house · trading 2014-04-13 → 2020-03-04
*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 |
|---|---|---|---|---|---|---|
| 2020-03-04 | KO | BUY | $1K–$15K | $58.92 | $89.06 2026-08-27 | +51.1% |
| 2020-03-04 | JNJ | BUY | $1K–$15K | $143.48 | $265.77 2026-08-27 | +85.2% |
| 2020-03-04 | CVX | BUY | $1K–$15K | $98.53 | $199.77 2026-08-27 | +102.8% |
| 2020-03-04 | BMY | BUY | $1K–$15K | $61.48 | $66.95 2026-08-27 | +8.9% |
| 2019-12-03 | PG | SELL | $1K–$15K | $122.95 | $143.14 2026-08-27 | +46.7% rt |
| 2019-12-03 | JNJ | BUY | $1K–$15K | $137.16 | $265.77 2026-08-27 | +93.8% |
| 2019-10-04 | KO | BUY | $1K–$15K | $54.54 | $89.06 2026-08-27 | +63.3% |
| 2019-09-14 | KO | BUY | $1K–$15K | $54.26 | $89.06 2026-08-27 | +64.1% |
| 2019-09-12 | KO | BUY | $1K–$15K | $55.11 | $89.06 2026-08-27 | +61.6% |
| 2019-09-11 | KO | BUY | $1K–$15K | $54.77 | $89.06 2026-08-27 | +62.6% |
| 2019-09-10 | KO | BUY | $1K–$15K | $54.40 | $89.06 2026-08-27 | +63.7% |
| 2019-03-12 | KO | BUY | $1K–$15K | $46.05 | $89.06 2026-08-27 | +93.4% |
| 2019-03-12 | IBM | BUY | $1K–$15K | $132.20 | $238.79 2026-08-27 | +80.6% |
| 2018-07-02 | GE | BUY | $1K–$15K | $64.07 | $342.73 2026-08-27 | +434.9% |
| 2018-07-02 | CMCSA | BUY | $1K–$15K | $31.09 | $26.41 2026-08-27 | -15.1% |
| 2018-06-01 | CHTR | BUY | $1K–$15K | $261.87 | $148.32 2026-08-27 | -43.4% |
| 2018-04-02 | GSK | BUY | $1K–$15K | $38.85 | $50.27 2026-08-27 | +29.4% |
| 2018-03-07 | JT | BUY | $1K–$15K | — | — | — |
| 2018-02-05 | JT | BUY | $1K–$15K | — | — | — |
| 2018-02-02 | CVX | BUY | $1K–$15K | $118.58 | $199.77 2026-08-27 | +68.5% |
| 2018-02-02 | BMY | BUY | $1K–$15K | $63.48 | $66.95 2026-08-27 | +5.5% |
| 2017-10-02 | CLNS | SELL | $1K–$15K | — | — | — exit |
| 2017-09-12 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2017-09-12 | CLNS | SELL | $1K–$15K | — | — | — exit |
| 2017-09-12 | ABT | BUY | $1K–$15K | $52.25 | $111.59 2026-08-27 | +113.6% |
| 2017-09-08 | CLNS | SELL | $1K–$15K | — | — | — exit |
| 2016-03-07 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2016-03-07 | MSFT | SELL | $1K–$15K | $51.03 | $505.06 2026-08-27 | -889.7% exit |
| 2016-02-05 | DUK | BUY | $1K–$15K | $79.04 | $120.84 2026-08-27 | +52.9% |
| 2015-12-07 | PM | SELL | $1K–$15K | $88.79 | $190.48 2026-08-27 | -114.5% exit |
| 2015-12-07 | MSFT | SELL | $1K–$15K | $55.81 | $505.06 2026-08-27 | +21.1% rt |
| 2015-12-07 | JNJ | SELL | $1K–$15K | $103.32 | $265.77 2026-08-27 | -157.2% exit |
| 2015-12-07 | IBM | SELL | $1K–$15K | $133.41 | $238.79 2026-08-27 | -79.0% exit |
| 2015-12-07 | GE | SELL | $1K–$15K | $145.55 | $342.73 2026-08-27 | -135.5% exit |
| 2015-12-07 | DUK | BUY | $1K–$15K | $68.50 | $120.84 2026-08-27 | +76.4% |
| 2015-07-14 | KO | SELL | $1K–$15K | $41.17 | $89.06 2026-08-27 | 0.0% rt |
| 2015-07-14 | KO | BUY | $1K–$15K | $41.17 | $89.06 2026-08-27 | +116.3% |
| 2015-07-14 | CVX | SELL | $1K–$15K | $95.55 | $199.77 2026-08-27 | +0.3% rt |
| 2015-07-14 | CVX | BUY | $1K–$15K | $95.55 | $199.77 2026-08-27 | +109.1% |
| 2015-07-14 | CMCSA | SELL | $1K–$15K | $29.63 | $26.41 2026-08-27 | +28.8% rt |
| 2015-07-14 | CMCSA | BUY | $1K–$15K | $29.63 | $26.41 2026-08-27 | -10.9% |
| 2015-07-14 | BMY | BUY | $1K–$15K | $70.06 | $66.95 2026-08-27 | -4.4% |
| 2015-07-08 | SCHL | SELL | $1K–$15K | $43.98 | $39.11 2026-08-27 | +11.1% exit |
| 2015-07-08 | QCOM | SELL | $1K–$15K | $61.91 | $164.78 2026-08-27 | -166.2% exit |
| 2015-07-08 | GSK | SELL | $1K–$15K | $41.36 | $50.27 2026-08-27 | -21.5% exit |
| 2015-07-07 | CVX | BUY | $1K–$15K | $95.27 | $199.77 2026-08-27 | +109.7% |
| 2015-02-06 | STEL | BUY | $1K–$15K | — | — | — |
| 2014-12-31 | FCNCB | exchange | $1K–$15K | $235.53 | $1795.00 2026-08-27 | +662.1% |
| 2014-12-31 | FCNCA | exchange | $500K–$1.0M | $252.79 | $2160.14 2026-08-27 | +754.5% |
| 2014-10-12 | PG | BUY | $1K–$15K | $84.69 | $143.14 2026-08-27 | +69.0% |
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 |
|---|---|
| K. Michael Conaway | 17 · BMY, CVX, IBM, JNJ, KO, PG |
| Alan Armstrong | 17 · BMY, CVX, IBM, JNJ, KO, PG |
| Shelley M Capito | 15 · BMY, CVX, IBM, JNJ, KO, PG |
| David A Perdue , Jr | 14 · BMY, CVX, IBM, JNJ, KO, PG |
| Thomas H Tuberville | 14 · BMY, CVX, IBM, JNJ, KO, PG |
| SUSAN M COLLINS | 14 · BMY, CVX, IBM, JNJ, PG, MCD |
| James B. Renacci | 13 · BMY, CVX, JNJ, KO, MCD, GSK |
| Sheldon Whitehouse | 12 · BMY, IBM, JNJ, KO, PG, MCD |
| Kurt Schrader | 12 · BMY, CVX, IBM, JNJ, KO, PG |
| David P. Roe | 12 · CVX, IBM, JNJ, KO, PG, MCD |
| Rohit Khanna | 12 · IBM, KO, PG, MCD, GSK, CMCSA |
| Mike Kelly | 12 · BMY, CVX, JNJ, PG, MCD, GSK |