house · trading 2014-12-11 → 2026-05-15
*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 |
|---|---|---|---|---|---|---|
| 2019-04-02 | KO | BUY | $1K–$15K | $46.57 | $82.63 2026-06-26 | +77.4% |
| 2019-03-28 | HD | BUY | $1K–$15K | $190.06 | $348.86 2026-06-26 | +83.5% |
| 2019-03-13 | PPG | BUY | $1K–$15K | $111.33 | $123.24 2026-06-26 | +10.7% |
| 2019-03-12 | IBM | BUY | $1K–$15K | $132.20 | $271.63 2026-06-26 | +105.5% |
| 2019-02-15 | PG | BUY | $1K–$15K | $98.48 | $149.02 2026-06-26 | +51.3% |
| 2018-12-17 | KO | BUY | $1K–$15K | $48.33 | $82.63 2026-06-26 | +71.0% |
| 2018-12-14 | HD | BUY | $1K–$15K | $172.29 | $348.86 2026-06-26 | +102.5% |
| 2018-12-13 | PPG | BUY | $1K–$15K | $100.90 | $123.24 2026-06-26 | +22.1% |
| 2018-12-11 | IBM | BUY | $1K–$15K | $115.57 | $271.63 2026-06-26 | +135.0% |
| 2018-11-15 | PG | BUY | $1K–$15K | $93.83 | $149.02 2026-06-26 | +58.8% |
| 2018-10-02 | KO | BUY | $1K–$15K | $46.51 | $82.63 2026-06-26 | +77.7% |
| 2018-09-12 | PG | BUY | $1K–$15K | $83.11 | $149.02 2026-06-26 | +79.3% |
| 2018-09-05 | IBM | BUY | $1K–$15K | $140.21 | $271.63 2026-06-26 | +93.7% |
| 2018-08-16 | PG | BUY | $1K–$15K | $83.69 | $149.02 2026-06-26 | +78.1% |
| 2018-07-03 | KO | BUY | $1K–$15K | $43.99 | $82.63 2026-06-26 | +87.8% |
| 2018-06-15 | HD | BUY | $1K–$15K | $200.54 | $348.86 2026-06-26 | +74.0% |
| 2018-06-13 | PPG | BUY | $1K–$15K | $103.30 | $123.24 2026-06-26 | +19.3% |
| 2018-06-12 | IBM | BUY | $1K–$15K | $140.41 | $271.63 2026-06-26 | +93.5% |
| 2018-05-16 | PG | BUY | $1K–$15K | $73.53 | $149.02 2026-06-26 | +102.7% |
| 2018-04-03 | KO | BUY | $1K–$15K | $43.38 | $82.63 2026-06-26 | +90.5% |
| 2018-03-14 | HD | BUY | $1K–$15K | $177.41 | $348.86 2026-06-26 | +96.6% |
| 2018-03-13 | PPG | BUY | $1K–$15K | $116.07 | $123.24 2026-06-26 | +6.2% |
| 2018-03-13 | IBM | BUY | $1K–$15K | $152.31 | $271.63 2026-06-26 | +78.3% |
| 2018-02-15 | PG | BUY | $1K–$15K | $82.41 | $149.02 2026-06-26 | +80.8% |
| 2017-12-18 | KO | BUY | $1K–$15K | $45.93 | $82.63 2026-06-26 | +79.9% |
| 2017-12-15 | HD | BUY | $1K–$15K | $182.58 | $348.86 2026-06-26 | +91.1% |
| 2017-12-13 | PPG | BUY | $1K–$15K | $116.25 | $123.24 2026-06-26 | +6.0% |
| 2017-12-12 | IBM | BUY | $1K–$15K | $149.85 | $271.63 2026-06-26 | +81.3% |
| 2017-11-15 | PG | BUY | $1K–$15K | $88.23 | $149.02 2026-06-26 | +68.9% |
| 2017-10-03 | KO | BUY | $1K–$15K | $45.19 | $82.63 2026-06-26 | +82.8% |
| 2017-09-15 | HD | BUY | $1K–$15K | $158.40 | $348.86 2026-06-26 | +120.2% |
| 2017-09-13 | PPG | BUY | $1K–$15K | $105.06 | $123.24 2026-06-26 | +17.3% |
| 2017-09-12 | IBM | BUY | $1K–$15K | $139.35 | $271.63 2026-06-26 | +94.9% |
| 2017-08-16 | WFM | SELL | $500K–$1.0M | — | — | — exit |
| 2017-08-16 | PG | BUY | $1K–$15K | $92.44 | $149.02 2026-06-26 | +61.2% |
| 2017-07-03 | KO | BUY | $1K–$15K | $44.76 | $82.63 2026-06-26 | +84.6% |
| 2017-06-16 | HD | BUY | $1K–$15K | $156.64 | $348.86 2026-06-26 | +122.7% |
| 2017-06-13 | IBM | BUY | $1K–$15K | $147.47 | $271.63 2026-06-26 | +84.2% |
| 2017-05-16 | PG | BUY | $1K–$15K | $86.24 | $149.02 2026-06-26 | +72.8% |
| 2017-04-03 | KO | BUY | $1K–$15K | $42.41 | $82.63 2026-06-26 | +94.8% |
| 2017-03-24 | HD | BUY | $1K–$15K | $147.71 | $348.86 2026-06-26 | +136.2% |
| 2017-03-13 | IBM | BUY | $1K–$15K | $168.70 | $271.63 2026-06-26 | +61.0% |
| 2017-02-16 | PG | BUY | $1K–$15K | $90.79 | $149.02 2026-06-26 | +64.1% |
| 2016-12-16 | KO | BUY | $1K–$15K | $41.74 | $82.63 2026-06-26 | +98.0% |
| 2016-12-16 | HD | BUY | $1K–$15K | $135.11 | $348.86 2026-06-26 | +158.2% |
| 2016-12-13 | IBM | BUY | $1K–$15K | $160.89 | $271.63 2026-06-26 | +68.8% |
| 2016-11-15 | PG | BUY | $1K–$15K | $83.62 | $149.02 2026-06-26 | +78.2% |
| 2016-09-16 | HD | BUY | $1K–$15K | $126.11 | $348.86 2026-06-26 | +176.6% |
| 2016-09-13 | IBM | BUY | $1K–$15K | $148.96 | $271.63 2026-06-26 | +82.3% |
| 2016-08-16 | PG | BUY | $1K–$15K | $86.58 | $149.02 2026-06-26 | +72.1% |
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 |
|---|---|
| David A Perdue , Jr | 6 · HD, IBM, JNJ, KO, PG, WFM |
| SHELDON WHITEHOUSE | 5 · HD, IBM, JNJ, KO, PG |
| Hon. K. Michael Conaway | 5 · HD, IBM, JNJ, KO, PG |
| Shelley M Capito | 5 · IBM, JNJ, KO, PG, PPG |
| Hon. Kurt Schrader | 5 · HD, IBM, JNJ, KO, PG |
| Hon. Alan S. Lowenthal | 5 · HD, IBM, JNJ, PG, PPG |
| Hon. David P. Roe | 5 · HD, IBM, JNJ, KO, PG |
| SUSAN M COLLINS | 5 · HD, IBM, JNJ, PG, PPG |
| Hon. Rohit Khanna | 5 · HD, IBM, KO, PG, PPG |
| Hon. Kevin Hern | 4 · HD, JNJ, KO, PG |
| Hon. James B. Renacci | 4 · HD, JNJ, KO, WFM |
| Hon. Josh Gottheimer | 4 · HD, IBM, JNJ, KO |