David P. Joyce

House · R–OH · STOCK Act periodic transaction reports

155 trades86 buys66 sells$5M est. volume (range midpoints)136 late filings (88%)

Disclosed trades (155)

2025-01-10MAI Managed [PS]Sale (Partial)$50,001 - $100,000
2024-11-19MAI Managed Income Fund [HN]Sale (Partial)$50,001 - $100,000
2023-06-30BLKBlackRock, Inc.Sale (Full)$15,001 - $50,000late · 403d
2023-06-30GBDCGolub Capital BDC, Inc. - Closed End FundSale (Partial)$1,001 - $15,000late · 403d
2023-06-30XBISPDR Series Trust SPDR S&P Biotech ETFSale (Full)$15,001 - $50,000late · 403d
2023-06-23TRPTC Energy CorporationSale (Full)$1,001 - $15,000late · 410d
2023-06-22CCitigroup, Inc.Sale (Full)$1,001 - $15,000late · 411d
2023-06-19BABoeing CompanySale (Full)$15,001 - $50,000late · 414d
2023-06-19GBDCGolub Capital BDC, Inc. - Closed End FundSale (Partial)$15,001 - $50,000late · 414d
2023-06-19IWFiShares Russell 1000 Growth ETFSale (Partial)$15,001 - $50,000late · 414d
2022-07-14GBDCGolub Capital BDC, Inc.Sale (Full)$15,001 - $50,000late · 754d
2022-07-14VCSHVanguard Short-Term Corporate Bond ETFPurchase$15,001 - $50,000late · 754d
2022-07-12GBDCGolub Capital BDC, Inc.Sale (Full)$15,001 - $50,000late · 756d
2022-05-19PAVEGlobal X Funds Global X U.S. Infrastructure Development ETFSale (Full)$1,001 - $15,000
2022-05-19PPAInvesco Aerospace & Defense ETFPurchase$1,001 - $15,000
2022-05-17VCSHVanguard Short-Term Corporate Bond ETFSale (Full)$1,001 - $15,000
2021-09-14AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNSale (Full)$1,001 - $15,000
2021-09-14MDYDR MidCap Trust Series IPurchase$1,001 - $15,000spouse
2020-12-11PAVEDPJ & KAJ joint account global X Funds global X U.S. Infrastructure Development ETFPurchase$1,001 - $15,000late · 228d
2020-12-09PAVEDavid P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETFPurchase$1,001 - $15,000late · 230d
2020-12-09IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETFSale (Full)$1,001 - $15,000late · 230d
2020-12-02IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETFSale (Full)$1,001 - $15,000late · 237d
2020-07-02David P. Joyce QSST Trust LOCATION: US DESCRIPTION: MUTUAL FUND FIDELITY LIMITED TERM MUNI INCOME FUND [gS]Sale (Full)$15,001 - $50,000late · 390d
2020-06-26IEFADavid P. Joyce QSST Trust iShares Core MSCI EAFE ETFSale (Full)$15,001 - $50,000late · 396d
2020-06-26IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFSale (Full)$15,001 - $50,000late · 396d
2020-06-26IWMDPJ & KAJ joint account iShares Russell 2000 ETFSale (Full)$15,001 - $50,000late · 396d
2020-06-08SPYDR S&P 500Purchase$1,001 - $15,000spouselate · 414d
2020-06-08KBEDR S&P bank ETF (KbE) [ST]Purchase$1,001 - $15,000spouselate · 414d
2020-03-26VONEVanguard Russell 1000 ETFPurchase$50,001 - $100,000late · 488d
2020-03-11SPYDR S&P 500Purchase$1,001 - $15,000spouselate · 503d
2020-02-25GBDCDPJ & KAJ joint account golub Capital bDC, Inc. (gbDC) [ST]Purchase$1,001 - $15,000late · 518d
2020-01-15Fidelity Advisor Real Eastate Income Z FIKMX [OT]Sale (Full)$15,001 - $50,000late · 559d
2020-01-15David P. Joyce QSST Trust LOCATION: US DESCRIPTION: Mutual fund FIDELITY LIMITED TERM MUNI INCOME FUND [OT]Sale (Full)$1,001 - $15,000late · 559d
2019-12-31FIKMXDavid P. Joyce Trust Fidelity Advisor Real Estate Income Z (fikmx) [Ab]Purchase$1,001 - $15,000late · 212d
2019-12-31IWNDavid P. Joyce Trust iShares Russell 2000 Value ETFPurchase$1,001 - $15,000late · 212d
2019-12-31IVERita M. Joyce IRA iShares S&P 500 Value ETFPurchase$1,001 - $15,000late · 212d
2019-09-30FIKMXDavid P. Joyce Trust 00% due 12/1/22 Fidelity Advisor Real Estate Income Z (fikmx) [Ab]Purchase$15,001 - $50,000late · 304d
2019-09-30FIKMXDavid P. Joyce Trust Fidelity Advisor Real Estate income Z (fikmx) [Ab]Purchase$15,001 - $50,000late · 304d
2019-09-20MDYDR MidCap Trust Series IPurchase$1,001 - $15,000spouselate · 314d
2019-07-24IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFPurchase$15,001 - $50,000late · 372d
2019-07-24IJHDavid P. Joyce Trust iShares Core S&P Mid-Cap ETFPurchase$1,001 - $15,000late · 372d
2019-07-24IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETFPurchase$1,001 - $15,000late · 372d
2019-07-08AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNSale (Full)$1,001 - $15,000late · 388d
2019-06-21SPYDR S&P 500Purchase$1,001 - $15,000spouselate · 405d
2019-06-21VEADPJ & KAJ joint account Vanguard FTSE Developed Markets ETFPurchase$1,001 - $15,000late · 405d
2019-05-30FFRHXDavid P. Joyce QSST Trust Fidelity FL High Income (ffrhx) [Ab]Sale (Full)$15,001 - $50,000late · 427d
2019-05-30GBDCDavid P. Joyce QSST Trust golub Capital bDC, Inc. (gbDC) [ST]Purchase$15,001 - $50,000late · 427d
2019-04-03David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 11/1/30 buckeye OH Cent Loc Sch Dist. [CS]Purchase$50,001 - $100,000late · 484d
2019-04-02bessemer AL gO bd. [CS]Purchase$50,001 - $100,000late · 485d
2019-03-28David P. Joyce Trust DESCRIPTION: Term bond 4.0% due 12/1/25 Delaware OH Cry Sch Dist. [CS]Purchase$50,001 - $100,000late · 490d
2019-03-27David P. Joyce Trust DESCRIPTION: Term bond 3.125% due 2/1/24 brookville OH Loc Sch Dist [CS]Purchase$50,001 - $100,000late · 491d
2019-03-25David P. Joyce Trust DESCRIPTION: Term bond 4.5% due 12/1/29 East Muskingum OH Loc Sch Dist. [CS]Purchase$50,001 - $100,000late · 493d
2019-03-22FFHRXRita M. Joyce IRA Fidelity FL Rt High Income (ffhrx) [Ab]Sale (Full)$100,001 - $250,000late · 496d
2019-03-22FSTFXDavid P. Joyce Trust Fidelity Limited Term Municipal Inc. (fstfx) [Ab]Purchase$15,001 - $50,000late · 496d
2019-03-22VCSHDPJ & KAJ joint account Vanguard Short-Term Corporate bond ETFPurchase$15,001 - $50,000late · 496d
2019-03-04IEFAiShares Core MSCI EAFE ETFPurchase$15,001 - $50,000late · 514d
2019-03-04IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFPurchase$1,001 - $15,000late · 514d
2019-03-04IJHDavid P. Joyce QSST Trust iShares Core S&P Mid-Cap ETFPurchase$15,001 - $50,000late · 514d
2019-03-04IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETFPurchase$15,001 - $50,000late · 514d
2019-01-10QQQRita M. Joyce IRA Invesco QQQ Trust, Series 1Sale (Full)$1,001 - $15,000late · 567d
2019-01-10QQQDPJ & KAJ joint account Invesco QQQ Trust, Series 1Sale (Full)$1,001 - $15,000late · 567d
2019-01-10VGTDPJ & KAJ joint account Vanguard Information Tech ETF (VgT) [ST]Purchase$1,001 - $15,000late · 567d
2018-12-21Aston/Fairpointe Mid Cap 1 fundSale (Full)$100,001 - $250,000late · 138d
2018-12-21GBDCGolub Capital BDC, Inc.Purchase$15,001 - $50,000late · 138d
2018-12-21IWMiShares Russell 2000 ETFSale (Full)$100,001 - $250,000late · 138d
2018-12-18VWNAXVanguard/Windsor II Admiral (vwnax)Purchase$1,001 - $15,000late · 141d
2018-12-14MAIPXMAI Managed Volatility Fund (maipx)Purchase$1,001 - $15,000late · 145d
2018-12-11Fidelity High Income FundSale (Full)$50,001 - $100,000late · 148d
2018-12-11FSTFXFidelity Limited Term Municipal (fstfx)Purchase$100,001 - $250,000late · 148d
2018-12-11FSTFXFidelity Limited Term Municipal Inc (fstfx)Purchase$100,001 - $250,000late · 148d
2018-12-11HAINXHarbor International (hainx)Purchase$15,001 - $50,000late · 148d
2018-12-11Harbor International HAINXSale (Full)$100,001 - $250,000late · 148d
2018-12-11PKBInvesco Dynamic Building & Construction ETFSale (Full)$15,001 - $50,000late · 148d
2018-12-11PCYInvesco Emerging Markets Sovereign Debt ETFSale (Full)$15,001 - $50,000late · 148d
2018-12-11QQQInvesco QQQ Trust, Series 1Sale (Full)$50,001 - $100,000late · 148d
2018-12-11IWOiShares Russell 2000 Growth ETFSale (Full)$15,001 - $50,000late · 148d
2018-12-11MAIPXMAI Managed Volatility Fund (maipx)Purchase$50,001 - $100,000late · 148d
2018-12-11MAIPXMAI Managed Volatility Fund (maipx)Purchase$100,001 - $250,000late · 148d
2018-12-11JNKSPDR Bloomberg Barclays High Yield Bond ETFSale (Full)$50,001 - $100,000late · 148d
2018-12-11Templeton Global BondSale (Full)$50,001 - $100,000late · 148d
2018-12-11VCSHVanguard Short-Term Corporate Bond ETFPurchase$100,001 - $250,000late · 148d
2018-12-11VCSHVanguard Short-Term Corporate Bond ETFPurchase$15,001 - $50,000late · 148d
2018-10-26SPYSPDR S&P 500Purchase$15,001 - $50,000late · 194d
2018-09-05MDYSPDR MidCap Trust Series ISale (Full)$15,001 - $50,000late · 245d
2018-08-17Stone Ridge Reinsurance FundSale (Full)$15,001 - $50,000late · 264d
2018-06-15VWNAXVanguard/Windsor II Admiral (vwnax)Purchase$1,001 - $15,000late · 327d
2018-06-06JNKSPDR Bloomberg Barclays High Yield Bond ETFSale (Full)$15,001 - $50,000late · 336d
2018-03-29BLKBlackRock, Inc.Purchase$15,001 - $50,000late · 405d
2018-03-29DISCADiscovery, Inc. - Series ASale (Full)$1,001 - $15,000late · 405d
2018-03-29PKBInvesco Dynamic Building & Construction ETFPurchase$1,001 - $15,000late · 405d
2018-03-29QQQInvesco QQQ Trust, Series 1Purchase$1,001 - $15,000late · 405d
2018-03-29QQQInvesco QQQ Trust, Series 1Purchase$50,001 - $100,000late · 405d
2018-03-29QQQInvesco QQQ Trust, Series 1Purchase$15,001 - $50,000late · 405d
2018-03-29EFAiShares MSCI EAFE ETFPurchase$1,001 - $15,000late · 405d
2018-03-29IWMiShares Russell 2000 ETFPurchase$50,001 - $100,000late · 405d
2018-03-29AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNPurchase$1,001 - $15,000late · 405d
2018-03-29MAIPXMAI MANAGED VOLATILITY (maipx)Sale (Full)$50,001 - $100,000late · 405d
2018-03-29MAI Managed Volatilty Fund MAIPXSale (Full)$100,001 - $250,000late · 405d
2018-03-29MRKMerck & Company, Inc. Common StockSale (Full)$1,001 - $15,000late · 405d
2018-03-29NKENike, Inc.Purchase$1,001 - $15,000late · 405d
2018-03-29ODVYXOppenheimer Developing Markets (odvyx)Purchase$15,001 - $50,000late · 405d
2018-03-29KBESPDR S&P Bank ETFPurchase$1,001 - $15,000late · 405d
2018-03-29UNHUnitedHealth Group Incorporated Common StockPurchase$1,001 - $15,000late · 405d
2018-03-23GS S&P 500 Buffered Equity fundSale (Full)$50,001 - $100,000late · 411d
2018-01-16VEAVanguard FTSE Developed Markets ETFPurchase$1,001 - $15,000late · 477d
2017-07-12MDYSPDR MidCap Trust Series ISale (Full)$1,001 - $15,000late · 665d
2017-07-12SPYSPDR S&P 500Purchase$1,001 - $15,000late · 665d
2017-07-03AMZNAmazon.com, Inc.Purchase$1,001 - $15,000late · 674d
2017-07-03DVMTDell Technologies Inc. Class VSale (Full)$1,001 - $15,000late · 674d
2017-07-03GEGeneral Electric CompanySale (Full)$15,001 - $50,000late · 674d
2017-07-03KMIKinder Morgan, Inc.Purchase$1,001 - $15,000late · 674d
2017-07-03METMetLife, Inc.Sale (Full)$15,001 - $50,000late · 674d
2017-07-03NKENike, Inc.Purchase$1,001 - $15,000late · 674d
2017-07-03OXYOccidental Petroleum CorporationSale (Full)$1,001 - $15,000late · 674d
2017-07-03UPSUnited Parcel Service, Inc.Purchase$1,001 - $15,000late · 674d
2017-07-03WHITiNg PETESale (Full)$1,001 - $15,000late · 674d
2017-06-28AMZNDavid P. Joyce Trust 0% 9/25/18 Amazon.com, Inc. (AMZN)Purchase$1,001 - $15,000
2017-06-28DVMTDavid P. Joyce Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce QSST Trust LoCATIoN: US Joyce Trust LoCATIoN: US Class V (DVMT)Sale (Full)$1,001 - $15,000
2017-06-28GEDPJ & KAJ joint account general Electric Company (gE)Sale (Full)$15,001 - $50,000
2017-06-28KMIDPJ & KAJ joint account Kinder Morgan, Inc. (KMI)Purchase$1,001 - $15,000
2017-06-28METRollover MetLife, Inc. (MET)Sale (Full)$15,001 - $50,000
2017-06-28NKERollover Nike, Inc. (NKE)Purchase$1,001 - $15,000
2017-06-28OXYoccidental Petroleum Corporation (oXY)Sale (Full)$1,001 - $15,000
2017-06-28PKBDPJ & KAJ joint account PowerShares Dynamic build & Construction (PKb)Purchase$15,001 - $50,000
2017-06-28PKBDavid P. Joyce Trust PowerShares Dynamic build & Construction (PKb)Purchase$15,001 - $50,000
2017-06-28KBEDR S&P bank ETF (KbE)Purchase$15,001 - $50,000spouse
2017-06-28UPSDPJ & KAJ joint account United Parcel Service, Inc. (UPS)Purchase$1,001 - $15,000
2017-06-28WLLDPJ & KAJ joint account Whiting Petroleum Corporation (WLL)Sale (Full)$1,001 - $15,000
2017-05-18EFADPJ & KAJ joint account iShares MSCI EAFE ETF (EFA)Sale (Full)$15,001 - $50,000late · 69d
2017-05-18VEARollover Vanguard FTSE Developed Markets ETF (VEA)Purchase$15,001 - $50,000late · 69d
2017-05-18EFAiShares MSCI EAFE ETFSale (Full)$15,001 - $50,000late · 720d
2017-05-18VEAVanguard FTSE Developed Markets ETFPurchase$15,001 - $50,000late · 720d
2017-03-17RYHRollover guggenheim S&P 500 Equal Weight Healthcare ETF (RYH)Sale (Full)$1,001 - $15,000late · 131d
2017-03-17PKBDPJ & KAJ joint account PowerShares Dynamic build & Construction (PKb)Purchase$1,001 - $15,000late · 131d
2017-03-17SPYDR S&P 500 (SPY)Purchase$1,001 - $15,000spouselate · 131d
2017-03-17MLPIRita M. Joyce IRA LoCATIoN: US DESCRIPTIoN: Ticker symbol CISgX UbS Ag ETN (MLPI)Purchase$1,001 - $15,000late · 131d
2017-03-17QQQPowerShares QQQ Trust, Series 1Sale (Full)$1,001 - $15,000late · 782d
2017-03-17KBESPDR S&P Bank ETFPurchase$1,001 - $15,000late · 782d
2017-03-17MLPIUBS AG ETNPurchase$1,001 - $15,000late · 782d
2017-03-13QQQDavid P. Joyce QSST Trust PowerShares QQQ Trust, Series 1 (QQQ)Sale (Full)$1,001 - $15,000late · 135d
2017-03-13MLPIDPJ & KAJ joint account UbS Ag ETN (MLPI)Purchase$1,001 - $15,000late · 135d
2017-02-23IBBiShares Nasdaq Biotechnology Index FundSale (Full)$1,001 - $15,000late · 804d
2017-02-23XBISPDR Series Trust SPDR S&P Biotech ETFPurchase$1,001 - $15,000late · 804d
2017-02-17IBBDPJ & KAJ joint account iShares Nasdaq biotechnology Index Fund (Ibb)Sale (Full)$1,001 - $15,000late · 159d
2017-02-17XBIDR S&P biotech ETF (XbI)Purchase$1,001 - $15,000spouselate · 159d
2017-01-30IWFDavid P. Joyce QSST Trust iShares Russell 1000 growth ETF (IWF)Purchase$100,001 - $250,000late · 177d
2017-01-26IWFRollover iShares Russell 1000 growth ETF (IWF)Purchase$15,001 - $50,000late · 181d
2017-01-05EFAiShares MSCI EAFE ETFSale (Full)$1,001 - $15,000late · 853d
2017-01-05DBEFXtrackers MSCI EAFE Hedged Equity ETFPurchase$1,001 - $15,000late · 853d
2016-12-21IWMDPJ & KAJ joint account iShares Russell 2000 ETF (IWM)Purchase$15,001 - $50,000late · 217d
2016-10-19IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETF (IWM)Sale (Full)$1,001 - $15,000late · 280d
2016-10-19PKBRollover PowerShares Dynamic build & Construction (PKb)Purchase$1,001 - $15,000late · 280d
2016-07-18QIHUDPJ & KAJ joint account Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary Shares (QIHU)Exchange$1,001 - $15,000late · 373d
2016-05-23NRERollover NorthStar Realty Europe Corp. (NRE)Sale (Full)$1,001 - $15,000late · 429d
2016-05-23NRFNorthStar Realty Finance Corp. Common Stock (NRF)Sale (Full)$1,001 - $15,000late · 429d

Amounts are the dollar ranges the STOCK Act requires — exact trade sizes aren't disclosed. "Spouse" marks trades reported for a spouse's account. Source: official House Clerk / Senate eFD periodic transaction reports. Not investment advice.