house · trading 2014-12-03 → 2022-09-16
*Notional-weighted price return on disclosed buys, 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 |
|---|---|---|---|---|---|---|
| 2017-10-23 | JPM | BUY | $100K–$250K | $99.34 | $329.05 2026-06-26 | +231.2% |
| 2017-10-23 | CELG | SELL | $100K–$250K | — | — | — exit |
| 2017-10-11 | VMC | SELL | $100K–$250K | — | — | — exit |
| 2017-10-11 | LEN | BUY | $100K–$250K | $53.86 | $93.52 2026-06-26 | +73.7% |
| 2017-10-03 | PX | BUY | $100K–$250K | — | — | — |
| 2017-10-03 | CCL | SELL | $100K–$250K | $64.10 | $29.07 2026-06-26 | -4.4% rt |
| 2017-09-22 | UAL | SELL | $100K–$250K | $58.80 | $136.11 2026-06-26 | -131.5% exit |
| 2017-09-22 | TXN | BUY | $50K–$100K | $88.27 | $285.43 2026-06-26 | +223.4% |
| 2017-09-22 | TXN | BUY | $100K–$250K | $88.27 | $285.43 2026-06-26 | +223.4% |
| 2017-09-22 | DLPH | BUY | $15K–$50K | — | — | — |
| 2017-07-17 | MBFI | SELL | $100K–$250K | — | — | — exit |
| 2017-07-17 | CCL | BUY | $100K–$250K | $67.02 | $29.07 2026-06-26 | -56.6% |
| 2017-06-20 | DXCM | BUY | $100K–$250K | $19.46 | $70.14 2026-06-26 | +260.4% |
| 2017-06-04 | TDOC | BUY | $15K–$50K | $32.90 | $8.39 2026-06-26 | -74.5% |
| 2017-03-23 | DLPH | BUY | $50K–$100K | — | — | — |
| 2017-03-10 | LH | BUY | $100K–$250K | $123.66 | $271.47 2026-06-26 | +119.5% |
| 2017-03-10 | BABA | SELL | $100K–$250K | $103.39 | $94.81 2026-06-26 | +8.3% exit |
| 2017-02-08 | SCHW | SELL | $100K–$250K | $39.44 | $90.67 2026-06-26 | -129.9% exit |
| 2017-02-08 | SAP | BUY | $100K–$250K | $91.79 | $155.09 2026-06-26 | +69.0% |
| 2017-02-06 | GS | BUY | $15K–$50K | $239.98 | $1019.61 2026-06-26 | +324.9% |
| 2017-02-01 | SAP | BUY | $100K–$250K | $90.71 | $155.09 2026-06-26 | +71.0% |
| 2017-02-01 | C | SELL | $100K–$250K | $56.05 | $141.76 2026-06-26 | -6.9% rt |
| 2017-01-09 | C | BUY | $100K–$250K | $60.22 | $141.76 2026-06-26 | +135.4% |
| 2017-01-09 | CELG | BUY | $100K–$250K | — | — | — |
| 2017-01-09 | AMT | SELL | $250K–$500K | $105.02 | $175.59 2026-06-26 | -67.2% exit |
| 2014-12-18 | HD | BUY | $1K–$15K | $100.67 | $348.86 2026-06-26 | +246.5% |
| 2014-12-18 | GOOGL | BUY | $1K–$15K | $25.73 | $337.39 2026-06-26 | +1211.2% |
| 2014-12-18 | TDA | SELL | $1K–$15K | — | — | — exit |
| 2014-12-18 | HD | BUY | $100K–$250K | $100.67 | $348.86 2026-06-26 | +246.5% |
| 2014-12-18 | GOOG | SELL | $50K–$100K | $25.48 | $334.69 2026-06-26 | -1213.3% exit |
| 2014-12-18 | GOOGL | SELL | $50K–$100K | $25.73 | $337.39 2026-06-26 | 0.0% rt |
| 2014-12-03 | SHS | BUY | $1K–$15K | — | — | — |
| 2014-12-03 | SSYS | SELL | $50K–$100K | $92.99 | $8.17 2026-06-26 | +91.2% 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 |
|---|---|
| Hon. James B. Renacci | 28 · AMAT, AMT, AMZN, ATR, BABA, C |
| Hon. Josh Gottheimer | 23 · AMAT, AMZN, BABA, CCL, DAL, DXCM |
| Hon. John A. Yarmuth | 22 · AMT, AMZN, C, CELG, DAL, FB |
| Hon. Kurt Schrader | 21 · AMT, AMZN, C, CDW, CELG, DAL |
| Hon. David P. Roe | 18 · AMT, AMZN, C, CELG, FB, FISV |
| Hon. Rohit Khanna | 17 · AMT, AMZN, C, CELG, DAL, FB |
| Hon. Alan S. Lowenthal | 16 · AMT, AMZN, BABA, CDW, CELG, DAL |
| Hon. Mike Kelly | 16 · AMZN, C, CELG, FB, FDX, GOOGL |
| Hon. Kevin Hern | 15 · AMT, AMZN, DXCM, GS, HD, INTC |
| Hon. Pete Sessions | 15 · AMT, AMZN, BABA, FB, FISV, GOOG |
| Hon. Kenny Marchant | 15 · AMZN, BABA, C, DAL, FB, FISV |
| Hon. K. Michael Conaway | 15 · AMT, AMZN, CELG, FB, FDX, GOOGL |