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 |
|---|---|---|---|---|
| BALL — Ball Corporation (BALL) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| BAC — Bank of America Corporation (BAC) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| BDX — Becton, Dickinson and Company (BDX) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 39 · Ptr Original ↗ · Row 38 · Annual | Sep 26, 2023 | Sep 12, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 40 · Ptr Original ↗ · Row 40 · Annual | Sep 26, 2023 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems, Inc. (CSCO) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| C — Citigroup, Inc. (C) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company (KO) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| COP — ConocoPhillips (COP) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation (COST) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| DE — Deere & Company (DE) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| ELV — Elevance Health, Inc. (ELV) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company (LLY) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation (XOM) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 72 · Ptr Original ↗ · Row 107 · Annual | Sep 26, 2023 | Sep 12, 2026 |
| GILD — Gilead Sciences, Inc. (GILD) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| HWM — Howmet Aerospace Inc. (HWM) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| IBM — International Business Machines Corporation (IBM) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| INTU — Intuit Inc. (INTU) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| ISRG — Intuitive Surgical, Inc. (ISRG) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| J — Jacobs Solutions Inc. (J) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| LRCX — Lam Research Corporation (LRCX) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MMC — Marsh & McLennan Companies, Inc. (MMC) [ST] | Spouse | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 103 · Ptr Original ↗ · Row 137 · Annual | Sep 26, 2023 | Sep 12, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation (MCD) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| META — Meta Platforms, Inc. - Class A (META) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez International, Inc. - Class A (MDLZ) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| MS — Morgan Stanley (MS) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| NFLX — Netflix, Inc. (NFLX) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| NKE — Nike, Inc. (NKE) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| ORCL — Oracle Corporation (ORCL) [ST] | Spouse | Purchase | Sep 26, 2023 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation (PH) [ST] | Spouse | Purchase | Sep 26, 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.