house · trading 2014-06-16 → 2021-12-17
*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 |
|---|---|---|---|---|---|---|
| 2015-04-10 | KKR | BUY | $1K–$15K | $22.70 | $90.13 2026-06-26 | +297.1% |
| 2015-04-10 | GD | BUY | $1K–$15K | $135.91 | $346.71 2026-06-26 | +155.1% |
| 2015-02-05 | QCOM | SELL | $1K–$15K | $67.95 | $189.39 2026-06-26 | -178.7% exit |
| 2015-02-05 | DLPH | BUY | $1K–$15K | — | — | — |
| 2015-02-05 | DIS | BUY | $1K–$15K | $102.64 | $98.79 2026-06-26 | -3.8% |
| 2015-01-27 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2015-01-27 | PETM | SELL | $1K–$15K | — | — | — exit |
| 2015-01-27 | FR | BUY | $1K–$15K | $22.32 | $63.58 2026-06-26 | +184.9% |
| 2015-01-27 | BTO | BUY | $1K–$15K | $21.89 | $38.70 2026-06-26 | +76.8% |
| 2015-01-15 | MCHP | BUY | $1K–$15K | $22.23 | $87.93 2026-06-26 | +295.6% |
| 2015-01-15 | HD | SELL | $1K–$15K | $101.01 | $348.86 2026-06-26 | -245.4% exit |
| 2015-01-15 | GILD | BUY | $1K–$15K | $97.40 | $127.88 2026-06-26 | +31.3% |
| 2015-01-15 | AMGN | SELL | $1K–$15K | $151.92 | $358.33 2026-06-26 | -135.9% exit |
| 2014-12-30 | UPS | BUY | $1K–$15K | $112.14 | $108.14 2026-06-26 | -3.6% |
| 2014-12-30 | MBLY | SELL | $1K–$15K | — | — | — exit |
| 2014-12-30 | GILD | BUY | $1K–$15K | $95.28 | $127.88 2026-06-26 | +34.2% |
| 2014-09-10 | BGLYX | SELL | $1K–$15K | — | — | — exit |
| 2014-06-16 | OGLYX | BUY | $1K–$15K | $81.40 | $93.65 2026-06-26 | +15.1% |
| 2014-06-16 | BGLYX | BUY | $1K–$15K | — | — | — |
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 |
|---|---|
| David A Perdue , Jr | 30 · AAPL, AXP, BA, BAX, DIS, DOW |
| Sheldon Whitehouse | 29 · AAPL, AMGN, AXP, BA, BTO, DIS |
| Hon. James B. Renacci | 27 · AAPL, AMGN, AXP, BAX, DIS, DLPH |
| SUSAN M COLLINS | 27 · AAPL, AMGN, AXP, BA, DIS, FDX |
| Hon. Kurt Schrader | 24 · AAPL, AXP, BA, BAX, DIS, GD |
| Hon. K. Michael Conaway | 24 · AAPL, AXP, BAX, DIS, DOW, FDX |
| Hon. John A. Yarmuth | 24 · AAPL, AMGN, AXP, BA, DIS, DOW |
| Thomas H Tuberville | 23 · AAPL, AMGN, DIS, DOW, FDX, GD |
| Thomas R Carper | 23 · AAPL, BA, BAX, DIS, DOW, GLD |
| Hon. David P. Roe | 22 · AAPL, AMGN, AXP, DIS, GD, HD |
| Hon. Josh Gottheimer | 21 · AAPL, AMGN, BA, FDX, GD, GILD |
| Shelley M Capito | 21 · AAPL, AMGN, AXP, BA, GD, GILD |