https://congress.bpleon.com/ Stock trades disclosed by David P. Joyce, newest filings first, each linked to the official filing. en-us https://congress.bpleon.com/filings/637/trade-637-1Fri, 07 Feb 2025 12:00:00 GMTMAI Managed. Traded Jan 10, 2025, filed Feb 7, 2025 (28 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20026736.pdf https://congress.bpleon.com/filings/3858/trade-3858-1Wed, 18 Dec 2024 12:00:00 GMTMAI Managed Income Fund. Traded Nov 19, 2024, filed Dec 18, 2024 (29 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026440.pdf https://congress.bpleon.com/filings/3857/trade-3857-12Tue, 06 Aug 2024 12:00:00 GMTVanguard Short-Term Corporate Bond ETF (VCSH). Traded Jul 14, 2022, filed Aug 6, 2024 (754 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-11Tue, 06 Aug 2024 12:00:00 GMTTC Energy Corporation (TRP). Traded Jun 23, 2023, filed Aug 6, 2024 (410 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-10Tue, 06 Aug 2024 12:00:00 GMTSPDR Series Trust SPDR S&P Biotech ETF (XBI). Traded Jun 30, 2023, filed Aug 6, 2024 (403 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-9Tue, 06 Aug 2024 12:00:00 GMTiShares Russell 1000 Growth ETF (IWF). Traded Jun 19, 2023, filed Aug 6, 2024 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-8Tue, 06 Aug 2024 12:00:00 GMTiShares Russell 1000 Growth ETF (IWF). Traded Jun 19, 2023, filed Aug 6, 2024 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-7Tue, 06 Aug 2024 12:00:00 GMTGolub Capital BDC, Inc. - Closed End Fund (GBDC). Traded Jun 30, 2023, filed Aug 6, 2024 (403 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-6Tue, 06 Aug 2024 12:00:00 GMTGolub Capital BDC, Inc. - Closed End Fund (GBDC). Traded Jun 19, 2023, filed Aug 6, 2024 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-5Tue, 06 Aug 2024 12:00:00 GMTGolub Capital BDC, Inc. (GBDC). Traded Jul 14, 2022, filed Aug 6, 2024 (754 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-4Tue, 06 Aug 2024 12:00:00 GMTGolub Capital BDC, Inc. (GBDC). Traded Jul 12, 2022, filed Aug 6, 2024 (756 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-3Tue, 06 Aug 2024 12:00:00 GMTCitigroup, Inc. (C). Traded Jun 22, 2023, filed Aug 6, 2024 (411 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-2Tue, 06 Aug 2024 12:00:00 GMTBoeing Company (BA). Traded Jun 19, 2023, filed Aug 6, 2024 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/3857/trade-3857-1Tue, 06 Aug 2024 12:00:00 GMTBlackRock, Inc. (BLK). Traded Jun 30, 2023, filed Aug 6, 2024 (403 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20021523.pdf https://congress.bpleon.com/filings/2848/trade-2848-2Thu, 09 Jun 2022 12:00:00 GMTInvesco Aerospace & Defense ETF (PPA). Traded May 19, 2022, filed Jun 9, 2022 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021183.pdf https://congress.bpleon.com/filings/2848/trade-2848-1Thu, 09 Jun 2022 12:00:00 GMTGlobal X Funds Global X U.S. Infrastructure Development ETF (PAVE). Traded May 19, 2022, filed Jun 9, 2022 (21 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021183.pdf https://congress.bpleon.com/filings/2849/trade-2849-1Thu, 09 Jun 2022 12:00:00 GMTVanguard Short-Term Corporate Bond ETF (VCSH). Traded May 17, 2022, filed Jun 9, 2022 (23 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021184.pdf https://congress.bpleon.com/filings/2205/trade-2205-2Thu, 30 Sep 2021 12:00:00 GMTSPDR MidCap Trust Series I (MDY). Traded Sep 14, 2021, filed Sep 30, 2021 (16 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019546.pdf https://congress.bpleon.com/filings/2205/trade-2205-1Thu, 30 Sep 2021 12:00:00 GMTJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ). Traded Sep 14, 2021, filed Sep 30, 2021 (16 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019546.pdf https://congress.bpleon.com/filings/2204/trade-2204-15Tue, 27 Jul 2021 12:00:00 GMTVanguard Russell 1000 ETF (VONE). Traded Mar 26, 2020, filed Jul 27, 2021 (488 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-14Tue, 27 Jul 2021 12:00:00 GMTSPDR S&P bank ETF (KbE). Traded Jun 8, 2020, filed Jul 27, 2021 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-13Tue, 27 Jul 2021 12:00:00 GMTSPDR S&P 500 (SPY). Traded Mar 11, 2020, filed Jul 27, 2021 (503 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-12Tue, 27 Jul 2021 12:00:00 GMTSPDR S&P 500 (SPY). Traded Jun 8, 2020, filed Jul 27, 2021 (414 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-11Tue, 27 Jul 2021 12:00:00 GMTiShares Russell 2000 ETF (IWM). Traded Dec 9, 2020, filed Jul 27, 2021 (230 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-10Tue, 27 Jul 2021 12:00:00 GMTiShares Russell 2000 ETF (IWM). Traded Jun 26, 2020, filed Jul 27, 2021 (396 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-9Tue, 27 Jul 2021 12:00:00 GMTiShares Russell 2000 ETF (IWM). Traded Dec 2, 2020, filed Jul 27, 2021 (237 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-8Tue, 27 Jul 2021 12:00:00 GMTiShares Core S&P 500 ETF (IVV). Traded Jun 26, 2020, filed Jul 27, 2021 (396 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-7Tue, 27 Jul 2021 12:00:00 GMTiShares Core MSCI EAFE ETF (IEFA). Traded Jun 26, 2020, filed Jul 27, 2021 (396 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-6Tue, 27 Jul 2021 12:00:00 GMTgolub Capital bDC, Inc. (gbDC). Traded Feb 25, 2020, filed Jul 27, 2021 (518 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-5Tue, 27 Jul 2021 12:00:00 GMTglobal X Funds global X U.S. Infrastructure Development ETF (PAVE). Traded Dec 11, 2020, filed Jul 27, 2021 (228 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-4Tue, 27 Jul 2021 12:00:00 GMTglobal X Funds global X U.S. Infrastructure Development ETF (PAVE). Traded Dec 9, 2020, filed Jul 27, 2021 (230 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-3Tue, 27 Jul 2021 12:00:00 GMTFIDELITY LIMITED TERM MUNI INCOME FUND [gS]. Traded Jul 2, 2020, filed Jul 27, 2021 (390 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-2Tue, 27 Jul 2021 12:00:00 GMTFIDELITY LIMITED TERM MUNI INCOME FUND. Traded Jan 15, 2020, filed Jul 27, 2021 (559 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/2204/trade-2204-1Tue, 27 Jul 2021 12:00:00 GMTFidelity Advisor Real Eastate Income Z FIKMX. Traded Jan 15, 2020, filed Jul 27, 2021 (559 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018692.pdf https://congress.bpleon.com/filings/1454/trade-1454-29Thu, 30 Jul 2020 12:00:00 GMTVanguard Short-Term Corporate bond ETF (VCSH). Traded Mar 22, 2019, filed Jul 30, 2020 (496 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-28Thu, 30 Jul 2020 12:00:00 GMTVanguard Information Tech ETF (VgT). Traded Jan 10, 2019, filed Jul 30, 2020 (567 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-27Thu, 30 Jul 2020 12:00:00 GMTVanguard FTSE Developed Markets ETF (VEA). Traded Jun 21, 2019, filed Jul 30, 2020 (405 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-26Thu, 30 Jul 2020 12:00:00 GMTSPDR S&P 500 (SPY). Traded Jun 21, 2019, filed Jul 30, 2020 (405 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-25Thu, 30 Jul 2020 12:00:00 GMTSPDR MidCap Trust Series I (MDY). Traded Sep 20, 2019, filed Jul 30, 2020 (314 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-24Thu, 30 Jul 2020 12:00:00 GMTJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ). Traded Jul 8, 2019, filed Jul 30, 2020 (388 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-23Thu, 30 Jul 2020 12:00:00 GMTiShares S&P 500 Value ETF (IVE). Traded Dec 31, 2019, filed Jul 30, 2020 (212 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-22Thu, 30 Jul 2020 12:00:00 GMTiShares Russell 2000 Value ETF (IWN). Traded Dec 31, 2019, filed Jul 30, 2020 (212 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-21Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P Small-Cap ETF (IJR). Traded Jul 24, 2019, filed Jul 30, 2020 (372 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-20Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P Small-Cap ETF (IJR). Traded Mar 4, 2019, filed Jul 30, 2020 (514 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-19Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P Mid-Cap ETF (IJH). Traded Jul 24, 2019, filed Jul 30, 2020 (372 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-18Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P Mid-Cap ETF (IJH). Traded Mar 4, 2019, filed Jul 30, 2020 (514 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-17Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P 500 ETF (IVV). Traded Jul 24, 2019, filed Jul 30, 2020 (372 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-16Thu, 30 Jul 2020 12:00:00 GMTiShares Core S&P 500 ETF (IVV). Traded Mar 4, 2019, filed Jul 30, 2020 (514 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-15Thu, 30 Jul 2020 12:00:00 GMTiShares Core MSCI EAFE ETF (IEFA). Traded Mar 4, 2019, filed Jul 30, 2020 (514 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf https://congress.bpleon.com/filings/1454/trade-1454-14Thu, 30 Jul 2020 12:00:00 GMTInvesco QQQ Trust, Series 1 (QQQ). Traded Jan 10, 2019, filed Jul 30, 2020 (567 days later). Owner: Self. Official filing: https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014973.pdf