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 |
|---|---|---|---|---|
| HON — Morgan Stanley ⇒ Honeywell International Inc. (HON) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 14, 2022 | Sep 14, 2026 |
| LMT — Morgan Stanley ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 14, 2022 | Sep 14, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Not reported | Sale | Jan 14, 2022 | Sep 12, 2026 |
| Not reported — lockheed Martin Corporation (lMT) [ST] | Not reported | Sale | Jan 14, 2022 | Sep 12, 2026 |
| T — Morgan Stanley INH IRA ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| BSX — Morgan Stanley INH IRA ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| EOG — Morgan Stanley INH IRA ⇒ EOG Resources, Inc. (EOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| NOC — Morgan Stanley INH IRA ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| SBUX — Morgan Stanley INH IRA ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| TGT — Morgan Stanley INH IRA ⇒ Target Corporation (TGT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| WRK.V — Morgan Stanley INH IRA ⇒ Westrock Company Common Stock Ex-Distribution When Issued (WRK.V) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 16, 2021 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Purchase | Dec 16, 2021 | Sep 12, 2026 |
| Not reported — boston Scientific Corporation (bSX) [ST] | Not reported | Sale | Dec 16, 2021 | Sep 12, 2026 |
| Not reported — EOg Resources, Inc. (EOg) [ST] | Not reported | Purchase | Dec 16, 2021 | Sep 12, 2026 |
| NOC — Northrop grumman Corporation (NOC) [ST] | Not reported | Sale | Dec 16, 2021 | Sep 12, 2026 |
| Not reported — Starbucks Corporation (SbuX) [ST] | Not reported | Purchase | Dec 16, 2021 | Sep 12, 2026 |
| Not reported — Target Corporation (TgT) [ST] | Not reported | Sale | Dec 16, 2021 | Sep 12, 2026 |
| WRK.V — Westrock Company Common Stock Ex-distribution When Issued (WRK.V) [ST] | Not reported | Purchase | Dec 16, 2021 | Sep 12, 2026 |
| CME — Morgan Stanley ⇒ CME Group Inc. - Class A (CME) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2021 | Sep 14, 2026 |
| NEE — Morgan Stanley ⇒ NextEra Energy, Inc. (NEE) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual | Dec 14, 2021 | Sep 14, 2026 |
| WMT — Morgan Stanley ⇒ Walmart Inc. (WMT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 14, 2021 | Sep 14, 2026 |
| CME — CME group Inc. - Class A (CME) [ST] | Not reported | Sale | Dec 14, 2021 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Dec 14, 2021 | Sep 12, 2026 |
| WMT — Walmart Inc. (WMT) [ST] | Not reported | Purchase | Dec 14, 2021 | Sep 12, 2026 |
| T — Morgan Stanley ⇒ AT&T Inc. (T) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Dec 9, 2021 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Not reported | Sale | Dec 9, 2021 | Sep 12, 2026 |
50 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.