house · trading 2014-06-16 → 2021-12-17
*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 |
|---|---|---|---|---|---|---|
| 2015-04-10 | KKR | BUY | $1K–$15K | $22.70 | $109.32 2026-08-27 | +381.6% |
| 2015-04-10 | GD | BUY | $1K–$15K | $135.91 | $380.06 2026-08-27 | +179.6% |
| 2015-02-05 | QCOM | SELL | $1K–$15K | $67.95 | $164.78 2026-08-27 | -142.5% exit |
| 2015-02-05 | DLPH | BUY | $1K–$15K | — | — | — |
| 2015-02-05 | DIS | BUY | $1K–$15K | $102.64 | $106.82 2026-08-27 | +4.1% |
| 2015-01-27 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2015-01-27 | PETM | SELL | $1K–$15K | — | — | — exit |
| 2015-01-27 | FR | BUY | $1K–$15K | $22.32 | $62.39 2026-08-27 | +179.5% |
| 2015-01-27 | BTO | BUY | $1K–$15K | $21.89 | $39.63 2026-08-27 | +81.0% |
| 2015-01-15 | MCHP | BUY | $1K–$15K | $22.23 | $75.49 2026-08-27 | +239.6% |
| 2015-01-15 | HD | SELL | $1K–$15K | $101.01 | $328.61 2026-08-27 | -225.3% exit |
| 2015-01-15 | GILD | BUY | $1K–$15K | $97.40 | $148.86 2026-08-27 | +52.8% |
| 2015-01-15 | AMGN | SELL | $1K–$15K | $151.92 | $436.99 2026-08-27 | -187.6% exit |
| 2014-12-30 | UPS | BUY | $1K–$15K | $112.14 | $105.68 2026-08-27 | -5.8% |
| 2014-12-30 | MBLY | SELL | $1K–$15K | — | — | — exit |
| 2014-12-30 | GILD | BUY | $1K–$15K | $95.28 | $148.86 2026-08-27 | +56.2% |
| 2014-09-10 | BGLYX | SELL | $1K–$15K | — | — | — exit |
| 2014-06-16 | OGLYX | BUY | $1K–$15K | $81.40 | $95.73 2026-08-27 | +17.6% |
| 2014-06-16 | BGLYX | BUY | $1K–$15K | — | — | — |
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 | 35 · GILD, UPS, AMGN, HD, MCHP, DIS |
| David A Perdue , Jr | 30 · UPS, HD, DIS, QCOM, MYL, AXP |
| Sheldon Whitehouse | 29 · GILD, AMGN, BTO, HD, MCHP, UTX |
| James B. Renacci | 27 · GILD, AMGN, HD, UTX, DIS, DLPH |
| SUSAN M COLLINS | 27 · GILD, UPS, AMGN, HD, MCHP, UTX |
| K. Michael Conaway | 24 · GILD, HD, UTX, DIS, GD, AXP |
| John A. Yarmuth | 24 · GILD, UPS, AMGN, HD, UTX, DIS |
| Thomas H Tuberville | 23 · GILD, UPS, AMGN, MCHP, DIS, QCOM |
| Thomas R Carper | 23 · HD, DIS, QCOM, KKR, GLW, INTC |
| Kurt Schrader | 23 · GILD, HD, DIS, QCOM, GD, MYL |
| David P. Roe | 22 · UPS, AMGN, HD, DIS, GD, AXP |
| Alan S. Lowenthal | 21 · UPS, HD, DIS, DLPH, GD, AXP |