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 |
|---|---|---|---|---|---|---|
| 2023-12-15 | NEE | BUY | $1K–$15K | $61.50 | $88.56 2026-06-26 | +44.0% |
| 2023-12-14 | RTX | BUY | $1K–$15K | $81.86 | $187.99 2026-06-26 | +129.7% |
| 2023-12-14 | HD | BUY | $1K–$15K | $351.81 | $348.86 2026-06-26 | -0.8% |
| 2023-12-12 | UNH | BUY | $1K–$15K | $545.72 | $427.89 2026-06-26 | -21.6% |
| 2023-12-11 | XOM | BUY | $1K–$15K | $99.62 | $136.54 2026-06-26 | +37.1% |
| 2023-12-11 | ROK | BUY | $1K–$15K | $279.79 | $476.82 2026-06-26 | +70.4% |
| 2023-12-11 | EMR | BUY | $1K–$15K | $89.72 | $143.49 2026-06-26 | +59.9% |
| 2023-12-08 | CCLD | SELL | $1K–$15K | $1.03 | $2.15 2026-06-26 | -108.7% exit |
| 2023-12-05 | JNJ | BUY | $1K–$15K | $158.55 | $254.66 2026-06-26 | +60.6% |
| 2023-11-15 | MRSH | BUY | $1K–$15K | — | — | — |
| 2023-11-15 | ACN | BUY | $1K–$15K | $325.50 | $128.98 2026-06-26 | -60.4% |
| 2023-11-14 | TXN | BUY | $1K–$15K | $149.93 | $285.43 2026-06-26 | +90.4% |
| 2023-11-14 | OKE | BUY | $1K–$15K | $65.73 | $89.22 2026-06-26 | +35.7% |
| 2023-10-31 | JPM | BUY | $1K–$15K | $139.06 | $329.05 2026-06-26 | +136.6% |
| 2023-10-11 | VOD | SELL | $1K–$15K | $9.68 | $13.89 2026-06-26 | -43.5% exit |
| 2023-10-11 | CMP | SELL | $1K–$15K | $27.57 | $31.10 2026-06-26 | -12.8% exit |
| 2023-09-29 | DVN | BUY | $15K–$50K | $47.70 | $42.21 2026-06-26 | -11.5% |
| 2023-09-29 | DVN | BUY | $1K–$15K | $47.70 | $42.21 2026-06-26 | -11.5% |
| 2023-09-26 | MMP | exchange | $50K–$100K | — | — | — |
| 2023-09-26 | MMP | exchange | $500K–$1.0M | — | — | — |
| 2023-09-25 | WMB | BUY | $1K–$15K | $33.96 | $77.92 2026-06-26 | +129.4% |
| 2023-09-25 | MMP | BUY | $1K–$15K | — | — | — |
| 2023-09-21 | PXD | BUY | $1K–$15K | — | — | — |
| 2023-09-19 | UNH | BUY | $1K–$15K | $480.66 | $427.89 2026-06-26 | -11.0% |
| 2023-09-19 | LIN | BUY | $1K–$15K | $389.78 | $519.62 2026-06-26 | +33.3% |
| 2023-09-15 | NEE | BUY | $1K–$15K | $68.64 | $88.56 2026-06-26 | +29.0% |
| 2023-09-14 | HD | BUY | $1K–$15K | $329.63 | $348.86 2026-06-26 | +5.8% |
| 2023-09-11 | XOM | BUY | $1K–$15K | $114.16 | $136.54 2026-06-26 | +19.6% |
| 2023-09-11 | ROK | BUY | $1K–$15K | $293.89 | $476.82 2026-06-26 | +62.2% |
| 2023-09-11 | EMR | BUY | $1K–$15K | $100.12 | $143.49 2026-06-26 | +43.3% |
| 2023-09-07 | RTX | BUY | $1K–$15K | $84.33 | $187.99 2026-06-26 | +122.9% |
| 2023-09-07 | JNJ | BUY | $1K–$15K | $160.03 | $254.66 2026-06-26 | +59.1% |
| 2023-08-15 | TXN | BUY | $1K–$15K | $168.16 | $285.43 2026-06-26 | +69.7% |
| 2023-08-15 | MRSH | BUY | $1K–$15K | — | — | — |
| 2023-08-15 | ACN | BUY | $1K–$15K | $307.40 | $128.98 2026-06-26 | -58.0% |
| 2023-08-14 | OKE | BUY | $1K–$15K | $65.95 | $89.22 2026-06-26 | +35.3% |
| 2023-08-14 | MMP | BUY | $1K–$15K | — | — | — |
| 2023-07-31 | JPM | BUY | $1K–$15K | $157.96 | $329.05 2026-06-26 | +108.3% |
| 2023-07-28 | CS | SELL | $250K–$500K | — | — | — exit |
| 2023-07-17 | PS | BUY | $1K–$15K | — | — | — |
| 2023-07-13 | INRE | BUY | $1K–$15K | — | — | — |
| 2023-06-30 | DVN | BUY | $15K–$50K | $48.34 | $42.21 2026-06-26 | -12.7% |
| 2023-06-30 | DVN | BUY | $1K–$15K | $48.34 | $42.21 2026-06-26 | -12.7% |
| 2023-06-27 | UNH | BUY | $1K–$15K | $482.56 | $427.89 2026-06-26 | -11.3% |
| 2023-06-26 | WMB | BUY | $1K–$15K | $31.07 | $77.92 2026-06-26 | +150.8% |
| 2023-06-23 | LMT | BUY | $1K–$15K | $459.36 | $507.40 2026-06-26 | +10.5% |
| 2023-06-21 | PXD | BUY | $1K–$15K | — | — | — |
| 2023-06-20 | ARGO | BUY | $1K–$15K | — | — | — |
| 2023-06-16 | LIN | BUY | $1K–$15K | $375.29 | $519.62 2026-06-26 | +38.5% |
| 2023-06-15 | RTX | BUY | $1K–$15K | $98.00 | $187.99 2026-06-26 | +91.8% |
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 | 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 |