house · trading 2019-03-07 → 2025-03-07
*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 |
|---|---|---|---|---|---|---|
| 2025-03-07 | UBS | SELL | $250K–$500K | $34.15 | $51.93 2026-07-13 | -52.1% exit |
| 2024-05-14 | UBS | SELL | $50K–$100K | $30.16 | $51.93 2026-07-13 | -72.2% exit |
| 2024-05-13 | UBS | SELL | $250K–$500K | $29.68 | $51.93 2026-07-13 | -75.0% exit |
| 2023-03-03 | UBS | SELL | $250K–$500K | $22.12 | $51.93 2026-07-13 | -134.8% exit |
| 2022-05-23 | UBS | SELL | $100K–$250K | $18.43 | $51.93 2026-07-13 | -181.8% exit |
| 2022-03-09 | UBS | SELL | $100K–$250K | $16.90 | $51.93 2026-07-13 | -207.3% exit |
| 2021-03-09 | UBS | SELL | $250K–$500K | $15.59 | $51.93 2026-07-13 | -233.1% exit |
| 2020-06-01 | UBS | SELL | $50K–$100K | $10.86 | $51.93 2026-07-13 | -378.2% exit |
| 2020-04-29 | UBS | SELL | $100K–$250K | $10.99 | $51.93 2026-07-13 | -372.5% exit |
| 2020-02-06 | MRK | SELL | $770.32–$770.32 | $81.76 | $124.03 2026-07-13 | -51.7% exit |
| 2020-02-04 | IBM | BUY | $1K–$15K | $142.55 | $290.23 2026-07-13 | +103.6% |
| 2020-01-27 | MTB.PK | BUY | $1K–$15K | $168.03 | $237.26 2026-06-26 | +41.2% |
| 2020-01-21 | XOM | BUY | $1K–$15K | $67.58 | $144.51 2026-07-13 | +113.8% |
| 2020-01-21 | VTR | BUY | $1K–$15K | $59.47 | $92.06 2026-07-13 | +54.8% |
| 2020-01-21 | VNO | BUY | $1K–$15K | $67.78 | $38.31 2026-07-13 | -43.5% |
| 2020-01-21 | PRU | BUY | $1K–$15K | $95.49 | $116.17 2026-07-13 | +21.7% |
| 2020-01-21 | PM | BUY | $1K–$15K | $88.87 | $180.19 2026-07-13 | +102.8% |
| 2020-01-21 | PFE | BUY | $1K–$15K | $38.27 | $24.48 2026-07-13 | -36.0% |
| 2020-01-21 | GILD | BUY | $1K–$15K | $62.63 | $131.40 2026-07-13 | +109.8% |
| 2020-01-21 | GD | BUY | $1K–$15K | $183.29 | $372.78 2026-07-13 | +103.4% |
| 2020-01-21 | DD | BUY | $1K–$15K | $77.55 | $132.66 2026-07-13 | +71.1% |
| 2020-01-21 | BMY | BUY | $1K–$15K | $67.43 | $59.34 2026-07-13 | -12.0% |
| 2020-01-21 | BLK | BUY | $1K–$15K | $529.14 | $1031.56 2026-07-13 | +95.0% |
| 2020-01-15 | SLB | BUY | $1K–$15K | $38.33 | $47.36 2026-07-13 | +23.6% |
| 2020-01-15 | SEIC | BUY | $1K–$15K | $65.26 | $96.18 2026-07-13 | +47.4% |
| 2020-01-15 | REGN | BUY | $1K–$15K | $390.75 | $663.09 2026-07-13 | +69.7% |
| 2020-01-15 | CL | BUY | $1K–$15K | $70.80 | $93.21 2026-07-13 | +31.6% |
| 2020-01-15 | AMZN | BUY | $1K–$15K | $93.10 | $247.31 2026-07-13 | +165.6% |
| 2020-01-02 | RHHBY | BUY | $1K–$15K | $40.89 | $50.50 2026-07-13 | +23.5% |
| 2019-12-30 | QCOM | SELL | $614.71–$614.71 | $88.43 | $183.98 2026-07-13 | -108.0% exit |
| 2019-12-27 | QCOM | SELL | $442.93–$442.93 | $88.80 | $183.98 2026-07-13 | -107.2% exit |
| 2019-12-23 | QCOM | SELL | $443.07–$443.07 | $88.45 | $183.98 2026-07-13 | -108.0% exit |
| 2019-12-23 | AXP | SELL | $497.08–$497.08 | $124.49 | $354.43 2026-07-13 | -184.7% exit |
| 2019-12-18 | XOM | SELL | $1K–$15K | $69.87 | $144.51 2026-07-13 | -106.8% exit |
| 2019-12-18 | VTR | SELL | $1K–$15K | $56.03 | $92.06 2026-07-13 | -64.3% exit |
| 2019-12-18 | VNO | SELL | $1K–$15K | $66.20 | $38.31 2026-07-13 | +42.1% exit |
| 2019-12-18 | PRU | SELL | $1K–$15K | $95.27 | $116.17 2026-07-13 | -21.9% exit |
| 2019-12-18 | PM | SELL | $1K–$15K | $85.70 | $180.19 2026-07-13 | -110.3% exit |
| 2019-12-18 | PFE | SELL | $1K–$15K | $36.90 | $24.48 2026-07-13 | +33.6% exit |
| 2019-12-18 | MTB.PK | SELL | $1K–$15K | $168.15 | $237.26 2026-06-26 | -41.1% exit |
| 2019-12-18 | GILD | SELL | $1K–$15K | $65.68 | $131.40 2026-07-13 | -100.1% exit |
| 2019-12-18 | GD | SELL | $1K–$15K | $178.46 | $372.78 2026-07-13 | -108.9% exit |
| 2019-12-18 | DD | SELL | $1K–$15K | $80.22 | $132.66 2026-07-13 | -65.4% exit |
| 2019-12-18 | BMY | SELL | $1K–$15K | $63.15 | $59.34 2026-07-13 | +39.1% rt |
| 2019-12-18 | BLK | SELL | $1K–$15K | $499.49 | $1031.56 2026-07-13 | -106.5% exit |
| 2019-12-12 | SLB | SELL | $1K–$15K | $39.07 | $47.36 2026-07-13 | -21.2% exit |
| 2019-12-12 | SEIC | SELL | $1K–$15K | $65.70 | $96.18 2026-07-13 | -46.4% exit |
| 2019-12-12 | REGN | SELL | $1K–$15K | $372.16 | $663.09 2026-07-13 | -78.2% exit |
| 2019-12-12 | CL | SELL | $1K–$15K | $67.23 | $93.21 2026-07-13 | -38.6% exit |
| 2019-11-25 | TIF | SELL | $1K–$15K | — | — | — 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 |
|---|---|
| SUSAN M COLLINS | 23 · CVX, GILD, LLY, MRK, BMY, CME |
| Shelley M Capito | 23 · CVX, GILD, LLY, MRK, SFTBY, BMY |
| James B. Renacci | 22 · CVX, GILD, LLDTF, LLY, MRK, SFTBY |
| Thomas H Tuberville | 20 · CVX, GILD, LLY, MRK, BMY, BDX |
| K. Michael Conaway | 20 · CVX, GILD, LLY, BMY, BDX, CVS |
| Josh Gottheimer | 18 · CVX, GILD, LLY, MRK, UNICY, BDX |
| Lois Frankel | 18 · MRK, CVS, JNJ, PFE, RHHBY, TXN |
| Sheldon Whitehouse | 18 · GILD, LLY, MRK, BMY, CVS, JNJ |
| John A. Yarmuth | 18 · CVX, GILD, MRK, BMY, CME, CVS |
| David A Perdue , Jr | 17 · CVX, LLY, MRK, BMY, JNJ, MSFT |
| Robert J. Wittman | 16 · CVX, MRK, BMY, BDX, CME, CVS |
| Kurt Schrader | 15 · CVX, GILD, BMY, JNJ, MSFT, PFE |