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 | $96.91 2026-07-13 | +326.9% |
| 2015-04-10 | GD | BUY | $1K–$15K | $135.91 | $372.78 2026-07-13 | +174.3% |
| 2015-02-05 | QCOM | SELL | $1K–$15K | $67.95 | $183.98 2026-07-13 | -170.8% exit |
| 2015-02-05 | DLPH | BUY | $1K–$15K | — | — | — |
| 2015-02-05 | DIS | BUY | $1K–$15K | $102.64 | $96.00 2026-07-13 | -6.5% |
| 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 | $65.10 2026-07-13 | +191.7% |
| 2015-01-27 | BTO | BUY | $1K–$15K | $21.89 | $39.18 2026-07-13 | +79.0% |
| 2015-01-15 | MCHP | BUY | $1K–$15K | $22.23 | $84.23 2026-07-13 | +278.9% |
| 2015-01-15 | HD | SELL | $1K–$15K | $101.01 | $337.11 2026-07-13 | -233.7% exit |
| 2015-01-15 | GILD | BUY | $1K–$15K | $97.40 | $131.40 2026-07-13 | +34.9% |
| 2015-01-15 | AMGN | SELL | $1K–$15K | $151.92 | $360.45 2026-07-13 | -137.3% exit |
| 2014-12-30 | UPS | BUY | $1K–$15K | $112.14 | $112.89 2026-07-13 | +0.7% |
| 2014-12-30 | MBLY | SELL | $1K–$15K | — | — | — exit |
| 2014-12-30 | GILD | BUY | $1K–$15K | $95.28 | $131.40 2026-07-13 | +37.9% |
| 2014-09-10 | BGLYX | SELL | $1K–$15K | — | — | — exit |
| 2014-06-16 | OGLYX | BUY | $1K–$15K | $81.40 | $94.08 2026-07-13 | +15.6% |
| 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 |
|---|---|
| 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 |
| Kurt Schrader | 24 · GILD, HD, DIS, QCOM, GD, MYL |
| 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 |
| David P. Roe | 22 · UPS, AMGN, HD, DIS, GD, AXP |
| Alan S. Lowenthal | 21 · UPS, HD, DIS, DLPH, GD, AXP |
| Josh Gottheimer | 21 · GILD, UPS, AMGN, HD, GD, KKR |