house · trading 2014-12-16 → 2019-12-19
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2016-04-18 | PEP | SELL | $1K–$15K | $103.72 | $138.68 2026-06-29 | +2.7% rt |
| 2016-04-18 | MO | SELL | $1K–$15K | $62.17 | $74.05 2026-06-29 | +0.9% rt |
| 2016-04-18 | MMM | SELL | $1K–$15K | $141.76 | $162.43 2026-06-29 | -14.6% exit |
| 2016-04-18 | MCD | SELL | $1K–$15K | $128.85 | $267.18 2026-06-29 | +8.6% rt |
| 2016-04-18 | MA | SELL | $1K–$15K | $97.67 | $509.64 2026-06-29 | +9.7% rt |
| 2016-04-18 | LMT | SELL | $1K–$15K | $227.14 | $502.07 2026-06-29 | +3.7% rt |
| 2016-04-18 | LLY | SELL | $15K–$50K | $77.22 | $1229.93 2026-06-29 | -2.1% rt |
| 2016-04-18 | JNJ | SELL | $1K–$15K | $110.93 | $258.51 2026-06-29 | +10.8% rt |
| 2016-04-18 | INTC | SELL | $1K–$15K | $31.65 | $131.72 2026-06-29 | +2.0% rt |
| 2016-04-18 | IBM | SELL | $1K–$15K | $145.82 | $278.00 2026-06-29 | +22.2% rt |
| 2016-04-18 | GIS | SELL | $1K–$15K | $62.53 | $36.38 2026-06-29 | +41.8% exit |
| 2016-04-18 | GILD | SELL | $1K–$15K | $99.20 | $126.33 2026-06-29 | +11.0% rt |
| 2016-04-18 | EMR | SELL | $1K–$15K | $55.22 | $142.82 2026-06-29 | +20.1% rt |
| 2016-04-18 | TPR | SELL | $1K–$15K | $39.64 | $146.56 2026-06-29 | +13.3% rt |
| 2016-04-18 | COF | SELL | $1K–$15K | $71.66 | $202.28 2026-06-29 | +3.5% rt |
| 2016-04-18 | CL | SELL | $1K–$15K | $71.32 | $92.40 2026-06-29 | +5.6% rt |
| 2016-04-18 | ADP | SELL | $1K–$15K | $90.70 | $224.97 2026-06-29 | +9.2% rt |
| 2016-04-18 | ACN | SELL | $1K–$15K | $115.59 | $124.74 2026-06-29 | +16.8% rt |
| 2016-04-18 | AAPL | SELL | $1K–$15K | $26.87 | $281.74 2026-06-29 | +10.4% rt |
| 2016-03-28 | XLK | SELL | $50K–$100K | $21.75 | $185.41 2026-06-29 | +6.7% rt |
| 2016-03-28 | STX | BUY | $1K–$15K | $33.54 | $968.53 2026-06-29 | +2787.7% |
| 2016-03-28 | PEP | BUY | $1K–$15K | $100.98 | $138.68 2026-06-29 | +37.3% |
| 2016-03-28 | MO | BUY | $1K–$15K | $61.63 | $74.05 2026-06-29 | +20.1% |
| 2016-03-28 | LMT | BUY | $1K–$15K | $219.06 | $502.07 2026-06-29 | +129.2% |
| 2016-03-28 | LLY | BUY | $1K–$15K | $70.62 | $1229.93 2026-06-29 | +1641.6% |
| 2016-03-28 | IBM | BUY | $15K–$50K | $141.87 | $278.00 2026-06-29 | +96.0% |
| 2016-03-28 | COF | BUY | $15K–$50K | $69.20 | $202.28 2026-06-29 | +192.3% |
| 2016-03-28 | AFL | SELL | $15K–$50K | $31.58 | $120.08 2026-06-29 | +9.0% rt |
| 2016-02-17 | XOM | BUY | $1K–$15K | $82.00 | $136.06 2026-06-29 | +65.9% |
| 2016-02-17 | XLK | BUY | $50K–$100K | $20.39 | $185.41 2026-06-29 | +809.1% |
| 2016-02-17 | UPS | SELL | $1K–$15K | $98.30 | $108.01 2026-06-29 | +5.5% rt |
| 2016-02-17 | T | BUY | $1K–$15K | $27.67 | $21.82 2026-06-29 | -21.1% |
| 2016-02-17 | PEP | SELL | $1K–$15K | $99.55 | $138.68 2026-06-29 | -39.3% exit |
| 2016-02-17 | MSFT | SELL | $15K–$50K | $52.42 | $368.57 2026-06-29 | -603.1% exit |
| 2016-02-17 | MO | SELL | $1K–$15K | $60.40 | $74.05 2026-06-29 | -22.6% exit |
| 2016-02-17 | MMM | SELL | $1K–$15K | $130.95 | $162.43 2026-06-29 | -24.0% exit |
| 2016-02-17 | MCD | BUY | $1K–$15K | $118.64 | $267.18 2026-06-29 | +125.2% |
| 2016-02-17 | LMT | SELL | $1K–$15K | $212.74 | $502.07 2026-06-29 | +0.8% rt |
| 2016-02-17 | LLY | BUY | $1K–$15K | $74.68 | $1229.93 2026-06-29 | +1546.9% |
| 2016-02-17 | INTC | BUY | $1K–$15K | $29.47 | $131.72 2026-06-29 | +347.0% |
| 2016-02-17 | IBM | SELL | $15K–$50K | $120.55 | $278.00 2026-06-29 | -16.7% rt |
| 2016-02-17 | GIS | SELL | $1K–$15K | $58.14 | $36.38 2026-06-29 | +13.7% rt |
| 2016-02-17 | GILD | BUY | $15K–$50K | $89.36 | $126.33 2026-06-29 | +41.4% |
| 2016-02-17 | EMR | SELL | $1K–$15K | $47.76 | $142.82 2026-06-29 | +3.2% rt |
| 2016-02-17 | TPR | BUY | $1K–$15K | $35.97 | $146.56 2026-06-29 | +307.4% |
| 2016-02-17 | ACN | BUY | $1K–$15K | $99.01 | $124.74 2026-06-29 | +26.0% |
| 2016-01-29 | XOM | BUY | $15K–$50K | $77.85 | $136.06 2026-06-29 | +74.8% |
| 2016-01-29 | UPS | BUY | $1K–$15K | $93.20 | $108.01 2026-06-29 | +15.9% |
| 2016-01-29 | STX | BUY | $1K–$15K | $29.05 | $968.53 2026-06-29 | +3234.0% |
| 2016-01-29 | MA | BUY | $1K–$15K | $89.03 | $509.64 2026-06-29 | +472.4% |
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 A Perdue , Jr | 45 · AAPL, ABBV, AFL, AM, ANDX, CL |
| Hon. James B. Renacci | 30 · AAPL, ABBV, ACN, AES, AMGN, CVS |
| Hon. K. Michael Conaway | 28 · AAPL, ABBV, ACN, ADP, COF, COP |
| Shelley M Capito | 26 · AAPL, ACN, ADP, AFL, AMGN, AVGO |
| Sheldon Whitehouse | 26 · AAPL, ABBV, ACN, AES, AMGN, CL |
| Hon. Josh Gottheimer | 25 · AAPL, ABBV, ADP, AMGN, AVGO, COF |
| Thomas H Tuberville | 25 · AAPL, ABBV, ACN, ADP, AMGN, AVGO |
| JOHN HOEVEN | 25 · AAPL, ABBV, ADP, AMGN, AVGO, CVS |
| SUSAN M COLLINS | 24 · AAPL, ADP, AMGN, COF, COP, CVS |
| Hon. Rohit Khanna | 23 · AAPL, ABBV, ACN, ADP, AMGN, AVGO |
| Hon. Lois Frankel | 22 · ACN, CL, COP, CVS, GIS, HUN |
| Hon. David P. Roe | 22 · AAPL, ABBV, ACN, AES, AMGN, COF |