house · trading 2021-04-23 → 2025-08-21
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2025-08-21 | GAP | SELL | $1K–$15K | $21.20 | $19.80 2026-07-13 | -10.1% rt |
| 2022-01-14 | TELL | BUY | $1K–$15K | — | — | — |
| 2022-01-14 | ORMP | SELL | $1K–$15K | $11.05 | $3.96 2026-07-13 | +64.2% exit |
| 2021-10-01 | TELL | BUY | $1K–$15K | — | — | — |
| 2021-10-01 | OSW | SELL | $1K–$15K | $10.36 | $26.10 2026-07-13 | +1.1% rt |
| 2021-10-01 | ORMP | SELL | $1K–$15K | $20.93 | $3.96 2026-07-13 | +114.0% rt |
| 2021-10-01 | GAP | BUY | $1K–$15K | $23.57 | $19.80 2026-07-13 | -16.0% |
| 2021-06-07 | VMCCX | BUY | $1K–$15K | $48.65 | $48.70 2026-07-13 | +0.1% |
| 2021-06-03 | NEWFX | SELL | $1K–$15K | $95.26 | $104.95 2026-07-13 | -10.2% exit |
| 2021-06-03 | CATX | SELL | $1K–$15K | $9.20 | $3.09 2026-07-13 | +66.4% exit |
| 2021-06-03 | AIVSX | SELL | $1K–$15K | $49.87 | $67.99 2026-07-13 | -36.3% exit |
| 2021-04-23 | OSW | BUY | $1K–$15K | $10.25 | $26.10 2026-07-13 | +154.6% |
| 2021-04-23 | ORMP | BUY | $1K–$15K | $9.78 | $3.96 2026-07-13 | -59.5% |
| 2021-04-23 | GLNS | SELL | $1K–$15K | $2.50 | $0.80 2026-07-10 | +67.9% exit |
| 2021-04-23 | BAC | SELL | $1K–$15K | $39.18 | $59.50 2026-07-13 | -51.9% exit |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Christopher L. Jacobs | 2 · BAC, TELL |
| John W. Rose | 2 · BAC, AIVSX |
| David A Perdue , Jr | 1 · BAC |
| James B. Renacci | 1 · BAC |
| Alan S. Lowenthal | 1 · BAC |
| Sheldon Whitehouse | 1 · BAC |
| SUSAN M COLLINS | 1 · BAC |
| Greg Gianforte | 1 · OSW |
| Pat Roberts | 1 · BAC |
| K. Michael Conaway | 1 · BAC |
| John Boozman | 1 · BAC |
| Kurt Schrader | 1 · BAC |