house · trading 2012-04-24 → 2018-12-13
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2015-01-20 | BMO | BUY | $1K–$15K | $62.44 | $176.70 2026-06-30 | +183.0% |
| 2015-01-16 | SWGA | BUY | $1K–$15K | — | — | — |
| 2015-01-16 | HK | BUY | $1K–$15K | — | — | — |
| 2015-01-16 | DUPH | BUY | $1K–$15K | — | — | — |
| 2015-01-16 | CMI | BUY | $1K–$15K | $140.86 | $713.21 2026-06-30 | +406.3% |
| 2015-01-15 | AMSWA | BUY | $1K–$15K | — | — | — |
| 2015-01-14 | UNP | BUY | $1K–$15K | $111.36 | $272.00 2026-06-30 | +144.3% |
| 2015-01-14 | PFE | BUY | $1K–$15K | $30.82 | $24.08 2026-06-30 | -21.9% |
| 2015-01-14 | MU | BUY | $1K–$15K | $30.05 | $1154.29 2026-06-30 | +3741.2% |
| 2015-01-14 | JPM | BUY | $1K–$15K | $56.81 | $327.33 2026-06-30 | +476.2% |
| 2015-01-14 | DLTR | BUY | $1K–$15K | $67.37 | $120.95 2026-06-30 | +79.5% |
| 2015-01-14 | DFS | BUY | $1K–$15K | — | — | — |
| 2015-01-14 | CBS | BUY | $1K–$15K | — | — | — |
| 2015-01-08 | PBH | BUY | $1K–$15K | $35.34 | $47.27 2026-06-30 | +33.8% |
| 2015-01-08 | ICLR | BUY | $1K–$15K | $53.70 | $173.71 2026-06-30 | +223.5% |
| 2015-01-07 | PII | BUY | $1K–$15K | $150.21 | $68.44 2026-06-30 | -54.4% |
| 2015-01-07 | PCP | BUY | $1K–$15K | — | — | — |
| 2015-01-07 | MDLAY | BUY | $1K–$15K | — | — | — |
| 2015-01-07 | IVV | BUY | $1K–$15K | $203.76 | $748.89 2026-06-30 | +267.5% |
| 2015-01-06 | TYPE | BUY | $1K–$15K | — | — | — |
| 2015-01-06 | PII | BUY | $1K–$15K | $144.96 | $68.44 2026-06-30 | -52.8% |
| 2015-01-06 | MDCA | BUY | $1K–$15K | — | — | — |
| 2015-01-06 | CTCT | BUY | $1K–$15K | — | — | — |
| 2015-01-06 | CRZO | BUY | $1K–$15K | — | — | — |
| 2015-01-05 | WFC | BUY | $1K–$15K | $53.20 | $82.64 2026-06-30 | +55.3% |
| 2015-01-05 | VZ | BUY | $1K–$15K | $46.57 | $42.34 2026-06-30 | -9.1% |
| 2015-01-05 | UTX | BUY | $1K–$15K | — | — | — |
| 2015-01-05 | UNM | BUY | $1K–$15K | $33.64 | $89.40 2026-06-30 | +165.8% |
| 2015-01-05 | TDC | BUY | $1K–$15K | $43.07 | $34.65 2026-06-30 | -19.6% |
| 2015-01-05 | PM | BUY | $1K–$15K | $80.41 | $180.91 2026-06-30 | +125.0% |
| 2015-01-05 | PII | BUY | $1K–$15K | $147.65 | $68.44 2026-06-30 | -53.6% |
| 2015-01-05 | MS | BUY | $1K–$15K | $37.50 | $209.04 2026-06-30 | +457.4% |
| 2015-01-05 | MPC | BUY | $1K–$15K | $44.55 | $255.67 2026-06-30 | +474.0% |
| 2015-01-05 | MO | BUY | $1K–$15K | $48.69 | $71.95 2026-06-30 | +47.8% |
| 2015-01-05 | MET | BUY | $1K–$15K | $46.44 | $84.61 2026-06-30 | +82.2% |
| 2015-01-05 | JPM | BUY | $1K–$15K | $60.55 | $327.33 2026-06-30 | +440.6% |
| 2015-01-05 | GWN | BUY | $1K–$15K | $0.06 | $0.19 2017-03-20 | +238.6% |
| 2015-01-05 | GILD | BUY | $1K–$15K | $96.79 | $126.34 2026-06-30 | +30.5% |
| 2015-01-05 | GD | BUY | $1K–$15K | $135.56 | $354.24 2026-06-30 | +161.3% |
| 2015-01-05 | FCX | BUY | $1K–$15K | $22.15 | $62.89 2026-06-30 | +183.9% |
| 2015-01-05 | ESRX | BUY | $1K–$15K | $84.22 | $92.33 2018-12-21 | +9.6% |
| 2015-01-05 | DC | BUY | $1K–$15K | — | — | — |
| 2015-01-05 | CVX | BUY | $1K–$15K | $108.08 | $165.76 2026-06-30 | +53.4% |
| 2015-01-05 | CSX | BUY | $1K–$15K | $11.63 | $47.53 2026-06-30 | +308.8% |
| 2015-01-05 | C | BUY | $1K–$15K | $52.55 | $139.96 2026-06-30 | +166.3% |
| 2015-01-05 | COST | BUY | $1K–$15K | $140.00 | $935.47 2026-06-30 | +568.2% |
| 2015-01-05 | BMY | BUY | $1K–$15K | $58.58 | $57.62 2026-06-30 | -1.6% |
| 2015-01-05 | BAY | BUY | $1K–$15K | — | — | — |
| 2015-01-05 | BAC | BUY | $1K–$15K | $17.38 | $56.98 2026-06-30 | +227.8% |
| 2015-01-05 | APC | 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 |