
David B. McKinley
456 disclosed transactions · Dec 27, 2013 – Sep 21, 2022
$2.8M – $12.5M
Traded, all time
456 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
38%
Household trades
spouse, joint or child
5.5%
Filed late
avg 41 days to disclose
What they hold
David B. McKinley
Stock portfolio
$4.7M – $10.8M in disclosed securities · R-WV · House · 2021 filing

VEA
IEFA
IWBMisc
- MAGQX9.7%
- AGG5.8%
- VEA5.8%
- MSWV5.3%
- MUB4.9%
- IEFA4.9%
- IWB4.8%
- IGSB3.2%
- Misc55%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$5.9M – $16.3M
Disclosed assets, 2021
99 holdings · filed May 12, 2022
- Securities89$7.4M 66%
- Real estate3$3.1M 28%
- Other1$375K 3%
- Insurance3$191K 2%
- Private1$33K 0%
- Other2$16K 0%
Band is the reported range; the line is its midpoint.