Republican · House VA01
Wikipedia biography ↗Years Elected: About 18.9Rank: #67
Federal elected service; earlier service not yet verified.
4.94%
Cumulative estimated return
SPY: 13.01%
Outperformance: -8.07 percentage points
2025-10-24 – 2026-10-26
48.15%
Cumulative estimated return
SPY: 85.52%
Outperformance: -37.37 percentage points
2023-10-26 – 2026-10-26
43.09%
Cumulative estimated return
SPY: 67.86%
Outperformance: -24.77 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 130 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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $507.12Nov 2, 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 |
|---|---|---|---|
| 401 (a) Virginia Cash Match Plan ⇒ Target Date 2025 Portfolio [OT] | not_reported | 58.79694275005511868891011979 | 10345.91 |
| AbbVie Inc. (ABBV) [ST] | not_reported | 45.02250984805852560495216657 | 12909.75 |
| Abbott Laboratories (ABT) [ST] | not_reported | 70.73203076651047652727433472 | 7418.38 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 22.74226100798771994655902669 | 5622.57 |
| American Tower Corporation (AMT) [ST] | not_reported | 43.62084946295185649637424350 | 8212.93 |
| Amazon.com, Inc. (AMZN) [ST] | not_reported | 148.1402980992752632298646246 | 36900.27 |
| Broadcom Inc. (AVGO) [ST] | not_reported | 34.50871290545203588681849551 | 11359.23 |
| American Express Company (AXP) [ST] | not_reported | 26.95677078068668081808686276 | 8492.73 |
| Blue Ridge Bankshares, Inc. Common Stock (BRBS) [ST] | not_reported | 1873.653395784543325526932084 | 7513.35 |
| Caterpillar, Inc. (CAT) [ST] | not_reported | 4.43450947114792023623578259 | 3069.26 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 227.5501655742074555382910984 | 5017.48 |
| Costco Wholesale Corporation (COST) [ST] | not_reported | 35.47043993582677595032032043 | 35653.47 |
| Chevron Corporation (CVX) [ST] | not_reported | 55.23681303507318420325876830 | 12815.49 |
| Dominion Energy, Inc. (D) [ST] | not_reported | 148.5425176383215744522836985 | 9670.12 |
| Elevance Health, Inc. (ELV) [ST] | not_reported | 88.10111141230685822716183247 | 37999.77 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 30.07140267359204811455580885 | 9448.13 |
| Hartford Financial Services Group, Inc. (HIG) [ST] | not_reported | 73.13071297989031078610603291 | 9941.39 |
| ITT Inc. (ITT) [ST] | not_reported | 55.99454087346024636058230683 | 10683.20 |
| JP Morgan Chase & Co. (JPM) [ST] | not_reported | 33.37574569271202703266446957 | 11148.83 |
| Linde plc Ordinary Share (LIN) [ST] | not_reported | 19.10932237800654453388109967 | 9699.13 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 32.41693679092382495948136143 | 6425.69 |
| Mastercard Incorporated (MA) [ST] | not_reported | 15.19361148565242987636971343 | 9321.28 |
| Marriott International - Class A (MAR) [ST] | not_reported | 28.68179536817953681795368180 | 11322.14 |
| McDonald's Corporation (MCD) [ST] | not_reported | 27.59839939287315878436648384 | 6922.51 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 133.9444165411016239745521513 | 8434.48 |
| Morgan Stanley ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | not_reported | 77.33687771870468825519574674 | 7330.76 |
| Morgan Stanley INH IRA ⇒ Meta Platforms, Inc. - Class A (FB) [ST] | not_reported | 66.48246634535482798736912082 | 41921.18 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | not_reported | 37.66536415423002683489477897 | 7334.20 |
| Motorola Solutions, Inc. (MSI) [ST] | not_reported | 17.30848278995305367457759124 | 8405.35 |
| NextEra Energy, Inc. (NEE) [ST] | not_reported | 111.5985493095271307016320268 | 9155.54 |
| Pepsico, Inc. (PEP) [ST] | not_reported | 52.61409969748783374983559121 | 7127.11 |
| Packaging Corporation of America (PKG) [ST] | not_reported | 35.53724514724825656287478346 | 9017.22 |
| ProLogis, Inc. (PLD) [ST] | not_reported | 75.69063386944181646168401135 | 9560.48 |
| Phillips 66 (PSX) [ST] | not_reported | 6.43561808421525452023164882 | 1858.93 |
| Royal Gold, Inc. (RGLD) [ST] | not_reported | 60.67880166856276071293136140 | 14205.51 |
| Charles Schwab Corporation (SCHW) [ST] | not_reported | 108.1002567220645858667747602 | 9699.84 |
| S&P Global Inc. Common Stock (SPGI) [ST] | not_reported | 16.98384559363892651289211306 | 7653.77 |
| Morgan Stanley INH IRA ⇒ AT&T Inc. (T) [ST] | not_reported | 434.5736013036393264530146659 | 9060.86 |
| TJX Companies, Inc. (TJX) [ST] | not_reported | 66.22382253124741329360152305 | 9516.36 |
| Trane Technologies plc (TT) [ST] | not_reported | 21.66102612697982943007987004 | 9856.42 |
| Texas Instruments Incorporated (TXN) [ST] | not_reported | 42.66705775691963095301583916 | 12719.90 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 15.81564069110030443205630016 | 6495.48 |
| Union Pacific Corporation (UNP) [ST] | not_reported | 35.08375723557270654271180495 | 10418.82 |
| Visa Inc. (V) [ST] | not_reported | 25.31483356537147196557397798 | 10231.24 |
| Verizon Communications Inc. (VZ) [ST] | not_reported | 200.0625156289072268067016754 | 8622.69 |
| WEC Energy Group, Inc. (WEC) [ST] | not_reported | 360.2206213417379558757316524 | 40027.72 |
| Walmart Inc. (WMT) [ST] | not_reported | 88.55008301051466519092418373 | 10651.69 |
| Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 74.37482569489634656502742400 | 13725.13 |
| Morgan Stanley INH IRA ⇒ Apple Inc. - Common Stock (AAPL) [ST] | spouse | 29.42875009195909659383506216 | 10120.84 |
| C&F Financial Corporation - Common Stock (CFFI) [ST] | spouse | 447.7269596363135418101666896 | 48726.13 |
| Morgan Stanley INH IRA ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | spouse | 16.54294694181382076837186221 | 8810.77 |
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. Unreconciled 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. | ||||||
176 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| BAX — Baxter International Inc. (BAX) [ST] | Not reported | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Purchase | Jul 15, 2022 | Sep 12, 2026 |
| ABT — Morgan Stanley ⇒ Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Annual | Jun 16, 2022 | Sep 14, 2026 |
| BAX — Morgan Stanley ⇒ Baxter International Inc. (BAX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Annual | Jun 16, 2022 | Sep 14, 2026 |
| TJX — Morgan Stanley ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual | Jun 16, 2022 | Sep 14, 2026 |
| WMT — Morgan Stanley ⇒ Walmart Inc. (WMT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual | Jun 16, 2022 | Sep 14, 2026 |
| ABBV — Morgan Stanley INH IRA ⇒ AbbVie Inc. (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2022 | Sep 14, 2026 |
| AMZN — Morgan Stanley INH IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2022 | Sep 14, 2026 |
| GE — Morgan Stanley INH IRA ⇒ General Electric Company (GE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2022 | Sep 14, 2026 |
| WMT — Morgan Stanley INH IRA ⇒ Walmart Inc. (WMT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 16, 2022 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Jun 16, 2022 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Purchase | Jun 16, 2022 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Not reported | Purchase | Jun 16, 2022 | Sep 12, 2026 |
| BAX — Baxter International Inc. (BAX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jun 16, 2022 | Sep 12, 2026 |
| GE — General Electric Company (GE) [ST] | Not reported | Sale | Jun 16, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Jun 16, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Purchase | Jun 16, 2022 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr | Jun 16, 2022 | Sep 12, 2026 |
| SBUX — Morgan Stanley INH IRA ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 10, 2022 | Sep 14, 2026 |
| DRE — Duke Realty Corporation (DRE) [ST] | Joint | Sale (mixed sale types)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 3 · Annual | May 10, 2022 | Sep 12, 2026 |
| SBUX — Starbucks Corporation (SBUX) [ST] | Not reported | Sale | May 10, 2022 | Sep 12, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2022 | Sep 14, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 19, 2022 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | Purchase | Apr 19, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Purchase | Apr 19, 2022 | Sep 12, 2026 |
| CAT — Morgan Stanley INH IRA ⇒ Caterpillar, Inc. (CAT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| GE — Morgan Stanley INH IRA ⇒ General Electric Company (GE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| HIG — Morgan Stanley INH IRA ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| RIO — Morgan Stanley INH IRA ⇒ Rio Tinto Plc (RIO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2022 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| GE — General Electric Company (GE) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| HIG — Hartford Financial Services Group, Inc. (HIG) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| RIO — Rio Tinto Plc (RIO) [ST] | Not reported | Purchase | Mar 29, 2022 | Sep 12, 2026 |
| ABT — Morgan Stanley ⇒ Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Annual | Mar 15, 2022 | Sep 14, 2026 |
| TJX — Morgan Stanley ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 34 · Annual | Mar 15, 2022 | Sep 14, 2026 |
| ABT — Abbott Laboratories (ABT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Mar 15, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Mar 15, 2022 | Sep 12, 2026 |
| KMI.W — Morgan Stanley INH IRA ⇒ Kinder Morgan, Inc. Warrants Expiring 2017 (KMI.W) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| KMI.W — Kinder Morgan, Inc. Warrants Expiring 2017 (KMI.W) [ST] | Not reported | Purchase | Mar 8, 2022 | Sep 12, 2026 |
| MA — Morgan Stanley ⇒ Mastercard Incorporated (MA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2022 | Sep 14, 2026 |
| MRK — Morgan Stanley ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2022 | Sep 14, 2026 |
| Not reported — Morgan Stanley (JT) ⇒ Mastercard Incorporated (MA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2022 | Sep 14, 2026 |
| MA — Mastercard Incorporated (MA) [ST] | Not reported | Purchase | Feb 28, 2022 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale | Feb 28, 2022 | Sep 12, 2026 |
| Not reported — Morgan Stanley (JT) ⇒ Piedmont Office Realty Trust, Inc. Class A (PDM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 46 · Annual | Feb 27, 2022 | Sep 14, 2026 |
| PDM — Piedmont Office Realty Trust, Inc. Class A (PDM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Feb 27, 2022 | Sep 12, 2026 |
| AAPL — Morgan Stanley INH IRA ⇒ Apple Inc. (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 28, 2022 | Sep 14, 2026 |
| FB — Morgan Stanley INH IRA ⇒ Meta Platforms, Inc. - Class A (FB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 28, 2022 | Sep 14, 2026 |
| Not reported — Apple Inc. (AAPl) [ST] | Not reported | Purchase | Jan 28, 2022 | Sep 12, 2026 |
| Not reported — Meta Platforms, Inc. - Class A (Fb) [ST] | Not reported | Purchase | Jan 28, 2022 | Sep 12, 2026 |
50 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.