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 |
|---|---|---|---|---|---|---|
| 2019-10-10 | XOM | SELL | $1K–$15K | $68.25 | $136.54 2026-06-26 | -15.0% rt |
| 2019-10-10 | VPU | BUY | $15K–$50K | $142.26 | $199.66 2026-06-26 | +40.4% |
| 2019-10-10 | VDC | BUY | $1K–$15K | $154.74 | $229.65 2026-06-26 | +48.4% |
| 2019-10-10 | SPY | SELL | $15K–$50K | $293.24 | $728.99 2026-06-26 | +10.2% rt |
| 2019-10-10 | SDY | BUY | $1K–$15K | $100.21 | $153.11 2026-06-26 | +52.8% |
| 2019-10-10 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2019-10-10 | PNC | SELL | $1K–$15K | $138.42 | $244.99 2026-06-26 | -77.0% exit |
| 2019-10-10 | NEE | SELL | $15K–$50K | $58.00 | $88.56 2026-06-26 | -52.7% exit |
| 2019-10-10 | JNJ | SELL | $1K–$15K | $129.06 | $254.66 2026-06-26 | -97.3% exit |
| 2019-10-10 | FDN | SELL | $15K–$50K | $132.08 | $258.43 2026-06-26 | +9.3% rt |
| 2019-10-10 | FDL | BUY | $15K–$50K | $30.48 | $49.60 2026-06-26 | +62.7% |
| 2019-10-10 | FDL | BUY | $1K–$15K | $30.48 | $49.60 2026-06-26 | +62.7% |
| 2019-10-10 | DIA | SELL | $50K–$100K | $265.01 | $517.75 2026-06-26 | +7.5% rt |
| 2019-10-10 | DD | SELL | $1K–$15K | $79.26 | $137.22 2026-06-26 | -73.1% exit |
| 2019-10-10 | CWB | BUY | $1K–$15K | $52.12 | $105.50 2026-06-26 | +102.4% |
| 2019-10-10 | ACN | SELL | $15K–$50K | $183.83 | $128.98 2026-06-26 | +14.8% rt |
| 2019-09-26 | VPU | BUY | $50K–$100K | $144.05 | $199.66 2026-06-26 | +38.6% |
| 2019-09-26 | VDC | BUY | $15K–$50K | $156.11 | $229.65 2026-06-26 | +47.1% |
| 2019-09-26 | AMZN | SELL | $15K–$50K | $86.99 | $232.69 2026-06-26 | +346.7% rt |
| 2019-08-14 | VDC | BUY | $50K–$100K | $149.72 | $229.65 2026-06-26 | +53.4% |
| 2019-08-14 | SPY | BUY | $15K–$50K | $283.90 | $728.99 2026-06-26 | +156.8% |
| 2019-08-14 | CWB | BUY | $50K–$100K | $51.94 | $105.50 2026-06-26 | +103.1% |
| 2019-08-06 | WMT | SELL | $15K–$50K | $35.76 | $115.69 2026-06-26 | +12.7% rt |
| 2019-08-06 | WM | SELL | $1K–$15K | $116.10 | $225.53 2026-06-26 | +31.7% rt |
| 2019-08-06 | FDL | BUY | $15K–$50K | $29.84 | $49.60 2026-06-26 | +66.2% |
| 2019-08-06 | DOW | SELL | $1K–$15K | $44.43 | $29.04 2026-06-26 | +34.6% exit |
| 2019-08-06 | CWB | BUY | $15K–$50K | $52.08 | $105.50 2026-06-26 | +102.6% |
| 2019-08-06 | CWB | BUY | $1K–$15K | $52.08 | $105.50 2026-06-26 | +102.6% |
| 2019-08-06 | CTVA | SELL | $1K–$15K | $30.05 | $82.62 2026-06-26 | -174.9% exit |
| 2019-07-26 | KO | SELL | $15K–$50K | $54.17 | $82.63 2026-06-26 | +18.9% rt |
| 2019-07-24 | VPU | SELL | $1K–$15K | $133.26 | $199.66 2026-06-26 | +20.1% rt |
| 2019-07-24 | VDC | BUY | $50K–$100K | $152.62 | $229.65 2026-06-26 | +50.5% |
| 2019-07-24 | VDC | BUY | $15K–$50K | $152.62 | $229.65 2026-06-26 | +50.5% |
| 2019-07-24 | USMC | BUY | $15K–$50K | $29.61 | $72.76 2026-06-26 | +145.7% |
| 2019-07-24 | USMC | BUY | $1K–$15K | $29.61 | $72.76 2026-06-26 | +145.7% |
| 2019-07-24 | CWB | BUY | $50K–$100K | $54.19 | $105.50 2026-06-26 | +94.7% |
| 2019-07-23 | SPG.PJ | SELL | $1K–$15K | $158.25 | $226.89 2026-06-26 | -43.4% exit |
| 2019-04-26 | AAPL | SELL | $50K–$100K | $51.08 | $283.78 2026-06-26 | +0.2% rt |
| 2019-04-18 | VZ | SELL | $1K–$15K | $58.04 | $46.54 2026-06-26 | +5.7% rt |
| 2019-04-18 | PFE | SELL | $1K–$15K | $37.36 | $24.29 2026-06-26 | -6.1% rt |
| 2019-04-18 | JPM | BUY | $1K–$15K | $113.46 | $329.05 2026-06-26 | +190.0% |
| 2019-04-18 | INTU | SELL | $1K–$15K | $257.77 | $267.72 2026-06-26 | +22.9% rt |
| 2019-04-18 | HD | SELL | $1K–$15K | $205.66 | $348.86 2026-06-26 | +14.3% rt |
| 2019-04-18 | DIS | BUY | $1K–$15K | $132.45 | $98.79 2026-06-26 | -25.4% |
| 2019-04-18 | BDX | BUY | $1K–$15K | $174.79 | $155.92 2026-06-26 | -10.8% |
| 2019-04-18 | ADP | SELL | $1K–$15K | $162.44 | $223.55 2026-06-26 | +36.1% rt |
| 2019-04-18 | AAPL | BUY | $1K–$15K | $50.97 | $283.78 2026-06-26 | +456.8% |
| 2019-04-04 | UNH | SELL | $1K–$15K | $247.39 | $427.89 2026-06-26 | -73.0% exit |
| 2019-04-04 | RTX | SELL | $1K–$15K | — | — | — exit |
| 2019-04-04 | JNJ | SELL | $1K–$15K | $135.57 | $254.66 2026-06-26 | -87.8% 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 | 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 |