house · trading 2020-11-25 → 2026-04-07
*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 |
|---|---|---|---|---|---|---|
| 2026-04-07 | WAB | BUY | $1K–$15K | $256.05 | $269.53 2026-06-26 | +5.3% |
| 2026-04-07 | SNDA | SELL | $1K–$15K | $32.02 | $39.03 2026-06-26 | -21.9% exit |
| 2026-04-07 | PAYX | SELL | $1K–$15K | $91.61 | $99.90 2026-06-26 | -18.8% rt |
| 2026-04-07 | NEE | BUY | $1K–$15K | $93.67 | $88.56 2026-06-26 | -5.5% |
| 2026-04-07 | CASY | BUY | $1K–$15K | $741.82 | $778.63 2026-06-26 | +5.0% |
| 2026-04-07 | CARR | BUY | $1K–$15K | $55.44 | $73.59 2026-06-26 | +32.7% |
| 2026-04-07 | BR | SELL | $1K–$15K | $159.90 | $137.93 2026-06-26 | -29.4% rt |
| 2026-04-07 | AXP | SELL | $1K–$15K | $307.03 | $340.36 2026-06-26 | +17.0% rt |
| 2026-04-07 | AWK | SELL | $1K–$15K | $135.37 | $132.68 2026-06-26 | +2.0% exit |
| 2026-03-31 | SNDA | exchange | $1K–$15K | $32.25 | $39.03 2026-06-26 | +21.0% |
| 2026-01-07 | WM | BUY | $1K–$15K | $215.97 | $225.53 2026-06-26 | +4.4% |
| 2026-01-07 | VRSK | SELL | $1K–$15K | $219.61 | $182.18 2026-06-26 | -19.7% rt |
| 2026-01-07 | META | BUY | $1K–$15K | $648.69 | $550.25 2026-06-26 | -15.2% |
| 2026-01-07 | MDLZ | SELL | $1K–$15K | $51.51 | $60.79 2026-06-26 | -25.0% rt |
| 2026-01-07 | ESS | SELL | $1K–$15K | $251.06 | $295.34 2026-06-26 | -19.8% rt |
| 2026-01-07 | DRI | BUY | $1K–$15K | $199.77 | $213.72 2026-06-26 | +7.0% |
| 2025-10-06 | ZTS | SELL | $1K–$15K | $145.36 | $76.09 2026-06-26 | -25.8% rt |
| 2025-10-06 | WMT | BUY | $1K–$15K | $102.70 | $115.69 2026-06-26 | +12.7% |
| 2025-10-06 | ODFL | SELL | $1K–$15K | $142.82 | $218.79 2026-06-26 | -21.6% rt |
| 2025-10-06 | CL | SELL | $1K–$15K | $77.45 | $92.07 2026-06-26 | -4.2% rt |
| 2025-10-06 | AEP | BUY | $1K–$15K | $115.66 | $138.69 2026-06-26 | +19.9% |
| 2025-10-06 | ABT | BUY | $1K–$15K | $133.74 | $94.12 2026-06-26 | -29.6% |
| 2025-04-09 | NEE | SELL | $1K–$15K | $67.58 | $88.56 2026-06-26 | -31.0% exit |
| 2025-04-09 | AXP | BUY | $1K–$15K | $262.36 | $340.36 2026-06-26 | +29.7% |
| 2025-01-07 | VRSK | BUY | $1K–$15K | $273.52 | $182.18 2026-06-26 | -33.4% |
| 2025-01-07 | UNH | SELL | $1K–$15K | $514.25 | $427.89 2026-06-26 | +9.5% rt |
| 2025-01-07 | GOOGL | BUY | $1K–$15K | $195.49 | $337.39 2026-06-26 | +72.6% |
| 2025-01-07 | GD | SELL | $1K–$15K | $259.65 | $346.71 2026-06-26 | +13.4% rt |
| 2025-01-07 | CTAS | BUY | $1K–$15K | $188.72 | $171.90 2026-06-26 | -8.9% |
| 2025-01-07 | CMCSA | SELL | $1K–$15K | $34.85 | $23.17 2026-06-26 | +33.5% exit |
| 2025-01-07 | BR | BUY | $1K–$15K | $226.32 | $137.93 2026-06-26 | -39.1% |
| 2025-01-07 | BAH | SELL | $1K–$15K | $129.24 | $62.22 2026-06-26 | +51.9% exit |
| 2024-07-02 | WM | SELL | $1K–$15K | $209.47 | $225.53 2026-06-26 | -7.7% exit |
| 2024-07-02 | ODFL | BUY | $1K–$15K | $182.17 | $218.79 2026-06-26 | +20.1% |
| 2024-07-02 | HIG | SELL | $1K–$15K | $100.03 | $133.89 2026-06-26 | -33.9% exit |
| 2024-07-02 | GS | BUY | $1K–$15K | $465.61 | $1019.61 2026-06-26 | +119.0% |
| 2024-04-04 | UPS | SELL | $1K–$15K | $150.00 | $108.14 2026-06-26 | +27.9% exit |
| 2024-04-04 | FDX | BUY | $1K–$15K | $222.01 | $318.53 2026-06-26 | +43.5% |
| 2024-01-09 | ZTS | BUY | $1K–$15K | $195.94 | $76.09 2026-06-26 | -61.2% |
| 2024-01-09 | HSY | SELL | $1K–$15K | $193.09 | $179.11 2026-06-26 | -14.2% rt |
| 2024-01-09 | CL | BUY | $1K–$15K | $80.82 | $92.07 2026-06-26 | +13.9% |
| 2024-01-09 | BMY | SELL | $1K–$15K | $51.28 | $57.52 2026-06-26 | -18.4% rt |
| 2023-10-04 | MDLZ | BUY | $1K–$15K | $68.68 | $60.79 2026-06-26 | -11.5% |
| 2023-10-04 | MDLZ | BUY | $1K–$15K | $68.68 | $60.79 2026-06-26 | -11.5% |
| 2023-07-05 | SPGI | BUY | $1K–$15K | $399.60 | $408.16 2026-06-26 | +2.1% |
| 2023-07-05 | PNC | SELL | $1K–$15K | $126.34 | $244.99 2026-06-26 | -93.9% exit |
| 2023-07-05 | PAYX | BUY | $1K–$15K | $112.88 | $99.90 2026-06-26 | -11.5% |
| 2023-07-05 | MSI | BUY | $1K–$15K | $292.74 | $402.89 2026-06-26 | +37.6% |
| 2023-07-05 | MA | BUY | $1K–$15K | $394.73 | $499.02 2026-06-26 | +26.4% |
| 2023-07-05 | ELV | SELL | $1K–$15K | $443.03 | $395.18 2026-06-26 | -6.8% rt |
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 |
|---|---|
| Thomas H Tuberville | 30 · ADI, AWK, BMY, CARR, CL, CTAS |
| Susan M Collins | 30 · AEP, ALL, AWK, AXP, BLK, BMY |
| Shelley M Capito | 27 · ABT, ADI, AXP, BLK, BMY, CARR |
| Hon. John A. Yarmuth | 27 · AXP, BLK, BMY, CMCSA, COST, CTAS |
| Hon. James B. Renacci | 26 · ABT, AXP, BMY, CASY, CMCSA, COST |
| Hon. Lois Frankel | 26 · ABT, ADI, AXP, BAH, BLK, BR |
| Hon. Robert J. Wittman | 26 · ABT, AXP, BLK, BMY, CL, CMCSA |
| Sheldon Whitehouse | 25 · ABT, ADI, AXP, BMY, CARR, CL |
| Hon. Jared Moskowitz | 25 · ABT, ADI, ALL, AXP, BBY, CARR |
| Hon. David P. Roe | 23 · AEP, ALL, AXP, BLK, CMCSA, COST |
| Hon. Alan S. Lowenthal | 22 · ADI, AXP, BLK, BMY, CMCSA, COST |
| Hon. K. Michael Conaway | 20 · ABT, AEP, AXP, BMY, COST, CVS |