house · trading 2017-01-01 → 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 |
|---|---|---|---|---|---|---|
| 2018-05-03 | HHC | SELL | $50K–$100K | — | — | — exit |
| 2018-04-30 | BKCC | SELL | $50K–$100K | — | — | — exit |
| 2018-04-30 | ARCC | SELL | $15K–$50K | $16.04 | $18.19 2026-06-26 | -13.4% exit |
| 2018-04-27 | AGN | SELL | $15K–$50K | — | — | — exit |
| 2018-04-10 | LW | SELL | $15K–$50K | $63.77 | $45.16 2026-06-26 | +59.8% rt |
| 2018-04-09 | MIC | BUY | $250K–$500K | — | — | — |
| 2018-04-02 | TMO | SELL | $1K–$15K | $203.14 | $513.03 2026-06-26 | -152.6% exit |
| 2018-04-02 | CBRE | SELL | $1K–$15K | $46.46 | $137.40 2026-06-26 | -195.7% exit |
| 2018-04-02 | AMZN | SELL | $1K–$15K | $68.60 | $232.69 2026-06-26 | -239.2% exit |
| 2018-03-28 | THO | BUY | $1K–$15K | $112.39 | $78.74 2026-06-26 | -29.9% |
| 2018-03-28 | AMAT | BUY | $1K–$15K | $54.06 | $626.84 2026-06-26 | +1059.5% |
| 2018-02-28 | WY | SELL | $1K–$15K | — | — | — exit |
| 2018-02-28 | TJX | SELL | $1K–$15K | $41.34 | $155.43 2026-06-26 | -276.0% exit |
| 2018-02-28 | AGN | SELL | $1K–$15K | — | — | — exit |
| 2018-02-27 | THO | BUY | $15K–$50K | $127.44 | $78.74 2026-06-26 | -38.2% |
| 2018-02-27 | AMZN | SELL | $1K–$15K | $75.60 | $232.69 2026-06-26 | -207.8% exit |
| 2017-12-20 | NKE | SELL | $15K–$50K | $63.59 | $40.75 2026-06-26 | +35.9% exit |
| 2017-12-20 | CLB | BUY | $15K–$50K | $103.59 | $11.02 2026-06-26 | -89.4% |
| 2017-12-11 | BKCC | SELL | $250K–$500K | — | — | — exit |
| 2017-12-08 | SLB | SELL | $15K–$50K | $63.54 | $47.00 2026-06-26 | +26.0% exit |
| 2017-12-08 | CLB | SELL | $15K–$50K | $101.00 | $11.02 2026-06-26 | +89.1% exit |
| 2017-12-08 | BKCC | SELL | $50K–$100K | — | — | — exit |
| 2017-12-08 | AGN | SELL | $15K–$50K | — | — | — exit |
| 2017-12-04 | DORM | BUY | $1K–$15K | $67.45 | $134.37 2026-06-25 | +99.2% |
| 2017-10-30 | NXPI | SELL | $15K–$50K | $116.73 | $298.64 2026-06-25 | -155.8% exit |
| 2017-10-30 | BABA | BUY | $1K–$15K | $181.58 | $94.81 2026-06-26 | -47.8% |
| 2017-10-06 | CE | SELL | $1K–$15K | $107.92 | $49.42 2026-06-26 | +54.2% exit |
| 2017-09-26 | FTAI | BUY | $50K–$100K | $15.35 | $260.08 2026-06-26 | +1593.8% |
| 2017-09-25 | BABA | BUY | $15K–$50K | $169.59 | $94.81 2026-06-26 | -44.1% |
| 2017-09-22 | WEC | SELL | $1K–$15K | $63.61 | $118.85 2026-06-26 | -86.8% exit |
| 2017-09-22 | SYY | SELL | $1K–$15K | $53.37 | $82.82 2026-06-26 | -55.2% exit |
| 2017-09-22 | SJM | SELL | $1K–$15K | $104.59 | $115.64 2026-06-26 | -10.6% exit |
| 2017-09-22 | SCG | SELL | $1K–$15K | $55.22 | $47.78 2018-12-31 | +13.5% exit |
| 2017-09-22 | PSX | SELL | $1K–$15K | $89.89 | $171.65 2026-06-26 | -91.0% exit |
| 2017-09-22 | PII | SELL | $1K–$15K | $107.38 | $72.56 2026-06-26 | +32.4% exit |
| 2017-09-22 | PAYX | SELL | $1K–$15K | $59.75 | $96.72 2026-06-25 | -61.9% exit |
| 2017-09-22 | HRS | SELL | $1K–$15K | — | — | — exit |
| 2017-09-22 | GWW | SELL | $1K–$15K | $176.61 | $1353.61 2026-06-26 | -666.4% exit |
| 2017-09-22 | GD | SELL | $1K–$15K | $205.41 | $346.71 2026-06-26 | -68.8% exit |
| 2017-09-22 | FV | SELL | $15K–$50K | $25.89 | $73.23 2026-06-26 | -182.8% exit |
| 2017-09-22 | FRT | SELL | $1K–$15K | $123.14 | $125.08 2026-06-26 | -1.6% exit |
| 2017-09-22 | FDS | SELL | $1K–$15K | $168.61 | $231.74 2026-06-26 | -37.4% exit |
| 2017-09-22 | EV | SELL | $1K–$15K | — | — | — exit |
| 2017-09-22 | ES | SELL | $1K–$15K | $60.71 | $73.48 2026-06-26 | -21.0% exit |
| 2017-09-22 | CLX | SELL | $1K–$15K | $129.83 | $97.54 2026-06-26 | +24.9% exit |
| 2017-09-22 | BDX | SELL | $1K–$15K | $148.07 | $155.92 2026-06-26 | -5.3% exit |
| 2017-09-22 | ADI | SELL | $1K–$15K | $84.92 | $386.91 2026-06-26 | -355.6% exit |
| 2017-08-14 | LC | SELL | $15K–$50K | $29.05 | $20.10 2026-06-26 | +30.8% exit |
| 2017-08-07 | ANSS | SELL | $1K–$15K | — | — | — exit |
| 2017-07-20 | CE | SELL | $1K–$15K | $98.30 | $49.42 2026-06-26 | +49.7% 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 | 22 · AAPL, ABT, ADBE, AGN, AMAT, AMZN |
| Hon. Josh Gottheimer | 17 · AAPL, ABT, ADBE, ADI, AMAT, AMZN |
| Hon. Frank A. LoBiondo | 17 · AAPL, ABT, ADI, BDX, CLX, ES |
| Hon. Lois Frankel | 16 · ABT, ADI, AMAT, CLX, DORM, ES |
| Hon. David B. McKinley | 15 · AAPL, ABT, AZO, BDX, CLX, FDS |
| Hon. Alan S. Lowenthal | 14 · AAPL, ADBE, ADI, AGN, AMZN, ARCC |
| Hon. K. Michael Conaway | 14 · AAPL, ABT, AGN, AMZN, BDX, CE |
| Hon. John A. Yarmuth | 13 · AAPL, AGN, AMZN, GD, GILD, GS |
| Hon. Robert J. Wittman | 13 · AAPL, ABT, AGN, AMZN, BDX, CLX |
| Hon. Earl Blumenauer | 12 · AAPL, AGN, AMZN, AZO, GD, GILD |
| Hon. Kurt Schrader | 12 · AAPL, ADBE, AMZN, CLB, GD, GILD |
| Hon. Dean Phillips | 12 · AAPL, ABT, AMZN, CLX, GILD, GS |