house · trading 2023-01-10 → 2023-03-16
*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).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2023-03-16 | WCC | BUY | $15K–$50K | $147.25 | $350.66 2026-08-27 | +138.1% |
| 2023-02-24 | SYK | SELL | $15K–$50K | $262.31 | $322.12 2026-08-27 | -22.8% exit |
| 2023-02-24 | JNJ | SELL | $15K–$50K | $155.97 | $265.77 2026-08-27 | -70.4% exit |
| 2023-01-27 | SYK | SELL | $15K–$50K | $254.17 | $322.12 2026-08-27 | -26.7% exit |
| 2023-01-27 | SPGI | SELL | $15K–$50K | $353.25 | $435.39 2026-08-27 | -23.3% exit |
| 2023-01-27 | JNJ | SELL | $15K–$50K | $168.23 | $265.77 2026-08-27 | -58.0% exit |
| 2023-01-27 | BAC.PL | BUY | $15K–$50K | $1248.50 | $1282.80 2026-08-27 | +2.8% |
| 2023-01-27 | AON | SELL | $15K–$50K | $319.30 | $349.56 2026-08-27 | -9.5% exit |
| 2023-01-18 | TTWO | BUY | $1K–$15K | $103.22 | $233.00 2026-08-27 | +125.7% |
| 2023-01-10 | SYK | SELL | $15K–$50K | $263.81 | $322.12 2026-08-27 | -22.1% exit |
| 2023-01-10 | SPGI | SELL | $15K–$50K | $335.28 | $435.39 2026-08-27 | -29.9% exit |
| 2023-01-10 | MKL | SELL | $1K–$15K | $1371.67 | $1805.82 2026-08-27 | -31.6% exit |
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 |
|---|---|
| Thomas H. Kean Jr. | 7 · AON, JNJ, MKL, SPGI, SYK, TTWO |
| Alan Armstrong | 5 · AON, JNJ, SPGI, SYK, TTWO |
| Thomas H Tuberville | 3 · AON, JNJ, SPGI |
| Lois Frankel | 3 · AON, JNJ, MKL |
| SUSAN M COLLINS | 3 · AON, JNJ, SYK |
| Kenny Marchant | 3 · JNJ, MKL, SYK |
| RICHARD M BURR | 3 · AON, JNJ, MKL |
| Jared Moskowitz | 3 · JNJ, SPGI, SYK |
| David A Perdue , Jr | 2 · JNJ, SYK |
| James B. Renacci | 2 · AON, JNJ |
| Alan S. Lowenthal | 2 · JNJ, SPGI |
| Josh Gottheimer | 2 · JNJ, SPGI |