 | n/a | n/a | 20014973 |
Unmapped East Muskingum OH Loc Sch Dist. | Purchase Owner: Self | $50,001 - $100,000 | 03/25/2019 | 07/30/2020 | n/a | n/a | 20014973 |
FFHRX Fidelity FL Rt High Income (ffhrx) | Sale Owner: Self | $100,001 - $250,000 | 03/22/2019 | 07/30/2020 | +4.8% vs SPY +14.6% | +4.8% vs SPY +14.6% | 20014973 |
VCSH Vanguard Short-Term Corporate bond ETF (VCSH) | Purchase Owner: Self | $15,001 - $50,000 | 03/22/2019 | 07/30/2020 | +22.5% vs SPY -178.9% | +13.1% vs SPY -138.4% | 20014973 |
FSTFX Fidelity Limited Term Municipal Inc. (fstfx) | Purchase Owner: Self | $15,001 - $50,000 | 03/22/2019 | 07/30/2020 | +14.3% vs SPY -187.1% | +8.5% vs SPY -143.0% | 20014973 |
IJR iShares Core S&P Small-Cap ETF (IJR) | Purchase Owner: Self | $15,001 - $50,000 | 03/04/2019 | 07/30/2020 | +99.3% vs SPY -103.2% | +117.8% vs SPY -33.7% | 20014973 |
IJH iShares Core S&P Mid-Cap ETF (IJH) | Purchase Owner: Self | $15,001 - $50,000 | 03/04/2019 | 07/30/2020 | +116.8% vs SPY -85.7% | +117.7% vs SPY -33.8% | 20014973 |
IVV iShares Core S&P 500 ETF (IVV) | Purchase Owner: Self | $1,001 - $15,000 | 03/04/2019 | 07/30/2020 | +204.0% vs SPY +1.5% | +152.6% vs SPY +1.1% | 20014973 |
IEFA iShares Core MSCI EAFE ETF (IEFA) | Purchase Owner: Self | $15,001 - $50,000 | 03/04/2019 | 07/30/2020 | +100.8% vs SPY -101.7% | +98.5% vs SPY -53.0% | 20014973 |
VGT Vanguard Information Tech ETF (VgT) | Purchase Owner: Self | $1,001 - $15,000 | 01/10/2019 | 07/30/2020 | +469.9% vs SPY +243.4% | +225.7% vs SPY +74.2% | 20014973 |
QQQ Invesco QQQ Trust, Series 1 (QQQ) | Sale Owner: Self | $1,001 - $15,000 | 01/10/2019 | 07/30/2020 | -345.5% vs SPY -118.9% | -167.1% vs SPY -15.6% | 20014973 |
QQQ Invesco QQQ Trust, Series 1 (QQQ) | Sale Owner: Self | $1,001 - $15,000 | 01/10/2019 | 07/30/2020 | -345.5% vs SPY -118.9% | -167.1% vs SPY -15.6% | 20014973 |
GBDC golub Capital bDC, Inc. (gbDC) | Purchase Owner: Self | $15,001 - $50,000 | 12/21/2018 | 05/08/2019 | +66.3% vs SPY -184.9% | +49.2% vs SPY -144.4% | 20008517 |
IWM iShares Russell 2000 ETF (IWM) | Sale Owner: Self | $100,001 - $250,000 | 12/21/2018 | 05/08/2019 | -139.9% vs SPY +111.3% | -96.6% vs SPY +97.0% | 20008517 |
Unmapped Aston/Fairpointe Mid Cap 1 fund | Sale Owner: Self | $100,001 - $250,000 | 12/21/2018 | 05/08/2019 | n/a | n/a | 20008517 |
VWNAX Vanguard/Windsor II Admiral (vwnax) | Purchase Owner: Self | $1,001 - $15,000 | 12/18/2018 | 05/08/2019 | +206.9% vs SPY -26.5% | +172.9% vs SPY -20.7% | 20008517 |
MAIPX MAI Managed Volatility Fund (maipx) | Purchase Owner: Self | $1,001 - $15,000 | 12/14/2018 | 05/08/2019 | +85.4% vs SPY -141.1% | +75.7% vs SPY -117.9% | 20008517 |
FSTFX Fidelity Limited Term Municipal Inc (fstfx) | Purchase Owner: Self | $100,001 - $250,000 | 12/11/2018 | 05/08/2019 | +16.3% vs SPY -205.7% | +13.6% vs SPY -180.0% | 20008517 |
FSTFX Fidelity Limited Term Municipal (fstfx) | Purchase Owner: Self | $100,001 - $250,000 | 12/11/2018 | 05/08/2019 | +16.3% vs SPY -205.7% | +13.6% vs SPY -180.0% | 20008517 |
VCSH Vanguard Short-Term Corporate bond ETF (VCSH) | Purchase Owner: Self | $15,001 - $50,000 | 12/11/2018 | 05/08/2019 | +26.6% vs SPY -195.3% | +22.0% vs SPY -171.6% | 20008517 |
VCSH Vanguard Short-Term Corporate bond ETF (VCSH) | Purchase Owner: Self | $100,001 - $250,000 | 12/11/2018 | 05/08/2019 | +26.6% vs SPY -195.3% | +22.0% vs SPY -171.6% | 20008517 |
Unmapped Templeton global bond | Sale Owner: Self | $50,001 - $100,000 | 12/11/2018 | 05/08/2019 | n/a | n/a | 20008517 |
Unmapped Fidelity High Income Fund | Sale Owner: Self | $50,001 - $100,000 | 12/11/2018 | 05/08/2019 | n/a | n/a | 20008517 |
JNK SPDR bloomberg barclays High Yield bond ETF (JNK) | Sale Owner: Self | $50,001 - $100,000 | 12/11/2018 | 05/08/2019 | -40.8% vs SPY +181.1% | -32.4% vs SPY +161.2% | 20008517 |
MAIPX MAI Managed Volatility Fund (maipx) | Purchase Owner: Self | $100,001 - $250,000 | 12/11/2018 | 05/08/2019 | +83.5% vs SPY -138.4% | +75.7% vs SPY -117.9% | 20008517 |
MAIPX MAI Managed Volatility Fund (maipx) | Purchase Owner: Self | $50,001 - $100,000 | 12/11/2018 | 05/08/2019 | +83.5% vs SPY -138.4% | +75.7% vs SPY -117.9% | 20008517 |
IWO iShares Russell 2000 growth ETF (IWo) | Sale Owner: Self | $15,001 - $50,000 | 12/11/2018 | 05/08/2019 | -106.8% vs SPY +115.2% | -84.8% vs SPY +108.8% | 20008517 |
QQQ Invesco QQQ Trust, Series 1 (QQQ) | Sale Owner: Self | $50,001 - $100,000 | 12/11/2018 | 05/08/2019 | -340.4% vs SPY -118.5% | -288.1% vs SPY -94.5% | 20008517 |
PCY Invesco Emerging Markets Sovereign Debt ETF (PCY) | Sale Owner: Self | $15,001 - $50,000 | 12/11/2018 | 05/08/2019 | -22.0% vs SPY +199.9% | -12.5% vs SPY +181.1% | 20008517 |
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.