house · trading 2013-07-01 → 2020-12-17
*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 |
|---|---|---|---|---|---|---|
| 2020-12-17 | DGRO | BUY | $50K–$100K | $44.41 | $75.80 2026-06-26 | +70.7% |
| 2020-12-10 | VIG | BUY | $50K–$100K | $138.27 | $234.56 2026-06-26 | +69.6% |
| 2020-12-10 | GSLC | BUY | $15K–$50K | $73.97 | $139.31 2026-06-26 | +88.3% |
| 2020-12-10 | FDN | BUY | $15K–$50K | $209.48 | $258.43 2026-06-26 | +23.4% |
| 2020-12-10 | VIG | BUY | $50K–$100K | $138.27 | $234.56 2026-06-26 | +69.6% |
| 2020-12-10 | GSLC | BUY | $15K–$50K | $73.97 | $139.31 2026-06-26 | +88.3% |
| 2020-12-10 | FDN | BUY | $15K–$50K | $209.48 | $258.43 2026-06-26 | +23.4% |
| 2020-11-30 | LUV | BUY | $15K–$50K | $46.34 | $51.91 2026-06-26 | +12.0% |
| 2020-11-30 | DRI | BUY | $15K–$50K | $107.98 | $213.72 2026-06-26 | +97.9% |
| 2020-11-30 | DGRO | BUY | $15K–$50K | $43.69 | $75.80 2026-06-26 | +73.5% |
| 2020-11-30 | AAL | BUY | $15K–$50K | $14.13 | $17.87 2026-06-26 | +26.5% |
| 2020-10-16 | VDC | SELL | $15K–$50K | $169.42 | $229.65 2026-06-26 | +8.5% rt |
| 2020-10-16 | SKYY | BUY | $15K–$50K | $83.94 | $129.57 2026-06-26 | +54.4% |
| 2020-10-16 | JNJ | BUY | $50K–$100K | $148.10 | $254.66 2026-06-26 | +72.0% |
| 2020-10-16 | JNJ | BUY | $15K–$50K | $148.10 | $254.66 2026-06-26 | +72.0% |
| 2020-10-16 | CVX | SELL | $15K–$50K | $72.89 | $171.06 2026-06-26 | -134.7% exit |
| 2020-10-16 | BX | SELL | $15K–$50K | $55.78 | $115.40 2026-06-26 | -106.9% exit |
| 2020-10-16 | AAPL | BUY | $15K–$50K | $119.02 | $283.78 2026-06-26 | +138.4% |
| 2020-10-06 | NBL | exchange | $15K–$50K | — | — | — |
| 2020-10-06 | NBL | exchange | $1K–$15K | — | — | — |
| 2020-10-06 | CVX | exchange | $15K–$50K | $72.30 | $171.06 2026-06-26 | +136.6% |
| 2020-10-06 | CVX | exchange | $1K–$15K | $72.30 | $171.06 2026-06-26 | +136.6% |
| 2020-09-28 | ABT | BUY | $50K–$100K | $104.44 | $94.12 2026-06-26 | -9.9% |
| 2020-09-28 | ABT | BUY | $15K–$50K | $104.44 | $94.12 2026-06-26 | -9.9% |
| 2020-09-21 | VDC | SELL | $50K–$100K | $160.59 | $229.65 2026-06-26 | +7.3% rt |
| 2020-09-21 | VDC | SELL | $15K–$50K | $160.59 | $229.65 2026-06-26 | +5.2% rt |
| 2020-09-21 | USMC | BUY | $1K–$15K | $32.14 | $72.76 2026-06-26 | +126.4% |
| 2020-09-21 | CIBR | BUY | $15K–$50K | $34.44 | $85.36 2026-06-26 | +147.8% |
| 2020-09-09 | JPM | SELL | $15K–$50K | $100.87 | $329.05 2026-06-26 | -11.1% rt |
| 2020-09-08 | VIG | SELL | $50K–$100K | $126.89 | $234.56 2026-06-26 | +5.0% rt |
| 2020-09-08 | USMC | SELL | $15K–$50K | $32.62 | $72.76 2026-06-26 | +10.2% rt |
| 2020-09-08 | SPY | SELL | $15K–$50K | $333.21 | $728.99 2026-06-26 | +22.4% rt |
| 2020-09-08 | JPM | SELL | $15K–$50K | $99.92 | $329.05 2026-06-26 | -7.8% rt |
| 2020-09-08 | INTU | SELL | $15K–$50K | $320.82 | $267.72 2026-06-26 | +57.5% rt |
| 2020-09-08 | GOOGL | BUY | $15K–$50K | $76.18 | $337.39 2026-06-26 | +342.9% |
| 2020-09-08 | AAPL | SELL | $15K–$50K | $112.82 | $283.78 2026-06-26 | +23.9% rt |
| 2020-08-10 | XLV | BUY | $50K–$100K | $106.05 | $160.34 2026-06-26 | +51.2% |
| 2020-08-10 | V | SELL | $15K–$50K | $196.79 | $336.23 2026-06-26 | +64.5% rt |
| 2020-08-10 | USB | SELL | $50K–$100K | $37.47 | $60.91 2026-06-26 | +2.1% rt |
| 2020-08-10 | SDY | BUY | $15K–$50K | $97.75 | $153.11 2026-06-26 | +56.6% |
| 2020-08-10 | PNC | SELL | $50K–$100K | $109.66 | $244.99 2026-06-26 | -4.4% rt |
| 2020-08-10 | PNC | SELL | $15K–$50K | $109.66 | $244.99 2026-06-26 | -4.5% rt |
| 2020-08-10 | JNJ | BUY | $15K–$50K | $148.03 | $254.66 2026-06-26 | +72.0% |
| 2020-08-10 | DUK | BUY | $15K–$50K | $84.76 | $128.40 2026-06-26 | +51.5% |
| 2020-08-10 | DGRO | BUY | $50K–$100K | $40.50 | $75.80 2026-06-26 | +87.2% |
| 2020-08-10 | CWB | BUY | $50K–$100K | $65.43 | $105.50 2026-06-26 | +61.2% |
| 2020-08-10 | AXP | SELL | $15K–$50K | $101.62 | $340.36 2026-06-26 | -234.9% exit |
| 2020-08-10 | AEP | BUY | $15K–$50K | $85.94 | $138.69 2026-06-26 | +61.4% |
| 2020-07-01 | RTX | SELL | $15K–$50K | $61.61 | $187.99 2026-06-26 | -205.1% exit |
| 2020-07-01 | PFE | BUY | $15K–$50K | $32.01 | $24.29 2026-06-26 | -24.1% |
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 | 85 · AAPL, ABBV, ABT, ACN, ACT, AGN |
| Sheldon Whitehouse | 78 · AAPL, ABBV, ABT, ACN, AMZN, APA |
| SUSAN M COLLINS | 75 · AAPL, ADP, AEP, AMT, AMZN, AXP |
| Thomas H Tuberville | 64 · AAPL, ABBV, ACN, ADM, ADP, AMT |
| Hon. John A. Yarmuth | 64 · AAPL, ACN, ADP, AGN, AMT, AMZN |
| David A Perdue , Jr | 63 · AAPL, ABBV, AMT, AMZN, ANTM, AXP |
| Hon. Josh Gottheimer | 60 · AAPL, ABBV, ABT, ADP, AMZN, BDX |
| Hon. David P. Roe | 59 · AAPL, ABBV, ACN, AEP, AMT, AMZN |
| Shelley M Capito | 58 · AAPL, ABT, ACN, ADP, AMT, AMZN |
| Hon. Mike Kelly | 58 · AAPL, ABBV, ABT, ACN, ADP, AEP |
| Hon. Kurt Schrader | 56 · AAPL, ABBV, AMT, AMZN, AXP, BAC |
| Thomas R Carper | 55 · AAPL, ABBV, ABT, AMT, BAX, BHP |