house · trading 2015-08-20 → 2020-04-06
*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 |
|---|---|---|---|---|---|---|
| 2020-04-06 | MSFT | SELL | $15K–$50K | $165.27 | $390.99 2026-07-13 | +15.7% rt |
| 2020-04-06 | BRK.B | SELL | $15K–$50K | $185.24 | $496.85 2026-07-13 | -14.5% rt |
| 2020-04-06 | AIMC | SELL | $1K–$15K | — | — | — exit |
| 2020-03-24 | MA | SELL | $15K–$50K | $237.07 | $537.70 2026-07-13 | -12.4% rt |
| 2020-03-17 | LHX | SELL | $15K–$50K | $168.95 | $288.69 2026-07-13 | -14.7% rt |
| 2020-03-17 | AMZN | SELL | $15K–$50K | $90.39 | $247.31 2026-07-13 | +2.9% rt |
| 2020-02-25 | TGT | SELL | $15K–$50K | $111.72 | $134.77 2026-07-13 | -4.5% rt |
| 2020-02-25 | CMCSA | SELL | $15K–$50K | $40.46 | $23.97 2026-07-13 | -5.3% rt |
| 2020-02-10 | TGT | BUY | $15K–$50K | $116.98 | $134.77 2026-07-13 | +15.2% |
| 2020-02-10 | DIS | SELL | $15K–$50K | $142.59 | $96.00 2026-07-13 | +8.9% rt |
| 2019-10-29 | MSFT | BUY | $15K–$50K | $142.83 | $390.99 2026-07-13 | +173.8% |
| 2019-10-18 | ULTA | SELL | $15K–$50K | $239.92 | $473.33 2026-07-13 | +12.3% rt |
| 2019-10-18 | MA | BUY | $15K–$50K | $270.63 | $537.70 2026-07-13 | +98.7% |
| 2019-10-18 | LHX | BUY | $15K–$50K | $198.08 | $288.69 2026-07-13 | +45.7% |
| 2019-10-18 | EXPE | SELL | $15K–$50K | $136.03 | $265.63 2026-07-13 | +21.6% rt |
| 2019-10-18 | EOG | SELL | $15K–$50K | $64.44 | $139.61 2026-07-13 | -116.7% exit |
| 2019-10-18 | DIS | BUY | $15K–$50K | $130.89 | $96.00 2026-07-13 | -26.7% |
| 2019-10-18 | DHR | SELL | $15K–$50K | $122.35 | $200.16 2026-07-13 | +83.5% rt |
| 2019-10-18 | CMCSA | BUY | $15K–$50K | $42.71 | $23.97 2026-07-13 | -43.9% |
| 2019-10-18 | AMZN | BUY | $15K–$50K | $87.88 | $247.31 2026-07-13 | +181.4% |
| 2019-10-18 | AAPL | SELL | $15K–$50K | $59.10 | $317.31 2026-07-13 | -436.9% exit |
| 2018-10-02 | AIMC | exchange | $1K–$15K | — | — | — |
| 2018-10-01 | BRK.B | BUY | $15K–$50K | $214.78 | $496.85 2026-07-13 | +131.3% |
| 2018-09-27 | BRK.B | BUY | $15K–$50K | $216.70 | $496.85 2026-07-13 | +129.3% |
| 2018-09-27 | BRK.B | BUY | $15K–$50K | $216.70 | $496.85 2026-07-13 | +129.3% |
| 2017-01-30 | ZBH | SELL | $15K–$50K | $112.03 | $94.08 2026-07-13 | -5.8% rt |
| 2017-01-30 | VZ | SELL | $1K–$15K | $49.37 | $42.68 2026-07-13 | +13.6% exit |
| 2017-01-30 | UA | SELL | $1K–$15K | $25.09 | $6.61 2026-07-13 | +73.7% exit |
| 2017-01-30 | UAA | SELL | $1K–$15K | $28.94 | $6.75 2026-07-13 | +76.7% exit |
| 2017-01-30 | TREX | SELL | $15K–$50K | $16.84 | $45.90 2026-07-13 | -172.5% exit |
| 2017-01-30 | TEVA | SELL | $1K–$15K | $34.52 | $32.18 2026-07-13 | +6.8% exit |
| 2017-01-30 | MCD | SELL | $15K–$50K | $123.02 | $272.61 2026-07-13 | -121.6% exit |
| 2017-01-30 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2017-01-30 | BIIB | SELL | $15K–$50K | $276.06 | $209.03 2026-07-13 | +24.3% exit |
| 2016-05-26 | FTV | exchange | $1K–$15K | — | — | — |
| 2016-05-26 | ZBH | BUY | $15K–$50K | $118.92 | $94.08 2026-07-13 | -20.9% |
| 2016-05-26 | ULTA | BUY | $15K–$50K | $213.69 | $473.33 2026-07-13 | +121.5% |
| 2016-05-26 | EXPE | BUY | $15K–$50K | $111.82 | $265.63 2026-07-13 | +137.6% |
| 2016-05-26 | DHR | BUY | $15K–$50K | $66.67 | $200.16 2026-07-13 | +200.2% |
| 2016-04-11 | UA | exchange | $1K–$15K | $41.17 | $6.61 2026-07-13 | -83.9% |
| 2015-08-21 | UA | SELL | $15K–$50K | — | — | — exit |
| 2015-08-20 | NSC | SELL | $15K–$50K | $79.95 | $327.59 2026-07-13 | -309.7% 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 | 16 · UA, DHR, EXPE, BIIB, CERN, MCD |
| Sheldon Whitehouse | 16 · UA, DHR, BIIB, CERN, MCD, TEVA |
| SUSAN M COLLINS | 13 · DHR, BIIB, MCD, VZ, FTV, AAPL |
| Rohit Khanna | 13 · DHR, ULTA, ZBH, MCD, FTV, BRK.B |
| John A. Yarmuth | 13 · DHR, MCD, VZ, FTV, BRK.B, AAPL |
| Alan S. Lowenthal | 12 · EXPE, ZBH, BIIB, TEVA, VZ, BRK.B |
| Shelley M Capito | 12 · NSC, DHR, CERN, MCD, VZ, AAPL |
| Lois Frankel | 11 · NSC, DHR, EXPE, ULTA, ZBH, MCD |
| Thomas H Tuberville | 11 · NSC, UA, MCD, TREX, UAA, VZ |
| Kenny Marchant | 11 · MCD, TEVA, BRK.B, AAPL, AMZN, CMCSA |
| Josh Gottheimer | 10 · NSC, BIIB, MCD, VZ, BRK.B, AAPL |
| Thomas R Carper | 10 · UA, DHR, MCD, UAA, VZ, AAPL |