house · trading 2023-03-15 → 2026-04-17
*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 |
|---|---|---|---|---|---|---|
| 2026-04-17 | AMT | SELL | $1K–$15K | $182.36 | $175.59 2026-06-26 | -9.9% rt |
| 2026-03-19 | UNH | BUY | $1K–$15K | $280.44 | $427.89 2026-06-26 | +52.6% |
| 2026-03-19 | NEE | SELL | $1K–$15K | $92.41 | $88.56 2026-06-26 | +22.4% rt |
| 2026-03-19 | MSFT | BUY | $1K–$15K | $389.02 | $372.97 2026-06-26 | -4.1% |
| 2026-03-19 | MGK | BUY | $1K–$15K | $75.45 | $84.27 2026-06-26 | +11.7% |
| 2026-03-19 | LHX | SELL | $1K–$15K | $363.70 | $291.25 2026-06-26 | +26.7% rt |
| 2026-03-19 | JNJ | SELL | $1K–$15K | $237.60 | $254.66 2026-06-26 | +53.9% rt |
| 2026-03-19 | HD | BUY | $1K–$15K | $328.21 | $348.86 2026-06-26 | +6.3% |
| 2026-03-19 | BLK | BUY | $1K–$15K | $969.60 | $964.71 2026-06-26 | -0.5% |
| 2026-03-19 | ADP | SELL | $1K–$15K | $210.66 | $223.55 2026-06-26 | -1.2% rt |
| 2026-03-19 | ADP | BUY | $1K–$15K | $210.66 | $223.55 2026-06-26 | +6.1% |
| 2026-03-19 | ADI | SELL | $1K–$15K | $310.44 | $386.91 2026-06-26 | +69.7% rt |
| 2026-03-19 | ABT | BUY | $1K–$15K | $107.19 | $94.12 2026-06-26 | -12.2% |
| 2025-11-05 | WMT | BUY | $1K–$15K | $101.47 | $115.69 2026-06-26 | +14.0% |
| 2025-11-05 | V | BUY | $1K–$15K | $340.04 | $336.23 2026-06-26 | -1.1% |
| 2025-11-05 | UNH | BUY | $1K–$15K | $327.74 | $427.89 2026-06-26 | +30.6% |
| 2025-11-05 | PG | BUY | $1K–$15K | $145.79 | $149.02 2026-06-26 | +2.2% |
| 2025-11-05 | PEP | BUY | $1K–$15K | $142.86 | $141.39 2026-06-26 | -1.0% |
| 2025-11-05 | O | BUY | $1K–$15K | $56.12 | $63.12 2026-06-26 | +12.5% |
| 2025-11-05 | NEE | BUY | $1K–$15K | $82.14 | $88.56 2026-06-26 | +7.8% |
| 2025-11-05 | MSFT | BUY | $1K–$15K | $507.16 | $372.97 2026-06-26 | -26.5% |
| 2025-11-05 | MDT | BUY | $1K–$15K | $90.40 | $80.98 2026-06-26 | -10.4% |
| 2025-11-05 | MCD | BUY | $1K–$15K | $305.67 | $269.76 2026-06-26 | -11.8% |
| 2025-11-05 | LHX | BUY | $1K–$15K | $287.10 | $291.25 2026-06-26 | +1.4% |
| 2025-11-05 | JNJ | BUY | $1K–$15K | $186.00 | $254.66 2026-06-26 | +36.9% |
| 2025-11-05 | ITW | BUY | $1K–$15K | $245.06 | $267.71 2026-06-26 | +9.2% |
| 2025-11-05 | ICE | BUY | $1K–$15K | $146.21 | $123.86 2026-06-26 | -15.3% |
| 2025-11-05 | HD | BUY | $1K–$15K | $373.84 | $348.86 2026-06-26 | -6.7% |
| 2025-11-05 | EMR | BUY | $1K–$15K | $132.45 | $143.49 2026-06-26 | +8.3% |
| 2025-11-05 | CSCO | BUY | $1K–$15K | $72.10 | $113.77 2026-06-26 | +57.8% |
| 2025-11-05 | COST | BUY | $1K–$15K | $935.03 | $952.54 2026-06-26 | +1.9% |
| 2025-11-05 | BRK.B | BUY | $1K–$15K | $488.77 | $498.66 2026-06-26 | +2.0% |
| 2025-11-05 | BLK | BUY | $1K–$15K | $1073.57 | $964.71 2026-06-26 | -10.1% |
| 2025-11-05 | AWK | BUY | $1K–$15K | $130.97 | $132.68 2026-06-26 | +1.3% |
| 2025-11-05 | APD | BUY | $1K–$15K | $237.56 | $277.79 2026-06-26 | +16.9% |
| 2025-11-05 | ADP | BUY | $1K–$15K | $259.57 | $223.55 2026-06-26 | -13.9% |
| 2025-11-05 | ADI | BUY | $1K–$15K | $236.00 | $386.91 2026-06-26 | +63.9% |
| 2025-11-05 | ABT | BUY | $1K–$15K | $124.54 | $94.12 2026-06-26 | -24.4% |
| 2025-11-05 | AAPL | BUY | $1K–$15K | $270.14 | $283.78 2026-06-26 | +5.0% |
| 2025-09-18 | UNH | SELL | $1K–$15K | $334.82 | $427.89 2026-06-26 | -28.1% rt |
| 2025-09-18 | MSFT | SELL | $1K–$15K | $508.45 | $372.97 2026-06-26 | +91.5% rt |
| 2025-09-18 | LHX | SELL | $1K–$15K | $282.73 | $291.25 2026-06-26 | +40.8% rt |
| 2025-09-18 | BLK | SELL | $1K–$15K | $1137.13 | $964.71 2026-06-26 | +80.0% rt |
| 2023-03-15 | WMT | BUY | $1K–$15K | $46.55 | $115.69 2026-06-26 | +148.6% |
| 2023-03-15 | UNH | BUY | $1K–$15K | $465.43 | $427.89 2026-06-26 | -8.1% |
| 2023-03-15 | TSIIX | BUY | $1K–$15K | $11.19 | $11.48 2026-06-26 | +2.6% |
| 2023-03-15 | PEP | BUY | $1K–$15K | $176.63 | $141.39 2026-06-26 | -19.9% |
| 2023-03-15 | O | BUY | $1K–$15K | $63.06 | $63.12 2026-06-26 | +0.1% |
| 2023-03-15 | NEE | BUY | $1K–$15K | $75.52 | $88.56 2026-06-26 | +17.3% |
| 2023-03-15 | NBGIX | BUY | $1K–$15K | $55.71 | $61.22 2026-06-26 | +9.9% |
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 |
|---|---|
| Shelley M Capito | 23 · AAPL, ABT, ADI, ADP, AMT, APD |
| Hon. John A. Yarmuth | 20 · AAPL, ADP, AMT, APD, BLK, BRK.B |
| Thomas H Tuberville | 18 · AAPL, ADI, ADP, AMT, APD, AWK |
| Hon. K. Michael Conaway | 18 · AAPL, ABT, ADP, AMT, COST, CSCO |
| Sheldon Whitehouse | 17 · AAPL, ABT, ADI, COST, CSCO, EMR |
| Hon. Kurt Schrader | 17 · AAPL, AMT, APD, AWK, BLK, BRK.B |
| SUSAN M COLLINS | 17 · AAPL, ADP, AMT, AWK, BLK, CSCO |
| Hon. Robert J. Wittman | 17 · AAPL, ABT, AMT, BLK, COST, CSCO |
| Hon. Alan S. Lowenthal | 16 · AAPL, ADI, AMT, APD, BLK, BRK.B |
| Hon. David P. Roe | 16 · AAPL, AMT, BLK, COST, CSCO, HD |
| Thomas R Carper | 16 · AAPL, ABT, AMT, CSCO, EMR, FCPIX |
| Hon. Scott Scott Franklin | 16 · AAPL, ADP, APD, BRK.B, COST, CSCO |