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 |
|---|---|---|---|---|---|---|
| 2018-12-24 | AYI | BUY | $50K–$100K | $105.80 | $367.62 2026-06-29 | +247.5% |
| 2018-12-24 | AOS | BUY | $50K–$100K | $42.01 | $61.68 2026-06-29 | +46.8% |
| 2018-12-24 | AMN | SELL | $100K–$250K | $52.97 | $32.38 2026-06-29 | -5.8% rt |
| 2018-12-12 | BBAVY | SELL | $15K–$50K | — | — | — exit |
| 2018-12-11 | WTW | BUY | $100K–$250K | $154.90 | $264.70 2026-06-29 | +70.9% |
| 2018-12-07 | LIN | BUY | $100K–$250K | $152.72 | $511.06 2026-06-29 | +234.6% |
| 2018-12-07 | FMX | BUY | $100K–$250K | $82.50 | $131.20 2026-06-29 | +59.0% |
| 2018-12-07 | CSLLY | SELL | $100K–$250K | $32.81 | $20.12 2026-06-29 | +38.7% exit |
| 2018-12-07 | AIQUY | SELL | $100K–$250K | $21.75 | $39.45 2026-06-29 | +0.5% rt |
| 2018-11-30 | TWOU | BUY | $500K–$1.0M | — | — | — |
| 2018-11-30 | BL | BUY | $100K–$250K | $42.87 | $28.00 2026-06-29 | -34.7% |
| 2018-11-14 | ATHN | SELL | $100K–$250K | — | — | — exit |
| 2018-11-05 | VSAT | BUY | $15K–$50K | $69.35 | $76.69 2026-06-29 | +10.6% |
| 2018-11-05 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-11-01 | ZBRA | SELL | $100K–$250K | $169.00 | $255.81 2026-06-29 | -51.4% exit |
| 2018-11-01 | PRAA | SELL | $15K–$50K | $32.09 | $18.75 2026-06-29 | -11.3% rt |
| 2018-10-31 | ADDYY | BUY | $100K–$250K | $117.89 | $104.09 2026-06-29 | -11.7% |
| 2018-10-29 | WPP | SELL | $50K–$100K | $55.38 | $16.23 2026-06-29 | -39.1% rt |
| 2018-10-29 | KMTUY | BUY | $50K–$100K | $24.15 | $39.58 2026-06-29 | +63.9% |
| 2018-10-29 | DIFTY | SELL | $50K–$100K | $6.67 | $4.78 2026-06-29 | -33.5% rt |
| 2018-10-29 | DASTY | SELL | $100K–$250K | $24.02 | $20.64 2026-06-29 | +14.1% exit |
| 2018-10-26 | MD | SELL | $50K–$100K | $40.98 | $24.69 2026-06-29 | -25.8% rt |
| 2018-10-26 | GWRE | BUY | $100K–$250K | $84.06 | $120.87 2026-06-29 | +43.8% |
| 2018-10-23 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-23 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-10-22 | YNDX | BUY | $50K–$100K | — | — | — |
| 2018-10-22 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-22 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-10-15 | RVI | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | QTS | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | PM | SELL | $15K–$50K | $83.49 | $182.87 2026-06-29 | -119.0% exit |
| 2018-10-15 | OMI | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | GIS | SELL | $1K–$15K | $43.57 | $36.38 2026-06-29 | +16.5% exit |
| 2018-10-15 | DFIN | SELL | $1K–$15K | $16.40 | $41.53 2026-06-29 | -153.2% exit |
| 2018-10-10 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-09 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-08 | LABL | BUY | $50K–$100K | — | — | — |
| 2018-10-03 | WB | BUY | $15K–$50K | $69.37 | $7.26 2026-06-29 | -89.5% |
| 2018-10-03 | DBSDY | BUY | $50K–$100K | $68.91 | $204.00 2026-06-29 | +196.0% |
| 2018-09-25 | WST | BUY | $50K–$100K | $122.59 | $354.68 2026-06-29 | +189.3% |
| 2018-09-25 | TYL | BUY | $50K–$100K | $244.17 | $290.75 2026-06-29 | +19.1% |
| 2018-09-25 | FIVE | SELL | $100K–$250K | $126.48 | $178.23 2026-06-29 | -40.9% exit |
| 2018-09-12 | SSMXF | SELL | $50K–$100K | $28.11 | $8.85 2026-06-29 | +68.5% exit |
| 2018-08-28 | HHH | BUY | $50K–$100K | $124.54 | $72.13 2026-06-29 | -42.1% |
| 2018-08-28 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | ABEV | BUY | $100K–$250K | $4.98 | $3.18 2026-06-29 | -36.1% |
| 2018-07-27 | UNFI | SELL | $50K–$100K | $32.51 | $46.19 2026-06-29 | -42.1% exit |
| 2018-07-27 | IFF | BUY | $50K–$100K | $131.22 | $76.50 2026-06-29 | -41.7% |
| 2018-07-27 | CGNX | BUY | $50K–$100K | $45.66 | $68.36 2026-06-29 | +49.7% |
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 |