house · trading 2015-04-01 → 2022-12-21
*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 |
|---|---|---|---|---|---|---|
| 2019-12-19 | NEO | BUY | $1K–$15K | $27.76 | $18.64 2026-08-27 | -32.9% |
| 2019-12-19 | MRO | SELL | $1K–$15K | — | — | — exit |
| 2019-12-19 | ET | SELL | $1K–$15K | $12.92 | $21.38 2026-08-27 | -65.5% exit |
| 2019-12-19 | AAPL | BUY | $1K–$15K | $70.00 | $314.58 2026-08-27 | +349.4% |
| 2019-12-17 | BA | BUY | $1K–$15K | $327.00 | $209.89 2026-08-27 | -35.8% |
| 2019-12-11 | DOW | SELL | $1K–$15K | $53.10 | $30.33 2026-08-27 | +42.9% exit |
| 2019-12-11 | BP | SELL | $1K–$15K | $36.56 | $42.34 2026-08-27 | -15.8% exit |
| 2019-11-14 | BRKR | BUY | $1K–$15K | $49.17 | $59.25 2026-08-27 | +20.5% |
| 2019-11-13 | T | BUY | $1K–$15K | $29.58 | $25.43 2026-08-27 | -14.0% |
| 2019-11-05 | MRVL | BUY | $1K–$15K | $27.04 | $241.45 2026-08-27 | +792.9% |
| 2019-11-05 | IIVI | BUY | $1K–$15K | — | — | — |
| 2019-10-28 | KHC | SELL | $937.42–$937.42 | $28.37 | $25.13 2026-08-27 | +11.4% exit |
| 2019-10-28 | F | SELL | $1K–$15K | $8.61 | $13.95 2026-08-27 | -62.0% exit |
| 2019-06-17 | BX | BUY | $1K–$15K | $44.24 | $143.64 2026-08-27 | +224.7% |
| 2019-06-17 | BXMT | BUY | $1K–$15K | $36.27 | $13.81 2026-08-27 | -61.9% |
| 2019-06-11 | BA | BUY | $15K–$50K | $349.33 | $209.89 2026-08-27 | -39.9% |
| 2019-05-21 | UNP | BUY | $15K–$50K | $175.04 | $307.67 2026-08-27 | +75.8% |
| 2019-04-29 | BA | SELL | $50K–$100K | $379.05 | $209.89 2026-08-27 | +128.9% rt |
| 2019-03-26 | NLY | BUY | $1K–$15K | $41.04 | $23.06 2026-08-27 | -43.8% |
| 2019-03-22 | NLY | BUY | $1K–$15K | $41.00 | $23.06 2026-08-27 | -43.8% |
| 2019-01-08 | AAPL | BUY | $1K–$15K | $37.69 | $314.58 2026-08-27 | +734.7% |
| 2018-12-28 | ARAV | SELL | $158.65–$158.65 | — | — | — exit |
| 2018-10-04 | UNP | BUY | $1K–$15K | $164.44 | $307.67 2026-08-27 | +87.1% |
| 2018-10-04 | BA | BUY | $15K–$50K | $389.99 | $209.89 2026-08-27 | -46.2% |
| 2018-09-19 | MA | BUY | $15K–$50K | $218.19 | $591.73 2026-08-27 | +171.2% |
| 2018-09-06 | NLY | SELL | $15K–$50K | $42.24 | $23.06 2026-08-27 | -13.9% rt |
| 2018-08-27 | NLY | BUY | $1K–$15K | $42.40 | $23.06 2026-08-27 | -45.6% |
| 2018-07-03 | NLY | SELL | $15K–$50K | $41.80 | $23.06 2026-08-27 | -15.6% rt |
| 2018-06-13 | NLY | BUY | $1K–$15K | $41.68 | $23.06 2026-08-27 | -44.7% |
| 2018-05-30 | MSFT | BUY | $1K–$15K | $98.95 | $505.06 2026-08-27 | +410.4% |
| 2018-05-24 | NLY | BUY | $1K–$15K | $41.64 | $23.06 2026-08-27 | -44.6% |
| 2018-05-21 | T | SELL | $15K–$50K | $24.61 | $25.43 2026-08-27 | -24.8% rt |
| 2018-04-20 | SEP | BUY | $1K–$15K | $34.62 | $35.40 2018-12-17 | +2.3% |
| 2018-04-17 | KO | SELL | $15K–$50K | $44.88 | $89.06 2026-08-27 | -1.0% rt |
| 2018-04-17 | CAT | BUY | $15K–$50K | $153.31 | $817.00 2026-08-27 | +432.9% |
| 2018-04-11 | MSFT | BUY | $15K–$50K | $91.86 | $505.06 2026-08-27 | +449.8% |
| 2018-03-29 | AMZN | SELL | $15K–$50K | $72.37 | $256.26 2026-08-27 | -254.1% exit |
| 2018-03-29 | NLY | SELL | $1K–$15K | $41.72 | $23.06 2026-08-27 | -2.0% rt |
| 2018-03-29 | AMZN | SELL | $15K–$50K | $72.37 | $256.26 2026-08-27 | +113.7% rt |
| 2018-03-09 | NLY | BUY | $1K–$15K | $41.36 | $23.06 2026-08-27 | -44.3% |
| 2018-02-27 | CAH | SELL | $1K–$15K | $70.04 | $235.13 2026-08-27 | -235.7% exit |
| 2018-02-05 | AAPL | BUY | $1K–$15K | $39.12 | $314.58 2026-08-27 | +704.1% |
| 2018-01-09 | GXP | SELL | $1K–$15K | $31.45 | $31.99 2018-06-04 | -1.7% exit |
| 2017-12-08 | CQP | SELL | $1K–$15K | $27.97 | $68.36 2026-08-27 | -144.4% exit |
| 2017-11-28 | AAPL | BUY | $15K–$50K | $43.27 | $314.58 2026-08-27 | +627.1% |
| 2017-10-31 | X | BUY | $1K–$15K | — | — | — |
| 2017-10-31 | BA | BUY | $1K–$15K | $257.98 | $209.89 2026-08-27 | -18.6% |
| 2017-10-24 | BP | SELL | $1K–$15K | $39.00 | $42.34 2026-08-27 | -8.6% exit |
| 2017-10-05 | NLY | SELL | $1K–$15K | $49.52 | $23.06 2026-08-27 | +14.1% rt |
| 2017-10-05 | HON | BUY | $1K–$15K | $135.54 | $220.39 2026-08-27 | +62.6% |
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 |
|---|---|
| Sheldon Whitehouse | 39 · CSX, PG, CAT, V, VOD, NOV |
| Alan Armstrong | 39 · CSX, PG, V, VOD, AMZN, BUD |
| David A Perdue , Jr | 35 · PG, CAT, V, AMZN, BKNG, MA |
| Thomas H Tuberville | 31 · CSX, PG, V, MA, AAPL, DIS |
| SUSAN M COLLINS | 30 · PG, CAT, OGS, AMZN, BUD, MA |
| K. Michael Conaway | 30 · PG, V, AMZN, BKNG, AAPL, DIS |
| John A. Yarmuth | 30 · CSX, PG, CAT, V, AMZN, BKNG |
| Thomas R Carper | 29 · V, VOD, AAPL, DIS, MDT, XOM |
| James B. Renacci | 28 · CSX, CAT, V, AMZN, BUD, BKNG |
| Shelley M Capito | 28 · CSX, PG, V, AMZN, BUD, MA |
| David P. Roe | 28 · PG, V, NOV, AMZN, AAPL, DIS |
| Kelly Loeffler | 28 · PG, CAT, AMZN, BKNG, AAPL, DIS |