house · trading 2019-04-17 → 2026-04-08
*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 |
|---|---|---|---|---|---|---|
| 2019-05-31 | INTU | SELL | $1K–$15K | $244.85 | $348.00 2026-08-27 | -42.1% exit |
| 2019-05-31 | FISV | SELL | $1K–$15K | $85.86 | $52.58 2026-08-27 | +38.8% exit |
| 2019-05-31 | ECL | SELL | $1K–$15K | $184.09 | $285.91 2026-08-27 | -55.3% exit |
| 2019-05-31 | DRI | SELL | $1K–$15K | $116.32 | $211.13 2026-08-27 | -81.5% exit |
| 2019-05-31 | CTSH | SELL | $1K–$15K | $61.93 | $63.76 2026-08-27 | -3.0% exit |
| 2019-05-31 | COST | SELL | $1K–$15K | $239.58 | $934.66 2026-08-27 | -290.1% exit |
| 2019-05-31 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2019-05-31 | CACI | SELL | $1K–$15K | $203.52 | $633.82 2026-08-27 | -211.4% exit |
| 2019-05-31 | ACN | SELL | $1K–$15K | $178.07 | $187.38 2026-08-27 | -5.2% exit |
| 2019-04-17 | WBA | SELL | $1K–$15K | — | — | — exit |
| 2019-04-17 | SYY | BUY | $1K–$15K | $70.64 | $82.45 2026-08-27 | +16.7% |
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 |
|---|---|
| David B. McKinley | 32 · SYY, WBA, ACN, CACI, CERN, COST |
| James B. Renacci | 28 · SYY, WBA, ACN, CERN, COST, CTSH |
| Alan Armstrong | 27 · ACN, COST, CTSH, DRI, FISV, INTU |
| Josh Gottheimer | 25 · COST, CTSH, DRI, ECL, FISV, INTU |
| K. Michael Conaway | 24 · ACN, CERN, COST, DRI, INTU, MSFT |
| Rohit Khanna | 22 · SYY, WBA, ACN, CTSH, DRI, INTU |
| Sheldon Whitehouse | 21 · WBA, ACN, CERN, COST, MSFT, SBUX |
| SUSAN M COLLINS | 21 · ECL, MSFT, ROP, SBUX, TMO, TSCO |
| Markwayne Mullin | 19 · ACN, COST, FISV, INTU, MSFT, SBUX |
| Kevin Hern | 18 · WBA, ACN, CERN, COST, CTSH, ECL |
| John A. Yarmuth | 18 · SYY, ACN, COST, ECL, MSFT, SBUX |
| Dean Phillips | 17 · WBA, ACN, CERN, CTSH, ROP, ABT |