house · trading 2014-12-03 → 2022-09-16
*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 |
|---|---|---|---|---|---|---|
| 2017-10-23 | JPM | BUY | $100K–$250K | $99.34 | $354.22 2026-08-27 | +256.6% |
| 2017-10-23 | CELG | SELL | $100K–$250K | — | — | — exit |
| 2017-10-11 | VMC | SELL | $100K–$250K | $117.28 | $273.85 2026-08-27 | -133.5% exit |
| 2017-10-11 | LEN | BUY | $100K–$250K | $53.86 | $85.11 2026-08-27 | +58.0% |
| 2017-10-03 | PX | BUY | $100K–$250K | — | — | — |
| 2017-10-03 | CCL | SELL | $100K–$250K | $64.10 | $24.95 2026-08-27 | -4.4% rt |
| 2017-09-22 | UAL | SELL | $100K–$250K | $58.80 | $112.39 2026-08-27 | -91.1% exit |
| 2017-09-22 | TXN | BUY | $50K–$100K | $88.27 | $266.54 2026-08-27 | +202.0% |
| 2017-09-22 | TXN | BUY | $100K–$250K | $88.27 | $266.54 2026-08-27 | +202.0% |
| 2017-09-22 | DLPH | BUY | $15K–$50K | — | — | — |
| 2017-07-17 | MBFI | SELL | $100K–$250K | — | — | — exit |
| 2017-07-17 | CCL | BUY | $100K–$250K | $67.02 | $24.95 2026-08-27 | -62.8% |
| 2017-06-20 | DXCM | BUY | $100K–$250K | $19.46 | $89.29 2026-08-27 | +358.8% |
| 2017-06-04 | TDOC | BUY | $15K–$50K | $32.90 | $6.36 2026-08-27 | -80.7% |
| 2017-03-23 | DLPH | BUY | $50K–$100K | — | — | — |
| 2017-03-10 | LH | BUY | $100K–$250K | $123.66 | $336.54 2026-08-27 | +172.2% |
| 2017-03-10 | BABA | SELL | $100K–$250K | $103.39 | $116.31 2026-08-27 | -12.5% exit |
| 2017-02-08 | SCHW | SELL | $100K–$250K | $39.44 | $108.05 2026-08-27 | -174.0% exit |
| 2017-02-08 | SAP | BUY | $100K–$250K | $91.79 | $221.17 2026-08-27 | +140.9% |
| 2017-02-06 | GS | BUY | $15K–$50K | $239.98 | $1040.87 2026-08-27 | +333.7% |
| 2017-02-01 | SAP | BUY | $100K–$250K | $90.71 | $221.17 2026-08-27 | +143.8% |
| 2017-02-01 | C | SELL | $100K–$250K | $56.05 | $132.68 2026-08-27 | -6.9% rt |
| 2017-01-09 | C | BUY | $100K–$250K | $60.22 | $132.68 2026-08-27 | +120.3% |
| 2017-01-09 | CELG | BUY | $100K–$250K | — | — | — |
| 2017-01-09 | AMT | SELL | $250K–$500K | $105.02 | $174.16 2026-08-27 | -65.8% exit |
| 2014-12-18 | HD | BUY | $1K–$15K | $100.67 | $328.61 2026-08-27 | +226.4% |
| 2014-12-18 | GOOGL | BUY | $1K–$15K | $25.73 | $340.65 2026-08-27 | +1223.9% |
| 2014-12-18 | HD | BUY | $100K–$250K | $100.67 | $328.61 2026-08-27 | +226.4% |
| 2014-12-18 | GOOG | SELL | $50K–$100K | $25.48 | $337.71 2026-08-27 | -1225.1% exit |
| 2014-12-18 | GOOGL | SELL | $50K–$100K | $25.73 | $340.65 2026-08-27 | -1223.9% exit |
| 2014-12-03 | SHS | BUY | $1K–$15K | — | — | — |
| 2014-12-03 | SSYS | SELL | $50K–$100K | $92.99 | $7.98 2026-08-27 | +91.4% 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 | 28 · GOOGL, GOOG, HD, AMT, CELG, C |
| Alan Armstrong | 28 · GOOG, HD, AMT, C, SAP, SCHW |
| Josh Gottheimer | 24 · GOOG, HD, SAP, SCHW, BABA, CCL |
| SUSAN M COLLINS | 23 · GOOGL, GOOG, HD, AMT, CELG, C |
| Kurt Schrader | 23 · GOOGL, GOOG, HD, AMT, CELG, C |
| Thomas H Tuberville | 22 · GOOGL, GOOG, SSYS, AMT, BABA, CCL |
| John A. Yarmuth | 22 · GOOGL, GOOG, HD, AMT, CELG, C |
| Sheldon Whitehouse | 21 · GOOGL, HD, SSYS, CELG, C, BABA |
| Rohit Khanna | 20 · GOOGL, HD, AMT, CELG, C, TXN |
| David P. Roe | 19 · GOOGL, HD, AMT, CELG, C, TXN |
| Alan S. Lowenthal | 18 · GOOG, HD, AMT, CELG, C, BABA |
| Mike Kelly | 18 · GOOGL, GOOG, HD, CELG, C, SCHW |