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 |
|---|---|---|---|---|---|---|
| 2019-08-15 | BLK | SELL | $1K–$15K | $409.30 | $964.71 2026-06-26 | -135.7% exit |
| 2019-08-14 | AXP | BUY | $1K–$15K | $122.65 | $340.36 2026-06-26 | +177.5% |
| 2019-06-10 | SLB | SELL | $1K–$15K | $35.47 | $47.00 2026-06-26 | -56.3% rt |
| 2019-04-17 | AAPL | SELL | $1K–$15K | $50.78 | $283.78 2026-06-26 | +28.8% rt |
| 2019-01-22 | SLB | BUY | $1K–$15K | $43.96 | $47.00 2026-06-26 | +6.9% |
| 2019-01-22 | PM | BUY | $1K–$15K | $72.81 | $180.77 2026-06-26 | +148.3% |
| 2019-01-22 | CVS | BUY | $1K–$15K | $64.92 | $104.34 2026-06-26 | +60.7% |
| 2019-01-10 | PFE | SELL | $1K–$15K | $40.14 | $24.29 2026-06-26 | +27.6% rt |
| 2019-01-08 | PNC | BUY | $1K–$15K | $121.15 | $244.99 2026-06-26 | +102.2% |
| 2018-12-31 | AAPL | BUY | $15K–$50K | $39.44 | $283.78 2026-06-26 | +619.6% |
| 2018-12-19 | PM | SELL | $1K–$15K | $72.04 | $180.77 2026-06-26 | -28.5% rt |
| 2018-12-19 | CVS | SELL | $1K–$15K | $68.59 | $104.34 2026-06-26 | -52.1% exit |
| 2018-11-29 | CVS | exchange | $1K–$15K | $80.00 | $104.34 2026-06-26 | +30.4% |
| 2018-11-29 | AET | exchange | $15K–$50K | $212.70 | $212.70 2018-11-29 | 0.0% |
| 2018-10-31 | PX | exchange | $1K–$15K | — | — | — |
| 2018-10-31 | LIN | exchange | $1K–$15K | $165.47 | $519.62 2026-06-26 | +214.0% |
| 2018-09-11 | AAPL | SELL | $1K–$15K | $55.96 | $283.78 2026-06-26 | +92.5% rt |
| 2018-04-09 | PM | BUY | $1K–$15K | $100.70 | $180.77 2026-06-26 | +79.5% |
| 2018-04-06 | ABBV | SELL | $1K–$15K | $89.78 | $253.35 2026-06-26 | +51.7% rt |
| 2017-10-26 | EXR | SELL | $1K–$15K | $78.70 | $149.21 2026-06-26 | -89.6% exit |
| 2017-07-27 | CMCSA | BUY | $1K–$15K | $36.95 | $23.17 2026-06-26 | -37.3% |
| 2017-01-20 | BDX | BUY | $1K–$15K | $132.14 | $155.92 2026-06-26 | +18.0% |
| 2016-11-01 | AET | SELL | $15K–$50K | $105.82 | $212.70 2018-11-29 | -101.0% exit |
| 2016-09-26 | MAR | exchange | $1K–$15K | $67.15 | $377.31 2026-06-26 | +461.9% |
| 2016-09-26 | HOT | exchange | $1K–$15K | $77.05 | $77.05 2017-03-20 | 0.0% |
| 2016-09-07 | EMC | exchange | $1K–$15K | — | — | — |
| 2016-05-06 | LMT | BUY | $1K–$15K | $240.26 | $507.40 2026-06-26 | +111.2% |
| 2016-05-05 | BA | SELL | $1K–$15K | $132.08 | $217.25 2026-06-26 | -3.1% rt |
| 2016-04-20 | SLB | BUY | $1K–$15K | $81.10 | $47.00 2026-06-26 | -42.0% |
| 2016-01-12 | BMY | SELL | $1K–$15K | $63.44 | $57.52 2026-06-26 | +5.6% rt |
| 2015-10-26 | CVS | SELL | $1K–$15K | $103.47 | $104.34 2026-06-26 | +1.8% rt |
| 2015-09-23 | OIH | BUY | $1K–$15K | $571.80 | $375.55 2026-06-26 | -34.3% |
| 2015-09-23 | ABT | SELL | $1K–$15K | $42.20 | $94.12 2026-06-26 | -123.0% exit |
| 2015-09-15 | WHR | BUY | $1K–$15K | $167.46 | $38.98 2026-06-26 | -76.7% |
| 2015-09-15 | WFC | BUY | $1K–$15K | $53.47 | $83.86 2026-06-26 | +56.8% |
| 2015-09-15 | WEC | BUY | $1K–$15K | $48.27 | $118.85 2026-06-26 | +146.2% |
| 2015-09-15 | VFC | BUY | $1K–$15K | $66.82 | $17.37 2026-06-26 | -74.0% |
| 2015-09-15 | UNP | BUY | $1K–$15K | $87.98 | $268.35 2026-06-26 | +205.0% |
| 2015-09-15 | UNH | BUY | $1K–$15K | $120.03 | $427.89 2026-06-26 | +256.5% |
| 2015-09-15 | T | BUY | $1K–$15K | $24.82 | $22.72 2026-06-26 | -8.5% |
| 2015-09-15 | PSX | BUY | $1K–$15K | $79.21 | $171.65 2026-06-26 | +116.7% |
| 2015-09-15 | PKG | BUY | $1K–$15K | $66.23 | $241.55 2026-06-26 | +264.7% |
| 2015-09-15 | PFE | BUY | $1K–$15K | $31.47 | $24.29 2026-06-26 | -22.8% |
| 2015-09-15 | PEP | BUY | $1K–$15K | $92.06 | $141.39 2026-06-26 | +53.6% |
| 2015-09-15 | NVO | BUY | $1K–$15K | $28.06 | $48.07 2026-06-26 | +71.3% |
| 2015-09-15 | NLSN | BUY | $1K–$15K | — | — | — |
| 2015-09-15 | NEE | BUY | $1K–$15K | $24.06 | $88.56 2026-06-26 | +268.1% |
| 2015-09-15 | MSFT | BUY | $1K–$15K | $43.98 | $372.97 2026-06-26 | +748.0% |
| 2015-09-15 | M | BUY | $1K–$15K | $57.17 | $25.96 2026-06-26 | -54.6% |
| 2015-09-15 | MRSH | BUY | $1K–$15K | — | — | — |
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 |