house · trading 2015-01-12 → 2021-10-22
*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 |
|---|---|---|---|---|---|---|
| 2017-06-12 | JPM | SELL | $1K–$15K | $86.98 | $329.39 2026-06-29 | +26.9% rt |
| 2017-06-12 | HON | SELL | $1K–$15K | $120.38 | $232.21 2026-06-26 | -92.9% exit |
| 2017-06-12 | GM | BUY | $1K–$15K | $34.68 | $77.34 2026-06-29 | +123.0% |
| 2017-06-12 | DOW | BUY | $1K–$15K | — | — | — |
| 2017-06-12 | C | BUY | $1K–$15K | $64.32 | $142.49 2026-06-29 | +121.5% |
| 2017-06-12 | BA | SELL | $1K–$15K | $190.00 | $214.69 2026-06-29 | -13.0% exit |
| 2017-06-12 | APD | SELL | $1K–$15K | $144.43 | $271.35 2026-06-29 | +5.4% rt |
| 2017-06-12 | AIG | SELL | $1K–$15K | $63.82 | $75.12 2026-06-29 | -0.5% rt |
| 2017-06-12 | AFAM | SELL | $500K–$1.0M | $60.95 | $56.00 2018-03-29 | +8.1% exit |
| 2017-06-12 | ADP | SELL | $1K–$15K | $101.54 | $224.97 2026-06-29 | -121.6% exit |
| 2017-06-12 | ACN | SELL | $1K–$15K | $126.30 | $124.74 2026-06-29 | +1.2% exit |
| 2017-03-31 | YUM | SELL | $1K–$15K | $63.90 | $158.24 2026-06-29 | -147.6% exit |
| 2017-03-31 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2017-03-31 | UPS | BUY | $1K–$15K | $107.30 | $108.01 2026-06-29 | +0.7% |
| 2017-03-31 | TJX | SELL | $1K–$15K | $39.54 | $151.23 2026-06-29 | +0.8% rt |
| 2017-03-31 | TGT | SELL | $1K–$15K | $55.19 | $133.92 2026-06-29 | -28.9% rt |
| 2017-03-31 | NKE | BUY | $1K–$15K | $55.73 | $41.48 2026-06-29 | -25.6% |
| 2017-03-31 | MCD | BUY | $1K–$15K | $129.61 | $267.18 2026-06-29 | +106.1% |
| 2017-03-31 | LOW | BUY | $1K–$15K | $82.21 | $219.65 2026-06-29 | +167.2% |
| 2017-03-31 | HD | SELL | $1K–$15K | $146.83 | $350.81 2026-06-29 | -138.9% exit |
| 2017-03-31 | GM | BUY | $1K–$15K | $35.36 | $77.34 2026-06-29 | +118.7% |
| 2017-03-31 | DIS | BUY | $1K–$15K | $113.39 | $98.63 2026-06-29 | -13.0% |
| 2017-03-31 | AMZN | BUY | $1K–$15K | $44.33 | $240.14 2026-06-29 | +441.8% |
| 2017-03-23 | YUM | SELL | $1K–$15K | $63.18 | $158.24 2026-06-29 | -150.5% exit |
| 2017-03-23 | TJX | BUY | $1K–$15K | $39.22 | $151.23 2026-06-29 | +285.6% |
| 2017-03-23 | YUMC | SELL | $1K–$15K | $26.32 | $40.85 2026-06-29 | -55.2% exit |
| 2017-03-23 | UNP | SELL | $1K–$15K | $103.87 | $272.70 2026-06-29 | -162.5% exit |
| 2017-03-23 | SLB | SELL | $1K–$15K | $77.67 | $46.38 2026-06-29 | +40.3% exit |
| 2017-03-23 | SBAC | SELL | $1K–$15K | $118.13 | $179.50 2026-06-29 | +20.4% rt |
| 2017-03-23 | PXD | BUY | $1K–$15K | — | — | — |
| 2017-03-23 | PKG | SELL | $1K–$15K | $92.44 | $237.65 2026-06-29 | -157.1% exit |
| 2017-03-23 | MRO | SELL | $1K–$15K | — | — | — exit |
| 2017-03-23 | MMM | BUY | $1K–$15K | $160.65 | $162.43 2026-06-29 | +1.1% |
| 2017-03-23 | ITW | BUY | $1K–$15K | $133.44 | $267.47 2026-06-29 | +100.4% |
| 2017-03-23 | HON | SELL | $1K–$15K | $113.39 | $232.21 2026-06-26 | +22.7% rt |
| 2017-03-23 | GD | BUY | $1K–$15K | $189.56 | $348.07 2026-06-29 | +83.6% |
| 2017-03-23 | FTV | SELL | $1K–$15K | $36.91 | $60.67 2026-06-29 | -64.4% exit |
| 2017-03-23 | EOG | BUY | $1K–$15K | $94.81 | $131.93 2026-06-29 | +39.1% |
| 2017-03-23 | EL | SELL | $1K–$15K | $86.52 | $79.37 2026-06-29 | +8.3% exit |
| 2017-03-23 | ECL | SELL | $1K–$15K | $124.18 | $278.60 2026-06-29 | +18.4% rt |
| 2017-03-23 | DD | BUY | $1K–$15K | $114.03 | $135.74 2026-06-29 | +19.0% |
| 2017-03-23 | CMCSK | BUY | $1K–$15K | — | — | — |
| 2017-03-23 | CAT | BUY | $1K–$15K | $92.23 | $1033.19 2026-06-29 | +1020.2% |
| 2017-03-23 | BA | SELL | $1K–$15K | $177.26 | $214.69 2026-06-29 | +22.9% rt |
| 2017-03-23 | APD | BUY | $1K–$15K | $137.05 | $271.35 2026-06-29 | +98.0% |
| 2017-03-20 | SBUX | SELL | $1K–$15K | $55.81 | $104.06 2026-06-29 | -86.5% exit |
| 2017-03-13 | AFAM | SELL | $100K–$250K | $48.75 | $56.00 2018-03-29 | -14.9% exit |
| 2016-02-02 | ECL | BUY | $1K–$15K | $104.93 | $278.60 2026-06-29 | +165.5% |
| 2016-02-01 | WFC | BUY | $1K–$15K | $49.94 | $83.51 2026-06-29 | +67.2% |
| 2016-02-01 | VPU | BUY | $1K–$15K | $99.37 | $198.78 2026-06-29 | +100.0% |
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. James B. Renacci | 80 · AAPL, ACN, AGN, AIG, AMGN, AMT |
| SUSAN M COLLINS | 76 · AAPL, ADP, AIG, AMGN, AMT, AMZN |
| Sheldon Whitehouse | 72 · AAPL, ACN, AIG, AMGN, AMZN, AXP |
| Shelley M Capito | 70 · AAPL, ACN, ADP, AMGN, AMT, AMZN |
| Hon. K. Michael Conaway | 64 · AAPL, ACN, ADP, AGN, AMT, AMZN |
| Hon. Josh Gottheimer | 62 · AAPL, ADP, AMGN, AMZN, APD, AVGO |
| David A Perdue , Jr | 59 · AAPL, AMT, AMZN, AXP, BA, BAC |
| Hon. Alan S. Lowenthal | 58 · AAPL, AGN, AMT, AMZN, APD, AXP |
| Hon. Rohit Khanna | 58 · AAPL, ACN, ADP, AGN, AIG, AMGN |
| Thomas H Tuberville | 57 · AAPL, ACN, ADP, AMGN, AMT, APD |
| Hon. David P. Roe | 57 · AAPL, ACN, AIG, AMGN, AMT, AMZN |
| Hon. Robert J. Wittman | 56 · AAPL, ACN, AGN, AMT, AMZN, AVGO |