house · trading 2017-06-30 → 2020-12-21
*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 |
|---|---|---|---|---|---|---|
| 2020-12-21 | CHL | SELL | $100K–$250K | — | — | — exit |
| 2020-12-18 | VSAT | BUY | $100K–$250K | $31.41 | $61.95 2026-06-26 | +97.2% |
| 2020-12-18 | IWN | SELL | $250K–$500K | $130.41 | $221.43 2026-06-26 | -69.8% exit |
| 2020-12-17 | CATM | SELL | $1K–$15K | — | — | — exit |
| 2020-12-15 | WW | BUY | $100K–$250K | — | — | — |
| 2020-12-15 | THR | BUY | $100K–$250K | $16.58 | $61.14 2026-05-29 | +268.8% |
| 2020-12-15 | OSW | BUY | $100K–$250K | $8.41 | $28.20 2026-06-26 | +235.3% |
| 2020-12-15 | IWN | SELL | $500K–$1.0M | $131.72 | $221.43 2026-06-26 | +8.0% rt |
| 2020-12-15 | HHH | BUY | $100K–$250K | — | — | — |
| 2020-12-08 | DASTY | BUY | $50K–$100K | $37.60 | $20.30 2026-06-26 | -46.0% |
| 2020-12-07 | IFNNY | SELL | $50K–$100K | $36.39 | $89.36 2026-06-26 | +83.7% rt |
| 2020-12-01 | WIX | BUY | $1K–$15K | $249.73 | $44.10 2026-06-26 | -82.3% |
| 2020-12-01 | OT | SELL | $15K–$50K | — | — | — exit |
| 2020-12-01 | OT | BUY | $1K–$15K | — | — | — |
| 2020-12-01 | NTDOY | BUY | $1K–$15K | $13.77 | $10.19 2026-06-26 | -26.0% |
| 2020-12-01 | LOGI | BUY | $15K–$50K | $88.22 | $97.37 2026-06-26 | +10.4% |
| 2020-12-01 | AZN | BUY | $1K–$15K | $105.96 | $188.41 2026-06-26 | +77.8% |
| 2020-11-18 | STAY | BUY | $15K–$50K | — | — | — |
| 2020-11-18 | GDDY | BUY | $100K–$250K | $75.39 | $84.55 2026-06-26 | +12.2% |
| 2020-11-18 | ALGN | SELL | $100K–$250K | $444.61 | $178.43 2026-06-26 | +101.6% rt |
| 2020-11-17 | STAY | BUY | $50K–$100K | — | — | — |
| 2020-11-16 | VSAT | SELL | $1K–$15K | $36.65 | $61.95 2026-06-26 | -47.1% rt |
| 2020-11-16 | VAC | SELL | $50K–$100K | $130.00 | $101.30 2026-06-26 | +84.4% rt |
| 2020-11-16 | IWN | BUY | $1K–$15K | $121.97 | $221.43 2026-06-26 | +81.5% |
| 2020-10-28 | PRLB | SELL | $100K–$250K | $117.51 | $80.69 2026-06-26 | +17.9% rt |
| 2020-10-28 | GWRE | BUY | $100K–$250K | $98.32 | $121.48 2026-06-26 | +23.6% |
| 2020-10-15 | DORM | SELL | $100K–$250K | $92.12 | $134.69 2026-06-26 | -46.2% exit |
| 2020-10-13 | VRSK | SELL | $1K–$15K | $193.65 | $182.18 2026-06-26 | +5.9% exit |
| 2020-10-13 | TECH | SELL | $1K–$15K | $67.39 | $71.00 2026-06-26 | -5.3% exit |
| 2020-10-13 | TDOC | SELL | $1K–$15K | $231.80 | $8.39 2026-06-26 | +96.4% exit |
| 2020-10-13 | ROL | SELL | $1K–$15K | $39.16 | $43.27 2026-06-26 | -10.5% exit |
| 2020-10-13 | RBA | SELL | $1K–$15K | $65.56 | $115.31 2026-06-26 | -75.9% exit |
| 2020-10-13 | PEGA | SELL | $1K–$15K | $66.20 | $30.78 2026-06-26 | +78.4% rt |
| 2020-10-13 | PCTY | SELL | $1K–$15K | $189.05 | $106.35 2026-06-26 | +107.7% rt |
| 2020-10-13 | PAYC | SELL | $1K–$15K | $373.78 | $129.18 2026-06-26 | +65.4% exit |
| 2020-10-13 | NEOG | SELL | $1K–$15K | $35.84 | $9.58 2026-06-26 | +17.3% rt |
| 2020-10-13 | LOPE | SELL | $1K–$15K | $82.99 | $145.26 2026-06-26 | -6.8% rt |
| 2020-10-13 | LII | SELL | $1K–$15K | $285.41 | $563.87 2026-06-26 | +36.1% rt |
| 2020-10-13 | JKHY | SELL | $1K–$15K | $161.91 | $135.00 2026-06-26 | -11.9% rt |
| 2020-10-13 | FAST | SELL | $1K–$15K | $22.68 | $47.10 2026-06-26 | -107.7% exit |
| 2020-10-13 | CSGP | SELL | $1K–$15K | $88.32 | $30.25 2026-06-26 | +65.8% exit |
| 2020-10-13 | CHE | SELL | $1K–$15K | $493.25 | $463.28 2026-06-26 | +6.1% exit |
| 2020-10-13 | CGNX | SELL | $1K–$15K | $69.13 | $66.56 2026-06-26 | +51.4% rt |
| 2020-10-13 | ANSS | SELL | $15K–$50K | — | — | — exit |
| 2020-10-13 | AMED | SELL | $1K–$15K | — | — | — exit |
| 2020-10-09 | DORM | SELL | $100K–$250K | $92.96 | $134.69 2026-06-26 | -44.9% exit |
| 2020-10-08 | YNDX | SELL | $100K–$250K | — | — | — exit |
| 2020-09-24 | WST | SELL | $50K–$100K | $263.64 | $350.85 2026-06-26 | +115.1% rt |
| 2020-09-24 | CSGP | SELL | $100K–$250K | $81.92 | $30.25 2026-06-26 | +63.1% exit |
| 2020-09-24 | AVLR | BUY | $100K–$250K | — | — | — |
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. Josh Gottheimer | 73 · AAGIY, ABEV, ADDYY, ADYEY, AIQUY, ALC |
| Hon. James B. Renacci | 64 · ABEV, ALGN, ALRM, ANSS, AOS, ASGN |
| SUSAN M COLLINS | 24 · ALGN, ARCC, AYI, CNSL, CVET, DUK |
| Hon. Gilbert Cisneros | 24 · ALGN, ANSS, BABA, CGNX, CSGP, CVET |
| Hon. Lois Frankel | 23 · AOS, CXW, DEO, DORM, DUK, FAST |
| Thomas H Tuberville | 22 · ALGN, BABA, CHE, DEO, DUK, ECOM |
| Shelley M Capito | 21 · AAGIY, AZN, DEO, DUK, FANUY, GDDY |
| Hon. Lamar Smith | 19 · ALGN, CSGP, FAST, GWRE, HCSG, LIN |
| Thomas R Carper | 18 · AJRD, ARCC, DEO, DUK, FAST, GS |
| Hon. Alan S. Lowenthal | 16 · ALC, ARCC, AZN, BABA, BIDU, CHKP |
| Sheldon Whitehouse | 15 · BABA, CGNX, CHL, DEO, GE, GIS |
| Hon. Kurt Schrader | 14 · ABEV, AMN, BABA, CHL, CTL, ENS |