house · trading 2015-01-15 → 2023-09-28
*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 |
|---|---|---|---|---|---|---|
| 2023-09-28 | WMT | SELL | $1K–$15K | $54.18 | $115.69 2026-06-26 | +34.8% rt |
| 2023-09-28 | UNH | SELL | $1K–$15K | $510.10 | $427.89 2026-06-26 | +325.0% rt |
| 2023-09-28 | PLD | SELL | $1K–$15K | $112.13 | $139.97 2026-06-26 | +31.4% rt |
| 2023-09-28 | MSFT | SELL | $1K–$15K | $313.64 | $372.97 2026-06-26 | +52.1% rt |
| 2023-09-28 | KMI | SELL | $1K–$15K | $16.67 | $33.19 2026-06-26 | -44.8% rt |
| 2023-09-28 | JPM | SELL | $1K–$15K | $147.59 | $329.05 2026-06-26 | +132.1% rt |
| 2023-09-28 | HIG | SELL | $1K–$15K | $72.12 | $133.89 2026-06-26 | -1.7% rt |
| 2023-09-28 | GOOG | SELL | $1K–$15K | $133.13 | $334.69 2026-06-26 | +10.3% rt |
| 2023-09-28 | EOG | SELL | $1K–$15K | $129.47 | $132.60 2026-06-26 | +50.2% rt |
| 2023-09-28 | CAT | SELL | $1K–$15K | $276.24 | $997.47 2026-06-26 | +41.0% rt |
| 2023-09-28 | AMZN | SELL | $1K–$15K | $125.98 | $232.69 2026-06-26 | +21.5% rt |
| 2023-09-28 | ABBV | SELL | $1K–$15K | $152.25 | $253.35 2026-06-26 | +78.2% rt |
| 2023-09-28 | AAPL | SELL | $1K–$15K | $170.69 | $283.78 2026-06-26 | +0.2% rt |
| 2023-09-15 | IFF | SELL | $1K–$15K | $69.05 | $76.35 2026-06-26 | -40.6% rt |
| 2023-09-15 | FIS | SELL | $1K–$15K | $56.90 | $38.57 2026-06-26 | -18.6% rt |
| 2023-09-07 | AMT | BUY | $1K–$15K | $182.55 | $175.59 2026-06-26 | -3.8% |
| 2023-08-17 | PSX | SELL | $1K–$15K | $113.59 | $171.65 2026-06-26 | +43.4% rt |
| 2023-07-31 | PG | BUY | $1K–$15K | $156.30 | $149.02 2026-06-26 | -4.7% |
| 2023-07-31 | KMB | SELL | $1K–$15K | $129.10 | $109.37 2026-06-26 | -9.8% rt |
| 2023-07-27 | UNP | SELL | $1K–$15K | $232.10 | $268.35 2026-06-26 | +163.8% rt |
| 2023-07-21 | ZTS | BUY | $1K–$15K | $183.51 | $76.09 2026-06-26 | -58.5% |
| 2023-07-21 | DG | SELL | $1K–$15K | $167.09 | $119.51 2026-06-26 | -31.7% rt |
| 2023-06-13 | SPGI | BUY | $1K–$15K | $390.56 | $408.16 2026-06-26 | +4.5% |
| 2023-06-13 | CB | SELL | $1K–$15K | $191.89 | $341.44 2026-06-26 | -77.9% exit |
| 2023-06-13 | AVGO | SELL | $1K–$15K | $85.11 | $365.02 2026-06-26 | +87.0% rt |
| 2023-05-30 | JPM | BUY | $1K–$15K | $137.46 | $329.05 2026-06-26 | +139.4% |
| 2023-04-21 | ACN | SELL | $1K–$15K | $276.33 | $128.98 2026-06-26 | +181.3% rt |
| 2023-04-20 | XOM | BUY | $1K–$15K | $115.64 | $136.54 2026-06-26 | +18.1% |
| 2023-04-20 | CSCO | SELL | $1K–$15K | $46.58 | $113.77 2026-06-26 | -144.3% exit |
| 2023-02-03 | MSFT | SELL | $1K–$15K | $258.35 | $372.97 2026-06-26 | +487.4% rt |
| 2023-01-20 | BAX | SELL | $1K–$15K | $43.88 | $22.04 2026-06-26 | -32.4% rt |
| 2023-01-03 | ELV | SELL | $1K–$15K | $502.20 | $395.18 2026-06-26 | +21.3% exit |
| 2022-12-21 | MCD | SELL | $1K–$15K | $268.16 | $269.76 2026-06-26 | +51.5% rt |
| 2022-12-21 | DG | BUY | $1K–$15K | $244.54 | $119.51 2026-06-26 | -51.1% |
| 2022-12-07 | MA | BUY | $1K–$15K | $347.42 | $499.02 2026-06-26 | +43.6% |
| 2022-12-07 | CMCSA | BUY | $1K–$15K | $32.45 | $23.17 2026-06-26 | -28.6% |
| 2022-11-18 | AMZN | BUY | $1K–$15K | $94.14 | $232.69 2026-06-26 | +147.2% |
| 2022-11-17 | AAPL | BUY | $1K–$15K | $150.72 | $283.78 2026-06-26 | +88.3% |
| 2022-10-08 | ACN | BUY | $1K–$15K | $259.71 | $128.98 2026-06-26 | -50.3% |
| 2022-09-27 | WRK | SELL | $1K–$15K | — | — | — exit |
| 2022-09-15 | MA | SELL | $1K–$15K | $316.96 | $499.02 2026-06-26 | -12.2% rt |
| 2022-09-15 | IFF | SELL | $1K–$15K | $105.41 | $76.35 2026-06-26 | -25.4% rt |
| 2022-09-15 | CMCSA | SELL | $1K–$15K | $31.86 | $23.17 2026-06-26 | -13.8% rt |
| 2022-08-10 | MSFT | BUY | $1K–$15K | $289.16 | $372.97 2026-06-26 | +29.0% |
| 2022-08-10 | GOOG | BUY | $1K–$15K | $120.65 | $334.69 2026-06-26 | +177.4% |
| 2022-08-10 | AMZN | BUY | $1K–$15K | $142.69 | $232.69 2026-06-26 | +63.1% |
| 2022-07-15 | TJX | BUY | $1K–$15K | $60.56 | $155.43 2026-06-26 | +156.7% |
| 2022-07-15 | WMT | BUY | $1K–$15K | $43.02 | $115.69 2026-06-26 | +168.9% |
| 2022-07-15 | BAX | BUY | $1K–$15K | $64.91 | $22.04 2026-06-26 | -66.0% |
| 2022-07-15 | ABT | BUY | $1K–$15K | $108.82 | $94.12 2026-06-26 | -13.5% |
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 | 60 · AAPL, AMT, AMZN, AXP, BA, BLK |
| Hon. James B. Renacci | 58 · AAPL, ABBV, ABT, ACN, AGN, AMT |
| Shelley M Capito | 58 · AAPL, ABT, ACN, AMT, AMZN, AVGO |
| Hon. John A. Yarmuth | 56 · AAPL, ACN, AGN, AMT, AMZN, AVGO |
| Sheldon Whitehouse | 55 · AAPL, ABBV, ABT, ACN, AET, AMZN |
| Hon. K. Michael Conaway | 52 · AAPL, ABBV, ABT, ACN, AGN, AMT |
| David A Perdue , Jr | 46 · AAPL, ABBV, AMT, AMZN, ANTM, AXP |
| Hon. David P. Roe | 46 · AAPL, ABBV, ACN, AMT, AMZN, AXP |
| Thomas H Tuberville | 45 · AAPL, ABBV, ACN, AMT, AVGO, BDX |
| Hon. Alan S. Lowenthal | 44 · AAPL, AGN, AMT, AMZN, AXP, BA |
| Hon. Lois Frankel | 42 · ABT, ACN, AXP, BAX, BLK, BSX |
| Hon. Josh Gottheimer | 42 · AAPL, ABBV, ABT, AMZN, AVGO, BA |