house · trading 2023-05-11 → 2025-02-11
*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 |
|---|---|---|---|---|---|---|
| 2025-02-11 | SPGI | SELL | $15K–$50K | $511.36 | $437.84 2026-07-13 | +14.4% exit |
| 2023-08-03 | WTKWY | SELL | $1K–$15K | $122.56 | $71.20 2026-07-13 | +41.9% exit |
| 2023-08-03 | SIGCY | SELL | $1K–$15K | — | — | — exit |
| 2023-05-11 | GS | SELL | $15K–$50K | $320.72 | $1045.91 2026-07-13 | -226.1% exit |
| 2023-05-11 | GS | SELL | $1K–$15K | $320.72 | $1045.91 2026-07-13 | -226.1% 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 |
|---|---|
| Alan S. Lowenthal | 2 · GS, SPGI |
| Josh Gottheimer | 2 · GS, SPGI |
| Thomas H Tuberville | 2 · GS, SPGI |
| David P. Roe | 2 · GS, SPGI |
| Markwayne Mullin | 2 · GS, SPGI |
| John A. Yarmuth | 2 · GS, SPGI |
| Katherine M. Clark | 2 · GS, SPGI |
| Jared Moskowitz | 2 · GS, SPGI |
| John Curtis | 2 · GS, SPGI |
| Rick Larsen | 2 · GS, SPGI |
| Lois Frankel | 1 · GS |
| Thomas R Carper | 1 · GS |