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 |
|---|---|---|---|---|---|---|
| 2019-04-04 | GOOGL | BUY | $15K–$50K | $60.97 | $337.39 2026-06-26 | +453.4% |
| 2019-03-25 | T | BUY | $15K–$50K | $23.24 | $22.72 2026-06-26 | -2.2% |
| 2019-03-25 | GE | BUY | $1K–$15K | $49.24 | $369.00 2026-06-26 | +649.3% |
| 2019-03-04 | XOM | BUY | $1K–$15K | $80.31 | $136.54 2026-06-26 | +70.0% |
| 2019-03-04 | TRV | BUY | $1K–$15K | $132.15 | $327.37 2026-06-26 | +147.7% |
| 2019-01-31 | XOM | SELL | $1K–$15K | $73.28 | $136.54 2026-06-26 | -86.3% exit |
| 2019-01-31 | TRV | SELL | $1K–$15K | $125.54 | $327.37 2026-06-26 | -160.8% exit |
| 2019-01-08 | ZTS | BUY | $1K–$15K | $86.54 | $76.09 2026-06-26 | -12.1% |
| 2019-01-08 | WMT | BUY | $1K–$15K | $31.73 | $115.69 2026-06-26 | +264.6% |
| 2019-01-08 | PEP | SELL | $1K–$15K | $110.58 | $141.39 2026-06-26 | +11.6% rt |
| 2019-01-08 | MSFT | BUY | $1K–$15K | $102.80 | $372.97 2026-06-26 | +262.8% |
| 2019-01-08 | JNJ | SELL | $1K–$15K | $129.96 | $254.66 2026-06-26 | -7.6% rt |
| 2019-01-08 | INTU | BUY | $1K–$15K | $203.76 | $267.72 2026-06-26 | +31.4% |
| 2019-01-08 | AAPL | SELL | $1K–$15K | $37.69 | $283.78 2026-06-26 | -15.8% rt |
| 2019-01-04 | XOM | SELL | $1K–$15K | $71.15 | $136.54 2026-06-26 | -18.7% rt |
| 2019-01-04 | SPG.PJ | SELL | $1K–$15K | $167.38 | $226.89 2026-06-26 | -8.6% rt |
| 2019-01-04 | NOC | SELL | $1K–$15K | $247.90 | $500.03 2026-06-26 | -30.4% rt |
| 2018-12-24 | VCR | SELL | $15K–$50K | $139.59 | $388.60 2026-06-26 | -178.4% exit |
| 2018-12-24 | SPY | BUY | $1K–$15K | $234.34 | $728.99 2026-06-26 | +211.1% |
| 2018-12-24 | QQQ | BUY | $1K–$15K | $143.50 | $706.52 2026-06-26 | +392.4% |
| 2018-12-24 | FDN | BUY | $1K–$15K | $107.21 | $258.43 2026-06-26 | +141.1% |
| 2018-12-24 | DIA | BUY | $1K–$15K | $218.10 | $517.75 2026-06-26 | +137.4% |
| 2018-12-24 | BNS | SELL | $1K–$15K | $49.12 | $86.16 2026-06-26 | -23.4% rt |
| 2018-12-21 | WM | BUY | $1K–$15K | $88.01 | $225.53 2026-06-26 | +156.3% |
| 2018-12-21 | VZ | BUY | $1K–$15K | $54.92 | $46.54 2026-06-26 | -15.3% |
| 2018-12-21 | PFE | BUY | $1K–$15K | $39.78 | $24.29 2026-06-26 | -38.9% |
| 2018-12-21 | BNS | SELL | $1K–$15K | $49.42 | $86.16 2026-06-26 | -23.3% rt |
| 2018-12-21 | AXP | SELL | $1K–$15K | $91.33 | $340.36 2026-06-26 | +16.8% rt |
| 2018-12-21 | AEP | BUY | $1K–$15K | $76.43 | $138.69 2026-06-26 | +81.5% |
| 2018-12-17 | T | SELL | $15K–$50K | $22.55 | $22.72 2026-06-26 | -17.9% rt |
| 2018-11-21 | SYK | SELL | $1K–$15K | $164.34 | $332.71 2026-06-26 | -0.9% rt |
| 2018-11-21 | SPY | BUY | $15K–$50K | $265.02 | $728.99 2026-06-26 | +175.1% |
| 2018-11-21 | SPG.PJ | BUY | $1K–$15K | $183.02 | $226.89 2026-06-26 | +24.0% |
| 2018-11-21 | RTX | SELL | $1K–$15K | — | — | — exit |
| 2018-11-21 | QQQ | BUY | $1K–$15K | $160.37 | $706.52 2026-06-26 | +340.6% |
| 2018-11-21 | PFE | SELL | $1K–$15K | $40.89 | $24.29 2026-06-26 | +40.6% exit |
| 2018-11-21 | FDN | BUY | $1K–$15K | $118.14 | $258.43 2026-06-26 | +118.8% |
| 2018-11-21 | DWDP | SELL | $1K–$15K | — | — | — exit |
| 2018-11-21 | DIA | BUY | $15K–$50K | $244.65 | $517.75 2026-06-26 | +111.6% |
| 2018-11-21 | BDX | BUY | $1K–$15K | $185.64 | $155.92 2026-06-26 | -16.0% |
| 2018-11-21 | AEP | SELL | $1K–$15K | $75.65 | $138.69 2026-06-26 | -83.3% exit |
| 2018-11-02 | WMT | SELL | $1K–$15K | $33.78 | $115.69 2026-06-26 | +74.8% rt |
| 2018-11-02 | WM | SELL | $1K–$15K | $87.00 | $225.53 2026-06-26 | -1.4% rt |
| 2018-11-02 | VZ | SELL | $1K–$15K | $56.63 | $46.54 2026-06-26 | +17.8% exit |
| 2018-11-02 | UTX | BUY | $1K–$15K | — | — | — |
| 2018-11-02 | PEP | SELL | $1K–$15K | $111.17 | $141.39 2026-06-26 | -5.3% rt |
| 2018-11-02 | NOC | BUY | $1K–$15K | $273.80 | $500.03 2026-06-26 | +82.6% |
| 2018-11-02 | NEE | SELL | $1K–$15K | $42.04 | $88.56 2026-06-26 | -110.7% exit |
| 2018-11-02 | MCD | SELL | $1K–$15K | $176.75 | $269.76 2026-06-26 | -52.6% exit |
| 2018-11-02 | JPM | BUY | $1K–$15K | $108.38 | $329.05 2026-06-26 | +203.6% |
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 |