Democrat · House MI06
Wikipedia biography ↗Years Elected: About 11.7Rank: #57
Federal elected service; earlier service not yet verified.
8.98%
Cumulative estimated return
SPY: 14.60%
Outperformance: -5.62 percentage points
2025-09-15 – 2026-09-15
42.37%
Cumulative estimated return
SPY: 70.83%
Outperformance: -28.46 percentage points
2023-09-15 – 2026-09-15
38.07%
Cumulative estimated return
SPY: 69.11%
Outperformance: -31.04 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 33 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 |
|---|---|---|---|---|---|---|
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ALC | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $67.76Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| BDX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $185.92Sep 15, 2026 | Unavailable |
| BX | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| CSCO | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| CMCSA | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $24.42Sep 15, 2026 | Unavailable |
| CTVA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $83.39Sep 15, 2026 | Unavailable |
| DOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $29.85Sep 15, 2026 | Unavailable |
| DD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $128.04Sep 15, 2026 | Unavailable |
| EMR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $147.00Sep 15, 2026 | Unavailable |
| GDV | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MMC | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MDLZ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $62.10Sep 15, 2026 | Unavailable |
| NVS | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEP | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $135.50Sep 15, 2026 | Unavailable |
| PG | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| Q | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $114.59Sep 15, 2026 | Unavailable |
| SDZNY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SOLS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| UBSI | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $47.86Sep 15, 2026 | Unavailable |
| UNH | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $375.93Sep 15, 2026 | Unavailable |
| WMT | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| WM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $217.25Sep 15, 2026 | Unavailable |
| ABT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ALLY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $41.58Sep 15, 2026 | Unavailable |
| GOOG | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AAPL | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| KO | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JCI | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MAR | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $337.24Sep 15, 2026 | Unavailable |
| SOLS | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| AMGN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| COST | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| GDV | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| LYB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MDT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MS | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $206.28Sep 15, 2026 | Unavailable |
| PFE | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $27.55Sep 15, 2026 | Unavailable |
| RTX | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $195.50Sep 15, 2026 | Unavailable |
| SOLS | Not reported | $1,001 - $15,000 | 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 |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Ally Financial Inc. (ALLY) [ST] | not_reported | 717.6087436520203135349966880 | 29838.17 |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 2678.408588791991854549526998 | 65406.74 |
| Morgan Stanley Smith Barney LLC IRA ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 202.9367766774126214718092632 | 182917.06 |
| Morgan Stanley Smith Barney LLC IRA ⇒ Walt Disney Company (DIS) [ST] | not_reported | 659.2291465236881427441328997 | 70155.17 |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 1195.030274059910771191841938 | 408019.19 |
| Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Marriott International - Class A (MAR) [ST] | not_reported | 104.7592186694172253739040743 | 35329.00 |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 1393.284413895597250603752554 | 86522.96 |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Novartis AG (NVS) [ST] | not_reported | 543.9943424965547254660187133 | 75408.50 |
| Morgan Stanley Smith Barney LLC IRA ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | not_reported | 329.3742280773981062165500206 | 18827.03 |
| Morgan Stanley Smith Barney LLC Brokerage Account ⇒ United Bankshares, Inc. (UBSI) [ST] | not_reported | 846.3671875 | 40507.13 |
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. | ||||||
55 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 |
|---|---|---|---|---|
| HONAV — Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | Not reported | ExchangeSource rows (2)$65,002–$150,000 Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jun 29, 2026 | Sep 11, 2026 |
| WAT — Waters Corporation Common Stock (WAT) [ST] | Not reported | Exchange | Feb 10, 2026 | Sep 11, 2026 |
| GOOG — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Annual | Nov 24, 2025 | Sep 14, 2026 |
| AAPL — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 6 · Annual | Nov 24, 2025 | Sep 14, 2026 |
| HON — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Honeywell International Inc. (HON) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Annual | Nov 24, 2025 | Sep 14, 2026 |
| SOLS — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 24, 2025 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Nov 24, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$50,001 - $100,000 Original ↗ · Row 2 · Ptr | Nov 24, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 3 · Ptr | Nov 24, 2025 | Sep 11, 2026 |
| SOLS — Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | Sale | Nov 24, 2025 | Sep 11, 2026 |
| Q — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Qnity Electronics, Inc. Common Stock (Q) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Nov 3, 2025 | Sep 14, 2026 |
| Q — Qnity Electronics, Inc. Common Stock (Q) [ST] | Not reported | Exchange | Nov 3, 2025 | Sep 11, 2026 |
| SOLS — Morgan Stanley Smith Barney LLC IRA ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Oct 30, 2025 | Sep 14, 2026 |
| SOLS — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Oct 30, 2025 | Sep 14, 2026 |
| SOLS — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Oct 30, 2025 | Sep 14, 2026 |
| SOLS — Solstice Advanced Materials Inc. - Common Stock (SOLS) [ST] | Not reported | ExchangeSource rows (3)$3,003–$45,000 Original ↗ · Row 5 · Ptr Original ↗ · Row 6 · Ptr Original ↗ · Row 8 · Ptr | Oct 30, 2025 | Sep 11, 2026 |
| GDV — Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 29, 2025 | Sep 14, 2026 |
| WMT — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 27, 2025 | Sep 14, 2026 |
| WMT — Walmart Inc. Common Stock (WMT) [ST] | Not reported | Purchase | Mar 27, 2025 | Sep 11, 2026 |
| DIS — Morgan Stanley Smith Barney LLC IRA ⇒ Walt Disney Company (DIS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 15, 2025 | Sep 14, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Purchase | Jan 15, 2025 | Sep 11, 2026 |
| GDV — Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 1, 2024 | Sep 14, 2026 |
| GDV — Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 28, 2024 | Sep 14, 2026 |
| AAPL — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 4 · Annual | Jun 13, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Jun 13, 2024 | Sep 12, 2026 |
| AAPL — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (2)$16,002–$65,000 Original ↗ · Row 5 · Annual Original ↗ · Row 6 · Annual | Jun 12, 2024 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Sale (partial)Source rows (2)$16,002–$65,000 Original ↗ · Row 2 · Ptr Original ↗ · Row 3 · Ptr | Jun 12, 2024 | Sep 12, 2026 |
| GDV — Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 8, 2024 | Sep 14, 2026 |
| MDT — Morgan Stanley Smith Barney LLC IRA ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 5, 2023 | Sep 14, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Purchase | Dec 5, 2023 | Sep 12, 2026 |
| BX — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Blackstone Inc. (BX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 10, 2023 | Sep 14, 2026 |
| CTVA — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Corteva, Inc. (CTVA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 10, 2023 | Sep 14, 2026 |
| GDV — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 10, 2023 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| CTVA — Corteva, Inc. (CTVA) [ST] | Not reported | Purchase | Apr 10, 2023 | Sep 12, 2026 |
| GDV — Morgan Stanley Smith Barney LLC IRA ⇒ Gabelli Dividend & Income Trust Common Shares of Beneficial Interest (GDV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 3, 2023 | Sep 14, 2026 |
| META — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Meta Platforms, Inc. - Class A (META) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2022 | Sep 14, 2026 |
| SWK — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Stanley Black & Decker, Inc. (SWK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 19, 2022 | Sep 14, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Not reported | Sale | Dec 19, 2022 | Sep 12, 2026 |
| SWK — Stanley Black & Decker, Inc. (SWK) [ST] | Not reported | Sale | Dec 19, 2022 | Sep 12, 2026 |
| DIS — Morgan Stanley Smith Barney LLC IRA ⇒ Walt Disney Company (DIS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 29, 2022 | Sep 14, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Not reported | Purchase | Nov 29, 2022 | Sep 12, 2026 |
| PG — Morgan Stanley Smith Barney LLC Brokerage Account ⇒ Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 3, 2022 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Aug 3, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Apr 18, 2022 | Sep 12, 2026 |
| AAPL — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Apple Inc. (AAPL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 7 · Annual | Dec 1, 2021 | Sep 14, 2026 |
| IP — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ International Paper Company (IP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 1, 2021 | Sep 14, 2026 |
| SLVM — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Sylvamo Corporation (SLVM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 1, 2021 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Dec 1, 2021 | Sep 12, 2026 |
| IP — International Paper Company (IP) [ST] | Not reported | Sale | Dec 1, 2021 | Sep 12, 2026 |
48 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.