house · trading 2021-05-03 → 2026-05-14
*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 |
|---|---|---|---|---|---|---|
| 2026-05-14 | AAPL | BUY | $1K–$15K | $298.21 | $283.78 2026-06-26 | -4.8% |
| 2026-02-12 | AAPL | BUY | $1K–$15K | $261.73 | $283.78 2026-06-26 | +8.4% |
| 2025-12-01 | PG | SELL | $1K–$15K | $147.44 | $149.02 2026-06-26 | -1.1% exit |
| 2025-11-13 | AAPL | BUY | $1K–$15K | $272.95 | $283.78 2026-06-26 | +4.0% |
| 2025-08-14 | AAPL | BUY | $1K–$15K | $232.78 | $283.78 2026-06-26 | +21.9% |
| 2025-05-15 | AAPL | BUY | $1K–$15K | $211.45 | $283.78 2026-06-26 | +34.2% |
| 2025-02-13 | AAPL | BUY | $1K–$15K | $241.53 | $283.78 2026-06-26 | +17.5% |
| 2024-11-14 | AAPL | BUY | $1K–$15K | $228.22 | $283.78 2026-06-26 | +24.3% |
| 2024-08-15 | AAPL | BUY | $1K–$15K | $224.72 | $283.78 2026-06-26 | +26.3% |
| 2024-05-16 | AAPL | BUY | $1K–$15K | $189.84 | $283.78 2026-06-26 | +49.5% |
| 2021-07-06 | FDRXX | SELL | $50K–$100K | — | — | — exit |
| 2021-07-06 | FBALX | BUY | $50K–$100K | $31.52 | $34.85 2026-06-26 | +10.6% |
| 2021-07-02 | MRIN | BUY | $1K–$15K | — | — | — |
| 2021-07-02 | FDRXX | SELL | $1K–$15K | — | — | — exit |
| 2021-05-03 | MSFT | BUY | $50K–$100K | $251.86 | $372.97 2026-06-26 | +48.1% |
| 2021-05-03 | MO | SELL | $50K–$100K | $48.37 | $73.79 2026-06-26 | -52.5% exit |
| 2021-05-03 | KMI | SELL | $1K–$15K | $17.26 | $33.19 2026-06-26 | -92.3% exit |
| 2021-05-03 | GE | SELL | $1K–$15K | $67.04 | $369.00 2026-06-26 | -450.4% 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 |
|---|---|
| David A Perdue , Jr | 6 · AAPL, GE, KMI, MO, MSFT, PG |
| Sheldon Whitehouse | 5 · AAPL, GE, MO, MSFT, PG |
| Hon. K. Michael Conaway | 5 · AAPL, GE, MO, MSFT, PG |
| Hon. Virginia Foxx | 5 · KMI, MO, MRIN, MSFT, PG |
| Hon. Pete Sessions | 5 · AAPL, GE, MO, MSFT, PG |
| Hon. John A. Yarmuth | 5 · AAPL, GE, MO, MSFT, PG |
| Hon. Ed Perlmutter | 5 · AAPL, GE, KMI, MO, MSFT |
| Hon. Robert J. Wittman | 5 · AAPL, GE, KMI, MSFT, PG |
| Patty Murray | 5 · AAPL, GE, KMI, MSFT, PG |
| Hon. Katherine M. Clark | 5 · AAPL, GE, MO, MSFT, PG |
| Kelly Loeffler | 5 · AAPL, KMI, MO, MSFT, PG |
| Hon. Josh Gottheimer | 4 · AAPL, KMI, MO, MSFT |