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 |
|---|---|---|---|---|---|---|
| 2019-02-06 | APT | SELL | $1K–$15K | $4.13 | $5.47 2026-08-27 | +33.2% rt |
| 2018-11-27 | LEE | BUY | $1K–$15K | $23.50 | $8.26 2026-08-27 | -64.8% |
| 2018-10-30 | BRK.B | BUY | $15K–$50K | $203.35 | $503.70 2026-08-27 | +147.7% |
| 2018-10-24 | BRK.B | BUY | $15K–$50K | $199.81 | $503.70 2026-08-27 | +152.1% |
| 2018-10-15 | LEE | BUY | $1K–$15K | $28.50 | $8.26 2026-08-27 | -71.0% |
| 2018-10-02 | DUK | BUY | $15K–$50K | $80.42 | $120.84 2026-08-27 | +50.3% |
| 2018-09-24 | DUK | BUY | $15K–$50K | $79.61 | $120.84 2026-08-27 | +51.8% |
| 2018-09-24 | APT | SELL | $1K–$15K | $3.65 | $5.47 2026-08-27 | +28.1% rt |
| 2018-08-27 | LEE | BUY | $1K–$15K | $29.00 | $8.26 2026-08-27 | -71.5% |
| 2018-08-24 | LEE | BUY | $1K–$15K | $29.00 | $8.26 2026-08-27 | -71.5% |
| 2018-06-26 | LEE | BUY | $15K–$50K | $29.00 | $8.26 2026-08-27 | -71.5% |
| 2018-06-14 | LEE | BUY | $1K–$15K | $25.50 | $8.26 2026-08-27 | -67.6% |
| 2018-05-25 | BRK.B | BUY | $15K–$50K | $194.15 | $503.70 2026-08-27 | +159.4% |
| 2018-05-25 | APT | SELL | $1K–$15K | $3.55 | $5.47 2026-08-27 | +18.3% rt |
| 2018-04-16 | DUK | BUY | $15K–$50K | $77.96 | $120.84 2026-08-27 | +55.0% |
| 2018-02-12 | DUK | BUY | $15K–$50K | $76.81 | $120.84 2026-08-27 | +57.3% |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $9.97 2026-08-27 | +65.1% rt |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $9.97 2026-08-27 | +99.8% rt |
| 2017-11-20 | APT | BUY | $1K–$15K | $4.20 | $5.47 2026-08-27 | +30.2% |
| 2017-10-13 | APT | BUY | $1K–$15K | $4.00 | $5.47 2026-08-27 | +36.8% |
| 2017-08-24 | APT | BUY | $1K–$15K | $3.40 | $5.47 2026-08-27 | +60.9% |
| 2017-07-20 | APT | BUY | $1K–$15K | $3.40 | $5.47 2026-08-27 | +60.9% |
| 2017-06-29 | APT | BUY | $1K–$15K | $3.10 | $5.47 2026-08-27 | +76.5% |
| 2017-06-01 | APT | BUY | $1K–$15K | $2.85 | $5.47 2026-08-27 | +91.9% |
| 2017-05-12 | FOXA | SELL | $1K–$15K | — | — | — exit |
| 2017-05-12 | APT | BUY | $1K–$15K | $3.00 | $5.47 2026-08-27 | +82.3% |
| 2017-03-21 | XOM | SELL | $1K–$15K | $81.83 | $156.44 2026-08-27 | -91.2% exit |
| 2017-03-21 | WFC | SELL | $1K–$15K | $55.85 | $84.97 2026-08-27 | +15.4% rt |
| 2017-03-21 | UNP | SELL | $1K–$15K | $103.65 | $307.67 2026-08-27 | -196.8% exit |
| 2017-03-21 | PG | SELL | $1K–$15K | $91.19 | $143.14 2026-08-27 | -57.0% exit |
| 2017-03-21 | BDX | SELL | $1K–$15K | $139.07 | $188.13 2026-08-27 | -35.3% exit |
| 2017-03-15 | ORCL | SELL | $1K–$15K | $43.05 | $151.94 2026-08-27 | -252.9% exit |
| 2017-02-15 | TCX | SELL | $15K–$50K | $45.50 | $9.97 2026-08-27 | +124.5% rt |
| 2017-01-27 | VZ | SELL | $1K–$15K | $49.60 | $49.43 2026-08-27 | +0.3% exit |
| 2017-01-27 | LEE | BUY | $1K–$15K | $32.00 | $8.26 2026-08-27 | -74.2% |
| 2016-12-14 | ISDR | SELL | $1K–$15K | — | — | — exit |
| 2016-12-13 | ISDR | SELL | $1K–$15K | — | — | — exit |
| 2016-11-04 | IQNT | SELL | $1K–$15K | — | — | — exit |
| 2016-10-31 | MAR | BUY | $15K–$50K | $68.70 | $353.87 2026-08-27 | +415.1% |
| 2016-10-10 | T | BUY | $1K–$15K | $29.46 | $25.43 2026-08-27 | -13.7% |
| 2016-09-28 | TCX | BUY | $1K–$15K | $33.25 | $9.97 2026-08-27 | -70.0% |
| 2016-09-19 | KO | BUY | $1K–$15K | $42.10 | $89.06 2026-08-27 | +111.5% |
| 2016-09-07 | LEE | SELL | $1K–$15K | $35.20 | $8.26 2026-08-27 | +78.7% rt |
| 2016-08-31 | FOXA | BUY | $1K–$15K | — | — | — |
| 2016-08-31 | BAX | SELL | $1K–$15K | $46.73 | $25.93 2026-08-27 | +44.5% exit |
| 2016-08-29 | ISDR | BUY | $1K–$15K | — | — | — |
| 2016-08-23 | WFC | BUY | $1K–$15K | $48.41 | $84.97 2026-08-27 | +75.5% |
| 2016-08-12 | TCX | BUY | $1K–$15K | $27.47 | $9.97 2026-08-27 | -63.7% |
| 2016-04-21 | LEE | BUY | $1K–$15K | $19.70 | $8.26 2026-08-27 | -58.1% |
| 2016-02-16 | TCX | BUY | $1K–$15K | $20.27 | $9.97 2026-08-27 | -50.8% |
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 |
|---|---|
| Alan Armstrong | 24 · DUK, WFC, FOXA, KO, T, MAR |
| 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 |