house · trading 2015-02-22 → 2021-11-26
*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 |
|---|---|---|---|---|---|---|
| 2021-11-26 | UNP | SELL | $15K–$50K | $239.79 | $289.13 2026-07-13 | -20.6% exit |
| 2021-11-26 | IBM | SELL | $1K–$15K | $115.81 | $290.23 2026-07-13 | -150.6% exit |
| 2021-11-26 | GE | SELL | $1K–$15K | $60.96 | $353.42 2026-07-13 | -479.8% exit |
| 2021-11-18 | VAIAF | SELL | $15K–$50K | $60.16 | $58.88 2026-07-13 | +131.4% rt |
| 2021-11-18 | USB | SELL | $15K–$50K | $58.65 | $62.34 2026-07-13 | -6.3% exit |
| 2021-11-18 | UL | SELL | $15K–$50K | $57.79 | $61.48 2026-07-13 | +8.5% rt |
| 2021-11-18 | TNC | SELL | $1K–$15K | $82.54 | $85.29 2026-07-13 | +25.5% rt |
| 2021-11-18 | MITK | SELL | $1K–$15K | $17.92 | $19.38 2026-07-13 | +62.9% rt |
| 2021-11-18 | KYOCF | SELL | $1K–$15K | $15.20 | $23.05 2026-07-13 | +26.1% rt |
| 2021-11-18 | KUBTY | SELL | $1K–$15K | $102.62 | $83.54 2026-07-13 | +19.3% rt |
| 2021-11-18 | GE | SELL | $1K–$15K | $62.72 | $353.42 2026-07-13 | -463.5% exit |
| 2021-11-18 | CSCO | SELL | $15K–$50K | $53.63 | $119.25 2026-07-13 | -122.4% exit |
| 2021-11-18 | CHD | SELL | $15K–$50K | $91.22 | $97.16 2026-07-13 | +31.2% rt |
| 2021-11-18 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2021-11-18 | A | SELL | $1K–$15K | $162.16 | $134.04 2026-07-13 | +17.3% exit |
| 2021-11-03 | WFC | SELL | $1K–$15K | $52.00 | $87.67 2026-07-13 | -68.6% exit |
| 2021-09-17 | XOM | SELL | $1K–$15K | $55.16 | $144.51 2026-07-13 | -162.0% exit |
| 2020-11-26 | CTRCF | SELL | $1K–$15K | — | — | — exit |
| 2020-11-16 | UPS | SELL | $1K–$15K | $168.44 | $112.89 2026-07-13 | +33.0% exit |
| 2020-11-16 | DBX | SELL | $1K–$15K | $18.69 | $29.58 2026-07-13 | -25.5% rt |
| 2020-06-03 | BDN | SELL | $1K–$15K | $10.97 | $3.15 2026-07-13 | +71.3% exit |
| 2020-05-19 | SPSC | SELL | $1K–$15K | $59.97 | $63.33 2026-07-13 | -5.6% exit |
| 2020-05-14 | GIS | SELL | $1K–$15K | $62.21 | $36.60 2026-07-13 | +41.2% exit |
| 2020-05-08 | SPSC | SELL | $1K–$15K | $59.59 | $63.33 2026-07-13 | +13.4% rt |
| 2020-04-30 | FSLR | SELL | $1K–$15K | $44.01 | $221.03 2026-07-13 | +1.8% rt |
| 2020-04-27 | PANW | SELL | $1K–$15K | $32.81 | $330.30 2026-07-13 | +6.0% rt |
| 2020-04-09 | SCHW | SELL | $1K–$15K | $36.54 | $102.38 2026-07-13 | -11.0% rt |
| 2020-04-09 | A | SELL | $1K–$15K | $78.33 | $134.04 2026-07-13 | +15.7% rt |
| 2020-04-03 | MDT | SELL | $1K–$15K | $86.27 | $83.57 2026-07-13 | -6.6% rt |
| 2020-03-24 | QGEN | SELL | $1K–$15K | $41.14 | $41.44 2026-07-13 | +9.3% rt |
| 2020-03-20 | PYPL | BUY | $1K–$15K | $86.68 | $47.65 2026-07-13 | -45.0% |
| 2020-03-17 | GIS | SELL | $1K–$15K | $59.67 | $36.60 2026-07-13 | +13.3% rt |
| 2020-03-17 | ED | SELL | $1K–$15K | $93.88 | $111.82 2026-07-13 | -19.1% exit |
| 2020-03-16 | FTDR | SELL | $1K–$15K | $36.60 | $74.79 2026-07-13 | -19.7% rt |
| 2020-03-13 | ED | SELL | $1K–$15K | $88.07 | $111.82 2026-07-13 | +4.2% rt |
| 2020-03-09 | MDT | BUY | $1K–$15K | $92.40 | $83.57 2026-07-13 | -9.6% |
| 2020-03-02 | ED | BUY | $1K–$15K | $84.53 | $111.82 2026-07-13 | +32.3% |
| 2020-02-28 | CHD | BUY | $1K–$15K | $69.52 | $97.16 2026-07-13 | +39.8% |
| 2020-02-27 | QGEN | BUY | $1K–$15K | $37.64 | $41.44 2026-07-13 | +10.1% |
| 2020-02-19 | FTDR | BUY | $1K–$15K | $45.57 | $74.79 2026-07-13 | +64.1% |
| 2020-02-07 | CTRCF | BUY | $1K–$15K | — | — | — |
| 2019-11-22 | GIS | BUY | $1K–$15K | $52.69 | $36.60 2026-07-13 | -30.5% |
| 2019-11-08 | RGNX | SELL | $1K–$15K | $39.88 | $12.75 2026-07-13 | +3.9% rt |
| 2019-10-22 | RGNX | BUY | $1K–$15K | $38.40 | $12.75 2026-07-13 | -66.8% |
| 2019-10-11 | MDRX | SELL | $1K–$15K | $10.59 | $4.76 2026-07-13 | -6.2% rt |
| 2019-09-27 | IWM | SELL | $1K–$15K | $151.16 | $293.48 2026-07-13 | -3.7% rt |
| 2019-09-24 | CLOEF | BUY | $1K–$15K | $2.94 | $5.60 2026-07-10 | +90.3% |
| 2019-09-16 | UPS | SELL | $1K–$15K | $122.57 | $112.89 2026-07-13 | +16.6% rt |
| 2019-09-12 | LNN | SELL | $1K–$15K | $96.06 | $114.93 2026-07-13 | -19.6% exit |
| 2019-09-11 | IWM | BUY | $1K–$15K | $157.00 | $293.48 2026-07-13 | +86.9% |
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 |
|---|---|
| Sheldon Whitehouse | 27 · WBA, CERN, STT.PG, ORCL, PANW, SIEGY |
| James B. Renacci | 26 · WBA, SIRI, CERN, ORCL, PANW, SCHW |
| Thomas H Tuberville | 23 · WBA, ORCL, FDX, A, UPS, GIS |
| SUSAN M COLLINS | 23 · UMPQ, ORCL, FDX, HUBB, SCHW, USB |
| K. Michael Conaway | 22 · CERN, AMP, ORCL, FDX, USB, IWM |
| Dean Phillips | 21 · WBA, CERN, STT.PG, ORCL, FDX, SCHW |
| David A Perdue , Jr | 19 · WBA, STT.PG, ORCL, FDX, USB, IWM |
| Kenny Marchant | 19 · DELL, PANW, A, IWM, UPS, XOM |
| Earl Blumenauer | 19 · STT.PG, FDX, SIEGY, SCHW, USB, MDT |
| Shelley M Capito | 18 · CERN, STT.PG, SIEGY, USB, UPS, GIS |
| Alan S. Lowenthal | 17 · ORCL, FDX, SIEGY, UPS, GIS, QGEN |
| Thomas R Carper | 17 · DELL, MDT, PYPL, XOM, WFC, CSCO |