house · trading 2015-04-28 → 2024-11-19
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2024-11-19 | HN | SELL | $50K–$100K | — | — | — exit |
| 2023-06-30 | XBI | SELL | $15K–$50K | $83.20 | $155.38 2026-06-26 | -86.8% exit |
| 2023-06-30 | GBDC | SELL | $1K–$15K | $13.50 | $12.59 2026-06-26 | +6.7% exit |
| 2023-06-30 | BLK | SELL | $15K–$50K | $691.14 | $964.71 2026-06-26 | -39.6% exit |
| 2023-06-23 | TRP | SELL | $1K–$15K | $39.26 | $69.65 2026-06-26 | -77.4% exit |
| 2023-06-22 | C | SELL | $1K–$15K | $46.63 | $141.76 2026-06-26 | -204.0% exit |
| 2023-06-19 | IWF | SELL | $15K–$50K | $68.07 | $119.04 2026-06-26 | -74.9% exit |
| 2023-06-19 | GBDC | SELL | $15K–$50K | $13.41 | $12.59 2026-06-26 | +6.1% exit |
| 2023-06-19 | BA | SELL | $15K–$50K | $219.99 | $217.25 2026-06-26 | +1.3% exit |
| 2022-07-14 | GBDC | SELL | $15K–$50K | $13.49 | $12.59 2026-06-26 | -21.6% rt |
| 2022-07-12 | GBDC | SELL | $15K–$50K | $13.52 | $12.59 2026-06-26 | -22.2% rt |
| 2022-05-19 | PPA | BUY | $1K–$15K | $69.25 | $171.54 2026-06-26 | +147.7% |
| 2022-05-19 | PAVE | SELL | $1K–$15K | $24.67 | $58.84 2026-06-26 | +16.9% rt |
| 2021-09-14 | MDY | BUY | $1K–$15K | $487.97 | $695.29 2026-06-26 | +42.5% |
| 2021-09-14 | AMJ | SELL | $1K–$15K | $17.76 | $28.30 2024-06-27 | -59.4% exit |
| 2020-12-11 | PAVE | BUY | $1K–$15K | $20.94 | $58.84 2026-06-26 | +181.0% |
| 2020-12-09 | PAVE | BUY | $1K–$15K | $21.10 | $58.84 2026-06-26 | +178.9% |
| 2020-12-09 | IWM | SELL | $1K–$15K | $189.41 | $299.83 2026-06-26 | -58.3% exit |
| 2020-12-02 | IWM | SELL | $1K–$15K | $182.89 | $299.83 2026-06-26 | -63.9% exit |
| 2020-06-26 | IWM | SELL | $15K–$50K | $136.67 | $299.83 2026-06-26 | -119.4% exit |
| 2020-06-26 | IVV | SELL | $15K–$50K | $301.14 | $730.17 2026-06-26 | +7.1% rt |
| 2020-06-26 | IEFA | SELL | $15K–$50K | $56.85 | $95.49 2026-06-26 | -5.8% rt |
| 2020-06-08 | SPY | BUY | $1K–$15K | $323.20 | $728.99 2026-06-26 | +125.5% |
| 2020-06-08 | KBE | BUY | $1K–$15K | $37.85 | $68.42 2026-06-26 | +80.8% |
| 2020-03-26 | VONE | BUY | $50K–$100K | $118.96 | $330.80 2026-06-26 | +178.1% |
| 2020-03-11 | SPY | BUY | $1K–$15K | $274.36 | $728.99 2026-06-26 | +165.7% |
| 2020-02-25 | GBDC | BUY | $1K–$15K | $17.21 | $12.59 2026-06-26 | -26.8% |
| 2020-02-25 | GBCD | BUY | $1K–$15K | — | — | — |
| 2019-12-31 | IWN | BUY | $1K–$15K | $128.58 | $221.43 2026-06-26 | +72.2% |
| 2019-12-31 | IVE | BUY | $1K–$15K | $130.09 | $226.52 2026-06-26 | +74.1% |
| 2019-12-31 | FIKMX | BUY | $1K–$15K | $12.45 | $12.60 2026-06-26 | +1.2% |
| 2019-09-30 | FIKMX | BUY | $15K–$50K | $12.55 | $12.60 2026-06-26 | +0.4% |
| 2019-09-20 | MDY | BUY | $1K–$15K | $353.53 | $695.29 2026-06-26 | +96.7% |
| 2019-07-24 | IVV | BUY | $15K–$50K | $303.17 | $730.17 2026-06-26 | +140.8% |
| 2019-07-24 | IJR | BUY | $1K–$15K | $79.20 | $147.41 2026-06-26 | +86.1% |
| 2019-07-24 | IJH | BUY | $1K–$15K | $39.64 | $76.22 2026-06-26 | +92.3% |
| 2019-07-08 | AMJ | SELL | $1K–$15K | $25.38 | $28.30 2024-06-27 | -11.5% exit |
| 2019-06-21 | VEA | BUY | $1K–$15K | $41.49 | $70.56 2026-06-26 | +70.1% |
| 2019-06-21 | SPY | BUY | $1K–$15K | $294.00 | $728.99 2026-06-26 | +148.0% |
| 2019-05-30 | GBDC | BUY | $15K–$50K | $17.38 | $12.59 2026-06-26 | -27.6% |
| 2019-05-30 | FFRHX | SELL | $15K–$50K | $9.51 | $8.97 2026-06-26 | +5.7% exit |
| 2019-04-03 | CS | BUY | $50K–$100K | — | — | — |
| 2019-04-02 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-28 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-27 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-25 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-22 | FFHRX | SELL | $100K–$250K | — | — | — exit |
| 2019-03-04 | IVV | BUY | $1K–$15K | $281.16 | $730.17 2026-06-26 | +159.7% |
| 2019-03-04 | IJR | BUY | $15K–$50K | $79.65 | $147.41 2026-06-26 | +85.1% |
| 2019-03-04 | IJH | BUY | $15K–$50K | $38.34 | $76.22 2026-06-26 | +98.8% |
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 |
|---|---|
| John Boozman | 16 · ADBE, CMCSA, EAFE, EEM, GSK, IJR |
| THOMAS R CARPER | 14 · BA, C, EEM, GSK, IJR, IVV |
| David A Perdue , Jr | 10 · BA, C, CMCSA, EEM, IWM, JPM |
| Hon. Kurt Schrader | 10 · ADBE, BA, BLK, C, GSK, JPM |
| Hon. Kenny Marchant | 10 · ADBE, BA, C, CMCSA, GSK, IWM |
| Hon. Alan S. Lowenthal | 9 · ADBE, BA, BLK, C, CMCSA, CS |
| Thomas H Tuberville | 9 · ADBE, GSK, IVV, JPM, OXY, QQQ |
| Hon. Carlos Curbelo | 9 · ADBE, BA, BLK, CMCSA, IJH, IJR |
| Hon. Kevin Hern | 8 · ADBE, BA, BLK, CMCSA, CS, JPM |
| Hon. James B. Renacci | 8 · ADBE, C, CMCSA, GSK, IVV, JPM |
| SUSAN M COLLINS | 8 · BA, BLK, C, CMCSA, JPM, OXY |
| Hon. John A. Yarmuth | 8 · BA, BLK, C, CMCSA, JPM, VEA |