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 |
|---|---|---|---|---|---|---|
| 2016-03-11 | OAK | BUY | $15K–$50K | — | — | — |
| 2016-02-23 | PFE | BUY | $15K–$50K | $28.43 | $24.29 2026-06-26 | -14.6% |
| 2016-02-23 | DIS | BUY | $15K–$50K | $95.38 | $98.79 2026-06-26 | +3.6% |
| 2016-02-23 | AMGN | BUY | $15K–$50K | $147.26 | $358.33 2026-06-26 | +143.3% |
| 2016-02-18 | MSFT | BUY | $15K–$50K | $52.19 | $372.97 2026-06-26 | +614.6% |
| 2016-02-18 | JNJ | BUY | $15K–$50K | $104.24 | $254.66 2026-06-26 | +144.3% |
| 2016-02-18 | HD | BUY | $1K–$15K | $119.97 | $348.86 2026-06-26 | +190.8% |
| 2016-02-18 | GOOG | BUY | $15K–$50K | $34.87 | $334.69 2026-06-26 | +859.9% |
| 2016-02-18 | CVS | BUY | $15K–$50K | $96.89 | $104.34 2026-06-26 | +7.7% |
| 2016-02-18 | AMZN | BUY | $15K–$50K | $26.25 | $232.69 2026-06-26 | +786.4% |
| 2016-02-18 | AAPL | BUY | $1K–$15K | $24.07 | $283.78 2026-06-26 | +1079.2% |
| 2016-02-18 | QCOM | BUY | $1K–$15K | $49.08 | $189.39 2026-06-26 | +285.9% |
| 2016-02-18 | HON | BUY | $15K–$50K | $101.36 | $464.42 2026-06-26 | +358.2% |
| 2016-02-02 | IP | BUY | $1K–$15K | $32.06 | $38.76 2026-06-26 | +20.9% |
| 2015-12-28 | NFG | SELL | $1K–$15K | $43.08 | $78.45 2026-06-26 | -82.1% exit |
| 2015-12-22 | WMB | SELL | $1K–$15K | $22.57 | $77.92 2026-06-26 | -53.2% rt |
| 2015-12-22 | CVS | BUY | $15K–$50K | $98.27 | $104.34 2026-06-26 | +6.2% |
| 2015-12-22 | CMCSA | BUY | $15K–$50K | $26.66 | $23.17 2026-06-26 | -13.1% |
| 2015-11-02 | WBA | BUY | $15K–$50K | — | — | — |
| 2015-10-21 | NGLS | SELL | $1K–$15K | — | — | — exit |
| 2015-10-21 | IBM | SELL | $1K–$15K | $134.72 | $271.63 2026-06-26 | -101.6% exit |
| 2015-10-21 | CCI | BUY | $1K–$15K | $83.13 | $82.62 2026-06-26 | -0.6% |
| 2015-10-21 | CAT | SELL | $1K–$15K | $69.67 | $997.47 2026-06-26 | -1331.7% exit |
| 2015-09-18 | FCX | SELL | $1K–$15K | $10.88 | $62.45 2026-06-26 | -474.0% exit |
| 2015-08-31 | WMB | BUY | $1K–$15K | $48.20 | $77.92 2026-06-26 | +61.7% |
| 2015-06-30 | WMB | SELL | $15K–$50K | $57.39 | $77.92 2026-06-26 | +8.1% rt |
| 2015-06-30 | EPD | BUY | $15K–$50K | $29.89 | $36.57 2026-06-26 | +22.4% |
| 2015-06-30 | EPD | BUY | $1K–$15K | $29.89 | $36.57 2026-06-26 | +22.4% |
| 2015-05-27 | OAK | BUY | $15K–$50K | — | — | — |
| 2015-05-27 | NYLD | BUY | $15K–$50K | — | — | — |
| 2015-05-27 | HON | BUY | $15K–$50K | $100.32 | $464.42 2026-06-26 | +362.9% |
| 2015-05-26 | FCX | SELL | $1K–$15K | $20.08 | $62.45 2026-06-26 | 0.0% rt |
| 2015-05-26 | FCX | BUY | $1K–$15K | $20.08 | $62.45 2026-06-26 | +211.0% |
| 2015-05-19 | WMB | BUY | $1K–$15K | $53.08 | $77.92 2026-06-26 | +46.8% |
| 2015-05-19 | FEI | BUY | $15K–$50K | — | — | — |
| 2015-05-19 | AXP | BUY | $1K–$15K | $81.36 | $340.36 2026-06-26 | +318.3% |
| 2015-04-28 | GE | BUY | $1K–$15K | $129.97 | $369.00 2026-06-26 | +183.9% |
| 2015-02-20 | AXP | BUY | $1K–$15K | — | — | — |
| 2015-02-20 | AAPL | BUY | $1K–$15K | — | — | — |
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 |