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 | $331.41 2026-08-27 | +71.3% rt |
| 2018-04-10 | HUBB | SELL | $1K–$15K | $119.02 | $470.28 2026-08-27 | -295.1% exit |
| 2018-04-01 | RRX | SELL | $1K–$15K | $73.35 | $163.92 2026-08-27 | -123.5% exit |
| 2018-03-13 | ORCL | BUY | $15K–$50K | $52.58 | $151.94 2026-08-27 | +189.0% |
| 2018-03-09 | ACGL | BUY | $1K–$15K | $29.36 | $98.76 2026-08-27 | +236.4% |
| 2018-03-08 | INVA | BUY | $1K–$15K | $16.31 | $20.96 2026-08-27 | +28.5% |
| 2017-11-22 | REGN | BUY | $1K–$15K | $387.54 | $807.71 2026-08-27 | +108.4% |
| 2017-11-20 | REGN | BUY | $1K–$15K | $385.22 | $807.71 2026-08-27 | +109.7% |
| 2017-11-08 | REGN | BUY | $1K–$15K | $415.17 | $807.71 2026-08-27 | +94.5% |
| 2017-11-07 | REGN | BUY | $1K–$15K | $404.39 | $807.71 2026-08-27 | +99.7% |
| 2017-11-06 | REGN | BUY | $1K–$15K | $406.63 | $807.71 2026-08-27 | +98.6% |
| 2017-11-03 | REGN | BUY | $1K–$15K | $408.41 | $807.71 2026-08-27 | +97.8% |
| 2017-10-05 | FDX | BUY | $1K–$15K | $178.57 | $331.41 2026-08-27 | +85.6% |
| 2017-08-28 | SIEGY | BUY | $1K–$15K | $66.40 | $167.16 2026-08-27 | +151.8% |
| 2017-08-03 | SIEGY | BUY | $1K–$15K | $66.60 | $167.16 2026-08-27 | +151.0% |
| 2017-08-01 | ORBK | BUY | $1K–$15K | — | — | — |
| 2017-03-22 | SIRI | BUY | $1K–$15K | $51.00 | $28.50 2026-08-27 | -44.1% |
| 2017-03-12 | XLU | BUY | $1K–$15K | $25.48 | $43.18 2026-08-27 | +69.5% |
| 2017-03-09 | XLU | BUY | $1K–$15K | $25.27 | $43.18 2026-08-27 | +70.9% |
| 2017-03-02 | UL | BUY | $1K–$15K | $53.24 | $64.42 2026-08-27 | +21.0% |
| 2017-02-13 | AAL | BUY | $1K–$15K | $47.41 | $13.72 2026-08-27 | -71.1% |
| 2017-02-10 | EWT | BUY | $1K–$15K | $32.28 | $108.63 2026-08-27 | +236.5% |
| 2017-02-09 | WFM | BUY | $1K–$15K | — | — | — |
| 2017-02-02 | UPS | BUY | $1K–$15K | $105.10 | $105.68 2026-08-27 | +0.6% |
| 2017-02-01 | XLU | BUY | $1K–$15K | $24.16 | $43.18 2026-08-27 | +78.7% |
| 2017-01-31 | PFG | BUY | $1K–$15K | $57.09 | $112.17 2026-08-27 | +96.5% |
| 2017-01-30 | UAA | BUY | $1K–$15K | $28.94 | $5.07 2026-08-27 | -82.5% |
| 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 | $111.59 2026-08-27 | +172.4% |
| 2017-01-26 | AAL | BUY | $1K–$15K | $49.59 | $13.72 2026-08-27 | -72.3% |
| 2017-01-25 | VGI | BUY | $1K–$15K | $15.87 | $7.32 2026-08-27 | -53.9% |
| 2017-01-25 | IYF | BUY | $1K–$15K | $51.67 | $136.88 2026-08-27 | +164.9% |
| 2017-01-24 | NVS | BUY | $1K–$15K | $62.75 | $154.65 2026-08-27 | +146.4% |
| 2016-12-30 | SAN | BUY | $1K–$15K | $5.18 | $14.55 2026-08-27 | +180.9% |
| 2016-12-26 | ALV | SELL | $1K–$15K | $80.30 | $122.92 2026-08-27 | -53.1% exit |
| 2016-12-23 | ALV | SELL | $1K–$15K | $80.30 | $122.92 2026-08-27 | -53.1% exit |
| 2016-12-22 | ALV | SELL | $1K–$15K | $80.35 | $122.92 2026-08-27 | -53.0% exit |
| 2016-12-19 | ALV | SELL | $1K–$15K | $78.34 | $122.92 2026-08-27 | -4.2% rt |
| 2016-12-08 | SNY | BUY | $1K–$15K | $39.77 | $44.84 2026-08-27 | +12.8% |
| 2016-10-27 | EWY | SELL | $1K–$15K | $55.21 | $182.14 2026-08-27 | -229.9% exit |
| 2016-10-24 | XLU | SELL | $1K–$15K | $24.09 | $43.18 2026-08-27 | -8.7% rt |
| 2016-10-24 | XLU | BUY | $1K–$15K | $24.09 | $43.18 2026-08-27 | +79.2% |
| 2016-10-24 | EWY | SELL | $1K–$15K | $56.47 | $182.14 2026-08-27 | +0.5% rt |
| 2016-10-21 | EWY | BUY | $1K–$15K | $56.19 | $182.14 2026-08-27 | +224.2% |
| 2016-10-13 | XLU | BUY | $1K–$15K | $24.01 | $43.18 2026-08-27 | +79.8% |
| 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 |
|---|---|
| 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 |