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 |
|---|---|---|---|---|---|---|
| 2020-01-03 | NSRGY | BUY | $15K–$50K | $109.11 | $102.71 2026-06-26 | -5.9% |
| 2020-01-03 | IBN | SELL | $15K–$50K | $14.92 | $29.55 2026-06-26 | -98.1% exit |
| 2020-01-03 | CHKP | BUY | $15K–$50K | $112.29 | $130.05 2026-06-26 | +15.8% |
| 2020-01-03 | BBVA | BUY | $15K–$50K | $5.58 | $24.37 2026-06-26 | +336.7% |
| 2020-01-03 | ATLKY | BUY | $15K–$50K | $10.00 | $19.44 2026-06-26 | +94.5% |
| 2020-01-03 | ALFVY | SELL | $15K–$50K | $25.27 | $57.27 2026-06-26 | -126.6% exit |
| 2020-01-03 | AAIGY | BUY | $15K–$50K | — | — | — |
| 2020-01-02 | NVEE | BUY | $50K–$100K | — | — | — |
| 2019-12-17 | TSM | SELL | $15K–$50K | $59.23 | $432.35 2026-06-26 | -630.0% exit |
| 2019-12-16 | EXPO | BUY | $100K–$250K | $67.24 | $60.83 2026-06-26 | -9.5% |
| 2019-12-11 | UNICY | SELL | $100K–$250K | $5.38 | $2.85 2026-06-26 | +1.4% rt |
| 2019-12-11 | SSL | SELL | $50K–$100K | $18.44 | $9.67 2026-06-26 | -3.1% rt |
| 2019-12-11 | HSBC | SELL | $100K–$250K | $37.16 | $93.75 2026-06-26 | +1.2% rt |
| 2019-12-11 | CHL | SELL | $100K–$250K | — | — | — exit |
| 2019-12-11 | ABEV | SELL | $50K–$100K | $4.45 | $3.23 2026-06-26 | -10.6% rt |
| 2019-12-10 | XOM | SELL | $100K–$250K | $69.06 | $136.54 2026-06-26 | -97.7% exit |
| 2019-12-10 | VOD | SELL | $15K–$50K | $18.79 | $13.89 2026-06-26 | +26.1% exit |
| 2019-12-10 | SAN | SELL | $1K–$15K | $3.88 | $13.39 2026-06-26 | -245.1% exit |
| 2019-12-10 | RNLSY | SELL | $15K–$50K | $9.09 | $5.85 2026-06-26 | +35.6% exit |
| 2019-12-10 | RHHBY | SELL | $50K–$100K | $38.40 | $51.74 2026-06-26 | +9.0% rt |
| 2019-12-10 | QUAD | SELL | $1K–$15K | $4.50 | $8.44 2026-06-26 | -87.6% exit |
| 2019-12-10 | NOK | SELL | $1K–$15K | $3.42 | $13.01 2026-06-26 | -280.4% exit |
| 2019-12-10 | LZAGY | SELL | $50K–$100K | $33.92 | $65.94 2026-06-26 | +27.4% rt |
| 2019-12-10 | HSBC | SELL | $15K–$50K | $36.71 | $93.75 2026-06-26 | -3.9% rt |
| 2019-12-10 | HSBC | BUY | $100K–$250K | $36.71 | $93.75 2026-06-26 | +155.4% |
| 2019-12-10 | DB | SELL | $15K–$50K | $7.19 | $33.53 2026-06-26 | -366.3% exit |
| 2019-12-09 | PLYA | SELL | $100K–$250K | — | — | — exit |
| 2019-12-09 | MTSC | SELL | $100K–$250K | — | — | — exit |
| 2019-12-09 | MSM | SELL | $250K–$500K | $72.59 | $118.18 2026-06-26 | +0.3% rt |
| 2019-12-09 | LOPE | BUY | $100K–$250K | $89.08 | $145.26 2026-06-26 | +63.1% |
| 2019-12-09 | LKQ | SELL | $100K–$250K | $35.62 | $27.03 2026-06-26 | +24.1% exit |
| 2019-12-09 | KMPR | SELL | $250K–$500K | $74.12 | $26.81 2026-06-26 | +63.8% exit |
| 2019-12-09 | INFO | SELL | $250K–$500K | — | — | — exit |
| 2019-12-09 | DORM | SELL | $1K–$15K | $73.01 | $134.69 2026-06-26 | -10.0% rt |
| 2019-12-09 | CXW | SELL | $50K–$100K | $15.37 | $30.77 2026-06-26 | -33.4% rt |
| 2019-11-11 | VSAT | BUY | $15K–$50K | $70.99 | $61.95 2026-06-26 | -12.7% |
| 2019-11-11 | UL | SELL | $15K–$50K | $67.05 | $60.55 2026-06-26 | +9.7% exit |
| 2019-11-11 | PROSY | SELL | $50K–$100K | — | — | — exit |
| 2019-11-11 | NPSNY | SELL | $50K–$100K | $5.73 | $9.74 2026-06-26 | -70.0% exit |
| 2019-11-11 | GRFS | SELL | $100K–$250K | $21.39 | $7.39 2026-06-26 | +65.5% exit |
| 2019-10-31 | HHH | BUY | $1K–$15K | — | — | — |
| 2019-10-15 | TSM | SELL | $15K–$50K | $50.39 | $432.35 2026-06-26 | -758.0% exit |
| 2019-10-15 | TCEHY | BUY | $15K–$50K | $42.09 | $53.32 2026-06-26 | +26.7% |
| 2019-10-12 | SBGSY | BUY | $100K–$250K | $17.57 | $62.45 2026-06-26 | +255.4% |
| 2019-10-11 | WCC | BUY | $100K–$250K | $46.71 | $347.33 2026-06-26 | +643.6% |
| 2019-10-11 | UNICY | BUY | $100K–$250K | $5.39 | $2.85 2026-06-26 | -47.1% |
| 2019-10-11 | TYL | SELL | $15K–$50K | $268.24 | $294.40 2026-06-26 | +52.3% rt |
| 2019-10-11 | TWOU | BUY | $50K–$100K | — | — | — |
| 2019-10-11 | TCEHY | BUY | $100K–$250K | $41.66 | $53.32 2026-06-26 | +28.0% |
| 2019-10-11 | SSL | BUY | $50K–$100K | $19.04 | $9.67 2026-06-26 | -49.2% |
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 |