house · trading 2019-10-03 → 2023-02-16
*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 |
|---|---|---|---|---|---|---|
| 2023-02-16 | WFC | SELL | $50K–$100K | $47.22 | $84.97 2026-08-27 | -79.9% exit |
| 2023-02-16 | MS | SELL | $100K–$250K | $99.57 | $214.86 2026-08-27 | +222.0% rt |
| 2023-02-16 | JPM | SELL | $50K–$100K | $141.82 | $354.22 2026-08-27 | -149.8% exit |
| 2023-02-16 | GS | SELL | $50K–$100K | $370.20 | $1040.87 2026-08-27 | -181.2% exit |
| 2020-03-19 | MS | BUY | $50K–$100K | $30.92 | $214.86 2026-08-27 | +594.9% |
| 2020-03-04 | KTB | SELL | $1K–$15K | $34.55 | $76.48 2026-08-27 | -121.4% exit |
| 2020-03-04 | AAPL | SELL | $1K–$15K | $75.69 | $314.58 2026-08-27 | -315.6% exit |
| 2019-10-03 | VFC | SELL | $15K–$50K | $87.17 | $13.64 2026-08-27 | +84.3% 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 | 5 · AAPL, MS, GS, JPM, WFC |
| Thomas R Carper | 5 · AAPL, MS, GS, JPM, WFC |
| Sheldon Whitehouse | 5 · AAPL, VFC, GS, JPM, WFC |
| SUSAN M COLLINS | 5 · AAPL, VFC, GS, JPM, WFC |
| Shelley M Capito | 5 · AAPL, MS, VFC, JPM, WFC |
| Alan Armstrong | 5 · AAPL, MS, GS, JPM, WFC |
| David P. Roe | 5 · AAPL, VFC, GS, JPM, WFC |
| John A. Yarmuth | 5 · AAPL, MS, GS, JPM, WFC |
| James B. Renacci | 4 · AAPL, MS, JPM, WFC |
| Josh Gottheimer | 4 · AAPL, MS, GS, JPM |
| Lois Frankel | 4 · MS, GS, JPM, WFC |
| Pat Roberts | 4 · AAPL, KTB, JPM, WFC |