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 |
|---|---|---|---|---|---|---|
| 2017-09-14 | BDX | BUY | $1K–$15K | $151.56 | $153.83 2026-07-13 | +1.5% |
| 2017-09-14 | BCR | SELL | $15K–$50K | — | — | — exit |
| 2017-09-14 | ATR | BUY | $15K–$50K | $84.87 | $124.89 2026-07-13 | +47.1% |
| 2017-09-14 | APD | SELL | $1K–$15K | $150.07 | $301.96 2026-07-13 | +18.1% rt |
| 2017-09-14 | ACN | BUY | $15K–$50K | $134.86 | $138.52 2026-07-13 | +2.7% |
| 2016-12-27 | SJM | SELL | $1K–$15K | $128.88 | $110.53 2026-07-13 | +14.2% exit |
| 2016-12-27 | MMM | BUY | $1K–$15K | $149.60 | $157.70 2026-07-13 | +5.4% |
| 2016-12-27 | CPB | SELL | $1K–$15K | $60.49 | $22.15 2026-07-13 | +63.4% exit |
| 2016-12-27 | CLX | BUY | $1K–$15K | $121.93 | $95.05 2026-07-13 | -22.1% |
| 2016-12-27 | BDX | BUY | $1K–$15K | $128.13 | $153.83 2026-07-13 | +20.1% |
| 2016-12-27 | AMGN | SELL | $1K–$15K | $148.36 | $360.45 2026-07-13 | -1.5% rt |
| 2016-12-21 | UHS | SELL | $1K–$15K | $106.75 | $152.77 2026-07-13 | +34.7% rt |
| 2016-12-21 | SJM | SELL | $1K–$15K | $128.55 | $110.53 2026-07-13 | -0.1% rt |
| 2016-12-21 | MMM | BUY | $15K–$50K | $149.19 | $157.70 2026-07-13 | +5.7% |
| 2016-12-21 | ESRX | SELL | $15K–$50K | $68.50 | $92.33 2018-12-21 | -12.5% rt |
| 2016-12-21 | CPB | SELL | $1K–$15K | $60.21 | $22.15 2026-07-13 | -4.7% rt |
| 2016-12-21 | CLX | BUY | $15K–$50K | $119.56 | $95.05 2026-07-13 | -20.5% |
| 2016-12-21 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2016-12-21 | BDX | BUY | $15K–$50K | $127.30 | $153.83 2026-07-13 | +20.8% |
| 2016-12-21 | ATR | SELL | $15K–$50K | $73.36 | $124.89 2026-07-13 | -8.6% rt |
| 2016-12-21 | AMGN | SELL | $15K–$50K | $146.17 | $360.45 2026-07-13 | -2.9% rt |
| 2016-10-18 | VSM | SELL | $636.42–$636.42 | — | — | — exit |
| 2016-10-18 | VSM | SELL | $636.42–$636.42 | — | — | — exit |
| 2016-10-17 | PM | SELL | $1K–$15K | $95.51 | $180.19 2026-07-13 | -88.7% exit |
| 2016-10-17 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2016-09-09 | SBUX | SELL | $1K–$15K | $54.35 | $107.34 2026-07-13 | +48.8% rt |
| 2016-09-09 | DIS | SELL | $1K–$15K | $92.42 | $96.00 2026-07-13 | +12.4% rt |
| 2016-09-09 | ATR | SELL | $1K–$15K | $77.46 | $124.89 2026-07-13 | -3.5% rt |
| 2016-07-20 | FTV | SELL | $1K–$15K | $31.74 | $62.31 2026-07-13 | -96.3% exit |
| 2016-07-20 | DHR | SELL | $15K–$50K | $72.15 | $200.16 2026-07-13 | +38.6% rt |
| 2016-07-20 | DHR | SELL | $1K–$15K | $72.15 | $200.16 2026-07-13 | +24.5% rt |
| 2016-07-20 | ATR | BUY | $15K–$50K | $80.30 | $124.89 2026-07-13 | +55.5% |
| 2016-07-20 | ATR | BUY | $1K–$15K | $80.30 | $124.89 2026-07-13 | +55.5% |
| 2016-03-24 | WBA | SELL | $1K–$15K | — | — | — exit |
| 2016-03-24 | VAL | SELL | $1K–$15K | — | — | — exit |
| 2016-03-24 | UTX | BUY | $1K–$15K | — | — | — |
| 2016-03-24 | SJM | BUY | $1K–$15K | $128.71 | $110.53 2026-07-13 | -14.1% |
| 2016-03-24 | SHW | BUY | $1K–$15K | $93.78 | $328.97 2026-07-13 | +250.8% |
| 2016-03-24 | KMB | SELL | $15K–$50K | $133.55 | $110.18 2026-07-13 | +23.8% rt |
| 2016-03-24 | KMB | SELL | $1K–$15K | $133.55 | $110.18 2026-07-13 | +23.8% rt |
| 2016-03-24 | JJSF | BUY | $1K–$15K | $105.48 | $76.60 2026-07-13 | -27.4% |
| 2016-03-24 | FAST | BUY | $1K–$15K | $12.22 | $47.05 2026-07-13 | +284.9% |
| 2016-03-24 | ECL | SELL | $15K–$50K | $110.53 | $271.85 2026-07-13 | -1.8% rt |
| 2016-03-24 | ECL | SELL | $1K–$15K | $110.53 | $271.85 2026-07-13 | -1.8% rt |
| 2016-03-24 | CPB | BUY | $1K–$15K | $63.17 | $22.15 2026-07-13 | -64.9% |
| 2015-10-20 | TJX | BUY | $15K–$50K | $36.51 | $150.53 2026-07-13 | +312.4% |
| 2015-10-20 | NKE | SELL | $15K–$50K | $66.19 | $43.76 2026-07-13 | +33.9% exit |
| 2015-10-20 | MMM | SELL | $15K–$50K | $124.67 | $157.70 2026-07-13 | +6.8% rt |
| 2015-10-20 | MMM | SELL | $1K–$15K | $124.67 | $157.70 2026-07-13 | +11.2% rt |
| 2015-10-20 | FDS | SELL | $15K–$50K | $168.00 | $263.11 2026-07-13 | +60.1% 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 |
|---|---|
| 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 |
| Dean Phillips | 26 · CERN, CTSH, DHR, MMM, TJX, ACN |