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 |
|---|---|---|---|---|---|---|
| 2016-09-24 | CVS | BUY | $1K–$15K | $90.60 | $104.34 2026-06-26 | +15.2% |
| 2016-09-23 | EWJ | BUY | $1K–$15K | $50.56 | $92.80 2026-06-26 | +83.5% |
| 2016-09-23 | CVS | BUY | $1K–$15K | $90.60 | $104.34 2026-06-26 | +15.2% |
| 2016-09-21 | EWT | BUY | $1K–$15K | $31.72 | $102.81 2026-06-26 | +224.1% |
| 2016-09-16 | EWT | BUY | $1K–$15K | $30.06 | $102.81 2026-06-26 | +242.0% |
| 2016-09-09 | XLU | BUY | $1K–$15K | $24.23 | $46.20 2026-06-26 | +90.7% |
| 2016-09-07 | IYT | BUY | $1K–$15K | $36.26 | $87.18 2026-06-26 | +140.4% |
| 2016-09-07 | EMC | BUY | $1K–$15K | — | — | — |
| 2016-08-26 | XLU | BUY | $1K–$15K | $24.57 | $46.20 2026-06-26 | +88.0% |
| 2016-08-26 | XLE | BUY | $1K–$15K | $34.69 | $53.84 2026-06-26 | +55.2% |
| 2016-08-26 | ADR | SELL | $1K–$15K | — | — | — exit |
| 2016-08-26 | AAL | BUY | $1K–$15K | $36.23 | $17.87 2026-06-26 | -50.7% |
| 2016-08-19 | YH | BUY | $1K–$15K | — | — | — |
| 2016-08-15 | XLE | BUY | $1K–$15K | $34.63 | $53.84 2026-06-26 | +55.5% |
| 2016-08-11 | EWT | BUY | $1K–$15K | $31.30 | $102.81 2026-06-26 | +228.5% |
| 2016-07-25 | XLU | BUY | $1K–$15K | $26.34 | $46.20 2026-06-26 | +75.4% |
| 2016-07-22 | XLU | BUY | $1K–$15K | $26.38 | $46.20 2026-06-26 | +75.1% |
| 2016-07-14 | IYT | BUY | $1K–$15K | $35.98 | $87.18 2026-06-26 | +142.3% |
| 2016-07-11 | GSK | BUY | $1K–$15K | $43.52 | $52.50 2026-06-26 | +20.6% |
| 2016-07-08 | XLU | SELL | $1K–$15K | $26.27 | $46.20 2026-06-26 | +19.0% rt |
| 2016-06-30 | XLE | SELL | $1K–$15K | $34.12 | $53.84 2026-06-26 | -57.8% exit |
| 2016-06-29 | CIVI | BUY | $1K–$15K | — | — | — |
| 2016-06-27 | MGA | BUY | $1K–$15K | $33.67 | $64.56 2026-06-26 | +91.7% |
| 2016-06-24 | SNY | BUY | $1K–$15K | $38.45 | $42.95 2026-06-26 | +11.7% |
| 2016-06-24 | ALV | BUY | $1K–$15K | $81.77 | $119.17 2026-06-26 | +45.7% |
| 2016-06-21 | WSM | BUY | $1K–$15K | $26.12 | $239.19 2026-06-26 | +815.7% |
| 2016-06-20 | XRX | BUY | $1K–$15K | $25.80 | $3.31 2026-06-26 | -87.2% |
| 2016-04-27 | GSK | BUY | $1K–$15K | $43.47 | $52.50 2026-06-26 | +20.8% |
| 2016-04-19 | GSK | SELL | $1K–$15K | $43.29 | $52.50 2026-06-26 | -5.9% rt |
| 2016-02-05 | GSK | BUY | $1K–$15K | $40.76 | $52.50 2026-06-26 | +28.8% |
| 2016-01-11 | GSK | BUY | $1K–$15K | $39.29 | $52.50 2026-06-26 | +33.6% |
| 2015-12-18 | FDX | BUY | $1K–$15K | $118.57 | $318.53 2026-06-26 | +168.6% |
| 2015-12-01 | KUBTY | BUY | $1K–$15K | — | — | — |
| 2015-11-04 | XLU | BUY | $1K–$15K | $22.08 | $46.20 2026-06-26 | +109.2% |
| 2015-06-02 | QCOM | BUY | $1K–$15K | $69.35 | $189.39 2026-06-26 | +173.1% |
| 2015-06-02 | JPM | BUY | $1K–$15K | $66.02 | $329.05 2026-06-26 | +398.4% |
| 2015-06-02 | IXP | SELL | $1K–$15K | $63.86 | $112.18 2026-06-26 | -75.7% exit |
| 2015-06-02 | GWW | SELL | $1K–$15K | — | — | — exit |
| 2015-05-14 | NVDA | BUY | $1K–$15K | $0.53 | $192.53 2026-06-26 | +36072.8% |
| 2015-05-01 | VDSI | BUY | $1K–$15K | — | — | — |
| 2015-02-25 | KYOCF | BUY | $1K–$15K | — | — | — |
| 2015-02-24 | KAI | SELL | $1K–$15K | $33.38 | $18.45 2018-08-03 | +44.7% exit |
| 2015-02-22 | INTC | BUY | $1K–$15K | $34.41 | $128.32 2026-06-26 | +272.9% |
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 |