house · trading 2014-03-17 → 2020-10-28
*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 |
|---|---|---|---|---|---|---|
| 2020-10-28 | VSAT | BUY | $1K–$15K | $33.61 | $72.73 2026-08-27 | +116.4% |
| 2020-10-28 | FTNT | BUY | $1K–$15K | $23.79 | $172.78 2026-08-27 | +626.3% |
| 2020-10-28 | F | BUY | $15K–$50K | $7.70 | $13.95 2026-08-27 | +81.2% |
| 2020-10-28 | CSIQ | BUY | $15K–$50K | $37.99 | $13.98 2026-08-27 | -63.2% |
| 2020-09-29 | LUV | SELL | $15K–$50K | $37.61 | $39.76 2026-08-27 | +8.3% rt |
| 2020-09-29 | LEVI | SELL | $1K–$15K | $13.31 | $21.05 2026-08-27 | -5.9% rt |
| 2020-04-15 | VSAT | BUY | $1K–$15K | $40.38 | $72.73 2026-08-27 | +80.1% |
| 2020-03-16 | LEVI | BUY | $1K–$15K | $14.15 | $21.05 2026-08-27 | +48.8% |
| 2020-03-16 | FTNT | BUY | $15K–$50K | $15.14 | $172.78 2026-08-27 | +1041.2% |
| 2020-03-16 | FB | BUY | $15K–$50K | — | — | — |
| 2020-03-16 | EXC | BUY | $1K–$15K | $21.76 | $43.96 2026-08-27 | +102.0% |
| 2020-03-16 | BIDU | BUY | $1K–$15K | $89.68 | $96.94 2026-08-27 | +8.1% |
| 2020-02-11 | VWDRY | BUY | $15K–$50K | $6.99 | $11.22 2026-08-27 | +60.6% |
| 2020-02-11 | VSAT | BUY | $15K–$50K | $65.00 | $72.73 2026-08-27 | +11.9% |
| 2020-02-11 | RCL | SELL | $1K–$15K | $113.06 | $284.80 2026-08-27 | -151.9% exit |
| 2020-02-11 | FTNT | SELL | $15K–$50K | $23.46 | $172.78 2026-08-27 | +210.9% rt |
| 2020-02-11 | BIDU | BUY | $15K–$50K | $133.99 | $96.94 2026-08-27 | -27.6% |
| 2020-02-11 | ALK | SELL | $15K–$50K | $64.55 | $42.20 2026-08-27 | -14.5% rt |
| 2019-10-31 | RCL | SELL | $1K–$15K | $108.83 | $284.80 2026-08-27 | -161.7% exit |
| 2019-10-31 | CHL | SELL | $15K–$50K | — | — | — exit |
| 2019-07-05 | SCHW | SELL | $15K–$50K | $40.86 | $108.05 2026-08-27 | -164.4% exit |
| 2019-06-06 | SNH | SELL | $15K–$50K | — | — | — exit |
| 2019-03-08 | SNH | BUY | $15K–$50K | — | — | — |
| 2019-03-08 | EA | SELL | $15K–$50K | $98.36 | $209.70 2026-08-10 | +2.2% rt |
| 2019-03-08 | CHL | BUY | $15K–$50K | — | — | — |
| 2019-01-11 | ILMN | BUY | $15K–$50K | $298.71 | $227.69 2026-08-27 | -23.8% |
| 2019-01-11 | FB | BUY | $1K–$15K | — | — | — |
| 2019-01-11 | EA | BUY | $1K–$15K | $90.70 | $209.70 2026-08-10 | +131.2% |
| 2018-10-24 | VSM | SELL | $1K–$15K | — | — | — exit |
| 2018-10-24 | EA | BUY | $15K–$50K | $96.25 | $209.70 2026-08-10 | +117.9% |
| 2018-05-17 | ALK | BUY | $1K–$15K | $58.60 | $42.20 2026-08-27 | -28.0% |
| 2018-03-07 | SCHW | SELL | $1K–$15K | $55.43 | $108.05 2026-08-27 | -94.9% exit |
| 2018-03-07 | RCL | SELL | $1K–$15K | $123.53 | $284.80 2026-08-27 | -130.6% exit |
| 2018-03-07 | HCP | SELL | $15K–$50K | — | — | — exit |
| 2018-03-07 | EXC | BUY | $1K–$15K | $26.26 | $43.96 2026-08-27 | +67.4% |
| 2018-03-07 | ALE | SELL | $1K–$15K | — | — | — exit |
| 2017-10-20 | VSM | BUY | $15K–$50K | — | — | — |
| 2017-10-20 | SCHW | SELL | $1K–$15K | $44.68 | $108.05 2026-08-27 | -141.8% exit |
| 2017-10-20 | KR | SELL | $1K–$15K | $21.02 | $56.93 2026-08-27 | -3.3% rt |
| 2017-10-20 | HCP | BUY | $15K–$50K | — | — | — |
| 2017-08-25 | KR | BUY | $1K–$15K | $21.74 | $56.93 2026-08-27 | +161.9% |
| 2017-08-25 | ALK | BUY | $15K–$50K | $75.53 | $42.20 2026-08-27 | -44.1% |
| 2017-06-29 | QCOM | SELL | $15K–$50K | $55.08 | $164.78 2026-08-27 | +15.8% rt |
| 2017-06-29 | FTNT | BUY | $15K–$50K | $7.55 | $172.78 2026-08-27 | +2189.1% |
| 2017-06-29 | ALE | BUY | $1K–$15K | — | — | — |
| 2017-06-29 | AEG | SELL | $1K–$15K | $5.19 | $9.15 2026-08-27 | -18.3% rt |
| 2016-11-30 | KBH | SELL | $15K–$50K | $15.84 | $54.72 2026-08-27 | +16.7% rt |
| 2016-11-30 | GE | SELL | $15K–$50K | $147.42 | $342.73 2026-08-27 | -132.5% exit |
| 2016-11-30 | COST | SELL | $15K–$50K | $150.11 | $934.66 2026-08-27 | -522.6% exit |
| 2016-08-25 | VLO | SELL | $15K–$50K | $55.02 | $346.59 2026-08-27 | -17.0% rt |
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 | 12 · COST, CHKP, QCOM, GE, VLO, ALE |
| Mike Kelly | 10 · COST, CHKP, GE, LUV, ALK, KR |
| Alan Armstrong | 9 · COST, CHKP, QCOM, GE, RCL, FTNT |
| Josh Gottheimer | 8 · COST, CHKP, SCHW, FB, ILMN, CHL |
| Kurt Schrader | 8 · COST, QCOM, GE, VLO, SCHW, FB |
| Thomas H Tuberville | 7 · QCOM, GE, FTNT, KR, EA, FB |
| Sheldon Whitehouse | 7 · COST, QCOM, GE, FB, ILMN, CHL |
| James M Inhofe | 7 · COST, CHKP, QCOM, GE, VLO, FB |
| Earl Blumenauer | 7 · QCOM, GE, ALK, KR, HCP, SCHW |
| Pete Sessions | 7 · COST, CHKP, QCOM, GE, KR, VSM |
| Greg Gianforte | 6 · CHKP, GE, HCP, CHL, BIDU, VSAT |
| K. Michael Conaway | 6 · COST, GE, LUV, VLO, FB, F |