Republican · House TN01
Wikipedia biography ↗Years Elected: About 5.8Rank: Unranked
Federal elected service; earlier service not yet verified.
9.33%
Cumulative estimated return
SPY: 12.24%
Outperformance: -2.91 percentage points
2025-12-31 – 2026-10-26
9.33%
Cumulative estimated return
SPY: 12.24%
Outperformance: -2.91 percentage points
2025-12-31 – 2026-10-26
9.33%
Cumulative estimated return
SPY: 12.24%
Outperformance: -2.91 percentage points
2025-12-31 – 2026-10-26
As of Oct 26, 2026. 0 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 Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| No individual public-equity holdings are identified in this disclosure. | ||||||
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 |
|---|---|---|---|
| APPLE INC (AAPL) | not_reported | 919.5946443022143750459795483 | 316257.79 |
| ABBVIE INC (ABBV) | not_reported | 284.4807212569477876493500810 | 81572.00 |
| AECOM (ACM) | not_reported | 167.8485261722437847477184517 | 10191.76 |
| ADOBE INC (ADBE) | not_reported | 185.7224492128346524186405326 | 48031.54 |
| AUTOMATIC DATA PROCESSING (ADP) | not_reported | 62.20503051743575788205108268 | 18731.18 |
| AUTODESK INC (ADSK) | not_reported | 54.05560622951927299753386710 | 13484.17 |
| AMERICAN ELECTRIC POWER (AEP) | not_reported | 563.7065302228774607579568120 | 72842.16 |
| ALIGN TECHNOLOGY INC (ALGN) | not_reported | 51.23599103426192763368555876 | 7801.19 |
| AMERICAN TOWER CORP (AMT) | not_reported | 91.13743805889388847753032978 | 17159.36 |
| AMAZON COM INC (AMZN) | not_reported | 465.7352049215839182046616411 | 116009.98 |
| BROADCOM INC (AVGO) | not_reported | 722.3374747182895117018202831 | 237771.83 |
| AUTOZONE INC (AZO) | not_reported | 19.16585581601061477222467935 | 61140.42 |
| BANK OF AMERICA CORP (BAC) | not_reported | 1181.836363636363636363636364 | 59706.37 |
| BOOZ ALLEN HAMILTON HOLDINGS (BAH) | not_reported | 189.6752015173067804646752015 | 15811.32 |
| BOOKING HOLDINGS INC (BKNG) | not_reported | 303.4406843275764518713132524 | 46468.91 |
| BAKER HUGHES CO (BKR) | not_reported | 351.3614404918752744839701362 | 19679.75 |
| BRISTOL MYERS SQUIBB CO (BMY) | not_reported | 296.6444197256210604375231738 | 18276.26 |
| CBOE GLOBAL MARKETS (CBOE) | not_reported | 63.74900398406374501992031872 | 21371.85 |
| CDW CORP/DE (CDW) | not_reported | 117.4816446402349486049926579 | 19176.53 |
| COMCAST CORP CLASS A (CMCSA) | not_reported | 571.4257419872857607159189532 | 12599.94 |
| CENTENE CORP (CNC) | not_reported | 388.8456865127582017010935602 | 26453.17 |
| CENTERPOINT ENERGY INC (CNP) | not_reported | 417.3448095983307250912884716 | 17194.61 |
| CENCORA INC (COR) | not_reported | 47.37527757216876387860843820 | 15633.84 |
| COSTCO WHOLESALE CORP (COST) | not_reported | 18.55532620544100934666140965 | 18651.07 |
| CSX CORP (CSX) | not_reported | 1219.909638554216867469879518 | 62593.56 |
| CVS HEALTH CORP (CVS) | not_reported | 201.6255040322580645161290322 | 18656.41 |
| CHEVRON CORP (CVX) | not_reported | 104.9865494390131881110163375 | 24357.93 |
| WALT DISNEY CO/THE (DIS) | not_reported | 140.6434033576514019513052650 | 15527.03 |
| AMDOCS LTD (DOX) | not_reported | 198.7454974537324555955781890 | 12457.37 |
| DOMINOS PIZZA INC (DPZ) | not_reported | 38.38827311549349839259152632 | 12027.81 |
| EVEREST GROUP LTD (EG) | not_reported | 47.15190805952556357742743480 | 18748.07 |
| ELEVANCE HEALTH INC (ELV) | not_reported | 45.64541434888033090857224362 | 19687.78 |
| EOG RESOURCES INC (EOG) | not_reported | 152.3759641938862965431863632 | 24940.90 |
| EATON CORP PLC (ETN) | not_reported | 204.0783648865027785626824904 | 75900.83 |
| ETSY INC (ETSY) | not_reported | 144.3091630591630591630591631 | 12328.33 |
| EDWARDS LIFESCIENCES CORP (EW) | not_reported | 187.6950146627565982404692082 | 16997.66 |
| FIDELITY NATIONAL INFO SERV (FIS) | not_reported | 240.7613602166716822148660848 | 8876.87 |
| FORTINET INC (FTNT) | not_reported | 201.4985518196700667422239012 | 36940.73 |
| GEN DIGITAL INC (GEN) | not_reported | 2390.621552041191614564178006 | 58355.07 |
| GENERAL MILLS INC (GIS) | not_reported | 344.1075268817204301075268818 | 11596.42 |
| ALPHABET INC CL C (GOOG) | not_reported | 1115.363288718929254302103250 | 350435.99 |
| ALPHABET INC CL A (GOOGL) | not_reported | 103.8354632587859424920127796 | 32895.07 |
| GOLDMAN SACHS GROUP INC (GS) | not_reported | 73.94880546075085324232081912 | 66056.99 |
| HYATT HOTELS CORP CL A (H) | not_reported | 99.80663672654690618762475050 | 17162.75 |
| HOULIHAN LOKEY INC (HLI) | not_reported | 91.85946380389230150984557092 | 12052.88 |
| HONEYWELL INTERNATIONAL INC (HON) | not_reported | 38.99256451637704393911388329 | 8550.29 |
| INTERCONTINENTAL EXCHANGE IN (ICE) | not_reported | 98.79599901210175351938750308 | 15812.30 |
| ILLUMINA INC (ILMN) | not_reported | 121.9960353766392192741689539 | 33065.81 |
| IQVIA HOLDINGS INC (IQV) | not_reported | 70.98620291912514972716383478 | 19421.83 |
| INGERSOLL RAND INC (IR) | not_reported | 201.9818227720272658419591012 | 15051.69 |
| JPMORGAN CHASE & CO (JPM) | not_reported | 201.7286326112593879957792812 | 67385.43 |
| KEURIG DR PEPPER INC (KDP) | not_reported | 571.2602641913602284898250624 | 19988.40 |
| KLACORP (KLAC) | not_reported | 534.9524311156467063897027356 | 79820.25 |
| KNIGHT-SWIFT TRANSPORTATION (KNX) | not_reported | 306.0635042081101759755164498 | 18495.42 |
| LINDE PLC (LIN) | not_reported | 37.52667745491216960998147236 | 19047.04 |
| ELI LILLY & CO (LLY) | not_reported | 60.48405106636394089403357278 | 77367.57 |
| LOCKHEED MARTIN CORP (LMT) | not_reported | 33.08247358736328488432195506 | 21013.99 |
| LPL FINANCIAL HOLDINGS INC (LPLA) | not_reported | 44.79939524596130694067250888 | 14211.71 |
| MASTERCARD INC A (MA) | not_reported | 28.02865751121076233183856502 | 17195.58 |
| MCKESSON CORP (MCK) | not_reported | 79.24148776652159602091943094 | 78676.50 |
| MEDTRONIC PLC (MDT) | not_reported | 421.6219029773058505100978555 | 39965.54 |
| META PLATFORMS INC CLASS A (META) | not_reported | 227.2432547076913754185035374 | 143290.51 |
| ALTRIA GROUP INC (MO) | not_reported | 277.5060700659035726673603884 | 20430.00 |
| MERCK & CO INC (MRK) | not_reported | 617.5280258407752232566977010 | 86830.62 |
| MARSH & MCLENNAN COS (MRSH) | not_reported | 86.24946097455799913755929280 | 16794.50 |
| MICROSOFT CORP (MSFT) | not_reported | 723.7107646499317646085769820 | 385448.35 |
| MOTOROLA SOLUTIONS INC (MSI) | not_reported | 20.87159553375769591985808202 | 10135.66 |
| NEXTERA ENERGY INC (NEE) | not_reported | 199.3148978574987543597409068 | 16351.79 |
| NIKE INC CL B (NKE) | not_reported | 251.1536650447339507141735992 | 9521.24 |
| NORTHROP GRUMMAN CORP (NOC) | not_reported | 14.03079567177004963083776153 | 7933.15 |
| SERVICENOW INC (NOW) | not_reported | 424.3162086298061231150858412 | 67118.34 |
| NVIDIA CORP (NVDA) | not_reported | 1340.487935656836461126005362 | 289545.39 |
| NXP SEMICONDUCTORS NV (NXPI) | not_reported | 73.71694462360637611720261678 | 18121.84 |
| ORACLE CORP (ORCL) | not_reported | 769.5910933251244163973115798 | 97014.65 |
| OREILLY AUTOMOTIVE INC (ORLY) | not_reported | 444.0412235500493366955377700 | 40429.95 |
| OTIS WORLDWIDE CORP (OTIS) | not_reported | 183.1825987406983400114481969 | 13788.15 |
| PAYCHEX INC (PAYX) | not_reported | 142.6368336601889819932251738 | 16503.08 |
| PACCAR INC (PCAR) | not_reported | 146.1145100904027029495023286 | 15249.97 |
| PEPSICO INC (PEP) | not_reported | 111.4896878483835005574136009 | 15102.39 |
| PROGRESSIVE CORP (PGR) | not_reported | 285.4426488670296855787809590 | 65437.73 |
| PROLOGIS INC (PLD) | not_reported | 125.3407488641704527651574495 | 15831.79 |
| PHILIP MORRIS INTERNATIONAL (PM) | not_reported | 252.5000000000000000000000000 | 50972.18 |
| PNC FINANCIAL SERVICES GROUP (PNC) | not_reported | 76.65884156565898529200402434 | 17312.63 |
| PAYPAL HOLDINGS INC (PYPL) | not_reported | 274.0835902706406303528605686 | 15071.86 |
| QUALCOMM INC (QCOM) | not_reported | 93.54574685764396375328851214 | 16800.82 |
| RESTAURANT BRANDS INTERN (QSR) | not_reported | 234.5156089696614392495969514 | 17466.72 |
| REGENERON PHARMACEUTICALS (REGN) | not_reported | 20.73017477036288494176480496 | 16743.14 |
| REGAL REXNORD CORP (RRX) | not_reported | 114.0322120866590649942987457 | 17159.57 |
| RTX CORPORATION (RTX) | not_reported | 354.4220283533260632497273718 | 69991.26 |
| SCHWAB CHARLES CORP (SCHW) | not_reported | 160.1541387248523671304173756 | 14370.63 |
| SELECTIVE INSURANCE GROUP (SIGI) | not_reported | 191.2393928528743874746026055 | 18892.54 |
| SANDISK CORP (SNDK) | not_reported | 67.40668969584632235234644874 | 84634.49 |
| STELLANTIS NV (STLA) | not_reported | 1469.329660238751147842056933 | 5994.87 |
| CONSTELLATION BRANDS INC A (STZ) | not_reported | 115.9828935923456074224412873 | 15729.60 |
| THERMO FISHER SCIENTIFIC INC (TMO) | not_reported | 27.61411683492967469151781862 | 18912.63 |
| T-MOBILE US INC (TMUS) | not_reported | 199.4730102442868400315208825 | 29308.57 |
| TEXAS INSTRUMENTS INC (TXN) | not_reported | 92.23009971756297192921782236 | 27495.64 |
| UNITEDHEALTH GROUP INC (UNH) | not_reported | 196.9070915755354275847444791 | 80869.74 |
| UNITED RENTALS INC (URI) | not_reported | 19.77091879602629367864379973 | 22180.99 |
| VISA INC-CLASS A SHARES (V) | not_reported | 427.7066522197827264691625560 | 172861.92 |
| VERISIGN INC (VRSN) | not_reported | 65.86128833093229059477258696 | 20332.70 |
| VERTEX PHARMACEUTICALS INC (VRTX) | not_reported | 89.33518616551967531321686959 | 46230.07 |
| VERIZON COMMUNICATIONS INC (VZ) | not_reported | 392.8553891480481217775595384 | 16932.07 |
| WESTERN DIGITAL CORP (WDC) | not_reported | 235.1018749637197422650490509 | 83726.83 |
| WELLS FARGO &CO (WFC) | not_reported | 697.4356223175965665236051502 | 57643.05 |
| WALMART INC (WMT) | not_reported | 583.4395476169105107261466654 | 70181.94 |
| WILLIS TOWERS WATSON PLC (WTW) | not_reported | 197.8119293974437005477784540 | 64223.60 |
| XCEL ENERGY INC (XEL) | not_reported | 216.6395884105063633901976712 | 16867.56 |
| ZIMMER BIOMET HOLDINGS INC (ZBH) | not_reported | 88.97353202846975088967971530 | 8669.58 |
| APPLE INC (AAPL) | spouse | 919.5946443022143750459795483 | 316257.79 |
| ABBVIE INC (ABBV) | spouse | 177.2550221016237034443520504 | 50826.11 |
| AECOM (ACM) | spouse | 167.8485261722437847477184517 | 10191.76 |
| ADOBE INC (ADBE) | spouse | 115.7204491556901625760736021 | 29927.62 |
| AUTOMATIC DATA PROCESSING (ADP) | spouse | 62.20503051743575788205108268 | 18731.18 |
| AUTODESK INC (ADSK) | spouse | 54.05560622951927299753386710 | 13484.17 |
| AMEREN CORPORATION (AEE) | spouse | 80.11716402964149809733627078 | 8659.06 |
| AMERICAN ELECTRIC POWER (AEP) | spouse | 351.2357991501170757089584598 | 45386.69 |
| ALIGN TECHNOLOGY INC (ALGN) | spouse | 102.4719820685238552673711175 | 15602.38 |
| ADVANCED MICRO DEVICES (AMD) | spouse | 37.35758311542771759432200224 | 19847.34 |
| AMERICAN TOWER CORP (AMT) | spouse | 91.13743805889388847753032978 | 17159.36 |
| AMAZON COM INC (AMZN) | spouse | 649.8613638332900095312364614 | 161873.97 |
| BROADCOM INC (AVGO) | spouse | 433.4036405663103149378792256 | 142663.48 |
| AUTOZONE INC (AZO) | spouse | 19.16585581601061477222467935 | 61140.42 |
| BANK OF AMERICA CORP (BAC) | spouse | 1181.836363636363636363636364 | 59706.37 |
| BOOZ ALLEN HAMILTON HOLDINGS (BAH) | spouse | 189.6752015173067804646752015 | 15811.32 |
| BOOKING HOLDINGS INC (BKNG) | spouse | 303.4406843275764518713132524 | 46468.91 |
| BAKER HUGHES CO (BKR) | spouse | 889.3500219587176108915239350 | 49812.49 |
| BRISTOL MYERS SQUIBB CO (BMY) | spouse | 296.6444197256210604375231738 | 18276.26 |
| CBOE GLOBAL MARKETS (CBOE) | spouse | 63.74900398406374501992031872 | 21371.85 |
| CDW CORP/DE (CDW) | spouse | 117.4816446402349486049926579 | 19176.53 |
| COMCAST CORP CLASS A (CMCSA) | spouse | 1446.366725593841672067710364 | 31892.39 |
| CENTENE CORP (CNC) | spouse | 388.8456865127582017010935602 | 26453.17 |
| CENTERPOINT ENERGY INC (CNP) | spouse | 417.3448095983307250912884716 | 17194.61 |
| CENCORA INC (COR) | spouse | 47.37527757216876387860843820 | 15633.84 |
| COSTCO WHOLESALE CORP (COST) | spouse | 46.96639376580003246979149756 | 47208.74 |
| CSX CORP (CSX) | spouse | 481.9578313253012048192771084 | 24729.26 |
| CVS HEALTH CORP (CVS) | spouse | 201.6255040322580645161290322 | 18656.41 |
| CHEVRON CORP (CVX) | spouse | 104.9865494390131881110163375 | 24357.93 |
| DOLLAR GENERAL CORP (DG) | spouse | 60.25834149280711003991865632 | 7738.38 |
| WALT DISNEY CO/THE (DIS) | spouse | 140.6434033576514019513052650 | 15527.03 |
| AMDOCS LTD (DOX) | spouse | 198.7454974537324555955781890 | 12457.37 |
| DOMINOS PIZZA INC (DPZ) | spouse | 38.38827311549349839259152632 | 12027.81 |
| EVEREST GROUP LTD (EG) | spouse | 47.15190805952556357742743480 | 18748.07 |
| ELEVANCE HEALTH INC (ELV) | spouse | 45.64541434888033090857224362 | 19687.78 |
| EOG RESOURCES INC (EOG) | spouse | 152.3759641938862965431863632 | 24940.90 |
| EATON CORP PLC (ETN) | spouse | 204.0783648865027785626824904 | 75900.83 |
| ETSY INC (ETSY) | spouse | 288.6183261183261183261183262 | 24656.66 |
| EDWARDS LIFESCIENCES CORP (EW) | spouse | 187.6950146627565982404692082 | 16997.66 |
| FIDELITY NATIONAL INFO SERV (FIS) | spouse | 240.7613602166716822148660848 | 8876.87 |
| FORTINET INC (FTNT) | spouse | 201.4985518196700667422239012 | 36940.73 |
| GEN DIGITAL INC (GEN) | spouse | 2390.621552041191614564178006 | 58355.07 |
| GENERAL MILLS INC (GIS) | spouse | 344.1075268817204301075268818 | 11596.42 |
| ALPHABET INC CL C (GOOG) | spouse | 1115.363288718929254302103250 | 350435.99 |
| ALPHABET INC CL A (GOOGL) | spouse | 103.8354632587859424920127796 | 32895.07 |
| GOLDMAN SACHS GROUP INC (GS) | spouse | 122.2992036405005688282138794 | 109247.43 |
| HYATT HOTELS CORP CL A (H) | spouse | 99.80663672654690618762475050 | 17162.75 |
| HOULIHAN LOKEY INC (HLI) | spouse | 91.85946380389230150984557092 | 12052.88 |
| HONEYWELL INTERNATIONAL INC (HON) | spouse | 38.99256451637704393911388329 | 8550.29 |
| INTERCONTINENTAL EXCHANGE IN (ICE) | spouse | 98.79599901210175351938750308 | 15812.30 |
| ILLUMINA INC (ILMN) | spouse | 121.9960353766392192741689539 | 33065.81 |
| IQVIA HOLDINGS INC (IQV) | spouse | 70.98620291912514972716383478 | 19421.83 |
| INGERSOLL RAND INC (IR) | spouse | 100.9909113860136329209795506 | 7525.84 |
| INTUITIVE SURGICAL INC (ISRG) | spouse | 28.25234832968429973868211032 | 12759.61 |
| JPMORGAN CHASE & CO (JPM) | spouse | 201.7286326112593879957792812 | 67385.43 |
| KEURIG DR PEPPER INC (KDP) | spouse | 571.2602641913602284898250624 | 19988.40 |
| KLACORP (KLAC) | spouse | 534.9524311156467063897027356 | 79820.25 |
| KNIGHT-SWIFT TRANSPORTATION (KNX) | spouse | 306.0635042081101759755164498 | 18495.42 |
| LINDE PLC (LIN) | spouse | 37.52667745491216960998147236 | 19047.04 |
| ELI LILLY & CO (LLY) | spouse | 60.48405106636394089403357278 | 77367.57 |
| LOCKHEED MARTIN CORP (LMT) | spouse | 33.08247358736328488432195506 | 21013.99 |
| LPL FINANCIAL HOLDINGS INC (LPLA) | spouse | 113.3941820421647954755438587 | 35972.04 |
| MASTERCARD INC A (MA) | spouse | 28.02865751121076233183856502 | 17195.58 |
| MCKESSON CORP (MCK) | spouse | 49.37400187738482731716831852 | 49021.97 |
| MEDTRONIC PLC (MDT) | spouse | 421.6219029773058505100978555 | 39965.54 |
| META PLATFORMS INC CLASS A (META) | spouse | 227.2432547076913754185035374 | 143290.51 |
| ALTRIA GROUP INC (MO) | spouse | 277.5060700659035726673603884 | 20430.00 |
| MERCK & CO INC (MRK) | spouse | 152.0140604218126543796313889 | 21374.70 |
| MARSH & MCLENNAN COS (MRSH) | spouse | 86.24946097455799913755929280 | 16794.50 |
| MICROSOFT CORP (MSFT) | spouse | 723.7107646499317646085769820 | 385448.35 |
| NEXTERA ENERGY INC (NEE) | spouse | 199.3148978574987543597409068 | 16351.79 |
| NIKE INC CL B (NKE) | spouse | 251.1536650447339507141735992 | 9521.24 |
| SERVICENOW INC (NOW) | spouse | 264.3840981787322932306286312 | 41820.28 |
| NORFOLK SOUTHERN CORP (NSC) | spouse | 27.71023829315599889165973954 | 9254.94 |
| NVIDIA CORP (NVDA) | spouse | 1876.680965147453083109919571 | 405363.09 |
| NXP SEMICONDUCTORS NV (NXPI) | spouse | 73.71694462360637611720261678 | 18121.84 |
| ORACLE CORP (ORCL) | spouse | 769.5910933251244163973115798 | 97014.65 |
| OREILLY AUTOMOTIVE INC (ORLY) | spouse | 175.4303256221905492818769872 | 15972.93 |
| OTIS WORLDWIDE CORP (OTIS) | spouse | 183.1825987406983400114481969 | 13788.15 |
| PAYCHEX INC (PAYX) | spouse | 142.6368336601889819932251738 | 16503.08 |
| PACCAR INC (PCAR) | spouse | 146.1145100904027029495023286 | 15249.97 |
| PROGRESSIVE CORP (PGR) | spouse | 285.4426488670296855787809590 | 65437.73 |
| PROLOGIS INC (PLD) | spouse | 125.3407488641704527651574495 | 15831.79 |
| PHILIP MORRIS INTERNATIONAL (PM) | spouse | 99.75685785536159600997506234 | 20137.92 |
| PNC FINANCIAL SERVICES GROUP (PNC) | spouse | 76.65884156565898529200402434 | 17312.63 |
| PAYPAL HOLDINGS INC (PYPL) | spouse | 274.0835902706406303528605686 | 15071.86 |
| QUALCOMM INC (QCOM) | spouse | 93.54574685764396375328851214 | 16800.82 |
| RESTAURANT BRANDS INTERN (QSR) | spouse | 234.5156089696614392495969514 | 17466.72 |
| REGENERON PHARMACEUTICALS (REGN) | spouse | 20.73017477036288494176480496 | 16743.14 |
| REGAL REXNORD CORP (RRX) | spouse | 114.0322120866590649942987457 | 17159.57 |
| REPUBLIC SERVICES INC (RSG) | spouse | 37.75067239182749020903128391 | 9109.61 |
| RTX CORPORATION (RTX) | spouse | 354.4220283533260632497273718 | 69991.26 |
| SCHWAB CHARLES CORP (SCHW) | spouse | 160.1541387248523671304173756 | 14370.63 |
| SELECTIVE INSURANCE GROUP (SIGI) | spouse | 191.2393928528743874746026055 | 18892.54 |
| SANDISK CORP (SNDK) | spouse | 67.40668969584632235234644874 | 84634.49 |
| STELLANTIS NV (STLA) | spouse | 1469.329660238751147842056933 | 5994.87 |
| CONSTELLATION BRANDS INC A (STZ) | spouse | 115.9828935923456074224412873 | 15729.60 |
| TJX COMPANIES INC (TJX) | spouse | 52.08319770848252066922726385 | 7484.36 |
| THERMO FISHER SCIENTIFIC INC (TMO) | spouse | 27.61411683492967469151781862 | 18912.63 |
| T-MOBILE US INC (TMUS) | spouse | 199.4730102442868400315208825 | 29308.57 |
| TEXAS INSTRUMENTS INC (TXN) | spouse | 92.23009971756297192921782236 | 27495.64 |
| UNITEDHEALTH GROUP INC (UNH) | spouse | 196.9070915755354275847444791 | 80869.74 |
| UNITED RENTALS INC (URI) | spouse | 19.77091879602629367864379973 | 22180.99 |
| VISA INC-CLASS A SHARES (V) | spouse | 427.7066522197827264691625560 | 172861.92 |
| VERISIGN INC (VRSN) | spouse | 65.86128833093229059477258696 | 20332.70 |
| VERTEX PHARMACEUTICALS INC (VRTX) | spouse | 143.3761249338274219163578613 | 74195.71 |
| VERIZON COMMUNICATIONS INC (VZ) | spouse | 392.8553891480481217775595384 | 16932.07 |
| WESTERN DIGITAL CORP (WDC) | spouse | 377.3204852847274627038950484 | 134375.14 |
| WELLS FARGO &CO (WFC) | spouse | 697.4356223175965665236051502 | 57643.05 |
| WALMART INC (WMT) | spouse | 583.4395476169105107261466654 | 70181.94 |
| WILLIS TOWERS WATSON PLC (WTW) | spouse | 197.8119293974437005477784540 | 64223.60 |
| XCEL ENERGY INC (XEL) | spouse | 216.6395884105063633901976712 | 16867.56 |
| ZIMMER BIOMET HOLDINGS INC (ZBH) | spouse | 88.97353202846975088967971530 | 8669.58 |
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.
55 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.
| Filed | Report | Holdings date | Availability |
|---|---|---|---|
| Aug 13, 2021 | Diana Harshbarger — Financial disclosure (H) filed 2021-08-13 Financial | Not established | Needs review |
| Aug 13, 2021 | Diana Harshbarger — Financial disclosure (A) filed 2021-08-13 Financial | Not established | Needs review |
| Apr 26, 2021 | Diana Harshbarger — Financial disclosure (X) filed 2021-04-26 Financial | Not established | Parsed |
| Jul 7, 2020 | Diana Harshbarger — Financial disclosure (C) filed 2020-07-07 Financial | Not established | Needs review |
| May 20, 2020 | Diana Harshbarger — Financial disclosure (X) filed 2020-05-20 Financial | Not established | Parsed |