house · trading 2014-12-02 → 2019-01-02
*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 |
|---|---|---|---|---|---|---|
| 2015-08-04 | WDAY | BUY | $1K–$15K | $82.80 | $124.21 2026-06-26 | +50.0% |
| 2015-08-04 | TW | BUY | $1K–$15K | — | — | — |
| 2015-08-04 | ICE | BUY | $1K–$15K | $46.13 | $123.86 2026-06-26 | +168.5% |
| 2015-08-04 | BWA | BUY | $1K–$15K | $42.64 | $68.11 2026-06-26 | +59.7% |
| 2015-08-04 | AKAM | SELL | $1K–$15K | $75.61 | $113.29 2026-06-26 | +17.5% rt |
| 2015-08-03 | LPLA | SELL | $1K–$15K | $47.34 | $277.33 2026-06-25 | -485.8% exit |
| 2015-08-03 | GMCR | BUY | $1K–$15K | — | — | — |
| 2015-07-31 | FB | BUY | $1K–$15K | — | — | — |
| 2015-07-30 | HMSY | SELL | $1K–$15K | — | — | — exit |
| 2015-07-29 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-07-13 | ALOG | SELL | $1K–$15K | $78.94 | $83.95 2018-06-29 | -6.3% exit |
| 2015-07-10 | EFX | SELL | $1K–$15K | $97.77 | $158.48 2026-06-26 | -62.1% exit |
| 2015-07-10 | ARMH | BUY | $1K–$15K | — | — | — |
| 2015-06-30 | UNP | BUY | $1K–$15K | $95.37 | $268.35 2026-06-26 | +181.4% |
| 2015-06-22 | UNP | BUY | $1K–$15K | $101.44 | $268.35 2026-06-26 | +164.5% |
| 2015-06-22 | PCLN | SELL | $1K–$15K | — | — | — exit |
| 2015-06-18 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-06-03 | CSGP | SELL | $1K–$15K | $20.77 | $30.25 2026-06-26 | -45.6% exit |
| 2015-06-02 | SHPG | BUY | $1K–$15K | $254.92 | $179.20 2019-01-08 | -29.7% |
| 2015-06-02 | IDXX | SELL | $1K–$15K | $67.03 | $554.94 2026-06-25 | -727.8% exit |
| 2015-06-02 | FB | BUY | $1K–$15K | — | — | — |
| 2015-06-01 | PRGO | SELL | $1K–$15K | $192.99 | $9.95 2026-06-26 | +94.8% exit |
| 2015-05-15 | WAGE | SELL | $1K–$15K | — | — | — exit |
| 2015-05-12 | PXD | SELL | $1K–$15K | — | — | — exit |
| 2015-05-05 | MRKT | BUY | $1K–$15K | — | — | — |
| 2015-05-05 | MCO | BUY | $1K–$15K | $108.24 | $450.01 2026-06-26 | +315.8% |
| 2015-05-05 | GILD | BUY | $1K–$15K | $102.99 | $127.88 2026-06-26 | +24.2% |
| 2015-05-05 | COL | BUY | $1K–$15K | $0.70 | $0.05 2020-11-30 | -92.9% |
| 2015-05-05 | BWA | BUY | $1K–$15K | $53.28 | $68.11 2026-06-26 | +27.8% |
| 2015-05-05 | AME | BUY | $1K–$15K | $52.88 | $237.52 2026-06-26 | +349.2% |
| 2015-05-05 | ADBE | BUY | $1K–$15K | $75.00 | $202.73 2026-06-26 | +170.3% |
| 2015-05-04 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-04-17 | YUM | SELL | $1K–$15K | — | — | — exit |
| 2015-04-17 | NOW | BUY | $1K–$15K | $14.66 | $98.34 2026-06-26 | +570.9% |
| 2015-04-16 | UNP | BUY | $1K–$15K | $108.35 | $268.35 2026-06-26 | +147.7% |
| 2015-04-16 | CTSH | SELL | $1K–$15K | $62.45 | $40.03 2026-06-26 | +35.9% exit |
| 2015-04-15 | ADBE | BUY | $1K–$15K | $76.03 | $202.73 2026-06-26 | +166.6% |
| 2015-04-14 | CTSH | SELL | $1K–$15K | $62.62 | $40.03 2026-06-26 | +36.1% exit |
| 2015-04-14 | COST | SELL | $1K–$15K | $149.52 | $952.54 2026-06-26 | -537.1% exit |
| 2015-04-07 | IPGP | SELL | $1K–$15K | $93.66 | $107.19 2026-06-26 | -14.4% exit |
| 2015-04-02 | NXTM | SELL | $1K–$15K | — | — | — exit |
| 2015-04-02 | MCO | BUY | $1K–$15K | $104.70 | $450.01 2026-06-26 | +329.8% |
| 2015-04-02 | CTRX | SELL | $1K–$15K | — | — | — exit |
| 2015-03-30 | CTSH | SELL | $1K–$15K | $63.34 | $40.03 2026-06-26 | +2.1% rt |
| 2015-03-27 | TDG | BUY | $1K–$15K | $217.87 | $1324.56 2026-06-26 | +508.0% |
| 2015-03-26 | VNTV | BUY | $1K–$15K | — | — | — |
| 2015-03-25 | VFC | BUY | $1K–$15K | — | — | — |
| 2015-03-25 | DG | BUY | $1K–$15K | $74.17 | $117.56 2026-06-25 | +58.5% |
| 2015-03-18 | WSM | SELL | $1K–$15K | $40.48 | $240.06 2026-06-25 | -493.0% exit |
| 2015-03-18 | PRGO | SELL | $1K–$15K | $173.70 | $9.95 2026-06-26 | +94.3% 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 | 66 · ADBE, AGN, AKAM, ALGN, AMG, AMZN |
| Hon. Josh Gottheimer | 38 · ADBE, AKAM, ALGN, AMZN, ANET, BIIB |
| Hon. John A. Yarmuth | 28 · AGN, AMZN, BMY, COST, DHR, ECL |
| Hon. Alan S. Lowenthal | 27 · ADBE, AGN, AMZN, ATVI, BIIB, BMRN |
| Hon. Lois Frankel | 27 · BAH, BURL, BWXT, CCJ, CL, COL |
| Hon. K. Michael Conaway | 26 · AGN, AMZN, BIIB, BMY, CERN, COST |
| Hon. Susie Lee | 26 · BAH, BLL, CPRT, CRL, CSGP, DG |
| Hon. Rohit Khanna | 25 · ADBE, AGN, ALGN, AMZN, BLL, CL |
| Hon. Dean Phillips | 25 · AKAM, ALGN, AMZN, ANET, BIIB, BLL |
| Hon. Gilbert Cisneros | 25 · ADBE, AGN, AKAM, ALGN, AMZN, ATVI |
| Hon. Kevin Hern | 23 · ADBE, AMZN, BLL, CERN, CL, COST |
| Hon. David B. McKinley | 23 · AKAM, ARG, ATVI, CERN, COST, CTSH |