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 |
|---|---|---|---|---|---|---|
| 2022-06-16 | WMT | SELL | $1K–$15K | $40.21 | $115.69 2026-06-26 | -16.8% rt |
| 2022-06-16 | WMT | BUY | $1K–$15K | $40.21 | $115.69 2026-06-26 | +187.7% |
| 2022-06-16 | TJX | SELL | $1K–$15K | $56.74 | $155.43 2026-06-26 | -13.3% rt |
| 2022-06-16 | SPY | SELL | $1K–$15K | $366.65 | $728.99 2026-06-26 | -98.8% exit |
| 2022-06-16 | PAVE | SELL | $1K–$15K | $22.56 | $58.84 2026-06-26 | -160.8% exit |
| 2022-06-16 | IWB | BUY | $1K–$15K | $201.03 | $400.20 2026-06-26 | +99.1% |
| 2022-06-16 | IVV | SELL | $1K–$15K | $366.99 | $730.17 2026-06-26 | -99.0% exit |
| 2022-06-16 | GE | SELL | $1K–$15K | $40.68 | $369.00 2026-06-26 | -37.8% rt |
| 2022-06-16 | BAX | SELL | $1K–$15K | $65.29 | $22.04 2026-06-26 | +66.2% exit |
| 2022-06-16 | AMZN | BUY | $1K–$15K | $103.66 | $232.69 2026-06-26 | +124.5% |
| 2022-06-16 | ABT | SELL | $1K–$15K | $102.07 | $94.12 2026-06-26 | -14.9% rt |
| 2022-06-16 | ABBV | BUY | $1K–$15K | $139.15 | $253.35 2026-06-26 | +82.1% |
| 2022-05-10 | SBUX | SELL | $1K–$15K | $71.86 | $104.60 2026-06-26 | -25.2% rt |
| 2022-05-10 | DRE | SELL | $1K–$15K | — | — | — exit |
| 2022-04-19 | TJX | BUY | $1K–$15K | $65.43 | $155.43 2026-06-26 | +137.6% |
| 2022-04-19 | ABT | BUY | $1K–$15K | $119.98 | $94.12 2026-06-26 | -21.6% |
| 2022-03-29 | RIO | BUY | $1K–$15K | $78.38 | $93.74 2026-06-26 | +19.6% |
| 2022-03-29 | HIG | BUY | $1K–$15K | $73.38 | $133.89 2026-06-26 | +82.5% |
| 2022-03-29 | GE | BUY | $1K–$15K | $58.97 | $369.00 2026-06-26 | +525.8% |
| 2022-03-29 | CAT | BUY | $1K–$15K | $221.04 | $997.47 2026-06-26 | +351.3% |
| 2022-03-15 | TJX | SELL | $1K–$15K | $61.72 | $155.43 2026-06-26 | -10.2% rt |
| 2022-03-15 | SPY | SELL | $1K–$15K | $426.17 | $728.99 2026-06-26 | -8.3% rt |
| 2022-03-15 | IWB | BUY | $1K–$15K | $235.44 | $400.20 2026-06-26 | +70.0% |
| 2022-03-15 | ABT | SELL | $1K–$15K | $117.48 | $94.12 2026-06-26 | +19.9% exit |
| 2022-03-08 | KMI.W | BUY | $1K–$15K | — | — | — |
| 2022-02-28 | MRK | SELL | $1K–$15K | $76.58 | $128.66 2026-06-26 | +4.3% rt |
| 2022-02-28 | MA | BUY | $1K–$15K | $360.82 | $499.02 2026-06-26 | +38.3% |
| 2022-02-27 | PDM | SELL | $1K–$15K | $16.99 | $9.48 2026-06-26 | +44.2% exit |
| 2022-01-28 | XLE | BUY | $1K–$15K | $32.81 | $53.84 2026-06-26 | +64.1% |
| 2022-01-28 | SPHB | SELL | $1K–$15K | $72.23 | $150.49 2026-06-26 | -108.3% exit |
| 2022-01-28 | IEUR | BUY | $1K–$15K | $55.29 | $73.99 2026-06-26 | +33.8% |
| 2022-01-28 | FLGB | BUY | $1K–$15K | $25.69 | $35.04 2026-06-26 | +36.4% |
| 2022-01-28 | META | BUY | $1K–$15K | — | — | — |
| 2022-01-28 | EFG | SELL | $1K–$15K | $97.59 | $121.75 2026-06-26 | -24.8% exit |
| 2022-01-28 | AAPL | BUY | $1K–$15K | $170.33 | $283.78 2026-06-26 | +66.6% |
| 2022-01-14 | SPY | BUY | $1K–$15K | $464.72 | $728.99 2026-06-26 | +56.9% |
| 2022-01-14 | LMT | SELL | $1K–$15K | $372.62 | $507.40 2026-06-26 | +55.1% rt |
| 2022-01-14 | HON | SELL | $1K–$15K | $217.65 | $464.42 2026-06-26 | +127.9% rt |
| 2022-01-05 | SPY | SELL | $1K–$15K | $468.38 | $728.99 2026-06-26 | -55.6% exit |
| 2021-12-16 | WRK.V | BUY | $1K–$15K | — | — | — |
| 2021-12-16 | T | BUY | $1K–$15K | $17.91 | $22.72 2026-06-26 | +26.9% |
| 2021-12-16 | TGT | SELL | $1K–$15K | $224.78 | $140.39 2026-06-26 | +107.5% rt |
| 2021-12-16 | SBUX | BUY | $1K–$15K | $113.59 | $104.60 2026-06-26 | -7.9% |
| 2021-12-16 | NOC | SELL | $1K–$15K | $378.72 | $500.03 2026-06-26 | -32.0% exit |
| 2021-12-16 | EOG | BUY | $1K–$15K | $86.19 | $132.60 2026-06-26 | +53.9% |
| 2021-12-16 | BSX | SELL | $1K–$15K | $40.43 | $44.23 2026-06-26 | +5.1% rt |
| 2021-12-14 | WMT | BUY | $1K–$15K | $48.31 | $115.69 2026-06-26 | +139.5% |
| 2021-12-14 | NEE | SELL | $1K–$15K | $90.03 | $88.56 2026-06-26 | +274.2% rt |
| 2021-12-14 | CME | SELL | $1K–$15K | $227.55 | $221.00 2026-06-26 | +2.9% exit |
| 2021-12-09 | T | SELL | $1K–$15K | $17.33 | $22.72 2026-06-26 | -30.2% 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 |
|---|---|
| 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 |