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 | $307.67 2026-08-27 | -28.3% exit |
| 2021-11-26 | IBM | SELL | $1K–$15K | $115.81 | $238.79 2026-08-27 | -106.2% exit |
| 2021-11-26 | GE | SELL | $1K–$15K | $60.96 | $342.73 2026-08-27 | -462.3% exit |
| 2021-11-18 | VAIAF | SELL | $15K–$50K | $60.16 | $58.88 2026-08-27 | +131.4% rt |
| 2021-11-18 | USB | SELL | $15K–$50K | $58.65 | $62.40 2026-08-27 | -6.4% exit |
| 2021-11-18 | UL | SELL | $15K–$50K | $57.79 | $64.42 2026-08-27 | +8.5% rt |
| 2021-11-18 | TNC | SELL | $1K–$15K | $82.54 | $70.00 2026-08-27 | +25.5% rt |
| 2021-11-18 | MITK | SELL | $1K–$15K | $17.92 | $19.21 2026-08-27 | +62.9% rt |
| 2021-11-18 | KYOCF | SELL | $1K–$15K | $15.20 | $24.50 2026-08-27 | +26.1% rt |
| 2021-11-18 | KUBTY | SELL | $1K–$15K | $102.62 | $88.96 2026-08-27 | +19.3% rt |
| 2021-11-18 | GE | SELL | $1K–$15K | $62.72 | $342.73 2026-08-27 | -446.4% exit |
| 2021-11-18 | CSCO | SELL | $15K–$50K | $53.63 | $112.15 2026-08-27 | -109.1% exit |
| 2021-11-18 | CHD | SELL | $15K–$50K | $91.22 | $102.37 2026-08-27 | +31.2% rt |
| 2021-11-18 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2021-11-18 | A | SELL | $1K–$15K | $162.16 | $157.69 2026-08-27 | +2.8% exit |
| 2021-11-03 | WFC | SELL | $1K–$15K | $52.00 | $84.97 2026-08-27 | -63.4% exit |
| 2021-09-17 | XOM | SELL | $1K–$15K | $55.16 | $156.44 2026-08-27 | -183.6% exit |
| 2020-11-26 | CTRCF | SELL | $1K–$15K | — | — | — exit |
| 2020-11-16 | UPS | SELL | $1K–$15K | $168.44 | $105.68 2026-08-27 | +37.3% exit |
| 2020-11-16 | DBX | SELL | $1K–$15K | $18.69 | $35.88 2026-08-27 | -25.5% rt |
| 2020-06-03 | BDN | SELL | $1K–$15K | $10.97 | $3.10 2026-08-27 | +71.7% exit |
| 2020-05-19 | SPSC | SELL | $1K–$15K | $59.97 | $84.20 2026-08-27 | -40.4% exit |
| 2020-05-14 | GIS | SELL | $1K–$15K | $62.21 | $40.44 2026-08-27 | +35.0% exit |
| 2020-05-08 | SPSC | SELL | $1K–$15K | $59.59 | $84.20 2026-08-27 | +13.4% rt |
| 2020-04-30 | FSLR | SELL | $1K–$15K | $44.01 | $210.10 2026-08-27 | +1.8% rt |
| 2020-04-27 | PANW | SELL | $1K–$15K | $32.81 | $382.85 2026-08-27 | +6.0% rt |
| 2020-04-09 | SCHW | SELL | $1K–$15K | $36.54 | $108.05 2026-08-27 | -11.0% rt |
| 2020-04-09 | A | SELL | $1K–$15K | $78.33 | $157.69 2026-08-27 | +15.7% rt |
| 2020-04-03 | MDT | SELL | $1K–$15K | $86.27 | $89.97 2026-08-27 | -6.6% rt |
| 2020-03-24 | QGEN | SELL | $1K–$15K | $41.14 | $43.74 2026-08-27 | +9.3% rt |
| 2020-03-20 | PYPL | BUY | $1K–$15K | $86.68 | $61.47 2026-08-27 | -29.1% |
| 2020-03-17 | GIS | SELL | $1K–$15K | $59.67 | $40.44 2026-08-27 | +13.3% rt |
| 2020-03-17 | ED | SELL | $1K–$15K | $93.88 | $106.69 2026-08-27 | -13.7% exit |
| 2020-03-16 | FTDR | SELL | $1K–$15K | $36.60 | $82.81 2026-08-27 | -19.7% rt |
| 2020-03-13 | ED | SELL | $1K–$15K | $88.07 | $106.69 2026-08-27 | +4.2% rt |
| 2020-03-09 | MDT | BUY | $1K–$15K | $92.40 | $89.97 2026-08-27 | -2.6% |
| 2020-03-02 | ED | BUY | $1K–$15K | $84.53 | $106.69 2026-08-27 | +26.2% |
| 2020-02-28 | CHD | BUY | $1K–$15K | $69.52 | $102.37 2026-08-27 | +47.3% |
| 2020-02-27 | QGEN | BUY | $1K–$15K | $37.64 | $43.74 2026-08-27 | +16.2% |
| 2020-02-19 | FTDR | BUY | $1K–$15K | $45.57 | $82.81 2026-08-27 | +81.7% |
| 2020-02-07 | CTRCF | BUY | $1K–$15K | — | — | — |
| 2019-11-22 | GIS | BUY | $1K–$15K | $52.69 | $40.44 2026-08-27 | -23.3% |
| 2019-11-08 | RGNX | SELL | $1K–$15K | $39.88 | $9.37 2026-08-27 | +3.9% rt |
| 2019-10-22 | RGNX | BUY | $1K–$15K | $38.40 | $9.37 2026-08-27 | -75.6% |
| 2019-10-11 | MDRX | SELL | $1K–$15K | $10.59 | $4.81 2026-08-27 | -6.2% rt |
| 2019-09-27 | IWM | SELL | $1K–$15K | $151.16 | $299.81 2026-08-27 | -3.7% rt |
| 2019-09-24 | CLOEF | BUY | $1K–$15K | $2.94 | $5.60 2026-08-26 | +90.3% |
| 2019-09-16 | UPS | SELL | $1K–$15K | $122.57 | $105.68 2026-08-27 | +16.6% rt |
| 2019-09-12 | LNN | SELL | $1K–$15K | $96.06 | $114.26 2026-08-27 | -18.9% exit |
| 2019-09-11 | IWM | BUY | $1K–$15K | $157.00 | $299.81 2026-08-27 | +91.0% |
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 |
|---|---|
| Alan Armstrong | 31 · DELL, SAN, FSLR, AMP, ORCL, FDX |
| 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 |