house · trading 2014-02-05 → 2023-03-14
*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 |
|---|---|---|---|---|---|---|
| 2017-08-15 | TROW | BUY | $1K–$15K | $83.90 | $110.27 2026-06-26 | +31.4% |
| 2017-08-14 | TROW | BUY | $1K–$15K | $83.84 | $110.27 2026-06-26 | +31.5% |
| 2017-08-14 | SRF | SELL | $1K–$15K | — | — | — exit |
| 2017-08-14 | FXD | SELL | $15K–$50K | $37.20 | $70.25 2026-06-26 | +4.2% rt |
| 2017-05-12 | JHB | BUY | $1K–$15K | — | — | — |
| 2017-02-15 | TROW | BUY | $15K–$50K | $71.55 | $110.27 2026-06-26 | +54.1% |
| 2017-02-15 | PRHSX | BUY | $15K–$50K | $65.22 | $89.58 2026-06-26 | +37.4% |
| 2017-02-15 | FEI | BUY | $15K–$50K | — | — | — |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $122.92 2026-06-26 | -17.5% rt |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $122.92 2026-06-26 | -14.0% rt |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $20.31 2026-06-26 | +39.5% |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $20.31 2026-06-26 | +39.5% |
| 2016-03-07 | FEI | BUY | $1K–$15K | — | — | — |
| 2016-02-02 | QQXT | BUY | $15K–$50K | $37.26 | $97.79 2026-06-26 | +162.4% |
| 2016-02-02 | FBT | SELL | $15K–$50K | $82.18 | $246.96 2026-06-26 | -22.1% rt |
| 2016-02-02 | QQXT | SELL | $15K–$50K | $37.26 | $97.79 2026-06-26 | -162.4% exit |
| 2016-01-27 | CNRAF | SELL | $1K–$15K | $2.02 | $1.80 2026-06-26 | +10.6% exit |
| 2015-09-28 | ATAZF | SELL | $1K–$15K | $8.24 | $17.79 2026-06-26 | -115.9% exit |
| 2015-09-21 | RDVY | BUY | $1K–$15K | $20.77 | $79.29 2026-06-26 | +281.8% |
| 2015-09-21 | FXH | BUY | $1K–$15K | $64.40 | $122.92 2026-06-26 | +90.9% |
| 2015-09-21 | FXG | BUY | $1K–$15K | $43.43 | $63.40 2026-06-26 | +46.0% |
| 2015-09-21 | FXD | BUY | $1K–$15K | $35.60 | $70.25 2026-06-26 | +97.3% |
| 2015-09-21 | FVD | BUY | $1K–$15K | $23.08 | $48.54 2026-06-26 | +110.3% |
| 2015-09-21 | FTA | BUY | $1K–$15K | $38.73 | $97.90 2026-06-26 | +152.8% |
| 2015-09-21 | FDN | BUY | $1K–$15K | $69.70 | $258.43 2026-06-26 | +270.8% |
| 2015-09-21 | FBT | BUY | $1K–$15K | $114.14 | $246.96 2026-06-26 | +116.4% |
| 2015-08-12 | RDS.A | SELL | $1K–$15K | — | — | — exit |
| 2015-08-12 | RDS.A | BUY | $1K–$15K | — | — | — |
| 2015-08-05 | TELNF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | SNGNF | SELL | $1K–$15K | $2.95 | $3.45 2026-06-26 | -16.9% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.00 2026-06-26 | +49.5% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.54 2026-06-26 | +38.3% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $12.23 2026-06-26 | +10.5% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $11.63 2026-06-26 | +3.1% exit |
| 2015-08-05 | TELNF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | SNGNF | SELL | $1K–$15K | $2.95 | $3.45 2026-06-26 | -16.9% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.00 2026-06-26 | +49.5% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.54 2026-06-26 | +38.3% exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $11.63 2026-06-26 | +3.1% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $12.23 2026-06-26 | +10.5% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $102.71 2026-06-26 | -36.2% exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $102.71 2026-06-26 | -36.2% exit |
| 2015-07-21 | VNR | SELL | $1K–$15K | — | — | — exit |
| 2015-05-13 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-06-26 | +62.8% exit |
| 2015-04-28 | TBVPF | SELL | $1K–$15K | $0.61 | $0.34 2026-06-26 | +45.0% exit |
| 2015-04-28 | CUAEF | SELL | $1K–$15K | $2.55 | $6.32 2026-06-26 | -147.8% exit |
| 2015-04-27 | FOEAF | SELL | $1K–$15K | — | — | — exit |
| 2015-04-27 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-06-26 | +62.8% 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 |
|---|---|
| THOMAS R CARPER | 7 · BA, BHP, BOTZ, EQNR, ERIC, FDN |
| Hon. James B. Renacci | 6 · BHP, RDS.A, TELNF, TKC, TROW, VIV |
| SUSAN M COLLINS | 6 · BA, BHP, NSRGY, PSX, UAL, USB |
| Hon. Kurt Schrader | 6 · BA, BHP, CIG, CIM, ERIC, TROW |
| Hon. K. Michael Conaway | 5 · AAL, BHP, FDN, RDS.A, USB |
| Shelley M Capito | 4 · BA, NSRGY, PSX, USB |
| SHELDON WHITEHOUSE | 4 · BA, GOLD, NSRGY, USB |
| Hon. Ed Perlmutter | 4 · BA, NEM, UAL, USB |
| Hon. Dean Phillips | 4 · AAL, NEM, NSRGY, USB |
| Hon. Mike Kelly | 4 · BA, RDS.A, UAL, USB |
| Pat Roberts | 3 · AAL, BA, GOLD |
| Hon. Josh Gottheimer | 3 · BA, BHP, NSRGY |