Democrat · House NJ11
Wikipedia biography ↗Years Elected: About 6.9Rank: #81
Federal elected service; earlier service not yet verified.
16.33%
Cumulative estimated return
SPY: 13.01%
Outperformance: 3.32 percentage points
2025-10-24 – 2026-10-26
36.25%
Cumulative estimated return
SPY: 85.52%
Outperformance: -49.27 percentage points
2023-10-26 – 2026-10-26
27.24%
Cumulative estimated return
SPY: 67.86%
Outperformance: -40.62 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 177 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, 2024. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| UBS | Joint | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| Cullen/Frost Bankers, Inc. (CFR) [ST] | joint | 81.82143587645735324197177337 | 12975.24 |
| CVS Health Corporation (CVS) [ST] | joint | 107.6928254139184277830125185 | 9964.82 |
| Chevron Corporation (CVX) [ST] | joint | 66.38868143722512654551489503 | 15402.84 |
| Edison International (EIX) [ST] | joint | 106.0933563187906113247579897 | 6130.07 |
| Hasbro, Inc. (HAS) [ST] | joint | 75.75513682416437837326010794 | 8936.08 |
| Altria Group, Inc. (MO) [ST] | joint | 160.2985373672610699258665598 | 11801.18 |
| Pfizer, Inc. (PFE) [ST] | joint | 215.5583413859110375862082764 | 6421.48 |
| Prudential Financial, Inc. (PRU) [ST] | joint | 85.34777042884574354597823768 | 9882.42 |
| The Travelers Companies, Inc. (TRV) [ST] | joint | 58.41913106973347937203358890 | 23377.58 |
| Valero Energy Corporation (VLO) [ST] | joint | 85.42979177789642285104111052 | 36458.02 |
| Wells Fargo & Company (WFC) [ST] | joint | 148.7081784386617100371747212 | 12290.73 |
| Wyndham Hotels & Resorts, Inc. (WH) [ST] | joint | 127.3762139786658175449769145 | 9279.36 |
| Ventas, Inc. (VTR) [ST] | not_reported | 6.3168741080398218451018182 | 552.22 |
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. Unreconciled 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. | ||||||
11 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| UBS — UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial) | Mar 7, 2025 | Sep 11, 2026 |
| UBS — Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Annual | May 14, 2024 | Sep 14, 2026 |
| UBS — UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial) | May 14, 2024 | Sep 12, 2026 |
| UBS — Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$250,001 - $500,000 Original ↗ · Row 1 · Annual | May 13, 2024 | Sep 14, 2026 |
| UBS — UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial) | May 13, 2024 | Sep 12, 2026 |
| UBS — EquatePlus ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 3, 2023 | Sep 14, 2026 |
| UBS — UBS Group AG Registered Ordinary Shares (UBS) [ST] | Spouse | Sale | Mar 3, 2023 | Sep 12, 2026 |
| UBS — Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | May 23, 2022 | Sep 14, 2026 |
| UBS — UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale | May 23, 2022 | Sep 12, 2026 |
| UBS — Brokerage 90126 ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$100,001 - $250,000 Original ↗ · Row 7 · Annual | Mar 9, 2022 | Sep 14, 2026 |
| Not reported — uBS group Ag Registered Ordinary Shares (uBS) [ST] | Joint | Sale (partial) | Mar 9, 2022 | Sep 12, 2026 |
24 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.