David P. Joyce

OH14Member10 filings170 transactions
#DateTickerAssetTypeOwnerAmountDocID
12025-01-10MAI ManagedSale (partial)Self$50,001 - $100,00020026736
22024-11-19MAI Managed Income FundSale (partial)Self$50,001 - $100,00020026440
32023-06-30BLKBlackRock, Inc.SaleSelf$15,001 - $50,00020021523
42023-06-30GBDCGolub Capital BDC, Inc. - Closed End FundSale (partial)Self$1,001 - $15,00020021523
52023-06-30XBIRita M. Joyce IRA SPDR Series Trust SPDR S&P Biotech ETFSaleSelf$15,001 - $50,00020021523
62023-06-23TRPRollover TC Energy CorporationSaleSelf$1,001 - $15,00020021523
72023-06-22CRollover Citigroup, Inc.SaleSelf$1,001 - $15,00020021523
82023-06-19BARollover Boeing CompanySaleSelf$15,001 - $50,00020021523
92023-06-19GBDCEnd FundSale (partial)Self$15,001 - $50,00020021523
102023-06-19IWFDavid P. Joyce QSST Trust iShares Russell 1000 Growth ETFSale (partial)Self$15,001 - $50,00020021523
112023-06-19IWFDavid P. Joyce Trust iShares Russell 1000 Growth ETFSale (partial)Self$15,001 - $50,00020021523
122022-07-14GBDCRita M. Joyce IRA Golub Capital BDC, Inc.SaleSelf$15,001 - $50,00020021523
132022-07-14VCSHRollover Vanguard Short-Term Corporate Bond ETFPurchaseSelf$15,001 - $50,00020021523
142022-07-12GBDCRollover Golub Capital BDC, Inc.SaleSelf$15,001 - $50,00020021523
152022-05-19PAVEGlobal X Funds Global X U.S. Infrastructure Development ETFSaleSelf$1,001 - $15,00020021183
162022-05-19PPA& KAJ joint account Invesco Aerospace & Defense ETFPurchaseSelf$1,001 - $15,00020021183
172022-05-17VCSHVanguard Short-Term Corporate Bond ETFSaleSelf$1,001 - $15,00020021184
182021-09-14AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNSaleSelf$1,001 - $15,00020019546
192021-09-14MDY& KAJ joint account SPDR MidCap Trust Series IPurchaseSelf$1,001 - $15,00020019546
202020-12-11PAVE& KAJ joint account global X Funds global X U.S. Infrastructure Development ETFPurchaseSelf$1,001 - $15,00020018692
212020-12-09PAVEDavid P. Joyce QSST Trust global X Funds global X U.S. Infrastructure Development ETFPurchaseSelf$1,001 - $15,00020018692
222020-12-09IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETFSaleSelf$1,001 - $15,00020018692
232020-12-02IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETFSaleSelf$1,001 - $15,00020018692
242020-07-02FIDELITY LIMITED TERM MUNI INCOME FUND [gS]SaleSelf$15,001 - $50,00020018692
252020-06-26IEFADavid P. Joyce QSST Trust iShares Core MSCI EAFE ETFSaleSelf$15,001 - $50,00020018692
262020-06-26IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFSaleSelf$15,001 - $50,00020018692
272020-06-26IWM& KAJ joint account iShares Russell 2000 ETFSaleSelf$15,001 - $50,00020018692
282020-06-08SPY& KAJ joint account SPDR S&P 500PurchaseSelf$1,001 - $15,00020018692
292020-06-08KBE& KAJ joint account SPDR S&P bank ETFPurchaseSelf$1,001 - $15,00020018692
302020-03-26VONEVanguard Russell 1000 ETFPurchaseSelf$50,001 - $100,00020018692
312020-03-11SPY& KAJ joint account SPDR S&P 500PurchaseSelf$1,001 - $15,00020018692
322020-02-25GBDC& KAJ joint account golub Capital BDC, Inc.PurchaseSelf$1,001 - $15,00020018692
332020-01-15Fidelity Advisor Real Eastate Income Z FIKMXSaleSelf$15,001 - $50,00020018692
342020-01-15FIDELITY LIMITED TERM MUNI INCOME FUNDSaleSelf$1,001 - $15,00020018692
352019-12-31David P. Joyce Trust Fidelity Advisor Real Estate Income Z (fikmx) [Ab]PurchaseSelf$1,001 - $15,00020014973
362019-12-31IWNDavid P. Joyce Trust iShares Russell 2000 Value ETFPurchaseSelf$1,001 - $15,00020014973
372019-12-31IVERita M. Joyce IRA iShares S&P 500 Value ETFPurchaseSelf$1,001 - $15,00020014973
382019-09-30Fidelity Advisor Real Estate Income Z (fikmx) [Ab]PurchaseSelf$15,001 - $50,00020014973
392019-09-30David P. Joyce Trust Fidelity Advisor Real Estate income Z (fikmx) [Ab]PurchaseSelf$15,001 - $50,00020014973
402019-09-20MDYRita M. Joyce IRA SPDR MidCap Trust Series IPurchaseSelf$1,001 - $15,00020014973
412019-07-24IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFPurchaseSelf$15,001 - $50,00020014973
422019-07-24IJHDavid P. Joyce Trust iShares Core S&P Mid-Cap ETFPurchaseSelf$1,001 - $15,00020014973
432019-07-24IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETFPurchaseSelf$1,001 - $15,00020014973
442019-07-08AMJJPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNSaleSelf$1,001 - $15,00020014973
452019-06-21SPY& KAJ joint account SPDR S&P 500PurchaseSelf$1,001 - $15,00020014973
462019-06-21VEA& KAJ joint account Vanguard FTSE Developed Markets ETFPurchaseSelf$1,001 - $15,00020014973
472019-05-30David P. Joyce QSST Trust Fidelity FL High Income (ffrhx) [Ab]SaleSelf$15,001 - $50,00020014973
482019-05-30GBDCDavid P. Joyce QSST Trust golub Capital BDC, Inc.PurchaseSelf$15,001 - $50,00020014973
492019-04-03buckeye OH Cent Loc Sch Dist.PurchaseSelf$50,001 - $100,00020014973
502019-04-02bessemer AL gO bd.PurchaseSelf$50,001 - $100,00020014973
512019-03-28Delaware OH Cry Sch Dist.PurchaseSelf$50,001 - $100,00020014973
522019-03-27brookville OH Loc Sch DistPurchaseSelf$50,001 - $100,00020014973
532019-03-25East Muskingum OH Loc Sch Dist.PurchaseSelf$50,001 - $100,00020014973
542019-03-22Rita M. Joyce IRA Fidelity FL Rt High Income (ffhrx) [Ab]SaleSelf$100,001 - $250,00020014973
552019-03-22David P. Joyce Trust Fidelity Limited Term Municipal Inc. (fstfx) [Ab]PurchaseSelf$15,001 - $50,00020014973
562019-03-22VCSH& KAJ joint account Vanguard Short-Term Corporate bond ETFPurchaseSelf$15,001 - $50,00020014973
572019-03-04IEFAiShares Core MSCI EAFE ETFPurchaseSelf$15,001 - $50,00020014973
582019-03-04IVVDavid P. Joyce QSST Trust iShares Core S&P 500 ETFPurchaseSelf$1,001 - $15,00020014973
592019-03-04IJHDavid P. Joyce QSST Trust iShares Core S&P Mid-Cap ETFPurchaseSelf$15,001 - $50,00020014973
602019-03-04IJRDavid P. Joyce Trust iShares Core S&P Small-Cap ETFPurchaseSelf$15,001 - $50,00020014973
612019-01-10QQQRita M. Joyce IRA Invesco QQQ Trust, Series 1SaleSelf$1,001 - $15,00020014973
622019-01-10QQQ& KAJ joint account Invesco QQQ Trust, Series 1SaleSelf$1,001 - $15,00020014973
632019-01-10VGT& KAJ joint account Vanguard Information Tech ETFPurchaseSelf$1,001 - $15,00020014973
642018-12-21Rollover Aston/Fairpointe Mid Cap 1 fund [Ab]SaleSelf$100,001 - $250,00020008517
652018-12-21GBDCRollover golub Capital BDC, Inc.PurchaseSelf$15,001 - $50,00020008517
662018-12-21IWMRollover iShares Russell 2000 ETFSaleSelf$100,001 - $250,00020008517
672018-12-18David P. Joyce Trust Vanguard/Windsor II Admiral (vwnax) [Ab]PurchaseSelf$1,001 - $15,00020008517
682018-12-14David P. Joyce Trust MAI Managed Volatility Fund (maipx) [Ab]PurchaseSelf$1,001 - $15,00020008517
692018-12-11Rollover Fidelity High Income Fund [Ab]SaleSelf$50,001 - $100,00020008517
702018-12-11Fidelity Limited Term Municipal (fstfx) [Ab]PurchaseSelf$100,001 - $250,00020008517
712018-12-11David P. Joyce QSST Trust Fidelity Limited Term Municipal Inc (fstfx) [Ab]PurchaseSelf$100,001 - $250,00020008517
722018-12-11Harbor International (hainx) [Ab]PurchaseSelf$15,001 - $50,00020008517
732018-12-11David P. Joyce Trust Harbor International HAINX [Ab]SaleSelf$100,001 - $250,00020008517
742018-12-11PKBInvesco Dynamic building & Construction ETFSaleSelf$15,001 - $50,00020008517
752018-12-11PCYDavid P. Joyce QSST Trust Invesco Emerging Markets Sovereign Debt ETFSaleSelf$15,001 - $50,00020008517
762018-12-11QQQRollover Invesco QQQ Trust, Series 1SaleSelf$50,001 - $100,00020008517
772018-12-11IWODavid P. Joyce Trust iShares Russell 2000 growth ETFSaleSelf$15,001 - $50,00020008517
782018-12-11Rita M. Joyce IRA MAI Managed Volatility Fund (maipx) [Ab]PurchaseSelf$50,001 - $100,00020008517
792018-12-11MAI Managed Volatility Fund (maipx) [Ab]PurchaseSelf$100,001 - $250,00020008517
802018-12-11JNK& KAJ joint account SPDR bloomberg barclays High Yield bond ETFSaleSelf$50,001 - $100,00020008517
812018-12-11Rollover Templeton global bond [Ab]SaleSelf$50,001 - $100,00020008517
822018-12-11VCSH& KAJ joint account Vanguard Short-Term Corporate bond ETFPurchaseSelf$100,001 - $250,00020008517
832018-12-11VCSHDavid P. Joyce Trust Vanguard Short-Term Corporate bond ETFPurchaseSelf$15,001 - $50,00020008517
842018-10-26SPY& KAJ joint account SPDR S&P 500PurchaseSelf$15,001 - $50,00020008517
852018-09-05MDYRita M. Joyce IRA SPDR MidCap Trust Series ISaleSelf$15,001 - $50,00020008517
862018-08-17Rollover Stone Ridge Reinsurance Fund [Ab]SaleSelf$15,001 - $50,00020008517
872018-06-15Rita M. Joyce IRA Vanguard/Windsor II Admiral (vwnax) [Ab]PurchaseSelf$1,001 - $15,00020008517
882018-06-06JNKDavid P. Joyce Trust SPDR bloomberg barclays High Yield bond ETFSaleSelf$15,001 - $50,00020008517
892018-03-29BLKDavid P. Joyce Trust blackRock, Inc.PurchaseSelf$15,001 - $50,00020008517
902018-03-29DISCARollover Discovery, Inc. - Series ASaleSelf$1,001 - $15,00020008517
912018-03-29PKBInvesco Dynamic building & Construction ETFPurchaseSelf$1,001 - $15,00020008517
922018-03-29PKBDavid P. Joyce Trust Invesco Dynamic building & Construction ETFPurchaseSelf$1,001 - $15,00020008517
932018-03-29QQQDavid P. Joyce Trust Invesco QQQ Trust, Series 1PurchaseSelf$1,001 - $15,00020008517
942018-03-29QQQDavid P. Joyce QSST Trust Invesco QQQ Trust, Series 1PurchaseSelf$50,001 - $100,00020008517
952018-03-29QQQRita M. Joyce IRA Invesco QQQ Trust, Series 1PurchaseSelf$15,001 - $50,00020008517
962018-03-29EFARita M. Joyce IRA iShares MSCI EAFE ETFPurchaseSelf$1,001 - $15,00020008517
972018-03-29IWMDavid P. Joyce Trust iShares Russell 2000 ETFPurchaseSelf$50,001 - $100,00020008517
982018-03-29AMJRita M. Joyce IRA JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETNPurchaseSelf$1,001 - $15,00020008517
992018-03-29Rollover MAI MANAGED VOLATILITY (maipx) [Ab]SaleSelf$50,001 - $100,00020008517
1002018-03-29David P. Joyce Trust MAI Managed Volatilty Fund MAIPXSaleSelf$100,001 - $250,00020008517
1012018-03-29MRKDavid P. Joyce Trust Merck & Company, Inc. Common StockSaleSelf$1,001 - $15,00020008517
1022018-03-29NKERollover Nike, Inc.PurchaseSelf$1,001 - $15,00020008517
1032018-03-29Rollover oppenheimer Developing Markets (odvyx) [Ab]PurchaseSelf$15,001 - $50,00020008517
1042018-03-29KBE& KAJ joint account SPDR S&P bank ETFPurchaseSelf$1,001 - $15,00020008517
1052018-03-29UNHRollover UnitedHealth group Incorporated Common StockPurchaseSelf$1,001 - $15,00020008517
1062018-03-23David P. Joyce QSST Trust gS S&P 500 buffered Equity fund [oT]SaleSelf$50,001 - $100,00020008517
1072018-01-16VEARollover Vanguard FTSE Developed Markets ETFPurchaseSelf$1,001 - $15,00020008517
1082017-07-12MDY& KAJ joint account SPDR MidCap Trust Series ISaleSelf$1,001 - $15,00020008517
1092017-07-12SPY& KAJ joint account SPDR S&P 500PurchaseSelf$1,001 - $15,00020008517
1102017-07-07MDYSPDR MidCap Trust Series ISaleSelf$1,001 - $15,00020005383
1112017-07-07SPY& KAJ joint account SPDR S&P 500PurchaseSelf$1,001 - $15,00020005383
1122017-07-03AMZNAmazon.com, Inc.PurchaseSelf$1,001 - $15,00020008517
1132017-07-03DVMTRollover Dell Technologies Inc. Class VSaleSelf$1,001 - $15,00020008517
1142017-07-03David P. Joyce Trust general Electric Company (gE)SaleSelf$15,001 - $50,00020008517
1152017-07-03KMIRita M. Joyce IRA Kinder Morgan, Inc.PurchaseSelf$1,001 - $15,00020008517
1162017-07-03METRollover MetLife, Inc.SaleSelf$15,001 - $50,00020008517
1172017-07-03NKERollover Nike, Inc.PurchaseSelf$1,001 - $15,00020008517
1182017-07-03OXYRollover occidental Petroleum CorporationSaleSelf$1,001 - $15,00020008517
1192017-07-03UPS& KAJ joint account United Parcel Service, Inc.PurchaseSelf$1,001 - $15,00020008517
1202017-07-03David P. Joyce Trust WHITING PETE [oT]SaleSelf$1,001 - $15,00020008517
1212017-06-28AMZNAmazon.com, Inc.PurchaseSelf$1,001 - $15,00020005383
1222017-06-28DVMTDell Technologies Inc. Class VSaleSelf$1,001 - $15,00020005383
1232017-06-28& KAJ joint account general Electric Company (gE)SaleSelf$15,001 - $50,00020005383
1242017-06-28KMI& KAJ joint account Kinder Morgan, Inc.PurchaseSelf$1,001 - $15,00020005383
1252017-06-28METRollover MetLife, Inc.SaleSelf$15,001 - $50,00020005383
1262017-06-28NKERollover Nike, Inc.PurchaseSelf$1,001 - $15,00020005383
1272017-06-28OXYoccidental Petroleum CorporationSaleSelf$1,001 - $15,00020005383
1282017-06-28PKB& KAJ joint account PowerShares Dynamic build & ConstructionPurchaseSelf$15,001 - $50,00020005383
1292017-06-28PKBDavid P. Joyce Trust PowerShares Dynamic build & ConstructionPurchaseSelf$15,001 - $50,00020005383
1302017-06-28KBE& KAJ joint account SPDR S&P bank ETFPurchaseSelf$15,001 - $50,00020005383
1312017-06-28KBEDavid P. Joyce Trust SPDR S&P bank ETFPurchaseSelf$15,001 - $50,00020005383
1322017-06-28UPS& KAJ joint account United Parcel Service, Inc.PurchaseSelf$1,001 - $15,00020005383
1332017-06-28WLL& KAJ joint account Whiting Petroleum CorporationSaleSelf$1,001 - $15,00020005383
1342017-05-18EFARita M. Joyce IRA iShares MSCI EAFE ETFSaleSelf$15,001 - $50,00020008517
1352017-05-18VEA& KAJ joint account Vanguard FTSE Developed Markets ETFPurchaseSelf$15,001 - $50,00020008517
1362017-05-18EFA& KAJ joint account iShares MSCI EAFE ETFSaleSelf$15,001 - $50,00020005383
1372017-05-18VEARollover Vanguard FTSE Developed Markets ETFPurchaseSelf$15,001 - $50,00020005383
1382017-03-2040054L2M5PurchaseSelf$50,001 - $100,00020005383
1392017-03-17David P. Joyce Trust PowerShares QQQ Trust, Series 1SaleSelf$1,001 - $15,00020008517
1402017-03-17KBEDavid P. Joyce Trust SPDR S&P bank ETFPurchaseSelf$1,001 - $15,00020008517
1412017-03-17MLPIUBS Ag ETNPurchaseSelf$1,001 - $15,00020008517
1422017-03-17RYHRollover guggenheim S&P 500 Equal Weight Healthcare ETFSaleSelf$1,001 - $15,00020005383
1432017-03-17PKB& KAJ joint account PowerShares Dynamic build & ConstructionPurchaseSelf$1,001 - $15,00020005383
1442017-03-17KBE& KAJ joint account SPDR S&P bank ETFPurchaseSelf$1,001 - $15,00020005383
1452017-03-17MLPIUBS Ag ETNPurchaseSelf$1,001 - $15,00020005383
1462017-03-13QQQDavid P. Joyce QSST Trust PowerShares QQQ Trust, Series 1SaleSelf$1,001 - $15,00020005383
1472017-03-13MLPI& KAJ joint account UBS Ag ETNPurchaseSelf$1,001 - $15,00020005383
1482017-02-23& KAJ joint account iShares Nasdaq biotechnology Index Fund (Ibb)SaleSelf$1,001 - $15,00020008517
1492017-02-23XBI& KAJ joint account SPDR Series Trust SPDR S&P biotech ETFPurchaseSelf$1,001 - $15,00020008517
1502017-02-17& KAJ joint account iShares Nasdaq biotechnology Index Fund (Ibb)SaleSelf$1,001 - $15,00020005383
1512017-02-17XBIDavid P. Joyce QSST Trust SPDR Series Trust SPDR S&P biotech ETFPurchaseSelf$1,001 - $15,00020005383
1522017-01-30IWFDavid P. Joyce QSST Trust iShares Russell 1000 growth ETFPurchaseSelf$100,001 - $250,00020005383
1532017-01-26CISGXSaleSelf$15,001 - $50,00020005383
1542017-01-26CISGXSaleSelf$100,001 - $250,00020005383
1552017-01-26IWFRollover iShares Russell 1000 growth ETFPurchaseSelf$15,001 - $50,00020005383
1562017-01-05EFAiShares MSCI EAFE ETFSaleSelf$1,001 - $15,00020008517
1572017-01-05DBEFXtrackers MSCI EAFE Hedged Equity ETFPurchaseSelf$1,001 - $15,00020008517
1582017-01-05DBEFRollover Deutsche X-trackers MSCI EAFE Hedged Equity ETFPurchaseSelf$1,001 - $15,00020005383
1592017-01-05EFA& KAJ joint account iShares MSCI EAFE ETFSaleSelf$1,001 - $15,00020005383
1602016-12-21Rollover Aston Small CapitolSaleSelf$50,001 - $100,00020005383
1612016-12-21ATSIXSaleSelf$15,001 - $50,00020005383
1622016-12-21IWM& KAJ joint account iShares Russell 2000 ETFPurchaseSelf$15,001 - $50,00020005383
1632016-10-19IWMDavid P. Joyce Trust iShares Russell 2000 ETFSaleSelf$1,001 - $15,00020005383
1642016-10-19IWMDavid P. Joyce QSST Trust iShares Russell 2000 ETFSaleSelf$1,001 - $15,00020005383
1652016-10-19PKBRollover PowerShares Dynamic build & ConstructionPurchaseSelf$1,001 - $15,00020005383
1662016-10-19PKBPowerShares Dynamic build & ConstructionPurchaseSelf$1,001 - $15,00020005383
1672016-08-09Rollover touchstone sands capital growthSaleSelf$1,001 - $15,00020005383
1682016-07-18QIHU& KAJ joint account Qihoo 360 Technology Co. Ltd. American Depositary Shares, every 2 of which representing three Class A ordinary SharesExchangeSelf$1,001 - $15,00020005383
1692016-05-23NRERollover NorthStar Realty Europe Corp.SaleSelf$1,001 - $15,00020005383
1702016-05-23NRFNorthStar Realty Finance Corp. Common StockSaleSelf$1,001 - $15,00020005383