house · trading 2014-03-25 → 2022-11-07
*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 |
|---|---|---|---|---|---|---|
| 2018-01-18 | BAC | BUY | $1K–$15K | $31.48 | $59.50 2026-07-13 | +89.0% |
| 2018-01-16 | MSFT | BUY | $1K–$15K | $88.35 | $390.99 2026-07-13 | +342.6% |
| 2018-01-16 | GSK | BUY | $1K–$15K | $37.92 | $52.29 2026-07-13 | +37.9% |
| 2018-01-16 | BAC | BUY | $1K–$15K | $31.24 | $59.50 2026-07-13 | +90.5% |
| 2017-12-06 | VZ | SELL | $1K–$15K | $50.68 | $42.68 2026-07-13 | +7.8% rt |
| 2017-12-06 | BRK.B | SELL | $1K–$15K | $196.01 | $496.85 2026-07-13 | +53.0% rt |
| 2017-12-04 | GSK | BUY | $1K–$15K | $35.00 | $52.29 2026-07-13 | +49.4% |
| 2017-11-14 | BRK.B | SELL | $1K–$15K | $183.34 | $496.85 2026-07-13 | +46.6% rt |
| 2017-09-11 | WHR | BUY | $1K–$15K | $173.60 | $38.85 2026-07-13 | -77.6% |
| 2017-09-11 | WFC | BUY | $1K–$15K | $50.66 | $87.67 2026-07-13 | +73.1% |
| 2017-09-11 | MSFT | BUY | $1K–$15K | $74.76 | $390.99 2026-07-13 | +423.0% |
| 2017-09-11 | HON | BUY | $1K–$15K | $131.69 | $222.25 2026-07-13 | +68.8% |
| 2017-03-17 | WFC | SELL | $1K–$15K | $58.67 | $87.67 2026-07-13 | +29.9% rt |
| 2017-03-17 | T | SELL | $1K–$15K | $32.18 | $21.55 2026-07-13 | +33.0% exit |
| 2017-03-17 | MSFT | SELL | $1K–$15K | $64.87 | $390.99 2026-07-13 | +29.3% rt |
| 2017-03-17 | BAC | SELL | $1K–$15K | $24.86 | $59.50 2026-07-13 | -139.3% exit |
| 2016-11-14 | WFC | BUY | $1K–$15K | $53.22 | $87.67 2026-07-13 | +64.7% |
| 2016-09-29 | MSFT | BUY | $1K–$15K | $57.40 | $390.99 2026-07-13 | +581.2% |
| 2016-04-22 | KO | BUY | $1K–$15K | $44.54 | $84.25 2026-07-13 | +89.2% |
| 2016-04-21 | XOM | BUY | $1K–$15K | $86.79 | $144.51 2026-07-13 | +66.5% |
| 2016-04-18 | BMY | BUY | $1K–$15K | $68.86 | $59.34 2026-07-13 | -13.8% |
| 2016-03-31 | XOM | BUY | $1K–$15K | $83.59 | $144.51 2026-07-13 | +72.9% |
| 2016-03-22 | BMY | BUY | $1K–$15K | $62.80 | $59.34 2026-07-13 | -5.5% |
| 2016-03-07 | GSK | BUY | $1K–$15K | $39.32 | $52.29 2026-07-13 | +33.0% |
| 2016-02-23 | BRK.B | BUY | $1K–$15K | $130.74 | $496.85 2026-07-13 | +280.0% |
| 2016-02-12 | BRK.B | BUY | $1K–$15K | $128.07 | $496.85 2026-07-13 | +287.9% |
| 2016-02-11 | WFC | BUY | $1K–$15K | $45.16 | $87.67 2026-07-13 | +94.1% |
| 2016-02-11 | BRK.B | BUY | $1K–$15K | $125.09 | $496.85 2026-07-13 | +297.2% |
| 2016-02-05 | MSFT | BUY | $1K–$15K | $50.16 | $390.99 2026-07-13 | +679.5% |
| 2015-07-12 | XOM | BUY | $1K–$15K | $82.22 | $144.51 2026-07-13 | +75.8% |
| 2015-07-12 | AXP | BUY | $1K–$15K | $77.31 | $354.43 2026-07-13 | +358.4% |
| 2015-07-11 | VZ | BUY | $1K–$15K | $47.00 | $42.68 2026-07-13 | -9.2% |
| 2015-07-11 | GE | BUY | $1K–$15K | $125.90 | $353.42 2026-07-13 | +180.7% |
| 2015-03-07 | CMA | BUY | $1K–$15K | — | — | — |
| 2015-03-03 | UNH | BUY | $1K–$15K | $112.86 | $429.09 2026-07-13 | +280.2% |
| 2015-03-02 | GSK | BUY | $1K–$15K | $47.93 | $52.29 2026-07-13 | +9.1% |
| 2015-02-06 | GSK | BUY | $1K–$15K | $46.00 | $52.29 2026-07-13 | +13.7% |
| 2014-03-25 | GSK | BUY | $1K–$15K | $53.89 | $52.29 2026-07-13 | -3.0% |
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 |
|---|---|
| Kurt Schrader | 30 · AAPL, AMZN, FISV, GOOGL, MSFT, ABBV |
| James B. Renacci | 29 · AAPL, AMZN, FISV, GOOGL, MSFT, ABBV |
| Mike Kelly | 28 · AAPL, AMZN, GOOGL, MSFT, ABBV, GSK |
| Sheldon Whitehouse | 25 · AAPL, AMZN, GOOGL, MSFT, ABBV, CSCO |
| SUSAN M COLLINS | 25 · AAPL, AMZN, GOOGL, MSFT, LBTYK, CSCO |
| David P. Roe | 25 · AAPL, AMZN, FISV, GOOGL, MSFT, ABBV |
| Kenny Marchant | 25 · AAPL, AMZN, FISV, GOOGL, MSFT, ABBV |
| John A. Yarmuth | 25 · AAPL, AMZN, GOOGL, MSFT, CSCO, DIS |
| David A Perdue , Jr | 23 · AAPL, AMZN, GOOGL, MSFT, ABBV, CSCO |
| Thomas H Tuberville | 23 · AAPL, GOOGL, MSFT, ABBV, GSK, ADBE |
| Alan S. Lowenthal | 22 · AAPL, AMZN, MSFT, ADBE, CSCO, DIS |
| K. Michael Conaway | 22 · AAPL, AMZN, GOOGL, MSFT, ABBV, GSK |