house · trading 2021-03-01 → 2025-01-01
*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 |
|---|---|---|---|---|---|---|
| 2022-06-10 | MTCH | SELL | $15K–$50K | $76.68 | $37.28 2026-08-13 | +51.4% exit |
| 2022-06-10 | ISRG | SELL | $1K–$15K | $205.27 | $401.27 2026-08-13 | -25.8% rt |
| 2022-06-10 | ILMN | SELL | $15K–$50K | $198.63 | $192.64 2026-08-13 | +3.0% exit |
| 2022-06-10 | EQIX | SELL | $15K–$50K | $649.17 | $1073.78 2026-08-13 | -65.4% exit |
| 2022-06-10 | CMG | SELL | $1K–$15K | $26.34 | $32.61 2026-08-13 | -23.8% exit |
| 2022-06-10 | CME | SELL | $15K–$50K | $199.90 | $267.21 2026-08-13 | -33.7% exit |
| 2022-06-10 | ASML | SELL | $50K–$100K | $521.53 | $1847.90 2026-08-13 | -17.3% rt |
| 2022-06-10 | ADBE | SELL | $1K–$15K | $393.84 | $270.49 2026-08-13 | -11.0% rt |
| 2022-05-27 | V | SELL | $1K–$15K | $212.88 | $365.45 2026-08-13 | -71.7% exit |
| 2022-05-27 | NOW | BUY | $15K–$50K | $95.26 | $127.25 2026-08-13 | +33.6% |
| 2022-05-27 | EL | BUY | $1K–$15K | $251.86 | $87.32 2026-08-13 | -65.3% |
| 2022-05-27 | CME | SELL | $1K–$15K | $199.93 | $267.21 2026-08-13 | -33.6% exit |
| 2022-05-27 | ASML | BUY | $1K–$15K | $583.38 | $1847.90 2026-08-13 | +216.8% |
| 2022-05-27 | AMZN | BUY | $1K–$15K | $115.15 | $265.13 2026-08-13 | +130.3% |
| 2022-05-27 | AMT | SELL | $15K–$50K | $260.96 | $174.19 2026-08-13 | +33.3% exit |
| 2022-04-29 | V | SELL | $1K–$15K | $213.13 | $365.45 2026-08-13 | -71.5% exit |
| 2022-04-29 | ASML | BUY | $1K–$15K | $563.77 | $1847.90 2026-08-13 | +227.8% |
| 2022-04-27 | V | SELL | $1K–$15K | $214.11 | $365.45 2026-08-13 | -70.7% exit |
| 2022-04-27 | NOW | BUY | $1K–$15K | $93.26 | $127.25 2026-08-13 | +36.5% |
| 2022-04-19 | C | SELL | $1K–$15K | $52.92 | $138.73 2026-08-13 | -162.2% exit |
| 2022-03-31 | EQIX | SELL | $1K–$15K | $741.62 | $1073.78 2026-08-13 | -44.8% exit |
| 2022-03-08 | NOW | BUY | $1K–$15K | $103.64 | $127.25 2026-08-13 | +22.8% |
| 2022-03-03 | PYPL | SELL | $50K–$100K | $101.34 | $60.59 2026-08-13 | +40.2% exit |
| 2022-03-03 | CME | SELL | $1K–$15K | $240.82 | $267.21 2026-08-13 | -11.0% exit |
| 2022-03-03 | ASML | BUY | $15K–$50K | $630.79 | $1847.90 2026-08-13 | +192.9% |
| 2022-02-23 | ISRG | BUY | $1K–$15K | $276.50 | $401.27 2026-08-13 | +45.1% |
| 2022-02-18 | NVDA | BUY | $1K–$15K | $23.64 | $225.30 2026-08-13 | +853.0% |
| 2022-02-18 | NOW | BUY | $15K–$50K | $111.20 | $127.25 2026-08-13 | +14.4% |
| 2022-02-18 | META | SELL | $50K–$100K | $206.16 | $594.97 2026-08-13 | -188.6% exit |
| 2022-02-18 | ADBE | BUY | $1K–$15K | $442.56 | $270.49 2026-08-13 | -38.9% |
| 2022-02-17 | SNAP | BUY | $1K–$15K | $39.45 | $5.30 2026-08-13 | -86.6% |
| 2022-02-02 | NFLX | BUY | $1K–$15K | $42.95 | $78.24 2026-08-13 | +82.2% |
| 2021-10-22 | WMT | BUY | $1K–$15K | $49.45 | $115.72 2026-08-13 | +134.0% |
| 2021-10-22 | PG | BUY | $1K–$15K | $140.83 | $144.26 2026-08-13 | +2.4% |
| 2021-10-22 | LMT | BUY | $1K–$15K | $374.60 | $598.01 2026-08-13 | +59.6% |
| 2021-10-22 | DIS | BUY | $1K–$15K | $169.42 | $104.80 2026-08-13 | -38.1% |
| 2021-10-22 | APD | BUY | $1K–$15K | $291.23 | $305.52 2026-08-13 | +4.9% |
| 2021-04-30 | VTRS | SELL | $1K–$15K | $13.30 | $16.04 2026-08-13 | -20.6% exit |
| 2021-04-30 | V | SELL | $1K–$15K | $233.56 | $365.45 2026-08-13 | -56.5% exit |
| 2021-04-30 | TJX | SELL | $1K–$15K | $71.00 | $153.81 2026-08-13 | -116.6% exit |
| 2021-04-30 | SBUX | SELL | $1K–$15K | $114.49 | $108.55 2026-08-13 | +5.2% exit |
| 2021-04-30 | MSFT | BUY | $1K–$15K | $252.18 | $496.88 2026-08-13 | +97.0% |
| 2021-04-30 | LRCX | BUY | $15K–$50K | $62.05 | $337.01 2026-08-13 | +443.2% |
| 2021-04-30 | LRCX | BUY | $1K–$15K | $62.05 | $337.01 2026-08-13 | +443.2% |
| 2021-04-30 | JNJ | SELL | $1K–$15K | $162.73 | $262.08 2026-08-13 | -61.0% exit |
| 2021-04-30 | INTU | SELL | $1K–$15K | $412.16 | $358.29 2026-08-13 | +13.1% exit |
| 2021-04-30 | GOOGL | SELL | $1K–$15K | $117.67 | $346.36 2026-08-13 | -194.3% exit |
| 2021-04-30 | EL | SELL | $1K–$15K | $313.80 | $87.32 2026-08-13 | +72.2% exit |
| 2021-04-30 | DIS | SELL | $1K–$15K | $186.02 | $104.80 2026-08-13 | +43.7% exit |
| 2021-04-30 | CNC | BUY | $1K–$15K | $61.74 | $66.04 2026-08-13 | +7.0% |
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 |
|---|---|
| Alan Armstrong | 37 · ABBV, ACN, AMGN, AON, DIS, EL |
| Rohit Khanna | 37 · ABBV, ACN, AMGN, AON, CAT, CNC |
| James B. Renacci | 32 · ABBV, ACN, AMGN, AON, CAT, CNC |
| Josh Gottheimer | 32 · ABBV, AMGN, EL, INTU, JNJ, LRCX |
| Thomas H Tuberville | 32 · ABBV, ACN, AMGN, AON, DIS, EL |
| Sheldon Whitehouse | 28 · ABBV, ACN, AMGN, CAT, DIS, EL |
| Kurt Schrader | 27 · ABBV, AON, DIS, GOOGL, JNJ, MSFT |
| David P. Roe | 27 · ABBV, ACN, AMGN, DIS, GOOGL, JNJ |
| Alan S. Lowenthal | 26 · DIS, INTU, JNJ, MSFT, SBUX, TJX |
| John A. Yarmuth | 25 · ACN, AMGN, CAT, DIS, EL, GOOGL |
| Marjorie Taylor Greene | 24 · ABBV, AMGN, CAT, DIS, LRCX, MSFT |
| SUSAN M COLLINS | 23 · AMGN, AON, CAT, DIS, GOOGL, JNJ |