house · trading 2019-10-03 → 2023-02-16
*Purchases reported over roughly the last three years, weighted by the midpoint of each disclosed dollar band and marked to the latest close. Filings state a range, never a share count, so this tracks the stock rather than the position. It is not a dollar figure and it is not what this member made.
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2023-02-16 | WFC | SELL | $50K–$100K | $47.22 | $86.69 2026-08-28 | -83.6% exit |
| 2023-02-16 | MS | SELL | $100K–$250K | $99.57 | $214.77 2026-08-28 | +222.0% rt |
| 2023-02-16 | JPM | SELL | $50K–$100K | $141.82 | $357.62 2026-08-28 | -152.2% exit |
| 2023-02-16 | GS | SELL | $50K–$100K | $370.20 | $1033.99 2026-08-28 | -179.3% exit |
| 2020-03-19 | MS | BUY | $50K–$100K | $30.92 | $214.77 2026-08-28 | +594.6% |
| 2020-03-04 | KTB | SELL | $1K–$15K | $34.55 | $76.99 2026-08-28 | -122.8% exit |
| 2020-03-04 | AAPL | SELL | $1K–$15K | $75.69 | $319.70 2026-08-28 | -322.4% exit |
| 2019-10-03 | VFC | SELL | $15K–$50K | $87.17 | $13.67 2026-08-28 | +84.3% exit |
Buys are marked to the latest close and treated as still open. A sell tagged rt closes an earlier disclosed buy in the same name. exit reads from the seller's side: how the stock moved after they were out.
| Member | Shared tickers |
|---|---|
| Alan S. Lowenthal | 5 · AAPL, MS, GS, JPM, WFC |
| Thomas R Carper | 5 · AAPL, MS, GS, JPM, WFC |
| Sheldon Whitehouse | 5 · AAPL, VFC, GS, JPM, WFC |
| SUSAN M COLLINS | 5 · AAPL, VFC, GS, JPM, WFC |
| Shelley M Capito | 5 · AAPL, MS, VFC, JPM, WFC |
| Alan Armstrong | 5 · AAPL, MS, GS, JPM, WFC |
| David P. Roe | 5 · AAPL, VFC, GS, JPM, WFC |
| John A. Yarmuth | 5 · AAPL, MS, GS, JPM, WFC |
| James B. Renacci | 4 · AAPL, MS, JPM, WFC |
| Josh Gottheimer | 4 · AAPL, MS, GS, JPM |
| Lois Frankel | 4 · MS, GS, JPM, WFC |
| Pat Roberts | 4 · AAPL, KTB, JPM, WFC |