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 |
|---|---|---|---|---|
| SLVM — Sylvamo Corporation (SLVM) [ST] | Not reported | Sale | Dec 1, 2021 | Sep 12, 2026 |
| CVA — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Covanta Holding Corporation (CVA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 30, 2021 | 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 | Nov 18, 2021 | Sep 14, 2026 |
| SLVM — Morgan Stanley Smith Barney LLC Brokerage Account - Spouse Irrevocable Trust ⇒ Sylvamo Corporation (SLVM) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTR | Oct 1, 2021 | Sep 14, 2026 |
| SLVM — Sylvamo Corporation (SLVM) [ST] | Not reported | Exchange | Oct 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.