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 |
|---|---|---|---|---|---|---|
| 2016-03-08 | OHI | BUY | $15K–$50K | $33.26 | $46.29 2026-08-27 | +39.2% |
| 2016-03-08 | MYL | BUY | $15K–$50K | — | — | — |
| 2016-03-08 | MSFT | BUY | $15K–$50K | $51.65 | $505.06 2026-08-27 | +877.9% |
| 2016-03-08 | MO | BUY | $15K–$50K | $62.30 | $67.67 2026-08-27 | +8.6% |
| 2016-03-08 | LOW | BUY | $15K–$50K | $70.99 | $206.74 2026-08-27 | +191.2% |
| 2016-03-08 | JBLU | BUY | $15K–$50K | $19.91 | $4.89 2026-08-27 | -75.4% |
| 2016-03-08 | HCP | BUY | $15K–$50K | — | — | — |
| 2016-03-08 | GSK | BUY | $15K–$50K | $39.71 | $50.27 2026-08-27 | +26.6% |
| 2016-03-08 | GIS | BUY | $15K–$50K | $59.95 | $40.44 2026-08-27 | -32.5% |
| 2016-03-08 | D | BUY | $15K–$50K | $71.72 | $66.50 2026-08-27 | -7.3% |
| 2016-03-08 | CVX | BUY | $15K–$50K | $88.74 | $199.77 2026-08-27 | +125.1% |
| 2016-03-08 | CFG | BUY | $15K–$50K | $20.92 | $70.18 2026-08-27 | +235.5% |
| 2016-03-08 | CELG | BUY | $15K–$50K | — | — | — |
| 2016-03-08 | CCL | BUY | $15K–$50K | $46.36 | $24.95 2026-08-27 | -46.2% |
| 2016-03-03 | ABBV | BUY | $15K–$50K | $55.93 | $258.15 2026-08-27 | +361.6% |
| 2016-02-19 | GQ9 | SELL | $15K–$50K | $117.58 | $401.48 2026-08-14 | +9.4% rt |
| 2016-01-12 | GILD | SELL | $1K–$15K | $97.10 | $148.86 2026-08-27 | -17.3% rt |
| 2016-01-12 | CMI | SELL | $1K–$15K | $86.63 | $573.87 2026-08-27 | -37.8% rt |
| 2016-01-12 | AAPL | SELL | $15K–$50K | $24.99 | $314.58 2026-08-27 | -22.7% rt |
| 2016-01-11 | XOM | SELL | $15K–$50K | $73.69 | $156.44 2026-08-27 | -13.4% rt |
| 2016-01-11 | VGK | SELL | $1K–$15K | $46.89 | $92.28 2026-08-27 | -18.2% rt |
| 2015-10-19 | FSMXX | BUY | $100K–$250K | — | — | — |
| 2015-10-05 | FMPXX | BUY | $100K–$250K | — | — | — |
| 2015-09-04 | GQ9 | BUY | $1K–$15K | $107.49 | $401.48 2026-08-14 | +273.5% |
| 2015-08-14 | FAN | SELL | $1K–$15K | $11.57 | $24.18 2026-08-27 | -109.0% exit |
| 2015-07-22 | AAPL | BUY | $1K–$15K | $31.30 | $314.58 2026-08-27 | +904.9% |
| 2015-07-22 | GILD | BUY | $1K–$15K | $117.44 | $148.86 2026-08-27 | +26.8% |
| 2015-07-22 | AAPL | BUY | $1K–$15K | $31.30 | $314.58 2026-08-27 | +904.9% |
| 2015-06-04 | AAPL | BUY | $15K–$50K | $32.34 | $314.58 2026-08-27 | +872.7% |
| 2015-06-04 | AAPL | BUY | $15K–$50K | $32.34 | $314.58 2026-08-27 | +872.7% |
| 2015-05-28 | XOM | BUY | $15K–$50K | $85.11 | $156.44 2026-08-27 | +83.8% |
| 2015-05-28 | VGK | BUY | $15K–$50K | $57.30 | $92.28 2026-08-27 | +61.0% |
| 2015-05-28 | MRK | BUY | $1K–$15K | $56.97 | $149.54 2026-08-27 | +162.5% |
| 2015-05-28 | CMI | BUY | $15K–$50K | $139.25 | $573.87 2026-08-27 | +312.1% |
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, GQ9, 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 |
| Alan Armstrong | 19 · MRK, XOM, AAPL, GILD, ABBV, CCL |
| 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 |
| Kurt Schrader | 18 · XOM, AAPL, GILD, ABBV, CELG, CVX |
| David P. Roe | 17 · MRK, AAPL, ABBV, CELG, CVX, D |
| John A. Yarmuth | 17 · MRK, XOM, AAPL, GILD, CELG, CVX |