1 year
0.01%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.59 percentage points
2025-09-15 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 56 sales exceeding observed holdings (unmatched amount omitted).
Republican · House MI10
Wikipedia biography ↗Years Elected: About 3.7Rank: #88
Federal elected service; earlier service not yet verified.
0.01%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.59 percentage points
2025-09-15 – 2026-09-15
23.49%
Cumulative estimated return
SPY: 71.90%
Outperformance: -48.41 percentage points
2023-11-10 – 2026-09-15
23.49%
Cumulative estimated return
SPY: 71.90%
Outperformance: -48.41 percentage points
2023-11-10 – 2026-09-15
As of Sep 15, 2026. 273 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, 2025. 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 |
|---|---|---|---|---|---|---|
| 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 |
|---|---|---|---|
| Ameren Corporation Common Stock (AEE) [ST] | not_reported | 15.14721733123897879568281151 | 1560.47 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 0.94972697056030389363722697 | 261.26 |
| John A. James Children’s Trust ⇒ Las Vegas Sands Corp. Common Stock (LVS) [ST] | not_reported | 162.5787441576915261125787442 | 6709.62 |
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. | ||||||
545 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 |
|---|---|---|---|---|
| NVO — Novo Nordisk A/S Common Stock (NVO) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| OTIS — Otis Worldwide Corporation Common Stock (OTIS) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PKG — Packaging Corporation of America Common Stock (PKG) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PPG — PPG Industries, Inc. Common Stock (PPG) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PLD — Prologis, Inc. Common Stock (PLD) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PEG — Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| PSA — Public Storage Common Stock (PSA) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| RGA — Reinsurance Group of America, Incorporated Common Stock (RGA) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| RTX — RTX Corporation Common Stock (RTX) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| SNY — Sanofi - American Depositary Shares (SNY) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| SHEL — Shell PLC American Depositary Shares (SHEL) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| SKX — Skechers U.S.A., Inc. Common Stock (SKX) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| SONY — Sony Group Corporation American Depositary Shares (SONY) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| SO — Southern Company (SO) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| THC — Tenet Healthcare Corporation Common Stock (THC) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| BK — The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| TKO — TKO Group Holdings, Inc. Class A Common Stock (TKO) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| UNP — Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| VLO — Valero Energy Corporation Common Stock (VLO) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| WM — Waste Management, Inc. Common Stock (WM) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| WEC — WEC Energy Group, Inc. Common Stock (WEC) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| WFC — Wells Fargo & Company Common Stock (WFC) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| WAB — Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| ZBRA — Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | Not reported | Sale | Sep 4, 2024 | Sep 12, 2026 |
| UBER — John A. James Children’s Trust ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 28, 2024 | Sep 14, 2026 |
| UPS — John A. James Children’s Trust ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Aug 28, 2024 | Sep 14, 2026 |
| ROST — John A. James Children’s Trust ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual | Aug 28, 2024 | Sep 14, 2026 |
| GOOG — John A. James Children’s Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | Aug 28, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Aug 28, 2024 | Sep 12, 2026 |
| ROST — Ross Stores, Inc. - Common Stock (ROST) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Ptr | Aug 28, 2024 | Sep 12, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Not reported | Purchase | Aug 28, 2024 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | Sale | Aug 28, 2024 | Sep 12, 2026 |
| ROST — John A. James Children’s Trust ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 39 · Annual | Aug 13, 2024 | Sep 14, 2026 |
| ROST — Ross Stores, Inc. - Common Stock (ROST) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 120 · Ptr | Aug 13, 2024 | Sep 12, 2026 |
| LRCX — John A. James Children’s Trust ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual | Jul 30, 2024 | Sep 14, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 80 · Ptr | Jul 30, 2024 | Sep 12, 2026 |
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.