house · trading 2015-04-30 → 2018-12-14
*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 |
|---|---|---|---|---|---|---|
| 2018-12-14 | BP | exchange | $1K–$15K | $38.66 | $40.83 2026-07-13 | +5.6% |
| 2018-12-13 | PKI | BUY | $1K–$15K | — | — | — |
| 2018-12-12 | SRCE | BUY | $1K–$15K | $45.21 | $81.74 2026-07-13 | +80.8% |
| 2018-12-11 | JEC | BUY | $1K–$15K | — | — | — |
| 2018-12-11 | COST | BUY | $1K–$15K | $226.50 | $926.43 2026-07-13 | +309.0% |
| 2018-12-11 | CDW | BUY | $1K–$15K | $90.79 | $144.36 2026-07-13 | +59.0% |
| 2018-05-04 | WDP | BUY | $1K–$15K | $103.53 | $103.53 2017-03-20 | 0.0% |
| 2018-05-04 | LIVE | BUY | $1K–$15K | $13.66 | $11.04 2026-07-13 | -19.2% |
| 2018-05-02 | PKI | BUY | $1K–$15K | — | — | — |
| 2018-05-02 | MWA | BUY | $1K–$15K | $9.80 | $24.60 2026-07-13 | +151.0% |
| 2018-05-02 | ANSS | BUY | $1K–$15K | — | — | — |
| 2018-05-01 | GSK | BUY | $1K–$15K | $40.04 | $52.29 2026-07-13 | +30.6% |
| 2018-05-01 | BIO | BUY | $1K–$15K | $253.25 | $297.58 2026-07-13 | +17.5% |
| 2018-01-22 | GSK | BUY | $1K–$15K | $38.56 | $52.29 2026-07-13 | +35.6% |
| 2018-01-11 | DENT | BUY | $1K–$15K | — | — | — |
| 2018-01-10 | SSNC | BUY | $1K–$15K | $47.69 | $68.06 2026-07-13 | +42.7% |
| 2018-01-09 | SIG | BUY | $1K–$15K | $56.59 | $84.60 2026-07-13 | +49.5% |
| 2018-01-09 | GODD | BUY | $1K–$15K | — | — | — |
| 2018-01-08 | SSNC | BUY | $1K–$15K | $42.21 | $68.06 2026-07-13 | +61.2% |
| 2018-01-03 | WAB | BUY | $1K–$15K | $82.26 | $260.86 2026-07-13 | +217.1% |
| 2018-01-03 | DENT | BUY | $1K–$15K | — | — | — |
| 2017-12-22 | CFC | BUY | $1K–$15K | $82.00 | $102.50 2019-11-27 | +25.0% |
| 2017-12-21 | PACW | BUY | $1K–$15K | — | — | — |
| 2017-12-20 | WABC | BUY | $1K–$15K | $60.22 | $58.62 2026-07-13 | -2.7% |
| 2017-12-20 | MMM | BUY | $1K–$15K | $198.09 | $157.70 2026-07-13 | -20.4% |
| 2017-12-19 | DENT | BUY | $1K–$15K | — | — | — |
| 2017-08-09 | GDDY | BUY | $1K–$15K | $44.00 | $90.86 2026-07-13 | +106.5% |
| 2017-08-09 | DENT | BUY | $1K–$15K | — | — | — |
| 2017-08-08 | PKI | BUY | $1K–$15K | — | — | — |
| 2017-08-08 | G | BUY | $1K–$15K | $29.71 | $30.48 2026-07-13 | +2.6% |
| 2017-08-02 | ROL | BUY | $1K–$15K | $19.33 | $44.92 2026-07-13 | +132.4% |
| 2017-08-01 | VNTV | BUY | $1K–$15K | — | — | — |
| 2017-08-01 | BGFV | BUY | $1K–$15K | — | — | — |
| 2017-07-31 | GDDY | SELL | $1K–$15K | $42.98 | $90.86 2026-07-13 | +2.7% rt |
| 2017-07-10 | WFM | BUY | $1K–$15K | — | — | — |
| 2017-07-10 | WBT | BUY | $1K–$15K | — | — | — |
| 2017-07-06 | WBT | BUY | $1K–$15K | — | — | — |
| 2017-07-05 | VNTV | BUY | $1K–$15K | — | — | — |
| 2017-07-03 | WBT | BUY | $1K–$15K | — | — | — |
| 2017-07-03 | GDDY | BUY | $1K–$15K | $41.84 | $90.86 2026-07-13 | +117.2% |
| 2017-05-18 | GSK | BUY | $1K–$15K | $43.24 | $52.29 2026-07-13 | +20.9% |
| 2017-04-06 | FHS | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | WBA | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | WAT | BUY | $1K–$15K | $155.37 | $373.22 2026-07-13 | +140.2% |
| 2017-04-05 | IDXX | BUY | $1K–$15K | $154.72 | $564.21 2026-07-13 | +264.7% |
| 2017-04-05 | CEI | BUY | $1K–$15K | — | — | — |
| 2017-04-04 | WLL | BUY | $1K–$15K | — | — | — |
| 2017-04-03 | AMETEK | BUY | $1K–$15K | — | — | — |
| 2017-03-15 | VNTV | BUY | $1K–$15K | — | — | — |
| 2017-03-15 | BRKR | BUY | $1K–$15K | $24.20 | $58.97 2026-07-13 | +143.7% |
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 | 11 · GSK, SIG, WFM, ANSS, WBA, WLL |
| Gilbert Cisneros | 8 · ANSS, IDXX, WBA, GDDY, PKI, SSNC |
| Thomas H Tuberville | 7 · GSK, PAYX, IDXX, WAT, WBA, MMM |
| Rohit Khanna | 6 · GSK, ORA, IDXX, WBA, MMM, WAB |
| David A Perdue , Jr | 5 · WFM, WBA, PKI, BP, COST |
| Shelley M Capito | 5 · PAYX, GDDY, MMM, WAB, COST |
| Lamar Smith | 5 · IDXX, VNTV, G, WAB, COST |
| Kurt Schrader | 5 · GSK, BGFV, BIO, CDW, COST |
| Susie Lee | 5 · GDDY, SSNC, BIO, BP, CDW |
| Mike Kelly | 5 · GSK, MMM, BIO, BP, COST |
| April McClain Delaney | 5 · PAYX, IDXX, ROL, WAB, CDW |
| Lois Frankel | 4 · WAT, MMM, SSNC, BIO |