house · trading 2014-12-23 → 2025-05-13
*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 |
|---|---|---|---|---|---|---|
| 2018-12-24 | CI | exchange | $1K–$15K | $178.01 | $282.79 2026-06-26 | +58.9% |
| 2018-09-26 | D | BUY | $1K–$15K | $68.82 | $69.39 2026-06-26 | +0.8% |
| 2018-06-20 | D | BUY | $1K–$15K | $66.43 | $69.39 2026-06-26 | +4.5% |
| 2018-03-22 | D | BUY | $1K–$15K | $67.87 | $69.39 2026-06-26 | +2.2% |
| 2017-12-20 | D | BUY | $1K–$15K | $80.59 | $69.39 2026-06-26 | -13.9% |
| 2017-09-20 | D | BUY | $1K–$15K | $77.62 | $69.39 2026-06-26 | -10.6% |
| 2017-06-21 | D | BUY | $1K–$15K | $79.16 | $69.39 2026-06-26 | -12.3% |
| 2017-03-22 | D | BUY | $1K–$15K | $78.65 | $69.39 2026-06-26 | -11.8% |
| 2016-12-21 | D | BUY | $1K–$15K | $76.24 | $69.39 2026-06-26 | -9.0% |
| 2016-09-21 | D | BUY | $1K–$15K | $76.75 | $69.39 2026-06-26 | -9.6% |
| 2016-09-12 | D | BUY | $1K–$15K | $74.05 | $69.39 2026-06-26 | -6.3% |
| 2016-06-22 | D | BUY | $1K–$15K | $73.79 | $69.39 2026-06-26 | -6.0% |
| 2016-03-23 | D | BUY | $1K–$15K | $73.51 | $69.39 2026-06-26 | -5.6% |
| 2015-12-23 | D | BUY | $1K–$15K | $68.08 | $69.39 2026-06-26 | +1.9% |
| 2015-09-23 | D | BUY | $1K–$15K | $69.22 | $69.39 2026-06-26 | +0.3% |
| 2015-06-24 | D | BUY | $1K–$15K | $67.65 | $69.39 2026-06-26 | +2.6% |
| 2015-03-25 | D | BUY | $1K–$15K | $70.70 | $69.39 2026-06-26 | -1.9% |
| 2014-12-23 | D | BUY | $1K–$15K | $76.90 | $69.39 2026-06-26 | -9.8% |
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 |
|---|---|
| Hon. Alan S. Lowenthal | 4 · CI, DIS, LDOS, PG |
| Hon. Lois Frankel | 3 · CI, D, LDOS |
| Hon. David P. Roe | 3 · D, DIS, PG |
| Hon. K. Michael Conaway | 3 · D, DIS, PG |
| Thomas H Tuberville | 3 · D, DIS, PG |
| Hon. Kurt Schrader | 3 · D, DIS, PG |
| Hon. Richard W. Allen | 3 · D, DIS, PG |
| RICHARD M BURR | 3 · D, DIS, SAIC |
| Hon. Mike Kelly | 3 · CI, DIS, PG |
| David A Perdue , Jr | 2 · DIS, PG |
| William Cassidy | 2 · DIS, PG |
| Sheldon Whitehouse | 2 · DIS, PG |