Trade Volume by Year
Top Traded Sectors
- Other67%
- Financials7%
- Industrials7%
- Technology6%
- Healthcare4%
- Consumer4%
- Utilities3%
- Energy3%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jan 10, 2025filed Feb 7, 2025 | PVPrivate holdingMAI Managed | Sale | $50K – $100K | partial; MAI Managed funds ↗ | — |
| Nov 19, 2024filed Dec 18, 2024 | FDFundMAI Managed Income Fund | Sale | $50K – $100K | partial ↗ | — |
| Jun 30, 2023filed Aug 6, 2024 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Sale | $1K – $15K | partial ↗ | … |
| Jun 30, 2023filed Aug 6, 2024 | XBIDR Series Trust SPDR S&P Biotech ETF · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Jun 30, 2023filed Aug 6, 2024 | BLKBlackRock, Inc. · Stock |
Sale | $15K – $50K | ↗ | … |
| Jun 23, 2023filed Aug 6, 2024 | TRPTC ENERGY CORP · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 22, 2023filed Aug 6, 2024 | CCITIGROUP INC · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 19, 2023filed Aug 6, 2024 | IWFiShares Russell 1000 Growth ETF · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Jun 19, 2023filed Aug 6, 2024 | IWFiShares Russell 1000 Growth ETF · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Jun 19, 2023filed Aug 6, 2024 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Sale | $15K – $50K | partial ↗ | … |
| Jun 19, 2023filed Aug 6, 2024 | BABOEING CO · Stock |
Sale | $15K – $50K | ↗ | … |
| Jul 14, 2022filed Aug 6, 2024 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Sale | $15K – $50K | ↗ | … |
| Jul 14, 2022filed Aug 6, 2024 | VCSHVanguard Short-Term Corporate Bond ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Jul 12, 2022filed Aug 6, 2024 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Sale | $15K – $50K | ↗ | … |
| May 19, 2022filed Jun 9, 2022 | PPAInvesco Aerospace & Defense ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| May 19, 2022filed Jun 9, 2022 | PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF · Stock |
Sale | $1K – $15K | ↗ | … |
| May 17, 2022filed Jun 9, 2022 | VCSHVanguard Short-Term Corporate Bond ETF · Stock |
Sale | $1K – $15K | ↗ | … |
| Sep 14, 2021filed Sep 30, 2021 | AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN · Stock |
Sale | $1K – $15K | ↗ | … |
| Sep 14, 2021filed Sep 30, 2021 | MDYSPDR S&P MIDCAP 400 ETF TRUST · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Dec 11, 2020filed Jul 27, 2021 | PAVEglobal X Funds global X U.S. Infrastructure Development ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 9, 2020filed Jul 27, 2021 | PAVEglobal X Funds global X U.S. Infrastructure Development ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 9, 2020filed Jul 27, 2021 | IWMiShares Russell 2000 ETF · Stock |
Sale | $1K – $15K | ↗ | … |
| Dec 2, 2020filed Jul 27, 2021 | IWMiShares Russell 2000 ETF · Stock |
Sale | $1K – $15K | ↗ | … |
| Jul 2, 2020filed Jul 27, 2021 | MUMunicipal bondFIDELITY LIMITED TERM MUNI INCOME FUND [gS] | Sale | $15K – $50K | ↗ | — |
| Jun 26, 2020filed Jul 27, 2021 | IWMiShares Russell 2000 ETF · Stock |
Sale | $15K – $50K | ↗ | … |
| Jun 26, 2020filed Jul 27, 2021 | IVViShares Core S&P 500 ETF · Stock |
Sale | $15K – $50K | ↗ | … |
| Jun 26, 2020filed Jul 27, 2021 | IEFAiShares Core MSCI EAFE ETF · Stock |
Sale | $15K – $50K | ↗ | … |
| Jun 8, 2020filed Jul 27, 2021 | KBEDR S&P bank ETF (KbE) · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jun 8, 2020filed Jul 27, 2021 | SPYSPDR S&P 500 ETF TRUST · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Mar 26, 2020filed Jul 27, 2021 | VONEVanguard Russell 1000 ETF · Stock |
Purchase | $50K – $100K | ↗ | … |
| Mar 11, 2020filed Jul 27, 2021 | SPYSPDR S&P 500 ETF TRUST · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Feb 25, 2020filed Jul 27, 2021 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 15, 2020filed Jul 27, 2021 | MUMunicipal bondFIDELITY LIMITED TERM MUNI INCOME FUND | Sale | $1K – $15K | ↗ | — |
| Jan 15, 2020filed Jul 27, 2021 | ·Other assetFidelity Advisor Real Eastate Income Z FIKMX | Sale | $15K – $50K | ↗ | — |
| Dec 31, 2019filed Jul 30, 2020 | IWNiShares Russell 2000 Value ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 31, 2019filed Jul 30, 2020 | IVEiShares S&P 500 Value ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 31, 2019filed Jul 30, 2020 | FIKMXFidelity Advisor Real Estate Income Z (fikmx) [Ab] · Stock |
Purchase | $1K – $15K | ↗ | … |
| Sep 30, 2019filed Jul 30, 2020 | FIKMXFidelity Advisor Real Estate income Z (fikmx) [Ab] · Stock |
Purchase | $15K – $50K | ↗ | … |
| Sep 30, 2019filed Jul 30, 2020 | FIKMXFidelity Advisor Real Estate Income Z (fikmx) [Ab] · Stock |
Purchase | $15K – $50K | ↗ | … |
| Sep 20, 2019filed Jul 30, 2020 | MDYSPDR S&P MIDCAP 400 ETF TRUST · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jul 24, 2019filed Jul 30, 2020 | IJHiShares Core S&P Mid-Cap ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jul 24, 2019filed Jul 30, 2020 | IVViShares Core S&P 500 ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Jul 24, 2019filed Jul 30, 2020 | IJRiShares Core S&P Small-Cap ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jul 8, 2019filed Jul 30, 2020 | AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN · Stock |
Sale | $1K – $15K | ↗ | … |
| Jun 21, 2019filed Jul 30, 2020 | SPYSPDR S&P 500 ETF TRUST · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Jun 21, 2019filed Jul 30, 2020 | VEAVanguard FTSE Developed Markets ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| May 30, 2019filed Jul 30, 2020 | FFRHXFidelity FL High Income (ffrhx) [Ab] · Stock |
Sale | $15K – $50K | ↗ | … |
| May 30, 2019filed Jul 30, 2020 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Apr 3, 2019filed Jul 30, 2020 | MUMunicipal bondbuckeye OH Cent Loc Sch Dist. | Purchase | $50K – $100K | ↗ | — |
| Apr 2, 2019filed Jul 30, 2020 | MUMunicipal bondbessemer AL gO bd. | Purchase | $50K – $100K | ↗ | — |
| Mar 28, 2019filed Jul 30, 2020 | MUMunicipal bondDelaware OH Cry Sch Dist. | Purchase | $50K – $100K | ↗ | — |
| Mar 27, 2019filed Jul 30, 2020 | MUMunicipal bondbrookville OH Loc Sch Dist | Purchase | $50K – $100K | ↗ | — |
| Mar 25, 2019filed Jul 30, 2020 | MUMunicipal bondEast Muskingum OH Loc Sch Dist. | Purchase | $50K – $100K | ↗ | — |
| Mar 22, 2019filed Jul 30, 2020 | FSTFXFidelity Limited Term Municipal Inc. (fstfx) [Ab] · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 22, 2019filed Jul 30, 2020 | VCSHVanguard Short-Term Corporate bond ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 22, 2019filed Jul 30, 2020 | FFHRXFidelity FL Rt High Income (ffhrx) [Ab] · Stock |
Sale | $100K – $250K | ↗ | … |
| Mar 4, 2019filed Jul 30, 2020 | IEFAiShares Core MSCI EAFE ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 4, 2019filed Jul 30, 2020 | IVViShares Core S&P 500 ETF · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 4, 2019filed Jul 30, 2020 | IJHiShares Core S&P Mid-Cap ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 4, 2019filed Jul 30, 2020 | IJRiShares Core S&P Small-Cap ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Jan 10, 2019filed Jul 30, 2020 | VGTVanguard Information Tech ETF (VgT) · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jan 10, 2019filed Jul 30, 2020 | QQQInvesco QQQ Trust, Series 1 · Stock |
Sale | $1K – $15K | ↗ | … |
| Jan 10, 2019filed Jul 30, 2020 | QQQInvesco QQQ Trust, Series 1 · Stock |
Sale | $1K – $15K | ↗ | … |
| Dec 21, 2018filed May 8, 2019 | FDFundAston/Fairpointe Mid Cap 1 fund [Ab] | Sale | $100K – $250K | ↗ | — |
| Dec 21, 2018filed May 8, 2019 | IWMiShares Russell 2000 ETF · Stock |
Sale | $100K – $250K | ↗ | … |
| Dec 21, 2018filed May 8, 2019 | GBDCGOLUB CAPITAL BDC, Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Dec 18, 2018filed May 8, 2019 | VWNAXVanguard/Windsor II Admiral (vwnax) [Ab] · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 14, 2018filed May 8, 2019 | MAIPXMAI Managed Volatility Fund (maipx) [Ab] · Stock |
Purchase | $1K – $15K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | QQQInvesco QQQ Trust, Series 1 · Stock |
Sale | $50K – $100K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | IWOiShares Russell 2000 growth ETF (IWo) · Stock |
Sale | $15K – $50K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | MAIPXMAI Managed Volatility Fund (maipx) [Ab] · Stock |
Purchase | $50K – $100K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | MAIPXMAI Managed Volatility Fund (maipx) [Ab] · Stock |
Purchase | $100K – $250K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | HAINXHarbor International (hainx) [Ab] · Stock |
Purchase | $15K – $50K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | HAHAINXmatchedHarbor International HAINX [Ab] | Sale | $100K – $250K | ↗ | — |
| Dec 11, 2018filed May 8, 2019 | PKBInvesco Dynamic building & Construction ETF (PKb) · Stock |
Sale | $15K – $50K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | JNKDR bloomberg barclays High Yield bond ETF · Stock |
Sale | $50K – $100K | Spouse · ↗ | … |
| Dec 11, 2018filed May 8, 2019 | PCYInvesco Emerging Markets Sovereign Debt ETF · Stock |
Sale | $15K – $50K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | —No tickerTempleton global bond [Ab] · Stock | Sale | $50K – $100K | ↗ | — |
| Dec 11, 2018filed May 8, 2019 | VCSHVanguard Short-Term Corporate bond ETF · Stock |
Purchase | $100K – $250K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | FDFundFidelity High Income Fund [Ab] | Sale | $50K – $100K | ↗ | — |
| Dec 11, 2018filed May 8, 2019 | VCSHVanguard Short-Term Corporate bond ETF · Stock |
Purchase | $15K – $50K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | FSTFXFidelity Limited Term Municipal (fstfx) [Ab] · Stock |
Purchase | $100K – $250K | ↗ | … |
| Dec 11, 2018filed May 8, 2019 | FSTFXFidelity Limited Term Municipal Inc (fstfx) [Ab] · Stock |
Purchase | $100K – $250K | ↗ | … |
| Oct 26, 2018filed May 8, 2019 | SPYSPDR S&P 500 ETF TRUST · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
| Sep 5, 2018filed May 8, 2019 | MDYSPDR S&P MIDCAP 400 ETF TRUST · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Aug 17, 2018filed May 8, 2019 | FDFundStone Ridge Reinsurance Fund [Ab] | Sale | $15K – $50K | ↗ | — |
| Jun 15, 2018filed May 8, 2019 | VWNAXVanguard/Windsor II Admiral (vwnax) [Ab] · Stock |
Purchase | $1K – $15K | ↗ | … |
| Jun 6, 2018filed May 8, 2019 | JNKDR bloomberg barclays High Yield bond ETF · Stock |
Sale | $15K – $50K | Spouse · ↗ | … |
| Mar 29, 2018filed May 8, 2019 | MAIPXMAI MANAgED VoLATILITY (maipx) [Ab] · Stock |
Sale | $50K – $100K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | QQQInvesco QQQ Trust, Series 1 · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | UNHUNITEDHEALTH GROUP INC · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | PKBInvesco Dynamic building & Construction ETF (PKb) · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | MRKMerck & Co., Inc. · Stock |
Sale | $1K – $15K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | FDFundMAI Managed Volatilty Fund MAIPX | Sale | $100K – $250K | ↗ | — |
| Mar 29, 2018filed May 8, 2019 | NKENIKE, Inc. · Stock |
Purchase | $1K – $15K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | BLKBlackRock, Inc. · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | QQQInvesco QQQ Trust, Series 1 · Stock |
Purchase | $50K – $100K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | ODVYXoppenheimer Developing Markets (odvyx) [Ab] · Stock |
Purchase | $15K – $50K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | IWMiShares Russell 2000 ETF · Stock |
Purchase | $50K – $100K | ↗ | … |
| Mar 29, 2018filed May 8, 2019 | QQQInvesco QQQ Trust, Series 1 · Stock |
Purchase | $15K – $50K | ↗ | … |
The 100 most recently filed of 330 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/J000295.
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number David P. Joyce reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Stocks124 lines$4.0M
- Mutual funds34 lines$3.4M
- Exchange-traded funds16 lines$792K
- Government securities & agency debt8 lines$666K
- Corporate securities (bonds & notes)2 lines$150K
- Bank accounts, money market accounts & CDs2 lines$65K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| ABMIX AMG Manager Fair Pointe Midcap Fund | Mutual funds | — | $100,001 - $250,000 |
| ABMIX AMG Manager Fair Pointe Midcap Fund | Mutual funds | — | $100,001 - $250,000 |
| Aston/Fairpointe Mid Cap I Fund | Mutual funds | — | $100,001 - $250,000 |
| Aston/Fairpointe Mid Cap I Fund | Mutual funds | — | $100,001 - $250,000 |
| FFRHX Fidelity Floating Rate High Income Fund | Government securities & agency debt | — | $100,001 - $250,000 |
| FFRHX Fidelity Floating Rate High Income Fund | Government securities & agency debt | — | $100,001 - $250,000 |
| Fidelity Limited Term Municipal Income Fund | Mutual funds | — | $100,001 - $250,000 |
| Fidelity Limited Term Municipal Income Fund | Mutual funds | — | $100,001 - $250,000 |
| Fidelity Limited Term Municipal Income Fund FSTFX | Mutual funds | — | $100,001 - $250,000 |
| Fidelity Limited Term Municipal Income Fund FSTFX | Mutual funds | — | $100,001 - $250,000 |
| IWF iShares Russell 1000 Growth ETF (IWF) | Stocks | — | $100,001 - $250,000 |
| IWF iShares Russell 1000 Growth ETF (IWF) | Stocks | — | $100,001 - $250,000 |
| IWF iShares Russell 1000 Growth ETF (IWF) | Stocks | — | $100,001 - $250,000 |
| IWF iShares Russell 1000 Growth ETF (IWF) | Stocks | — | $100,001 - $250,000 |
| MAI MANAGED | Mutual funds | — | $100,001 - $250,000 |
| MAI MANAGED | Mutual funds | — | $100,001 - $250,000 |
| OPPENHEIMER DEVELOPING MARKETS | Mutual funds | — | $100,001 - $250,000 |
| OPPENHEIMER DEVELOPING MARKETS | Mutual funds | — | $100,001 - $250,000 |
| SPY Spyder S&P 500 ETF Trust | Exchange-traded funds | — | $100,001 - $250,000 |
| SPY Spyder S&P 500 ETF Trust | Exchange-traded funds | — | $100,001 - $250,000 |
| VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Stocks | — | $100,001 - $250,000 |
| VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Stocks | — | $100,001 - $250,000 |
| VANGUARD WINDSOR | Mutual funds | — | $100,001 - $250,000 |
| VANGUARD WINDSOR | Mutual funds | — | $100,001 - $250,000 |
| 40054L2M5 GS FinCorp zero Coupon 9/25/18 | Corporate securities (bonds & notes) | — | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed Aug 13, 2026 · 188 assets, 3 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 13, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 12, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 12, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 12, 2022Filing ↗
- Annual · 2020House Clerk · filed Jul 30, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 26, 2020Filing ↗
- Amendment · 2018House Clerk · filed Oct 17, 2019Filing ↗
- Annual · 2018House Clerk · filed Jun 13, 2019Filing ↗
- Amendment · 2017House Clerk · filed Oct 9, 2018Filing ↗
- Annual · 2017House Clerk · filed Jun 14, 2018Filing ↗
- Amendment · 2016House Clerk · filed Dec 12, 2017Filing ↗
- Amendment · 2016House Clerk · filed Dec 6, 2017Filing ↗
- Annual · 2016House Clerk · filed Jun 21, 2017Filing ↗
- Amendment · 2015House Clerk · filed Aug 10, 2016Filing ↗
- Annual · 2015House Clerk · filed Jun 2, 2016Filing ↗








































