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 |
|---|---|---|---|---|---|---|
| 2020-12-09 | TMO | BUY | $1K–$15K | $461.38 | $630.70 2026-08-27 | +36.7% |
| 2020-12-09 | NXPI | SELL | $1K–$15K | $157.32 | $225.86 2026-08-27 | +16.8% rt |
| 2020-12-03 | HXL | BUY | $1K–$15K | $56.00 | $94.71 2026-08-27 | +69.1% |
| 2020-12-01 | FLR | BUY | $1K–$15K | $17.39 | $54.10 2026-08-27 | +211.1% |
| 2020-11-30 | POR | BUY | $1K–$15K | $41.38 | $49.84 2026-08-27 | +20.4% |
| 2020-11-30 | FLR | BUY | $1K–$15K | $17.27 | $54.10 2026-08-27 | +213.3% |
| 2020-11-20 | CIEN | SELL | $1K–$15K | $42.10 | $399.85 2026-08-27 | -25.8% rt |
| 2020-11-16 | NSP | SELL | $1K–$15K | $87.55 | $51.81 2026-08-27 | +3.7% rt |
| 2020-11-16 | BOH | BUY | $1K–$15K | $75.29 | $77.23 2026-08-27 | +2.6% |
| 2020-11-16 | AVY | SELL | $1K–$15K | $152.60 | $178.34 2026-08-27 | -16.9% exit |
| 2020-11-11 | ETN | SELL | $1K–$15K | $114.07 | $416.04 2026-08-27 | +92.0% rt |
| 2020-11-04 | TMO | BUY | $1K–$15K | $510.97 | $630.70 2026-08-27 | +23.4% |
| 2020-10-29 | HXL | SELL | $1K–$15K | $32.84 | $94.71 2026-08-27 | -26.3% rt |
| 2020-10-28 | USB | SELL | $1K–$15K | $37.30 | $62.40 2026-08-27 | -14.4% rt |
| 2020-10-28 | PXD | BUY | $1K–$15K | — | — | — |
| 2020-10-28 | EOG | SELL | $1K–$15K | $32.51 | $144.50 2026-08-27 | -344.5% exit |
| 2020-10-28 | AXP | BUY | $1K–$15K | $91.60 | $334.16 2026-08-27 | +264.8% |
| 2020-10-27 | HXL | SELL | $1K–$15K | $32.79 | $94.71 2026-08-27 | -44.5% rt |
| 2020-10-21 | NOC | BUY | $1K–$15K | $308.37 | $545.13 2026-08-27 | +76.8% |
| 2020-10-21 | BSX | BUY | $1K–$15K | $37.15 | $46.67 2026-08-27 | +25.6% |
| 2020-10-14 | PFE | SELL | $1K–$15K | $34.97 | $28.02 2026-08-27 | +19.9% exit |
| 2020-10-07 | PFE | SELL | $1K–$15K | $34.60 | $28.02 2026-08-27 | +19.0% exit |
| 2020-10-07 | MRK | BUY | $1K–$15K | $76.37 | $149.54 2026-08-27 | +95.8% |
| 2020-10-01 | STT.PG | SELL | $1K–$15K | $27.93 | $20.68 2026-08-26 | +8.2% rt |
| 2020-10-01 | PBF | SELL | $1K–$15K | $5.58 | $68.59 2026-08-27 | -78.5% rt |
| 2020-10-01 | AXP | BUY | $1K–$15K | $101.33 | $334.16 2026-08-27 | +229.8% |
| 2020-09-30 | STT.PG | SELL | $1K–$15K | $27.73 | $20.68 2026-08-26 | +0.5% rt |
| 2020-09-30 | FANG | SELL | $1K–$15K | $30.12 | $200.52 2026-08-27 | -65.2% rt |
| 2020-09-30 | AXP | BUY | $1K–$15K | $100.25 | $334.16 2026-08-27 | +233.3% |
| 2020-09-23 | PFE | SELL | $1K–$15K | $34.16 | $28.02 2026-08-27 | +18.0% exit |
| 2020-09-23 | MRK | BUY | $1K–$15K | $78.85 | $149.54 2026-08-27 | +89.7% |
| 2020-09-16 | PFE | SELL | $1K–$15K | $34.90 | $28.02 2026-08-27 | +19.7% exit |
| 2020-09-16 | BLK | BUY | $1K–$15K | $561.73 | $1167.57 2026-08-27 | +107.8% |
| 2020-09-10 | FHB | SELL | $1K–$15K | $15.55 | $25.82 2026-08-27 | -66.0% exit |
| 2020-09-09 | LOW | BUY | $1K–$15K | $159.53 | $206.74 2026-08-27 | +29.6% |
| 2020-09-09 | ITW | SELL | $1K–$15K | $195.14 | $281.67 2026-08-27 | +40.8% rt |
| 2020-09-08 | FHB | SELL | $1K–$15K | $15.98 | $25.82 2026-08-27 | -40.4% rt |
| 2020-09-02 | BURL | BUY | $1K–$15K | $210.84 | $290.00 2026-08-27 | +37.5% |
| 2020-08-19 | PXD | SELL | $1K–$15K | — | — | — exit |
| 2020-08-14 | HAE | BUY | $1K–$15K | $84.43 | $105.00 2026-08-27 | +24.4% |
| 2020-08-14 | DOX | SELL | $1K–$15K | $61.80 | $62.70 2026-08-27 | -1.5% exit |
| 2020-08-13 | DOX | SELL | $1K–$15K | $61.01 | $62.70 2026-08-27 | -2.8% exit |
| 2020-08-13 | BURL | BUY | $1K–$15K | $192.40 | $290.00 2026-08-27 | +50.7% |
| 2020-08-12 | CB | BUY | $1K–$15K | $130.28 | $338.31 2026-08-27 | +159.7% |
| 2020-08-07 | HSIC | SELL | $1K–$15K | $67.80 | $90.28 2026-08-27 | -2.1% rt |
| 2020-07-28 | LOW | BUY | $1K–$15K | $147.71 | $206.74 2026-08-27 | +40.0% |
| 2020-07-28 | FE | SELL | $1K–$15K | $29.14 | $46.25 2026-08-27 | -28.4% rt |
| 2020-07-28 | D | BUY | $1K–$15K | $82.06 | $66.50 2026-08-27 | -19.0% |
| 2020-07-24 | WSO | SELL | $1K–$15K | $227.32 | $313.05 2026-08-27 | +38.3% rt |
| 2020-07-24 | CIEN | BUY | $1K–$15K | $56.72 | $399.85 2026-08-27 | +605.0% |
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 |
|---|---|
| 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 |