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 | $82.10 2026-07-13 | -18.9% exit |
| 2025-06-03 | OGVXX | BUY | $1.0M–$5.0M | — | — | — |
| 2025-06-03 | MSFT | SELL | $250K–$500K | $462.97 | $390.99 2026-07-13 | +15.6% exit |
| 2025-06-03 | GOOG | SELL | $250K–$500K | $167.71 | $350.67 2026-07-13 | -109.1% exit |
| 2025-06-03 | GOOGL | SELL | $1.0M–$5.0M | $166.18 | $352.51 2026-07-13 | -112.1% exit |
| 2025-06-03 | CWGIX | SELL | $250K–$500K | $68.56 | $80.41 2026-07-13 | -17.3% exit |
| 2025-06-03 | AIVSX | SELL | $250K–$500K | $60.67 | $67.99 2026-07-13 | -12.1% exit |
| 2025-06-03 | AGTHX | SELL | $500K–$1.0M | $77.77 | $86.22 2026-07-13 | -10.9% exit |
| 2025-06-03 | AEPGX | SELL | $250K–$500K | $60.22 | $62.07 2026-07-13 | -3.1% exit |
| 2022-11-29 | CLR | SELL | $15K–$50K | — | — | — exit |
| 2019-11-12 | WFC | SELL | $100K–$250K | $54.22 | $87.67 2026-07-13 | -61.7% exit |
| 2019-11-12 | PNFP | SELL | $100K–$250K | $59.81 | $100.14 2026-07-13 | -67.4% exit |
| 2019-11-12 | MSFT | SELL | $500K–$1.0M | $147.07 | $390.99 2026-07-13 | -165.8% exit |
| 2019-11-12 | GOOG | SELL | $100K–$250K | $64.94 | $350.67 2026-07-13 | -440.0% exit |
| 2019-11-12 | GOOGL | SELL | $100K–$250K | $64.86 | $352.51 2026-07-13 | -443.5% exit |
| 2019-11-12 | CLB | SELL | $1K–$15K | $46.87 | $11.45 2026-07-13 | +75.6% exit |
| 2019-11-12 | CAT | SELL | $250K–$500K | $146.34 | $931.47 2026-07-13 | -536.5% exit |
| 2019-11-12 | BAC | SELL | $250K–$500K | $33.09 | $59.50 2026-07-13 | -79.8% 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 |