house · trading 2017-06-30 → 2020-12-21
*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 |
|---|---|---|---|---|---|---|
| 2020-03-31 | MTSC | SELL | $15K–$50K | — | — | — exit |
| 2020-03-30 | UL | BUY | $15K–$50K | — | — | — |
| 2020-03-30 | NSRGY | SELL | $50K–$100K | $104.54 | $102.71 2026-06-26 | -4.2% rt |
| 2020-03-30 | DNTUY | SELL | $50K–$100K | $19.25 | $18.28 2026-06-26 | -60.9% rt |
| 2020-03-30 | CHKP | SELL | $50K–$100K | $99.19 | $130.05 2026-06-26 | -4.1% rt |
| 2020-03-30 | ADYEY | BUY | $100K–$250K | $8.72 | $9.48 2026-06-26 | +8.7% |
| 2020-03-27 | IFNNY | BUY | $50K–$100K | $14.75 | $89.36 2026-06-26 | +505.8% |
| 2020-03-27 | HSBC | SELL | $100K–$250K | $28.87 | $93.75 2026-06-26 | -224.7% exit |
| 2020-03-27 | DBSDY | BUY | $50K–$100K | $47.68 | $202.50 2026-06-26 | +324.7% |
| 2020-03-27 | AAGIY | BUY | $50K–$100K | $34.40 | $36.39 2026-06-25 | +5.8% |
| 2020-03-26 | TDOC | SELL | $50K–$100K | $159.50 | $8.39 2026-06-26 | +230.0% rt |
| 2020-03-26 | PLYA | SELL | $50K–$100K | — | — | — exit |
| 2020-03-23 | WCC | BUY | $15K–$50K | — | — | — |
| 2020-03-13 | TSM | SELL | $50K–$100K | $52.23 | $432.35 2026-06-26 | -10.0% rt |
| 2020-03-11 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-03-11 | NVEE | BUY | $1K–$15K | — | — | — |
| 2020-03-06 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-03-04 | VSAT | BUY | $1K–$15K | $57.42 | $61.95 2026-06-26 | +7.9% |
| 2020-03-03 | VSAT | BUY | $15K–$50K | $59.03 | $61.95 2026-06-26 | +5.0% |
| 2020-03-03 | OSW | BUY | $15K–$50K | $12.44 | $28.20 2026-06-26 | +126.7% |
| 2020-03-03 | OSW | BUY | $1K–$15K | $12.44 | $28.20 2026-06-26 | +126.7% |
| 2020-03-02 | WW | BUY | $15K–$50K | — | — | — |
| 2020-03-02 | ENS | BUY | $15K–$50K | $63.87 | $221.90 2026-06-26 | +247.4% |
| 2020-02-20 | SGIOY | BUY | $100K–$250K | $9.77 | $8.52 2026-06-26 | -12.8% |
| 2020-02-11 | PRSP | BUY | $15K–$50K | — | — | — |
| 2020-02-11 | PRSP | BUY | $1K–$15K | — | — | — |
| 2020-02-11 | KRNT | BUY | $100K–$250K | $43.00 | $16.06 2026-06-26 | -62.6% |
| 2020-02-11 | AQUA | SELL | $50K–$100K | — | — | — exit |
| 2020-02-10 | AQUA | SELL | $50K–$100K | — | — | — exit |
| 2020-02-06 | EXLS | SELL | $100K–$250K | $14.83 | $26.00 2026-06-26 | -75.3% exit |
| 2020-02-05 | SNA | SELL | $100K–$250K | $163.74 | $397.10 2026-06-26 | +4.7% rt |
| 2020-02-05 | PAYC | SELL | $15K–$50K | $322.50 | $129.18 2026-06-26 | +59.9% exit |
| 2020-02-05 | OLLI | BUY | $100K–$250K | $53.99 | $71.91 2026-06-26 | +33.2% |
| 2020-01-31 | GS | BUY | $15K–$50K | $237.75 | $1019.61 2026-06-26 | +328.9% |
| 2020-01-27 | PLYA | BUY | $15K–$50K | — | — | — |
| 2020-01-27 | GSAH | BUY | $100K–$250K | — | — | — |
| 2020-01-24 | GSAH | BUY | $50K–$100K | — | — | — |
| 2020-01-23 | GSAH | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | PLYA | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | MTSC | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | MSM | BUY | $250K–$500K | $75.05 | $118.18 2026-06-26 | +57.5% |
| 2020-01-09 | KMPR | BUY | $250K–$500K | $77.76 | $25.40 2026-06-25 | -67.3% |
| 2020-01-09 | DASTY | BUY | $50K–$100K | $33.94 | $20.30 2026-06-26 | -40.2% |
| 2020-01-09 | CXW | BUY | $50K–$100K | $15.56 | $30.77 2026-06-26 | +97.8% |
| 2020-01-08 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-01-07 | NVEE | BUY | $50K–$100K | — | — | — |
| 2020-01-03 | YNDX | SELL | $15K–$50K | — | — | — exit |
| 2020-01-03 | TSM | BUY | $50K–$100K | $58.06 | $432.35 2026-06-26 | +644.7% |
| 2020-01-03 | SONVY | SELL | $15K–$50K | — | — | — exit |
| 2020-01-03 | RHHBY | BUY | $15K–$50K | $40.65 | $51.74 2026-06-26 | +27.3% |
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. Josh Gottheimer | 72 · AAGIY, ABEV, ADDYY, ADYEY, AIQUY, ALC |
| Hon. James B. Renacci | 63 · ABEV, ALGN, ALRM, ANSS, AOS, ASGN |
| Hon. Gilbert Cisneros | 24 · ALGN, ANSS, BABA, CGNX, CSGP, CVET |
| Hon. Lois Frankel | 23 · AOS, CXW, DEO, DORM, DUK, FAST |
| Hon. Lamar Smith | 19 · ALGN, CSGP, FAST, GWRE, HCSG, LIN |
| Hon. Alan S. Lowenthal | 13 · ALC, ARCC, AZN, BABA, BIDU, CHKP |
| Hon. Dean Phillips | 13 · ALGN, AZN, CTL, GS, INFO, JKHY |
| Hon. Susie Lee | 13 · AQUA, CSGP, CTL, ESI, GDDY, HHC |
| Hon. Earl Blumenauer | 12 · AZN, DEO, GE, GS, HCP, HHC |
| Hon. Katherine M. Clark | 12 · CHKP, CHL, CTL, GE, GS, HSBC |
| Hon. Pete Sessions | 11 · ARCC, BABA, CHKP, GE, GIS, GS |
| Hon. Debbie Dingell | 11 · ALC, ARCC, DUK, GE, GS, NSRGY |