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: #72
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 |
|---|---|---|---|---|
| LRCX — Lam Research Corporation (LRCX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 97 · Ptr Original ↗ · Row 132 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 99 · Ptr Original ↗ · Row 134 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 101 · Ptr Original ↗ · Row 136 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MMC — Marsh & McLennan Companies, Inc. (MMC) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 102 · Ptr Original ↗ · Row 138 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 105 · Ptr Original ↗ · Row 140 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 107 · Ptr Original ↗ · Row 142 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 108 · Ptr Original ↗ · Row 144 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 111 · Ptr Original ↗ · Row 146 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 113 · Ptr Original ↗ · Row 148 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 115 · Ptr Original ↗ · Row 150 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 117 · Ptr Original ↗ · Row 152 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 119 · Ptr Original ↗ · Row 154 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| NFLX — Netflix, Inc. (NFLX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 121 · Ptr Original ↗ · Row 156 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 123 · Ptr Original ↗ · Row 158 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| NKE — Nike, Inc. (NKE) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 124 · Ptr Original ↗ · Row 160 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 127 · Ptr Original ↗ · Row 162 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ORCL — Oracle Corporation (ORCL) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 129 · Ptr Original ↗ · Row 164 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PANW — Palo Alto Networks, Inc. (PANW) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 130 · Ptr Original ↗ · Row 165 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation (PH) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 131 · Ptr Original ↗ · Row 167 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PEP — Pepsico, Inc. (PEP) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 134 · Ptr Original ↗ · Row 169 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 135 · Ptr Original ↗ · Row 171 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PM — Philip Morris International Inc (PM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 138 · Ptr Original ↗ · Row 173 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 139 · Ptr Original ↗ · Row 175 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 142 · Ptr Original ↗ · Row 177 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 143 · Ptr Original ↗ · Row 179 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| QCOM — QUALCOMM Incorporated (QCOM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 146 · Ptr Original ↗ · Row 181 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 148 · Ptr Original ↗ · Row 226 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 150 · Ptr Original ↗ · Row 227 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| NOW — ServiceNow, Inc. (NOW) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 151 · Ptr Original ↗ · Row 230 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 154 · Ptr Original ↗ · Row 232 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| SYK — Stryker Corporation (SYK) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 155 · Ptr Original ↗ · Row 234 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| TSLA — Tesla, Inc. (TSLA) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 159 · Ptr Original ↗ · Row 238 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 162 · Ptr Original ↗ · Row 240 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 163 · Ptr Original ↗ · Row 242 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 166 · Ptr Original ↗ · Row 244 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 167 · Ptr Original ↗ · Row 246 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 170 · Ptr Original ↗ · Row 248 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 171 · Ptr Original ↗ · Row 250 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 174 · Ptr Original ↗ · Row 252 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. (VZ) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 176 · Ptr Original ↗ · Row 254 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| VRTX — Vertex Pharmaceuticals Incorporated (VRTX) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 177 · Ptr Original ↗ · Row 256 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 180 · Ptr Original ↗ · Row 258 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 181 · Ptr Original ↗ · Row 260 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 184 · Ptr Original ↗ · Row 262 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| WFC — Wells Fargo & Company (WFC) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 186 · Ptr Original ↗ · Row 264 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Spouse | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 188 · Ptr Original ↗ · Row 266 · Annual | Oct 24, 2023 | Sep 12, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2023 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2023 | Sep 14, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Sep 26, 2023 | Sep 14, 2026 |
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.