house · trading 2021-01-13 → 2022-10-31
*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 |
|---|---|---|---|---|---|---|
| 2021-08-10 | CVX | SELL | $1K–$15K | $102.08 | $171.06 2026-06-26 | -67.6% exit |
| 2021-08-10 | AAL | SELL | $1K–$15K | $20.94 | $17.87 2026-06-26 | +14.7% exit |
| 2021-07-23 | CRWD | SELL | $100K–$250K | $268.96 | $701.09 2026-06-26 | -160.7% exit |
| 2021-07-19 | AAPL | SELL | $250K–$500K | $142.45 | $283.78 2026-06-26 | -99.2% exit |
| 2021-07-15 | DIS | SELL | $1K–$15K | $184.15 | $98.79 2026-06-26 | +46.4% exit |
| 2021-07-06 | VZ | BUY | $100K–$250K | $56.41 | $46.54 2026-06-26 | -17.5% |
| 2021-06-29 | LUV | SELL | $1K–$15K | $52.92 | $51.91 2026-06-26 | -14.3% rt |
| 2021-06-29 | LUV | BUY | $100K–$250K | $52.92 | $51.91 2026-06-26 | -1.9% |
| 2021-06-29 | FDX | SELL | $1K–$15K | $240.04 | $318.53 2026-06-26 | +1.3% rt |
| 2021-06-29 | CVX | SELL | $1K–$15K | $103.76 | $171.06 2026-06-26 | 0.0% rt |
| 2021-06-29 | CVX | BUY | $100K–$250K | $103.76 | $171.06 2026-06-26 | +64.9% |
| 2021-06-28 | FDX | BUY | $100K–$250K | $236.90 | $318.53 2026-06-26 | +34.5% |
| 2021-06-28 | CVX | SELL | $100K–$250K | $103.99 | $171.06 2026-06-26 | -64.5% exit |
| 2021-06-25 | ORCC | BUY | $50K–$100K | — | — | — |
| 2021-06-24 | FDX | SELL | $1K–$15K | $244.71 | $318.53 2026-06-26 | 0.0% rt |
| 2021-06-24 | FDX | BUY | $100K–$250K | $244.71 | $318.53 2026-06-26 | +30.2% |
| 2021-06-24 | DE | SELL | $1K–$15K | $350.62 | $613.24 2026-06-26 | -74.9% exit |
| 2021-06-24 | CRWD | SELL | $1K–$15K | $253.70 | $701.09 2026-06-26 | 0.0% rt |
| 2021-06-24 | CRWD | BUY | $100K–$250K | $253.70 | $701.09 2026-06-26 | +176.3% |
| 2021-06-24 | BA | SELL | $1K–$15K | $250.57 | $217.25 2026-06-26 | +13.3% exit |
| 2021-06-24 | AMZN | SELL | $1K–$15K | $172.45 | $232.69 2026-06-26 | -34.9% exit |
| 2021-06-24 | AAPL | SELL | $1K–$15K | $133.41 | $283.78 2026-06-26 | -112.7% exit |
| 2021-06-24 | AAL | SELL | $1K–$15K | $22.35 | $17.87 2026-06-26 | -6.5% rt |
| 2021-06-21 | MSFT | SELL | $100K–$250K | $262.63 | $372.97 2026-06-26 | -42.0% exit |
| 2021-06-02 | DOCU | SELL | $1K–$15K | $200.53 | $45.21 2026-06-26 | +77.5% exit |
| 2021-05-27 | LUV | SELL | $1K–$15K | $61.73 | $51.91 2026-06-26 | +15.9% exit |
| 2021-05-27 | LUV | BUY | $100K–$250K | $61.73 | $51.91 2026-06-26 | -15.9% |
| 2021-05-27 | FDX | SELL | $1K–$15K | $254.30 | $318.53 2026-06-26 | 0.0% rt |
| 2021-05-27 | FDX | BUY | $100K–$250K | $254.30 | $318.53 2026-06-26 | +25.3% |
| 2021-05-27 | DE | SELL | $1K–$15K | $362.21 | $613.24 2026-06-26 | 0.0% rt |
| 2021-05-27 | DE | BUY | $100K–$250K | $362.21 | $613.24 2026-06-26 | +69.3% |
| 2021-05-27 | CVX | SELL | $1K–$15K | $103.01 | $171.06 2026-06-26 | 0.0% rt |
| 2021-05-27 | CVX | BUY | $100K–$250K | $103.01 | $171.06 2026-06-26 | +66.1% |
| 2021-05-27 | CRM | SELL | $1K–$15K | $225.83 | $158.37 2026-06-26 | +29.9% exit |
| 2021-05-26 | VZ | SELL | $1K–$15K | $56.36 | $46.54 2026-06-26 | +17.4% exit |
| 2021-05-26 | MSFT | SELL | $1K–$15K | $251.49 | $372.97 2026-06-26 | 0.0% rt |
| 2021-05-26 | MSFT | BUY | $250K–$500K | $251.49 | $372.97 2026-06-26 | +48.3% |
| 2021-05-26 | AMZN | SELL | $1K–$15K | $163.26 | $232.69 2026-06-26 | +1.9% rt |
| 2021-05-26 | AAL | SELL | $1K–$15K | $23.90 | $17.87 2026-06-26 | +25.2% exit |
| 2021-05-26 | AAL | BUY | $50K–$100K | $23.90 | $17.87 2026-06-26 | -25.2% |
| 2021-05-24 | FB | SELL | $100K–$250K | — | — | — exit |
| 2021-05-24 | CAT | SELL | $100K–$250K | $239.05 | $997.47 2026-06-26 | -317.3% exit |
| 2021-05-24 | AAL | SELL | $100K–$250K | $22.99 | $17.87 2026-06-26 | +22.3% exit |
| 2021-05-21 | AMZN | SELL | $1K–$15K | $160.15 | $232.69 2026-06-26 | -45.3% exit |
| 2021-05-21 | AMZN | BUY | $1K–$15K | $160.15 | $232.69 2026-06-26 | +45.3% |
| 2021-05-18 | CVX | SELL | $100K–$250K | $106.18 | $171.06 2026-06-26 | -61.1% exit |
| 2021-05-03 | KKR | BUY | $15K–$50K | $56.27 | $90.13 2026-06-26 | +60.2% |
| 2021-03-16 | ORCC | BUY | $1K–$15K | — | — | — |
| 2021-01-13 | KKR | BUY | $15K–$50K | $41.20 | $90.13 2026-06-26 | +118.8% |
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. Josh Gottheimer | 14 · AAPL, AMZN, BA, CRM, CVX, DE |
| Hon. Mike Kelly | 13 · AAPL, AMZN, BA, CRM, CVX, DE |
| Sheldon Whitehouse | 12 · AAPL, AMZN, BA, CAT, DE, DIS |
| Hon. Kurt Schrader | 12 · AAPL, AMZN, BA, CRM, CVX, DE |
| Pat Roberts | 11 · AAL, AAPL, AMZN, BA, CAT, CVX |
| David A Perdue , Jr | 11 · AAPL, AMZN, BA, CAT, CVX, DE |
| Hon. James B. Renacci | 11 · AAPL, AMZN, CAT, CRM, CVX, DIS |
| SUSAN M COLLINS | 11 · AAPL, AMZN, BA, CAT, CRM, CVX |
| Hon. K. Michael Conaway | 11 · AAL, AAPL, AMZN, CVX, DE, DIS |
| Hon. John A. Yarmuth | 11 · AAPL, AMZN, BA, CAT, CVX, DIS |
| Kelly Loeffler | 11 · AAPL, AMZN, CAT, CVX, DIS, DOCU |
| Hon. Marjorie Taylor Greene | 11 · AAPL, AMZN, CAT, CRM, CRWD, CVX |