1 year
19.13%
Cumulative estimated return
SPY: 14.60%
Outperformance: 4.53 percentage points
2025-09-15 – 2026-09-15
Missing information
- 6 rows without a saved price.
- 55 sales exceeding observed holdings (unmatched amount omitted).
Democrat · House AZ04
Wikipedia biography ↗Years Elected: About 7.7Rank: #73
Federal elected service; earlier service not yet verified.
19.13%
Cumulative estimated return
SPY: 14.60%
Outperformance: 4.53 percentage points
2025-09-15 – 2026-09-15
32.05%
Cumulative estimated return
SPY: 77.84%
Outperformance: -45.79 percentage points
2023-09-26 – 2026-09-15
32.05%
Cumulative estimated return
SPY: 77.84%
Outperformance: -45.79 percentage points
2023-09-26 – 2026-09-15
As of Sep 15, 2026. 190 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 |
|---|---|---|---|---|---|---|
| TCNNF | Spouse | $250,001 - $500,000 | 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 |
|---|---|---|---|
| Applied Materials, Inc. (AMAT) [ST] | spouse | 0.36270624311122355284830450 | 152.76 |
| Walt Disney Company (DIS) [ST] | spouse | 3.03850412653913009795234568 | 323.36 |
| 3M Company (MMM) [ST] | spouse | 101.9292510730918663923021623 | 16784.69 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 1.61824671331352936861715034 | 201.63 |
| Vertex Pharmaceuticals Incorporated (VRTX) [ST] | spouse | 1.08946069294197572135237574 | 560.67 |
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. | ||||||
279 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 |
|---|---|---|---|---|
| TCNNF — TRULIEVE CANNABIS CORP (TCNNF) [ST] | Spouse | Sale (partial)Source rows (1)$100,001 - $250,000 Original ↗ · Row 1 · Ptr | May 28, 2026 | Sep 11, 2026 |
| TCNNF — TRULIEVE CANNABIS CORP (TCNNF) [ST] | Spouse | Sale (partial) | May 6, 2026 | Sep 11, 2026 |
| TDY — Teledyne Technologies Incorporated (TDY) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Oct 24, 2023 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 3 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 7 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 9 · Ptr Original ↗ · Row 9 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 10 · Ptr Original ↗ · Row 11 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 12 · Ptr Original ↗ · Row 13 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 15 · Ptr Original ↗ · Row 15 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 17 · Ptr Original ↗ · Row 17 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AXP — American Express Company (AXP) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 18 · Ptr Original ↗ · Row 19 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 20 · Ptr Original ↗ · Row 20 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 23 · Ptr Original ↗ · Row 23 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 24 · Ptr Original ↗ · Row 25 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AMAT — Applied Materials, Inc. (AMAT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 26 · Ptr Original ↗ · Row 27 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| T — AT&T Inc. (T) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 29 · Ptr Original ↗ · Row 29 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AXON — Axon Enterprise, Inc. (AXON) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 30 · Ptr Original ↗ · Row 31 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BALL — Ball Corporation (BALL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 33 · Ptr Original ↗ · Row 33 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 34 · Ptr Original ↗ · Row 35 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BDX — Becton, Dickinson and Company (BDX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 37 · Ptr Original ↗ · Row 37 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 38 · Ptr Original ↗ · Row 39 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 41 · Ptr Original ↗ · Row 41 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 43 · Ptr Original ↗ · Row 43 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 44 · Ptr Original ↗ · Row 45 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 47 · Ptr Original ↗ · Row 47 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 48 · Ptr Original ↗ · Row 84 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 50 · Ptr Original ↗ · Row 86 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 53 · Ptr Original ↗ · Row 88 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| C — Citigroup, Inc. (C) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 54 · Ptr Original ↗ · Row 90 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 56 · Ptr Original ↗ · Row 92 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 59 · Ptr Original ↗ · Row 94 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| COP — ConocoPhillips (COP) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 61 · Ptr Original ↗ · Row 96 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 62 · Ptr Original ↗ · Row 98 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 65 · Ptr Original ↗ · Row 100 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| DE — Deere & Company (DE) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 66 · Ptr Original ↗ · Row 102 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. (ELV) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 69 · Ptr Original ↗ · Row 104 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 70 · Ptr Original ↗ · Row 106 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 73 · Ptr Original ↗ · Row 108 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| GILD — Gilead Sciences, Inc. (GILD) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 75 · Ptr Original ↗ · Row 110 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 77 · Ptr Original ↗ · Row 112 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 79 · Ptr Original ↗ · Row 114 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| HWM — Howmet Aerospace Inc. (HWM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 81 · Ptr Original ↗ · Row 116 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 83 · Ptr Original ↗ · Row 118 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| IBM — International Business Machines Corporation (IBM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 84 · Ptr Original ↗ · Row 120 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 87 · Ptr Original ↗ · Row 122 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 89 · Ptr Original ↗ · Row 123 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| J — Jacobs Solutions Inc. (J) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 91 · Ptr Original ↗ · Row 126 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 92 · Ptr Original ↗ · Row 128 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 95 · Ptr Original ↗ · Row 130 · Annual | Oct 24, 2023 | Sep 12, 2026 |
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.