Republican · Capito, Shelley Moore (Senator)
Wikipedia biography ↗Years Elected: About 25.7Rank: #65
Federal elected service; earlier service not yet verified.
11.64%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.96 percentage points
2025-09-15 – 2026-09-15
36.53%
Cumulative estimated return
SPY: 70.83%
Outperformance: -34.30 percentage points
2023-09-15 – 2026-09-15
29.23%
Cumulative estimated return
SPY: 69.11%
Outperformance: -39.88 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 246 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 |
|---|---|---|---|---|---|---|
| GWW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $1269.53Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| SBUX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $96.58Sep 15, 2026 | Unavailable |
| ZTS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AVGO | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| CSL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CEG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| META | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| GOOGL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AXP | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PLD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $135.84Sep 15, 2026 | Unavailable |
| SHW | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| UBSI | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $47.86Sep 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 |
|---|---|---|---|
| HBAN - Huntington Bancshares Incorporated (NASDAQ) | joint | 461.1239193083573487031700288 | 7723.83 |
| BAC - Bank of America Corporation Common Stock | self | 145.4636363636363636363636364 | 8658.00 |
| CMCSA - Comcast Corporation - Class A Common Stock | self | 227.5501659874718708688004988 | 5556.78 |
| DIS - The Walt Disney Company (NYSE) | self | 70.32170167882570097565263250 | 7483.64 |
| DUK - Duke Energy Corporation (NYSE) | self | 68.25782783038989847282655064 | 8038.72 |
| FERG - Ferguson Plc | self | 36.08054478217732479480472626 | 7761.29 |
| GWW - W.W. Grainger, Inc. | self | 7.928744859025816361924582528 | 10065.78 |
| LHX - L3Harris Technologies, Inc. | self | 27.25244405082263174030043942 | 6803.85 |
| LOW - Lowe's Companies, Inc. | self | 66.35014098523801625476861834 | 12912.40 |
| MDLZ - Mondelez International, Inc. | self | 148.6253018762771688649451978 | 9229.63 |
| NVS - Novartis AG | self | 58.02930296656270399651845942 | 8044.02 |
| QCOM - QUALCOMM Incorporated - Common Stock | self | 46.77287342882198187664425607 | 8783.95 |
| RPM - RPM International Inc. Common Stock | self | 76.92788461538461538461538462 | 7738.95 |
| UBSI - United Bankshares Inc. | self | 208.3463541666666666666666667 | 9971.46 |
| ACN - Accenture plc | spouse | 121.1349235929929183749534104 | 23427.49 |
| AMT - American Tower Corporation (REIT) | spouse | 45.56871902944694423876516489 | 8098.02 |
| CMCSA - Comcast Corporation | spouse | 17.85593821902515219598220677 | 436.04 |
| COST - Costco Wholesale Corporation - Common Stock | spouse | 9.277663102720504673330704826 | 8362.42 |
| CSL - Carlisle Companies Inc | spouse | 25.01250547114362533608453698 | 8110.30 |
| GWW - W.W. Grainger, Inc. Common Stock | spouse | 7.928744859025816361924582528 | 10065.78 |
| LHX - L3Harris Technologies, Inc. | spouse | 27.25244405082263174030043942 | 6803.85 |
| LOW - Lowe's Companies Inc. (NYSE) | spouse | 134.7673743572731796317797313 | 26227.08 |
| MCD - McDonald's Corp. (NYSE) | spouse | 26.17707685763832084546674083 | 6617.04 |
| MMM - 3M Company (NYSE) | spouse | 4.986928761024478738777789536 | 821.20 |
| SHW - Sherwin-Williams Company (The) Common Stock | spouse | 24.69061506650618769866987625 | 7980.50 |
| UBSI - United Bankshares, Inc. - Common Stock | spouse | 9114.6093750 | 436225.20 |
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. | ||||||
205 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 |
|---|---|---|---|---|
| NKE — Nike Inc | Spouse | Purchase | Aug 28, 2024 | Sep 12, 2026 |
| AVGO — Broadcom Inc. - Common Stock | Spouse | Purchase | Aug 27, 2024 | Sep 12, 2026 |
| NSC — Norfolk Southern Corp | Spouse | Sale (partial) | Aug 22, 2024 | Sep 12, 2026 |
| PEP — Pepsico Inc | Spouse | Sale (partial) | Jul 25, 2024 | Sep 12, 2026 |
| LOW — Lowe's Companies | Spouse | Sale (partial) | Jul 25, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Jul 17, 2024 | Sep 12, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Sale (partial) | Jul 17, 2024 | Sep 12, 2026 |
| C — Citigroup Inc | Spouse | Sale (partial) | Jul 17, 2024 | Sep 12, 2026 |
| AVGO — Broadcom Ltd | Spouse | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| APD — Air Products and Chemicals | Spouse | Sale (full) | Jun 27, 2024 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Sale (partial) | Apr 23, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Apr 23, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Apr 23, 2024 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| GWW — W.W. Grainger | Spouse | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| SPGI — S&P Global Inc | Spouse | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Apr 9, 2024 | Sep 12, 2026 |
| ZTS — Zoetis Inc Cl A | Spouse | Purchase | Feb 27, 2024 | Sep 12, 2026 |
| SBUX — Starbucks Corp | Spouse | Purchase | Feb 23, 2024 | Sep 12, 2026 |
| BDX — Becton Dickinson and Company | Spouse | Sale (full) | Feb 15, 2024 | Sep 12, 2026 |
| MDT — Medtronic Inc | Spouse | Sale (full) | Feb 9, 2024 | Sep 12, 2026 |
| ES — Eversource Energy | Spouse | Sale (full) | Jan 19, 2024 | Sep 12, 2026 |
| ENB — Enbridge Inc | Self | Sale (full) | Jan 19, 2024 | Sep 12, 2026 |
| TFC — Truist Financial Corp | Self | Sale (partial) | Dec 29, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Sale (partial) | Dec 19, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Dec 19, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Dec 19, 2023 | Sep 12, 2026 |
| ADI — Analog Devices | Spouse | Sale (partial) | Dec 19, 2023 | Sep 12, 2026 |
| ACN — Accenture Plc | Spouse | Sale (partial) | Dec 19, 2023 | Sep 12, 2026 |
| PFE — Pfizer Inc | Spouse | Sale (partial) | Dec 18, 2023 | Sep 12, 2026 |
| MDLZ — Mondelez Intl Inc | Spouse | Sale (partial) | Dec 18, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Dec 18, 2023 | Sep 12, 2026 |
| KO — Coca-Cola Company | Spouse | Sale (partial) | Dec 18, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc | Spouse | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| CMCSA — Comcast Corp A | Spouse | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| CSCO — Cisco Systems Inc | Spouse | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| CVX — Chevron Corp | Spouse | Purchase | Dec 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Nov 30, 2023 | Sep 12, 2026 |
| WFC — Wells Fargo & Company | Spouse | Sale (partial) | Nov 27, 2023 | Sep 12, 2026 |
| SHEL — Royal Dutch Shell Plc ADR | Spouse | Sale (full) | Nov 27, 2023 | Sep 12, 2026 |
| SPGI — S&P Global Inc | Spouse | Purchase | Sep 27, 2023 | Sep 12, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Purchase | Sep 22, 2023 | Sep 12, 2026 |
| ACN — Accenture Plc | Spouse | Purchase | Sep 22, 2023 | Sep 12, 2026 |
| RTX — Rtx Corp | Spouse | Sale (full) | Sep 21, 2023 | Sep 12, 2026 |
| USB — U.S. Bancorp | Spouse | Sale (full) | Sep 1, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corp | Spouse | Sale (partial) | Aug 22, 2023 | Sep 12, 2026 |
| LOW — Lowe's Companies | Spouse | Sale (partial) | Aug 22, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Aug 22, 2023 | Sep 12, 2026 |
| FDS — Factset Research Systems Inc | Spouse | Sale (partial) | Aug 2, 2023 | Sep 12, 2026 |
| AFL — Aflac Inc | Spouse | Sale (partial) | Aug 2, 2023 | Sep 12, 2026 |
72 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.