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 | $42.34 2026-08-27 | +9.5% |
| 2018-12-13 | PKI | BUY | $1K–$15K | — | — | — |
| 2018-12-12 | SRCE | BUY | $1K–$15K | $45.21 | $86.49 2026-08-27 | +91.3% |
| 2018-12-11 | JEC | BUY | $1K–$15K | — | — | — |
| 2018-12-11 | COST | BUY | $1K–$15K | $226.50 | $934.66 2026-08-27 | +312.6% |
| 2018-12-11 | CDW | BUY | $1K–$15K | $90.79 | $148.97 2026-08-27 | +64.1% |
| 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 | $9.31 2026-08-27 | -31.8% |
| 2018-05-02 | PKI | BUY | $1K–$15K | — | — | — |
| 2018-05-02 | MWA | BUY | $1K–$15K | $9.80 | $24.72 2026-08-27 | +152.2% |
| 2018-05-02 | ANSS | BUY | $1K–$15K | — | — | — |
| 2018-05-01 | GSK | BUY | $1K–$15K | $40.04 | $50.27 2026-08-27 | +25.6% |
| 2018-05-01 | BIO | BUY | $1K–$15K | $253.25 | $389.94 2026-08-27 | +54.0% |
| 2018-01-22 | GSK | BUY | $1K–$15K | $38.56 | $50.27 2026-08-27 | +30.4% |
| 2018-01-11 | DENT | BUY | $1K–$15K | — | — | — |
| 2018-01-10 | SSNC | BUY | $1K–$15K | $47.69 | $83.47 2026-08-27 | +75.0% |
| 2018-01-09 | SIG | BUY | $1K–$15K | $56.59 | $81.84 2026-08-27 | +44.6% |
| 2018-01-09 | GODD | BUY | $1K–$15K | — | — | — |
| 2018-01-08 | SSNC | BUY | $1K–$15K | $42.21 | $83.47 2026-08-27 | +97.8% |
| 2018-01-03 | WAB | BUY | $1K–$15K | $82.26 | $297.28 2026-08-27 | +261.4% |
| 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 | $58.23 2026-08-27 | -3.3% |
| 2017-12-20 | MMM | BUY | $1K–$15K | $198.09 | $178.83 2026-08-27 | -9.7% |
| 2017-12-19 | DENT | BUY | $1K–$15K | — | — | — |
| 2017-08-09 | GDDY | BUY | $1K–$15K | $44.00 | $96.98 2026-08-27 | +120.4% |
| 2017-08-09 | DENT | BUY | $1K–$15K | — | — | — |
| 2017-08-08 | PKI | BUY | $1K–$15K | — | — | — |
| 2017-08-08 | G | BUY | $1K–$15K | $29.71 | $37.53 2026-08-27 | +26.3% |
| 2017-08-02 | ROL | BUY | $1K–$15K | $19.33 | $35.94 2026-08-27 | +85.9% |
| 2017-08-01 | VNTV | BUY | $1K–$15K | — | — | — |
| 2017-08-01 | BGFV | BUY | $1K–$15K | — | — | — |
| 2017-07-31 | GDDY | SELL | $1K–$15K | $42.98 | $96.98 2026-08-27 | +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 | $96.98 2026-08-27 | +131.8% |
| 2017-05-18 | GSK | BUY | $1K–$15K | $43.24 | $50.27 2026-08-27 | +16.3% |
| 2017-04-06 | FHS | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | WBA | BUY | $1K–$15K | — | — | — |
| 2017-04-05 | WAT | BUY | $1K–$15K | $155.37 | $421.26 2026-08-27 | +171.1% |
| 2017-04-05 | IDXX | BUY | $1K–$15K | $154.72 | $545.08 2026-08-27 | +252.3% |
| 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 | $59.25 2026-08-27 | +144.8% |
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 | 10 · GSK, SIG, WFM, ANSS, WBA, WLL |
| Thomas H Tuberville | 8 · GSK, PAYX, IDXX, WAT, WBA, MMM |
| Gilbert Cisneros | 7 · IDXX, WBA, GDDY, PKI, SSNC, WAB |
| 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 |
| Alan Armstrong | 5 · PAYX, GDDY, MMM, WAB, 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 |