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 |
|---|---|---|---|---|---|---|
| 2016-12-06 | UL | BUY | $1K–$15K | $44.70 | $60.55 2026-06-26 | +35.5% |
| 2016-12-05 | UNH | BUY | $15K–$50K | $157.63 | $427.89 2026-06-26 | +171.4% |
| 2016-12-05 | NVS | BUY | $1K–$15K | $61.80 | $155.41 2026-06-26 | +151.5% |
| 2016-12-05 | GOOG | BUY | $1K–$15K | $38.13 | $334.69 2026-06-26 | +777.9% |
| 2016-11-14 | WBA | BUY | $15K–$50K | — | — | — |
| 2016-11-14 | PEP | BUY | $15K–$50K | $101.39 | $141.39 2026-06-26 | +39.5% |
| 2016-11-14 | NYLD | BUY | $1K–$15K | — | — | — |
| 2016-11-14 | JCI | BUY | $15K–$50K | $44.07 | $138.40 2026-06-26 | +214.1% |
| 2016-11-14 | GOOG | BUY | $15K–$50K | $36.80 | $334.69 2026-06-26 | +809.4% |
| 2016-11-14 | CVS | SELL | $15K–$50K | $76.00 | $104.34 2026-06-26 | -22.7% rt |
| 2016-11-14 | AXP | SELL | $15K–$50K | $72.42 | $340.36 2026-06-26 | -11.0% rt |
| 2016-11-14 | AXP | SELL | $1K–$15K | $72.42 | $340.36 2026-06-26 | -370.0% exit |
| 2016-11-04 | COST | BUY | $1K–$15K | $142.24 | $952.54 2026-06-26 | +569.7% |
| 2016-10-25 | TWX | SELL | $15K–$50K | $87.16 | $98.77 2018-06-15 | +20.8% rt |
| 2016-10-25 | SBUX | BUY | $15K–$50K | $53.67 | $104.60 2026-06-26 | +94.9% |
| 2016-10-24 | GE | BUY | $1K–$15K | $138.60 | $369.00 2026-06-26 | +166.2% |
| 2016-09-15 | DELL | SELL | $1K–$15K | $48.89 | $80.00 2018-12-27 | -63.6% exit |
| 2016-09-06 | DELL | exchange | $1K–$15K | $45.45 | $80.00 2018-12-27 | +76.0% |
| 2016-08-31 | WM | BUY | $15K–$50K | $63.94 | $225.53 2026-06-26 | +252.7% |
| 2016-08-24 | EPD | BUY | $1K–$15K | $26.32 | $36.57 2026-06-26 | +38.9% |
| 2016-08-08 | PFE | BUY | $1K–$15K | $33.14 | $24.29 2026-06-26 | -26.7% |
| 2016-08-04 | VOD | BUY | $1K–$15K | $31.05 | $13.89 2026-06-26 | -55.3% |
| 2016-08-02 | EPD | BUY | $1K–$15K | $26.89 | $36.57 2026-06-26 | +36.0% |
| 2016-07-20 | CCL | BUY | $1K–$15K | $46.02 | $29.07 2026-06-26 | -36.8% |
| 2016-07-06 | SRC | SELL | $1K–$15K | — | — | — exit |
| 2016-07-06 | HON | BUY | $1K–$15K | $111.21 | $464.42 2026-06-26 | +317.6% |
| 2016-07-06 | CCL | BUY | $15K–$50K | $43.18 | $29.07 2026-06-26 | -32.7% |
| 2016-06-27 | CCI | SELL | $15K–$50K | $97.18 | $82.62 2026-06-26 | +16.9% rt |
| 2016-06-22 | BX | BUY | $1K–$15K | $25.17 | $115.40 2026-06-26 | +358.5% |
| 2016-06-22 | ABBV | BUY | $1K–$15K | $60.39 | $253.35 2026-06-26 | +319.5% |
| 2016-06-09 | ARCC | BUY | $1K–$15K | $14.58 | $18.19 2026-06-26 | +24.8% |
| 2016-06-01 | QCOM | BUY | $1K–$15K | $54.79 | $189.39 2026-06-26 | +245.7% |
| 2016-06-01 | CSCO | BUY | $1K–$15K | $28.90 | $113.77 2026-06-26 | +293.7% |
| 2016-06-01 | ABT | BUY | $1K–$15K | $39.50 | $94.12 2026-06-26 | +138.3% |
| 2016-05-09 | NKE | BUY | $1K–$15K | $58.72 | $40.75 2026-06-26 | -30.6% |
| 2016-05-09 | GDV | BUY | $15K–$50K | $18.53 | $28.77 2026-06-26 | +55.3% |
| 2016-05-09 | GDV | BUY | $1K–$15K | $18.53 | $28.77 2026-06-26 | +55.3% |
| 2016-04-26 | MDLZ | BUY | $1K–$15K | $42.50 | $60.79 2026-06-26 | +43.0% |
| 2016-04-26 | MAR | BUY | $1K–$15K | $67.00 | $377.31 2026-06-26 | +463.1% |
| 2016-04-26 | HD | BUY | $1K–$15K | $135.34 | $348.86 2026-06-26 | +157.8% |
| 2016-04-26 | COST | BUY | $15K–$50K | $152.60 | $952.54 2026-06-26 | +524.2% |
| 2016-04-26 | ALLY.A | BUY | $15K–$50K | — | — | — |
| 2016-03-30 | LYB | BUY | $15K–$50K | $85.90 | $55.73 2026-06-26 | -35.1% |
| 2016-03-30 | EV | BUY | $15K–$50K | — | — | — |
| 2016-03-30 | DUK | BUY | $15K–$50K | $80.35 | $128.40 2026-06-26 | +59.8% |
| 2016-03-30 | CMI | BUY | $15K–$50K | $109.31 | $685.87 2026-06-26 | +527.5% |
| 2016-03-21 | TWX | BUY | $15K–$50K | $72.14 | $98.77 2018-06-15 | +36.9% |
| 2016-03-21 | M | BUY | $15K–$50K | $44.15 | $25.96 2026-06-26 | -41.2% |
| 2016-03-21 | HD | BUY | $1K–$15K | $131.01 | $348.86 2026-06-26 | +166.3% |
| 2016-03-21 | AMGN | BUY | $1K–$15K | $147.01 | $358.33 2026-06-26 | +143.8% |
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 |