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 |
|---|---|---|---|---|---|---|
| 2021-04-05 | PPL | BUY | $1K–$15K | $28.81 | $36.74 2026-06-29 | +27.5% |
| 2021-03-31 | BTI | BUY | $1K–$15K | $38.74 | $62.74 2026-06-29 | +62.0% |
| 2021-03-30 | SIRE | BUY | $15K–$50K | — | — | — |
| 2021-03-29 | BTI | BUY | $15K–$50K | $39.61 | $62.74 2026-06-29 | +58.4% |
| 2021-03-29 | BP | BUY | $1K–$15K | $25.18 | $37.35 2026-06-29 | +48.3% |
| 2021-03-28 | TSN | SELL | $15K–$50K | $75.98 | $58.65 2026-06-29 | +22.8% exit |
| 2021-03-28 | R | BUY | $15K–$50K | $76.45 | $264.50 2026-06-29 | +246.0% |
| 2021-03-28 | FLO | SELL | $50K–$100K | $24.18 | $8.05 2026-06-29 | +66.7% exit |
| 2021-03-28 | CAG | SELL | $50K–$100K | $38.50 | $13.98 2026-06-29 | +11.1% rt |
| 2021-03-26 | WMT | SELL | $15K–$50K | $45.04 | $114.60 2026-06-29 | -3.7% rt |
| 2021-03-24 | CPXWF | BUY | $1K–$15K | $28.56 | $52.65 2026-06-29 | +84.3% |
| 2021-03-23 | PM | SELL | $100K–$250K | $88.05 | $182.87 2026-06-29 | +3.0% rt |
| 2021-03-23 | CWEN | BUY | $50K–$100K | $26.33 | $35.18 2026-06-29 | +33.6% |
| 2021-03-23 | CPXWF | BUY | $15K–$50K | $28.82 | $52.65 2026-06-29 | +82.7% |
| 2021-03-22 | GIS | SELL | $50K–$100K | $61.45 | $36.38 2026-06-29 | +40.8% exit |
| 2021-03-21 | CPXWF | BUY | $15K–$50K | $28.82 | $52.65 2026-06-29 | +82.7% |
| 2021-03-16 | CWEN | BUY | $1K–$15K | $28.32 | $35.18 2026-06-29 | +24.2% |
| 2021-03-14 | PPL | SELL | $100K–$250K | $27.71 | $36.74 2026-06-29 | -2.1% rt |
| 2021-03-10 | XOM | BUY | $1K–$15K | $61.77 | $136.06 2026-06-29 | +120.3% |
| 2021-03-08 | HTGC | BUY | $1K–$15K | $15.53 | $15.88 2026-06-29 | +2.3% |
| 2021-03-08 | HCRB | SELL | $15K–$50K | $40.53 | $35.13 2026-06-29 | +13.3% exit |
| 2021-03-08 | FHLC | SELL | $15K–$50K | $57.00 | $78.12 2026-06-29 | -37.0% exit |
| 2021-03-08 | CPXWF | BUY | $15K–$50K | $27.17 | $52.65 2026-06-29 | +93.8% |
| 2021-03-07 | ORI | BUY | $1K–$15K | $20.66 | $41.49 2026-06-29 | +100.8% |
| 2021-03-07 | HTGC | BUY | $15K–$50K | $15.41 | $15.88 2026-06-29 | +3.0% |
| 2021-03-07 | AEG | SELL | $15K–$50K | $4.90 | $8.37 2026-06-29 | -70.8% exit |
| 2021-03-04 | HTGC | BUY | $15K–$50K | $16.29 | $15.88 2026-06-29 | -2.5% |
| 2021-03-04 | CAG | BUY | $1K–$15K | $34.67 | $13.98 2026-06-29 | -59.7% |
| 2021-02-26 | PM | BUY | $15K–$50K | $84.02 | $182.87 2026-06-29 | +117.7% |
| 2021-02-23 | PAA | BUY | $15K–$50K | $8.52 | $22.12 2026-06-29 | +159.6% |
| 2021-02-19 | PM | BUY | $15K–$50K | $85.45 | $182.87 2026-06-29 | +114.0% |
| 2021-02-19 | ILPT | BUY | $1K–$15K | $21.49 | $9.36 2026-06-29 | -56.4% |
| 2021-02-18 | TPCO | BUY | $15K–$50K | — | — | — |
| 2021-02-18 | ILPT | BUY | $15K–$50K | $21.55 | $9.36 2026-06-29 | -56.6% |
| 2021-02-18 | AM | BUY | $15K–$50K | $8.02 | $22.80 2026-06-29 | +184.3% |
| 2021-02-12 | EPD | BUY | $1K–$15K | $21.79 | $36.66 2026-06-29 | +68.2% |
| 2021-02-10 | PAA | BUY | $15K–$50K | $8.39 | $22.12 2026-06-29 | +163.7% |
| 2021-02-10 | EPD | BUY | $1K–$15K | $21.43 | $36.66 2026-06-29 | +71.1% |
| 2021-02-08 | T | BUY | $1K–$15K | $21.73 | $21.82 2026-06-29 | +0.4% |
| 2021-02-02 | T | BUY | $1K–$15K | $21.56 | $21.82 2026-06-29 | +1.2% |
| 2021-02-01 | MO | BUY | $1K–$15K | $40.77 | $74.05 2026-06-29 | +81.6% |
| 2021-01-15 | GSK | BUY | $1K–$15K | $38.47 | $52.81 2026-06-29 | +37.3% |
| 2021-01-12 | MO | BUY | $1K–$15K | $40.93 | $74.05 2026-06-29 | +80.9% |
| 2021-01-08 | OLP | BUY | $1K–$15K | $19.83 | $24.64 2026-06-29 | +24.3% |
| 2021-01-05 | PPL | BUY | $1K–$15K | $27.61 | $36.74 2026-06-29 | +33.1% |
| 2020-12-29 | MO | BUY | $1K–$15K | $40.73 | $74.05 2026-06-29 | +81.8% |
| 2020-12-22 | OLP | BUY | $15K–$50K | $19.21 | $24.64 2026-06-29 | +28.3% |
| 2020-12-21 | BP | BUY | $1K–$15K | $20.68 | $37.35 2026-06-29 | +80.6% |
| 2020-12-18 | T | BUY | $1K–$15K | $22.21 | $21.82 2026-06-29 | -1.7% |
| 2020-12-17 | T | BUY | $15K–$50K | $22.37 | $21.82 2026-06-29 | -2.5% |
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 |
|---|---|
| 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 |