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 | $505.06 2026-08-27 | +15.7% rt |
| 2020-04-06 | BRK.B | SELL | $15K–$50K | $185.24 | $503.70 2026-08-27 | -14.5% rt |
| 2020-04-06 | AIMC | SELL | $1K–$15K | — | — | — exit |
| 2020-03-24 | MA | SELL | $15K–$50K | $237.07 | $591.73 2026-08-27 | -12.4% rt |
| 2020-03-17 | LHX | SELL | $15K–$50K | $168.95 | $261.98 2026-08-27 | -14.7% rt |
| 2020-03-17 | AMZN | SELL | $15K–$50K | $90.39 | $256.26 2026-08-27 | +2.9% rt |
| 2020-02-25 | TGT | SELL | $15K–$50K | $111.72 | $165.93 2026-08-27 | -4.5% rt |
| 2020-02-25 | CMCSA | SELL | $15K–$50K | $40.46 | $26.41 2026-08-27 | -5.3% rt |
| 2020-02-10 | TGT | BUY | $15K–$50K | $116.98 | $165.93 2026-08-27 | +41.8% |
| 2020-02-10 | DIS | SELL | $15K–$50K | $142.59 | $106.82 2026-08-27 | +8.9% rt |
| 2019-10-29 | MSFT | BUY | $15K–$50K | $142.83 | $505.06 2026-08-27 | +253.6% |
| 2019-10-18 | ULTA | SELL | $15K–$50K | $239.92 | $540.10 2026-08-27 | +12.3% rt |
| 2019-10-18 | MA | BUY | $15K–$50K | $270.63 | $591.73 2026-08-27 | +118.7% |
| 2019-10-18 | LHX | BUY | $15K–$50K | $198.08 | $261.98 2026-08-27 | +32.3% |
| 2019-10-18 | EXPE | SELL | $15K–$50K | $136.03 | $318.92 2026-08-27 | +21.6% rt |
| 2019-10-18 | EOG | SELL | $15K–$50K | $64.44 | $144.50 2026-08-27 | -124.2% exit |
| 2019-10-18 | DIS | BUY | $15K–$50K | $130.89 | $106.82 2026-08-27 | -18.4% |
| 2019-10-18 | DHR | SELL | $15K–$50K | $122.35 | $215.68 2026-08-27 | +83.5% rt |
| 2019-10-18 | CMCSA | BUY | $15K–$50K | $42.71 | $26.41 2026-08-27 | -38.2% |
| 2019-10-18 | AMZN | BUY | $15K–$50K | $87.88 | $256.26 2026-08-27 | +191.6% |
| 2019-10-18 | AAPL | SELL | $15K–$50K | $59.10 | $314.58 2026-08-27 | -432.3% exit |
| 2018-10-02 | AIMC | exchange | $1K–$15K | — | — | — |
| 2018-10-01 | BRK.B | BUY | $15K–$50K | $214.78 | $503.70 2026-08-27 | +134.5% |
| 2018-09-27 | BRK.B | BUY | $15K–$50K | $216.70 | $503.70 2026-08-27 | +132.4% |
| 2018-09-27 | BRK.B | BUY | $15K–$50K | $216.70 | $503.70 2026-08-27 | +132.4% |
| 2017-01-30 | ZBH | SELL | $15K–$50K | $112.03 | $99.48 2026-08-27 | -5.8% rt |
| 2017-01-30 | VZ | SELL | $1K–$15K | $49.37 | $49.43 2026-08-27 | -0.1% exit |
| 2017-01-30 | UA | SELL | $1K–$15K | $25.09 | $4.96 2026-08-27 | +80.2% exit |
| 2017-01-30 | UAA | SELL | $1K–$15K | $28.94 | $5.07 2026-08-27 | +82.5% exit |
| 2017-01-30 | TREX | SELL | $15K–$50K | $16.84 | $46.07 2026-08-27 | -173.5% exit |
| 2017-01-30 | TEVA | SELL | $1K–$15K | $34.52 | $37.62 2026-08-27 | -9.0% exit |
| 2017-01-30 | MCD | SELL | $15K–$50K | $123.02 | $260.06 2026-08-27 | -111.4% exit |
| 2017-01-30 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2017-01-30 | BIIB | SELL | $15K–$50K | $276.06 | $221.50 2026-08-27 | +19.8% exit |
| 2016-05-26 | FTV | exchange | $1K–$15K | — | — | — |
| 2016-05-26 | ZBH | BUY | $15K–$50K | $118.92 | $99.48 2026-08-27 | -16.4% |
| 2016-05-26 | ULTA | BUY | $15K–$50K | $213.69 | $540.10 2026-08-27 | +152.8% |
| 2016-05-26 | EXPE | BUY | $15K–$50K | $111.82 | $318.92 2026-08-27 | +185.2% |
| 2016-05-26 | DHR | BUY | $15K–$50K | $66.67 | $215.68 2026-08-27 | +223.5% |
| 2016-04-11 | UA | exchange | $1K–$15K | $41.17 | $4.96 2026-08-27 | -88.0% |
| 2015-08-21 | UA | SELL | $15K–$50K | — | — | — exit |
| 2015-08-20 | NSC | SELL | $15K–$50K | $79.95 | $347.93 2026-08-27 | -335.2% 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 |
|---|---|
| Alan Armstrong | 17 · NSC, DHR, EXPE, ZBH, BIIB, MCD |
| 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 |
| Thomas H Tuberville | 11 · NSC, UA, MCD, TREX, UAA, VZ |
| Lois Frankel | 11 · NSC, DHR, EXPE, ULTA, ZBH, MCD |
| Kenny Marchant | 11 · MCD, TEVA, BRK.B, AAPL, AMZN, CMCSA |
| Josh Gottheimer | 10 · NSC, BIIB, MCD, VZ, BRK.B, AAPL |