house · trading 2015-05-28 → 2016-12-15
*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 |
|---|---|---|---|---|---|---|
| 2016-12-15 | PEP | BUY | $15K–$50K | $105.30 | $138.49 2026-07-13 | +31.5% |
| 2016-12-15 | MO | BUY | $15K–$50K | $66.26 | $71.87 2026-07-13 | +8.5% |
| 2016-12-15 | LOW | BUY | $15K–$50K | $73.67 | $207.70 2026-07-13 | +181.9% |
| 2016-12-15 | JNJ | BUY | $15K–$50K | $115.89 | $257.77 2026-07-13 | +122.4% |
| 2016-12-14 | BP | SELL | $15K–$50K | $36.02 | $40.83 2026-07-13 | +0.4% rt |
| 2016-12-13 | XLF | BUY | $15K–$50K | $23.58 | $56.07 2026-07-13 | +137.8% |
| 2016-12-13 | PG | BUY | $15K–$50K | $85.18 | $148.37 2026-07-13 | +74.2% |
| 2016-12-12 | XLF | BUY | $15K–$50K | $23.52 | $56.07 2026-07-13 | +138.4% |
| 2016-12-12 | RAI | SELL | $15K–$50K | — | — | — exit |
| 2016-12-09 | BA | SELL | $15K–$50K | $156.49 | $215.51 2026-07-13 | +3.9% rt |
| 2016-12-07 | V | BUY | $15K–$50K | $79.31 | $357.75 2026-07-13 | +351.1% |
| 2016-12-07 | BP | BUY | $15K–$50K | $35.89 | $40.83 2026-07-13 | +13.8% |
| 2016-12-05 | QQQ | BUY | $15K–$50K | $116.60 | $711.74 2026-07-13 | +510.4% |
| 2016-11-30 | XLF | BUY | $15K–$50K | $22.51 | $56.07 2026-07-13 | +149.1% |
| 2016-11-30 | BA | BUY | $15K–$50K | $150.56 | $215.51 2026-07-13 | +43.1% |
| 2016-11-23 | GLD | SELL | $100K–$250K | $113.25 | $367.13 2026-07-13 | -5.3% rt |
| 2016-11-23 | GDX | SELL | $15K–$50K | $20.50 | $73.37 2026-07-13 | -19.3% rt |
| 2016-11-23 | GDXJ | SELL | $50K–$100K | $33.75 | $95.40 2026-07-13 | -11.0% rt |
| 2016-11-22 | JPM | BUY | $15K–$50K | $78.53 | $334.53 2026-07-13 | +326.0% |
| 2016-11-21 | JNJ | BUY | $50K–$100K | $115.00 | $257.77 2026-07-13 | +124.2% |
| 2016-11-08 | QCP | SELL | $1K–$15K | $12.48 | $20.74 2018-07-26 | -66.2% exit |
| 2016-09-19 | VZ | SELL | $15K–$50K | $51.20 | $42.68 2026-07-13 | -2.4% rt |
| 2016-09-19 | SO | SELL | $15K–$50K | $52.43 | $96.47 2026-07-13 | +6.7% rt |
| 2016-07-06 | F | SELL | $15K–$50K | $12.57 | $13.85 2026-07-13 | -5.2% rt |
| 2016-05-23 | CCL | SELL | $15K–$50K | $49.91 | $26.61 2026-07-13 | +7.7% rt |
| 2016-05-02 | MYL | SELL | $15K–$50K | — | — | — exit |
| 2016-05-02 | GLD | SELL | $50K–$100K | $123.24 | $367.13 2026-07-13 | +3.1% rt |
| 2016-05-02 | GDX | BUY | $15K–$50K | $25.39 | $73.37 2026-07-13 | +189.0% |
| 2016-05-02 | GDX | BUY | $1K–$15K | $25.39 | $73.37 2026-07-13 | +189.0% |
| 2016-05-02 | GDXJ | BUY | $15K–$50K | $37.94 | $95.40 2026-07-13 | +151.4% |
| 2016-05-02 | GDXJ | BUY | $1K–$15K | $37.94 | $95.40 2026-07-13 | +151.4% |
| 2016-05-02 | CELG | SELL | $15K–$50K | — | — | — exit |
| 2016-04-26 | VZ | BUY | $1K–$15K | $50.44 | $42.68 2026-07-13 | -15.4% |
| 2016-04-26 | RAI | BUY | $1K–$15K | — | — | — |
| 2016-04-26 | PG | BUY | $1K–$15K | $79.55 | $148.37 2026-07-13 | +86.5% |
| 2016-03-23 | F | BUY | $15K–$50K | $13.26 | $13.85 2026-07-13 | +4.5% |
| 2016-03-22 | JBLU | SELL | $15K–$50K | $20.13 | $5.60 2026-07-13 | +1.1% rt |
| 2016-03-16 | XOM | BUY | $15K–$50K | $82.87 | $144.51 2026-07-13 | +74.4% |
| 2016-03-16 | MRK | BUY | $15K–$50K | $49.56 | $124.03 2026-07-13 | +150.3% |
| 2016-03-10 | XOM | BUY | $15K–$50K | $82.18 | $144.51 2026-07-13 | +75.8% |
| 2016-03-10 | OHI | SELL | $15K–$50K | $32.96 | $48.44 2026-07-13 | -0.9% rt |
| 2016-03-10 | D | SELL | $15K–$50K | $71.59 | $70.80 2026-07-13 | -0.2% rt |
| 2016-03-10 | CFG | SELL | $15K–$50K | $21.01 | $70.36 2026-07-13 | +0.4% rt |
| 2016-03-09 | GLD | BUY | $50K–$100K | $119.58 | $367.13 2026-07-13 | +207.0% |
| 2016-03-09 | GLD | BUY | $100K–$250K | $119.58 | $367.13 2026-07-13 | +207.0% |
| 2016-03-08 | VZ | BUY | $15K–$50K | $52.46 | $42.68 2026-07-13 | -18.6% |
| 2016-03-08 | SO | BUY | $15K–$50K | $49.15 | $96.47 2026-07-13 | +96.3% |
| 2016-03-08 | RAI | BUY | $15K–$50K | — | — | — |
| 2016-03-08 | PG | BUY | $15K–$50K | $83.06 | $148.37 2026-07-13 | +78.6% |
| 2016-03-08 | PEP | BUY | $15K–$50K | $99.74 | $138.49 2026-07-13 | +38.9% |
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 |
|---|---|
| Thomas R Carper | 21 · CMI, XOM, AAPL, GLD, ABBV, CFG |
| James B. Renacci | 20 · CMI, MRK, AAPL, GILD, ABBV, CCL |
| Thomas H Tuberville | 20 · MRK, XOM, AAPL, GILD, ABBV, CCL |
| Sheldon Whitehouse | 20 · MRK, AAPL, GILD, ABBV, CELG, F |
| K. Michael Conaway | 19 · CMI, XOM, AAPL, GILD, ABBV, CELG |
| Kurt Schrader | 19 · XOM, AAPL, GILD, GLD, ABBV, CELG |
| David A Perdue , Jr | 18 · MRK, XOM, AAPL, ABBV, CVX, GIS |
| Josh Gottheimer | 18 · CMI, MRK, XOM, AAPL, GILD, ABBV |
| Shelley M Capito | 18 · MRK, VGK, XOM, AAPL, GILD, CVX |
| David P. Roe | 17 · MRK, AAPL, ABBV, CELG, CVX, D |
| John A. Yarmuth | 17 · MRK, XOM, AAPL, GILD, CELG, CVX |
| Mike Kelly | 16 · XOM, AAPL, GILD, ABBV, CELG, CVX |