Republican · House VA01
Wikipedia biography ↗Years Elected: About 18.7Rank: #66
Federal elected service; earlier service not yet verified.
10.67%
Cumulative estimated return
SPY: 14.60%
Outperformance: -3.93 percentage points
2025-09-15 – 2026-09-15
36.12%
Cumulative estimated return
SPY: 70.83%
Outperformance: -34.71 percentage points
2023-09-15 – 2026-09-15
39.50%
Cumulative estimated return
SPY: 69.11%
Outperformance: -29.61 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 127 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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | 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 |
|---|---|---|---|
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 22.74226100798771994655902669 | 4398.35 |
| American Tower Corporation (AMT) [ST] | not_reported | 43.62084946295185649637424350 | 7751.86 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 227.5501659874718708688004988 | 5556.78 |
| Costco Wholesale Corporation (COST) [ST] | not_reported | 35.47043993582677595032032043 | 31971.28 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 30.07140267359204811455580885 | 10267.28 |
| Hartford Financial Services Group, Inc. (HIG) [ST] | not_reported | 73.13071297989031078610603291 | 9947.97 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 32.41693679092382495948136143 | 6308.66 |
| Marriott International - Class A (MAR) [ST] | not_reported | 28.68179536817953681795368180 | 9672.65 |
| McDonald's Corporation (MCD) [ST] | not_reported | 27.59839939287315878436648384 | 6976.32 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 133.9444165411016239745521513 | 8317.95 |
| Rio Tinto Plc (RIO) [ST] | not_reported | 102.0732329675937739219188569 | 9927.64 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 66.22382253124741329360152305 | 8251.49 |
| WEC Energy Group, Inc. (WEC) [ST] | not_reported | 360.2206213417379558757316524 | 37286.44 |
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. | ||||||
175 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 |
|---|---|---|---|---|
| CCI — Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Sale | Jun 30, 2026 | Sep 11, 2026 |
| MA — Morgan Stanley ⇒ Mastercard Incorporated (MA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 7, 2023 | Sep 14, 2026 |
| ABBV — Morgan Stanley INH IRA ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| GOOG — Morgan Stanley INH IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 49 · Annual Original ↗ · Row 50 · Annual | Sep 28, 2023 | Sep 14, 2026 |
| AMZN — Morgan Stanley INH IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| AAPL — Morgan Stanley INH IRA ⇒ Apple Inc. (AAPL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| CAT — Morgan Stanley INH IRA ⇒ Caterpillar, Inc. (CAT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| EOG — Morgan Stanley INH IRA ⇒ EOG Resources, Inc. (EOG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| HIG — Morgan Stanley INH IRA ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley INH IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| KMI — Morgan Stanley INH IRA ⇒ Kinder Morgan, Inc. (KMI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| MSFT — Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley INH IRA ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| UNH — Morgan Stanley INH IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| WMT — Morgan Stanley INH IRA ⇒ Walmart Inc. (WMT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 28, 2023 | Sep 14, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| EOG — EOG Resources, Inc. (EOG) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| HIG — Hartford Financial Services Group, Inc. (HIG) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| KMI — Kinder Morgan, Inc. (KMI) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Sale | Sep 28, 2023 | Sep 12, 2026 |
| FIS — Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 15, 2023 | Sep 14, 2026 |
| IFF — International Flavors & Fragrances, Inc. Common Stock (IFF) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 15, 2023 | Sep 14, 2026 |
| FIS — Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 12 · Annual | Sep 15, 2023 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 10 · Ptr Original ↗ · Row 22 · Annual | Sep 15, 2023 | Sep 12, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 7, 2023 | Sep 14, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Not reported | Purchase | Sep 7, 2023 | Sep 12, 2026 |
| PSX — Phillips 66 (PSX) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 6 · Ptr Original ↗ · Row 139 · Annual | Aug 17, 2023 | Sep 12, 2026 |
| KMB — Kimberly-Clark Corporation Common Stock (KMB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 31, 2023 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 31, 2023 | Sep 14, 2026 |
| KMB — Kimberly-Clark Corporation (KMB) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 28 · Annual | Jul 31, 2023 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Purchase | Jul 31, 2023 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 9 · Ptr Original ↗ · Row 148 · Annual | Jul 27, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 21, 2023 | Sep 14, 2026 |
| DG — Dollar General Corporation (DG) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 10 · Annual | Jul 21, 2023 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 10 · Ptr Original ↗ · Row 151 · Annual | Jul 21, 2023 | Sep 12, 2026 |
| CB — Chubb Limited Common Stock (CB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jun 13, 2023 | Sep 14, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 13, 2023 | Sep 14, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 6 · Annual | Jun 13, 2023 | Sep 12, 2026 |
| CB — Chubb Limited (CB) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 7 · Annual | Jun 13, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Not reported | Purchase | Jun 13, 2023 | Sep 12, 2026 |
50 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.