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 |
|---|---|---|---|---|---|---|
| 2017-11-03 | RTX | BUY | $1K–$15K | $76.19 | $187.33 2026-06-29 | +145.9% |
| 2017-11-03 | KHC | SELL | $1K–$15K | $78.00 | $24.19 2026-06-29 | +69.0% exit |
| 2017-10-17 | UNH | SELL | $1K–$15K | $203.89 | $419.82 2026-06-29 | +23.6% rt |
| 2017-10-17 | JPM | SELL | $1K–$15K | $97.62 | $329.39 2026-06-29 | -237.4% exit |
| 2017-10-17 | AXP | SELL | $1K–$15K | $91.69 | $340.88 2026-06-29 | +42.2% rt |
| 2017-10-04 | PNC | BUY | $15K–$50K | $134.27 | $246.73 2026-06-29 | +83.8% |
| 2017-10-04 | DIS | SELL | $1K–$15K | $100.55 | $98.63 2026-06-29 | +1.9% exit |
| 2017-10-02 | USB | SELL | $1K–$15K | $53.44 | $61.28 2026-06-29 | +23.6% rt |
| 2017-09-26 | BNS | BUY | $1K–$15K | $64.13 | $86.60 2026-06-29 | +35.0% |
| 2017-09-25 | RDS.B | BUY | $1K–$15K | — | — | — |
| 2017-09-25 | BNS | BUY | $1K–$15K | $64.40 | $86.60 2026-06-29 | +34.5% |
| 2017-09-22 | XOM | SELL | $1K–$15K | $79.92 | $136.06 2026-06-29 | +9.1% rt |
| 2017-09-22 | USB | SELL | $1K–$15K | $53.67 | $61.28 2026-06-29 | +27.4% rt |
| 2017-09-22 | RDS.B | BUY | $1K–$15K | — | — | — |
| 2017-09-22 | OXY | SELL | $1K–$15K | $62.94 | $49.09 2026-06-29 | +22.0% exit |
| 2017-09-22 | MET | SELL | $1K–$15K | $50.54 | $85.99 2026-06-29 | -70.1% exit |
| 2017-09-22 | BNS | BUY | $1K–$15K | $64.63 | $86.60 2026-06-29 | +34.0% |
| 2017-08-25 | PM | BUY | $1K–$15K | $114.80 | $182.87 2026-06-29 | +59.3% |
| 2017-08-25 | KO | BUY | $1K–$15K | $45.57 | $82.65 2026-06-29 | +81.4% |
| 2017-08-25 | CVS | SELL | $1K–$15K | $75.35 | $103.58 2026-06-29 | -37.5% exit |
| 2017-08-24 | PM | BUY | $1K–$15K | $114.52 | $182.87 2026-06-29 | +59.7% |
| 2017-08-24 | KO | BUY | $1K–$15K | $45.41 | $82.65 2026-06-29 | +82.0% |
| 2017-08-24 | CVS | SELL | $1K–$15K | $75.39 | $103.58 2026-06-29 | -37.4% exit |
| 2017-08-09 | V | BUY | $15K–$50K | $100.97 | $341.65 2026-06-29 | +238.4% |
| 2017-08-09 | MET | SELL | $1K–$15K | $48.31 | $85.99 2026-06-29 | -78.0% exit |
| 2017-08-09 | INTC | SELL | $1K–$15K | $36.59 | $131.72 2026-06-29 | -260.0% exit |
| 2017-08-09 | IBM | SELL | $1K–$15K | $135.54 | $278.00 2026-06-29 | -12.3% rt |
| 2017-08-09 | BHF | SELL | $1K–$15K | $56.72 | $63.57 2026-06-29 | -12.1% exit |
| 2017-08-08 | BHF | SELL | $1K–$15K | $56.90 | $63.57 2026-06-29 | -11.7% exit |
| 2017-08-07 | JPM | SELL | $1K–$15K | $94.02 | $329.39 2026-06-29 | -250.3% exit |
| 2017-07-19 | RTX | BUY | $1K–$15K | $77.46 | $187.33 2026-06-29 | +141.8% |
| 2017-07-18 | VZ | BUY | $1K–$15K | $43.36 | $44.10 2026-06-29 | +1.7% |
| 2017-07-18 | UTX | SELL | $1K–$15K | — | — | — exit |
| 2017-07-18 | SPG.PJ | SELL | $1K–$15K | $68.90 | $55.43 2026-06-29 | +4.7% rt |
| 2017-07-18 | RTX | BUY | $1K–$15K | $77.17 | $187.33 2026-06-29 | +142.7% |
| 2017-07-18 | MSFT | SELL | $1K–$15K | $73.30 | $368.57 2026-06-29 | -402.8% exit |
| 2017-07-18 | MMM | SELL | $1K–$15K | $176.68 | $162.43 2026-06-29 | +8.1% exit |
| 2017-07-18 | MCD | SELL | $1K–$15K | $153.96 | $267.18 2026-06-29 | -73.5% exit |
| 2017-07-18 | GE | SELL | $1K–$15K | $128.87 | $373.71 2026-06-29 | -190.0% exit |
| 2017-07-18 | DD | SELL | $1K–$15K | $117.46 | $135.74 2026-06-29 | -15.6% exit |
| 2017-06-27 | SLB | SELL | $1K–$15K | $65.36 | $46.38 2026-06-29 | +29.0% exit |
| 2017-06-27 | AAPL | BUY | $15K–$50K | $35.93 | $281.74 2026-06-29 | +684.1% |
| 2017-05-15 | TRMB | SELL | $1K–$15K | $35.63 | $50.77 2026-06-29 | +81.4% rt |
| 2017-05-15 | DE | SELL | $1K–$15K | $113.80 | $626.63 2026-06-29 | +40.0% rt |
| 2017-05-03 | NBL | exchange | $50K–$100K | — | — | — |
| 2017-05-03 | CWEI | exchange | $50K–$100K | — | — | — |
| 2017-04-19 | IBM | BUY | $1K–$15K | $154.58 | $278.00 2026-06-29 | +79.8% |
| 2017-04-19 | ABT | SELL | $15K–$50K | $43.59 | $92.71 2026-06-29 | -112.7% exit |
| 2017-03-24 | UNH | BUY | $1K–$15K | $165.00 | $419.82 2026-06-29 | +154.4% |
| 2017-03-24 | TMO | SELL | $15K–$50K | $154.04 | $506.42 2026-06-29 | -228.8% 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 |