house · trading 2014-12-23 → 2025-05-13
*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 |
|---|---|---|---|---|---|---|
| 2025-05-13 | SAIC | SELL | $1K–$15K | $119.08 | $128.96 2026-08-27 | -8.3% exit |
| 2025-05-13 | LDOS | SELL | $1K–$15K | $155.43 | $139.86 2026-08-27 | +10.0% exit |
| 2025-02-05 | SAIC | SELL | $1K–$15K | $107.03 | $128.96 2026-08-27 | -20.5% exit |
| 2025-02-05 | LDOS | SELL | $1K–$15K | $141.29 | $139.86 2026-08-27 | +1.0% exit |
| 2025-02-05 | D | SELL | $1K–$15K | $54.10 | $66.50 2026-08-27 | -32.9% rt |
| 2024-10-10 | SAIC | SELL | $1K–$15K | $142.74 | $128.96 2026-08-27 | +9.7% exit |
| 2024-10-10 | LDOS | SELL | $1K–$15K | $164.55 | $139.86 2026-08-27 | +15.0% exit |
| 2024-07-02 | SAIC | SELL | $1K–$15K | $116.46 | $128.96 2026-08-27 | -10.7% exit |
| 2024-07-02 | LDOS | SELL | $1K–$15K | $145.86 | $139.86 2026-08-27 | +4.1% exit |
| 2024-07-02 | D | SELL | $1K–$15K | $48.54 | $66.50 2026-08-27 | -37.5% rt |
| 2024-03-18 | SAIC | SELL | $1K–$15K | $128.40 | $128.96 2026-08-27 | -0.4% exit |
| 2024-03-18 | LDOS | SELL | $1K–$15K | $126.35 | $139.86 2026-08-27 | -10.7% exit |
| 2024-03-18 | D | SELL | $1K–$15K | $48.51 | $66.50 2026-08-27 | -38.7% rt |
| 2023-11-13 | SAIC | SELL | $1K–$15K | $113.78 | $128.96 2026-08-27 | -13.3% exit |
| 2023-11-13 | LDOS | SELL | $15K–$50K | $104.41 | $139.86 2026-08-27 | -34.0% exit |
| 2023-11-13 | D | SELL | $1K–$15K | $44.53 | $66.50 2026-08-27 | -43.4% rt |
| 2023-08-15 | SAIC | SELL | $1K–$15K | $119.61 | $128.96 2026-08-27 | -7.8% exit |
| 2023-08-15 | LDOS | SELL | $1K–$15K | $97.60 | $139.86 2026-08-27 | -43.3% exit |
| 2023-08-15 | D | SELL | $1K–$15K | $47.80 | $66.50 2026-08-27 | -37.3% rt |
| 2023-03-29 | SAIC | SELL | $1K–$15K | $106.65 | $128.96 2026-08-27 | -20.9% exit |
| 2023-03-29 | LDOS | SELL | $1K–$15K | $91.44 | $139.86 2026-08-27 | -53.0% exit |
| 2023-03-29 | D | SELL | $1K–$15K | $55.58 | $66.50 2026-08-27 | -27.6% rt |
| 2022-12-06 | SAIC | SELL | $1K–$15K | $115.16 | $128.96 2026-08-27 | -12.0% exit |
| 2022-12-06 | LDOS | SELL | $15K–$50K | $109.49 | $139.86 2026-08-27 | -27.7% exit |
| 2022-12-06 | D | SELL | $1K–$15K | $58.25 | $66.50 2026-08-27 | -21.3% rt |
| 2022-08-30 | SAIC | SELL | $1K–$15K | $91.44 | $128.96 2026-08-27 | -41.0% exit |
| 2022-08-30 | LDOS | SELL | $15K–$50K | $95.81 | $139.86 2026-08-27 | -46.0% exit |
| 2022-08-30 | D | SELL | $15K–$50K | $82.34 | $66.50 2026-08-27 | +11.6% rt |
| 2021-12-09 | LDOS | SELL | $1K–$15K | $88.56 | $139.86 2026-08-27 | -57.9% exit |
| 2021-12-09 | D | SELL | $1K–$15K | $76.19 | $66.50 2026-08-27 | +3.6% rt |
| 2021-08-25 | SAIC | SELL | $1K–$15K | $83.86 | $128.96 2026-08-27 | -53.8% exit |
| 2021-08-25 | LDOS | SELL | $15K–$50K | $97.61 | $139.86 2026-08-27 | -43.3% exit |
| 2021-08-25 | D | SELL | $1K–$15K | $78.56 | $66.50 2026-08-27 | +15.4% rt |
| 2021-04-22 | LDOS | SELL | $1K–$15K | $101.29 | $139.86 2026-08-27 | -38.1% exit |
| 2021-04-22 | D | SELL | $1K–$15K | $79.42 | $66.50 2026-08-27 | +14.7% rt |
| 2021-01-21 | SAIC | SELL | $1K–$15K | $100.06 | $128.96 2026-08-27 | -28.9% exit |
| 2021-01-21 | LDOS | SELL | $1K–$15K | $109.31 | $139.86 2026-08-27 | -27.9% exit |
| 2021-01-21 | D | SELL | $1K–$15K | $71.80 | $66.50 2026-08-27 | +6.1% rt |
| 2020-10-22 | SAIC | SELL | $1K–$15K | $77.23 | $128.96 2026-08-27 | -67.0% exit |
| 2020-10-22 | LDOS | SELL | $1K–$15K | $85.81 | $139.86 2026-08-27 | -63.0% exit |
| 2020-10-22 | D | SELL | $15K–$50K | $81.18 | $66.50 2026-08-27 | +14.8% rt |
| 2020-07-14 | D | SELL | $15K–$50K | $73.92 | $66.50 2026-08-27 | -3.9% rt |
| 2020-01-14 | PG | SELL | $1K–$15K | $124.69 | $143.14 2026-08-27 | -14.8% exit |
| 2020-01-14 | DIS | SELL | $1K–$15K | $145.20 | $106.82 2026-08-27 | +26.4% exit |
| 2019-12-18 | CI | SELL | $1K–$15K | $198.20 | $277.67 2026-08-27 | -40.1% exit |
| 2019-12-10 | ERH | BUY | $1K–$15K | $13.78 | $11.49 2026-08-27 | -16.6% |
| 2019-09-25 | D | BUY | $1K–$15K | $80.39 | $66.50 2026-08-27 | -17.3% |
| 2019-06-26 | D | BUY | $1K–$15K | $76.46 | $66.50 2026-08-27 | -13.0% |
| 2019-03-20 | D | BUY | $1K–$15K | $74.94 | $66.50 2026-08-27 | -11.3% |
| 2018-12-26 | D | BUY | $1K–$15K | $72.30 | $66.50 2026-08-27 | -8.0% |
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 | 4 · CI, DIS, PG, LDOS |
| Alan Armstrong | 4 · CI, DIS, PG, LDOS |
| Thomas H Tuberville | 3 · D, DIS, PG |
| Lois Frankel | 3 · D, CI, LDOS |
| K. Michael Conaway | 3 · D, DIS, PG |
| Kurt Schrader | 3 · D, DIS, PG |
| David P. Roe | 3 · D, DIS, PG |
| RICHARD M BURR | 3 · D, DIS, SAIC |
| Mike Kelly | 3 · CI, DIS, PG |
| Richard W. Allen | 3 · D, DIS, PG |
| David A Perdue , Jr | 2 · DIS, PG |
| James B. Renacci | 2 · CI, DIS |