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 |
|---|---|---|---|---|---|---|
| 2017-08-15 | TROW | BUY | $1K–$15K | $83.90 | $112.36 2026-08-27 | +33.9% |
| 2017-08-14 | TROW | BUY | $1K–$15K | $83.84 | $112.36 2026-08-27 | +34.0% |
| 2017-08-14 | SRF | SELL | $1K–$15K | — | — | — exit |
| 2017-08-14 | FXD | SELL | $15K–$50K | $37.20 | $68.86 2026-08-27 | +4.2% rt |
| 2017-05-12 | JHB | BUY | $1K–$15K | — | — | — |
| 2017-02-15 | TROW | BUY | $15K–$50K | $71.55 | $112.36 2026-08-27 | +57.0% |
| 2017-02-15 | PRHSX | BUY | $15K–$50K | $65.22 | $96.74 2026-08-27 | +48.3% |
| 2017-02-15 | FEI | BUY | $15K–$50K | — | — | — |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $134.34 2026-08-27 | -14.0% rt |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $134.34 2026-08-27 | -17.5% rt |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $23.37 2026-08-27 | +60.5% |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $23.37 2026-08-27 | +60.5% |
| 2016-03-07 | FEI | BUY | $1K–$15K | — | — | — |
| 2016-02-02 | QQXT | BUY | $15K–$50K | $37.26 | $103.24 2026-08-27 | +177.1% |
| 2016-02-02 | FBT | SELL | $15K–$50K | $82.18 | $273.91 2026-08-27 | -22.1% rt |
| 2016-02-02 | QQXT | SELL | $15K–$50K | $37.26 | $103.24 2026-08-27 | 0.0% rt |
| 2016-01-27 | CNRAF | SELL | $1K–$15K | $2.02 | $1.85 2026-08-27 | +8.4% exit |
| 2015-09-28 | ATAZF | SELL | $1K–$15K | $8.24 | $17.79 2026-08-27 | -115.9% exit |
| 2015-09-21 | RDVY | BUY | $1K–$15K | $20.77 | $82.41 2026-08-27 | +296.8% |
| 2015-09-21 | FXH | BUY | $1K–$15K | $64.40 | $134.34 2026-08-27 | +108.6% |
| 2015-09-21 | FXG | BUY | $1K–$15K | $43.43 | $64.99 2026-08-27 | +49.6% |
| 2015-09-21 | FXD | BUY | $1K–$15K | $35.60 | $68.86 2026-08-27 | +93.4% |
| 2015-09-21 | FVD | BUY | $1K–$15K | $23.08 | $50.49 2026-08-27 | +118.8% |
| 2015-09-21 | FTA | BUY | $1K–$15K | $38.73 | $103.28 2026-08-27 | +166.7% |
| 2015-09-21 | FDN | BUY | $1K–$15K | $69.70 | $293.83 2026-08-27 | +321.6% |
| 2015-09-21 | FBT | BUY | $1K–$15K | $114.14 | $273.91 2026-08-27 | +140.0% |
| 2015-08-12 | RDS.A | SELL | $1K–$15K | — | — | — exit |
| 2015-08-12 | RDS.A | BUY | $1K–$15K | — | — | — |
| 2015-08-05 | TELNF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | SNGNF | SELL | $1K–$15K | $2.95 | $3.29 2026-08-27 | -11.5% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.15 2026-08-27 | +41.9% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.54 2026-08-27 | +38.3% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $14.06 2026-08-27 | -2.9% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $12.85 2026-08-27 | -7.1% exit |
| 2015-08-05 | TELNF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | SNGNF | SELL | $1K–$15K | $2.95 | $3.29 2026-08-27 | -11.5% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.15 2026-08-27 | +41.9% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.54 2026-08-27 | +38.3% exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $12.85 2026-08-27 | -7.1% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $14.06 2026-08-27 | -2.9% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $97.19 2026-08-27 | -28.9% exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $97.19 2026-08-27 | -28.9% exit |
| 2015-07-21 | VNR | SELL | $1K–$15K | — | — | — exit |
| 2015-05-13 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-08-26 | +62.8% exit |
| 2015-04-28 | TBVPF | SELL | $1K–$15K | $0.61 | $0.40 2026-08-27 | +34.5% exit |
| 2015-04-28 | CUAEF | SELL | $1K–$15K | $2.55 | $6.32 2026-08-27 | -147.8% exit |
| 2015-04-27 | FOEAF | SELL | $1K–$15K | — | — | — exit |
| 2015-04-27 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-08-26 | +62.8% 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 |
|---|---|
| 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 |