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 |
|---|---|---|---|---|---|---|
| 2019-03-04 | IEFA | BUY | $15K–$50K | $60.38 | $95.49 2026-06-26 | +58.1% |
| 2019-01-10 | VGT | BUY | $1K–$15K | $21.49 | $113.86 2026-06-26 | +429.7% |
| 2019-01-10 | QQQ | SELL | $1K–$15K | $161.28 | $706.52 2026-06-26 | -338.1% exit |
| 2016-01-11 | TAMRO | SELL | $1K–$15K | — | — | — exit |
| 2016-01-11 | SMCP | SELL | $1K–$15K | — | — | — exit |
| 2016-01-11 | MLP | SELL | $1K–$15K | $5.07 | $19.92 2026-06-26 | -6.1% rt |
| 2016-01-11 | EAFE | SELL | $1K–$15K | — | — | — exit |
| 2015-12-30 | TAMRO | BUY | $1K–$15K | — | — | — |
| 2015-12-21 | TSC | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | WISDM | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | VWO | BUY | $1K–$15K | $32.48 | $58.58 2026-06-26 | +80.4% |
| 2015-12-10 | VTI | BUY | $1K–$15K | $105.31 | $362.22 2026-06-26 | +244.0% |
| 2015-12-10 | SMCP | BUY | $1K–$15K | — | — | — |
| 2015-12-10 | MLP | BUY | $1K–$15K | $5.39 | $19.92 2026-06-26 | +269.6% |
| 2015-12-10 | EEM | BUY | $1K–$15K | $32.46 | $67.19 2026-06-26 | +107.0% |
| 2015-12-10 | EAFE | BUY | $1K–$15K | — | — | — |
| 2015-12-01 | MLP | BUY | $1K–$15K | $5.40 | $19.92 2026-06-26 | +268.9% |
| 2015-11-02 | NSREY | BUY | $1K–$15K | — | — | — |
| 2015-11-02 | NSRE | BUY | $1K–$15K | — | — | — |
| 2015-10-07 | JPM | BUY | $1K–$15K | $62.13 | $329.05 2026-06-26 | +429.6% |
| 2015-10-07 | ADBE | BUY | $1K–$15K | $80.65 | $202.73 2026-06-26 | +151.4% |
| 2015-08-13 | OXY | BUY | $1K–$15K | $72.81 | $49.99 2026-06-26 | -31.3% |
| 2015-08-13 | GSK | BUY | $1K–$15K | $43.89 | $52.50 2026-06-26 | +19.6% |
| 2015-06-08 | CMCSA | BUY | $1K–$15K | — | — | — |
| 2015-06-08 | CMCSA | BUY | $1K–$15K | $27.12 | $23.17 2026-06-26 | -14.6% |
| 2015-05-27 | X | BUY | $1K–$15K | — | — | — |
| 2015-05-27 | KORS | BUY | $1K–$15K | — | — | — |
| 2015-05-27 | JPM | BUY | $1K–$15K | $66.47 | $329.05 2026-06-26 | +395.0% |
| 2015-05-21 | X | BUY | $1K–$15K | — | — | — |
| 2015-05-21 | XOM | BUY | $1K–$15K | $87.21 | $136.54 2026-06-26 | +56.6% |
| 2015-04-28 | TWC | BUY | $1K–$15K | — | — | — |
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 |