house · trading 2014-12-17 → 2023-08-10
*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 |
|---|---|---|---|---|---|---|
| 2023-08-10 | WTW | SELL | $1K–$15K | $201.16 | $339.58 2026-08-27 | -68.8% exit |
| 2023-08-10 | KVUE | BUY | $1K–$15K | $23.37 | $19.20 2026-08-27 | -17.8% |
| 2023-08-10 | JNJ | SELL | $1K–$15K | $172.17 | $265.77 2026-08-27 | +5.2% rt |
| 2023-08-09 | WTW | SELL | $1K–$15K | $202.29 | $339.58 2026-08-27 | -67.9% exit |
| 2023-08-09 | IFF | SELL | $1K–$15K | $63.78 | $86.85 2026-08-27 | -33.9% rt |
| 2023-08-07 | NSP | SELL | $1K–$15K | $97.40 | $51.81 2026-08-27 | +46.8% exit |
| 2023-08-04 | SEDG | SELL | $1K–$15K | $182.65 | $33.51 2026-08-27 | +81.7% exit |
| 2023-08-04 | NSP | SELL | $1K–$15K | $94.15 | $51.81 2026-08-27 | -16.1% rt |
| 2023-08-04 | LBRDK | SELL | $1K–$15K | $90.93 | $36.02 2026-08-21 | +60.4% exit |
| 2023-08-04 | FLR | SELL | $1K–$15K | $35.94 | $54.10 2026-08-27 | -50.5% exit |
| 2023-08-03 | PLD | BUY | $1K–$15K | $123.81 | $141.85 2026-08-27 | +14.6% |
| 2023-08-03 | KVUE | BUY | $1K–$15K | $23.99 | $19.20 2026-08-27 | -20.0% |
| 2023-08-02 | TXN | SELL | $1K–$15K | $172.44 | $266.54 2026-08-27 | -0.0% rt |
| 2023-08-02 | PLD | BUY | $1K–$15K | $123.68 | $141.85 2026-08-27 | +14.7% |
| 2023-08-02 | MRK | SELL | $1K–$15K | $105.70 | $149.54 2026-08-27 | +35.0% rt |
| 2023-08-02 | KVUE | BUY | $1K–$15K | $23.90 | $19.20 2026-08-27 | -19.7% |
| 2023-07-26 | TGT | BUY | $1K–$15K | $134.47 | $165.93 2026-08-27 | +23.4% |
| 2023-07-26 | MS | SELL | $1K–$15K | $93.54 | $214.86 2026-08-27 | +24.0% rt |
| 2023-07-14 | WRB | BUY | $1K–$15K | $39.29 | $68.34 2026-08-27 | +74.0% |
| 2023-07-14 | LKQ | BUY | $1K–$15K | $58.19 | $25.36 2026-08-27 | -56.4% |
| 2023-07-13 | MAR | SELL | $1K–$15K | $191.48 | $353.87 2026-08-27 | +27.7% rt |
| 2023-07-13 | DUK | BUY | $1K–$15K | $93.31 | $120.84 2026-08-27 | +29.5% |
| 2023-07-12 | PLD | BUY | $1K–$15K | $125.24 | $141.85 2026-08-27 | +13.3% |
| 2023-07-12 | NXPI | SELL | $1K–$15K | $211.86 | $225.86 2026-08-27 | +53.7% rt |
| 2023-06-29 | BIO | BUY | $1K–$15K | $375.24 | $389.94 2026-08-27 | +3.9% |
| 2023-06-28 | WSO | SELL | $1K–$15K | $376.67 | $313.05 2026-08-27 | +112.0% rt |
| 2023-06-28 | TMO | SELL | $1K–$15K | $510.15 | $630.70 2026-08-27 | +10.6% rt |
| 2023-06-28 | PFE | BUY | $1K–$15K | $36.29 | $28.02 2026-08-27 | -22.8% |
| 2023-06-28 | NSC | BUY | $1K–$15K | $223.16 | $347.93 2026-08-27 | +55.9% |
| 2023-06-28 | MRK | SELL | $1K–$15K | $112.44 | $149.54 2026-08-27 | +42.9% rt |
| 2023-06-28 | HUBB | SELL | $1K–$15K | $321.82 | $470.28 2026-08-27 | -46.1% exit |
| 2023-06-28 | DD | BUY | $1K–$15K | $87.45 | $138.80 2026-08-27 | +58.7% |
| 2023-06-28 | BWXT | SELL | $1K–$15K | $70.22 | $155.85 2026-08-27 | -122.0% exit |
| 2023-06-28 | BIO | BUY | $1K–$15K | $364.38 | $389.94 2026-08-27 | +7.0% |
| 2023-06-21 | ETN | SELL | $1K–$15K | $194.84 | $416.04 2026-08-27 | -113.5% exit |
| 2023-06-21 | COP | BUY | $1K–$15K | $103.70 | $129.52 2026-08-27 | +24.9% |
| 2023-06-14 | TGT | BUY | $1K–$15K | $133.23 | $165.93 2026-08-27 | +24.5% |
| 2023-06-14 | JPM | SELL | $1K–$15K | $141.49 | $354.22 2026-08-27 | +0.3% rt |
| 2023-06-08 | D | BUY | $1K–$15K | $53.29 | $66.50 2026-08-27 | +24.8% |
| 2023-06-07 | SHW | SELL | $1K–$15K | $240.76 | $345.21 2026-08-27 | -6.8% rt |
| 2023-06-07 | D | BUY | $1K–$15K | $53.05 | $66.50 2026-08-27 | +25.4% |
| 2023-06-06 | DG | SELL | $1K–$15K | $157.11 | $125.89 2026-08-27 | +19.9% exit |
| 2023-06-02 | GL | SELL | $1K–$15K | $107.04 | $175.78 2026-08-27 | -64.2% exit |
| 2023-06-02 | ES | BUY | $1K–$15K | $70.01 | $70.92 2026-08-27 | +1.3% |
| 2023-05-31 | CI | BUY | $1K–$15K | $247.41 | $277.67 2026-08-27 | +12.2% |
| 2023-05-31 | BSX | SELL | $1K–$15K | $51.48 | $46.67 2026-08-27 | +31.6% rt |
| 2023-05-30 | BSX | BUY | $1K–$15K | $50.49 | $46.67 2026-08-27 | -7.6% |
| 2023-05-30 | ARE | BUY | $1K–$15K | $112.51 | $52.28 2026-08-27 | -53.5% |
| 2023-05-26 | WRB | BUY | $1K–$15K | $37.43 | $68.34 2026-08-27 | +82.6% |
| 2023-05-24 | JCI | SELL | $1K–$15K | $60.75 | $142.21 2026-08-27 | +58.7% rt |
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 | 95 · MCD, SRE, VZ, CCK, MDT, ORCL |
| Alan Armstrong | 88 · MCD, NOC, VZ, WELL, MDT, ORCL |
| SUSAN M COLLINS | 64 · MCD, PPG, SLB, VZ, MDT, ORCL |
| Sheldon Whitehouse | 63 · MCD, SLB, VZ, MDT, ORCL, USB |
| Josh Gottheimer | 60 · MCD, SLB, VZ, ORCL, ETN, UPS |
| Thomas H Tuberville | 59 · MCD, NOC, VZ, MDT, ORCL, UPS |
| Shelley M Capito | 59 · MCD, PPG, SLB, SRE, VZ, MDT |
| K. Michael Conaway | 53 · MCD, NOC, SLB, VZ, MDT, ORCL |
| David P. Roe | 53 · MCD, NOC, VZ, WELL, MDT, ORCL |
| Thomas R Carper | 50 · MCD, VZ, WELL, MDT, ETN, LMT |
| Rohit Khanna | 49 · MCD, PPG, MDT, ETN, OXY, ABT |
| Alan S. Lowenthal | 48 · PPG, SRE, VZ, CCK, MDT, ORCL |