house · trading 2017-04-03 → 2026-04-23
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2026-04-23 | WFC | SELL | $15K–$50K | $80.51 | $84.97 2026-08-27 | -5.5% exit |
| 2026-04-23 | VZ | SELL | $1K–$15K | $47.22 | $49.43 2026-08-27 | -4.7% exit |
| 2026-04-23 | PRU | SELL | $1K–$15K | $94.35 | $120.37 2026-08-27 | -27.6% exit |
| 2026-04-23 | FULTP | SELL | $50K–$100K | $18.99 | $18.03 2026-08-27 | +5.1% exit |
| 2026-04-23 | ENBP | SELL | $1K–$15K | $24.61 | $29.03 2026-08-27 | -18.0% exit |
| 2026-04-17 | TFC | SELL | $1K–$15K | $50.57 | $50.30 2026-08-27 | +0.5% exit |
| 2026-04-17 | FULTP | SELL | $100K–$250K | $18.59 | $18.03 2026-08-27 | +3.0% exit |
| 2020-10-09 | AAPL | SELL | $15K–$50K | $116.97 | $314.58 2026-08-27 | -168.9% exit |
| 2020-07-22 | AAPL | SELL | $1K–$15K | $97.27 | $314.58 2026-08-27 | -223.4% exit |
| 2020-01-21 | ATVI | SELL | $15K–$50K | — | — | — exit |
| 2020-01-02 | UNH | SELL | $15K–$50K | $292.50 | $395.05 2026-08-27 | -35.1% exit |
| 2019-12-03 | ATVI | SELL | $15K–$50K | — | — | — exit |
| 2019-12-02 | AAPL | SELL | $1K–$15K | $66.04 | $314.58 2026-08-27 | -376.4% exit |
| 2019-10-31 | AAPL | SELL | $15K–$50K | $62.19 | $314.58 2026-08-27 | -405.8% exit |
| 2019-10-14 | AAPL | SELL | $15K–$50K | $58.97 | $314.58 2026-08-27 | -433.5% exit |
| 2019-09-03 | AAPL | SELL | $1K–$15K | $51.42 | $314.58 2026-08-27 | -511.7% exit |
| 2019-07-31 | AAPL | SELL | $15K–$50K | $53.26 | $314.58 2026-08-27 | -490.6% exit |
| 2019-07-02 | AAPL | SELL | $15K–$50K | $50.68 | $314.58 2026-08-27 | -520.7% exit |
| 2019-06-03 | AAPL | SELL | $15K–$50K | $43.33 | $314.58 2026-08-27 | -626.1% exit |
| 2019-05-01 | AAPL | SELL | $1K–$15K | $52.63 | $314.58 2026-08-27 | -497.7% exit |
| 2019-04-05 | AAPL | SELL | $1K–$15K | $49.25 | $314.58 2026-08-27 | -538.7% exit |
| 2019-03-18 | AAPL | SELL | $1K–$15K | $47.01 | $314.58 2026-08-27 | -569.3% exit |
| 2019-02-05 | UNH | SELL | $1K–$15K | $266.31 | $395.05 2026-08-27 | -48.3% exit |
| 2019-02-04 | UNH | SELL | $1K–$15K | $268.21 | $395.05 2026-08-27 | -47.3% exit |
| 2018-11-09 | UNH | SELL | $1K–$15K | $276.55 | $395.05 2026-08-27 | -42.9% exit |
| 2018-09-06 | ATVI | SELL | $1K–$15K | — | — | — exit |
| 2017-08-31 | CNI | SELL | $15K–$50K | $80.99 | $126.48 2026-08-27 | -56.2% exit |
| 2017-04-03 | PG | SELL | $1K–$15K | $89.68 | $143.14 2026-08-27 | -59.6% exit |
| 2017-04-03 | MKL | SELL | $1K–$15K | $972.12 | $1805.82 2026-08-27 | -85.8% 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 |
|---|---|
| Shelley M Capito | 7 · PG, AAPL, ATVI, UNH, TFC, VZ |
| Alan Armstrong | 7 · PG, AAPL, UNH, PRU, TFC, VZ |
| David A Perdue , Jr | 6 · PG, AAPL, PRU, TFC, VZ, WFC |
| James B. Renacci | 6 · CNI, AAPL, UNH, PRU, VZ, WFC |
| Alan S. Lowenthal | 6 · PG, AAPL, ATVI, UNH, VZ, WFC |
| Sheldon Whitehouse | 6 · PG, AAPL, UNH, PRU, VZ, WFC |
| Kurt Schrader | 6 · PG, AAPL, UNH, TFC, VZ, WFC |
| Thomas H Tuberville | 5 · PG, AAPL, ATVI, PRU, VZ |
| Lois Frankel | 5 · MKL, PRU, TFC, VZ, WFC |
| SUSAN M COLLINS | 5 · PG, AAPL, UNH, VZ, WFC |
| K. Michael Conaway | 5 · PG, AAPL, UNH, VZ, WFC |
| David P. Roe | 5 · PG, AAPL, UNH, VZ, WFC |