house · trading 2019-07-12 → 2019-07-22
*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).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2019-07-22 | USB | SELL | $1K–$15K | $55.33 | $62.40 2026-08-27 | -12.8% exit |
| 2019-07-22 | MRK | SELL | $1K–$15K | $77.49 | $149.54 2026-08-27 | -93.0% exit |
| 2019-07-22 | JPM | SELL | $1K–$15K | $114.27 | $354.22 2026-08-27 | -210.0% exit |
| 2019-07-22 | FISV | SELL | $50K–$100K | $95.30 | $52.58 2026-08-27 | +44.8% exit |
| 2019-07-22 | FIS | SELL | $15K–$50K | $131.09 | $40.55 2026-08-27 | +69.1% exit |
| 2019-07-22 | BMO | SELL | $1K–$15K | $75.28 | $172.13 2026-08-27 | -128.7% exit |
| 2019-07-22 | ASB | SELL | $1K–$15K | $20.42 | $30.80 2026-08-27 | -50.8% exit |
| 2019-07-12 | USB | SELL | $1K–$15K | $53.60 | $62.40 2026-08-27 | -16.4% exit |
| 2019-07-12 | MRK | SELL | $1K–$15K | $76.08 | $149.54 2026-08-27 | -96.6% exit |
| 2019-07-12 | JPM | SELL | $1K–$15K | $115.30 | $354.22 2026-08-27 | -207.2% exit |
| 2019-07-12 | FISV | SELL | $50K–$100K | $94.51 | $52.58 2026-08-27 | +44.4% exit |
| 2019-07-12 | FIS | SELL | $15K–$50K | $129.36 | $40.55 2026-08-27 | +68.7% exit |
| 2019-07-12 | BMO | SELL | $1K–$15K | $76.70 | $172.13 2026-08-27 | -124.4% exit |
| 2019-07-12 | ASB | SELL | $1K–$15K | $20.96 | $30.80 2026-08-27 | -47.0% 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 | 5 · BMO, FIS, FISV, JPM, MRK |
| Lois Frankel | 5 · FIS, FISV, JPM, MRK, USB |
| David P. Roe | 5 · BMO, FISV, JPM, MRK, USB |
| Josh Gottheimer | 4 · FIS, FISV, JPM, MRK |
| Alan Armstrong | 4 · FIS, FISV, JPM, MRK |
| David A Perdue , Jr | 3 · JPM, MRK, USB |
| Alan S. Lowenthal | 3 · FIS, JPM, MRK |
| Thomas H Tuberville | 3 · BMO, JPM, MRK |
| Sheldon Whitehouse | 3 · JPM, MRK, USB |
| SUSAN M COLLINS | 3 · JPM, MRK, USB |
| Shelley M Capito | 3 · JPM, MRK, USB |
| Kenny Marchant | 3 · FISV, JPM, MRK |