house · trading 2017-09-05 → 2026-05-08
*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 |
|---|---|---|---|---|---|---|
| 2021-11-24 | MSFT | BUY | $50K–$100K | $337.91 | $505.06 2026-08-27 | +49.5% |
| 2021-11-18 | CG | SELL | $50K–$100K | $59.30 | $49.24 2026-08-27 | +10.8% rt |
| 2021-11-18 | AMD | SELL | $50K–$100K | $155.02 | $476.67 2026-08-27 | -207.5% exit |
| 2021-11-18 | AAPL | SELL | $50K–$100K | $157.87 | $314.58 2026-08-27 | +204.4% rt |
| 2021-11-16 | SLVM | SELL | $897–$897 | $33.10 | $36.60 2026-08-27 | -10.6% exit |
| 2021-11-16 | NEE | SELL | $1K–$15K | $86.98 | $83.47 2026-08-27 | +4.0% exit |
| 2021-11-10 | CVS | SELL | $15K–$50K | $92.96 | $92.92 2026-08-27 | +7.4% rt |
| 2021-11-10 | BNY | SELL | $50K–$100K | $59.16 | $162.24 2026-08-27 | -174.2% exit |
| 2021-11-04 | TJX | BUY | $15K–$50K | $69.74 | $134.22 2026-08-27 | +92.5% |
| 2021-11-04 | SLB | BUY | $15K–$50K | $33.15 | $55.01 2026-08-27 | +65.9% |
| 2021-11-04 | PYPL | BUY | $50K–$100K | $228.22 | $61.47 2026-08-27 | -73.1% |
| 2021-11-04 | FINX | BUY | $15K–$50K | $51.81 | $27.86 2026-08-27 | -46.2% |
| 2021-11-04 | DOW | BUY | $15K–$50K | $57.17 | $30.33 2026-08-27 | -47.0% |
| 2021-10-20 | SYY | BUY | $15K–$50K | $79.82 | $82.45 2026-08-27 | +3.3% |
| 2021-10-20 | DG | BUY | $50K–$100K | $215.23 | $125.89 2026-08-27 | -41.5% |
| 2021-10-20 | CVS | BUY | $15K–$50K | $86.55 | $92.92 2026-08-27 | +7.4% |
| 2021-10-20 | CG | BUY | $50K–$100K | $53.50 | $49.24 2026-08-27 | -8.0% |
| 2021-10-20 | BBH | BUY | $50K–$100K | $196.19 | $241.99 2026-08-27 | +23.3% |
| 2021-10-19 | SQ | BUY | $50K–$100K | — | — | — |
| 2021-10-19 | SLVM | SELL | $1K–$15K | $28.35 | $36.60 2026-08-27 | -29.1% exit |
| 2021-10-19 | JAZZ | BUY | $1K–$15K | $144.00 | $251.10 2026-08-27 | +74.4% |
| 2021-10-19 | AAPL | BUY | $50K–$100K | $148.76 | $314.58 2026-08-27 | +111.5% |
| 2021-10-13 | AFRM | BUY | $15K–$50K | $146.13 | $77.49 2026-08-27 | -47.0% |
| 2021-10-06 | TSM | SELL | $15K–$50K | $109.34 | $427.30 2026-08-27 | -290.8% exit |
| 2021-10-06 | LRNZ | SELL | $15K–$50K | $45.22 | $64.09 2026-08-27 | -41.7% exit |
| 2021-10-06 | GE | SELL | $15K–$50K | $65.00 | $342.73 2026-08-27 | -7.8% rt |
| 2021-10-06 | F | SELL | $15K–$50K | $14.12 | $13.95 2026-08-27 | +1.2% exit |
| 2021-10-06 | FBND | SELL | $50K–$100K | $53.16 | $45.09 2026-08-27 | +15.2% exit |
| 2021-10-05 | CI | SELL | $1K–$15K | $201.40 | $277.67 2026-08-27 | -37.9% exit |
| 2021-09-20 | WCLD | SELL | $50K–$100K | $59.77 | $43.10 2026-08-27 | +27.9% exit |
| 2021-09-20 | LRNZ | SELL | $15K–$50K | $47.97 | $64.09 2026-08-27 | -33.6% exit |
| 2021-09-20 | CRSP | SELL | $50K–$100K | $116.47 | $59.37 2026-08-27 | +49.0% exit |
| 2021-09-20 | CIBR | SELL | $15K–$50K | $49.92 | $100.79 2026-08-27 | -101.9% exit |
| 2021-09-17 | PEJ | SELL | $15K–$50K | $49.64 | $66.86 2026-08-27 | -34.7% exit |
| 2021-09-17 | MGM | SELL | $15K–$50K | $41.54 | $42.97 2026-08-27 | -3.4% exit |
| 2021-06-01 | GE | BUY | $15K–$50K | $70.53 | $342.73 2026-08-27 | +386.0% |
| 2019-11-15 | GLW | BUY | $1K–$15K | $29.35 | $152.80 2026-08-27 | +420.6% |
| 2019-10-17 | BLK | SELL | $15K–$50K | $450.67 | $1167.57 2026-08-27 | +2.6% rt |
| 2019-09-17 | BLK | BUY | $1K–$15K | $439.18 | $1167.57 2026-08-27 | +165.8% |
| 2019-07-30 | GLW | BUY | $1K–$15K | $31.40 | $152.80 2026-08-27 | +386.6% |
| 2019-07-29 | GLW | BUY | $1K–$15K | $34.10 | $152.80 2026-08-27 | +348.1% |
| 2019-03-05 | DWDP | BUY | $1K–$15K | — | — | — |
| 2019-03-05 | BA | SELL | $1K–$15K | $430.12 | $209.89 2026-08-27 | +27.7% rt |
| 2019-01-29 | CAT | BUY | $15K–$50K | $126.53 | $817.00 2026-08-27 | +545.7% |
| 2019-01-08 | CTRL | BUY | $1K–$15K | — | — | — |
| 2018-12-19 | AAPL | BUY | $15K–$50K | $40.22 | $314.58 2026-08-27 | +682.1% |
| 2018-11-04 | AAPL | BUY | $15K–$50K | $51.87 | $314.58 2026-08-27 | +506.5% |
| 2018-10-15 | CTRL | BUY | $1K–$15K | — | — | — |
| 2018-10-11 | CTRL | BUY | $1K–$15K | — | — | — |
| 2018-10-02 | CTRL | BUY | $15K–$50K | — | — | — |
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 | 30 · MGM, AAPL, CI, CVS, F, GE |
| Sheldon Whitehouse | 25 · AAPL, CVS, F, GE, SQ, PYPL |
| Thomas R Carper | 24 · CIBR, MGM, AAPL, CVS, F, TSM |
| Josh Gottheimer | 23 · AAPL, AFRM, F, SQ, TSM, PYPL |
| Thomas H Tuberville | 23 · AAPL, CVS, DG, F, GE, SQ |
| SUSAN M COLLINS | 23 · AAPL, CVS, GE, SLB, TJX, MSFT |
| John A. Yarmuth | 23 · AAPL, CVS, GE, SYY, DOW, SLB |
| David A Perdue , Jr | 21 · AAPL, GE, SYY, BNY, DOW, PYPL |
| James B. Renacci | 21 · AAPL, CI, CVS, DG, GE, SQ |
| Alan S. Lowenthal | 21 · AAPL, CI, CVS, GE, PYPL, TJX |
| Shelley M Capito | 21 · AAPL, F, GE, SYY, TSM, BNY |
| K. Michael Conaway | 20 · CIBR, AAPL, CVS, DG, F, GE |