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Hon. David Trone - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Hon. David Trone

MD-06

Filed February 28, 2026

View Original Document

Transactions

0

Assets

66

Liabilities

2

Details

Report Title: Financial Disclosure Report
Submission Method: Electronic
Signed By: Hon. David Trone
Signed Date: February 27, 2026

Assets

66 assets

Arizona Fine Wine and Spirits LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$5M - $25M

California Fine Wine & Spirits LLC

Liabilities

2 liabilities

PNC Bank, N.A.

Business Loan

Self

Amount

$5M - $25M

PNC Bank, N.A.

Business Loan

Self

Amount

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$5M - $25M

Cherry Hill Wine & Spirits, Inc.

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: S Corporation Income($5M)

Value

$1M - $5M

Colorado Fine Wines & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$1M - $5M

Connecticut Fine Wine and Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$1M - $5M

DRT Wine & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

Not disclosed

DT Georgia Holdings Inc.

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($50K - $100K)

Value

$500K - $1M

DT Virginia Fine Wines, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$500K - $1M

Fidelity 401(k) ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$1K - $15K

Fidelity 401(k) ⇒ Fidelity Small Cap Index Fund (FSSNX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$500K - $1M

Fine Wines & Spirits of North Texas, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($5M)

Value

Not disclosed

Florida Fine Wine and Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$1M - $5M

GFWS Holdings, Inc. ⇒ Georgia Fine Wine, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$1M - $5M

GFWS Holdings, Inc. ⇒ Loan receivable from Retail Services & Systems, Inc.

Debts Owed to the Filer

SelfIncome: Interest($5K - $15K)

Value

$500K - $1M

Indiana Fine Wine & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$1M - $5M

Insurance Trust 1 ⇒ Alphabet Inc. - Class A (GOOGL)

Stocks (including ADRs)

SpouseIncome: Capital Gains, Dividends($50K - $100K)

Value

$1M - $5M

Insurance Trust 1 ⇒ Apple Inc. (AAPL)

Stocks (including ADRs)

SpouseIncome: Dividends($5K - $15K)

Value

$1M - $5M

Insurance Trust 1 ⇒ Broadcom Inc. (AVGO)

Stocks (including ADRs)

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

Insurance Trust 1 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1K)

Value

$100K - $250K

Insurance Trust 1 ⇒ Eaton Corporation plc (ETN)

Stocks (including ADRs)

SpouseIncome: Capital Gains, Dividends($15K - $50K)

Value

$250K - $500K

Insurance Trust 1 ⇒ iShares Semiconductor ETF (SOXX)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Capital Gains, Dividends($15K - $50K)

Value

Not disclosed

Insurance Trust 1 ⇒ JPMorgan Growth Advantage Fund I (JGASX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($15K - $50K)

Value

$250K - $500K

Insurance Trust 1 ⇒ Mass Mutual Life Insurance Policy

Whole/Universal Insurance

SpouseIncome: Tax-Deferred

Value

$500K - $1M

Insurance Trust 1 ⇒ NVIDIA Corporation (NVDA)

Stocks (including ADRs)

SpouseIncome: None

Value

$100K - $250K

Insurance Trust 2 ⇒ Mass Mutual Life Insurance Policy

Whole/Universal Insurance

SpouseIncome: None

Value

$1M - $5M

JP Morgan Bank Accounts

Bank Accounts, Money Market Accounts and CDs

JointIncome: None

Value

$500K - $1M

JP Morgan Investment Account 2 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest

Value

Not disclosed

JP Morgan Investment Account ⇒ JPMorgan 100% U.S. Treasury Securities Money Mkt Fd - Inst (JTSXX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends

Value

Not disclosed

JP Morgan Investment Account ⇒ JPMorgan Prime Money Market Fund - Institutional (JINXX)

Mutual FundsExcepted Investment Fund

JointIncome: Dividends

Value

Not disclosed

JP Morgan Investment Account ⇒ JPMorgan US Treasury Plus Money Market Fund Institutional Shares (IJTXX)

Bank Accounts, Money Market Accounts and CDs

JointIncome: Dividends($100K - $1M)

Value

$1M - $5M

JP Morgan Investment Account ⇒ JPM TR I Tax Free Reserve Sweep FD

Bank Accounts, Money Market Accounts and CDs

JointIncome: Capital Gains, Interest($1 - $200)

Value

Not disclosed

JP Morgan Revocable Trust 3 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Interest($201 - $1K)

Value

$15K - $50K

JP Morgan Revocable Trust 3 ⇒ Fidelity 500 Index Fund (FXAIX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($15K - $50K)

Value

$50K - $100K

JP Morgan Revocable Trust 3 ⇒ Fidelity International Index Fund (FSPSX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Revocable Trust 3 ⇒ iShares Core S&P Mid-Cap ETF (IJH)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Capital Gains, Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Growth ETF (IWF)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ iShares Russell 1000 Value ETF (IWD)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Growth ETF (IVW)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ iShares S&P 500 Value ETF (IVE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Canada ETF (BBCA)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$50K - $100K

JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Europe ETF (BBEU)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$1K - $15K

JP Morgan Revocable Trust 3 ⇒ JPMorgan BetaBuilders Japan ETF (BBJP)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Dividends($1K - $2.5K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio International Unconstrained Fund (CMIUX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($5K - $15K)

Value

$500K - $1M

JP Morgan Revocable Trust 3 ⇒ Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Capital Gains, Dividends($5K - $15K)

Value

$1M - $5M

JP Morgan Revocable Trust 3 ⇒ SPDR Select Sector Fund - Financial (XLF)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Capital Gains, Dividends($2.5K - $5K)

Value

$100K - $250K

JP Morgan Revocable Trust 3 ⇒ State Street Industrial Select Sector SPDR ETF (XLI)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: None

Value

$1K - $15K

JPM Roth IRA 2 ⇒ Cash

Bank Accounts, Money Market Accounts and CDs

SpouseIncome: Tax-Deferred

Value

$1K - $15K

JPM Roth IRA 2 ⇒ iShares Semiconductor ETF (SOXX)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

JPM Roth IRA 2 ⇒ iShares S&P 500 Value ETF (IVE)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$15K - $50K

JPM Roth IRA 2 ⇒ JPMorgan U.S. Equity Fund I Class (JUESX)

Mutual FundsExcepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$50K - $100K

JPM Roth IRA 2 ⇒ Vanguard Total Stock Market ETF (VTI)

Exchange Traded Funds (ETF)Excepted Investment Fund

SpouseIncome: Tax-Deferred

Value

$100K - $250K

JPM Roth IRA ⇒ JPMorgan U.S. Equity Fund I Class (JUESX)

Mutual FundsExcepted Investment Fund

SelfIncome: Tax-Deferred

Value

$250K - $500K

Kentucky Fine Wines & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$250K - $500K

Loan receivable from H. Alhadeff (Seattle, WA)

Debts Owed to the Filer

SelfIncome: Interest

Value

Not disclosed

Massachusetts Fine Wines and Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$1M - $5M

Minnesota Fine Wine & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($1M - $5M)

Value

$1M - $5M

Nevada Fine Wine & Spirits LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$1M - $5M

New York Fine Wines & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

Not disclosed

PNC Bank Accounts

Bank Accounts, Money Market Accounts and CDs

JointIncome: Interest($1 - $200)

Value

$100K - $250K

Retail Services & Systems, Inc.

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: S Corporation Income($1M - $5M)

Value

$5M - $25M

Southeastern Fine Wine LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$500K - $1M

TFWS, Inc.

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: S Corporation Income($5M)

Value

$1M - $5M

Washington Fine Wine and Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$1M - $5M

Wichita Fine Wine & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

Not disclosed

Wisconsin Fine Wines & Spirits, LLC

Ownership Interest (Engaged in a Trade or Business)

SelfIncome: Partnership Income($100K - $1M)

Value

$250K - $500K

$5M - $25M