house · trading 2015-01-09 → 2026-04-28
*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 |
|---|---|---|---|---|---|---|
| 2019-09-12 | PM | BUY | $1K–$15K | $74.90 | $182.87 2026-06-29 | +144.2% |
| 2019-01-28 | SJM | BUY | $1K–$15K | $102.87 | $115.89 2026-06-29 | +12.7% |
| 2018-04-19 | MSCI | BUY | $1K–$15K | $150.00 | $558.00 2026-06-29 | +272.0% |
| 2018-04-19 | IBOXX | BUY | $1K–$15K | — | — | — |
| 2018-01-25 | CRBD | BUY | $1K–$15K | — | — | — |
| 2017-10-26 | SPDR | BUY | $1K–$15K | — | — | — |
| 2017-10-26 | FTSE | BUY | $1K–$15K | — | — | — |
| 2017-07-24 | SPDR | BUY | $1K–$15K | — | — | — |
| 2017-07-24 | CRBD | BUY | $1K–$15K | — | — | — |
| 2016-12-21 | TROW | SELL | $1K–$15K | $77.42 | $114.38 2026-06-29 | -47.7% exit |
| 2016-12-21 | NVO | SELL | $1K–$15K | $17.70 | $48.34 2026-06-29 | -173.2% exit |
| 2016-12-21 | JUNO | SELL | $1K–$15K | $18.03 | $86.96 2018-03-15 | -47.0% rt |
| 2016-12-21 | AOMS | SELL | $1K–$15K | — | — | — exit |
| 2016-08-18 | MET | BUY | $1K–$15K | $36.07 | $85.99 2026-06-29 | +138.4% |
| 2016-08-18 | JUNO | BUY | $1K–$15K | $34.02 | $86.96 2018-03-15 | +155.6% |
| 2016-08-18 | GSK | BUY | $1K–$15K | $44.49 | $52.81 2026-06-29 | +18.7% |
| 2016-08-18 | GILD | BUY | $1K–$15K | $80.59 | $126.33 2026-06-29 | +56.8% |
| 2016-08-08 | V | BUY | $1K–$15K | $79.95 | $341.65 2026-06-29 | +327.3% |
| 2016-08-08 | FEGGX | BUY | $1K–$15K | — | — | — |
| 2016-04-20 | XLE | BUY | $1K–$15K | $33.23 | $53.58 2026-06-29 | +61.2% |
| 2016-04-20 | VSCGX | BUY | $1K–$15K | $18.40 | $22.62 2026-06-29 | +22.9% |
| 2016-04-20 | VGSIX | BUY | $1K–$15K | $27.37 | $32.63 2026-06-29 | +19.2% |
| 2016-04-20 | SPY | BUY | $1K–$15K | $210.10 | $741.00 2026-06-29 | +252.7% |
| 2016-04-20 | IYR | BUY | $1K–$15K | $77.14 | $104.09 2026-06-29 | +34.9% |
| 2016-04-01 | VWILX | SELL | $1K–$15K | $65.29 | $119.72 2026-06-29 | -0.7% rt |
| 2016-04-01 | PIMCO | SELL | $1K–$15K | — | — | — exit |
| 2016-04-01 | GSK | SELL | $1K–$15K | $40.34 | $52.81 2026-06-29 | -0.5% rt |
| 2016-04-01 | AMZN | SELL | $1K–$15K | $29.93 | $240.14 2026-06-29 | +0.8% rt |
| 2016-03-31 | VWILX | BUY | $1K–$15K | $65.72 | $119.72 2026-06-29 | +82.2% |
| 2016-03-31 | PIMCO | BUY | $1K–$15K | — | — | — |
| 2016-03-31 | GSK | BUY | $1K–$15K | $40.55 | $52.81 2026-06-29 | +30.2% |
| 2016-03-31 | AMZN | BUY | $1K–$15K | $29.68 | $240.14 2026-06-29 | +709.0% |
| 2015-01-26 | IWR | BUY | $1K–$15K | $42.18 | $110.16 2026-06-29 | +161.2% |
| 2015-01-26 | IUS | BUY | $1K–$15K | — | — | — |
| 2015-01-26 | IBOXX | BUY | $1K–$15K | — | — | — |
| 2015-01-09 | RDS.B | BUY | $1K–$15K | — | — | — |
| 2015-01-09 | BP | BUY | $1K–$15K | $36.58 | $37.35 2026-06-29 | +2.1% |
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. Kurt Schrader | 24 · ADBE, AMZN, GDX, GILD, GLD, GSK |
| Hon. James B. Renacci | 20 · ACN, ADBE, AMZN, EEFT, GILD, GSK |
| John Boozman | 19 · ACN, ADBE, AMZN, BND, FLJP, GILD |
| Thomas H Tuberville | 18 · ACN, ADBE, GILD, GRMN, GSK, MMM |
| THOMAS R CARPER | 18 · BP, CALF, GLD, GSK, IEMG, IJS |
| Hon. Josh Gottheimer | 16 · ADBE, AMZN, GILD, MMM, NOW, PINS |
| Hon. K. Michael Conaway | 14 · ACN, AMZN, GILD, GSK, MET, MMM |
| Hon. David P. Roe | 13 · ACN, ADBE, AMZN, BP, GLB, GSK |
| Hon. Rohit Khanna | 13 · ACN, ADBE, AMZN, GSK, MET, MMM |
| Markwayne Mullin | 12 · ACN, ADBE, AMZN, IEMG, NOW, PDBC |
| Hon. Alan S. Lowenthal | 11 · ADBE, AMZN, DKNG, GLD, IEMG, PYPL |
| SHELDON WHITEHOUSE | 11 · ACN, AMZN, GILD, MET, MMM, PYPL |