house · trading 2015-08-11 → 2019-11-21
*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 |
|---|---|---|---|---|---|---|
| 2019-11-21 | GD | BUY | $1K–$15K | $182.95 | $380.06 2026-08-27 | +107.7% |
| 2019-11-07 | TOY | BUY | $1K–$15K | — | — | — |
| 2019-11-07 | GD | BUY | $1K–$15K | $182.95 | $380.06 2026-08-27 | +107.7% |
| 2019-09-15 | ON | BUY | $1K–$15K | $20.12 | $74.80 2026-08-27 | +271.8% |
| 2019-09-02 | COST | SELL | $1K–$15K | $294.76 | $934.66 2026-08-27 | +8.6% rt |
| 2019-09-02 | AMZN | SELL | $1K–$15K | $88.81 | $256.26 2026-08-27 | -0.5% rt |
| 2019-09-02 | AAPL | SELL | $1K–$15K | $52.19 | $314.58 2026-08-27 | +88.1% rt |
| 2019-08-15 | ZTS | BUY | $1K–$15K | $123.68 | $75.02 2026-08-27 | -39.3% |
| 2019-08-15 | TMO | BUY | $1K–$15K | $273.31 | $630.70 2026-08-27 | +130.8% |
| 2019-08-15 | TE | BUY | $1K–$15K | — | — | — |
| 2019-08-15 | SBUX | BUY | $1K–$15K | $95.53 | $107.26 2026-08-27 | +12.3% |
| 2019-08-15 | MCD | BUY | $1K–$15K | $218.27 | $260.06 2026-08-27 | +19.1% |
| 2019-08-15 | KMI | BUY | $1K–$15K | $19.88 | $31.54 2026-08-27 | +58.6% |
| 2019-08-15 | JPM | BUY | $1K–$15K | $105.20 | $354.22 2026-08-27 | +236.7% |
| 2019-08-15 | HD | BUY | $1K–$15K | $201.79 | $328.61 2026-08-27 | +62.9% |
| 2019-08-15 | FISV | BUY | $1K–$15K | $105.49 | $52.58 2026-08-27 | -50.2% |
| 2019-08-15 | DHR | BUY | $1K–$15K | $121.62 | $215.68 2026-08-27 | +77.3% |
| 2019-08-15 | COST | BUY | $1K–$15K | $271.52 | $934.66 2026-08-27 | +244.2% |
| 2019-08-12 | COST | BUY | $1K–$15K | $271.31 | $934.66 2026-08-27 | +244.5% |
| 2019-08-12 | AMZN | BUY | $1K–$15K | $89.25 | $256.26 2026-08-27 | +187.1% |
| 2019-08-12 | AAPL | BUY | $1K–$15K | $50.12 | $314.58 2026-08-27 | +527.6% |
| 2019-08-01 | UNH | BUY | $1K–$15K | $249.25 | $395.05 2026-08-27 | +58.5% |
| 2018-08-01 | C | BUY | $1K–$15K | $71.93 | $132.68 2026-08-27 | +84.5% |
| 2018-08-01 | APH | BUY | $1K–$15K | $23.34 | $161.38 2026-08-27 | +591.3% |
| 2018-08-01 | ADBE | BUY | $1K–$15K | $248.01 | $289.15 2026-08-27 | +16.6% |
| 2018-08-01 | AAPL | BUY | $1K–$15K | $50.38 | $314.58 2026-08-27 | +524.5% |
| 2018-02-05 | SSNC | BUY | $1K–$15K | $47.34 | $83.47 2026-08-27 | +76.3% |
| 2018-01-16 | STZ | BUY | $1K–$15K | $217.76 | $131.43 2026-08-27 | -39.6% |
| 2017-12-21 | BUD | BUY | $1K–$15K | $111.35 | $79.10 2026-08-27 | -29.0% |
| 2017-05-24 | ALX | BUY | $1K–$15K | $409.92 | $270.85 2026-08-27 | -33.9% |
| 2017-05-17 | GE | BUY | $1K–$15K | $131.36 | $342.73 2026-08-27 | +160.9% |
| 2016-11-16 | HD | BUY | $1K–$15K | $125.33 | $328.61 2026-08-27 | +162.2% |
| 2016-11-16 | CL | BUY | $1K–$15K | $66.74 | $90.96 2026-08-27 | +36.3% |
| 2016-11-10 | RBC | BUY | $1K–$15K | $78.48 | $509.00 2026-08-27 | +548.6% |
| 2016-11-10 | ADBE | BUY | $1K–$15K | $104.08 | $289.15 2026-08-27 | +177.8% |
| 2016-04-07 | NLSN | BUY | $1K–$15K | — | — | — |
| 2016-04-07 | JPM | BUY | $1K–$15K | $57.32 | $354.22 2026-08-27 | +518.0% |
| 2016-04-07 | DIS | BUY | $1K–$15K | $96.16 | $106.82 2026-08-27 | +11.1% |
| 2016-04-07 | PG | SELL | $1K–$15K | $83.24 | $143.14 2026-08-27 | -72.0% exit |
| 2016-04-07 | NLSN | BUY | $1K–$15K | — | — | — |
| 2016-04-07 | JPM | SELL | $1K–$15K | $57.32 | $354.22 2026-08-27 | -518.0% exit |
| 2016-04-07 | DIS | SELL | $1K–$15K | $96.16 | $106.82 2026-08-27 | 0.0% rt |
| 2016-04-06 | AAPL | BUY | $1K–$15K | $27.74 | $314.58 2026-08-27 | +1034.0% |
| 2015-08-26 | LVMUY | SELL | $1K–$15K | $33.78 | $104.18 2026-08-27 | -7.5% rt |
| 2015-08-26 | LVMUY | BUY | $1K–$15K | $33.78 | $104.18 2026-08-27 | +208.4% |
| 2015-08-11 | LVMUY | BUY | $1K–$15K | $36.53 | $104.18 2026-08-27 | +185.2% |
| 2015-08-11 | CVS | BUY | $1K–$15K | $108.08 | $92.92 2026-08-27 | -14.0% |
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 | 23 · GD, CVS, DIS, JPM, NLSN, AAPL |
| Alan Armstrong | 23 · GD, CVS, LVMUY, DIS, JPM, PG |
| Sheldon Whitehouse | 18 · CVS, DIS, JPM, PG, AAPL, CL |
| SUSAN M COLLINS | 18 · CVS, DIS, JPM, PG, AAPL, HD |
| Josh Gottheimer | 17 · GD, LVMUY, JPM, AAPL, ADBE, HD |
| David P. Roe | 17 · GD, CVS, DIS, JPM, PG, AAPL |
| Alan S. Lowenthal | 16 · GD, CVS, DIS, JPM, PG, AAPL |
| Shelley M Capito | 16 · GD, LVMUY, JPM, PG, AAPL, CL |
| Rohit Khanna | 16 · DIS, JPM, PG, AAPL, ADBE, CL |
| John A. Yarmuth | 16 · GD, CVS, DIS, JPM, PG, AAPL |
| Robert J. Wittman | 16 · CVS, DIS, JPM, NLSN, PG, AAPL |
| Kurt Schrader | 15 · GD, DIS, JPM, PG, AAPL, ADBE |