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 |
|---|---|---|---|---|---|---|
| 2019-02-06 | APT | SELL | $1K–$15K | $4.13 | $5.25 2026-06-26 | +33.2% rt |
| 2018-11-27 | LEE | BUY | $1K–$15K | $23.50 | $9.01 2026-06-26 | -61.7% |
| 2018-10-30 | BRK.B | BUY | $15K–$50K | $203.35 | $498.66 2026-06-26 | +145.2% |
| 2018-10-24 | BRK.B | BUY | $15K–$50K | $199.81 | $498.66 2026-06-26 | +149.6% |
| 2018-10-15 | LEE | BUY | $1K–$15K | $28.50 | $9.01 2026-06-26 | -68.4% |
| 2018-10-02 | DUK | BUY | $15K–$50K | $80.42 | $128.40 2026-06-26 | +59.7% |
| 2018-09-24 | DUK | BUY | $15K–$50K | $79.61 | $128.40 2026-06-26 | +61.3% |
| 2018-09-24 | APT | SELL | $1K–$15K | $3.65 | $5.25 2026-06-26 | +28.1% rt |
| 2018-08-27 | LEE | BUY | $1K–$15K | $29.00 | $9.01 2026-06-26 | -68.9% |
| 2018-08-24 | LEE | BUY | $1K–$15K | $29.00 | $9.01 2026-06-26 | -68.9% |
| 2018-06-26 | LEE | BUY | $15K–$50K | $29.00 | $9.01 2026-06-26 | -68.9% |
| 2018-06-14 | LEE | BUY | $1K–$15K | $25.50 | $9.01 2026-06-26 | -64.7% |
| 2018-05-25 | BRK.B | BUY | $15K–$50K | $194.15 | $498.66 2026-06-26 | +156.8% |
| 2018-05-25 | APT | SELL | $1K–$15K | $3.55 | $5.25 2026-06-26 | +18.3% rt |
| 2018-04-16 | DUK | BUY | $15K–$50K | $77.96 | $128.40 2026-06-26 | +64.7% |
| 2018-02-12 | DUK | BUY | $15K–$50K | $76.81 | $128.40 2026-06-26 | +67.2% |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $13.94 2026-06-26 | +99.8% rt |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $13.94 2026-06-26 | +65.1% rt |
| 2017-11-20 | APT | BUY | $1K–$15K | $4.20 | $5.25 2026-06-26 | +25.0% |
| 2017-10-13 | APT | BUY | $1K–$15K | $4.00 | $5.25 2026-06-26 | +31.3% |
| 2017-08-24 | APT | BUY | $1K–$15K | $3.40 | $5.25 2026-06-26 | +54.4% |
| 2017-07-20 | APT | BUY | $1K–$15K | $3.40 | $5.25 2026-06-26 | +54.4% |
| 2017-06-29 | APT | BUY | $1K–$15K | $3.10 | $5.25 2026-06-26 | +69.3% |
| 2017-06-01 | APT | BUY | $1K–$15K | $2.85 | $5.25 2026-06-26 | +84.2% |
| 2017-05-12 | FOXA | SELL | $1K–$15K | — | — | — exit |
| 2017-05-12 | APT | BUY | $1K–$15K | $3.00 | $5.25 2026-06-26 | +75.0% |
| 2017-03-21 | XOM | SELL | $1K–$15K | $81.83 | $136.54 2026-06-26 | -66.9% exit |
| 2017-03-21 | WFC | SELL | $1K–$15K | $55.85 | $83.86 2026-06-26 | +15.4% rt |
| 2017-03-21 | UNP | SELL | $1K–$15K | $103.65 | $268.35 2026-06-26 | -158.9% exit |
| 2017-03-21 | PG | SELL | $1K–$15K | $91.19 | $149.02 2026-06-26 | -63.4% exit |
| 2017-03-21 | BDX | SELL | $1K–$15K | $139.07 | $155.92 2026-06-26 | -12.1% exit |
| 2017-03-15 | ORCL | SELL | $1K–$15K | $43.05 | $148.53 2026-06-26 | -245.0% exit |
| 2017-02-15 | TCX | SELL | $15K–$50K | $45.50 | $13.94 2026-06-26 | +124.5% rt |
| 2017-01-27 | VZ | SELL | $1K–$15K | $49.60 | $46.54 2026-06-26 | +6.2% exit |
| 2017-01-27 | LEE | BUY | $1K–$15K | $32.00 | $9.01 2026-06-26 | -71.8% |
| 2016-12-14 | ISDR | SELL | $1K–$15K | — | — | — exit |
| 2016-12-13 | ISDR | SELL | $1K–$15K | — | — | — exit |
| 2016-11-04 | IQNT | SELL | $1K–$15K | — | — | — exit |
| 2016-10-31 | MAR | BUY | $15K–$50K | $68.70 | $377.31 2026-06-26 | +449.2% |
| 2016-10-10 | T | BUY | $1K–$15K | $29.46 | $22.72 2026-06-26 | -22.9% |
| 2016-09-28 | TCX | BUY | $1K–$15K | $33.25 | $13.94 2026-06-26 | -58.1% |
| 2016-09-19 | KO | BUY | $1K–$15K | $42.10 | $82.63 2026-06-26 | +96.3% |
| 2016-09-07 | LEE | SELL | $1K–$15K | $35.20 | $9.01 2026-06-26 | +78.7% rt |
| 2016-08-31 | FOXA | BUY | $1K–$15K | — | — | — |
| 2016-08-31 | BAX | SELL | $1K–$15K | $46.73 | $22.04 2026-06-26 | +52.8% exit |
| 2016-08-29 | ISDR | BUY | $1K–$15K | — | — | — |
| 2016-08-23 | WFC | BUY | $1K–$15K | $48.41 | $83.86 2026-06-26 | +73.2% |
| 2016-08-12 | TCX | BUY | $1K–$15K | $27.47 | $13.94 2026-06-26 | -49.3% |
| 2016-04-21 | LEE | BUY | $1K–$15K | $19.70 | $9.01 2026-06-26 | -54.3% |
| 2016-02-16 | TCX | BUY | $1K–$15K | $20.27 | $13.94 2026-06-26 | -31.2% |
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 |