house · trading 2015-04-01 → 2022-12-21
*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 |
|---|---|---|---|---|---|---|
| 2017-10-05 | CAT | BUY | $1K–$15K | $126.40 | $997.47 2026-06-26 | +689.1% |
| 2017-09-20 | NLY | BUY | $1K–$15K | $49.44 | $22.95 2026-06-26 | -53.6% |
| 2017-09-01 | HON | BUY | $1K–$15K | $131.77 | $464.42 2026-06-26 | +252.4% |
| 2017-08-22 | NLY | SELL | $15K–$50K | $49.80 | $22.95 2026-06-26 | +15.7% rt |
| 2017-07-17 | NLY | BUY | $1K–$15K | $49.04 | $22.95 2026-06-26 | -53.2% |
| 2017-06-20 | NLY | BUY | $1K–$15K | $49.52 | $22.95 2026-06-26 | -53.7% |
| 2017-03-22 | XOM | BUY | $1K–$15K | $81.76 | $136.54 2026-06-26 | +67.0% |
| 2017-03-22 | VSAR | BUY | $1K–$15K | — | — | — |
| 2017-02-06 | UNP | BUY | $1K–$15K | $107.69 | $268.35 2026-06-26 | +149.2% |
| 2017-02-06 | NTAP | BUY | $1K–$15K | $38.36 | $152.45 2026-06-26 | +297.4% |
| 2017-01-30 | BA | BUY | $15K–$50K | $165.57 | $217.25 2026-06-26 | +31.2% |
| 2017-01-17 | V | BUY | $1K–$15K | $81.26 | $336.23 2026-06-26 | +313.8% |
| 2017-01-09 | PG | SELL | $1K–$15K | $84.40 | $149.02 2026-06-26 | +2.5% rt |
| 2016-12-16 | NTAP | BUY | $1K–$15K | $36.45 | $152.45 2026-06-26 | +318.2% |
| 2016-12-12 | FGPR | SELL | $1K–$15K | — | — | — exit |
| 2016-12-06 | ALLE | SELL | $1K–$15K | $65.00 | $139.71 2026-06-26 | -114.9% exit |
| 2016-11-07 | SUN | SELL | $1K–$15K | $26.86 | $66.50 2026-06-26 | -26.1% rt |
| 2016-09-12 | NLY | BUY | $1K–$15K | $42.56 | $22.95 2026-06-26 | -46.1% |
| 2016-09-08 | NLY | BUY | $1K–$15K | $43.40 | $22.95 2026-06-26 | -47.1% |
| 2016-09-08 | KTOS | SELL | $1K–$15K | $6.91 | $47.21 2026-06-26 | +37.1% rt |
| 2016-09-01 | AAPL | SELL | $15K–$50K | $26.68 | $283.78 2026-06-26 | +14.3% rt |
| 2016-08-31 | MPC | BUY | $1K–$15K | $42.51 | $254.06 2026-06-26 | +497.6% |
| 2016-08-31 | FGPR | BUY | $1K–$15K | — | — | — |
| 2016-07-28 | BKNG | SELL | $1K–$15K | — | — | — exit |
| 2016-07-28 | JNJ | BUY | $1K–$15K | $124.46 | $254.66 2026-06-26 | +104.6% |
| 2016-07-05 | XOM | BUY | $15K–$50K | $93.02 | $136.54 2026-06-26 | +46.8% |
| 2016-07-05 | T | BUY | $1K–$15K | $32.74 | $22.72 2026-06-26 | -30.6% |
| 2016-07-05 | MDT | BUY | $15K–$50K | $87.05 | $80.98 2026-06-26 | -7.0% |
| 2016-07-05 | HSY | SELL | $1K–$15K | $110.55 | $179.11 2026-06-26 | -62.0% exit |
| 2016-06-30 | NLY | SELL | $15K–$50K | $44.28 | $22.95 2026-06-26 | +2.9% rt |
| 2016-06-30 | MDLZ | SELL | $1K–$15K | $45.51 | $60.79 2026-06-26 | -33.6% exit |
| 2016-06-23 | NLY | BUY | $1K–$15K | $43.04 | $22.95 2026-06-26 | -46.7% |
| 2016-06-07 | NLY | BUY | $1K–$15K | $43.04 | $22.95 2026-06-26 | -46.7% |
| 2016-06-07 | KO | BUY | $15K–$50K | $45.32 | $82.63 2026-06-26 | +82.3% |
| 2016-06-06 | BUD | SELL | $50K–$100K | $130.18 | $85.09 2026-06-26 | +2.9% rt |
| 2016-04-27 | SUN | BUY | $15K–$50K | $36.33 | $66.50 2026-06-26 | +83.0% |
| 2016-04-25 | NLY | SELL | $1K–$15K | $41.52 | $22.95 2026-06-26 | +19.4% rt |
| 2016-04-25 | BUD | BUY | $50K–$100K | $129.04 | $85.09 2026-06-26 | -34.1% |
| 2016-04-13 | VFC | SELL | $1K–$15K | $60.08 | $17.37 2026-06-26 | +71.1% exit |
| 2016-04-12 | DIS | SELL | $15K–$50K | $97.35 | $98.79 2026-06-26 | -1.5% exit |
| 2016-01-27 | AAPL | BUY | $1K–$15K | $23.36 | $283.78 2026-06-26 | +1115.1% |
| 2016-01-21 | NLY | BUY | $1K–$15K | $34.76 | $22.95 2026-06-26 | -34.0% |
| 2015-12-10 | MA | BUY | $1K–$15K | $97.61 | $499.02 2026-06-26 | +411.2% |
| 2015-12-08 | BKNG | BUY | $1K–$15K | — | — | — |
| 2015-12-08 | AMZN | BUY | $1K–$15K | $33.87 | $232.69 2026-06-26 | +587.1% |
| 2015-11-25 | NOV | SELL | $1K–$15K | $38.08 | $18.66 2026-06-26 | +51.0% exit |
| 2015-11-23 | BUD | BUY | $1K–$15K | $126.49 | $85.09 2026-06-26 | -32.7% |
| 2015-11-12 | VOD | SELL | $1K–$15K | $33.58 | $13.89 2026-06-26 | +58.6% exit |
| 2015-11-09 | KTOS | BUY | $1K–$15K | $5.04 | $47.21 2026-06-26 | +836.7% |
| 2015-06-15 | V | BUY | $1K–$15K | $68.57 | $336.23 2026-06-26 | +390.4% |
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 |
|---|---|
| Sheldon Whitehouse | 38 · AAPL, ABBV, AMZN, BA, BUD, CAT |
| David A Perdue , Jr | 35 · AAPL, ABBV, AMZN, BA, BKNG, BP |
| Thomas H Tuberville | 31 · AAPL, ABBV, ALLE, CSX, CTVA, DIS |
| Hon. K. Michael Conaway | 30 · AAPL, ABBV, AEP, AMZN, BKNG, BX |
| SUSAN M COLLINS | 30 · AAPL, AEP, AMZN, BA, BUD, CAT |
| Hon. John A. Yarmuth | 30 · AAPL, AMZN, BA, BKNG, CAT, CSX |
| Thomas R Carper | 29 · AAPL, ABBV, BA, BP, BRKR, CAH |
| Shelley M Capito | 28 · AAPL, AMZN, BA, BUD, CSX, EMR |
| Hon. David P. Roe | 28 · AAPL, ABBV, AEP, AMZN, BP, BX |
| Kelly Loeffler | 28 · AAPL, ABBV, AMZN, BKNG, BP, CAH |
| JOHN HOEVEN | 28 · AAPL, ABBV, AMZN, BA, BUD, BX |
| Hon. James B. Renacci | 27 · AAPL, ABBV, AMZN, BKNG, BUD, CAT |