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 |
|---|---|---|---|---|---|---|
| 2023-09-21 | HTGC | BUY | $1K–$15K | $16.24 | $15.58 2026-06-26 | -4.1% |
| 2023-09-19 | CRT | BUY | $1K–$15K | $20.96 | $9.03 2026-06-26 | -56.9% |
| 2023-09-18 | VGR | BUY | $1K–$15K | — | — | — |
| 2023-09-18 | GPP | SELL | $15K–$50K | — | — | — exit |
| 2023-08-29 | TAK | SELL | $15K–$50K | $15.35 | $15.91 2026-06-26 | +15.6% rt |
| 2023-08-16 | ARLP | BUY | $1K–$15K | $19.98 | $24.48 2026-06-26 | +22.5% |
| 2023-08-02 | T | BUY | $1K–$15K | $14.35 | $22.72 2026-06-26 | +58.3% |
| 2023-07-11 | MO | BUY | $1K–$15K | $45.64 | $73.79 2026-06-26 | +61.7% |
| 2023-06-30 | VGR | BUY | $1K–$15K | — | — | — |
| 2023-05-26 | SIRE | SELL | $50K–$100K | — | — | — exit |
| 2023-05-19 | SIRE | BUY | $1K–$15K | — | — | — |
| 2023-05-17 | GPP | BUY | $1K–$15K | — | — | — |
| 2023-05-17 | CRT | BUY | $1K–$15K | $19.80 | $9.03 2026-06-26 | -54.4% |
| 2023-05-16 | FLNG | BUY | $1K–$15K | $30.49 | $29.48 2026-06-26 | -3.3% |
| 2023-05-16 | ARLP | BUY | $1K–$15K | $18.62 | $24.48 2026-06-26 | +31.5% |
| 2023-05-10 | ARLP | BUY | $1K–$15K | $18.71 | $24.48 2026-06-26 | +30.8% |
| 2023-05-08 | ARLP | BUY | $1K–$15K | $19.11 | $24.48 2026-06-26 | +28.1% |
| 2023-05-01 | MO | BUY | $1K–$15K | $47.78 | $73.79 2026-06-26 | +54.4% |
| 2023-05-01 | CRT | BUY | $1K–$15K | $19.32 | $9.03 2026-06-26 | -53.3% |
| 2023-03-31 | VGR | BUY | $1K–$15K | — | — | — |
| 2023-03-24 | PAA | BUY | $15K–$50K | $11.54 | $21.85 2026-06-26 | +89.3% |
| 2023-03-22 | VIASP | BUY | $1K–$15K | $22.94 | $25.58 2026-06-26 | +11.5% |
| 2023-03-10 | ARLP | BUY | $1K–$15K | $19.23 | $24.48 2026-06-26 | +27.3% |
| 2023-03-08 | SCHD | SELL | $50K–$100K | $24.75 | $32.09 2026-06-26 | -29.7% exit |
| 2023-03-07 | VGR | BUY | $1K–$15K | — | — | — |
| 2023-03-07 | BCC | SELL | $15K–$50K | $66.67 | $81.02 2026-06-26 | -6.3% rt |
| 2023-03-02 | PFF | SELL | $50K–$100K | $32.23 | $30.36 2026-06-26 | +2.1% rt |
| 2023-03-02 | BCC | BUY | $1K–$15K | $69.00 | $81.02 2026-06-26 | +17.4% |
| 2023-03-01 | K | SELL | $50K–$100K | — | — | — exit |
| 2023-03-01 | GSK | SELL | $50K–$100K | $34.26 | $52.50 2026-06-26 | -15.5% rt |
| 2023-02-24 | SIRE | BUY | $1K–$15K | — | — | — |
| 2023-02-24 | BCC | BUY | $15K–$50K | $71.16 | $81.02 2026-06-26 | +13.9% |
| 2023-02-21 | MRO | SELL | $15K–$50K | — | — | — exit |
| 2023-02-16 | TAK | BUY | $1K–$15K | $15.56 | $15.91 2026-06-26 | +2.3% |
| 2023-02-16 | CF | SELL | $15K–$50K | $85.31 | $105.70 2026-06-26 | -16.7% rt |
| 2023-02-15 | FLNG | BUY | $1K–$15K | $34.60 | $29.48 2026-06-26 | -14.8% |
| 2023-02-15 | ARLP | BUY | $1K–$15K | $21.54 | $24.48 2026-06-26 | +13.7% |
| 2023-02-01 | T | BUY | $1K–$15K | $20.18 | $22.72 2026-06-26 | +12.6% |
| 2023-01-17 | MO | BUY | $1K–$15K | $45.16 | $73.79 2026-06-26 | +63.4% |
| 2023-01-04 | FLNG | BUY | $1K–$15K | $30.15 | $29.48 2026-06-26 | -2.2% |
| 2022-12-30 | VGR | BUY | $1K–$15K | — | — | — |
| 2022-12-30 | HESM | SELL | $50K–$100K | — | — | — exit |
| 2022-12-09 | VIASP | BUY | $1K–$15K | $24.39 | $25.58 2026-06-26 | +4.9% |
| 2022-12-09 | PFF | BUY | $15K–$50K | $31.28 | $30.36 2026-06-26 | -2.9% |
| 2022-12-09 | ARLP | BUY | $1K–$15K | $21.26 | $24.48 2026-06-26 | +15.2% |
| 2022-12-08 | PFF | BUY | $1K–$15K | $31.58 | $30.36 2026-06-26 | -3.9% |
| 2022-12-06 | MO | BUY | $50K–$100K | $46.21 | $73.79 2026-06-26 | +59.7% |
| 2022-12-05 | MRO | BUY | $1K–$15K | — | — | — |
| 2022-11-28 | MRO | BUY | $1K–$15K | — | — | — |
| 2022-11-21 | MRO | BUY | $15K–$50K | — | — | — |
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 |