house · trading 2021-02-11 → 2022-09-13
*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 |
|---|---|---|---|---|---|---|
| 2022-09-13 | WMT | BUY | $15K–$50K | $45.07 | $114.78 2026-07-13 | +154.7% |
| 2022-09-13 | WMT | BUY | $1K–$15K | $45.07 | $114.78 2026-07-13 | +154.7% |
| 2022-09-13 | ONEQ | BUY | $1K–$15K | $45.62 | $101.90 2026-07-13 | +123.4% |
| 2022-09-13 | MSFT | BUY | $15K–$50K | $251.99 | $390.99 2026-07-13 | +55.2% |
| 2022-09-13 | MDT | BUY | $15K–$50K | $90.32 | $83.57 2026-07-13 | -7.5% |
| 2022-09-13 | MDT | BUY | $1K–$15K | $90.32 | $83.57 2026-07-13 | -7.5% |
| 2022-09-13 | IVW | BUY | $1K–$15K | $63.73 | $136.46 2026-07-13 | +114.1% |
| 2022-09-13 | FCNTX | BUY | $1K–$15K | $13.79 | $26.53 2026-07-13 | +92.4% |
| 2022-09-13 | CSCO | BUY | $15K–$50K | $44.11 | $119.25 2026-07-13 | +170.3% |
| 2022-09-13 | CSCO | BUY | $1K–$15K | $44.11 | $119.25 2026-07-13 | +170.3% |
| 2022-09-12 | LMT | BUY | $50K–$100K | $418.64 | $520.68 2026-07-13 | +24.4% |
| 2022-09-12 | LMT | BUY | $1K–$15K | $418.64 | $520.68 2026-07-13 | +24.4% |
| 2022-09-09 | SBUX | BUY | $15K–$50K | $88.69 | $107.34 2026-07-13 | +21.0% |
| 2022-09-09 | SBUX | BUY | $1K–$15K | $88.69 | $107.34 2026-07-13 | +21.0% |
| 2022-09-09 | LUBYX | BUY | $15K–$50K | $9.84 | $10.01 2026-07-13 | +1.7% |
| 2022-09-09 | LUBYX | BUY | $1K–$15K | $9.84 | $10.01 2026-07-13 | +1.7% |
| 2022-09-09 | LUBYX | BUY | $100K–$250K | $9.84 | $10.01 2026-07-13 | +1.7% |
| 2022-09-09 | HD | BUY | $15K–$50K | $299.77 | $337.11 2026-07-13 | +12.5% |
| 2022-09-09 | HD | BUY | $1K–$15K | $299.77 | $337.11 2026-07-13 | +12.5% |
| 2022-09-09 | FBKWX | SELL | $1K–$15K | $9.61 | $9.45 2026-07-13 | +1.7% exit |
| 2022-09-08 | FBKWX | SELL | $15K–$50K | $9.60 | $9.45 2026-07-13 | +1.6% exit |
| 2022-09-08 | FBKWX | SELL | $100K–$250K | $9.60 | $9.45 2026-07-13 | +1.6% exit |
| 2022-03-21 | VZ | BUY | $1K–$15K | $51.10 | $42.68 2026-07-13 | -16.5% |
| 2022-03-21 | QQQ | BUY | $1K–$15K | $350.08 | $711.74 2026-07-13 | +103.3% |
| 2022-03-21 | MSFT | BUY | $1K–$15K | $299.16 | $390.99 2026-07-13 | +30.7% |
| 2022-03-21 | JPM | BUY | $1K–$15K | $139.65 | $334.53 2026-07-13 | +139.6% |
| 2022-03-21 | IVV | BUY | $1K–$15K | $447.61 | $752.58 2026-07-13 | +68.1% |
| 2022-03-21 | CSCO | BUY | $1K–$15K | $56.00 | $119.25 2026-07-13 | +113.0% |
| 2022-03-21 | CMCSA | BUY | $1K–$15K | $43.74 | $23.97 2026-07-13 | -45.2% |
| 2022-03-21 | BRK.B | BUY | $1K–$15K | $349.66 | $496.85 2026-07-13 | +42.1% |
| 2022-03-21 | AAPL | BUY | $1K–$15K | $165.38 | $317.31 2026-07-13 | +91.9% |
| 2022-03-16 | VZ | BUY | $1K–$15K | $52.49 | $42.68 2026-07-13 | -18.7% |
| 2022-03-15 | MDT | BUY | $1K–$15K | $105.40 | $83.57 2026-07-13 | -20.7% |
| 2022-03-07 | V | BUY | $1K–$15K | $190.70 | $357.75 2026-07-13 | +87.6% |
| 2022-03-07 | UNH | BUY | $1K–$15K | $486.87 | $429.09 2026-07-13 | -11.9% |
| 2022-03-07 | MDT | BUY | $1K–$15K | $106.64 | $83.57 2026-07-13 | -21.6% |
| 2022-03-02 | GOOGL | BUY | $1K–$15K | $134.57 | $352.51 2026-07-13 | +161.9% |
| 2022-03-02 | AAPL | BUY | $1K–$15K | $166.56 | $317.31 2026-07-13 | +90.5% |
| 2022-03-01 | WMT | BUY | $1K–$15K | $45.33 | $114.78 2026-07-13 | +153.2% |
| 2021-05-25 | T | BUY | $1K–$15K | $22.30 | $21.55 2026-07-13 | -3.4% |
| 2021-05-25 | VTRS | BUY | $1K–$15K | $14.98 | $16.39 2026-07-13 | +9.4% |
| 2021-05-25 | T | BUY | $1K–$15K | $22.30 | $21.55 2026-07-13 | -3.4% |
| 2021-05-25 | DFS | BUY | $1K–$15K | — | — | — |
| 2021-05-20 | VTRS | BUY | $1K–$15K | $15.59 | $16.39 2026-07-13 | +5.1% |
| 2021-05-20 | T | BUY | $1K–$15K | $22.39 | $21.55 2026-07-13 | -3.7% |
| 2021-04-27 | DOO | SELL | $1.0M–$5.0M | $94.72 | $58.99 2026-07-13 | +37.7% exit |
| 2021-04-27 | DOO | SELL | $1.0M–$5.0M | $94.72 | $58.99 2026-07-13 | +37.7% exit |
| 2021-02-11 | DOO | exchange | $1.0M–$5.0M | $76.09 | $58.99 2026-07-13 | -22.5% |
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 |
|---|---|
| James B. Renacci | 16 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Sheldon Whitehouse | 16 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Thomas H Tuberville | 15 · CSCO, LMT, MDT, MSFT, ONEQ, WMT |
| David P. Roe | 15 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Robert J. Wittman | 15 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Shelley M Capito | 14 · CSCO, LMT, MDT, MSFT, SBUX, WMT |
| K. Michael Conaway | 14 · CSCO, HD, LMT, MDT, MSFT, WMT |
| John Boozman | 14 · CSCO, HD, IVW, MSFT, WMT, DFS |
| Kurt Schrader | 14 · HD, IVW, LMT, MSFT, WMT, DFS |
| John A. Yarmuth | 14 · CSCO, HD, MSFT, SBUX, WMT, T |
| Pete Sessions | 14 · LMT, MDT, MSFT, SBUX, WMT, DFS |
| Scott Scott Franklin | 14 · CSCO, FBKWX, HD, LMT, MSFT, SBUX |