Trade of the David P. Joyce
Republican · OH-14 · House
In-remit alpha 12m
—
0 buys in their jurisdiction
Everything else
+2.7%
their other buys
$-weighted 12m
-1.0%
all buys, by size
t-stat (12m)
1.16
within the noise
Disclosure lag
399 days
trade → public filing
Est. volume
$328.3K
0 option trades
Trading profile
| Disclosed transactions | 63 across 8 filings |
| Buys / sells | 34 / 29 |
| Distinct securities | 29 |
| Estimated volume | $1.5M |
| Traded in family accounts | 0 of 63 |
| Active | 10 Jan 2019 – 10 Jan 2025 |
| Busiest single day | 4 trades 19 Jun 2023 |
What they buy
| Financials | 2 |
Committees — what defines their remit
Appropriations Homeland SecuritySubcommittees
DefenseTransportation, Housing and Urban Development, and Related AgenciesFinancial Services and General GovernmentOversight, Investigations, and AccountabilityEmergency Management and TechnologyJurisdiction sectors: defensehealthcareindustrialstechnology · access score 0.72
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
1 |
| B |
|
0 |
| C |
|
37 |
| D |
|
15 |
| E |
|
0 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| VONE | 1 | $70.7K | -2.2% |
| FIKMX | 3 | $58.6K | — |
| VCSH | 2 | $54.8K | -25.1% |
| IVV | 2 | $31.3K | +0.1% |
| IJR | 2 | $31.3K | +19.6% |
| IJH | 2 | $31.3K | +9.5% |
| GBDC | 2 | $31.3K | +4.5% |
| IEFA | 1 | $27.4K | -6.1% |
| FSTFX | 1 | $27.4K | — |
| SPY | 3 | $11.6K | +0.0% |
| PAVE | 2 | $7.7K | +6.7% |
| MDY | 2 | $7.7K | +4.5% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | SELL | 10 Jan 2025 | None MAI Managed |
$50,001 - $100,000 | self | — | — |
| — | SELL | 19 Nov 2024 | None MAI Managed Income Fund |
$50,001 - $100,000 | self | — | — |
| C | SELL | 30 Jun 2023 | BLK BlackRock, Inc. (BLK) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 30 Jun 2023 | GBDC Golub Capital BDC, Inc. - Closed E |
$1,001 - $15,000 | self | — | — |
| C | SELL | 30 Jun 2023 | XBI SPDR Series Trust SPDR S&P Biotech |
$15,001 - $50,000 | self | — | — |
| C | SELL | 23 Jun 2023 | TRP TC Energy Corporation (TRP) |
$1,001 - $15,000 | self | — | — |
| C | SELL | 22 Jun 2023 | C Citigroup, Inc. (C) |
$1,001 - $15,000 | self | — | — |
| A | SELL | 19 Jun 2023 | BA Boeing Company (BA) |
$15,001 - $50,000 | self | — | yes |
| C | SELL | 19 Jun 2023 | GBDC Golub Capital BDC, Inc. - Closed E |
$15,001 - $50,000 | self | — | — |
| C | SELL | 19 Jun 2023 | IWF iShares Russell 1000 Growth ETF (I |
$15,001 - $50,000 | self | — | — |
| D | SELL | 19 Jun 2023 | IWF iShares Russell 1000 Growth ETF (I |
$15,001 - $50,000 | self | — | — |
| C | SELL | 14 Jul 2022 | GBDC Golub Capital BDC, Inc. (GBDC) |
$15,001 - $50,000 | self | — | — |
| C | BUY | 14 Jul 2022 | VCSH Vanguard Short-Term Corporate Bond |
$15,001 - $50,000 | self | -15.2% | — |
| C | SELL | 12 Jul 2022 | GBDC Golub Capital BDC, Inc. (GBDC) |
$15,001 - $50,000 | self | — | — |
| D | SELL | 19 May 2022 | PAVE Global X Funds Global X U.S. Infra |
$1,001 - $15,000 | self | — | — |
| C | BUY | 19 May 2022 | PPA Invesco Aerospace & Defense ETF (P |
$1,001 - $15,000 | self | +5.5% | — |
| D | SELL | 17 May 2022 | VCSH Vanguard Short-Term Corporate Bond |
$1,001 - $15,000 | self | — | — |
| D | SELL | 14 Sep 2021 | AMJ JPMorgan Chase Capital XVI JP Morg |
$1,001 - $15,000 | self | — | — |
| D | BUY | 14 Sep 2021 | MDY SPDR MidCap Trust Series I (MDY) |
$1,001 - $15,000 | self | +0.2% | — |
| D | BUY | 11 Dec 2020 | PAVE global X Funds global X U.S. Infra |
$1,001 - $15,000 | self | +6.7% | — |
| C | BUY | 09 Dec 2020 | PAVE global X Funds global X U.S. Infra |
$1,001 - $15,000 | self | +6.7% | — |
| D | SELL | 09 Dec 2020 | IWM iShares Russell 2000 ETF (IWM) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 02 Dec 2020 | IWM iShares Russell 2000 ETF (IWM) |
$1,001 - $15,000 | self | — | — |
| — | SELL | 02 Jul 2020 | None FIDELITY LIMITED TERM MUNI INCOME |
$15,001 - $50,000 | self | — | — |
| C | SELL | 26 Jun 2020 | IEFA iShares Core MSCI EAFE ETF (IEFA) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 26 Jun 2020 | IVV iShares Core S&P 500 ETF (IVV) |
$15,001 - $50,000 | self | — | — |
| C | SELL | 26 Jun 2020 | IWM iShares Russell 2000 ETF (IWM) |
$15,001 - $50,000 | self | — | — |
| D | BUY | 08 Jun 2020 | SPY SPDR S&P 500 (SPY) |
$1,001 - $15,000 | self | +0.0% | — |
| C | BUY | 08 Jun 2020 | KBE SPDR S&P bank ETF (KbE) |
$1,001 - $15,000 | self | +5.9% | — |
| C | BUY | 26 Mar 2020 | VONE Vanguard Russell 1000 ETF (VONE) |
$50,001 - $100,000 | self | -2.2% | — |
| D | BUY | 11 Mar 2020 | SPY SPDR S&P 500 (SPY) |
$1,001 - $15,000 | self | +0.0% | — |
| C | BUY | 25 Feb 2020 | GBDC golub Capital bDC, Inc. (gbDC) |
$1,001 - $15,000 | self | +1.2% | — |
| — | SELL | 15 Jan 2020 | None Fidelity Advisor Real Eastate Inco |
$15,001 - $50,000 | self | — | — |
| — | SELL | 15 Jan 2020 | None FIDELITY LIMITED TERM MUNI INCOME |
$1,001 - $15,000 | self | — | — |
| D | BUY | 31 Dec 2019 | FIKMX Fidelity Advisor Real Estate Incom |
$1,001 - $15,000 | self | — | — |
| C | BUY | 31 Dec 2019 | IWN iShares Russell 2000 Value ETF (IW |
$1,001 - $15,000 | self | +25.4% | — |
| C | BUY | 31 Dec 2019 | IVE iShares S&P 500 Value ETF (IVE) |
$1,001 - $15,000 | self | -1.0% | — |
| C | BUY | 30 Sep 2019 | FIKMX Fidelity Advisor Real Estate Incom |
$15,001 - $50,000 | self | — | — |
| C | BUY | 30 Sep 2019 | FIKMX Fidelity Advisor Real Estate incom |
$15,001 - $50,000 | self | — | — |
| C | BUY | 20 Sep 2019 | MDY SPDR MidCap Trust Series I (MDY) |
$1,001 - $15,000 | self | +8.8% | — |
| C | BUY | 24 Jul 2019 | IVV iShares Core S&P 500 ETF (IVV) |
$15,001 - $50,000 | self | +0.1% | — |
| D | BUY | 24 Jul 2019 | IJH iShares Core S&P Mid-Cap ETF (IJH) |
$1,001 - $15,000 | self | +9.5% | — |
| D | BUY | 24 Jul 2019 | IJR iShares Core S&P Small-Cap ETF (IJ |
$1,001 - $15,000 | self | +19.6% | — |
| C | SELL | 08 Jul 2019 | AMJ JPMorgan Chase Capital XVI JP Morg |
$1,001 - $15,000 | self | — | — |
| C | BUY | 21 Jun 2019 | SPY SPDR S&P 500 (SPY) |
$1,001 - $15,000 | self | +0.0% | — |
| C | BUY | 21 Jun 2019 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | self | -4.8% | — |
| C | SELL | 30 May 2019 | FFRHX Fidelity FL High Income (ffrhx) |
$15,001 - $50,000 | self | — | — |
| C | BUY | 30 May 2019 | GBDC golub Capital bDC, Inc. (gbDC) |
$15,001 - $50,000 | self | +7.9% | — |
| — | BUY | 03 Apr 2019 | None buckeye OH Cent Loc Sch Dist. |
$50,001 - $100,000 | self | — | — |
| — | BUY | 02 Apr 2019 | None bessemer AL gO bd. |
$50,001 - $100,000 | self | — | — |
| — | BUY | 28 Mar 2019 | None Delaware OH Cry Sch Dist. |
$50,001 - $100,000 | self | — | — |
| — | BUY | 27 Mar 2019 | None brookville OH Loc Sch Dist |
$50,001 - $100,000 | self | — | — |
| — | BUY | 25 Mar 2019 | None East Muskingum OH Loc Sch Dist. |
$50,001 - $100,000 | self | — | — |
| C | SELL | 22 Mar 2019 | FFHRX Fidelity FL Rt High Income (ffhrx) |
$100,001 - $250,000 | self | — | — |
| C | BUY | 22 Mar 2019 | FSTFX Fidelity Limited Term Municipal In |
$15,001 - $50,000 | self | — | — |
| C | BUY | 22 Mar 2019 | VCSH Vanguard Short-Term Corporate bond |
$15,001 - $50,000 | self | -34.9% | — |
| C | BUY | 04 Mar 2019 | IEFA iShares Core MSCI EAFE ETF (IEFA) |
$15,001 - $50,000 | self | -6.1% | — |
| C | BUY | 04 Mar 2019 | IVV iShares Core S&P 500 ETF (IVV) |
$1,001 - $15,000 | self | +0.1% | — |
| C | BUY | 04 Mar 2019 | IJH iShares Core S&P Mid-Cap ETF (IJH) |
$15,001 - $50,000 | self | +9.5% | — |
| C | BUY | 04 Mar 2019 | IJR iShares Core S&P Small-Cap ETF (IJ |
$15,001 - $50,000 | self | +19.6% | — |
| C | SELL | 10 Jan 2019 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$1,001 - $15,000 | self | — | — |
| D | SELL | 10 Jan 2019 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 10 Jan 2019 | VGT Vanguard Information Tech ETF (VgT |
$1,001 - $15,000 | self | +5.1% | — |
Click any row for the full trade breakdown.