David P. Joyce

Following their disclosures vs. same money in SPY: -67.4 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	MAI Managed stock (private)	$50K–$100K	2025-01-10	2025-02-07	PDF →
SELL	MAI Managed Income Fund HN	$50K–$100K	2024-11-19	2024-12-18	PDF →
SELL	XB XBI	$15K–$50K	2023-06-30	2024-08-06 LATE	PDF →
SELL	GB GBDC	$1K–$15K	2023-06-30	2024-08-06 LATE	PDF →
SELL	BL BLK	$15K–$50K	2023-06-30	2024-08-06 LATE	PDF →
SELL	TR TRP	$1K–$15K	2023-06-23	2024-08-06 LATE	PDF →
SELL	C C	$1K–$15K	2023-06-22	2024-08-06 LATE	PDF →
SELL	BA BA	$15K–$50K	2023-06-19	2024-08-06 LATE	PDF →
SELL	GB GBDC	$15K–$50K	2023-06-19	2024-08-06 LATE	PDF →
SELL	IW IWF	$15K–$50K	2023-06-19	2024-08-06 LATE	PDF →
BUY	VC VCSH	$15K–$50K	2022-07-14	2024-08-06 LATE	PDF →
SELL	GB GBDC	$15K–$50K	2022-07-14	2024-08-06 LATE	PDF →
SELL	GB GBDC	$15K–$50K	2022-07-12	2024-08-06 LATE	PDF →
SELL	PA PAVE	$1K–$15K	2022-05-19	2022-06-09	PDF →
BUY	PP PPA	$1K–$15K	2022-05-19	2022-06-09	PDF →
SELL	VC VCSH	$1K–$15K	2022-05-17	2022-06-09	PDF →
SELL	AM AMJ	$1K–$15K	2021-09-14	2021-09-30	PDF →
BUY	MD MDY	$1K–$15K	2021-09-14	2021-09-30	PDF →
BUY	PA PAVE	$1K–$15K	2020-12-11	2021-07-27 LATE	PDF →
SELL	IW IWM	$1K–$15K	2020-12-09	2021-07-27 LATE	PDF →
BUY	PA PAVE	$1K–$15K	2020-12-09	2021-07-27 LATE	PDF →
SELL	IW IWM	$1K–$15K	2020-12-02	2021-07-27 LATE	PDF →
SELL	FILINg STATUS: New SUbHOLDINg OF: David P. J gS	$15K–$50K	2020-07-02	2021-07-27 LATE	PDF →
SELL	IE IEFA	$15K–$50K	2020-06-26	2021-07-27 LATE	PDF →
SELL	IW IWM	$15K–$50K	2020-06-26	2021-07-27 LATE	PDF →
SELL	IV IVV	$15K–$50K	2020-06-26	2021-07-27 LATE	PDF →
BUY	SP SPY	$1K–$15K	2020-06-08	2021-07-27 LATE	PDF →
BUY	KB KBE	$1K–$15K	2020-06-08	2021-07-27 LATE	PDF →
BUY	VO VONE	$50K–$100K	2020-03-26	2021-07-27 LATE	PDF →
BUY	SP SPY	$1K–$15K	2020-03-11	2021-07-27 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Joyce still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
IW IWF		$758K	36.6%	+330.8%	Jul 2017	Jun 2023
VC VCSH		$282K	13.6%	+19.2%	May 2019	Jul 2022
VE VEA		$135K	6.5%	+115.7%	Jul 2017	Jun 2019
SP SPY		$132K	6.4%	+182.7%	Jul 2017	Jun 2020
VO VONE		$129K	6.2%	+82.1%	Jul 2021	Mar 2020
QQ QQQ		$117K	5.7%	+310.6%	May 2019	Jan 2019
KB KBE		$79K	3.8%	+85.2%	Jul 2017	Jun 2020
IJ IJR		$67K	3.2%	+115.0%	Jul 2020	Jul 2019
IJ IJH		$67K	3.2%	+114.7%	Jul 2020	Jul 2019
BL BLK		$42K	2.0%	+198.2%	May 2019	Jun 2023
PK PKB		$36K	1.7%	+206.9%	Jul 2017	Dec 2018
AM AMZN		$29K	1.4%	+277.4%	Jul 2017	Jul 2017
IV IVV		$29K	1.4%	+157.8%	Jul 2020	Jun 2020
KM KMI		$20K	1.0%	+162.0%	Jul 2017	Jul 2017
DB DBEF		$20K	1.0%	+157.0%	Jul 2017	Jan 2017
ML MLPI		$14K	0.7%	+21.5%	Dec 2025	Mar 2017
MD MDY		$14K	0.7%	+78.2%	Jul 2020	Sep 2021
VG VGT		$14K	0.7%	+248.8%	Jul 2020	Jan 2019
IE IEFA		$13K	0.6%	+99.7%	Jul 2020	Jun 2020
UP UPS		$11K	0.5%	+42.3%	Jul 2017	Jul 2017
IW IWN		$9K	0.5%	+141.4%	Jul 2020	Dec 2019
IV IVE		$9K	0.4%	+139.6%	Jul 2020	Dec 2019
PP PPA		$9K	0.4%	+129.9%	Jun 2022	May 2022
PA PAVE		$8K	0.4%	+112.6%	Jul 2021	May 2022
EF EFA		$8K	0.4%	+100.7%	May 2019	Mar 2018
UN UNH		$8K	0.4%	+93.7%	May 2019	Mar 2018
NK NKE		$7K	0.3%	-42.1%	Jul 2017	Mar 2018
GB GBDC		$3K	0.2%	+33.6%	May 2019	Jun 2023

Filings 25 on file · every disclosure Joyce has made