house · trading 2019-11-12 → 2025-06-23
*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 |
|---|---|---|---|---|---|---|
| 2025-06-23 | OGVXX | SELL | $1.0M–$5.0M | — | — | — exit |
| 2025-06-23 | FNSXX | SELL | $15K–$50K | — | — | — exit |
| 2025-06-03 | SMCWX | SELL | $500K–$1.0M | $69.04 | $84.38 2026-06-26 | -22.2% exit |
| 2025-06-03 | OGVXX | BUY | $1.0M–$5.0M | — | — | — |
| 2025-06-03 | MSFT | SELL | $250K–$500K | $462.97 | $372.97 2026-06-26 | +19.4% exit |
| 2025-06-03 | GOOG | SELL | $250K–$500K | $167.71 | $334.69 2026-06-26 | -99.6% exit |
| 2025-06-03 | GOOGL | SELL | $1.0M–$5.0M | $166.18 | $337.39 2026-06-26 | -103.0% exit |
| 2025-06-03 | CWGIX | SELL | $250K–$500K | $68.56 | $80.21 2026-06-26 | -17.0% exit |
| 2025-06-03 | AIVSX | SELL | $250K–$500K | $60.67 | $67.12 2026-06-26 | -10.6% exit |
| 2025-06-03 | AGTHX | SELL | $500K–$1.0M | $77.77 | $85.91 2026-06-26 | -10.5% exit |
| 2025-06-03 | AEPGX | SELL | $250K–$500K | $60.22 | $62.62 2026-06-26 | -4.0% exit |
| 2022-11-29 | CLR | SELL | $15K–$50K | — | — | — exit |
| 2019-11-12 | WFC | SELL | $100K–$250K | $54.22 | $83.86 2026-06-26 | -54.7% exit |
| 2019-11-12 | PNFP | SELL | $100K–$250K | $59.81 | $101.04 2026-06-26 | -68.9% exit |
| 2019-11-12 | MSFT | SELL | $500K–$1.0M | $147.07 | $372.97 2026-06-26 | -153.6% exit |
| 2019-11-12 | GOOG | SELL | $100K–$250K | $64.94 | $334.69 2026-06-26 | -415.4% exit |
| 2019-11-12 | GOOGL | SELL | $100K–$250K | $64.86 | $337.39 2026-06-26 | -420.2% exit |
| 2019-11-12 | CLB | SELL | $1K–$15K | $46.87 | $11.02 2026-06-26 | +76.5% exit |
| 2019-11-12 | CAT | SELL | $250K–$500K | $146.34 | $997.47 2026-06-26 | -581.6% exit |
| 2019-11-12 | BAC | SELL | $250K–$500K | $33.09 | $57.88 2026-06-26 | -74.9% exit |
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 | 8 · BAC, CAT, CLB, GOOG, GOOGL, MSFT |
| David A Perdue , Jr | 6 · BAC, CAT, GOOG, GOOGL, MSFT, WFC |
| SUSAN M COLLINS | 6 · BAC, CAT, GOOG, GOOGL, MSFT, WFC |
| Hon. Kurt Schrader | 6 · BAC, CLB, GOOG, GOOGL, MSFT, WFC |
| Hon. John A. Yarmuth | 6 · BAC, CAT, GOOG, GOOGL, MSFT, WFC |
| Shelley M Capito | 5 · CLB, GOOG, GOOGL, MSFT, WFC |
| Sheldon Whitehouse | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| JOHN BOOZMAN | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Hon. Rohit Khanna | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Hon. Fred Upton | 5 · BAC, GOOG, GOOGL, MSFT, WFC |
| Hon. Kenny Marchant | 5 · BAC, GOOG, GOOGL, MSFT, WFC |
| Hon. Ed Whitfield | 5 · CAT, GOOG, GOOGL, MSFT, WFC |