house · trading 2015-02-20 → 2026-05-26
*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 |
|---|---|---|---|---|---|---|
| 2026-05-26 | CS | BUY | $50K–$100K | — | — | — |
| 2026-04-21 | PTA | BUY | $1K–$15K | $19.46 | $19.04 2026-06-26 | -2.2% |
| 2026-04-21 | GS | BUY | $15K–$50K | $926.55 | $1019.61 2026-06-26 | +10.0% |
| 2026-02-10 | WAT | exchange | $1K–$15K | $327.02 | $374.41 2026-06-26 | +14.5% |
| 2026-01-05 | VSNT | exchange | $1K–$15K | $40.57 | $36.14 2026-06-26 | -10.9% |
| 2025-11-24 | SOLS | SELL | $1K–$15K | $45.47 | $82.69 2026-06-26 | -81.9% exit |
| 2025-11-24 | HON | SELL | $15K–$50K | $188.66 | $464.42 2026-06-26 | +88.0% rt |
| 2025-11-24 | GOOG | SELL | $15K–$50K | $318.47 | $334.69 2026-06-26 | +813.4% rt |
| 2025-11-24 | AAPL | SELL | $50K–$100K | $275.92 | $283.78 2026-06-26 | -2.9% exit |
| 2025-11-03 | Q | exchange | $1K–$15K | $97.00 | $158.20 2026-06-26 | +63.1% |
| 2025-10-30 | SOLS | exchange | $1K–$15K | $48.74 | $82.69 2026-06-26 | +69.7% |
| 2025-03-27 | WMT | BUY | $15K–$50K | $85.63 | $115.69 2026-06-26 | +35.1% |
| 2025-01-15 | DIS | BUY | $1K–$15K | $108.18 | $98.79 2026-06-26 | -8.7% |
| 2025-01-15 | CS | BUY | $100K–$250K | — | — | — |
| 2024-06-13 | AAPL | SELL | $15K–$50K | $214.24 | $283.78 2026-06-26 | -32.5% exit |
| 2024-06-12 | AAPL | SELL | $15K–$50K | $213.07 | $283.78 2026-06-26 | -33.2% exit |
| 2024-06-12 | AAPL | SELL | $1K–$15K | $213.07 | $283.78 2026-06-26 | -33.2% exit |
| 2023-12-05 | MDT | BUY | $15K–$50K | $78.82 | $80.98 2026-06-26 | +2.7% |
| 2023-04-10 | CTVA | BUY | $15K–$50K | $60.29 | $82.62 2026-06-26 | +37.0% |
| 2023-04-10 | BX | BUY | $15K–$50K | $81.59 | $115.40 2026-06-26 | +41.4% |
| 2023-03-08 | SVC | SELL | $15K–$50K | $11.26 | $1.71 2026-06-26 | +84.8% exit |
| 2023-03-03 | ARCC | BUY | $15K–$50K | — | — | — |
| 2023-01-12 | AMT | BUY | $1K–$15K | $232.21 | $175.59 2026-06-26 | -24.4% |
| 2022-12-19 | SWK | SELL | $1K–$15K | $74.79 | $91.98 2026-06-26 | -23.0% exit |
| 2022-12-19 | META | SELL | $15K–$50K | $114.48 | $550.25 2026-06-26 | -380.6% exit |
| 2022-11-29 | DIS | BUY | $1K–$15K | $94.69 | $98.79 2026-06-26 | +4.3% |
| 2022-08-03 | PG | BUY | $1K–$15K | $144.88 | $149.02 2026-06-26 | +2.9% |
| 2022-05-31 | CS | BUY | $15K–$50K | — | — | — |
| 2022-05-16 | WMB | SELL | $15K–$50K | $35.44 | $77.92 2026-06-26 | -119.9% exit |
| 2022-04-18 | AAPL | SELL | $15K–$50K | $165.07 | $283.78 2026-06-26 | -71.9% exit |
| 2021-12-01 | SLVM | SELL | $1K–$15K | $31.15 | $39.34 2026-06-26 | -26.3% exit |
| 2021-12-01 | IP | SELL | $15K–$50K | $45.13 | $38.76 2026-06-26 | +40.8% rt |
| 2021-12-01 | AAPL | SELL | $15K–$50K | $164.77 | $283.78 2026-06-26 | -72.2% exit |
| 2021-10-01 | SLVM | exchange | $1K–$15K | $33.00 | $39.34 2026-06-26 | +19.2% |
| 2021-06-18 | VTRS | SELL | $1K–$15K | $14.26 | $16.33 2026-06-26 | -14.5% exit |
| 2021-06-18 | OTIS | SELL | $15K–$50K | $79.50 | $73.19 2026-06-26 | +7.9% exit |
| 2021-06-18 | ABBV | SELL | $50K–$100K | $113.12 | $253.35 2026-06-26 | +87.3% rt |
| 2021-05-20 | FDX | SELL | $15K–$50K | — | — | — exit |
| 2021-04-22 | BX | SELL | $15K–$50K | $82.96 | $115.40 2026-06-26 | +229.6% rt |
| 2021-03-24 | EBAY | SELL | $15K–$50K | $57.64 | $107.87 2026-06-26 | -87.1% exit |
| 2021-03-24 | EBAY | SELL | $15K–$50K | — | — | — exit |
| 2021-03-02 | PEP | BUY | $15K–$50K | $131.07 | $141.39 2026-06-26 | +7.9% |
| 2021-03-01 | MS | exchange | $15K–$50K | $79.16 | $212.03 2026-06-26 | +167.8% |
| 2021-01-29 | VIAC | SELL | $15K–$50K | — | — | — exit |
| 2020-12-31 | VIAC | SELL | $1K–$15K | — | — | — exit |
| 2020-12-31 | DIS | SELL | $15K–$50K | $181.18 | $98.79 2026-06-26 | +90.0% rt |
| 2020-11-17 | VTRS | exchange | $1K–$15K | $16.34 | $16.33 2026-06-26 | -0.1% |
| 2020-10-13 | NVDA | SELL | $50K–$100K | $14.25 | $192.53 2026-06-26 | +449.0% rt |
| 2020-10-13 | CARR | SELL | $15K–$50K | $32.49 | $73.59 2026-06-26 | -126.5% exit |
| 2020-10-13 | ABBV | BUY | $15K–$50K | $87.83 | $253.35 2026-06-26 | +188.4% |
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 | 53 · AAPL, ABBV, ABT, AMGN, AMZN, AXP |
| SUSAN M COLLINS | 52 · AAPL, AMGN, AMT, AMZN, ARCC, AXP |
| David A Perdue , Jr | 51 · AAPL, ABBV, AMT, AMZN, AXP, BX |
| Hon. James B. Renacci | 47 · AAPL, ABBV, ABT, AMGN, AMT, AMZN |
| Hon. K. Michael Conaway | 47 · AAPL, ABBV, ABT, AMT, AMZN, AXP |
| Shelley M Capito | 45 · AAPL, ABT, AMGN, AMT, AMZN, AXP |
| Hon. John A. Yarmuth | 44 · AAPL, AMGN, AMT, AMZN, AXP, CAT |
| Thomas H Tuberville | 40 · AAPL, ABBV, AMGN, AMT, CARR, CCL |
| Thomas R Carper | 40 · AAPL, ABBV, ABT, AMT, ARCC, CMI |
| Hon. Josh Gottheimer | 39 · AAPL, ABBV, ABT, ALC, ALLY, AMGN |
| Hon. David P. Roe | 39 · AAPL, ABBV, AMGN, AMT, AMZN, AXP |
| Hon. Alan S. Lowenthal | 37 · AAPL, ALC, AMT, AMZN, ARCC, AXP |