house · trading 2014-01-07 → 2022-12-14
*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 |
|---|---|---|---|---|---|---|
| 2018-10-25 | SRE | BUY | $230.01–$230.01 | $57.52 | $94.41 2026-07-13 | +64.1% |
| 2018-10-24 | SRE | BUY | $1K–$15K | $57.95 | $94.41 2026-07-13 | +62.9% |
| 2018-10-24 | ATVI | BUY | $1K–$15K | — | — | — |
| 2018-10-24 | SRE | BUY | $348.79–$348.79 | $57.95 | $94.41 2026-07-13 | +62.9% |
| 2018-10-24 | ATVI | BUY | $207.94–$207.94 | — | — | — |
| 2018-10-24 | SRE | BUY | $581.31–$581.31 | $57.95 | $94.41 2026-07-13 | +62.9% |
| 2018-10-24 | ATVI | BUY | $1K–$15K | — | — | — |
| 2018-10-23 | DWDP | SELL | $15K–$50K | — | — | — exit |
| 2018-10-23 | DWDP | SELL | $1K–$15K | — | — | — exit |
| 2018-10-12 | EFX | SELL | $1K–$15K | $123.05 | $172.61 2026-07-13 | +8.9% rt |
| 2018-10-11 | EFX | SELL | $1K–$15K | $118.52 | $172.61 2026-07-13 | +3.8% rt |
| 2018-09-27 | DWDP | SELL | $1K–$15K | — | — | — exit |
| 2018-09-24 | MLM | SELL | $15K–$50K | $190.84 | $569.35 2026-07-13 | -10.1% rt |
| 2018-09-18 | IPG | BUY | $1K–$15K | — | — | — |
| 2018-08-29 | RHT | BUY | $444.6–$444.6 | — | — | — |
| 2018-08-29 | DOV | BUY | $346.92–$346.92 | $86.77 | $214.27 2026-07-13 | +146.9% |
| 2018-08-29 | RHT | BUY | $1K–$15K | — | — | — |
| 2018-08-29 | DOV | BUY | $1K–$15K | $86.77 | $214.27 2026-07-13 | +146.9% |
| 2018-08-27 | ADSK | SELL | $309.77–$309.77 | $154.63 | $212.22 2026-07-13 | -37.2% exit |
| 2018-08-27 | ADSK | SELL | $774.44–$774.44 | $154.63 | $212.22 2026-07-13 | -37.2% exit |
| 2018-08-27 | ADSK | SELL | $1K–$15K | $154.63 | $212.22 2026-07-13 | -37.2% exit |
| 2018-08-20 | RUN | BUY | $405.84–$405.84 | $13.88 | $12.41 2026-07-13 | -10.6% |
| 2018-08-20 | ATVI | BUY | $1K–$15K | — | — | — |
| 2018-08-20 | RUN | BUY | $1K–$15K | $13.88 | $12.41 2026-07-13 | -10.6% |
| 2018-08-15 | CS | BUY | $1K–$15K | — | — | — |
| 2018-08-14 | ADI | SELL | $1K–$15K | $94.85 | $386.01 2026-07-13 | -307.0% exit |
| 2018-08-14 | ADI | SELL | $190.35–$190.35 | $94.85 | $386.01 2026-07-13 | -307.0% exit |
| 2018-08-13 | CS | BUY | $1K–$15K | — | — | — |
| 2018-08-13 | ADI | SELL | $1K–$15K | $95.13 | $386.01 2026-07-13 | -305.8% exit |
| 2018-08-13 | ADI | SELL | $285.74–$285.74 | $95.13 | $386.01 2026-07-13 | -305.8% exit |
| 2018-08-10 | ADI | SELL | $1K–$15K | $94.94 | $386.01 2026-07-13 | -5.7% rt |
| 2018-08-10 | ADI | SELL | $94.67–$94.67 | $94.94 | $386.01 2026-07-13 | +12.0% rt |
| 2018-08-09 | T | BUY | $1K–$15K | $24.54 | $21.55 2026-07-13 | -12.2% |
| 2018-08-08 | CS | BUY | $1K–$15K | — | — | — |
| 2018-08-01 | BIP | SELL | $1K–$15K | $24.38 | $37.61 2026-07-13 | -54.3% exit |
| 2018-08-01 | BIP | SELL | $1K–$15K | $24.38 | $37.61 2026-07-13 | -54.3% exit |
| 2018-07-31 | EFX | BUY | $126.4–$126.4 | $125.50 | $172.61 2026-07-13 | +37.5% |
| 2018-07-31 | AXP | BUY | $1K–$15K | $99.52 | $354.43 2026-07-13 | +256.1% |
| 2018-07-31 | EFX | BUY | $1K–$15K | $125.50 | $172.61 2026-07-13 | +37.5% |
| 2018-07-31 | AXP | BUY | $15K–$50K | $99.52 | $354.43 2026-07-13 | +256.1% |
| 2018-07-30 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2018-07-30 | PSX | SELL | $1K–$15K | $122.15 | $198.29 2026-07-13 | -62.3% exit |
| 2018-07-30 | EFX | BUY | $251.04–$251.04 | $125.55 | $172.61 2026-07-13 | +37.5% |
| 2018-07-30 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2018-07-30 | PSX | SELL | $1K–$15K | $122.15 | $198.29 2026-07-13 | -62.3% exit |
| 2018-07-30 | EFX | BUY | $1K–$15K | $125.55 | $172.61 2026-07-13 | +37.5% |
| 2018-07-26 | FB | BUY | $524.78–$524.78 | — | — | — |
| 2018-07-25 | KSU | SELL | $333.37–$333.37 | — | — | — exit |
| 2018-07-24 | KSU | SELL | $333.01–$333.01 | — | — | — exit |
| 2018-07-24 | KSU | 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 |
|---|---|
| James B. Renacci | 80 · MA, TEVA, JPM, ORCL, CVS, ACT |
| SUSAN M COLLINS | 62 · HOT, MA, JPM, ORCL, CVS, IBM |
| Josh Gottheimer | 61 · MA, JPM, ORCL, SNDK, IBM, BKNG |
| Sheldon Whitehouse | 58 · HOT, MA, TEVA, JPM, ORCL, SNDK |
| John A. Yarmuth | 58 · MA, JPM, ORCL, SNDK, CVS, BKNG |
| Rohit Khanna | 55 · MA, JPM, IBM, BKNG, AMT, GE |
| K. Michael Conaway | 54 · HOT, TEVA, JPM, ORCL, SNDK, CVS |
| Thomas H Tuberville | 51 · MA, JPM, ORCL, CVS, IBM, AMT |
| David A Perdue , Jr | 50 · MA, JPM, ORCL, IBM, BKNG, TRGP |
| Kurt Schrader | 50 · JPM, IBM, AMT, GE, UNH, BIIB |
| Shelley M Capito | 49 · MA, JPM, IBM, AMT, GE, NEE |
| Lois Frankel | 48 · JPM, ORCL, ITC, CVS, IBM, TWX |