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 |
|---|---|---|---|---|---|---|
| 2020-08-20 | WMT | BUY | $1K–$15K | $43.52 | $115.69 2026-06-26 | +165.8% |
| 2020-08-20 | AAPL | SELL | $15K–$50K | $118.28 | $283.78 2026-06-26 | +391.5% rt |
| 2020-04-03 | OTIS | exchange | $1K–$15K | $47.32 | $73.19 2026-06-26 | +54.7% |
| 2020-04-03 | CARR | exchange | $1K–$15K | $16.92 | $73.59 2026-06-26 | +334.9% |
| 2020-01-02 | NEE | SELL | $50K–$100K | $59.66 | $88.56 2026-06-26 | -48.5% exit |
| 2019-11-06 | AYR | SELL | $15K–$50K | — | — | — exit |
| 2019-11-01 | WPX | SELL | $15K–$50K | — | — | — exit |
| 2019-11-01 | VLO | SELL | $15K–$50K | $99.86 | $259.37 2026-06-26 | -19.8% rt |
| 2019-11-01 | DUK | SELL | $15K–$50K | $94.38 | $128.40 2026-06-26 | +17.5% rt |
| 2019-11-01 | DIS | BUY | $15K–$50K | $132.75 | $98.79 2026-06-26 | -25.6% |
| 2019-11-01 | ALC | BUY | $1K–$15K | $58.94 | $67.80 2026-06-26 | +15.0% |
| 2019-06-17 | UTX | BUY | $15K–$50K | — | — | — |
| 2019-06-03 | DD | exchange | $1K–$15K | $95.52 | $137.22 2026-06-26 | +43.6% |
| 2019-05-31 | CTVA | exchange | $1K–$15K | $26.97 | $82.62 2026-06-26 | +206.3% |
| 2019-05-14 | VOD | SELL | $1K–$15K | $16.34 | $13.89 2026-06-26 | -47.4% rt |
| 2019-05-14 | HPT | BUY | $1K–$15K | — | — | — |
| 2019-04-11 | ALC | exchange | $1K–$15K | $55.60 | $67.80 2026-06-26 | +21.9% |
| 2019-04-04 | DOW | exchange | $1K–$15K | $59.71 | $29.04 2026-06-26 | -51.4% |
| 2019-04-01 | MGM | SELL | $15K–$50K | $26.59 | $49.19 2026-06-26 | -15.7% rt |
| 2019-04-01 | MGM | BUY | $15K–$50K | $26.59 | $49.19 2026-06-26 | +85.0% |
| 2019-03-25 | UBSI | BUY | $1K–$15K | $34.49 | $46.21 2026-06-26 | +34.0% |
| 2019-03-25 | DIS | BUY | $15K–$50K | $107.79 | $98.79 2026-06-26 | -8.3% |
| 2019-03-25 | CCI | SELL | $15K–$50K | $125.28 | $82.62 2026-06-26 | +22.1% rt |
| 2019-03-25 | CBS | BUY | $1K–$15K | — | — | — |
| 2019-01-02 | ET | BUY | $15K–$50K | $13.25 | $19.17 2026-06-26 | +44.7% |
| 2018-12-19 | XOM | SELL | $15K–$50K | $70.78 | $136.54 2026-06-26 | -92.9% exit |
| 2018-12-19 | WMB | SELL | $15K–$50K | $22.32 | $77.92 2026-06-26 | -21.9% rt |
| 2018-12-19 | T | SELL | $15K–$50K | $22.52 | $22.72 2026-06-26 | -28.3% rt |
| 2018-12-19 | CVX | SELL | $50K–$100K | $107.83 | $171.06 2026-06-26 | -1.0% rt |
| 2018-11-27 | UTX | BUY | $15K–$50K | — | — | — |
| 2018-11-08 | WPX | BUY | $15K–$50K | — | — | — |
| 2018-11-01 | REZI | SELL | $1K–$15K | $22.00 | $30.96 2026-06-26 | -40.7% exit |
| 2018-10-24 | WBA | SELL | $15K–$50K | — | — | — exit |
| 2018-10-24 | SBUX | SELL | $15K–$50K | $58.06 | $104.60 2026-06-26 | +8.2% rt |
| 2018-10-24 | MMM | SELL | $15K–$50K | $154.30 | $164.01 2026-06-26 | -7.1% rt |
| 2018-10-19 | ET | exchange | $15K–$50K | $17.06 | $19.17 2026-06-26 | +12.4% |
| 2018-10-02 | PX | SELL | $15K–$50K | — | — | — exit |
| 2018-10-01 | CS | BUY | $15K–$50K | — | — | — |
| 2018-08-21 | NYLD | SELL | $15K–$50K | — | — | — exit |
| 2018-08-14 | AYR | BUY | $1K–$15K | — | — | — |
| 2018-07-30 | VLO | BUY | $1K–$15K | $117.26 | $259.37 2026-06-26 | +121.2% |
| 2018-07-30 | CBS | BUY | $15K–$50K | — | — | — |
| 2018-07-26 | QCOM | SELL | $15K–$50K | $63.58 | $189.39 2026-06-26 | +16.0% rt |
| 2018-07-26 | ALLY | BUY | $15K–$50K | $27.40 | $47.17 2026-06-26 | +72.2% |
| 2018-07-12 | JCI | BUY | $1K–$15K | $34.74 | $138.40 2026-06-26 | +298.4% |
| 2018-06-04 | VLO | BUY | $1K–$15K | $124.44 | $259.37 2026-06-26 | +108.4% |
| 2018-06-04 | MGM | BUY | $15K–$50K | $31.54 | $49.19 2026-06-26 | +56.0% |
| 2018-05-23 | PEP | BUY | $15K–$50K | $100.45 | $141.39 2026-06-26 | +40.8% |
| 2018-05-23 | MMM | BUY | $15K–$50K | $166.11 | $164.01 2026-06-26 | -1.3% |
| 2018-05-08 | EPD | BUY | $1K–$15K | $26.75 | $36.57 2026-06-26 | +36.7% |
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 |