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 |
|---|---|---|---|---|---|---|
| 2020-12-16 | CWEN | BUY | $1K–$15K | $31.16 | $35.18 2026-06-29 | +12.9% |
| 2020-12-08 | MO | BUY | $15K–$50K | $42.23 | $74.05 2026-06-29 | +75.3% |
| 2020-12-08 | LAND | SELL | $15K–$50K | $14.79 | $8.61 2026-06-29 | -4.5% rt |
| 2020-12-07 | CWEN | SELL | $50K–$100K | $30.84 | $35.18 2026-06-29 | +93.0% rt |
| 2020-11-13 | EPD | BUY | $1K–$15K | $18.51 | $36.66 2026-06-29 | +98.1% |
| 2020-11-10 | CVI | SELL | $15K–$50K | $13.28 | $28.10 2026-06-29 | -57.6% rt |
| 2020-11-02 | T | BUY | $1K–$15K | $20.65 | $21.82 2026-06-29 | +5.7% |
| 2020-10-30 | OLP | BUY | $1K–$15K | $15.43 | $24.64 2026-06-29 | +59.7% |
| 2020-10-12 | MO | BUY | $1K–$15K | $40.45 | $74.05 2026-06-29 | +83.1% |
| 2020-10-09 | GSK | BUY | $1K–$15K | $37.57 | $52.81 2026-06-29 | +40.6% |
| 2020-10-02 | PPL | BUY | $1K–$15K | $28.21 | $36.74 2026-06-29 | +30.2% |
| 2020-09-28 | BP | BUY | $1K–$15K | $18.18 | $37.35 2026-06-29 | +105.5% |
| 2020-09-16 | CWEN | BUY | $1K–$15K | $25.70 | $35.18 2026-06-29 | +36.9% |
| 2020-09-02 | LAND | BUY | $15K–$50K | $15.48 | $8.61 2026-06-29 | -44.4% |
| 2020-09-01 | OLP | BUY | $1K–$15K | $19.03 | $24.64 2026-06-29 | +29.5% |
| 2020-09-01 | NFG | BUY | $50K–$100K | $44.31 | $78.58 2026-06-29 | +77.3% |
| 2020-09-01 | MO | BUY | $50K–$100K | $43.12 | $74.05 2026-06-29 | +71.7% |
| 2020-08-31 | SO | SELL | $100K–$250K | $52.18 | $96.75 2026-06-29 | +10.6% rt |
| 2020-08-31 | DUK | SELL | $100K–$250K | $80.34 | $128.33 2026-06-29 | +12.5% rt |
| 2020-08-28 | WMT | BUY | $50K–$100K | $46.77 | $114.60 2026-06-29 | +145.1% |
| 2020-08-04 | T | BUY | $1K–$15K | $22.67 | $21.82 2026-06-29 | -3.7% |
| 2020-07-31 | OLP | BUY | $1K–$15K | $16.97 | $24.64 2026-06-29 | +45.2% |
| 2020-07-13 | GLD | BUY | $15K–$50K | $169.40 | $368.58 2026-06-29 | +117.6% |
| 2020-07-10 | GSK | BUY | $1K–$15K | $39.91 | $52.81 2026-06-29 | +32.3% |
| 2020-07-02 | PPL | BUY | $1K–$15K | $26.18 | $36.74 2026-06-29 | +40.3% |
| 2020-06-22 | BP | BUY | $1K–$15K | $23.87 | $37.35 2026-06-29 | +56.5% |
| 2020-06-17 | DUK | BUY | $1K–$15K | $86.21 | $128.33 2026-06-29 | +48.9% |
| 2020-06-16 | CWEN | BUY | $1K–$15K | $23.85 | $35.18 2026-06-29 | +47.5% |
| 2020-06-09 | SO | BUY | $1K–$15K | $59.36 | $96.75 2026-06-29 | +63.0% |
| 2020-05-14 | OLP | BUY | $1K–$15K | $13.82 | $24.64 2026-06-29 | +78.3% |
| 2020-05-13 | EPD | BUY | $1K–$15K | $17.01 | $36.66 2026-06-29 | +115.5% |
| 2020-05-05 | MNQFF | BUY | $1K–$15K | $13.05 | $16.17 2026-06-29 | +23.9% |
| 2020-05-04 | T | BUY | $1K–$15K | $22.36 | $21.82 2026-06-29 | -2.4% |
| 2020-04-23 | T | BUY | $1K–$15K | $22.28 | $21.82 2026-06-29 | -2.1% |
| 2020-04-16 | T | BUY | $1K–$15K | $22.78 | $21.82 2026-06-29 | -4.2% |
| 2020-04-15 | OLP | BUY | $1K–$15K | $14.41 | $24.64 2026-06-29 | +71.0% |
| 2020-04-13 | GSK | BUY | $15K–$50K | $38.94 | $52.81 2026-06-29 | +35.6% |
| 2020-04-13 | CVI | BUY | $1K–$15K | $18.40 | $28.10 2026-06-29 | +52.7% |
| 2020-04-09 | OLP | BUY | $1K–$15K | $16.51 | $24.64 2026-06-29 | +49.2% |
| 2020-04-02 | PPL | BUY | $1K–$15K | $22.97 | $36.74 2026-06-29 | +60.0% |
| 2020-03-30 | BP | BUY | $1K–$15K | $23.92 | $37.35 2026-06-29 | +56.1% |
| 2020-03-17 | DUK | BUY | $1K–$15K | $86.00 | $128.33 2026-06-29 | +49.2% |
| 2020-03-17 | CWEN | BUY | $1K–$15K | $19.28 | $35.18 2026-06-29 | +82.5% |
| 2020-03-10 | CVI | BUY | $1K–$15K | $20.66 | $28.10 2026-06-29 | +36.0% |
| 2020-03-09 | SO | BUY | $1K–$15K | $62.16 | $96.75 2026-06-29 | +55.6% |
| 2020-02-13 | EPD | BUY | $1K–$15K | $26.09 | $36.66 2026-06-29 | +40.5% |
| 2020-02-07 | CVI | BUY | $1K–$15K | $33.91 | $28.10 2026-06-29 | -17.1% |
| 2020-02-04 | T | BUY | $1K–$15K | $28.42 | $21.82 2026-06-29 | -23.2% |
| 2020-01-10 | GSK | BUY | $1K–$15K | $46.79 | $52.81 2026-06-29 | +12.9% |
| 2020-01-08 | OLP | BUY | $1K–$15K | $27.42 | $24.64 2026-06-29 | -10.1% |
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 |