house · trading 2014-12-01 → 2025-10-27
*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 |
|---|---|---|---|---|---|---|
| 2025-10-27 | GS | BUY | $250K–$500K | $789.99 | $1019.61 2026-06-26 | +29.1% |
| 2025-10-27 | GS | BUY | $100K–$250K | $789.99 | $1019.61 2026-06-26 | +29.1% |
| 2025-09-17 | PG | SELL | $15K–$50K | $160.33 | $149.02 2026-06-26 | +18.8% rt |
| 2024-03-01 | NYCB | SELL | $1K–$15K | — | — | — exit |
| 2024-01-31 | PS | SELL | $100K–$250K | — | — | — exit |
| 2023-10-09 | KO | SELL | $15K–$50K | $52.88 | $82.63 2026-06-26 | -56.3% exit |
| 2022-09-15 | CS | SELL | $1K–$15K | — | — | — exit |
| 2022-07-07 | CS | SELL | $1K–$15K | — | — | — exit |
| 2022-04-08 | WBD | exchange | $1K–$15K | $24.43 | $26.74 2026-06-26 | +9.5% |
| 2021-09-16 | V | SELL | $1K–$15K | $224.33 | $336.23 2026-06-26 | -49.9% exit |
| 2021-09-16 | UBS | SELL | $1K–$15K | $16.74 | $49.09 2026-06-26 | -193.3% exit |
| 2021-09-16 | TSM | SELL | $1K–$15K | $120.79 | $432.35 2026-06-26 | -257.9% exit |
| 2021-09-16 | STT.PG | SELL | $1K–$15K | $87.05 | $168.11 2026-06-26 | -93.1% exit |
| 2021-09-16 | SPG.PJ | SELL | $1K–$15K | $132.67 | $226.89 2026-06-26 | +34.1% rt |
| 2021-09-16 | SPGI | SELL | $1K–$15K | $454.05 | $408.16 2026-06-26 | +10.1% exit |
| 2021-09-16 | SONY | SELL | $1K–$15K | $22.46 | $19.71 2026-06-26 | +12.2% exit |
| 2021-09-16 | SBUX | SELL | $1K–$15K | $114.67 | $104.60 2026-06-26 | +8.8% exit |
| 2021-09-16 | SAP | SELL | $1K–$15K | $144.86 | $155.09 2026-06-26 | -7.1% exit |
| 2021-09-16 | PHG | SELL | $1K–$15K | $47.20 | $27.10 2026-06-26 | +42.6% exit |
| 2021-09-16 | PEP | SELL | $1K–$15K | $155.56 | $141.39 2026-06-26 | +9.1% exit |
| 2021-09-16 | ORCL | SELL | $1K–$15K | $87.25 | $148.53 2026-06-26 | -70.2% exit |
| 2021-09-16 | NVO | SELL | $1K–$15K | $51.19 | $48.07 2026-06-26 | +6.1% exit |
| 2021-09-16 | MSFT | SELL | $1K–$15K | $305.22 | $372.97 2026-06-26 | -22.2% exit |
| 2021-09-16 | MRK | SELL | $1K–$15K | $71.97 | $128.66 2026-06-26 | -78.8% exit |
| 2021-09-16 | MA | SELL | $1K–$15K | $346.31 | $499.02 2026-06-26 | -44.1% exit |
| 2021-09-16 | INTC | SELL | $1K–$15K | $54.83 | $128.32 2026-06-26 | -134.0% exit |
| 2021-09-16 | HON | SELL | $1K–$15K | $219.65 | $464.42 2026-06-26 | -111.4% exit |
| 2021-09-16 | HD | SELL | $1K–$15K | $336.39 | $348.86 2026-06-26 | -3.7% exit |
| 2021-09-16 | GOOGL | SELL | $1K–$15K | $143.61 | $337.39 2026-06-26 | -134.9% exit |
| 2021-09-16 | FSLR | SELL | $15K–$50K | $103.29 | $239.07 2026-06-26 | -131.5% exit |
| 2021-09-16 | EW | SELL | $1K–$15K | $120.69 | $90.78 2026-06-26 | +24.8% exit |
| 2021-09-16 | CSCO | SELL | $1K–$15K | $57.33 | $113.77 2026-06-26 | -98.5% exit |
| 2021-09-16 | CLNE | SELL | $1K–$15K | $8.14 | $1.87 2026-06-26 | -54.5% rt |
| 2021-09-16 | CCEP | SELL | $1K–$15K | $59.48 | $101.59 2026-06-26 | -70.8% exit |
| 2021-09-16 | BBY | SELL | $1K–$15K | $109.56 | $77.71 2026-06-26 | +29.1% exit |
| 2021-09-16 | AY | SELL | $1K–$15K | — | — | — exit |
| 2021-06-30 | PG | BUY | $1K–$15K | $134.93 | $149.02 2026-06-26 | +10.4% |
| 2021-02-08 | TSM | SELL | $1K–$15K | $132.55 | $432.35 2026-06-26 | -226.2% exit |
| 2021-02-08 | STT.PG | SELL | $1K–$15K | $76.07 | $168.11 2026-06-26 | -121.0% exit |
| 2021-02-08 | SPG.PJ | BUY | $1K–$15K | $98.94 | $226.89 2026-06-26 | +129.3% |
| 2021-02-08 | HD | SELL | $1K–$15K | $280.03 | $348.86 2026-06-26 | -24.6% exit |
| 2021-02-08 | GOOGL | SELL | $1K–$15K | $104.23 | $337.39 2026-06-26 | +90.8% rt |
| 2021-02-08 | CLNE | BUY | $1K–$15K | $17.87 | $1.87 2026-06-26 | -89.5% |
| 2021-02-08 | CCEP | SELL | $1K–$15K | $50.81 | $101.59 2026-06-26 | -2.3% rt |
| 2020-04-03 | MOS | BUY | $1K–$15K | $9.94 | $22.38 2026-06-26 | +125.2% |
| 2020-04-03 | LHX | BUY | $1K–$15K | $178.50 | $291.25 2026-06-26 | +63.2% |
| 2020-04-03 | LGND | BUY | $1K–$15K | $45.68 | $303.59 2026-06-26 | +564.6% |
| 2020-04-03 | GOOGL | BUY | $1K–$15K | $54.63 | $337.39 2026-06-26 | +517.5% |
| 2020-04-03 | EMR | SELL | $1K–$15K | $45.72 | $143.49 2026-06-26 | -36.0% rt |
| 2020-04-03 | BMY | BUY | $1K–$15K | $55.53 | $57.52 2026-06-26 | +3.6% |
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 |
|---|---|
| Sheldon Whitehouse | 50 · AAPL, ABBV, AMGN, BMY, CB, CHL |
| Hon. James B. Renacci | 49 · AAPL, ABBNY, ABBV, AMGN, AMT, APC |
| Thomas H Tuberville | 46 · AAPL, ABBV, AMGN, AMT, BMY, BRK.B |
| SUSAN M COLLINS | 45 · AAPL, AMGN, AMT, APC, BMY, COP |
| Hon. K. Michael Conaway | 45 · AAPL, ABBV, AMP, AMT, ANTM, BMY |
| Shelley M Capito | 43 · AAPL, AMGN, AMT, BMY, CB, CLX |
| Thomas R Carper | 43 · AAPL, ABBNY, ABBV, AMT, AY, BMY |
| Hon. John A. Yarmuth | 42 · AAPL, AMGN, AMT, BMY, BRK.B, CB |
| David A Perdue , Jr | 41 · AAPL, ABBV, AMT, ANTM, BMY, CLX |
| Hon. Josh Gottheimer | 39 · AAPL, ABBV, AMGN, BRK.B, CB, CHKP |
| Hon. David P. Roe | 39 · AAPL, ABBV, AMGN, AMT, CSCO, D |
| Hon. Robert J. Wittman | 35 · AAPL, ABBV, AMT, ANTM, BMY, CB |