David P. Joyce Republican · OH-14
House of Representatives · in office · serving since 2013 · born March 17, 1957
Wikipedia · Ballotpedia · Official site · GovTrack · OpenSecrets · FEC filings · Bioguide
Transactions
125
across 9 filings
Securities traded
51
0 active in 6 months
Disclosed range total
$2,325,125
sum of filed minimums
Huddle pairings
0
none recorded
In plain language
Of 125 disclosed trades, 0 were flagged by the site's published rules.
None of these trades met the flagging rules. That is the ordinary result — most trades, by most members, are unremarkable.
Across the whole database, congressional trading beats the market by close to nothing on average, and only slightly more trades look unusual than chance alone would produce. Most members, most of the time, are unremarkable. That is the backdrop for anything you read here. A flag is a prompt to look at the record, never a finding about a person.
Seat & district history
| Seat | Congresses | Served | Change |
|---|---|---|---|
| OH-14 | 113th–119th | 2013–2027 | first seat |
District numbers change when a state is redistricted, so a renumbering here is not necessarily a move — the boundaries were redrawn around the member. Term records come from the public congress-legislators dataset.
Committees
Current (119th Congress)
| Committee | Position | Rank | Side | Jurisdiction |
|---|---|---|---|---|
| House Committee on Appropriations | Member | 10 | majority | record |
| House Committee on Homeland Security | Member | 18 | majority | record |
Earlier Congresses
| Congress | Committee | Position | Observed |
|---|---|---|---|
| 118th | House Committee on Appropriations | Member | 2023-02 → 2024-11 |
| 118th | House Committee on Ethics | Member | 2023-02 → 2024-11 |
| 117th | House Committee on Appropriations | Member | 2021-03 → 2022-11 |
| 117th | House Committee on Ethics | Member | 2021-03 → 2022-11 |
| 116th | House Committee on Appropriations | Member | 2019-01 → 2020-12 |
| 115th | House Committee on Appropriations | Member | 2017-01 → 2018-12 |
| 114th | House Committee on Appropriations | Member | 2015-02 → 2016-12 |
| 113th | House Committee on Appropriations | Member | 2013-03 → 2014-11 |
The published roster covers only the sitting Congress, so earlier assignments are reconstructed from the dated version history of that same public dataset, sampled monthly back to 2012. Observed is the span across which we actually saw the seat held — it is evidence of tenure, not a precise start and end date, and a seat that changed hands between two monthly samples may be dated up to a month out. Committees with no history recorded are absent because no snapshot showed them, which is not evidence the member held no seat.
Currently trading — last 6 months
No transactions disclosed in the last 6 months.
Previously traded
Securities with disclosed transactions before this window and none since. A security leaving this list means no reported trading — not that a position was closed. Holdings themselves are not disclosed in these filings.
| Ticker | Security | Sector | Trades | Buys / Sells | Total value | Active |
|---|---|---|---|---|---|---|
| XBI | S&P Biotech SPDR Option Type: Call Stri… | — | 2 | 1 / 1 | $40,501 | 2017-02 → 2023-06 |
| GBDC | Golub Capital BDC, Inc. (GBDC) | — | 7 | 3 / 4 | $178,504 | 2018-12 → 2023-06 |
| BLK | Blackrock Inc | Capital Markets | 2 | 1 / 1 | $65,001 | 2018-03 → 2023-06 |
| TRP | TC Energy Corporation Common Stock (TRP) | Utilities | 1 | 0 / 1 | $8,001 | 2023-06 → 2023-06 |
| C | Citigroup Inc | Banking | 1 | 0 / 1 | $8,001 | 2023-06 → 2023-06 |
| IWF | iShares Russell 1000 Growth ETF | — | 2 | 0 / 2 | $65,001 | 2023-06 → 2023-06 |
| BA | Boeing Company (BA) | Defense & Aerospace | 1 | 0 / 1 | $32,501 | 2023-06 → 2023-06 |
| VCSH | Vanguard Short-Term Corporate Bond ETF … | — | 5 | 4 / 1 | $280,503 | 2018-12 → 2022-07 |
| PPA | Invesco Aerospace & Defense ETF (PPA) | — | 1 | 1 / 0 | $8,001 | 2022-05 → 2022-05 |
| PAVE | Global X Funds Global X U.S. Infrastruc… | — | 3 | 2 / 1 | $24,002 | 2020-12 → 2022-05 |
| AMJ | JPMorgan Chase Capital XVI JP Morgan Al… | — | 3 | 1 / 2 | $24,002 | 2018-03 → 2021-09 |
| MDY | S&P Midcap 400 SPDR | — | 4 | 2 / 2 | $56,502 | 2017-07 → 2021-09 |
| IWM | iShares Russell 2000 ETF | — | 5 | 1 / 4 | $298,503 | 2018-03 → 2020-12 |
| IEFA | iShares Core MSCI EAFE ETF | — | 2 | 1 / 1 | $65,001 | 2019-03 → 2020-06 |
| IVV | iShares Core S&P 500 ETF | — | 3 | 2 / 1 | $73,002 | 2019-03 → 2020-06 |
| SPY | SPDR S&P 500 | — | 5 | 5 / 0 | $64,503 | 2017-07 → 2020-06 |
| KBE | SPDR S&P Bank ETF | — | 3 | 3 / 0 | $24,002 | 2017-03 → 2020-06 |
| FIKMX | Fidelity Advisor Real Estate Income Z (… | — | 3 | 3 / 0 | $73,002 | 2019-09 → 2019-12 |
| IWN | iShares Russell 2000 Value ETF | — | 1 | 1 / 0 | $8,001 | 2019-12 → 2019-12 |
| IVE | iShares S&P 500 Value ETF (IVE) | — | 1 | 1 / 0 | $8,001 | 2019-12 → 2019-12 |
| IJH | iShares Core S&P Mid-Cap ETF (IJH) | — | 2 | 2 / 0 | $40,501 | 2019-03 → 2019-07 |
| IJR | S&P Smallcap Ishares Core ETF | — | 2 | 2 / 0 | $40,501 | 2019-03 → 2019-07 |
| VEA | Vanguard FTSE Developed Markets ETF | — | 3 | 3 / 0 | $48,502 | 2017-05 → 2019-06 |
| FFRHX | FIDELITY FLOATING HIGH RATE INCOME (FFR… | — | 1 | 0 / 1 | $32,501 | 2019-05 → 2019-05 |
| FFHRX | Fidelity FL Rt High Income (ffhrx) | — | 1 | 0 / 1 | $175,001 | 2019-03 → 2019-03 |
| FSTFX | Fidelity Limited Term Municipal Inc. (f… | — | 2 | 2 / 0 | $207,501 | 2018-12 → 2019-03 |
| QQQ | Invesco QQQ Trust, Series 1 | — | 6 | 3 / 3 | $206,503 | 2018-03 → 2019-01 |
| VGT | Vanguard Information Tech ETF (VgT) | — | 1 | 1 / 0 | $8,001 | 2019-01 → 2019-01 |
| VWNAX | Vanguard/Windsor II Admiral (vwnax) | — | 2 | 2 / 0 | $16,001 | 2018-06 → 2018-12 |
| MAIPX | MAI MANAgED VoLATILITY (maipx) | — | 3 | 2 / 1 | $158,002 | 2018-03 → 2018-12 |
| PKB | Invesco Dynamic building & Construction… | — | 2 | 1 / 1 | $40,501 | 2018-03 → 2018-12 |
| JNK | SPDR Bloomberg Barclays High Yield Bond… | — | 2 | 0 / 2 | $107,501 | 2018-06 → 2018-12 |
| HAINX | Harbor International (hainx) | — | 1 | 1 / 0 | $32,501 | 2018-12 → 2018-12 |
| PCY | Invesco Emerging Markets Sovereign Debt… | — | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| IWO | iShares Russell 2000 growth ETF (IWo) | — | 1 | 0 / 1 | $32,501 | 2018-12 → 2018-12 |
| ODVYX | oppenheimer Developing Markets (odvyx) | — | 1 | 1 / 0 | $32,501 | 2018-03 → 2018-03 |
| UNH | UnitedHealth Group Incorporated Common … | Insurance | 1 | 1 / 0 | $8,001 | 2018-03 → 2018-03 |
| EFA | iShares MSCI EAFE ETF | — | 3 | 1 / 2 | $48,502 | 2017-01 → 2018-03 |
| MRK | Merck & Company, Inc. Common Stock (MRK) | Pharmaceuticals & Biotech | 1 | 0 / 1 | $8,001 | 2018-03 → 2018-03 |
| DISCA | Discovery, Inc. - Series A (DISCA) | — | 1 | 0 / 1 | $8,001 | 2018-03 → 2018-03 |
| NKE | Nike Inc | Materials | 2 | 2 / 0 | $16,001 | 2017-07 → 2018-03 |
| UPS | United Parcel Service, Inc. Common Stoc… | Transportation | 1 | 1 / 0 | $8,001 | 2017-07 → 2017-07 |
| OXY | Occidental Petroleum Corporation Common… | Oil & Gas | 1 | 0 / 1 | $8,001 | 2017-07 → 2017-07 |
| MET | Metlife Inc | Insurance | 1 | 0 / 1 | $32,501 | 2017-07 → 2017-07 |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Utilities | 1 | 1 / 0 | $8,001 | 2017-07 → 2017-07 |
| GE | General Electric Company | Electronics | 1 | 0 / 1 | $32,501 | 2017-07 → 2017-07 |
| DVMT | Dell Technologies Inc. Class V (DVMT) | — | 1 | 0 / 1 | $8,001 | 2017-07 → 2017-07 |
| AMZN | Amazon.com, Inc. - Common Stock (AMZN) | Retail & Consumer | 1 | 1 / 0 | $8,001 | 2017-07 → 2017-07 |
| MLPI | UbS Ag ETN (MLPI) | — | 1 | 1 / 0 | $8,001 | 2017-03 → 2017-03 |
| IBB | iShares Nasdaq biotechnology Index Fund… | — | 1 | 0 / 1 | $8,001 | 2017-02 → 2017-02 |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF (… | — | 1 | 1 / 0 | $8,001 | 2017-01 → 2017-01 |
The Spread by year
| Year | Spread | Trades priced | Disclosed value |
|---|---|---|---|
| 2023 | +7.6% | 4 | $81,002 |
| 2020 | -2.9% | 6 | $97,003 |
| 2019 | -4.5% | 9 | $121,005 |
| 2018 | -1.4% | 13 | $545,507 |
| 2017 | +4.8% | 11 | $186,006 |
Transaction timing versus the market over 90 trading days — not portfolio return, which these filings cannot support. See Methodology and the Scoreboard for the population baseline.
All transactions
| Date | Ticker | Asset | Action | Amount (as filed) | Owner | Filing |
|---|---|---|---|---|---|---|
| 2025-01-10 | — | MAI Managed | sell | $50,001 – $100,000 | self | record |
| 2024-11-19 | — | MAI Managed Income Fund | sell | $50,001 – $100,000 | self | record |
| 2023-06-30 | XBI | DR Series Trust SPDR S&P Biotech ETF (XBI) | sell | $15,001 – $50,000 | spouse | record |
| 2023-06-30 | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) | sell | $1,001 – $15,000 | self | record |
| 2023-06-30 | BLK | BlackRock, Inc. (BLK) | sell | $15,001 – $50,000 | self | record |
| 2023-06-23 | TRP | TC Energy Corporation (TRP) | sell | $1,001 – $15,000 | self | record |
| 2023-06-22 | C | Citigroup, Inc. (C) | sell | $1,001 – $15,000 | self | record |
| 2023-06-19 | IWF | iShares Russell 1000 Growth ETF (IWF) | sell | $15,001 – $50,000 | self | record |
| 2023-06-19 | IWF | iShares Russell 1000 Growth ETF (IWF) | sell | $15,001 – $50,000 | self | record |
| 2023-06-19 | GBDC | Golub Capital BDC, Inc. - Closed End Fund (GBDC) | sell | $15,001 – $50,000 | self | record |
| 2023-06-19 | BA | Boeing Company (BA) | sell | $15,001 – $50,000 | self | record |
| 2022-07-14 | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) | buy | $15,001 – $50,000 | self | record |
| 2022-07-14 | GBDC | Golub Capital BDC, Inc. (GBDC) | sell | $15,001 – $50,000 | self | record |
| 2022-07-12 | GBDC | Golub Capital BDC, Inc. (GBDC) | sell | $15,001 – $50,000 | self | record |
| 2022-05-19 | PPA | Invesco Aerospace & Defense ETF (PPA) | buy | $1,001 – $15,000 | self | record |
| 2022-05-19 | PAVE | Global X Funds Global X U.S. Infrastructure Development ETF (PAVE) | sell | $1,001 – $15,000 | self | record |
| 2022-05-17 | VCSH | Vanguard Short-Term Corporate Bond ETF (VCSH) | sell | $1,001 – $15,000 | self | record |
| 2021-09-14 | MDY | DR MidCap Trust Series I (MDY) | buy | $1,001 – $15,000 | spouse | record |
| 2021-09-14 | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | sell | $1,001 – $15,000 | self | record |
| 2020-12-11 | PAVE | global X Funds global X U.S. Infrastructure Development ETF (PAVE) | buy | $1,001 – $15,000 | self | record |
| 2020-12-09 | IWM | iShares Russell 2000 ETF (IWM) | sell | $1,001 – $15,000 | self | record |
| 2020-12-09 | PAVE | global X Funds global X U.S. Infrastructure Development ETF (PAVE) | buy | $1,001 – $15,000 | self | record |
| 2020-12-02 | IWM | iShares Russell 2000 ETF (IWM) | sell | $1,001 – $15,000 | self | record |
| 2020-07-02 | — | FIDELITY LIMITED TERM MUNI INCOME FUND | sell | $15,001 – $50,000 | self | record |
| 2020-06-26 | IWM | iShares Russell 2000 ETF (IWM) | sell | $15,001 – $50,000 | self | record |
| 2020-06-26 | IVV | iShares Core S&P 500 ETF (IVV) | sell | $15,001 – $50,000 | self | record |
| 2020-06-26 | IEFA | iShares Core MSCI EAFE ETF (IEFA) | sell | $15,001 – $50,000 | self | record |
| 2020-06-08 | KBE | DR S&P bank ETF (KbE) | buy | $1,001 – $15,000 | spouse | record |
| 2020-06-08 | SPY | DR S&P 500 (SPY) | buy | $1,001 – $15,000 | spouse | record |
| 2020-03-26 | — | Vanguard Russell 1000 ETF | buy | $50,001+ | self | record |
| 2020-03-11 | SPY | DR S&P 500 (SPY) | buy | $1,001 – $15,000 | spouse | record |
| 2020-02-25 | GBDC | golub Capital bDC, Inc. (gbDC) | buy | $1,001 – $15,000 | self | record |
| 2020-01-15 | — | FIDELITY LIMITED TERM MUNI INCOME FUND | sell | $1,001 – $15,000 | self | record |
| 2020-01-15 | — | Fidelity Advisor Real Eastate Income Z FIKMX | sell | $15,001 – $50,000 | self | record |
| 2019-12-31 | IVE | iShares S&P 500 Value ETF (IVE) | buy | $1,001 – $15,000 | self | record |
| 2019-12-31 | IWN | iShares Russell 2000 Value ETF (IWN) | buy | $1,001 – $15,000 | self | record |
| 2019-12-31 | FIKMX | Fidelity Advisor Real Estate Income Z (fikmx) | buy | $1,001 – $15,000 | self | record |
| 2019-09-30 | FIKMX | Fidelity Advisor Real Estate income Z (fikmx) | buy | $15,001 – $50,000 | self | record |
| 2019-09-30 | FIKMX | Fidelity Advisor Real Estate Income Z (fikmx) | buy | $15,001 – $50,000 | self | record |
| 2019-09-20 | MDY | DR MidCap Trust Series I (MDY) | buy | $1,001 – $15,000 | spouse | record |
| 2019-07-24 | IJR | iShares Core S&P Small-Cap ETF (IJR) | buy | $1,001 – $15,000 | self | record |
| 2019-07-24 | IJH | iShares Core S&P Mid-Cap ETF (IJH) | buy | $1,001 – $15,000 | self | record |
| 2019-07-24 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $15,001 – $50,000 | self | record |
| 2019-07-08 | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | sell | $1,001 – $15,000 | self | record |
| 2019-06-21 | VEA | Vanguard FTSE Developed Markets ETF (VEA) | buy | $1,001 – $15,000 | self | record |
| 2019-06-21 | SPY | DR S&P 500 (SPY) | buy | $1,001 – $15,000 | spouse | record |
| 2019-05-30 | GBDC | golub Capital bDC, Inc. (gbDC) | buy | $15,001 – $50,000 | self | record |
| 2019-05-30 | FFRHX | Fidelity FL High Income (ffrhx) | sell | $15,001 – $50,000 | self | record |
| 2019-04-03 | — | brookville OH Loc Sch Dist | buy | $50,001 – $100,000 | self | record |
| 2019-04-02 | — | bessemer AL gO bd. | buy | $50,001 – $100,000 | self | record |
| 2019-03-25 | — | buckeye OH Cent Loc Sch Dist. | buy | $50,001 – $100,000 | self | record |
| 2019-03-22 | VCSH | Vanguard Short-Term Corporate bond ETF (VCSH) | buy | $15,001 – $50,000 | self | record |
| 2019-03-22 | FSTFX | Fidelity Limited Term Municipal Inc. (fstfx) | buy | $15,001 – $50,000 | self | record |
| 2019-03-22 | FFHRX | Fidelity FL Rt High Income (ffhrx) | sell | $100,001 – $250,000 | self | record |
| 2019-03-04 | IJR | iShares Core S&P Small-Cap ETF (IJR) | buy | $15,001 – $50,000 | self | record |
| 2019-03-04 | IJH | iShares Core S&P Mid-Cap ETF (IJH) | buy | $15,001 – $50,000 | self | record |
| 2019-03-04 | IVV | iShares Core S&P 500 ETF (IVV) | buy | $1,001 – $15,000 | self | record |
| 2019-03-04 | IEFA | iShares Core MSCI EAFE ETF (IEFA) | buy | $15,001 – $50,000 | self | record |
| 2019-01-10 | VGT | Vanguard Information Tech ETF (VgT) | buy | $1,001 – $15,000 | self | record |
| 2019-01-10 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | sell | $1,001 – $15,000 | self | record |
| 2019-01-10 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | sell | $1,001 – $15,000 | self | record |
| 2018-12-21 | IWM | iShares Russell 2000 ETF (IWM) | sell | $100,001 – $250,000 | self | record |
| 2018-12-21 | GBDC | golub Capital bDC, Inc. (gbDC) | buy | $15,001 – $50,000 | self | record |
| 2018-12-21 | — | Aston/Fairpointe Mid Cap 1 fund | sell | $100,001 – $250,000 | self | record |
| 2018-12-18 | VWNAX | Vanguard/Windsor II Admiral (vwnax) | buy | $1,001 – $15,000 | self | record |
| 2018-12-14 | MAIPX | MAI Managed Volatility Fund (maipx) | buy | $1,001 – $15,000 | self | record |
| 2018-12-11 | VCSH | Vanguard Short-Term Corporate bond ETF (VCSH) | buy | $15,001 – $50,000 | self | record |
| 2018-12-11 | VCSH | Vanguard Short-Term Corporate bond ETF (VCSH) | buy | $100,001 – $250,000 | self | record |
| 2018-12-11 | — | Templeton global bond | sell | $50,001 – $100,000 | self | record |
| 2018-12-11 | JNK | DR bloomberg barclays High Yield bond ETF (JNK) | sell | $50,001 – $100,000 | spouse | record |
| 2018-12-11 | — | MAI Managed Volatility Fund | buy | $100,001+ | self | record |
| 2018-12-11 | MAIPX | MAI Managed Volatility Fund (maipx) | buy | $50,001 – $100,000 | self | record |
| 2018-12-11 | IWO | iShares Russell 2000 growth ETF (IWo) | sell | $15,001 – $50,000 | self | record |
| 2018-12-11 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | sell | $50,001 – $100,000 | self | record |
| 2018-12-11 | PCY | Invesco Emerging Markets Sovereign Debt ETF (PCY) | sell | $15,001 – $50,000 | self | record |
| 2018-12-11 | PKB | Invesco Dynamic building & Construction ETF (PKb) | sell | $15,001 – $50,000 | self | record |
| 2018-12-11 | — | Harbor International HAINX | sell | $100,001 – $250,000 | self | record |
| 2018-12-11 | HAINX | Harbor International (hainx) | buy | $15,001 – $50,000 | self | record |
| 2018-12-11 | FSTFX | Fidelity Limited Term Municipal Inc (fstfx) cgfed | buy | $100,001 – $250,000 | self | record |
| 2018-12-11 | — | Fidelity Limited Term Municipal | buy | $100,001+ | self | record |
| 2018-12-11 | — | Fidelity High Income Fund | sell | $50,001 – $100,000 | self | record |
| 2018-10-26 | SPY | DR S&P 500 (SPY) | buy | $15,001 – $50,000 | spouse | record |
| 2018-09-05 | MDY | DR MidCap Trust Series I (MDY) | sell | $15,001 – $50,000 | spouse | record |
| 2018-08-17 | — | Stone Ridge Reinsurance Fund | sell | $15,001 – $50,000 | self | record |
| 2018-06-15 | VWNAX | Vanguard/Windsor II Admiral (vwnax) | buy | $1,001 – $15,000 | self | record |
| 2018-06-06 | JNK | DR bloomberg barclays High Yield bond ETF (JNK) | sell | $15,001 – $50,000 | spouse | record |
| 2018-03-29 | UNH | UnitedHealth group Incorporated Common Stock (UNH) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | KBE | DR S&P bank ETF (KbE) | buy | $1,001 – $15,000 | spouse | record |
| 2018-03-29 | ODVYX | oppenheimer Developing Markets (odvyx) | buy | $15,001 – $50,000 | self | record |
| 2018-03-29 | NKE | Nike, Inc. (NKE) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | MRK | Merck & Company, Inc. Common Stock (MRK) | sell | $1,001 – $15,000 | self | record |
| 2018-03-29 | — | MAI Managed Volatilty Fund MAIPX | sell | $100,001 – $250,000 | self | record |
| 2018-03-29 | MAIPX | MAI MANAgED VoLATILITY (maipx) | sell | $50,001 – $100,000 | self | record |
| 2018-03-29 | AMJ | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | IWM | iShares Russell 2000 ETF (IWM) | buy | $50,001 – $100,000 | self | record |
| 2018-03-29 | EFA | iShares MSCI EAFE ETF (EFA) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | buy | $15,001 – $50,000 | self | record |
| 2018-03-29 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | buy | $50,001 – $100,000 | self | record |
| 2018-03-29 | QQQ | Invesco QQQ Trust, Series 1 (QQQ) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | PKB | Invesco Dynamic building & Construction ETF (PKb) | buy | $1,001 – $15,000 | self | record |
| 2018-03-29 | — | buy | $1,001 – $15,000 | self | record | |
| 2018-03-29 | DISCA | Discovery, Inc. - Series A (DISCA) | sell | $1,001 – $15,000 | self | record |
| 2018-03-29 | BLK | blackRock, Inc. (bLK) | buy | $15,001 – $50,000 | self | record |
| 2018-03-23 | — | gS S&P 500 buffered Equity fund | sell | $50,001 – $100,000 | self | record |
| 2018-01-16 | VEA | Vanguard FTSE Developed Markets ETF (VEA) | buy | $1,001 – $15,000 | self | record |
| 2017-07-12 | SPY | DR S&P 500 (SPY) | buy | $1,001 – $15,000 | spouse | record |
| 2017-07-12 | MDY | DR MidCap Trust Series I (MDY) | sell | $1,001 – $15,000 | spouse | record |
| 2017-07-03 | — | WHITINg PETE | sell | $1,001 – $15,000 | self | record |
| 2017-07-03 | UPS | United Parcel Service, Inc. (UPS) | buy | $1,001 – $15,000 | self | record |
| 2017-07-03 | OXY | occidental Petroleum Corporation (oXY) | sell | $1,001 – $15,000 | self | record |
| 2017-07-03 | NKE | Nike, Inc. (NKE) | buy | $1,001 – $15,000 | self | record |
| 2017-07-03 | MET | MetLife, Inc. (MET) | sell | $15,001 – $50,000 | self | record |
| 2017-07-03 | KMI | Kinder Morgan, Inc. (KMI) | buy | $1,001 – $15,000 | self | record |
| 2017-07-03 | GE | general Electric Company (gE) | sell | $15,001 – $50,000 | self | record |
| 2017-07-03 | DVMT | Dell Technologies Inc. Class V (DVMT) | sell | $1,001 – $15,000 | self | record |
| 2017-07-03 | AMZN | Amazon.com, Inc. (AMZN) | buy | $1,001 – $15,000 | self | record |
| 2017-05-18 | VEA | Vanguard FTSE Developed Markets ETF (VEA) | buy | $15,001 – $50,000 | self | record |
| 2017-05-18 | EFA | iShares MSCI EAFE ETF (EFA) | sell | $15,001 – $50,000 | self | record |
| 2017-03-17 | MLPI | UbS Ag ETN (MLPI) | buy | $1,001 – $15,000 | self | record |
| 2017-03-17 | KBE | DR S&P bank ETF (KbE) | buy | $1,001 – $15,000 | spouse | record |
| 2017-03-17 | — | PowerShares QQQ Trust, Series 1 | sell | $1,001 – $15,000 | self | record |
| 2017-02-23 | XBI | DR Series Trust SPDR S&P biotech ETF (XbI) | buy | $1,001 – $15,000 | spouse | record |
| 2017-02-23 | IBB | iShares Nasdaq biotechnology Index Fund (Ibb) | sell | $1,001 – $15,000 | self | record |
| 2017-01-05 | DBEF | Xtrackers MSCI EAFE Hedged Equity ETF (DbEF) | buy | $1,001 – $15,000 | self | record |
| 2017-01-05 | EFA | iShares MSCI EAFE ETF (EFA) | sell | $1,001 – $15,000 | self | record |