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 | $188.13 2026-08-27 | +24.1% |
| 2017-09-14 | BCR | SELL | $15K–$50K | — | — | — exit |
| 2017-09-14 | ATR | BUY | $15K–$50K | $84.87 | $132.86 2026-08-27 | +56.5% |
| 2017-09-14 | APD | SELL | $1K–$15K | $150.07 | $305.47 2026-08-27 | +18.1% rt |
| 2017-09-14 | ACN | BUY | $15K–$50K | $134.86 | $187.38 2026-08-27 | +38.9% |
| 2016-12-27 | SJM | SELL | $1K–$15K | $128.88 | $131.84 2026-08-27 | -2.3% exit |
| 2016-12-27 | MMM | BUY | $1K–$15K | $149.60 | $178.83 2026-08-27 | +19.5% |
| 2016-12-27 | CPB | SELL | $1K–$15K | $60.49 | $23.28 2026-08-27 | +61.5% exit |
| 2016-12-27 | CLX | BUY | $1K–$15K | $121.93 | $103.63 2026-08-27 | -15.0% |
| 2016-12-27 | BDX | BUY | $1K–$15K | $128.13 | $188.13 2026-08-27 | +46.8% |
| 2016-12-27 | AMGN | SELL | $1K–$15K | $148.36 | $436.99 2026-08-27 | -1.5% rt |
| 2016-12-21 | UHS | SELL | $1K–$15K | $106.75 | $172.58 2026-08-27 | +34.7% rt |
| 2016-12-21 | SJM | SELL | $1K–$15K | $128.55 | $131.84 2026-08-27 | -0.1% rt |
| 2016-12-21 | MMM | BUY | $15K–$50K | $149.19 | $178.83 2026-08-27 | +19.9% |
| 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 | $23.28 2026-08-27 | -4.7% rt |
| 2016-12-21 | CLX | BUY | $15K–$50K | $119.56 | $103.63 2026-08-27 | -13.3% |
| 2016-12-21 | CERN | SELL | $15K–$50K | — | — | — exit |
| 2016-12-21 | BDX | BUY | $15K–$50K | $127.30 | $188.13 2026-08-27 | +47.8% |
| 2016-12-21 | ATR | SELL | $15K–$50K | $73.36 | $132.86 2026-08-27 | -8.6% rt |
| 2016-12-21 | AMGN | SELL | $15K–$50K | $146.17 | $436.99 2026-08-27 | -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 | $190.48 2026-08-27 | -99.4% exit |
| 2016-10-17 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2016-09-09 | SBUX | SELL | $1K–$15K | $54.35 | $107.26 2026-08-27 | +48.8% rt |
| 2016-09-09 | DIS | SELL | $1K–$15K | $92.42 | $106.82 2026-08-27 | +12.4% rt |
| 2016-09-09 | ATR | SELL | $1K–$15K | $77.46 | $132.86 2026-08-27 | -3.5% rt |
| 2016-07-20 | FTV | SELL | $1K–$15K | $31.74 | $59.92 2026-08-27 | -88.8% exit |
| 2016-07-20 | DHR | SELL | $15K–$50K | $72.15 | $215.68 2026-08-27 | +38.6% rt |
| 2016-07-20 | DHR | SELL | $1K–$15K | $72.15 | $215.68 2026-08-27 | +24.5% rt |
| 2016-07-20 | ATR | BUY | $15K–$50K | $80.30 | $132.86 2026-08-27 | +65.5% |
| 2016-07-20 | ATR | BUY | $1K–$15K | $80.30 | $132.86 2026-08-27 | +65.5% |
| 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 | $131.84 2026-08-27 | +2.4% |
| 2016-03-24 | SHW | BUY | $1K–$15K | $93.78 | $345.21 2026-08-27 | +268.1% |
| 2016-03-24 | KMB | SELL | $15K–$50K | $133.55 | $109.98 2026-08-27 | +23.8% rt |
| 2016-03-24 | KMB | SELL | $1K–$15K | $133.55 | $109.98 2026-08-27 | +23.8% rt |
| 2016-03-24 | JJSF | BUY | $1K–$15K | $105.48 | $87.75 2026-08-27 | -16.8% |
| 2016-03-24 | FAST | BUY | $1K–$15K | $12.22 | $51.13 2026-08-27 | +318.3% |
| 2016-03-24 | ECL | SELL | $15K–$50K | $110.53 | $285.91 2026-08-27 | -1.8% rt |
| 2016-03-24 | ECL | SELL | $1K–$15K | $110.53 | $285.91 2026-08-27 | -1.8% rt |
| 2016-03-24 | CPB | BUY | $1K–$15K | $63.17 | $23.28 2026-08-27 | -63.1% |
| 2015-10-20 | TJX | BUY | $15K–$50K | $36.51 | $134.22 2026-08-27 | +267.7% |
| 2015-10-20 | NKE | SELL | $15K–$50K | $66.19 | $38.44 2026-08-27 | +41.9% exit |
| 2015-10-20 | MMM | SELL | $15K–$50K | $124.67 | $178.83 2026-08-27 | +11.2% rt |
| 2015-10-20 | MMM | SELL | $1K–$15K | $124.67 | $178.83 2026-08-27 | +6.8% rt |
| 2015-10-20 | FDS | SELL | $15K–$50K | $168.00 | $304.47 2026-08-27 | +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 |
|---|---|
| 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 |