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 |
|---|---|---|---|---|---|---|
| 2023-05-24 | JCI | SELL | $1K–$15K | $60.75 | $142.21 2026-08-27 | +45.3% rt |
| 2023-05-24 | GD | BUY | $1K–$15K | $206.53 | $380.06 2026-08-27 | +84.0% |
| 2023-05-22 | NSA | BUY | $1K–$15K | $37.55 | $44.50 2026-07-17 | +18.5% |
| 2023-05-19 | NSA | BUY | $1K–$15K | $37.51 | $44.50 2026-07-17 | +18.6% |
| 2023-05-16 | NSA | BUY | $1K–$15K | $37.45 | $44.50 2026-07-17 | +18.8% |
| 2023-05-16 | ARE | BUY | $1K–$15K | $117.50 | $52.28 2026-08-27 | -55.5% |
| 2023-05-03 | UI | SELL | $1K–$15K | $228.62 | $592.85 2026-08-27 | -159.3% exit |
| 2023-05-03 | PLD | BUY | $1K–$15K | $124.16 | $141.85 2026-08-27 | +14.3% |
| 2023-05-03 | CMCSA | SELL | $1K–$15K | $38.32 | $26.41 2026-08-27 | +12.9% rt |
| 2023-05-01 | WRB | BUY | $1K–$15K | $39.82 | $68.34 2026-08-27 | +71.6% |
| 2023-05-01 | BSX | SELL | $1K–$15K | $52.80 | $46.67 2026-08-27 | +42.1% rt |
| 2023-04-26 | PPG | SELL | $1K–$15K | $137.64 | $113.47 2026-08-27 | +17.6% exit |
| 2023-04-26 | PNC | BUY | $1K–$15K | $127.85 | $243.51 2026-08-27 | +90.5% |
| 2023-04-25 | CRL | BUY | $1K–$15K | $187.60 | $296.41 2026-08-27 | +58.0% |
| 2023-04-24 | VNT | SELL | $1K–$15K | $27.46 | $33.12 2026-08-27 | +3.8% rt |
| 2023-04-24 | HSY | SELL | $1K–$15K | $261.00 | $181.32 2026-08-27 | +200.3% rt |
| 2023-04-24 | HESM | SELL | $1K–$15K | $28.55 | $39.83 2026-08-27 | -2.3% rt |
| 2023-04-19 | UI | SELL | $1K–$15K | $246.04 | $592.85 2026-08-27 | -141.0% exit |
| 2023-04-19 | PPG | SELL | $1K–$15K | $140.55 | $113.47 2026-08-27 | -10.8% rt |
| 2023-04-19 | PNC | BUY | $1K–$15K | $128.37 | $243.51 2026-08-27 | +89.7% |
| 2023-04-19 | IT | SELL | $1K–$15K | $307.24 | $196.60 2026-08-27 | +137.4% rt |
| 2023-04-19 | EPAM | SELL | $1K–$15K | $288.84 | $112.77 2026-08-27 | +61.0% exit |
| 2023-04-19 | BSX | SELL | $1K–$15K | $52.89 | $46.67 2026-08-27 | +68.3% rt |
| 2023-04-05 | CI | BUY | $1K–$15K | $265.88 | $277.67 2026-08-27 | +4.4% |
| 2023-03-29 | BSX | SELL | $1K–$15K | $49.08 | $46.67 2026-08-27 | +80.2% rt |
| 2023-03-29 | AXP | BUY | $1K–$15K | $163.59 | $334.16 2026-08-27 | +104.3% |
| 2023-03-22 | PGR | SELL | $1K–$15K | $136.69 | $217.65 2026-08-27 | +50.0% rt |
| 2023-03-22 | JPM | BUY | $1K–$15K | $127.18 | $354.22 2026-08-27 | +178.5% |
| 2023-03-22 | ITW | SELL | $1K–$15K | $231.12 | $281.67 2026-08-27 | +70.3% rt |
| 2023-03-22 | COP | BUY | $1K–$15K | $98.37 | $129.52 2026-08-27 | +31.7% |
| 2023-03-20 | HAL | SELL | $1K–$15K | $30.69 | $35.49 2026-08-27 | +0.9% rt |
| 2023-03-20 | BOH | SELL | $1K–$15K | $50.97 | $77.23 2026-08-27 | -32.3% rt |
| 2023-03-16 | ULTA | SELL | $1K–$15K | $513.84 | $540.10 2026-08-27 | +148.8% rt |
| 2023-03-16 | FRC | SELL | $1K–$15K | — | — | — exit |
| 2023-03-16 | FLR | SELL | $1K–$15K | $30.01 | $54.10 2026-08-27 | +53.1% rt |
| 2023-03-02 | PNC | SELL | $1K–$15K | $150.24 | $243.51 2026-08-27 | -62.1% exit |
| 2023-03-02 | JPM | BUY | $1K–$15K | $141.07 | $354.22 2026-08-27 | +151.1% |
| 2023-03-01 | PNC | SELL | $1K–$15K | $155.21 | $243.51 2026-08-27 | +12.4% rt |
| 2023-03-01 | C | BUY | $1K–$15K | $51.50 | $132.68 2026-08-27 | +157.6% |
| 2023-02-23 | TEL | BUY | $1K–$15K | $127.54 | $203.00 2026-08-27 | +59.2% |
| 2023-02-22 | PNC | SELL | $1K–$15K | $156.30 | $243.51 2026-08-27 | +89.2% rt |
| 2023-02-22 | NXPI | SELL | $1K–$15K | $177.69 | $225.86 2026-08-27 | +33.9% rt |
| 2023-02-22 | C | BUY | $1K–$15K | $50.04 | $132.68 2026-08-27 | +165.2% |
| 2023-02-20 | SHW | BUY | $1K–$15K | $227.98 | $345.21 2026-08-27 | +51.4% |
| 2023-02-20 | PPG | SELL | $1K–$15K | $129.91 | $113.47 2026-08-27 | -21.8% rt |
| 2023-02-17 | LAMR | BUY | $1K–$15K | $107.73 | $150.59 2026-08-27 | +39.8% |
| 2023-02-17 | IFF | BUY | $1K–$15K | $96.50 | $86.85 2026-08-27 | -10.0% |
| 2023-02-17 | FLR | SELL | $1K–$15K | $36.65 | $54.10 2026-08-27 | +110.8% rt |
| 2023-02-08 | JNJ | BUY | $1K–$15K | $163.61 | $265.77 2026-08-27 | +62.4% |
| 2023-02-02 | BLK | SELL | $1K–$15K | $770.73 | $1167.57 2026-08-27 | -51.5% 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 | 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 |