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 | $20.79 2026-08-27 | -10.1% rt |
| 2022-01-14 | TELL | BUY | $1K–$15K | — | — | — |
| 2022-01-14 | ORMP | SELL | $1K–$15K | $11.05 | $5.10 2026-08-27 | +53.9% exit |
| 2021-10-01 | TELL | BUY | $1K–$15K | — | — | — |
| 2021-10-01 | OSW | SELL | $1K–$15K | $10.36 | $26.17 2026-08-27 | +1.1% rt |
| 2021-10-01 | ORMP | SELL | $1K–$15K | $20.93 | $5.10 2026-08-27 | +114.0% rt |
| 2021-10-01 | GAP | BUY | $1K–$15K | $23.57 | $20.79 2026-08-27 | -11.8% |
| 2021-06-07 | VMCCX | BUY | $1K–$15K | $48.65 | $48.76 2026-08-27 | +0.2% |
| 2021-06-03 | NEWFX | SELL | $1K–$15K | $95.26 | $108.98 2026-08-27 | -14.4% exit |
| 2021-06-03 | CATX | SELL | $1K–$15K | $9.20 | $3.18 2026-08-27 | +65.4% exit |
| 2021-06-03 | AIVSX | SELL | $1K–$15K | $49.87 | $69.61 2026-08-27 | -39.6% exit |
| 2021-04-23 | OSW | BUY | $1K–$15K | $10.25 | $26.17 2026-08-27 | +155.3% |
| 2021-04-23 | ORMP | BUY | $1K–$15K | $9.78 | $5.10 2026-08-27 | -47.9% |
| 2021-04-23 | GLNS | SELL | $1K–$15K | $2.50 | $0.80 2026-08-26 | +67.9% exit |
| 2021-04-23 | BAC | SELL | $1K–$15K | $39.18 | $61.17 2026-08-27 | -56.1% 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 |
| John Boozman | 1 · BAC |
| K. Michael Conaway | 1 · BAC |
| Kurt Schrader | 1 · BAC |