house · trading 2015-01-20 → 2017-06-05
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2017-06-05 | BRK.B | SELL | $100K–$250K | — | — | — exit |
| 2017-03-06 | BRK.B | BUY | $100K–$250K | — | — | — |
| 2015-05-18 | GCAP | SELL | $15K–$50K | — | — | — exit |
| 2015-05-18 | AFG | SELL | $15K–$50K | $64.31 | $139.18 2026-06-26 | -0.9% rt |
| 2015-04-24 | AFG | BUY | $15K–$50K | $64.93 | $139.18 2026-06-26 | +114.3% |
| 2015-04-23 | GCAP | BUY | $15K–$50K | — | — | — |
| 2015-02-04 | AAPL | SELL | $50K–$100K | $29.89 | $283.78 2026-06-26 | +6.4% rt |
| 2015-02-04 | AAPL | SELL | $15K–$50K | $29.89 | $283.78 2026-06-26 | +9.1% rt |
| 2015-01-28 | AAPL | SELL | $15K–$50K | $28.83 | $283.78 2026-06-26 | +6.1% rt |
| 2015-01-26 | AAPL | BUY | $15K–$50K | $28.27 | $283.78 2026-06-26 | +903.6% |
| 2015-01-22 | AAPL | BUY | $15K–$50K | $28.10 | $283.78 2026-06-26 | +909.9% |
| 2015-01-21 | AAPL | BUY | $50K–$100K | $27.39 | $283.78 2026-06-26 | +936.2% |
| 2015-01-20 | AAPL | BUY | $50K–$100K | $27.18 | $283.78 2026-06-26 | +944.1% |
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 |
|---|---|
| Hon. Kathy Castor | 2 · AAPL, BRK.B |
| Hon. Josh Gottheimer | 2 · AAPL, BRK.B |
| Hon. James B. Renacci | 2 · AAPL, BRK.B |
| Hon. Alan S. Lowenthal | 2 · AAPL, BRK.B |
| Hon. Ed Perlmutter | 2 · AAPL, BRK.B |
| Hon. Kurt Schrader | 2 · AAPL, BRK.B |
| Hon. Diane Black | 2 · AAPL, BRK.B |
| Hon. John A. Yarmuth | 2 · AAPL, BRK.B |
| Hon. Marjorie Taylor Mrs Greene | 2 · AAPL, BRK.B |
| Hon. Fred Upton | 2 · AAPL, BRK.B |
| Hon. Katherine M. Clark | 2 · AAPL, BRK.B |
| Hon. Kenny Marchant | 2 · AAPL, BRK.B |