1 year
-1.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: -16.33 percentage points
2025-09-15 – 2026-09-15
Missing information
- 5 rows without a saved price.
- 15 sales exceeding observed holdings (unmatched amount omitted).
Republican · House TX26
Wikipedia biography ↗Years Elected: About 22.0Rank: #115
Federal elected service; earlier service not yet verified.
-1.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: -16.33 percentage points
2025-09-15 – 2026-09-15
5.74%
Cumulative estimated return
SPY: 70.83%
Outperformance: -65.09 percentage points
2023-09-15 – 2026-09-15
2.70%
Cumulative estimated return
SPY: 69.11%
Outperformance: -66.41 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 117 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2023. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| WBD | Not reported | $1 - $1,000 | Unavailable | Unavailable | $28.03Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| American Airlines Group, Inc. (AAL) [ST] | not_reported | 36.42649199417758369723435226 | 465.17 |
| Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) [ST] | not_reported | 131.0912665902015402261183025 | 5698.54 |
| Bath & Body Works, Inc. (BBWI) [ST] | not_reported | 11.59638554216867469879518072 | 193.89 |
| Wells Fargo IRA ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 25.89996762706377468436387180 | 13384.07 |
| Wells Fargo IRA ⇒ Chemours Company (CC) [ST] | not_reported | 1030.453392517438173747622067 | 15127.06 |
| Wells Fargo IRA ⇒ Cigna Corporation (CI) [ST] | not_reported | 1.671397562197361830021706462 | 482.87 |
| CME Group Inc. - Class A (CME) [ST] | not_reported | 5.6778849641703793553041331 | 1561.93 |
| Walt Disney Company (DIS) [ST] | not_reported | 60.0097611410217257131385786 | 6386.24 |
| Wells Fargo IRA ⇒ Kyndryl Holdings, Inc. (KD) [ST] | not_reported | 24.08565928777670837343599615 | 318.89 |
| L Brands, Inc. (LB) [ST] | not_reported | 13.45791879537510083355740791 | 1173.80 |
| Wells Fargo IRA ⇒ Nokia Corporation Sponsored American Depositary Shares (NOK) [ST] | not_reported | 146.3450292397660818713450292 | 1440.04 |
| Wells Fargo IRA ⇒ Organon & Co. (OGN) [ST] | not_reported | 34.70873786407766990291262136 | 474.12 |
| Valero Energy Corporation (VLO) [ST] | not_reported | 2.8517548990933021351272302 | 1132.26 |
| Wells Fargo IRA ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | not_reported | 43.98066783831282952548330404 | 1232.78 |
| Spouse's Wells Fargo IRA ⇒ Advance Auto Parts Inc. (AAP) [ST] | spouse | 131.0912665902015402261183025 | 5698.54 |
| Brighthouse Financial, Inc. (BHF) [ST] | spouse | 9.457671957671957671957671958 | 463.43 |
| Spouse's Wells Fargo IRA ⇒ Chemours Company (CC) [ST] | spouse | 1030.453392517438173747622067 | 15127.06 |
| Toyota Motor Corporation (TM) [ST] | spouse | 65.44197858392948681407319995 | 12791.94 |
| Valero Energy Corporation (VLO) [ST] | spouse | 1.2628389596015495296070836 | 501.40 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
157 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| BX — Blackstone Inc. (BX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 27 · Annual | Sep 25, 2023 | Sep 12, 2026 |
| PRU — Prudential Financial, Inc. Common Stock (PRU) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 15, 2023 | Sep 14, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Sep 15, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 37 · Annual | Sep 15, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 34 · Annual | Sep 13, 2023 | Sep 12, 2026 |
| BBY — Best Buy Co., Inc. (BBY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 22, 2023 | Sep 14, 2026 |
| PRU — Prudential Financial, Inc. (PRU) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 22, 2023 | Sep 14, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 22, 2023 | Sep 14, 2026 |
| BBY — Best Buy Co., Inc. (BBY) [ST] | Spouse | Purchase | Aug 22, 2023 | Sep 12, 2026 |
| PRU — Prudential Financial, Inc. (PRU) [ST] | Spouse | Purchase | Aug 22, 2023 | Sep 12, 2026 |
| STLA — Stellantis N.V. Common Shares (STLA) [ST] | Spouse | Purchase | Aug 22, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 16, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 10 · Annual | Aug 14, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 13 · Annual | Aug 14, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 17 · Annual | Aug 14, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Annual | Aug 14, 2023 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 9, 2023 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 9, 2023 | Sep 14, 2026 |
| CC — Chemours Company (CC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 9, 2023 | Sep 14, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 9, 2023 | Sep 14, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Aug 9, 2023 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Multiple owners | PurchaseAnnual schedule; may repeat a PTRSource rows (2)$30,002–$100,000 Original ↗ · Row 77 · Annual Original ↗ · Row 78 · Annual | Aug 9, 2023 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | Purchase | Aug 9, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | Purchase | Aug 9, 2023 | Sep 12, 2026 |
| RY — Royal Bank Of Canada (RY) [ST] | Spouse | Purchase | Aug 9, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Not reported | Purchase | Aug 9, 2023 | Sep 12, 2026 |
| CME — CME Group Inc. - Class A (CME) [ST] | Not reported | Purchase | Aug 9, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 10 · Ptr | Aug 9, 2023 | Sep 12, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 40 · Annual | Jul 21, 2023 | Sep 12, 2026 |
| CI — The Cigna Group (CI) [ST] | Not reported | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 75 · Annual | Jul 21, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 23 · Annual | Jul 17, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 24 · Annual | Jul 14, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 6, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 6, 2023 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 6, 2023 | Sep 14, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Jul 6, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | Purchase | Jul 6, 2023 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | Purchase | Jul 6, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Purchase | Jul 6, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 11 · Annual | Jul 6, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 16 · Annual | Jul 6, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | Purchase | Jul 6, 2023 | Sep 12, 2026 |
| CC — Chemours Company (CC) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 29 · Annual | Jul 6, 2023 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 22 · Annual | Jun 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 36 · Annual | Apr 10, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 5, 2023 | Sep 14, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 5, 2023 | Sep 14, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Not reported | Purchase | Apr 5, 2023 | Sep 12, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Not reported | Purchase | Apr 5, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 73 · Annual | Apr 5, 2023 | Sep 12, 2026 |
52 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.