house · trading 2019-02-11 → 2026-05-08
*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 |
|---|---|---|---|---|---|---|
| 2026-05-08 | DVN | exchange | $15K–$50K | $45.61 | $42.21 2026-06-26 | -7.5% |
| 2026-05-08 | CTRA | exchange | $15K–$50K | $32.56 | $32.56 2026-05-07 | 0.0% |
| 2026-04-29 | CS | SELL | $250K–$500K | — | — | — exit |
| 2026-03-24 | EXAS | SELL | $1K–$15K | — | — | — exit |
| 2026-03-20 | TROW | SELL | $15K–$50K | $86.19 | $110.27 2026-06-26 | -27.9% exit |
| 2026-03-20 | PLD | SELL | $50K–$100K | $128.01 | $139.97 2026-06-26 | -9.3% exit |
| 2026-03-20 | MDT | SELL | $15K–$50K | $86.16 | $80.98 2026-06-26 | -34.0% rt |
| 2026-03-18 | TXN | SELL | $500K–$1.0M | $190.78 | $285.43 2026-06-26 | +44.9% rt |
| 2026-03-18 | SMA | SELL | $500K–$1.0M | $31.99 | $33.44 2026-06-26 | -4.5% exit |
| 2026-03-17 | MUA | SELL | $50K–$100K | $10.82 | $10.82 2026-06-26 | 0.0% exit |
| 2026-03-17 | KVUE | SELL | $15K–$50K | $17.77 | $19.13 2026-06-26 | -7.7% exit |
| 2026-03-17 | IVZ | SELL | $15K–$50K | $23.73 | $26.16 2026-06-26 | -10.2% exit |
| 2026-03-17 | CTSH | SELL | $15K–$50K | $61.32 | $40.03 2026-06-26 | +34.7% exit |
| 2026-03-17 | CMCSA | SELL | $15K–$50K | $30.08 | $23.17 2026-06-26 | -29.7% rt |
| 2026-03-17 | BDX | SELL | $15K–$50K | $161.64 | $155.92 2026-06-26 | +3.5% exit |
| 2026-03-16 | PRGS | SELL | $50K–$100K | $33.61 | $33.15 2026-06-26 | -28.0% rt |
| 2026-03-16 | IQV | SELL | $50K–$100K | $164.89 | $191.14 2026-06-26 | -15.9% exit |
| 2026-03-16 | ACN | SELL | $250K–$500K | $199.31 | $128.98 2026-06-26 | +8.4% rt |
| 2026-03-05 | ICLR | SELL | $100K–$250K | $110.60 | $169.86 2026-06-26 | -28.0% rt |
| 2026-02-09 | WAT | exchange | $1K–$15K | $328.14 | $374.41 2026-06-26 | +14.1% |
| 2025-12-23 | UNH | SELL | $250K–$500K | $324.80 | $427.89 2026-06-26 | -23.3% rt |
| 2025-10-28 | STX | SELL | $15K–$50K | $223.00 | $899.90 2026-06-26 | -303.5% exit |
| 2025-10-28 | ORLY | SELL | $1K–$15K | $96.30 | $89.55 2026-06-26 | +228.1% rt |
| 2025-10-28 | MSFT | SELL | $15K–$50K | $542.07 | $372.97 2026-06-26 | +247.2% rt |
| 2025-10-28 | HD | SELL | $1K–$15K | $385.75 | $348.86 2026-06-26 | +97.6% rt |
| 2025-10-28 | CSX | SELL | $15K–$50K | $35.68 | $47.66 2026-06-26 | -33.6% exit |
| 2025-10-28 | BSX | SELL | $15K–$50K | $100.97 | $44.23 2026-06-26 | +56.2% exit |
| 2025-10-27 | ACN | SELL | $100K–$250K | $250.77 | $128.98 2026-06-26 | +46.4% rt |
| 2025-10-23 | MCD | SELL | $1K–$15K | $306.97 | $269.76 2026-06-26 | +33.8% rt |
| 2025-10-23 | MCD | SELL | $100K–$250K | $306.97 | $269.76 2026-06-26 | +4.1% rt |
| 2025-10-06 | STX | SELL | $15K–$50K | $242.83 | $899.90 2026-06-26 | -270.6% exit |
| 2025-10-06 | ETN | SELL | $15K–$50K | $380.02 | $402.68 2026-06-26 | -6.0% exit |
| 2025-09-26 | MSFT | SELL | $15K–$50K | $511.46 | $372.97 2026-06-26 | +261.3% rt |
| 2025-09-26 | MASI | SELL | $15K–$50K | $141.40 | $179.95 2026-06-12 | -42.1% rt |
| 2025-09-26 | HD | SELL | $15K–$50K | $410.09 | $348.86 2026-06-26 | +74.0% rt |
| 2025-09-26 | ACN | SELL | $15K–$50K | $238.97 | $128.98 2026-06-26 | +27.8% rt |
| 2025-04-24 | CS | BUY | $250K–$500K | — | — | — |
| 2025-04-04 | CS | BUY | $250K–$500K | — | — | — |
| 2025-04-04 | CS | BUY | $1.0M–$5.0M | — | — | — |
| 2025-03-31 | CS | SELL | $500K–$1.0M | — | — | — exit |
| 2024-12-31 | JNJ | SELL | $100K–$250K | $144.62 | $254.66 2026-06-26 | -2.4% rt |
| 2024-12-31 | INTC | SELL | $50K–$100K | $20.05 | $128.32 2026-06-26 | -57.1% rt |
| 2024-12-31 | EL | SELL | $15K–$50K | $74.98 | $80.54 2026-06-26 | -58.9% rt |
| 2024-12-31 | DXCM | SELL | $50K–$100K | $77.77 | $70.14 2026-06-26 | +9.8% exit |
| 2024-12-31 | DVN | SELL | $250K–$500K | $32.73 | $42.21 2026-06-26 | +49.8% rt |
| 2024-12-31 | AGCO | SELL | $50K–$100K | $93.48 | $117.35 2026-06-26 | -20.3% rt |
| 2024-12-12 | HD | BUY | $1K–$15K | $414.42 | $348.86 2026-06-26 | -15.8% |
| 2024-12-10 | XOM | BUY | $1K–$15K | $112.67 | $136.54 2026-06-26 | +21.2% |
| 2024-10-29 | MCD | BUY | $100K–$250K | $295.00 | $269.76 2026-06-26 | -8.6% |
| 2024-09-23 | CS | SELL | $250K–$500K | — | — | — 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 | 47 · ABBNY, ACN, ADBE, AMT, AMZN, CERN |
| Shelley M Capito | 44 · ACN, AMT, AMZN, ASML, BA, BDX |
| SHELDON WHITEHOUSE | 40 · ACN, AMZN, BA, CB, CERN, CL |
| Hon. John A. Yarmuth | 39 · ACN, AMT, AMZN, BA, BLK, CB |
| Hon. David P. Roe | 38 · ACN, ADBE, AMT, AMZN, BLK, CMCSA |
| Hon. Josh Gottheimer | 37 · ADBE, AMZN, ASML, BA, BDX, BSX |
| Susan M Collins | 35 · AGCO, AMT, AMZN, BA, BLK, CMCSA |
| Hon. Rohit Khanna | 35 · ACN, ADBE, AMT, AMZN, BALL, BDX |
| Hon. Robert J. Wittman | 35 · ACN, AMT, AMZN, BA, BDX, BLK |
| Thomas H Tuberville | 34 · ACN, ADBE, AMT, ASML, BDX, CDNS |
| Hon. Carlos Curbelo | 34 · ACN, ADBE, AMP, AMT, AMZN, BA |
| Hon. Lois Frankel | 33 · ACN, BLK, BSX, CB, CL, CMCSA |