house · trading 2015-01-12 → 2021-10-22
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2020-11-05 | ACB | BUY | $1K–$15K | $62.70 | $2.67 2026-07-13 | -95.7% |
| 2020-10-29 | HUM | BUY | $1K–$15K | $396.75 | $406.00 2026-07-13 | +2.3% |
| 2020-10-15 | MNST | BUY | $1K–$15K | $40.70 | $97.07 2026-07-13 | +138.5% |
| 2020-10-15 | FB | BUY | $1K–$15K | — | — | — |
| 2020-10-05 | PLD | BUY | $1K–$15K | $105.19 | $142.16 2026-07-13 | +35.1% |
| 2020-09-17 | ICE | BUY | $1K–$15K | $99.96 | $137.67 2026-07-13 | +37.7% |
| 2020-09-15 | COP | SELL | $1K–$15K | $33.80 | $112.85 2026-07-13 | +9.7% rt |
| 2020-09-10 | CSCO | SELL | $1K–$15K | $39.57 | $119.25 2026-07-13 | -201.4% exit |
| 2020-09-08 | WMT | SELL | $1K–$15K | $46.15 | $114.78 2026-07-13 | +74.7% rt |
| 2020-09-08 | ROST | BUY | $1K–$15K | $93.59 | $219.46 2026-07-13 | +134.5% |
| 2020-09-08 | LUV | BUY | $1K–$15K | $40.50 | $47.92 2026-07-13 | +18.3% |
| 2020-09-04 | AAPL | SELL | $1K–$15K | $120.96 | $317.31 2026-07-13 | +34.4% rt |
| 2020-09-03 | EBAY | SELL | $1K–$15K | $53.16 | $115.09 2026-07-13 | +0.4% rt |
| 2020-08-27 | CSCO | SELL | $1K–$15K | $42.29 | $119.25 2026-07-13 | -182.0% exit |
| 2020-08-27 | CMS | SELL | $1K–$15K | $59.72 | $75.75 2026-07-13 | +21.2% rt |
| 2020-07-08 | LHCG | SELL | $250K–$500K | — | — | — exit |
| 2020-07-06 | LHCG | SELL | $100K–$250K | — | — | — exit |
| 2020-07-02 | LHCG | SELL | $100K–$250K | — | — | — exit |
| 2020-07-01 | CCI | SELL | $1K–$15K | $171.89 | $79.84 2026-07-13 | +53.5% exit |
| 2020-07-01 | WFC | SELL | $1K–$15K | $25.09 | $87.67 2026-07-13 | -249.4% exit |
| 2020-07-01 | SPGI | BUY | $1K–$15K | $316.48 | $437.84 2026-07-13 | +38.4% |
| 2020-07-01 | NFLX | BUY | $1K–$15K | $48.56 | $73.83 2026-07-13 | +52.0% |
| 2020-07-01 | MCD | SELL | $1K–$15K | $184.66 | $272.61 2026-07-13 | +10.6% rt |
| 2020-07-01 | LIN | BUY | $1K–$15K | $214.77 | $524.06 2026-07-13 | +144.0% |
| 2020-07-01 | GS | BUY | $1K–$15K | $197.57 | $1045.91 2026-07-13 | +429.4% |
| 2020-07-01 | ECL | SELL | $1K–$15K | $200.24 | $271.85 2026-07-13 | -35.8% exit |
| 2020-07-01 | EBAY | BUY | $1K–$15K | $52.96 | $115.09 2026-07-13 | +117.3% |
| 2020-07-01 | CME | SELL | $1K–$15K | $168.90 | $245.10 2026-07-13 | -45.1% exit |
| 2020-07-01 | CCI | BUY | $1K–$15K | $171.89 | $79.84 2026-07-13 | -53.5% |
| 2020-07-01 | CB | BUY | $1K–$15K | $125.66 | $354.74 2026-07-13 | +182.3% |
| 2020-07-01 | APD | SELL | $1K–$15K | $243.75 | $301.96 2026-07-13 | +0.9% rt |
| 2020-06-24 | GOOGL | BUY | $1K–$15K | $71.64 | $352.51 2026-07-13 | +392.1% |
| 2020-06-24 | CMCSA | SELL | $1K–$15K | $36.14 | $23.97 2026-07-13 | +5.5% rt |
| 2020-06-24 | AAPL | BUY | $1K–$15K | $90.02 | $317.31 2026-07-13 | +252.5% |
| 2020-06-18 | TGT | BUY | $1K–$15K | $117.30 | $134.77 2026-07-13 | +14.9% |
| 2020-06-18 | NOC | SELL | $1K–$15K | $317.83 | $541.82 2026-07-13 | -70.5% exit |
| 2020-06-08 | CME | SELL | $1K–$15K | $191.75 | $245.10 2026-07-13 | +43.3% rt |
| 2020-06-01 | AAPL | SELL | $1K–$15K | $80.46 | $317.31 2026-07-13 | +174.3% rt |
| 2020-05-29 | C | SELL | $1K–$15K | $47.91 | $140.71 2026-07-13 | +13.8% rt |
| 2020-05-29 | AMGN | BUY | $1K–$15K | $229.70 | $360.45 2026-07-13 | +56.9% |
| 2020-05-29 | PFE | SELL | $1K–$15K | $36.23 | $24.48 2026-07-13 | +16.8% rt |
| 2020-05-29 | C | BUY | $1K–$15K | $47.91 | $140.71 2026-07-13 | +193.7% |
| 2020-05-29 | APD | BUY | $1K–$15K | $241.65 | $301.96 2026-07-13 | +25.0% |
| 2020-05-29 | AMGN | SELL | $1K–$15K | $229.70 | $360.45 2026-07-13 | 0.0% rt |
| 2020-05-26 | VZ | SELL | $1K–$15K | $54.30 | $42.68 2026-07-13 | +20.5% rt |
| 2020-05-26 | TMUS | BUY | $1K–$15K | $95.57 | $188.41 2026-07-13 | +97.1% |
| 2020-05-18 | XOM | SELL | $1K–$15K | $45.34 | $144.51 2026-07-13 | -218.7% exit |
| 2020-05-14 | EOG | SELL | $1K–$15K | $47.56 | $139.61 2026-07-13 | -49.8% rt |
| 2020-05-05 | DIS | SELL | $1K–$15K | $101.06 | $96.00 2026-07-13 | +5.0% exit |
| 2020-05-05 | XOM | SELL | $1K–$15K | $44.83 | $144.51 2026-07-13 | +18.1% rt |
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 |
|---|---|
| James B. Renacci | 80 · GOOG, JNJ, JPM, MRK, UNH, V |
| SUSAN M COLLINS | 76 · GOOG, JNJ, JPM, MRK, UNH, AIG |
| Sheldon Whitehouse | 73 · JNJ, JPM, MRK, SNDK, UNH, V |
| Shelley M Capito | 70 · GOOG, JNJ, JPM, MRK, UNH, V |
| K. Michael Conaway | 64 · JNJ, JPM, SNDK, UNH, V, ACN |
| Josh Gottheimer | 62 · GOOG, JNJ, JPM, MRK, SNDK, UNH |
| Rohit Khanna | 60 · JPM, V, ACN, AIG, CSCO, GE |
| David A Perdue , Jr | 59 · GOOG, JNJ, JPM, MRK, V, BA |
| Alan S. Lowenthal | 58 · GOOG, JNJ, JPM, MRK, SNDK, UNH |
| Thomas H Tuberville | 57 · GOOG, JNJ, JPM, MRK, V, ACN |
| David P. Roe | 57 · JNJ, JPM, MRK, UNH, V, ACN |
| Robert J. Wittman | 56 · GOOG, JNJ, JPM, MRK, UNH, V |