house · trading 2015-01-05 → 2022-12-08
*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 |
|---|---|---|---|---|---|---|
| 2022-12-08 | GS | BUY | $1K–$15K | $358.08 | $1045.91 2026-07-13 | +192.1% |
| 2022-08-30 | CS | BUY | $1K–$15K | — | — | — |
| 2022-07-22 | VZ | SELL | $1K–$15K | $44.45 | $42.68 2026-07-13 | +4.0% exit |
| 2022-07-22 | AATC | BUY | $1K–$15K | $5.00 | $5.42 2026-07-13 | +8.4% |
| 2022-04-11 | VZ | SELL | $1K–$15K | $53.90 | $42.68 2026-07-13 | +20.8% exit |
| 2022-03-18 | CS | BUY | $1K–$15K | — | — | — |
| 2021-10-12 | T | SELL | $1K–$15K | $19.21 | $21.55 2026-07-13 | -12.2% exit |
| 2021-10-12 | T | BUY | $1K–$15K | $19.21 | $21.55 2026-07-13 | +12.2% |
| 2021-09-29 | D | BUY | $15K–$50K | $74.35 | $70.80 2026-07-13 | -4.8% |
| 2021-08-16 | PFE | SELL | $15K–$50K | $48.91 | $24.48 2026-07-13 | +60.3% rt |
| 2021-05-14 | GE | BUY | $1K–$15K | $66.09 | $353.42 2026-07-13 | +434.8% |
| 2021-03-24 | BRK.B | BUY | $1K–$15K | $249.63 | $496.85 2026-07-13 | +99.0% |
| 2021-02-08 | T | SELL | $1K–$15K | $21.73 | $21.55 2026-07-13 | -26.3% rt |
| 2021-02-08 | TFC | SELL | $1K–$15K | $52.97 | $51.95 2026-07-13 | +1.9% exit |
| 2021-02-08 | CSCO | SELL | $1K–$15K | $48.94 | $119.25 2026-07-13 | -143.7% exit |
| 2021-02-01 | GS | SELL | $1K–$15K | $274.73 | $1045.91 2026-07-13 | -280.7% exit |
| 2021-01-22 | LEE | SELL | $1K–$15K | $13.70 | $7.87 2026-07-13 | -52.8% rt |
| 2021-01-22 | DUK | BUY | $1K–$15K | $90.29 | $126.86 2026-07-13 | +40.5% |
| 2020-12-01 | VTRS | SELL | $1K–$15K | $17.01 | $16.39 2026-07-13 | +3.6% exit |
| 2020-11-24 | LEE | BUY | $1K–$15K | $10.20 | $7.87 2026-07-13 | -22.8% |
| 2020-10-28 | BAC | SELL | $15K–$50K | $23.47 | $59.50 2026-07-13 | -153.5% exit |
| 2020-09-16 | PFE | BUY | $1K–$15K | $34.90 | $24.48 2026-07-13 | -29.9% |
| 2020-07-01 | PFE | BUY | $1K–$15K | $32.01 | $24.48 2026-07-13 | -23.5% |
| 2020-06-23 | LEE | SELL | $1K–$15K | $10.50 | $7.87 2026-07-13 | -58.8% rt |
| 2020-06-08 | D | BUY | $15K–$50K | $86.40 | $70.80 2026-07-13 | -18.1% |
| 2020-06-01 | D | BUY | $15K–$50K | $85.89 | $70.80 2026-07-13 | -17.6% |
| 2020-04-29 | MAR | SELL | $15K–$50K | $95.99 | $362.87 2026-07-13 | +39.7% rt |
| 2020-04-29 | D | BUY | $15K–$50K | $78.67 | $70.80 2026-07-13 | -10.0% |
| 2020-04-13 | DUK | BUY | $1K–$15K | $87.36 | $126.86 2026-07-13 | +45.2% |
| 2020-04-13 | AAPL | SELL | $1K–$15K | $68.31 | $317.31 2026-07-13 | -364.5% exit |
| 2020-04-02 | DUK | BUY | $15K–$50K | $79.39 | $126.86 2026-07-13 | +59.8% |
| 2020-03-17 | PFE | BUY | $1K–$15K | $30.51 | $24.48 2026-07-13 | -19.8% |
| 2020-02-11 | CSCO | SELL | $1K–$15K | $49.13 | $119.25 2026-07-13 | -142.7% exit |
| 2020-02-05 | BSX | SELL | $1K–$15K | $42.62 | $44.65 2026-07-13 | -4.8% exit |
| 2020-02-02 | TFC | SELL | $15K–$50K | $51.57 | $51.95 2026-07-13 | -0.7% exit |
| 2020-01-15 | BRK.B | BUY | $15K–$50K | $228.35 | $496.85 2026-07-13 | +117.6% |
| 2020-01-15 | SANM | SELL | $15K–$50K | $34.31 | $201.80 2026-07-13 | -488.2% exit |
| 2020-01-15 | ARCC | SELL | $1K–$15K | $18.86 | $18.64 2026-07-13 | +1.2% exit |
| 2020-01-02 | WFC | SELL | $1K–$15K | $53.75 | $87.67 2026-07-13 | -63.1% exit |
| 2020-01-02 | GE | SELL | $1K–$15K | $59.46 | $353.42 2026-07-13 | -494.4% exit |
| 2020-01-02 | DTEGY | SELL | $1K–$15K | $16.35 | $30.30 2026-07-13 | -85.3% exit |
| 2020-01-02 | CVS | SELL | $1K–$15K | $74.16 | $105.90 2026-07-13 | -42.8% exit |
| 2020-01-02 | CDNS | SELL | $1K–$15K | $71.44 | $377.92 2026-07-13 | -429.0% exit |
| 2020-01-02 | ADTN | SELL | $1K–$15K | $10.01 | $12.43 2026-07-13 | -24.2% exit |
| 2019-08-05 | APT | SELL | $1K–$15K | $3.45 | $5.03 2026-07-13 | +1.5% rt |
| 2019-05-02 | GD | SELL | $1K–$15K | $174.57 | $372.78 2026-07-13 | -113.5% exit |
| 2019-04-11 | LEE | BUY | $15K–$50K | $30.70 | $7.87 2026-07-13 | -74.4% |
| 2019-03-13 | LEE | SELL | $15K–$50K | $35.60 | $7.87 2026-07-13 | +11.3% rt |
| 2019-02-14 | APT | BUY | $1K–$15K | $3.86 | $5.03 2026-07-13 | +30.3% |
| 2019-02-07 | APT | SELL | $1K–$15K | $4.14 | $5.03 2026-07-13 | +21.8% rt |
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 |
|---|---|
| K. Michael Conaway | 20 · DUK, WFC, BAX, KO, T, VZ |
| Thomas H Tuberville | 19 · DUK, KO, VZ, BDX, ORCL, PG |
| Alan S. Lowenthal | 18 · WFC, T, VZ, ORCL, PG, UNP |
| John A. Yarmuth | 18 · DUK, WFC, KO, T, VZ, ORCL |
| David A Perdue , Jr | 17 · SO, DUK, WFC, BAX, FOXA, KO |
| Josh Gottheimer | 17 · DUK, KO, T, MAR, VZ, BDX |
| SUSAN M COLLINS | 17 · DUK, WFC, FOXA, T, VZ, ORCL |
| Earl Blumenauer | 17 · SO, WFC, BAX, T, VZ, PG |
| Lois Frankel | 16 · SO, DUK, WFC, BAX, MAR, VZ |
| Sheldon Whitehouse | 16 · SO, WFC, KO, T, MAR, VZ |
| Kurt Schrader | 16 · WFC, BAX, KO, T, VZ, PG |
| David P. Roe | 16 · SO, DUK, WFC, KO, T, VZ |