house · trading 2015-02-22 → 2021-11-26
*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 |
|---|---|---|---|---|---|---|
| 2018-04-19 | UMPQ | SELL | $1K–$15K | — | — | — exit |
| 2018-04-17 | FDX | SELL | $1K–$15K | $203.06 | $318.53 2026-06-26 | +71.3% rt |
| 2018-04-10 | HUBB | SELL | $1K–$15K | $119.02 | $517.02 2026-06-26 | -334.4% exit |
| 2018-04-01 | RRX | SELL | $1K–$15K | $124.20 | $630.36 2026-06-26 | -407.5% exit |
| 2018-03-13 | ORCL | BUY | $15K–$50K | $52.58 | $148.53 2026-06-26 | +182.5% |
| 2018-03-09 | ACGL | BUY | $1K–$15K | $29.36 | $97.54 2026-06-26 | +232.3% |
| 2018-03-08 | INVA | BUY | $1K–$15K | $16.31 | $23.57 2026-06-26 | +44.5% |
| 2017-11-22 | REGN | BUY | $1K–$15K | $387.54 | $632.90 2026-06-26 | +63.3% |
| 2017-11-20 | REGN | BUY | $1K–$15K | $385.22 | $632.90 2026-06-26 | +64.3% |
| 2017-11-08 | REGN | BUY | $1K–$15K | $415.17 | $632.90 2026-06-26 | +52.4% |
| 2017-11-07 | REGN | BUY | $1K–$15K | $404.39 | $632.90 2026-06-26 | +56.5% |
| 2017-11-06 | REGN | BUY | $1K–$15K | $406.63 | $632.90 2026-06-26 | +55.6% |
| 2017-11-03 | REGN | BUY | $1K–$15K | $408.41 | $632.90 2026-06-26 | +55.0% |
| 2017-10-05 | FDX | BUY | $1K–$15K | — | — | — |
| 2017-08-28 | SIEGY | BUY | $1K–$15K | — | — | — |
| 2017-08-03 | SIEGY | BUY | $1K–$15K | — | — | — |
| 2017-08-01 | ORBK | BUY | $1K–$15K | — | — | — |
| 2017-03-22 | SIRI | BUY | $1K–$15K | $51.00 | $28.35 2026-06-26 | -44.4% |
| 2017-03-12 | XLU | BUY | $1K–$15K | $25.48 | $46.20 2026-06-26 | +81.3% |
| 2017-03-09 | XLU | BUY | $1K–$15K | $25.27 | $46.20 2026-06-26 | +82.8% |
| 2017-03-02 | UL | BUY | $1K–$15K | $53.24 | $60.55 2026-06-26 | +13.7% |
| 2017-02-13 | AAL | BUY | $1K–$15K | $47.41 | $17.87 2026-06-26 | -62.3% |
| 2017-02-10 | EWT | BUY | $1K–$15K | $32.28 | $102.81 2026-06-26 | +218.5% |
| 2017-02-09 | WFM | BUY | $1K–$15K | — | — | — |
| 2017-02-02 | UPS | BUY | $1K–$15K | $105.10 | $108.14 2026-06-26 | +2.9% |
| 2017-02-01 | XLU | BUY | $1K–$15K | $24.16 | $46.20 2026-06-26 | +91.2% |
| 2017-01-31 | PFG | BUY | $1K–$15K | $57.09 | $107.75 2026-06-26 | +88.7% |
| 2017-01-30 | UAA | BUY | $1K–$15K | $28.94 | $6.30 2026-06-26 | -78.2% |
| 2017-01-30 | INOV | BUY | $1K–$15K | — | — | — |
| 2017-01-26 | STY | BUY | $1K–$15K | $4.64 | $4.64 2016-09-28 | 0.0% |
| 2017-01-26 | ABT | BUY | $1K–$15K | $40.96 | $94.12 2026-06-26 | +129.8% |
| 2017-01-26 | AAL | BUY | $1K–$15K | $49.59 | $17.87 2026-06-26 | -64.0% |
| 2017-01-25 | VGI | BUY | $1K–$15K | $15.87 | $7.40 2026-06-26 | -53.4% |
| 2017-01-25 | IYF | BUY | $1K–$15K | $51.67 | $127.85 2026-06-26 | +147.4% |
| 2017-01-24 | NVS | BUY | $1K–$15K | $62.75 | $155.41 2026-06-26 | +147.7% |
| 2016-12-30 | SAN | BUY | $1K–$15K | $5.18 | $13.39 2026-06-26 | +158.5% |
| 2016-12-26 | ALV | SELL | $1K–$15K | $80.30 | $119.17 2026-06-26 | -48.4% exit |
| 2016-12-23 | ALV | SELL | $1K–$15K | $80.30 | $119.17 2026-06-26 | -48.4% exit |
| 2016-12-22 | ALV | SELL | $1K–$15K | $80.35 | $119.17 2026-06-26 | -48.3% exit |
| 2016-12-19 | ALV | SELL | $1K–$15K | $78.34 | $119.17 2026-06-26 | -4.2% rt |
| 2016-12-08 | SNY | BUY | $1K–$15K | $39.77 | $42.95 2026-06-26 | +8.0% |
| 2016-10-27 | EWY | SELL | $1K–$15K | $55.21 | $197.28 2026-06-26 | -257.3% exit |
| 2016-10-24 | XLU | SELL | $1K–$15K | $24.09 | $46.20 2026-06-26 | -8.7% rt |
| 2016-10-24 | XLU | BUY | $1K–$15K | $24.09 | $46.20 2026-06-26 | +91.8% |
| 2016-10-24 | EWY | SELL | $1K–$15K | $56.47 | $197.28 2026-06-26 | +0.5% rt |
| 2016-10-21 | EWY | BUY | $1K–$15K | $56.19 | $197.28 2026-06-26 | +251.1% |
| 2016-10-13 | XLU | BUY | $1K–$15K | $24.01 | $46.20 2026-06-26 | +92.4% |
| 2016-10-03 | WFM | BUY | $1K–$15K | — | — | — |
| 2016-09-30 | WFM | BUY | $1K–$15K | — | — | — |
| 2016-09-30 | EMC | BUY | $1K–$15K | — | — | — |
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 | 27 · A, ABT, CERN, CSCO, CVS, EMC |
| Hon. James B. Renacci | 26 · ABT, ACGL, CERN, CSCO, CVS, EMC |
| Thomas H Tuberville | 23 · A, CHD, CSCO, CVS, FDX, GE |
| Susan M Collins | 23 · ALV, CSCO, CVS, EMC, FDX, GE |
| Hon. K. Michael Conaway | 22 · AAL, ABT, AMP, CERN, CSCO, CVS |
| Hon. Dean Phillips | 21 · AAL, ABT, CERN, CVS, ED, FDX |
| David A Perdue , Jr | 19 · CSCO, FDX, GE, GIS, IBM, INTC |
| Hon. Kenny Marchant | 19 · A, AAL, ABT, CSCO, CVS, DELL |
| Hon. Earl Blumenauer | 19 · CSCO, CVS, FDX, GE, INTC, JPM |
| Shelley M Capito | 18 · ABT, CERN, CSCO, GE, GIS, GWW |
| Hon. Alan S. Lowenthal | 17 · CSCO, CVS, FDX, GE, GIS, IBM |
| Thomas R Carper | 17 · ABT, CSCO, CVS, DELL, GSK, IBM |