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 |
|---|---|---|---|---|---|---|
| 2018-05-08 | CMCSA | BUY | $15K–$50K | $28.67 | $23.17 2026-06-26 | -19.2% |
| 2018-04-26 | ALLY.A | SELL | $15K–$50K | — | — | — exit |
| 2018-04-20 | QCOM | SELL | $15K–$50K | $51.44 | $189.39 2026-06-26 | +4.8% rt |
| 2018-04-20 | CCI | BUY | $15K–$50K | $102.62 | $82.62 2026-06-26 | -19.5% |
| 2018-04-09 | VOD | BUY | $1K–$15K | $28.95 | $13.89 2026-06-26 | -52.0% |
| 2018-03-16 | NKE | SELL | $1K–$15K | $65.91 | $40.75 2026-06-26 | +12.2% rt |
| 2018-02-22 | WMT | BUY | $1K–$15K | $30.92 | $115.69 2026-06-26 | +274.1% |
| 2018-02-22 | CSCO | BUY | $1K–$15K | $42.94 | $113.77 2026-06-26 | +164.9% |
| 2018-02-22 | ABBV | BUY | $1K–$15K | $117.56 | $253.35 2026-06-26 | +115.5% |
| 2018-01-26 | WMT | SELL | $1K–$15K | $36.13 | $115.69 2026-06-26 | -220.2% exit |
| 2018-01-26 | CMI | SELL | $15K–$50K | $192.50 | $685.87 2026-06-26 | +76.1% rt |
| 2017-12-28 | NWL | SELL | $15K–$50K | $31.03 | $5.82 2026-06-26 | -24.7% rt |
| 2017-12-28 | AFT | SELL | $15K–$50K | — | — | — exit |
| 2017-11-28 | WBA | SELL | $15K–$50K | — | — | — exit |
| 2017-11-28 | SLB | SELL | $15K–$50K | $62.29 | $47.00 2026-06-26 | +24.6% exit |
| 2017-11-15 | CSCO | BUY | $15K–$50K | $34.11 | $113.77 2026-06-26 | +233.5% |
| 2017-10-31 | GE | SELL | $15K–$50K | $96.62 | $369.00 2026-06-26 | -30.3% rt |
| 2017-10-31 | EMR | BUY | $1K–$15K | $64.46 | $143.49 2026-06-26 | +122.6% |
| 2017-10-18 | NWL | BUY | $15K–$50K | $41.21 | $5.82 2026-06-26 | -85.9% |
| 2017-10-18 | GE | SELL | $15K–$50K | $110.80 | $369.00 2026-06-26 | -14.8% rt |
| 2017-09-19 | DWDP | SELL | $1K–$15K | — | — | — exit |
| 2017-09-01 | DWDP | exchange | $15K–$50K | — | — | — |
| 2017-09-01 | DWDP | exchange | $1K–$15K | — | — | — |
| 2017-08-28 | MDT | BUY | $1K–$15K | $79.59 | $80.98 2026-06-26 | +1.8% |
| 2017-08-28 | MDLZ | BUY | $1K–$15K | $41.30 | $60.79 2026-06-26 | +47.2% |
| 2017-08-14 | QCOM | BUY | $1K–$15K | $53.55 | $189.39 2026-06-26 | +253.7% |
| 2017-08-14 | IBM | BUY | $1K–$15K | $136.06 | $271.63 2026-06-26 | +99.6% |
| 2017-07-10 | FB | BUY | $15K–$50K | — | — | — |
| 2017-07-10 | AYR | BUY | $1K–$15K | — | — | — |
| 2017-06-07 | UBSI | BUY | $15K–$50K | $38.30 | $46.21 2026-06-26 | +20.6% |
| 2017-06-07 | NSRGY | SELL | $15K–$50K | $85.79 | $102.71 2026-06-26 | -19.7% exit |
| 2017-06-07 | MSFT | SELL | $15K–$50K | $72.39 | $372.97 2026-06-26 | +38.7% rt |
| 2017-06-07 | JNJ | SELL | $15K–$50K | $130.75 | $254.66 2026-06-26 | +25.4% rt |
| 2017-06-07 | CMCSA | SELL | $15K–$50K | $39.26 | $23.17 2026-06-26 | +47.3% rt |
| 2017-05-17 | HESM | SELL | $1K–$15K | — | — | — exit |
| 2017-05-17 | AYR | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | WBA | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | TD | BUY | $15K–$50K | $49.80 | $119.62 2026-06-26 | +140.2% |
| 2017-03-28 | WMB | BUY | $1K–$15K | $28.59 | $77.92 2026-06-26 | +172.5% |
| 2017-03-28 | T | BUY | $1K–$15K | $31.39 | $22.72 2026-06-26 | -27.6% |
| 2017-03-28 | MDLZ | BUY | $1K–$15K | $43.70 | $60.79 2026-06-26 | +39.1% |
| 2017-03-28 | JCI | BUY | $1K–$15K | $41.74 | $138.40 2026-06-26 | +231.6% |
| 2017-03-16 | QCOM | BUY | $1K–$15K | $58.35 | $189.39 2026-06-26 | +224.6% |
| 2017-03-16 | NVDA | BUY | $1K–$15K | $2.60 | $192.53 2026-06-26 | +7318.6% |
| 2017-03-15 | CVX | BUY | $15K–$50K | $108.88 | $171.06 2026-06-26 | +57.1% |
| 2017-02-27 | UL | SELL | $15K–$50K | $53.68 | $60.55 2026-06-26 | +20.1% rt |
| 2017-02-01 | M | SELL | $1K–$15K | $29.21 | $25.96 2026-06-26 | -33.8% rt |
| 2017-01-06 | UL | BUY | $1K–$15K | $46.10 | $60.55 2026-06-26 | +31.3% |
| 2017-01-06 | FB | BUY | $1K–$15K | — | — | — |
| 2016-12-14 | CCL | SELL | $15K–$50K | $52.41 | $29.07 2026-06-26 | +21.4% 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 |
|---|---|
| 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 |