house · trading 2014-03-07 → 2022-09-21
*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 |
|---|---|---|---|---|---|---|
| 2022-09-21 | TSLA | BUY | $1K–$15K | $300.80 | $354.81 2026-08-27 | +18.0% |
| 2022-09-21 | SWK | SELL | $1K–$15K | $83.46 | $99.24 2026-08-27 | -61.1% rt |
| 2022-09-21 | SPGI | SELL | $1K–$15K | $316.82 | $435.39 2026-08-27 | +38.1% rt |
| 2022-09-21 | KMX | SELL | $1K–$15K | $81.06 | $62.64 2026-08-27 | -23.6% rt |
| 2022-09-21 | GWW | BUY | $1K–$15K | $516.75 | $1321.08 2026-08-27 | +155.7% |
| 2022-09-21 | CNC | BUY | $1K–$15K | $80.91 | $65.33 2026-08-27 | -19.3% |
| 2022-09-21 | AJG | BUY | $1K–$15K | $174.32 | $260.15 2026-08-27 | +49.2% |
| 2022-09-21 | ABT | SELL | $1K–$15K | $100.65 | $111.59 2026-08-27 | -10.9% exit |
| 2022-07-07 | UNH | SELL | $1K–$15K | $514.38 | $395.05 2026-08-27 | +320.0% rt |
| 2022-07-07 | ORLY | SELL | $1K–$15K | $44.11 | $87.83 2026-08-27 | +168.6% rt |
| 2022-07-07 | J | SELL | $1K–$15K | $104.94 | $150.62 2026-08-27 | +51.8% rt |
| 2022-07-07 | COST | SELL | $1K–$15K | $494.95 | $934.66 2026-08-27 | +41.3% rt |
| 2022-05-20 | GPN | BUY | $1K–$15K | $122.10 | $92.74 2026-08-27 | -24.1% |
| 2021-12-27 | SYY | SELL | $50K–$100K | $77.51 | $82.45 2026-08-27 | +113.7% rt |
| 2021-12-27 | ANTM | SELL | $50K–$100K | — | — | — exit |
| 2021-12-06 | LIN | BUY | $15K–$50K | $325.03 | $485.35 2026-08-27 | +49.3% |
| 2021-12-06 | LIN | BUY | $1K–$15K | $325.03 | $485.35 2026-08-27 | +49.3% |
| 2021-12-06 | ATVI | SELL | $15K–$50K | — | — | — exit |
| 2021-12-06 | ATVI | SELL | $1K–$15K | — | — | — exit |
| 2021-09-16 | RPM | SELL | $15K–$50K | $79.59 | $105.70 2026-08-27 | -7.2% rt |
| 2021-09-16 | AVGO | BUY | $15K–$50K | $50.73 | $371.54 2026-08-27 | +632.3% |
| 2021-08-19 | TSCO | SELL | $1K–$15K | $38.99 | $34.70 2026-08-27 | +109.3% rt |
| 2021-08-19 | TMO | SELL | $1K–$15K | $551.88 | $630.70 2026-08-27 | -14.3% exit |
| 2021-08-19 | INTU | SELL | $1K–$15K | $543.44 | $348.00 2026-08-27 | +36.0% exit |
| 2021-08-19 | GOOGL | SELL | $1K–$15K | $135.68 | $340.65 2026-08-27 | +123.2% rt |
| 2021-08-19 | EL | SELL | $1K–$15K | $327.40 | $106.21 2026-08-27 | +67.6% exit |
| 2021-08-19 | ACN | SELL | $1K–$15K | $328.25 | $187.38 2026-08-27 | +121.8% rt |
| 2021-08-19 | AAPL | SELL | $1K–$15K | $146.70 | $314.58 2026-08-27 | -114.4% exit |
| 2021-05-27 | SWK | BUY | $1K–$15K | $214.38 | $99.24 2026-08-27 | -53.7% |
| 2021-05-27 | NFLX | SELL | $1K–$15K | $50.39 | $79.84 2026-08-27 | +1.2% rt |
| 2021-05-12 | RTX | SELL | $1K–$15K | $82.28 | $212.08 2026-08-27 | -157.8% exit |
| 2021-05-12 | ROP | SELL | $15K–$50K | $429.38 | $422.69 2026-08-27 | +1.6% exit |
| 2021-05-12 | ECL | SELL | $439.25–$439.25 | $217.44 | $285.91 2026-08-27 | -31.5% exit |
| 2021-05-12 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2021-05-12 | AKAM | SELL | $15K–$50K | $111.30 | $111.24 2026-08-27 | +33.3% rt |
| 2021-03-24 | ROP | SELL | $1K–$15K | $406.28 | $422.69 2026-08-27 | +55.1% rt |
| 2021-03-24 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2021-03-24 | AKAM | SELL | $1K–$15K | $98.39 | $111.24 2026-08-27 | +17.4% rt |
| 2021-02-22 | RPM | BUY | $1K–$15K | $82.55 | $105.70 2026-08-27 | +28.0% |
| 2021-02-22 | ORLY | BUY | $914.02–$914.02 | $30.44 | $87.83 2026-08-27 | +188.5% |
| 2021-02-22 | NFLX | BUY | $1K–$15K | $53.38 | $79.84 2026-08-27 | +49.6% |
| 2021-02-22 | KMX | BUY | $1K–$15K | $119.38 | $62.64 2026-08-27 | -47.5% |
| 2021-02-22 | GPN | BUY | $1K–$15K | $196.06 | $92.74 2026-08-27 | -52.7% |
| 2021-02-22 | FISV | BUY | $1K–$15K | $113.36 | $52.58 2026-08-27 | -53.6% |
| 2021-02-22 | COST | BUY | $1K–$15K | $350.21 | $934.66 2026-08-27 | +166.9% |
| 2021-02-22 | CERN | BUY | $1K–$15K | — | — | — |
| 2020-10-05 | TMO | SELL | $1K–$15K | $450.67 | $630.70 2026-08-27 | +135.6% rt |
| 2020-10-05 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2020-08-28 | WM | SELL | $1K–$15K | $114.01 | $217.76 2026-08-27 | +0.2% rt |
| 2020-08-28 | RPM | SELL | $1K–$15K | $85.72 | $105.70 2026-08-27 | +1.0% rt |
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 | 48 · AZO, COST, CTSH, DHR, DIS, FISV |
| James B. Renacci | 46 · CERN, COST, CTSH, DHR, DIS, ESRX |
| Rohit Khanna | 37 · CTSH, DHR, DIS, INTU, MMM, SBUX |
| Sheldon Whitehouse | 36 · CERN, COST, DHR, DIS, ESRX, MMM |
| SUSAN M COLLINS | 36 · DHR, DIS, ESRX, MMM, PX, SBUX |
| Josh Gottheimer | 35 · AZO, COST, CTSH, FISV, INTU, MMM |
| Shelley M Capito | 34 · CERN, COST, DHR, FDS, GWW, MMM |
| Thomas H Tuberville | 33 · DIS, FDS, INTU, MMM, ACN, AMGN |
| John A. Yarmuth | 33 · COST, DHR, DIS, MMM, PX, ROST |
| Elizabeth Fletcher | 32 · CERN, COST, CTSH, FISV, INTU, MMM |
| K. Michael Conaway | 29 · CERN, COST, DIS, ESRX, INTU, MMM |
| David P. Roe | 27 · COST, DHR, DIS, FISV, ORLY, SBUX |