house · trading 2014-03-25 → 2022-11-07
*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 |
|---|---|---|---|---|---|---|
| 2018-01-18 | BAC | BUY | $1K–$15K | $31.48 | $57.88 2026-06-26 | +83.9% |
| 2018-01-16 | MSFT | BUY | $1K–$15K | $88.35 | $372.97 2026-06-26 | +322.1% |
| 2018-01-16 | GSK | BUY | $1K–$15K | $37.92 | $52.50 2026-06-26 | +38.5% |
| 2018-01-16 | BAC | BUY | $1K–$15K | $31.24 | $57.88 2026-06-26 | +85.3% |
| 2017-12-06 | VZ | SELL | $1K–$15K | $50.68 | $46.54 2026-06-26 | +7.8% rt |
| 2017-12-06 | BRK.B | SELL | $1K–$15K | $196.01 | $498.66 2026-06-26 | +53.0% rt |
| 2017-12-04 | GSK | BUY | $1K–$15K | $35.00 | $52.50 2026-06-26 | +50.0% |
| 2017-11-14 | BRK.B | SELL | $1K–$15K | $183.34 | $498.66 2026-06-26 | +46.6% rt |
| 2017-09-11 | WHR | BUY | $1K–$15K | $173.60 | $38.98 2026-06-26 | -77.5% |
| 2017-09-11 | WFC | BUY | $1K–$15K | $50.66 | $83.86 2026-06-26 | +65.5% |
| 2017-09-11 | MSFT | BUY | $1K–$15K | $74.76 | $372.97 2026-06-26 | +398.9% |
| 2017-09-11 | HON | BUY | $1K–$15K | $133.09 | $464.42 2026-06-26 | +249.0% |
| 2017-03-17 | WFC | SELL | $1K–$15K | $58.67 | $83.86 2026-06-26 | +29.9% rt |
| 2017-03-17 | T | SELL | $1K–$15K | $32.18 | $22.72 2026-06-26 | +29.4% exit |
| 2017-03-17 | MSFT | SELL | $1K–$15K | $64.87 | $372.97 2026-06-26 | +29.3% rt |
| 2017-03-17 | BAC | SELL | $1K–$15K | $24.86 | $57.88 2026-06-26 | -132.8% exit |
| 2016-11-14 | WFC | BUY | $1K–$15K | $53.22 | $83.86 2026-06-26 | +57.6% |
| 2016-09-29 | MSFT | BUY | $1K–$15K | $57.40 | $372.97 2026-06-26 | +549.8% |
| 2016-04-22 | KO | BUY | $1K–$15K | $44.54 | $82.63 2026-06-26 | +85.5% |
| 2016-04-21 | XOM | BUY | $1K–$15K | $86.79 | $136.54 2026-06-26 | +57.3% |
| 2016-04-18 | BMY | BUY | $1K–$15K | $68.86 | $57.52 2026-06-26 | -16.5% |
| 2016-03-31 | XOM | BUY | $1K–$15K | $83.59 | $136.54 2026-06-26 | +63.3% |
| 2016-03-22 | BMY | BUY | $1K–$15K | $62.80 | $57.52 2026-06-26 | -8.4% |
| 2016-03-07 | GSK | BUY | $1K–$15K | $39.32 | $52.50 2026-06-26 | +33.5% |
| 2016-02-23 | BRK.B | BUY | $1K–$15K | $130.74 | $498.66 2026-06-26 | +281.4% |
| 2016-02-12 | BRK.B | BUY | $1K–$15K | $128.07 | $498.66 2026-06-26 | +289.4% |
| 2016-02-11 | WFC | BUY | $1K–$15K | $45.16 | $83.86 2026-06-26 | +85.7% |
| 2016-02-11 | BRK.B | BUY | $1K–$15K | $125.09 | $498.66 2026-06-26 | +298.6% |
| 2016-02-05 | MSFT | BUY | $1K–$15K | $50.16 | $372.97 2026-06-26 | +643.6% |
| 2015-07-12 | XOM | BUY | $1K–$15K | $82.22 | $136.54 2026-06-26 | +66.1% |
| 2015-07-12 | AXP | BUY | $1K–$15K | $77.31 | $340.36 2026-06-26 | +340.3% |
| 2015-07-11 | VZ | BUY | $1K–$15K | $47.00 | $46.54 2026-06-26 | -1.0% |
| 2015-07-11 | GE | BUY | $1K–$15K | $125.90 | $369.00 2026-06-26 | +193.1% |
| 2015-03-07 | CMA | BUY | $1K–$15K | — | — | — |
| 2015-03-03 | UNH | BUY | $1K–$15K | $112.86 | $427.89 2026-06-26 | +279.1% |
| 2015-03-02 | GSK | BUY | $1K–$15K | $47.93 | $52.50 2026-06-26 | +9.5% |
| 2015-02-06 | GSK | BUY | $1K–$15K | $46.00 | $52.50 2026-06-26 | +14.1% |
| 2014-03-25 | GSK | BUY | $1K–$15K | $53.89 | $52.50 2026-06-26 | -2.6% |
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 |
|---|---|
| Hon. Kurt Schrader | 30 · AAPL, ABBV, ADBE, AMZN, AXP, BA |
| Hon. James B. Renacci | 29 · AAPL, ABBV, ADBE, AKAM, AMZN, AXP |
| Hon. Mike Kelly | 28 · AAPL, ABBV, AMZN, AXP, BA, BAC |
| Sheldon Whitehouse | 25 · AAPL, ABBV, AKAM, AMZN, AXP, BA |
| SUSAN M COLLINS | 25 · AAPL, AKAM, AMZN, AXP, BA, BAC |
| Hon. Kenny Marchant | 25 · AAPL, ABBV, ADBE, AMZN, AXP, BA |
| Hon. John A. Yarmuth | 25 · AAPL, AMZN, AXP, BA, BAC, BMY |
| Hon. David P. Roe | 25 · AAPL, ABBV, ADBE, AMZN, AXP, C |
| David A Perdue , Jr | 23 · AAPL, ABBV, AMZN, AXP, BA, BAC |
| Thomas H Tuberville | 23 · AAPL, ABBV, ADBE, ANET, BMY, BRK.B |
| Hon. Alan S. Lowenthal | 22 · AAPL, ADBE, AMZN, AXP, BA, BAC |
| Hon. K. Michael Conaway | 22 · AAPL, ABBV, AMZN, AXP, BAC, BMY |