house · trading 2019-11-12 → 2025-06-23
*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 |
|---|---|---|---|---|---|---|
| 2025-06-23 | OGVXX | SELL | $1.0M–$5.0M | — | — | — exit |
| 2025-06-23 | FNSXX | SELL | $15K–$50K | — | — | — exit |
| 2025-06-03 | SMCWX | SELL | $500K–$1.0M | $69.04 | $84.46 2026-08-27 | -22.3% exit |
| 2025-06-03 | OGVXX | BUY | $1.0M–$5.0M | — | — | — |
| 2025-06-03 | MSFT | SELL | $250K–$500K | $462.97 | $505.06 2026-08-27 | -9.1% exit |
| 2025-06-03 | GOOG | SELL | $250K–$500K | $167.71 | $337.71 2026-08-27 | -101.4% exit |
| 2025-06-03 | GOOGL | SELL | $1.0M–$5.0M | $166.18 | $340.65 2026-08-27 | -105.0% exit |
| 2025-06-03 | CWGIX | SELL | $250K–$500K | $68.56 | $83.21 2026-08-27 | -21.4% exit |
| 2025-06-03 | AIVSX | SELL | $250K–$500K | $60.67 | $69.61 2026-08-27 | -14.7% exit |
| 2025-06-03 | AGTHX | SELL | $500K–$1.0M | $77.77 | $88.96 2026-08-27 | -14.4% exit |
| 2025-06-03 | AEPGX | SELL | $250K–$500K | $60.22 | $65.39 2026-08-27 | -8.6% exit |
| 2022-11-29 | CLR | SELL | $15K–$50K | — | — | — exit |
| 2019-11-12 | WFC | SELL | $100K–$250K | $54.22 | $84.97 2026-08-27 | -56.7% exit |
| 2019-11-12 | PNFP | SELL | $100K–$250K | $59.81 | $100.98 2026-08-27 | -68.8% exit |
| 2019-11-12 | MSFT | SELL | $500K–$1.0M | $147.07 | $505.06 2026-08-27 | -243.4% exit |
| 2019-11-12 | GOOG | SELL | $100K–$250K | $64.94 | $337.71 2026-08-27 | -420.0% exit |
| 2019-11-12 | GOOGL | SELL | $100K–$250K | $64.86 | $340.65 2026-08-27 | -425.2% exit |
| 2019-11-12 | CLB | SELL | $1K–$15K | $46.87 | $12.29 2026-08-27 | +73.8% exit |
| 2019-11-12 | CAT | SELL | $250K–$500K | $146.34 | $817.00 2026-08-27 | -458.3% exit |
| 2019-11-12 | BAC | SELL | $250K–$500K | $33.09 | $61.17 2026-08-27 | -84.9% exit |
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 | 8 · BAC, CAT, CLB, GOOGL, GOOG, MSFT |
| David A Perdue , Jr | 6 · BAC, CAT, GOOGL, GOOG, MSFT, WFC |
| SUSAN M COLLINS | 6 · BAC, CAT, GOOGL, GOOG, MSFT, WFC |
| Kurt Schrader | 6 · BAC, CLB, GOOGL, GOOG, MSFT, WFC |
| John A. Yarmuth | 6 · BAC, CAT, GOOGL, GOOG, MSFT, WFC |
| Sheldon Whitehouse | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Shelley M Capito | 5 · CLB, GOOGL, GOOG, MSFT, WFC |
| John Boozman | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Kenny Marchant | 5 · BAC, GOOGL, GOOG, MSFT, WFC |
| Rohit Khanna | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Earl Blumenauer | 5 · BAC, CAT, GOOGL, MSFT, WFC |
| Ed Whitfield | 5 · CAT, GOOGL, GOOG, MSFT, WFC |