house · trading 2014-03-25 → 2022-11-07
*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 |
|---|---|---|---|---|---|---|
| 2018-05-30 | DIS | BUY | $1K–$15K | $99.98 | $98.79 2026-06-26 | -1.2% |
| 2018-05-30 | CRM | BUY | $1K–$15K | $129.30 | $158.37 2026-06-26 | +22.5% |
| 2018-05-30 | BA | BUY | $1K–$15K | $358.19 | $217.25 2026-06-26 | -39.4% |
| 2018-01-18 | MSFT | BUY | $1K–$15K | $90.10 | $372.97 2026-06-26 | +313.9% |
| 2018-01-18 | BAC | BUY | $1K–$15K | $31.48 | $57.88 2026-06-26 | +83.9% |
| 2018-01-16 | MSFT | BUY | $1K–$15K | $88.35 | $372.97 2026-06-26 | +322.1% |
| 2018-01-16 | GSK | BUY | $1K–$15K | $37.92 | $52.50 2026-06-26 | +38.5% |
| 2018-01-16 | BAC | BUY | $1K–$15K | $31.24 | $57.88 2026-06-26 | +85.3% |
| 2017-12-06 | VZ | SELL | $1K–$15K | $50.68 | $46.54 2026-06-26 | +7.8% rt |
| 2017-12-06 | BRK.B | SELL | $1K–$15K | — | — | — exit |
| 2017-12-04 | GSK | BUY | $1K–$15K | $35.00 | $52.50 2026-06-26 | +50.0% |
| 2017-11-14 | BRK.B | SELL | $1K–$15K | — | — | — exit |
| 2017-09-11 | WHR | BUY | $1K–$15K | — | — | — |
| 2017-09-11 | WFC | BUY | $1K–$15K | $50.66 | $83.86 2026-06-26 | +65.5% |
| 2017-09-11 | MSFT | BUY | $1K–$15K | $74.76 | $372.97 2026-06-26 | +398.9% |
| 2017-09-11 | HON | BUY | $1K–$15K | $133.09 | $464.42 2026-06-26 | +249.0% |
| 2017-03-17 | WFC | SELL | $1K–$15K | $58.67 | $83.86 2026-06-26 | +29.9% rt |
| 2017-03-17 | T | SELL | $1K–$15K | $32.18 | $22.72 2026-06-26 | +29.4% exit |
| 2017-03-17 | MSFT | SELL | $1K–$15K | $64.87 | $372.97 2026-06-26 | +29.3% rt |
| 2017-03-17 | BAC | SELL | $1K–$15K | $24.86 | $57.88 2026-06-26 | -132.8% exit |
| 2016-11-14 | WFC | BUY | $1K–$15K | $53.22 | $83.86 2026-06-26 | +57.6% |
| 2016-09-29 | MSFT | BUY | $1K–$15K | $57.40 | $372.97 2026-06-26 | +549.8% |
| 2016-04-22 | KO | BUY | $1K–$15K | $44.54 | $82.63 2026-06-26 | +85.5% |
| 2016-04-21 | XOM | BUY | $1K–$15K | — | — | — |
| 2016-04-18 | BMY | BUY | $1K–$15K | $68.86 | $57.52 2026-06-26 | -16.5% |
| 2016-03-31 | XOM | BUY | $1K–$15K | — | — | — |
| 2016-03-22 | BMY | BUY | $1K–$15K | $62.80 | $57.52 2026-06-26 | -8.4% |
| 2016-03-07 | GSK | BUY | $1K–$15K | $39.32 | $52.50 2026-06-26 | +33.5% |
| 2016-02-23 | BRK.B | BUY | $1K–$15K | — | — | — |
| 2016-02-12 | BRK.B | BUY | $1K–$15K | — | — | — |
| 2016-02-11 | WFC | BUY | $1K–$15K | $45.16 | $83.86 2026-06-26 | +85.7% |
| 2016-02-11 | BRK.B | BUY | $1K–$15K | — | — | — |
| 2016-02-05 | MSFT | BUY | $1K–$15K | $50.16 | $372.97 2026-06-26 | +643.6% |
| 2015-07-12 | XOM | BUY | $1K–$15K | — | — | — |
| 2015-07-12 | AXP | BUY | $1K–$15K | $77.31 | $340.36 2026-06-26 | +340.3% |
| 2015-07-11 | VZ | BUY | $1K–$15K | $47.00 | $46.54 2026-06-26 | -1.0% |
| 2015-07-11 | GE | BUY | $1K–$15K | $125.90 | $369.00 2026-06-26 | +193.1% |
| 2015-03-07 | CMA | BUY | $1K–$15K | — | — | — |
| 2015-03-03 | UNH | BUY | $1K–$15K | — | — | — |
| 2015-03-02 | GSK | BUY | $1K–$15K | $47.93 | $52.50 2026-06-26 | +9.5% |
| 2015-02-06 | GSK | BUY | $1K–$15K | $46.00 | $52.50 2026-06-26 | +14.1% |
| 2014-03-25 | GSK | BUY | $1K–$15K | $53.89 | $52.50 2026-06-26 | -2.6% |
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 | 29 · AAPL, ABBV, ABT, ADBE, AKAM, ALG |
| Hon. Kurt Schrader | 27 · AAPL, ABBV, ADBE, AMZN, AXP, BA |
| Hon. Mike Kelly | 26 · AAPL, ABBV, AMD, AMZN, AXP, BA |
| Hon. John A. Yarmuth | 24 · AAPL, AMZN, AXP, BA, BAC, BMY |
| Hon. Kenny Marchant | 24 · AAPL, ABBV, ABT, ADBE, AMZN, APPLE |
| Hon. Josh Gottheimer | 23 · AAPL, ABBV, ABT, ADBE, AKAM, ALG |
| Hon. K. Michael Conaway | 23 · AAPL, ABBV, ABT, AMZN, AXP, BAC |
| Hon. David P. Roe | 23 · AAPL, ABBV, ADBE, AMZN, AXP, C |
| Hon. Rohit Khanna | 22 · AAPL, ABBV, ADBE, AMD, AMZN, BAC |
| Hon. Robert J. Wittman | 21 · AAPL, ABBV, ABT, AMZN, AXP, BA |
| Hon. Pete Sessions | 20 · AAPL, ABT, AMZN, AXP, BA, BAC |
| Hon. Dean Phillips | 19 · AAPL, ABBV, ABT, AKAM, AMD, AMZN |