DM
David McCormick
Portfolio Range
$3.3M–$7.6M
# Trades
56
# Tickers
4
Latest Filing
Aug 27 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
GS Managed Structured Note Strategy S&P 500 Linked Note30.2%
GS Managed Structured Note Strategy MSCI EAFE Linked Note26.9%
BITB18.6%
PENNSYLVANIA TURNPIKE COMMISSION8.2%
SCHOOL DISTRICT OF NEW GLARUS5.6%
MARYLAND TRANSPORTATION AUTHORITY2.6%
PENNSYLVANIA INFRASTRUCTURE INVESTMENT AUTHORITY2.6%
PENNSBURY SCHOOL DISTRICT2.6%
DELAWARE VALLEY REGIONAL FINANCE AUTHORITY2.6%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 56 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $50K–$100K | — | Spouse | Aug 19 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $250K–$500K | — | Spouse | Aug 18 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 17 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 17 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 12 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 12 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 11 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 10 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $250K–$500K | — | Spouse | Aug 10 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 05 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 05 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 04 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 04 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 03 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy S&P 500 Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Aug 03 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Jul 28 '26 | Aug 27 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Jul 21 '26 | Jul 29 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $100K–$250K | — | Spouse | Jul 14 '26 | Jul 29 '26 |
| — | GS Managed Structured Note Strategy MSCI EAFE Linked Note | Stock | Buy | $250K–$500K | — | Spouse | Jul 08 '26 | Jul 29 '26 |
| — | PENNSYLVANIA TURNPIKE COMMISSION | Stock | Buy | $250K–$500K | — | Spouse | Jan 30 '26 | Feb 22 '26 |
| — | MARYLAND TRANSPORTATION AUTHORITY | Stock | Buy | $100K–$250K | — | Spouse | Jan 30 '26 | Feb 22 '26 |
| — | PENNSYLVANIA INFRASTRUCTURE INVESTMENT AUTHORITY | Stock | Buy | $100K–$250K | — | Spouse | Jan 29 '26 | Feb 22 '26 |
| — | PENNSBURY SCHOOL DISTRICT | Stock | Buy | $100K–$250K | — | Spouse | Jan 28 '26 | Feb 22 '26 |
| — | PENNSYLVANIA TURNPIKE COMMISSION | Stock | Buy | $100K–$250K | — | Spouse | Jan 27 '26 | Feb 22 '26 |
| — | DELAWARE VALLEY REGIONAL FINANCE AUTHORITY | Stock | Buy | $100K–$250K | — | Spouse | Jan 26 '26 | Feb 22 '26 |
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