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 | $113.65 2026-07-13 | +35.5% |
| 2017-08-14 | TROW | BUY | $1K–$15K | $83.84 | $113.65 2026-07-13 | +35.6% |
| 2017-08-14 | SRF | SELL | $1K–$15K | — | — | — exit |
| 2017-08-14 | FXD | SELL | $15K–$50K | $37.20 | $68.59 2026-07-13 | +4.2% rt |
| 2017-05-12 | JHB | BUY | $1K–$15K | — | — | — |
| 2017-02-15 | TROW | BUY | $15K–$50K | $71.55 | $113.65 2026-07-13 | +58.8% |
| 2017-02-15 | PRHSX | BUY | $15K–$50K | $65.22 | $89.98 2026-07-13 | +38.0% |
| 2017-02-15 | FEI | BUY | $15K–$50K | — | — | — |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $123.66 2026-07-13 | -14.0% rt |
| 2016-03-17 | FXH | SELL | $15K–$50K | $53.15 | $123.66 2026-07-13 | -17.5% rt |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $21.08 2026-07-13 | +44.8% |
| 2016-03-16 | FXN | BUY | $15K–$50K | $14.56 | $21.08 2026-07-13 | +44.8% |
| 2016-03-07 | FEI | BUY | $1K–$15K | — | — | — |
| 2016-02-02 | QQXT | BUY | $15K–$50K | $37.26 | $99.27 2026-07-13 | +166.4% |
| 2016-02-02 | FBT | SELL | $15K–$50K | $82.18 | $247.54 2026-07-13 | -22.1% rt |
| 2016-02-02 | QQXT | SELL | $15K–$50K | $37.26 | $99.27 2026-07-13 | 0.0% rt |
| 2016-01-27 | CNRAF | SELL | $1K–$15K | $2.02 | $1.82 2026-07-13 | +9.7% exit |
| 2015-09-28 | ATAZF | SELL | $1K–$15K | $8.24 | $17.79 2026-07-13 | -115.9% exit |
| 2015-09-21 | RDVY | BUY | $1K–$15K | $20.77 | $79.75 2026-07-13 | +284.0% |
| 2015-09-21 | FXH | BUY | $1K–$15K | $64.40 | $123.66 2026-07-13 | +92.0% |
| 2015-09-21 | FXG | BUY | $1K–$15K | $43.43 | $64.26 2026-07-13 | +48.0% |
| 2015-09-21 | FXD | BUY | $1K–$15K | $35.60 | $68.59 2026-07-13 | +92.7% |
| 2015-09-21 | FVD | BUY | $1K–$15K | $23.08 | $49.28 2026-07-13 | +113.5% |
| 2015-09-21 | FTA | BUY | $1K–$15K | $38.73 | $98.81 2026-07-13 | +155.1% |
| 2015-09-21 | FDN | BUY | $1K–$15K | $69.70 | $274.81 2026-07-13 | +294.3% |
| 2015-09-21 | FBT | BUY | $1K–$15K | $114.14 | $247.54 2026-07-13 | +116.9% |
| 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 | $3.24 2026-07-13 | -9.8% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.09 2026-07-13 | +45.0% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.57 2026-07-13 | +34.8% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $14.48 2026-07-13 | -5.9% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $11.58 2026-07-13 | +3.5% exit |
| 2015-08-05 | TELNF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-05 | SNGNF | SELL | $1K–$15K | $2.95 | $3.24 2026-07-13 | -9.8% exit |
| 2015-08-05 | NZTCF | SELL | $1K–$15K | $1.98 | $1.09 2026-07-13 | +45.0% exit |
| 2015-08-05 | KWIPF | SELL | $1K–$15K | $0.87 | $0.57 2026-07-13 | +34.8% exit |
| 2015-08-05 | ITOCF | SELL | $1K–$15K | $12.00 | $11.58 2026-07-13 | +3.5% exit |
| 2015-08-05 | ISUZF | SELL | $1K–$15K | $13.67 | $14.48 2026-07-13 | -5.9% exit |
| 2015-08-05 | CHLKF | SELL | $1K–$15K | — | — | — exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $103.37 2026-07-13 | -37.0% exit |
| 2015-08-04 | NSRGY | SELL | $1K–$15K | $75.43 | $103.37 2026-07-13 | -37.0% exit |
| 2015-07-21 | VNR | SELL | $1K–$15K | — | — | — exit |
| 2015-05-13 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-07-10 | +62.8% exit |
| 2015-04-28 | TBVPF | SELL | $1K–$15K | $0.61 | $0.34 2026-07-13 | +45.0% exit |
| 2015-04-28 | CUAEF | SELL | $1K–$15K | $2.55 | $6.32 2026-07-13 | -147.8% exit |
| 2015-04-27 | FOEAF | SELL | $1K–$15K | — | — | — exit |
| 2015-04-27 | AOZOF | SELL | $1K–$15K | $37.70 | $14.02 2026-07-10 | +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 |
| 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 |
| Josh Gottheimer | 3 · NSRGY, BA, BHP |