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 |
|---|---|---|---|---|---|---|
| 2020-07-01 | HD | SELL | $50K–$100K | $248.15 | $348.86 2026-06-26 | -40.6% exit |
| 2020-07-01 | AMZN | BUY | $50K–$100K | $143.94 | $232.69 2026-06-26 | +61.7% |
| 2020-07-01 | AAPL | BUY | $15K–$50K | $91.03 | $283.78 2026-06-26 | +211.8% |
| 2020-06-10 | INFR | SELL | $15K–$50K | — | — | — exit |
| 2020-06-09 | VV | BUY | $1K–$15K | $148.43 | $336.49 2026-06-26 | +126.7% |
| 2020-06-09 | IWM | SELL | $1K–$15K | $150.26 | $299.83 2026-06-26 | -99.5% exit |
| 2020-06-09 | ISD | BUY | $15K–$50K | $13.94 | $12.81 2026-06-26 | -8.1% |
| 2020-06-09 | EFV | BUY | $15K–$50K | $42.92 | $76.09 2026-06-26 | +77.3% |
| 2020-06-09 | EFG | SELL | $1K–$15K | $84.27 | $121.75 2026-06-26 | -44.5% exit |
| 2020-06-02 | PNC | BUY | $15K–$50K | $114.86 | $244.99 2026-06-26 | +113.3% |
| 2020-06-01 | VDC | SELL | $15K–$50K | $152.04 | $229.65 2026-06-26 | -0.4% rt |
| 2020-06-01 | USB | BUY | $50K–$100K | $36.69 | $60.91 2026-06-26 | +66.0% |
| 2020-06-01 | TJX | SELL | $1K–$15K | $53.33 | $155.43 2026-06-26 | +49.2% rt |
| 2020-06-01 | PNC | BUY | $15K–$50K | $114.67 | $244.99 2026-06-26 | +113.7% |
| 2020-02-28 | BLS | SELL | $50K–$100K | — | — | — exit |
| 2020-02-26 | FDL | SELL | $15K–$50K | $29.28 | $49.60 2026-06-26 | -9.8% rt |
| 2020-02-25 | VPU | BUY | $50K–$100K | $149.62 | $199.66 2026-06-26 | +33.4% |
| 2020-02-25 | FDL | SELL | $15K–$50K | $29.68 | $49.60 2026-06-26 | -2.6% rt |
| 2020-02-18 | VPU | BUY | $15K–$50K | $156.10 | $199.66 2026-06-26 | +27.9% |
| 2020-02-18 | GSLC | BUY | $15K–$50K | $68.08 | $139.31 2026-06-26 | +104.6% |
| 2020-02-18 | FDL | SELL | $15K–$50K | $31.57 | $49.60 2026-06-26 | +5.8% rt |
| 2020-02-18 | FDL | SELL | $1K–$15K | $31.57 | $49.60 2026-06-26 | +3.6% rt |
| 2020-02-10 | VPU | BUY | $15K–$50K | $151.58 | $199.66 2026-06-26 | +31.7% |
| 2020-02-10 | VIG | BUY | $15K–$50K | $129.31 | $234.56 2026-06-26 | +81.4% |
| 2020-02-10 | VDC | BUY | $15K–$50K | $163.99 | $229.65 2026-06-26 | +40.0% |
| 2020-02-10 | USMC | BUY | $15K–$50K | $32.60 | $72.76 2026-06-26 | +123.2% |
| 2020-02-10 | SPY | BUY | $15K–$50K | $334.68 | $728.99 2026-06-26 | +117.8% |
| 2020-02-10 | SDY | BUY | $15K–$50K | $107.74 | $153.11 2026-06-26 | +42.1% |
| 2020-02-10 | QQQ | BUY | $15K–$50K | $231.97 | $706.52 2026-06-26 | +204.6% |
| 2020-02-10 | GSLC | BUY | $15K–$50K | $67.49 | $139.31 2026-06-26 | +106.4% |
| 2020-02-10 | DIA | BUY | $1K–$15K | $292.95 | $517.75 2026-06-26 | +76.7% |
| 2020-02-10 | CSQ | SELL | $1K–$15K | $14.23 | $20.04 2026-06-26 | -40.8% exit |
| 2020-01-16 | IVZ | BUY | $1K–$15K | $18.26 | $26.16 2026-06-26 | +43.3% |
| 2019-12-12 | IVZ | SELL | $1K–$15K | $17.71 | $26.16 2026-06-26 | -35.5% rt |
| 2019-12-10 | VPU | SELL | $15K–$50K | $139.28 | $199.66 2026-06-26 | -2.1% rt |
| 2019-12-10 | GSLC | BUY | $15K–$50K | $63.11 | $139.31 2026-06-26 | +120.7% |
| 2019-12-10 | CWB | exchange | $50K–$100K | $54.43 | $105.50 2026-06-26 | +93.8% |
| 2019-12-03 | VIG | BUY | $15K–$50K | $120.81 | $234.56 2026-06-26 | +94.2% |
| 2019-12-03 | SDY | BUY | $15K–$50K | $104.90 | $153.11 2026-06-26 | +46.0% |
| 2019-12-03 | GSLC | BUY | $15K–$50K | $62.44 | $139.31 2026-06-26 | +123.1% |
| 2019-12-03 | GSLC | BUY | $1K–$15K | $62.44 | $139.31 2026-06-26 | +123.1% |
| 2019-12-03 | CWB | SELL | $50K–$100K | $54.19 | $105.50 2026-06-26 | +4.0% rt |
| 2019-12-03 | CWB | SELL | $15K–$50K | $54.19 | $105.50 2026-06-26 | 0.0% rt |
| 2019-11-07 | VPU | SELL | $15K–$50K | $137.55 | $199.66 2026-06-26 | -4.5% rt |
| 2019-11-07 | USMC | BUY | $15K–$50K | $30.07 | $72.76 2026-06-26 | +142.0% |
| 2019-11-07 | SPY | BUY | $15K–$50K | $308.18 | $728.99 2026-06-26 | +136.6% |
| 2019-11-07 | SDY | BUY | $15K–$50K | $106.16 | $153.11 2026-06-26 | +44.2% |
| 2019-11-07 | FDL | BUY | $15K–$50K | $32.48 | $49.60 2026-06-26 | +52.7% |
| 2019-10-21 | SDY | BUY | $50K–$100K | $103.87 | $153.11 2026-06-26 | +47.4% |
| 2019-10-21 | SDY | BUY | $15K–$50K | $103.87 | $153.11 2026-06-26 | +47.4% |
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 |