house · trading 2014-12-03 → 2026-05-15
*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 |
|---|---|---|---|---|---|---|
| 2026-05-15 | ARLP | BUY | $1K–$15K | $25.13 | $24.48 2026-06-26 | -2.6% |
| 2026-02-13 | ARLP | BUY | $1K–$15K | $25.82 | $24.48 2026-06-26 | -5.2% |
| 2026-01-12 | PSA | SELL | $1K–$15K | $279.20 | $324.39 2026-06-26 | -16.4% rt |
| 2026-01-12 | HTGC | SELL | $50K–$100K | $18.67 | $15.58 2026-06-26 | +20.2% rt |
| 2025-12-30 | EFC | BUY | $1K–$15K | $13.75 | $13.57 2026-06-26 | -1.3% |
| 2025-11-19 | HTGC | BUY | $1K–$15K | $17.42 | $15.58 2026-06-26 | -10.6% |
| 2025-11-17 | ARLP | BUY | $1K–$15K | $24.25 | $24.48 2026-06-26 | +0.9% |
| 2025-11-14 | ARLP | BUY | $1K–$15K | $24.98 | $24.48 2026-06-26 | -2.0% |
| 2025-09-25 | HTGC | SELL | $15K–$50K | $19.10 | $15.58 2026-06-26 | +23.9% rt |
| 2025-09-25 | ARLP | SELL | $1K–$15K | $24.10 | $24.48 2026-06-26 | +36.2% rt |
| 2025-08-19 | HTGC | BUY | $1K–$15K | $19.16 | $15.58 2026-06-26 | -18.7% |
| 2025-08-14 | ARLP | BUY | $1K–$15K | $25.47 | $24.48 2026-06-26 | -3.9% |
| 2025-06-30 | EFC | BUY | $1K–$15K | $12.99 | $13.57 2026-06-26 | +4.5% |
| 2025-06-24 | ET | SELL | $15K–$50K | $17.69 | $19.17 2026-06-26 | +28.9% rt |
| 2025-06-24 | BMY | SELL | $1K–$15K | $47.03 | $57.52 2026-06-26 | -20.8% rt |
| 2025-05-20 | HTGC | BUY | $1K–$15K | $17.86 | $15.58 2026-06-26 | -12.8% |
| 2025-05-15 | ARLP | BUY | $1K–$15K | $26.61 | $24.48 2026-06-26 | -8.0% |
| 2025-03-31 | EFC | BUY | $1K–$15K | $13.26 | $13.57 2026-06-26 | +2.3% |
| 2025-03-07 | PBA | SELL | $50K–$100K | $37.86 | $47.20 2026-06-26 | +15.2% rt |
| 2025-03-07 | FLNG | SELL | $15K–$50K | $21.85 | $29.48 2026-06-26 | -34.3% rt |
| 2025-03-07 | ET | SELL | $50K–$100K | $17.46 | $19.17 2026-06-26 | +26.8% rt |
| 2025-03-07 | ARLP | SELL | $15K–$50K | $24.83 | $24.48 2026-06-26 | +9.9% rt |
| 2025-03-05 | HTGC | BUY | $1K–$15K | $19.09 | $15.58 2026-06-26 | -18.4% |
| 2025-02-19 | ET | BUY | $1K–$15K | $20.12 | $19.17 2026-06-26 | -4.7% |
| 2025-02-14 | ARLP | BUY | $1K–$15K | $26.76 | $24.48 2026-06-26 | -8.5% |
| 2024-12-06 | VIASP | SELL | $50K–$100K | $22.14 | $25.58 2026-06-26 | -13.0% rt |
| 2024-12-06 | PSA | BUY | $1K–$15K | $334.00 | $324.39 2026-06-26 | -2.9% |
| 2024-12-06 | PBA | SELL | $50K–$100K | $39.44 | $47.20 2026-06-26 | +15.1% rt |
| 2024-12-06 | JNJ | BUY | $1K–$15K | $149.31 | $254.66 2026-06-26 | +70.6% |
| 2024-12-06 | FLNG | SELL | $15K–$50K | $21.93 | $29.48 2026-06-26 | -28.0% rt |
| 2024-12-06 | ET | SELL | $15K–$50K | $19.26 | $19.17 2026-06-26 | +38.6% rt |
| 2024-12-06 | DUK | BUY | $1K–$15K | $112.10 | $128.40 2026-06-26 | +14.5% |
| 2024-12-06 | BMY | BUY | $1K–$15K | $59.38 | $57.52 2026-06-26 | -3.1% |
| 2024-12-06 | ASC | SELL | $15K–$50K | $11.33 | $15.12 2026-06-26 | -30.4% rt |
| 2024-12-06 | ARLP | SELL | $15K–$50K | $26.47 | $24.48 2026-06-26 | +17.6% rt |
| 2024-12-06 | AMGN | BUY | $1K–$15K | $272.58 | $358.33 2026-06-26 | +31.5% |
| 2024-12-06 | AEP | BUY | $1K–$15K | $95.85 | $138.69 2026-06-26 | +44.7% |
| 2024-12-06 | ABBV | BUY | $1K–$15K | $176.19 | $253.35 2026-06-26 | +43.8% |
| 2024-11-20 | HTGC | BUY | $1K–$15K | $18.82 | $15.58 2026-06-26 | -17.2% |
| 2024-11-19 | ET | BUY | $1K–$15K | $17.96 | $19.17 2026-06-26 | +6.7% |
| 2024-11-14 | ARLP | BUY | $1K–$15K | $27.06 | $24.48 2026-06-26 | -9.5% |
| 2024-10-23 | HTGC | BUY | $15K–$50K | $19.86 | $15.58 2026-06-26 | -21.6% |
| 2024-09-30 | EFC | BUY | $1K–$15K | $12.89 | $13.57 2026-06-26 | +5.3% |
| 2024-08-20 | HTGC | BUY | $1K–$15K | $18.27 | $15.58 2026-06-26 | -14.7% |
| 2024-08-19 | ET | BUY | $1K–$15K | $16.30 | $19.17 2026-06-26 | +17.6% |
| 2024-08-14 | ARLP | BUY | $1K–$15K | $23.20 | $24.48 2026-06-26 | +5.5% |
| 2024-07-11 | ASC | BUY | $1K–$15K | $19.94 | $15.12 2026-06-26 | -24.2% |
| 2024-07-09 | ASC | BUY | $1K–$15K | $20.00 | $15.12 2026-06-26 | -24.4% |
| 2024-07-08 | ASC | BUY | $1K–$15K | $20.39 | $15.12 2026-06-26 | -25.9% |
| 2024-05-21 | HTGC | BUY | $1K–$15K | $19.64 | $15.58 2026-06-26 | -20.7% |
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 |
|---|---|
| David A Perdue , Jr | 37 · ABBV, AM, BMY, BP, BPL, CAT |
| Hon. James B. Renacci | 30 · ABBV, ABT, AMGN, BMY, BTI, CAG |
| Thomas H Tuberville | 29 · AA, ABBV, ADM, AMGN, AVGO, BMY |
| Thomas R Carper | 27 · ABBV, ABT, BMY, BP, CAG, CWEN |
| Hon. Kenny Marchant | 25 · AA, ABBV, ABT, AEP, AHT, BMY |
| Hon. K. Michael Conaway | 24 · ABBV, ABT, ADM, AEP, BMY, DUK |
| Susan M Collins | 24 · AEP, AMGN, BGS, BMY, CAT, DUK |
| Sheldon Whitehouse | 22 · ABBV, ABT, AMGN, BMY, CAG, CAT |
| Hon. Robert J. Wittman | 22 · ABBV, ABT, AVGO, BMY, CAT, DUK |
| Hon. David P. Roe | 22 · ABBV, AEP, AMGN, BP, CBRL, CNP |
| Hon. Debbie Dingell | 22 · ABBV, ABT, AMGN, CAT, DUK, EPD |
| Shelley M Capito | 21 · ABT, AMGN, AVGO, BMY, DUK, F |