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 |
|---|---|---|---|---|---|---|
| 2021-09-24 | TT | SELL | $1K–$15K | $183.24 | $454.31 2026-08-27 | -147.9% exit |
| 2021-09-24 | MAR | BUY | $1K–$15K | $152.51 | $353.87 2026-08-27 | +132.0% |
| 2021-09-24 | HST | SELL | $1K–$15K | $16.96 | $22.34 2026-08-27 | +41.0% rt |
| 2021-09-23 | WWD | SELL | $1K–$15K | $115.37 | $346.34 2026-08-27 | -200.2% exit |
| 2021-09-23 | WLTW | BUY | $1K–$15K | — | — | — |
| 2021-09-23 | TT | SELL | $1K–$15K | $186.09 | $454.31 2026-08-27 | -144.1% exit |
| 2021-09-23 | MAR | BUY | $1K–$15K | $149.91 | $353.87 2026-08-27 | +136.1% |
| 2021-09-22 | WWD | SELL | $1K–$15K | $116.17 | $346.34 2026-08-27 | -198.1% exit |
| 2021-09-22 | WLTW | BUY | $1K–$15K | — | — | — |
| 2021-09-16 | SWK | BUY | $1K–$15K | $187.72 | $99.24 2026-08-27 | -47.1% |
| 2021-09-16 | FISV | SELL | $1K–$15K | $108.55 | $52.58 2026-08-27 | +51.6% exit |
| 2021-09-15 | SWK | BUY | $1K–$15K | $185.71 | $99.24 2026-08-27 | -46.6% |
| 2021-09-15 | FISV | SELL | $1K–$15K | $108.36 | $52.58 2026-08-27 | +39.4% rt |
| 2021-09-10 | RHHBY | SELL | $1K–$15K | $46.69 | $56.39 2026-08-27 | +34.2% rt |
| 2021-09-10 | D | BUY | $1K–$15K | $77.30 | $66.50 2026-08-27 | -14.0% |
| 2021-09-09 | D | BUY | $1K–$15K | $78.46 | $66.50 2026-08-27 | -15.2% |
| 2021-09-02 | PGR | BUY | $1K–$15K | $96.35 | $217.65 2026-08-27 | +125.9% |
| 2021-09-01 | UNP | BUY | $1K–$15K | $216.93 | $307.67 2026-08-27 | +41.8% |
| 2021-09-01 | RHHBY | SELL | $1K–$15K | $49.94 | $56.39 2026-08-27 | +54.2% rt |
| 2021-09-01 | PGR | BUY | $1K–$15K | $96.41 | $217.65 2026-08-27 | +125.8% |
| 2021-08-12 | HUN | SELL | $1K–$15K | $25.96 | $9.65 2026-08-27 | +42.2% rt |
| 2021-08-04 | WAT | SELL | $1K–$15K | $394.25 | $421.26 2026-08-27 | +86.8% rt |
| 2021-08-04 | MKL | BUY | $1K–$15K | $1210.14 | $1805.82 2026-08-27 | +49.2% |
| 2021-08-04 | GXO | BUY | $1K–$15K | $70.53 | $47.98 2026-08-27 | -32.0% |
| 2021-07-29 | DD | BUY | $1K–$15K | $94.26 | $138.80 2026-08-27 | +47.3% |
| 2021-07-15 | DD | BUY | $1K–$15K | $99.85 | $138.80 2026-08-27 | +39.0% |
| 2021-07-14 | FISV | SELL | $1K–$15K | $109.74 | $52.58 2026-08-27 | +110.8% rt |
| 2021-07-14 | DD | BUY | $1K–$15K | $99.80 | $138.80 2026-08-27 | +39.1% |
| 2021-07-02 | RGLD | BUY | $1K–$15K | $116.94 | $268.96 2026-08-27 | +130.0% |
| 2021-07-01 | RGLD | BUY | $1K–$15K | $114.53 | $268.96 2026-08-27 | +134.8% |
| 2021-06-30 | RHHBY | SELL | $1K–$15K | $46.99 | $56.39 2026-08-27 | +45.7% rt |
| 2021-06-30 | RGLD | BUY | $1K–$15K | $114.10 | $268.96 2026-08-27 | +135.7% |
| 2021-06-30 | DUK | BUY | $1K–$15K | $98.72 | $120.84 2026-08-27 | +22.4% |
| 2021-06-30 | CDK | SELL | $1K–$15K | — | — | — exit |
| 2021-06-26 | CLX | BUY | $1K–$15K | $176.65 | $103.63 2026-08-27 | -41.3% |
| 2021-06-09 | CI | BUY | $1K–$15K | $242.01 | $277.67 2026-08-27 | +14.7% |
| 2021-06-02 | USB | SELL | $1K–$15K | $60.67 | $62.40 2026-08-27 | -2.9% exit |
| 2021-06-02 | PGR | BUY | $1K–$15K | $100.47 | $217.65 2026-08-27 | +116.6% |
| 2021-05-27 | USB | SELL | $1K–$15K | $60.74 | $62.40 2026-08-27 | +39.5% rt |
| 2021-05-27 | PGR | BUY | $1K–$15K | $99.15 | $217.65 2026-08-27 | +119.5% |
| 2021-05-26 | USB | SELL | $1K–$15K | $59.73 | $62.40 2026-08-27 | +45.7% rt |
| 2021-05-26 | PGR | BUY | $1K–$15K | $98.40 | $217.65 2026-08-27 | +121.2% |
| 2021-05-19 | USB | SELL | $1K–$15K | $60.07 | $62.40 2026-08-27 | +45.8% rt |
| 2021-05-19 | CMCSA | BUY | $1K–$15K | $50.83 | $26.41 2026-08-27 | -48.0% |
| 2021-05-07 | HAE | SELL | $1K–$15K | $61.04 | $105.00 2026-08-27 | -72.0% exit |
| 2021-05-06 | HAE | SELL | $1K–$15K | $61.44 | $105.00 2026-08-27 | -27.2% rt |
| 2021-05-05 | TMO | BUY | $1K–$15K | $467.77 | $630.70 2026-08-27 | +34.8% |
| 2021-05-05 | MDT | SELL | $1K–$15K | $127.00 | $89.97 2026-08-27 | +66.3% rt |
| 2021-04-23 | CARG | BUY | $1K–$15K | $25.45 | $36.36 2026-08-27 | +42.9% |
| 2021-04-21 | MS | BUY | $1K–$15K | $79.25 | $214.86 2026-08-27 | +171.1% |
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 |