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 |
|---|---|---|---|---|---|---|
| 2018-12-24 | CI | exchange | $1K–$15K | $178.01 | $304.50 2026-07-13 | +71.1% |
| 2018-09-26 | D | BUY | $1K–$15K | $68.82 | $70.80 2026-07-13 | +2.9% |
| 2018-06-20 | D | BUY | $1K–$15K | $66.43 | $70.80 2026-07-13 | +6.6% |
| 2018-03-22 | D | BUY | $1K–$15K | $67.87 | $70.80 2026-07-13 | +4.3% |
| 2017-12-20 | D | BUY | $1K–$15K | $80.59 | $70.80 2026-07-13 | -12.2% |
| 2017-09-20 | D | BUY | $1K–$15K | $77.62 | $70.80 2026-07-13 | -8.8% |
| 2017-06-21 | D | BUY | $1K–$15K | $79.16 | $70.80 2026-07-13 | -10.6% |
| 2017-03-22 | D | BUY | $1K–$15K | $78.65 | $70.80 2026-07-13 | -10.0% |
| 2016-12-21 | D | BUY | $1K–$15K | $76.24 | $70.80 2026-07-13 | -7.1% |
| 2016-09-21 | D | BUY | $1K–$15K | $76.75 | $70.80 2026-07-13 | -7.8% |
| 2016-09-12 | D | BUY | $1K–$15K | $74.05 | $70.80 2026-07-13 | -4.4% |
| 2016-06-22 | D | BUY | $1K–$15K | $73.79 | $70.80 2026-07-13 | -4.0% |
| 2016-03-23 | D | BUY | $1K–$15K | $73.51 | $70.80 2026-07-13 | -3.7% |
| 2015-12-23 | D | BUY | $1K–$15K | $68.08 | $70.80 2026-07-13 | +4.0% |
| 2015-09-23 | D | BUY | $1K–$15K | $69.22 | $70.80 2026-07-13 | +2.3% |
| 2015-06-24 | D | BUY | $1K–$15K | $67.65 | $70.80 2026-07-13 | +4.7% |
| 2015-03-25 | D | BUY | $1K–$15K | $70.70 | $70.80 2026-07-13 | +0.1% |
| 2014-12-23 | D | BUY | $1K–$15K | $76.90 | $70.80 2026-07-13 | -7.9% |
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 |
| Lois Frankel | 3 · D, CI, LDOS |
| Thomas H Tuberville | 3 · D, DIS, PG |
| 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 |
| Thomas R Carper | 2 · D, DIS |