Democrat · House VA
Wikipedia biography ↗Years Elected: About 4.0Rank: Unranked
Federal elected service; earlier service not yet verified.
13.27%
Cumulative estimated return
SPY: 13.01%
Outperformance: 0.26 percentage points
2025-10-24 – 2026-10-26
376.90%
Cumulative estimated return
SPY: 85.52%
Outperformance: 291.38 percentage points
2023-10-26 – 2026-10-26
532.82%
Cumulative estimated return
SPY: 67.86%
Outperformance: 464.96 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 4 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
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 Apr 15, 2026. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| D | Joint | None | Unavailable | Unavailable | $66.62Oct 30, 2026 | Unavailable |
| DOW | Joint | None | Unavailable | Unavailable | $34.70Oct 30, 2026 | Unavailable |
| AAPL | Dependent | $500,001 - $1,000,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| NVDA | Dependent | $50,001 - $100,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| UBER | Dependent | $50,001 - $100,000 | Unavailable | Unavailable | $65.25Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| META | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| MMM | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $174.34Oct 30, 2026 | Unavailable |
| AAPL | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BLE | Joint | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KO | Joint | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CAG | Joint | None | Unavailable | Unavailable | $14.57Oct 30, 2026 | Unavailable |
| DUK | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| F | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $12.25Oct 30, 2026 | Unavailable |
| GIS | Joint | None | Unavailable | Unavailable | $34.29Oct 30, 2026 | Unavailable |
| HD | Joint | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INSW | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $111.95Oct 30, 2026 | Unavailable |
| K | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NFLX | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | $62.08Oct 30, 2026 | Unavailable |
| NSC | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $342.64Oct 30, 2026 | Unavailable |
| NVDA | Joint | $5,000,001 - $25,000,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PEP | Joint | None | Unavailable | Unavailable | $137.34Oct 30, 2026 | Unavailable |
| SNAP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $5.34Oct 30, 2026 | Unavailable |
| SOLV | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $81.33Oct 30, 2026 | Unavailable |
| SO | Joint | $500,001 - $1,000,000 | Unavailable | Unavailable | $93.71Oct 30, 2026 | Unavailable |
| KHC | Joint | None | Unavailable | Unavailable | $24.34Oct 30, 2026 | Unavailable |
| TSN | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $57.04Oct 30, 2026 | Unavailable |
| UBER | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $65.25Oct 30, 2026 | Unavailable |
| UNP | Joint | $250,001 - $500,000 | Unavailable | Unavailable | $304.00Oct 30, 2026 | Unavailable |
| KLG | Joint | None | 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 |
|---|---|---|---|
| Schwab Dependent Brokerage ⇒ Apple Inc. - Common Stock (AAPL) [ST] | dependent | 2815.000187666554066734226626 | 968106.71 |
| Schwab Dependent Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | dependent | 377.1333031628702167244933876 | 81460.79 |
| Schwab Dependent Brokerage ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | dependent | 970.5033643892339544513457557 | 64179.39 |
| Truist Brokerage ⇒ Apple Inc. - Common Stock (AAPL) [ST] | joint | 1407.501032166047367038246444 | 484053.68 |
| Walt Disney Company (DIS) [ST] | joint | 51.65278584802117631867777132 | 5702.47 |
| Truist Brokerage ⇒ Ford Motor Company Common Stock (F) [ST] | joint | 29504.36664044059795436664044 | 341660.57 |
| Truist Brokerage ⇒ International Seaways, Inc. Common Stock (INSW) [ST] | joint | 5034.239495234259632165391328 | 572644.74 |
| Truist Brokerage ⇒ 3M Company Common Stock (MMM) [ST] | joint | 1157.104601957154192012695054 | 199936.10 |
| Truist Brokerage ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | joint | 911.9218423228442196391226108 | 485689.57 |
| Truist Brokerage ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | joint | 6963.146411660941416767245381 | 444945.06 |
| Truist Brokerage ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | joint | 1259.616741123912532330119915 | 420699.40 |
| Truist Brokerage ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | joint | 75426.16030572735958163624478 | 16292050.63 |
| Truist Brokerage ⇒ Snap Inc. Class A Common Stock (SNAP) [ST] | joint | 1324.586092715231788079470199 | 8397.88 |
| Truist Brokerage ⇒ Southern Company (SO) [ST] | joint | 7924.772823330515638207945900 | 733596.22 |
| Truist Brokerage ⇒ Solventum Corporation Common Stock (SOLV) [ST] | joint | 470.3400868306801736613603473 | 40359.88 |
| Truist Brokerage ⇒ Tyson Foods, Inc. Common Stock (TSN) [ST] | joint | 2761.131271694540864626065005 | 155727.80 |
| Truist Brokerage ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | joint | 2264.499223602484472049689441 | 149751.33 |
| Truist Brokerage ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | joint | 1511.915897270491472805708987 | 448993.66 |
| Schwab IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 2815.000187666554066734226626 | 968106.71 |
| Schwab IRA ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 111.6776854581732630513118318 | 70419.48 |
| Schwab IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 3771.310403781364710614974607 | 814603.05 |
| QuantumScape Corporation Class A (QS) [ST] | spouse | 360.5452906714736367733213159 | 1406.13 |
| Tesla, Inc. (TSLA) [ST] | spouse | 22.71191733378754329188667462 | 8894.44 |
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. | ||||||
0 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.
No accepted public-equity trades are available yet.
12 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.