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 |
|---|---|---|---|---|---|---|
| 2018-02-26 | ACN | BUY | $1K–$15K | $164.74 | $124.74 2026-06-29 | -24.3% |
| 2018-02-26 | AAPL | BUY | $1K–$15K | $44.74 | $281.74 2026-06-29 | +529.7% |
| 2018-02-14 | QQQ | BUY | $1K–$15K | $162.68 | $724.08 2026-06-29 | +345.1% |
| 2018-02-14 | FDN | BUY | $1K–$15K | $120.82 | $264.17 2026-06-29 | +118.7% |
| 2018-02-13 | SPY | BUY | $1K–$15K | $266.00 | $741.00 2026-06-29 | +178.6% |
| 2018-02-13 | QQQ | BUY | $1K–$15K | $159.69 | $724.08 2026-06-29 | +353.4% |
| 2018-02-13 | DIA | BUY | $1K–$15K | $246.57 | $521.68 2026-06-29 | +111.6% |
| 2018-02-07 | V | BUY | $1K–$15K | $119.65 | $341.65 2026-06-29 | +185.5% |
| 2018-02-07 | MSFT | BUY | $1K–$15K | $89.61 | $368.57 2026-06-29 | +311.3% |
| 2018-02-01 | MET | SELL | $1K–$15K | $48.39 | $85.99 2026-06-29 | -77.7% exit |
| 2018-01-31 | MET | SELL | $1K–$15K | $48.07 | $85.99 2026-06-29 | -78.9% exit |
| 2018-01-22 | GE | BUY | $15K–$50K | $77.49 | $373.71 2026-06-29 | +382.3% |
| 2018-01-22 | BAC | SELL | $15K–$50K | $31.94 | $57.88 2026-06-29 | -81.2% exit |
| 2018-01-16 | ZTS | BUY | $1K–$15K | $75.54 | $73.25 2026-06-29 | -3.0% |
| 2018-01-16 | WM | BUY | $1K–$15K | $88.16 | $223.37 2026-06-29 | +153.4% |
| 2018-01-16 | RDS.B | BUY | $1K–$15K | — | — | — |
| 2018-01-16 | PM | SELL | $1K–$15K | $104.87 | $182.87 2026-06-29 | -74.4% exit |
| 2018-01-16 | INTC | SELL | $1K–$15K | $43.14 | $131.72 2026-06-29 | -205.3% exit |
| 2018-01-16 | ADP | BUY | $1K–$15K | $119.39 | $224.97 2026-06-29 | +88.4% |
| 2018-01-16 | ACN | BUY | $1K–$15K | $157.96 | $124.74 2026-06-29 | -21.0% |
| 2018-01-12 | ZTS | BUY | $1K–$15K | $75.39 | $73.25 2026-06-29 | -2.8% |
| 2018-01-12 | XOM | BUY | $1K–$15K | $87.52 | $136.06 2026-06-29 | +55.5% |
| 2018-01-12 | WM | BUY | $1K–$15K | $88.27 | $223.37 2026-06-29 | +153.1% |
| 2018-01-12 | RDS.B | BUY | $1K–$15K | — | — | — |
| 2018-01-12 | PM | SELL | $15K–$50K | $104.50 | $182.87 2026-06-29 | -9.0% rt |
| 2018-01-12 | PEP | BUY | $1K–$15K | $117.38 | $138.68 2026-06-29 | +18.1% |
| 2018-01-12 | OXY | SELL | $1K–$15K | $76.53 | $49.09 2026-06-29 | +35.9% exit |
| 2018-01-12 | MO | BUY | $1K–$15K | $69.61 | $74.05 2026-06-29 | +6.4% |
| 2018-01-12 | KO | SELL | $15K–$50K | $46.15 | $82.65 2026-06-29 | +3.4% rt |
| 2018-01-12 | KHC | SELL | $1K–$15K | $77.35 | $24.19 2026-06-29 | +68.7% exit |
| 2018-01-12 | INTC | SELL | $1K–$15K | $43.24 | $131.72 2026-06-29 | -204.6% exit |
| 2018-01-12 | HD | SELL | $1K–$15K | $196.42 | $350.81 2026-06-29 | -78.6% exit |
| 2018-01-12 | D | SELL | $1K–$15K | $75.94 | $69.18 2026-06-29 | +8.9% exit |
| 2018-01-12 | AEP | SELL | $1K–$15K | $67.46 | $137.97 2026-06-29 | -104.5% exit |
| 2018-01-12 | ADP | BUY | $1K–$15K | $118.47 | $224.97 2026-06-29 | +89.9% |
| 2018-01-12 | ACN | BUY | $1K–$15K | $160.11 | $124.74 2026-06-29 | -22.1% |
| 2017-12-12 | DEO | BUY | $1K–$15K | $140.61 | $83.20 2026-06-29 | -40.8% |
| 2017-12-11 | DEO | BUY | $1K–$15K | $141.67 | $83.20 2026-06-29 | -41.3% |
| 2017-12-08 | WMT | SELL | $1K–$15K | $32.18 | $114.60 2026-06-29 | +51.3% rt |
| 2017-12-08 | UNH | BUY | $1K–$15K | $223.91 | $419.82 2026-06-29 | +87.5% |
| 2017-12-08 | SPG.PJ | SELL | $1K–$15K | $74.00 | $55.43 2026-06-29 | +25.1% exit |
| 2017-12-08 | PM | SELL | $1K–$15K | $106.59 | $182.87 2026-06-29 | -6.9% rt |
| 2017-12-08 | KO | SELL | $1K–$15K | $45.31 | $82.65 2026-06-29 | -2.5% rt |
| 2017-12-08 | DEO | BUY | $1K–$15K | $141.82 | $83.20 2026-06-29 | -41.3% |
| 2017-11-30 | TRMB | SELL | $1K–$15K | $41.99 | $50.77 2026-06-29 | -20.9% exit |
| 2017-11-30 | T | BUY | $1K–$15K | $27.48 | $21.82 2026-06-29 | -20.6% |
| 2017-11-20 | ELGX | SELL | $1K–$15K | — | — | — exit |
| 2017-11-20 | CSCO | SELL | $1K–$15K | $36.50 | $117.70 2026-06-29 | +26.0% rt |
| 2017-11-15 | NOC | BUY | $1K–$15K | $299.94 | $496.02 2026-06-29 | +65.4% |
| 2017-11-15 | GE | SELL | $1K–$15K | $87.51 | $373.71 2026-06-29 | -327.1% 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 |