house · trading 2015-01-05 → 2022-12-08
*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 |
|---|---|---|---|---|---|---|
| 2022-12-08 | GS | BUY | $1K–$15K | $358.08 | $1019.61 2026-06-26 | +184.7% |
| 2022-08-30 | CS | BUY | $1K–$15K | — | — | — |
| 2022-07-22 | VZ | SELL | $1K–$15K | $44.45 | $46.54 2026-06-26 | -4.7% exit |
| 2022-07-22 | AATC | BUY | $1K–$15K | $5.00 | $5.30 2026-06-26 | +6.0% |
| 2022-04-11 | VZ | SELL | $1K–$15K | $53.90 | $46.54 2026-06-26 | +13.7% exit |
| 2022-03-18 | CS | BUY | $1K–$15K | — | — | — |
| 2021-10-12 | T | SELL | $1K–$15K | $19.21 | $22.72 2026-06-26 | -18.3% exit |
| 2021-10-12 | T | BUY | $1K–$15K | $19.21 | $22.72 2026-06-26 | +18.3% |
| 2021-09-29 | D | BUY | $15K–$50K | $74.35 | $69.39 2026-06-26 | -6.7% |
| 2021-08-16 | PFE | SELL | $15K–$50K | $48.91 | $24.29 2026-06-26 | +60.3% rt |
| 2021-05-14 | GE | BUY | $1K–$15K | $66.09 | $369.00 2026-06-26 | +458.3% |
| 2021-03-24 | BRK.B | BUY | $1K–$15K | $249.63 | $498.66 2026-06-26 | +99.8% |
| 2021-02-08 | T | SELL | $1K–$15K | $21.73 | $22.72 2026-06-26 | -26.3% rt |
| 2021-02-08 | TFC | SELL | $1K–$15K | $52.97 | $50.49 2026-06-26 | +4.7% exit |
| 2021-02-08 | CSCO | SELL | $1K–$15K | $48.94 | $113.77 2026-06-26 | -132.5% exit |
| 2021-02-01 | GS | SELL | $1K–$15K | $274.73 | $1019.61 2026-06-26 | -271.1% exit |
| 2021-01-22 | LEE | SELL | $1K–$15K | $13.70 | $9.01 2026-06-26 | -52.8% rt |
| 2021-01-22 | DUK | BUY | $1K–$15K | $90.29 | $128.40 2026-06-26 | +42.2% |
| 2020-12-01 | VTRS | SELL | $1K–$15K | $17.01 | $16.33 2026-06-26 | +4.0% exit |
| 2020-11-24 | LEE | BUY | $1K–$15K | $10.20 | $9.01 2026-06-26 | -11.7% |
| 2020-10-28 | BAC | SELL | $15K–$50K | $23.47 | $57.88 2026-06-26 | -146.6% exit |
| 2020-09-16 | PFE | BUY | $1K–$15K | $34.90 | $24.29 2026-06-26 | -30.4% |
| 2020-07-01 | PFE | BUY | $1K–$15K | $32.01 | $24.29 2026-06-26 | -24.1% |
| 2020-06-23 | LEE | SELL | $1K–$15K | $10.50 | $9.01 2026-06-26 | -58.8% rt |
| 2020-06-08 | D | BUY | $15K–$50K | $86.40 | $69.39 2026-06-26 | -19.7% |
| 2020-06-01 | D | BUY | $15K–$50K | $85.89 | $69.39 2026-06-26 | -19.2% |
| 2020-04-29 | MAR | SELL | $15K–$50K | $95.99 | $377.31 2026-06-26 | +39.7% rt |
| 2020-04-29 | D | BUY | $15K–$50K | $78.67 | $69.39 2026-06-26 | -11.8% |
| 2020-04-13 | DUK | BUY | $1K–$15K | $87.36 | $128.40 2026-06-26 | +47.0% |
| 2020-04-13 | AAPL | SELL | $1K–$15K | $68.31 | $283.78 2026-06-26 | -315.4% exit |
| 2020-04-02 | DUK | BUY | $15K–$50K | $79.39 | $128.40 2026-06-26 | +61.7% |
| 2020-03-17 | PFE | BUY | $1K–$15K | $30.51 | $24.29 2026-06-26 | -20.4% |
| 2020-02-11 | CSCO | SELL | $1K–$15K | $49.13 | $113.77 2026-06-26 | -131.6% exit |
| 2020-02-05 | BSX | SELL | $1K–$15K | $42.62 | $44.23 2026-06-26 | -3.8% exit |
| 2020-02-02 | TFC | SELL | $15K–$50K | $51.57 | $50.49 2026-06-26 | +2.1% exit |
| 2020-01-15 | BRK.B | BUY | $15K–$50K | $228.35 | $498.66 2026-06-26 | +118.4% |
| 2020-01-15 | SANM | SELL | $15K–$50K | $34.31 | $236.55 2026-06-26 | -589.5% exit |
| 2020-01-15 | ARCC | SELL | $1K–$15K | $18.86 | $18.19 2026-06-26 | +3.5% exit |
| 2020-01-02 | WFC | SELL | $1K–$15K | $53.75 | $83.86 2026-06-26 | -56.0% exit |
| 2020-01-02 | GE | SELL | $1K–$15K | $59.46 | $369.00 2026-06-26 | -520.6% exit |
| 2020-01-02 | DTEGY | SELL | $1K–$15K | $16.35 | $29.97 2026-06-26 | -83.3% exit |
| 2020-01-02 | CVS | SELL | $1K–$15K | $74.16 | $104.34 2026-06-26 | -40.7% exit |
| 2020-01-02 | CDNS | SELL | $1K–$15K | $71.44 | $377.27 2026-06-26 | -428.1% exit |
| 2020-01-02 | ADTN | SELL | $1K–$15K | $10.01 | $13.52 2026-06-26 | -35.1% exit |
| 2019-08-05 | APT | SELL | $1K–$15K | $3.45 | $5.25 2026-06-26 | +1.5% rt |
| 2019-05-02 | GD | SELL | $1K–$15K | $174.57 | $346.71 2026-06-26 | -98.6% exit |
| 2019-04-11 | LEE | BUY | $15K–$50K | $30.70 | $9.01 2026-06-26 | -70.7% |
| 2019-03-13 | LEE | SELL | $15K–$50K | $35.60 | $9.01 2026-06-26 | +11.3% rt |
| 2019-02-14 | APT | BUY | $1K–$15K | $3.86 | $5.25 2026-06-26 | +36.0% |
| 2019-02-07 | APT | SELL | $1K–$15K | $4.14 | $5.25 2026-06-26 | +21.8% rt |
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. K. Michael Conaway | 20 · AAPL, BAC, BAX, BDX, BSX, CSCO |
| Thomas H Tuberville | 19 · AAPL, BDX, BRK.B, CDNS, CSCO, CVS |
| Hon. Alan S. Lowenthal | 18 · AAPL, ARCC, BAC, BRK.B, BSX, CS |
| Hon. John A. Yarmuth | 18 · AAPL, BAC, BRK.B, CSCO, CVS, DUK |
| David A Perdue , Jr | 17 · AAPL, BAC, BAX, CSCO, DUK, FOXA |
| SUSAN M COLLINS | 17 · AAPL, ARCC, BAC, CSCO, CVS, DUK |
| Hon. Josh Gottheimer | 17 · AAPL, BDX, BRK.B, BSX, D, DUK |
| Hon. Earl Blumenauer | 17 · AAPL, BAC, BAX, BRK.B, CS, CSCO |
| Sheldon Whitehouse | 16 · AAPL, BAC, CSCO, CVS, GE, GS |
| Hon. Lois Frankel | 16 · BAX, BSX, CVS, D, DUK, GD |
| Hon. Kurt Schrader | 16 · AAPL, BAC, BAX, BRK.B, D, GD |
| Hon. David P. Roe | 16 · AAPL, CSCO, CVS, D, DUK, GD |