house · trading 2019-05-24 → 2020-03-17
*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 |
|---|---|---|---|---|---|---|
| 2020-03-17 | WMT | SELL | $250K–$500K | $39.75 | $115.69 2026-06-26 | -191.0% exit |
| 2020-03-17 | MCD | SELL | $250K–$500K | $147.62 | $269.76 2026-06-26 | -82.7% exit |
| 2020-03-17 | GPC | SELL | $50K–$100K | $76.85 | $116.02 2026-06-26 | -51.0% exit |
| 2020-03-17 | GE | SELL | $15K–$50K | $35.29 | $369.00 2026-06-26 | -945.7% exit |
| 2020-03-17 | AVNS | SELL | $1K–$15K | $29.18 | $24.95 2026-06-26 | +14.5% exit |
| 2020-03-13 | LLY | SELL | $500K–$1.0M | $139.37 | $1208.12 2026-06-26 | -766.8% exit |
| 2020-03-13 | DIS | SELL | $250K–$500K | $102.52 | $98.79 2026-06-26 | +3.6% exit |
| 2020-03-13 | BMY | SELL | $100K–$250K | $54.99 | $57.52 2026-06-26 | -4.6% exit |
| 2020-03-13 | XOM | SELL | $500K–$1.0M | $38.12 | $136.54 2026-06-26 | -258.2% exit |
| 2020-03-06 | XOM | SELL | $1K–$15K | $47.69 | $136.54 2026-06-26 | -186.3% exit |
| 2020-02-27 | XOM | SELL | $1K–$15K | $49.82 | $136.54 2026-06-26 | -174.1% exit |
| 2020-02-19 | XOM | SELL | $1K–$15K | $60.34 | $136.54 2026-06-26 | -126.3% exit |
| 2020-02-07 | XOM | SELL | $1K–$15K | $61.47 | $136.54 2026-06-26 | -122.1% exit |
| 2020-01-29 | XOM | SELL | $1K–$15K | $64.11 | $136.54 2026-06-26 | -113.0% exit |
| 2020-01-21 | XOM | SELL | $1K–$15K | $67.58 | $136.54 2026-06-26 | -102.0% exit |
| 2020-01-10 | XOM | SELL | $1K–$15K | $69.14 | $136.54 2026-06-26 | -97.5% exit |
| 2020-01-02 | XOM | SELL | $1K–$15K | $70.90 | $136.54 2026-06-26 | -92.6% exit |
| 2019-12-19 | XOM | SELL | $1K–$15K | $69.39 | $136.54 2026-06-26 | -96.8% exit |
| 2019-12-10 | XOM | SELL | $1K–$15K | $69.06 | $136.54 2026-06-26 | -97.7% exit |
| 2019-12-03 | XOM | SELL | $1K–$15K | $67.88 | $136.54 2026-06-26 | -101.2% exit |
| 2019-11-25 | XOM | SELL | $1K–$15K | $68.91 | $136.54 2026-06-26 | -98.1% exit |
| 2019-11-19 | XOM | SELL | $1K–$15K | $67.82 | $136.54 2026-06-26 | -101.3% exit |
| 2019-11-07 | XOM | SELL | $1K–$15K | $73.01 | $136.54 2026-06-26 | 0.0% rt |
| 2019-11-07 | XOM | BUY | $1K–$15K | $73.01 | $136.54 2026-06-26 | +87.0% |
| 2019-10-30 | XOM | SELL | $1K–$15K | $67.72 | $136.54 2026-06-26 | -101.6% exit |
| 2019-10-16 | XOM | SELL | $1K–$15K | $68.23 | $136.54 2026-06-26 | -100.1% exit |
| 2019-10-09 | XOM | SELL | $1K–$15K | $67.44 | $136.54 2026-06-26 | -102.5% exit |
| 2019-10-03 | XOM | SELL | $1K–$15K | $67.98 | $136.54 2026-06-26 | -100.8% exit |
| 2019-09-20 | XOM | SELL | $1K–$15K | $72.08 | $136.54 2026-06-26 | -89.4% exit |
| 2019-09-03 | XOM | SELL | $1K–$15K | $68.56 | $136.54 2026-06-26 | -99.2% exit |
| 2019-08-23 | XOM | SELL | $1K–$15K | $67.49 | $136.54 2026-06-26 | -102.3% exit |
| 2019-08-16 | XOM | SELL | $1K–$15K | $68.30 | $136.54 2026-06-26 | -99.9% exit |
| 2019-08-09 | OXY | exchange | $1K–$15K | $47.13 | $49.99 2026-06-26 | +6.1% |
| 2019-08-09 | APC | exchange | $15K–$50K | — | — | — |
| 2019-07-26 | XOM | SELL | $1K–$15K | $74.81 | $136.54 2026-06-26 | -82.5% exit |
| 2019-07-17 | XOM | SELL | $1K–$15K | $75.48 | $136.54 2026-06-26 | -80.9% exit |
| 2019-06-27 | XOM | SELL | $1K–$15K | $75.82 | $136.54 2026-06-26 | -80.1% exit |
| 2019-06-14 | XOM | SELL | $1K–$15K | $74.35 | $136.54 2026-06-26 | -83.6% exit |
| 2019-06-03 | XOM | SELL | $1K–$15K | $71.88 | $136.54 2026-06-26 | -90.0% exit |
| 2019-05-24 | XOM | SELL | $1K–$15K | $74.10 | $136.54 2026-06-26 | -84.3% 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 |
|---|---|
| SUSAN M COLLINS | 9 · APC, BMY, DIS, GE, LLY, MCD |
| Thomas H Tuberville | 8 · BMY, DIS, GE, LLY, MCD, OXY |
| Hon. K. Michael Conaway | 8 · BMY, DIS, GE, LLY, MCD, OXY |
| Hon. James B. Renacci | 7 · APC, BMY, DIS, GE, LLY, MCD |
| Shelley M Capito | 7 · BMY, GE, LLY, MCD, OXY, WMT |
| David A Perdue , Jr | 6 · BMY, DIS, GE, LLY, WMT, XOM |
| Sheldon Whitehouse | 6 · BMY, DIS, GE, LLY, MCD, WMT |
| Hon. Kurt Schrader | 6 · APC, BMY, DIS, GE, WMT, XOM |
| Hon. John A. Yarmuth | 6 · BMY, DIS, GE, MCD, WMT, XOM |
| JAMES M INHOFE | 6 · BMY, DIS, GE, MCD, OXY, XOM |
| Hon. Robert J. Wittman | 6 · BMY, DIS, GE, MCD, WMT, XOM |
| Hon. Mike Kelly | 6 · BMY, DIS, GE, MCD, WMT, XOM |