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 |
|---|---|---|---|---|---|---|
| 2019-11-18 | JNJ | BUY | $1K–$15K | $134.83 | $265.77 2026-08-27 | +97.1% |
| 2019-11-18 | CVS | BUY | $1K–$15K | $75.10 | $92.92 2026-08-27 | +23.7% |
| 2019-10-30 | BDX | SELL | — | $196.31 | $188.13 2026-08-27 | +4.2% exit |
| 2019-10-22 | MSFT | SELL | — | $136.37 | $505.06 2026-08-27 | -270.4% exit |
| 2019-10-17 | TXN | SELL | — | $130.13 | $266.54 2026-08-27 | -104.8% exit |
| 2019-10-17 | MSFT | SELL | — | $139.69 | $505.06 2026-08-27 | -261.6% exit |
| 2019-10-04 | RHHBY | BUY | $1K–$15K | $36.17 | $56.39 2026-08-27 | +55.9% |
| 2019-10-03 | RHHBY | BUY | $1K–$15K | $35.35 | $56.39 2026-08-27 | +59.5% |
| 2019-09-11 | MSFT | SELL | — | $136.12 | $505.06 2026-08-27 | -271.0% exit |
| 2019-09-11 | CME | SELL | — | $202.58 | $280.94 2026-08-27 | -38.7% exit |
| 2019-08-29 | UTX | BUY | $1K–$15K | — | — | — |
| 2019-08-13 | VLO | BUY | $1K–$15K | $78.74 | $346.59 2026-08-27 | +340.2% |
| 2019-08-07 | UTX | BUY | $1K–$15K | — | — | — |
| 2019-08-02 | PFE | SELL | $1K–$15K | $36.05 | $28.02 2026-08-27 | +22.3% exit |
| 2019-07-31 | EIX | BUY | $1K–$15K | $74.54 | $73.68 2026-08-27 | -1.1% |
| 2019-07-25 | BMY | BUY | $1K–$15K | $45.40 | $66.95 2026-08-27 | +47.5% |
| 2019-04-18 | MRK | SELL | $1K–$15K | $69.84 | $149.54 2026-08-27 | -114.1% exit |
| 2019-04-18 | LLY | SELL | $1K–$15K | $115.20 | $1176.10 2026-08-27 | -920.9% exit |
| 2019-04-18 | GILD | SELL | $1K–$15K | $62.95 | $148.86 2026-08-27 | -136.5% exit |
| 2019-04-16 | LLDTF | BUY | $1K–$15K | $0.87 | $1.59 2026-08-27 | +82.8% |
| 2019-04-12 | CVX | BUY | $1K–$15K | $119.76 | $199.77 2026-08-27 | +66.8% |
| 2019-04-10 | UNICY | BUY | $1K–$15K | $5.44 | $3.04 2026-08-27 | -44.1% |
| 2019-04-10 | SFTBY | BUY | $1K–$15K | $6.17 | $16.40 2026-08-27 | +165.9% |
| 2019-04-10 | NTDMF | SELL | $1K–$15K | — | — | — exit |
| 2019-04-01 | JMHLY | SELL | $1K–$15K | $63.07 | $59.14 2026-08-27 | +6.2% exit |
| 2019-03-07 | UBS | SELL | $250K–$500K | $12.01 | $54.36 2026-08-27 | -352.6% 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 |
|---|---|
| Alan Armstrong | 26 · UBS, CVX, GILD, LLY, MRK, SFTBY |
| 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 |