house · trading 2018-12-27 → 2025-03-10
*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 |
|---|---|---|---|---|---|---|
| 2025-03-10 | USB | SELL | $1K–$15K | $42.37 | $60.91 2026-06-26 | +16.7% rt |
| 2025-03-10 | UPS | SELL | $1K–$15K | $120.62 | $108.14 2026-06-26 | -38.5% rt |
| 2025-03-10 | TGT | SELL | $1K–$15K | $113.85 | $140.39 2026-06-26 | -31.8% rt |
| 2025-03-10 | PFE | SELL | $1K–$15K | $26.64 | $24.29 2026-06-26 | -18.0% rt |
| 2025-03-10 | PEP | BUY | $1K–$15K | $156.25 | $141.39 2026-06-26 | -9.5% |
| 2025-03-10 | LMT | BUY | $1K–$15K | $479.17 | $507.40 2026-06-26 | +5.9% |
| 2025-03-10 | ITW | BUY | $1K–$15K | $267.67 | $267.71 2026-06-26 | +0.0% |
| 2025-03-10 | HSY | BUY | $1K–$15K | $186.36 | $179.11 2026-06-26 | -3.9% |
| 2025-03-10 | HON | BUY | $1K–$15K | $213.82 | $464.42 2026-06-26 | +117.2% |
| 2025-03-10 | GILD | BUY | $1K–$15K | $117.21 | $127.88 2026-06-26 | +9.1% |
| 2025-03-10 | DGX | SELL | $1K–$15K | $173.12 | $209.88 2026-06-26 | +23.7% rt |
| 2025-03-10 | CME | BUY | $1K–$15K | $262.28 | $221.00 2026-06-26 | -15.7% |
| 2025-03-10 | AWK | BUY | $1K–$15K | $149.31 | $132.68 2026-06-26 | -11.1% |
| 2025-03-10 | AFL | BUY | $1K–$15K | $106.76 | $120.15 2026-06-26 | +12.5% |
| 2024-08-12 | WBD | SELL | $1K–$15K | $6.71 | $26.74 2026-06-26 | -298.5% exit |
| 2024-08-12 | WBD | BUY | $1K–$15K | $6.71 | $26.74 2026-06-26 | +298.5% |
| 2024-05-08 | YUM | SELL | $15K–$50K | $136.96 | $156.41 2026-06-26 | -14.2% exit |
| 2024-05-08 | YUM | SELL | $1K–$15K | $136.96 | $156.41 2026-06-26 | -14.2% exit |
| 2024-05-08 | T | SELL | $1K–$15K | $17.11 | $22.72 2026-06-26 | -32.8% exit |
| 2024-05-08 | MCK | SELL | $15K–$50K | $543.61 | $763.51 2026-06-26 | -40.5% exit |
| 2024-05-08 | COKE | SELL | $1K–$15K | $94.48 | $188.03 2026-06-26 | -99.0% exit |
| 2024-05-08 | CMCSA | SELL | $15K–$50K | $36.60 | $23.17 2026-06-26 | +36.7% exit |
| 2024-05-08 | CMCSA | SELL | $1K–$15K | $36.60 | $23.17 2026-06-26 | +36.7% exit |
| 2023-11-03 | UNP | SELL | $15K–$50K | $212.13 | $268.35 2026-06-26 | +22.1% rt |
| 2023-11-03 | EOG | BUY | $15K–$50K | $128.16 | $132.60 2026-06-26 | +3.5% |
| 2023-10-06 | EMXC | BUY | $50K–$100K | $49.68 | $100.05 2026-06-26 | +101.4% |
| 2023-10-06 | EMXC | BUY | $15K–$50K | $49.68 | $100.05 2026-06-26 | +101.4% |
| 2023-03-03 | PFE | BUY | $1K–$15K | $41.15 | $24.29 2026-06-26 | -41.0% |
| 2023-03-03 | PARA | SELL | $1K–$15K | — | — | — exit |
| 2023-03-03 | CMI | BUY | $1K–$15K | $258.06 | $685.87 2026-06-26 | +165.8% |
| 2022-12-02 | SGENX | BUY | $109.03–$109.03 | $58.98 | $84.31 2026-06-26 | +43.0% |
| 2022-12-02 | SCHP | SELL | $100K–$250K | $26.91 | $26.57 2026-06-26 | +3.2% rt |
| 2022-11-14 | FSMDX | BUY | $50K–$100K | $27.00 | $42.30 2026-06-26 | +56.7% |
| 2022-11-14 | EFA | BUY | $50K–$100K | $64.77 | $102.54 2026-06-26 | +58.3% |
| 2022-11-14 | DGX | BUY | $1K–$15K | $150.38 | $209.88 2026-06-26 | +39.6% |
| 2022-11-11 | TXN | BUY | $15K–$50K | $179.49 | $285.43 2026-06-26 | +59.0% |
| 2022-11-11 | TGT | BUY | $1K–$15K | $173.32 | $140.39 2026-06-26 | -19.0% |
| 2022-11-02 | VYM | BUY | $15K–$50K | $105.19 | $158.22 2026-06-26 | +50.4% |
| 2022-11-02 | VUG | BUY | $15K–$50K | $35.42 | $82.76 2026-06-26 | +133.6% |
| 2022-11-02 | SGENX | BUY | $1K–$15K | $55.76 | $84.31 2026-06-26 | +51.2% |
| 2022-11-02 | MAIIX | BUY | $1K–$15K | $12.12 | $21.05 2026-06-26 | +73.7% |
| 2022-11-02 | FSMDX | BUY | $15K–$50K | $25.54 | $42.30 2026-06-26 | +65.6% |
| 2022-11-02 | FHYS | BUY | $1K–$15K | $21.94 | $23.13 2026-06-26 | +5.4% |
| 2022-11-02 | FDEM | BUY | $1K–$15K | $22.02 | $35.25 2026-06-26 | +60.0% |
| 2022-11-02 | BAGIX | BUY | $1K–$15K | $9.33 | $9.85 2026-06-26 | +5.6% |
| 2022-11-01 | SCHP | BUY | $1K–$15K | $26.09 | $26.57 2026-06-26 | +1.8% |
| 2022-11-01 | IJR | BUY | $1K–$15K | $98.31 | $147.41 2026-06-26 | +49.9% |
| 2022-08-08 | UPS | BUY | $15K–$50K | $196.09 | $108.14 2026-06-26 | -44.9% |
| 2022-08-08 | TGT | BUY | $15K–$50K | $166.97 | $140.39 2026-06-26 | -15.9% |
| 2022-08-08 | EMR | SELL | $15K–$50K | $90.03 | $143.49 2026-06-26 | +44.6% rt |
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 |
|---|---|
| Hon. John A. Yarmuth | 33 · AMGN, APD, BLK, BMY, CMCSA, CME |
| Hon. James B. Renacci | 32 · ABBV, ABT, AMGN, BECN, BMY, BTI |
| Shelley M Capito | 32 · ABT, AFL, AMGN, APD, BLK, BMY |
| Sheldon Whitehouse | 32 · ABBV, ABT, AMGN, BMY, BUD, CLX |
| SUSAN M COLLINS | 31 · AMGN, AWK, BLK, BMY, BUD, CMCSA |
| Thomas H Tuberville | 30 · ABBV, AMGN, APD, AWK, BMY, CLX |
| Hon. Lois Frankel | 27 · ABT, BLK, CLX, CMCSA, CMI, CVS |
| Thomas R Carper | 27 · ABBV, ABT, BMY, CME, CMI, CSCO |
| David A Perdue , Jr | 25 · ABBV, AFL, BMY, CLX, CMCSA, CSCO |
| Hon. K. Michael Conaway | 25 · ABBV, ABT, BMY, CMI, CSCO, CVS |
| John Hoeven | 25 · ABBV, AMGN, BMY, BUD, CMI, CSCO |
| Hon. Kenny Marchant | 24 · ABBV, ABT, AFL, BMY, BUD, CMCSA |