house · trading 2019-10-03 → 2023-02-16
*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 |
|---|---|---|---|---|---|---|
| 2023-02-16 | WFC | SELL | $50K–$100K | $47.22 | $83.86 2026-06-26 | -77.6% exit |
| 2023-02-16 | MS | SELL | $100K–$250K | $99.57 | $212.03 2026-06-26 | +222.0% rt |
| 2023-02-16 | JPM | SELL | $50K–$100K | $141.82 | $329.05 2026-06-26 | -132.0% exit |
| 2023-02-16 | GS | SELL | $50K–$100K | $370.20 | $1019.61 2026-06-26 | -175.4% exit |
| 2020-03-19 | MS | BUY | $50K–$100K | $30.92 | $212.03 2026-06-26 | +585.7% |
| 2020-03-04 | KTB | SELL | $1K–$15K | $34.55 | $83.29 2026-06-26 | -141.1% exit |
| 2020-03-04 | AAPL | SELL | $1K–$15K | $75.69 | $283.78 2026-06-26 | -274.9% exit |
| 2019-10-03 | VFC | SELL | $15K–$50K | $87.17 | $17.37 2026-06-26 | +80.1% 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 |
|---|---|
| Shelley M Capito | 5 · AAPL, JPM, MS, VFC, WFC |
| Sheldon Whitehouse | 5 · AAPL, GS, JPM, VFC, WFC |
| SUSAN M COLLINS | 5 · AAPL, GS, JPM, VFC, WFC |
| Hon. Alan S. Lowenthal | 5 · AAPL, GS, JPM, MS, WFC |
| Hon. David P. Roe | 5 · AAPL, GS, JPM, VFC, WFC |
| Hon. John A. Yarmuth | 5 · AAPL, GS, JPM, MS, WFC |
| Thomas R Carper | 5 · AAPL, GS, JPM, MS, WFC |
| PAT ROBERTS | 4 · AAPL, JPM, KTB, WFC |
| Hon. Mike Kelly | 4 · AAPL, GS, MS, VFC |
| Hon. James B. Renacci | 4 · AAPL, JPM, MS, WFC |
| Hon. Lois Frankel | 4 · GS, JPM, MS, WFC |
| Hon. Josh Gottheimer | 4 · AAPL, GS, JPM, MS |