house · trading 2014-02-05 → 2023-03-14
*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 |
|---|---|---|---|---|---|---|
| 2023-03-14 | USB | BUY | $15K–$50K | $37.51 | $62.40 2026-08-27 | +66.4% |
| 2022-08-03 | TROW | BUY | $15K–$50K | $126.71 | $112.36 2026-08-27 | -11.3% |
| 2021-05-10 | FDN | SELL | $15K–$50K | $214.94 | $293.83 2026-08-27 | +254.8% rt |
| 2021-05-10 | FDN | SELL | $15K–$50K | $214.94 | $293.83 2026-08-27 | +208.4% rt |
| 2021-03-18 | AAL | BUY | $1K–$15K | $24.70 | $13.72 2026-08-27 | -44.5% |
| 2021-03-18 | AAL | BUY | $1K–$15K | $24.70 | $13.72 2026-08-27 | -44.5% |
| 2021-01-13 | WOLWF | SELL | $1K–$15K | $26.84 | $28.99 2026-08-27 | -8.0% exit |
| 2021-01-13 | VIV.V | SELL | $1K–$15K | — | — | — exit |
| 2021-01-13 | TSCDF | SELL | $1K–$15K | $4.10 | $6.10 2026-08-27 | -48.6% exit |
| 2021-01-13 | TKC | SELL | $1K–$15K | $5.74 | $5.40 2026-08-27 | +5.9% exit |
| 2021-01-13 | PDS | SELL | $1K–$15K | $24.20 | $90.32 2026-08-27 | -273.2% exit |
| 2021-01-13 | OGFGF | SELL | $1K–$15K | $3.93 | $8.27 2026-08-27 | -110.4% exit |
| 2021-01-13 | NEM | SELL | $1K–$15K | $62.07 | $132.29 2026-08-27 | -113.1% exit |
| 2021-01-13 | NCMGF | SELL | $1K–$15K | — | — | — exit |
| 2021-01-13 | MLYNF | SELL | $1K–$15K | $1.63 | $2.58 2026-08-27 | -58.3% exit |
| 2021-01-13 | MJDLF | SELL | $1K–$15K | $5.87 | $12.73 2026-08-27 | -116.9% exit |
| 2021-01-13 | JGCCF | SELL | $1K–$15K | $10.00 | $15.18 2026-08-26 | -51.8% exit |
| 2021-01-13 | GOLD | SELL | $1K–$15K | $14.13 | $45.98 2026-08-27 | -225.5% exit |
| 2021-01-13 | ERIC | SELL | $1K–$15K | $11.74 | $10.08 2026-08-27 | +14.1% exit |
| 2021-01-13 | EQNR | SELL | $1K–$15K | $19.17 | $41.55 2026-08-27 | -116.7% exit |
| 2021-01-13 | CEMCF | SELL | $1K–$15K | — | — | — exit |
| 2021-01-13 | BHP | SELL | $1K–$15K | $63.40 | $96.37 2026-08-27 | -52.0% exit |
| 2021-01-13 | AUY | SELL | $1K–$15K | — | — | — exit |
| 2021-01-12 | OGFGF | SELL | $1K–$15K | $3.90 | $8.27 2026-08-27 | -112.0% exit |
| 2021-01-12 | MLYNF | SELL | $1K–$15K | $1.63 | $2.58 2026-08-27 | -58.3% exit |
| 2021-01-12 | JGCCF | SELL | $1K–$15K | $10.00 | $15.18 2026-08-26 | -51.8% exit |
| 2021-01-11 | WOLWF | SELL | $1K–$15K | $26.84 | $28.99 2026-08-27 | -8.0% exit |
| 2021-01-11 | VIV | SELL | $1K–$15K | $8.11 | $11.33 2026-08-27 | -39.7% exit |
| 2021-01-11 | TSCDF | SELL | $1K–$15K | $4.09 | $6.10 2026-08-27 | -49.1% exit |
| 2021-01-11 | TKC | SELL | $1K–$15K | $5.48 | $5.40 2026-08-27 | +1.5% exit |
| 2021-01-11 | PDS | SELL | $1K–$15K | $22.59 | $90.32 2026-08-27 | -299.8% exit |
| 2021-01-11 | NEM | SELL | $1K–$15K | $61.95 | $132.29 2026-08-27 | -113.5% exit |
| 2021-01-11 | NCMGF | SELL | $1K–$15K | — | — | — exit |
| 2021-01-11 | MJDLF | SELL | $1K–$15K | $5.87 | $12.73 2026-08-27 | -116.9% exit |
| 2021-01-11 | GOLD | SELL | $1K–$15K | $13.79 | $45.98 2026-08-27 | -233.4% exit |
| 2021-01-11 | ERIC | SELL | $1K–$15K | $11.86 | $10.08 2026-08-27 | +15.0% exit |
| 2021-01-11 | EQNR | SELL | $1K–$15K | $18.58 | $41.55 2026-08-27 | -123.6% exit |
| 2021-01-11 | CIG | SELL | $1K–$15K | $2.10 | $1.97 2026-08-27 | +6.2% exit |
| 2021-01-11 | BHP | SELL | $1K–$15K | $63.59 | $96.37 2026-08-27 | -51.6% exit |
| 2021-01-11 | AUY | SELL | $1K–$15K | — | — | — exit |
| 2021-01-04 | QQXT | SELL | $15K–$50K | $78.15 | $103.24 2026-08-27 | -32.1% exit |
| 2020-08-27 | FTA | SELL | $15K–$50K | $48.66 | $103.28 2026-08-27 | +11.6% rt |
| 2020-06-12 | TROW | BUY | $15K–$50K | $120.93 | $112.36 2026-08-27 | -7.1% |
| 2020-03-26 | UAL | BUY | $1K–$15K | $35.55 | $112.39 2026-08-27 | +216.2% |
| 2020-03-26 | FEI | BUY | $1K–$15K | — | — | — |
| 2020-03-25 | PSX | BUY | $1K–$15K | $50.50 | $239.81 2026-08-27 | +374.9% |
| 2020-03-25 | CIM | BUY | $1K–$15K | $27.96 | $11.51 2026-08-27 | -58.8% |
| 2020-03-25 | BA | BUY | $1K–$15K | $158.73 | $209.89 2026-08-27 | +32.2% |
| 2017-11-10 | FDN | BUY | $1K–$15K | $106.19 | $293.83 2026-08-27 | +176.7% |
| 2017-11-10 | BOTZ | BUY | $1K–$15K | $24.06 | $36.14 2026-08-27 | +50.2% |
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 |
|---|---|
| Thomas R Carper | 7 · FDN, BOTZ, BA, BHP, EQNR, ERIC |
| James B. Renacci | 6 · TELNF, RDS.A, TROW, BHP, TKC, VIV |
| SUSAN M COLLINS | 6 · NSRGY, BA, PSX, UAL, BHP, USB |
| Kurt Schrader | 6 · TROW, BA, CIM, BHP, CIG, ERIC |
| K. Michael Conaway | 5 · FDN, RDS.A, BHP, AAL, USB |
| Sheldon Whitehouse | 4 · NSRGY, BA, GOLD, USB |
| Shelley M Capito | 4 · NSRGY, BA, PSX, USB |
| Alan Armstrong | 4 · TELNF, BA, PSX, NEM |
| Mike Kelly | 4 · RDS.A, BA, UAL, USB |
| Dean Phillips | 4 · NSRGY, NEM, AAL, USB |
| Ed Perlmutter | 4 · BA, UAL, NEM, USB |
| David A Perdue , Jr | 3 · BA, PSX, USB |