house · trading 2012-04-24 → 2018-12-13
*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 |
|---|---|---|---|---|---|---|
| 2018-05-21 | WMB | BUY | $1K–$15K | $27.62 | $77.92 2026-06-26 | +182.1% |
| 2018-05-21 | ORTEA | BUY | $1K–$15K | — | — | — |
| 2018-05-18 | WMB | BUY | $1K–$15K | $27.80 | $77.92 2026-06-26 | +180.3% |
| 2018-05-17 | CABGY | BUY | $1K–$15K | — | — | — |
| 2018-05-16 | UN | BUY | $1K–$15K | — | — | — |
| 2018-05-16 | TCEHY | BUY | $1K–$15K | $53.80 | $53.32 2026-06-26 | -0.9% |
| 2018-05-15 | OLLI | BUY | $1K–$15K | $68.35 | $71.91 2026-06-26 | +5.2% |
| 2018-05-15 | LKQ | BUY | $1K–$15K | $30.32 | $27.03 2026-06-26 | -10.8% |
| 2018-05-15 | BURL | BUY | $1K–$15K | $139.84 | $320.77 2026-06-26 | +129.4% |
| 2018-05-14 | MOT | BUY | $1K–$15K | — | — | — |
| 2018-05-11 | QRTEA | BUY | $1K–$15K | — | — | — |
| 2018-05-11 | BDS | BUY | $1K–$15K | $0.03 | $0.03 2013-07-03 | 0.0% |
| 2018-05-10 | V | BUY | $1K–$15K | $131.00 | $336.23 2026-06-26 | +156.7% |
| 2018-05-10 | VLO | BUY | $1K–$15K | $114.49 | $259.37 2026-06-26 | +126.5% |
| 2018-05-10 | RMAX | BUY | $1K–$15K | $53.35 | $9.86 2026-06-26 | -81.5% |
| 2018-05-10 | NEE | BUY | $1K–$15K | $40.06 | $88.56 2026-06-26 | +121.1% |
| 2018-05-10 | MA | BUY | $1K–$15K | $193.05 | $499.02 2026-06-26 | +158.5% |
| 2018-05-10 | HD | BUY | $1K–$15K | $187.16 | $348.86 2026-06-26 | +86.4% |
| 2018-05-10 | CNK | BUY | $1K–$15K | — | — | — |
| 2018-05-10 | BMI | BUY | $1K–$15K | — | — | — |
| 2018-05-10 | AON | BUY | $1K–$15K | $144.24 | $328.69 2026-06-26 | +127.9% |
| 2018-05-10 | ACN | BUY | $1K–$15K | $156.54 | $128.98 2026-06-26 | -17.6% |
| 2018-05-09 | KHOLY | BUY | $1K–$15K | $15.45 | $20.42 2026-06-26 | +32.2% |
| 2018-05-08 | JNPR | BUY | $1K–$15K | — | — | — |
| 2018-05-08 | BMY | BUY | $1K–$15K | $50.53 | $57.52 2026-06-26 | +13.8% |
| 2018-05-07 | BMY | BUY | $1K–$15K | $51.32 | $57.52 2026-06-26 | +12.1% |
| 2018-05-04 | QCOM | BUY | $1K–$15K | $52.49 | $189.39 2026-06-26 | +260.8% |
| 2018-05-04 | LOW | BUY | $1K–$15K | $84.23 | $222.48 2026-06-26 | +164.1% |
| 2018-05-04 | HUM | BUY | $1K–$15K | $287.39 | $383.84 2026-06-26 | +33.6% |
| 2018-05-04 | ESRX | BUY | $1K–$15K | $70.22 | $92.33 2018-12-21 | +31.5% |
| 2018-05-04 | CVS | BUY | $15K–$50K | $63.10 | $104.34 2026-06-26 | +65.4% |
| 2018-05-04 | CCI | BUY | $1K–$15K | $103.31 | $82.62 2026-06-26 | -20.0% |
| 2018-05-04 | AIG | BUY | $1K–$15K | $52.84 | $75.57 2026-06-26 | +43.0% |
| 2018-05-03 | VRSK | BUY | $1K–$15K | $100.61 | $182.18 2026-06-26 | +81.1% |
| 2018-05-03 | BERY | BUY | $1K–$15K | — | — | — |
| 2018-05-01 | HLI | BUY | $1K–$15K | $44.96 | $138.55 2026-06-26 | +208.2% |
| 2018-04-30 | OHI | SELL | $1K–$15K | $25.98 | $48.06 2026-06-26 | -85.0% exit |
| 2018-04-30 | V | BUY | $1K–$15K | $126.88 | $336.23 2026-06-26 | +165.0% |
| 2018-04-30 | MSFT | BUY | $1K–$15K | $93.52 | $372.97 2026-06-26 | +298.8% |
| 2018-04-30 | DHR | BUY | $1K–$15K | $88.94 | $196.19 2026-06-26 | +120.6% |
| 2018-04-30 | CPF | BUY | $1K–$15K | $29.08 | $37.85 2026-06-26 | +30.2% |
| 2018-04-23 | V | SELL | $1K–$15K | $124.46 | $336.23 2026-06-26 | +82.3% rt |
| 2018-04-23 | MSFT | SELL | $1K–$15K | $95.35 | $372.97 2026-06-26 | +70.9% rt |
| 2018-04-23 | MKTAY | BUY | $1K–$15K | $43.65 | $36.20 2026-06-26 | -17.1% |
| 2018-04-23 | MKTAY | BUY | $1K–$15K | $43.65 | $36.20 2026-06-26 | -17.1% |
| 2018-04-23 | CTTAY | BUY | $1K–$15K | $54.41 | $8.32 2026-06-26 | -84.7% |
| 2018-04-19 | CTKAY | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | STO | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | KPCAY | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | STO | 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 |
|---|---|
| Hon. Josh Gottheimer | 125 · AAPL, ABBV, ABEV, ABMD, ABT, ADBE |
| SUSAN M COLLINS | 106 · AAPL, AIG, AKAM, ALGN, AMGN, AMT |
| Thomas H Tuberville | 102 · AAPL, ABBV, ACN, ADBE, ALGN, AMAT |
| Hon. Lois Frankel | 96 · ABT, ACN, ALB, AMAT, AON, AOS |
| Sheldon Whitehouse | 96 · AAPL, ABBV, ABT, ACN, AES, AIG |
| Hon. Rohit Khanna | 86 · AAPL, ABBV, ABT, ACN, ADBE, AGN |
| Hon. K. Michael Conaway | 85 · AAPL, ABBV, ABT, ACN, ACT, AGN |
| Thomas R Tillis | 83 · AAON, AAT, ABCO, AKRX, ALE, AMSG |
| Shelley M Capito | 81 · AAPL, ABT, ACN, AMGN, AMT, AMZN |
| Hon. Alan S. Lowenthal | 80 · AAPL, ACT, ADBE, AGN, AMT, AMZN |
| Hon. John A. Yarmuth | 80 · AAPL, ACN, AGN, AIG, AMGN, AMT |
| Hon. Kurt Schrader | 75 · AAPL, ABBV, ABEV, ADBE, ALB, AMT |