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 |
|---|---|---|---|---|---|---|
| 2016-02-05 | DUK | BUY | $1K–$15K | $79.04 | $126.86 2026-07-13 | +60.5% |
| 2015-10-01 | SO | BUY | $1K–$15K | $44.19 | $96.47 2026-07-13 | +118.3% |
| 2015-05-14 | SNR | SELL | $1K–$15K | — | — | — exit |
| 2015-01-05 | DRAD | SELL | $1K–$15K | — | — | — 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 |
|---|---|
| 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 |