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 | $5.03 2026-07-13 | +33.2% rt |
| 2018-11-27 | LEE | BUY | $1K–$15K | $23.50 | $7.87 2026-07-13 | -66.5% |
| 2018-10-30 | BRK.B | BUY | $15K–$50K | $203.35 | $496.85 2026-07-13 | +144.3% |
| 2018-10-24 | BRK.B | BUY | $15K–$50K | $199.81 | $496.85 2026-07-13 | +148.7% |
| 2018-10-15 | LEE | BUY | $1K–$15K | $28.50 | $7.87 2026-07-13 | -72.4% |
| 2018-10-02 | DUK | BUY | $15K–$50K | $80.42 | $126.86 2026-07-13 | +57.8% |
| 2018-09-24 | DUK | BUY | $15K–$50K | $79.61 | $126.86 2026-07-13 | +59.4% |
| 2018-09-24 | APT | SELL | $1K–$15K | $3.65 | $5.03 2026-07-13 | +28.1% rt |
| 2018-08-27 | LEE | BUY | $1K–$15K | $29.00 | $7.87 2026-07-13 | -72.9% |
| 2018-08-24 | LEE | BUY | $1K–$15K | $29.00 | $7.87 2026-07-13 | -72.9% |
| 2018-06-26 | LEE | BUY | $15K–$50K | $29.00 | $7.87 2026-07-13 | -72.9% |
| 2018-06-14 | LEE | BUY | $1K–$15K | $25.50 | $7.87 2026-07-13 | -69.1% |
| 2018-05-25 | BRK.B | BUY | $15K–$50K | $194.15 | $496.85 2026-07-13 | +155.9% |
| 2018-05-25 | APT | SELL | $1K–$15K | $3.55 | $5.03 2026-07-13 | +18.3% rt |
| 2018-04-16 | DUK | BUY | $15K–$50K | $77.96 | $126.86 2026-07-13 | +62.7% |
| 2018-02-12 | DUK | BUY | $15K–$50K | $76.81 | $126.86 2026-07-13 | +65.2% |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $10.85 2026-07-13 | +65.1% rt |
| 2018-01-09 | TCX | SELL | $1K–$15K | $54.90 | $10.85 2026-07-13 | +99.8% rt |
| 2017-11-20 | APT | BUY | $1K–$15K | $4.20 | $5.03 2026-07-13 | +19.8% |
| 2017-10-13 | APT | BUY | $1K–$15K | $4.00 | $5.03 2026-07-13 | +25.8% |
| 2017-08-24 | APT | BUY | $1K–$15K | $3.40 | $5.03 2026-07-13 | +47.9% |
| 2017-07-20 | APT | BUY | $1K–$15K | $3.40 | $5.03 2026-07-13 | +47.9% |
| 2017-06-29 | APT | BUY | $1K–$15K | $3.10 | $5.03 2026-07-13 | +62.3% |
| 2017-06-01 | APT | BUY | $1K–$15K | $2.85 | $5.03 2026-07-13 | +76.5% |
| 2017-05-12 | FOXA | SELL | $1K–$15K | — | — | — exit |
| 2017-05-12 | APT | BUY | $1K–$15K | $3.00 | $5.03 2026-07-13 | +67.7% |
| 2017-03-21 | XOM | SELL | $1K–$15K | $81.83 | $144.51 2026-07-13 | -76.6% exit |
| 2017-03-21 | WFC | SELL | $1K–$15K | $55.85 | $87.67 2026-07-13 | +15.4% rt |
| 2017-03-21 | UNP | SELL | $1K–$15K | $103.65 | $289.13 2026-07-13 | -178.9% exit |
| 2017-03-21 | PG | SELL | $1K–$15K | $91.19 | $148.37 2026-07-13 | -62.7% exit |
| 2017-03-21 | BDX | SELL | $1K–$15K | $139.07 | $153.83 2026-07-13 | -10.6% exit |
| 2017-03-15 | ORCL | SELL | $1K–$15K | $43.05 | $131.54 2026-07-13 | -205.6% exit |
| 2017-02-15 | TCX | SELL | $15K–$50K | $45.50 | $10.85 2026-07-13 | +124.5% rt |
| 2017-01-27 | VZ | SELL | $1K–$15K | $49.60 | $42.68 2026-07-13 | +13.9% exit |
| 2017-01-27 | LEE | BUY | $1K–$15K | $32.00 | $7.87 2026-07-13 | -75.4% |
| 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 | $362.87 2026-07-13 | +428.2% |
| 2016-10-10 | T | BUY | $1K–$15K | $29.46 | $21.55 2026-07-13 | -26.9% |
| 2016-09-28 | TCX | BUY | $1K–$15K | $33.25 | $10.85 2026-07-13 | -67.4% |
| 2016-09-19 | KO | BUY | $1K–$15K | $42.10 | $84.25 2026-07-13 | +100.1% |
| 2016-09-07 | LEE | SELL | $1K–$15K | $35.20 | $7.87 2026-07-13 | +78.7% rt |
| 2016-08-31 | FOXA | BUY | $1K–$15K | — | — | — |
| 2016-08-31 | BAX | SELL | $1K–$15K | $46.73 | $22.57 2026-07-13 | +51.7% exit |
| 2016-08-29 | ISDR | BUY | $1K–$15K | — | — | — |
| 2016-08-23 | WFC | BUY | $1K–$15K | $48.41 | $87.67 2026-07-13 | +81.1% |
| 2016-08-12 | TCX | BUY | $1K–$15K | $27.47 | $10.85 2026-07-13 | -60.5% |
| 2016-04-21 | LEE | BUY | $1K–$15K | $19.70 | $7.87 2026-07-13 | -60.0% |
| 2016-02-16 | TCX | BUY | $1K–$15K | $20.27 | $10.85 2026-07-13 | -46.5% |
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 |