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 |
|---|---|---|---|---|---|---|
| 2018-04-19 | UMPQ | SELL | $1K–$15K | — | — | — exit |
| 2018-04-17 | FDX | SELL | $1K–$15K | $203.06 | $313.74 2026-07-13 | +71.3% rt |
| 2018-04-10 | HUBB | SELL | $1K–$15K | $119.02 | $477.03 2026-07-13 | -300.8% exit |
| 2018-04-01 | RRX | SELL | $1K–$15K | $73.35 | $208.45 2026-07-13 | -184.2% exit |
| 2018-03-13 | ORCL | BUY | $15K–$50K | $52.58 | $131.54 2026-07-13 | +150.2% |
| 2018-03-09 | ACGL | BUY | $1K–$15K | $29.36 | $103.06 2026-07-13 | +251.1% |
| 2018-03-08 | INVA | BUY | $1K–$15K | $16.31 | $22.21 2026-07-13 | +36.2% |
| 2017-11-22 | REGN | BUY | $1K–$15K | $387.54 | $663.09 2026-07-13 | +71.1% |
| 2017-11-20 | REGN | BUY | $1K–$15K | $385.22 | $663.09 2026-07-13 | +72.1% |
| 2017-11-08 | REGN | BUY | $1K–$15K | $415.17 | $663.09 2026-07-13 | +59.7% |
| 2017-11-07 | REGN | BUY | $1K–$15K | $404.39 | $663.09 2026-07-13 | +64.0% |
| 2017-11-06 | REGN | BUY | $1K–$15K | $406.63 | $663.09 2026-07-13 | +63.1% |
| 2017-11-03 | REGN | BUY | $1K–$15K | $408.41 | $663.09 2026-07-13 | +62.4% |
| 2017-10-05 | FDX | BUY | $1K–$15K | $178.57 | $313.74 2026-07-13 | +75.7% |
| 2017-08-28 | SIEGY | BUY | $1K–$15K | $66.40 | $153.67 2026-07-13 | +131.4% |
| 2017-08-03 | SIEGY | BUY | $1K–$15K | $66.60 | $153.67 2026-07-13 | +130.7% |
| 2017-08-01 | ORBK | BUY | $1K–$15K | — | — | — |
| 2017-03-22 | SIRI | BUY | $1K–$15K | $51.00 | $30.67 2026-07-13 | -39.9% |
| 2017-03-12 | XLU | BUY | $1K–$15K | $25.48 | $45.72 2026-07-13 | +79.4% |
| 2017-03-09 | XLU | BUY | $1K–$15K | $25.27 | $45.72 2026-07-13 | +80.9% |
| 2017-03-02 | UL | BUY | $1K–$15K | $53.24 | $61.48 2026-07-13 | +15.5% |
| 2017-02-13 | AAL | BUY | $1K–$15K | $47.41 | $16.31 2026-07-13 | -65.6% |
| 2017-02-10 | EWT | BUY | $1K–$15K | $32.28 | $101.88 2026-07-13 | +215.6% |
| 2017-02-09 | WFM | BUY | $1K–$15K | — | — | — |
| 2017-02-02 | UPS | BUY | $1K–$15K | $105.10 | $112.89 2026-07-13 | +7.4% |
| 2017-02-01 | XLU | BUY | $1K–$15K | $24.16 | $45.72 2026-07-13 | +89.2% |
| 2017-01-31 | PFG | BUY | $1K–$15K | $57.09 | $113.61 2026-07-13 | +99.0% |
| 2017-01-30 | UAA | BUY | $1K–$15K | $28.94 | $6.75 2026-07-13 | -76.7% |
| 2017-01-30 | INOV | BUY | $1K–$15K | — | — | — |
| 2017-01-26 | STY | BUY | $1K–$15K | $4.64 | $4.64 2016-09-28 | 0.0% |
| 2017-01-26 | ABT | BUY | $1K–$15K | $40.96 | $92.11 2026-07-13 | +124.9% |
| 2017-01-26 | AAL | BUY | $1K–$15K | $49.59 | $16.31 2026-07-13 | -67.1% |
| 2017-01-25 | VGI | BUY | $1K–$15K | $15.87 | $7.41 2026-07-13 | -53.3% |
| 2017-01-25 | IYF | BUY | $1K–$15K | $51.67 | $133.30 2026-07-13 | +158.0% |
| 2017-01-24 | NVS | BUY | $1K–$15K | $62.75 | $153.37 2026-07-13 | +144.4% |
| 2016-12-30 | SAN | BUY | $1K–$15K | $5.18 | $13.66 2026-07-13 | +163.7% |
| 2016-12-26 | ALV | SELL | $1K–$15K | $80.30 | $121.88 2026-07-13 | -51.8% exit |
| 2016-12-23 | ALV | SELL | $1K–$15K | $80.30 | $121.88 2026-07-13 | -51.8% exit |
| 2016-12-22 | ALV | SELL | $1K–$15K | $80.35 | $121.88 2026-07-13 | -51.7% exit |
| 2016-12-19 | ALV | SELL | $1K–$15K | $78.34 | $121.88 2026-07-13 | -4.2% rt |
| 2016-12-08 | SNY | BUY | $1K–$15K | $39.77 | $44.00 2026-07-13 | +10.6% |
| 2016-10-27 | EWY | SELL | $1K–$15K | $55.21 | $168.02 2026-07-13 | -204.3% exit |
| 2016-10-24 | XLU | SELL | $1K–$15K | $24.09 | $45.72 2026-07-13 | -8.7% rt |
| 2016-10-24 | XLU | BUY | $1K–$15K | $24.09 | $45.72 2026-07-13 | +89.8% |
| 2016-10-24 | EWY | SELL | $1K–$15K | $56.47 | $168.02 2026-07-13 | +0.5% rt |
| 2016-10-21 | EWY | BUY | $1K–$15K | $56.19 | $168.02 2026-07-13 | +199.0% |
| 2016-10-13 | XLU | BUY | $1K–$15K | $24.01 | $45.72 2026-07-13 | +90.4% |
| 2016-10-03 | WFM | BUY | $1K–$15K | — | — | — |
| 2016-09-30 | WFM | BUY | $1K–$15K | — | — | — |
| 2016-09-30 | EMC | BUY | $1K–$15K | — | — | — |
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 |