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 |
|---|---|---|---|---|---|---|
| 2018-11-02 | JNJ | BUY | $1K–$15K | $140.68 | $254.66 2026-06-26 | +81.0% |
| 2018-11-02 | HD | BUY | $1K–$15K | $179.93 | $348.86 2026-06-26 | +93.9% |
| 2018-11-02 | DIS | BUY | $1K–$15K | $115.18 | $98.79 2026-06-26 | -14.2% |
| 2018-10-26 | PNC | SELL | $1K–$15K | $119.45 | $244.99 2026-06-26 | -11.0% rt |
| 2018-10-26 | NOC | SELL | $1K–$15K | $269.84 | $500.03 2026-06-26 | -24.0% rt |
| 2018-10-26 | IBM | SELL | $1K–$15K | $119.30 | $271.63 2026-06-26 | -127.7% exit |
| 2018-10-26 | AMZN | BUY | $15K–$50K | $82.14 | $232.69 2026-06-26 | +183.3% |
| 2018-10-26 | AAPL | SELL | $1K–$15K | $54.08 | $283.78 2026-06-26 | +50.5% rt |
| 2018-10-25 | IBM | SELL | $1K–$15K | $120.89 | $271.63 2026-06-26 | -124.7% exit |
| 2018-10-16 | SPY | BUY | $1K–$15K | $280.40 | $728.99 2026-06-26 | +160.0% |
| 2018-10-16 | FDN | BUY | $1K–$15K | $131.39 | $258.43 2026-06-26 | +96.7% |
| 2018-10-16 | DIA | BUY | $1K–$15K | $257.92 | $517.75 2026-06-26 | +100.7% |
| 2018-10-11 | SPY | BUY | $15K–$50K | $272.17 | $728.99 2026-06-26 | +167.8% |
| 2018-10-11 | QQQ | BUY | $15K–$50K | $169.60 | $706.52 2026-06-26 | +316.6% |
| 2018-09-27 | GE | BUY | $1K–$15K | $55.26 | $369.00 2026-06-26 | +567.8% |
| 2018-08-30 | MSFT | SELL | $1K–$15K | $111.95 | $372.97 2026-06-26 | +24.9% rt |
| 2018-08-30 | KO | SELL | $1K–$15K | $44.95 | $82.63 2026-06-26 | -1.0% rt |
| 2018-08-30 | GE | SELL | $15K–$50K | $61.20 | $369.00 2026-06-26 | -21.0% rt |
| 2018-08-30 | EMR | SELL | $1K–$15K | $76.36 | $143.49 2026-06-26 | +27.7% rt |
| 2018-08-30 | DE | SELL | $1K–$15K | $143.32 | $613.24 2026-06-26 | +76.3% rt |
| 2018-06-28 | TRV | SELL | $1K–$15K | $122.45 | $327.37 2026-06-26 | -167.3% exit |
| 2018-06-28 | BNS | SELL | $1K–$15K | $56.60 | $86.16 2026-06-26 | -12.4% rt |
| 2018-06-21 | V | SELL | $1K–$15K | $134.53 | $336.23 2026-06-26 | +33.2% rt |
| 2018-06-21 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2018-06-21 | TJX | BUY | $1K–$15K | $48.15 | $155.43 2026-06-26 | +222.8% |
| 2018-06-21 | NOC | SELL | $1K–$15K | $313.45 | $500.03 2026-06-26 | +4.5% rt |
| 2018-06-21 | MMM | SELL | $1K–$15K | $163.48 | $164.01 2026-06-26 | -0.3% exit |
| 2018-06-21 | INTU | BUY | $1K–$15K | $209.80 | $267.72 2026-06-26 | +27.6% |
| 2018-05-07 | NOC | BUY | $1K–$15K | $317.13 | $500.03 2026-06-26 | +57.7% |
| 2018-05-07 | NEE | SELL | $1K–$15K | $40.84 | $88.56 2026-06-26 | -116.9% exit |
| 2018-05-07 | ADP | SELL | $1K–$15K | $125.57 | $223.55 2026-06-26 | +6.0% rt |
| 2018-05-01 | PEP | BUY | $1K–$15K | $99.13 | $141.39 2026-06-26 | +42.6% |
| 2018-05-01 | DIS | BUY | $1K–$15K | $100.06 | $98.79 2026-06-26 | -1.3% |
| 2018-05-01 | DEO | BUY | $1K–$15K | $141.81 | $83.51 2026-06-26 | -41.1% |
| 2018-04-25 | PG | SELL | $1K–$15K | $72.30 | $149.02 2026-06-26 | -106.1% exit |
| 2018-04-24 | PG | SELL | $1K–$15K | $72.50 | $149.02 2026-06-26 | -2.0% rt |
| 2018-04-23 | SYK | BUY | $1K–$15K | $166.78 | $332.71 2026-06-26 | +99.5% |
| 2018-04-23 | PG | SELL | $1K–$15K | $73.00 | $149.02 2026-06-26 | +0.8% rt |
| 2018-04-23 | NOC | BUY | $1K–$15K | $356.12 | $500.03 2026-06-26 | +40.4% |
| 2018-04-23 | MO | SELL | $1K–$15K | $56.57 | $73.79 2026-06-26 | -18.7% rt |
| 2018-04-11 | VPU | BUY | $1K–$15K | $110.92 | $199.66 2026-06-26 | +80.0% |
| 2018-02-26 | SYK | BUY | $1K–$15K | $165.77 | $332.71 2026-06-26 | +100.7% |
| 2018-02-26 | ZTS | BUY | $1K–$15K | $83.30 | $76.09 2026-06-26 | -8.7% |
| 2018-02-26 | XOM | SELL | $1K–$15K | $78.84 | $136.54 2026-06-26 | +1.2% rt |
| 2018-02-26 | VZ | SELL | $1K–$15K | $49.09 | $46.54 2026-06-26 | +13.2% rt |
| 2018-02-26 | UNH | SELL | $1K–$15K | $234.06 | $427.89 2026-06-26 | +4.5% rt |
| 2018-02-26 | SYK | BUY | $1K–$15K | $165.77 | $332.71 2026-06-26 | +100.7% |
| 2018-02-26 | RDS.B | SELL | $1K–$15K | — | — | — exit |
| 2018-02-26 | PFE | SELL | $1K–$15K | $35.19 | $24.29 2026-06-26 | +31.0% exit |
| 2018-02-26 | NOC | BUY | $1K–$15K | $355.09 | $500.03 2026-06-26 | +40.8% |
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 |