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 |
|---|---|---|---|---|---|---|
| HBAN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $16.75Sep 15, 2026 | Unavailable |
| AUB | Self | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CSCO | Self | $1,001 - $15,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| NYSE | Self | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DIS | Self | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| DUK | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TRV | Self | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| TFC | Self | $15,001 - $50,000 | Unavailable | Unavailable | $50.46Sep 15, 2026 | Unavailable |
| VZ | Self | $1,001 - $15,000 | Unavailable | Unavailable | $51.45Sep 15, 2026 | Unavailable |
| AMGN | Self | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| ADI | Self | $1,001 - $15,000 | Unavailable | Unavailable | $361.35Sep 15, 2026 | Unavailable |
| BAC | Self | $1,001 - $15,000 | Unavailable | Unavailable | $59.52Sep 15, 2026 | Unavailable |
| KO | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CVS | Self | $1,001 - $15,000 | Unavailable | Unavailable | $94.49Sep 15, 2026 | Unavailable |
| FERG | Self | $1,001 - $15,000 | Unavailable | Unavailable | $215.11Sep 15, 2026 | Unavailable |
| GILD | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LMT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $533.46Sep 15, 2026 | Unavailable |
| LOW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MRK | Self | $1,001 - $15,000 | Unavailable | Unavailable | $143.79Sep 15, 2026 | Unavailable |
| MSFT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| MDLZ | Self | $1,001 - $15,000 | Unavailable | Unavailable | $62.10Sep 15, 2026 | Unavailable |
| NVS | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| QCOM | Self | $1,001 - $15,000 | Unavailable | Unavailable | $187.80Sep 15, 2026 | Unavailable |
| QSR | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RHHBY | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RPM | Self | $1,001 - $15,000 | Unavailable | Unavailable | $100.60Sep 15, 2026 | Unavailable |
| SNA | Self | $1,001 - $15,000 | Unavailable | Unavailable | $374.82Sep 15, 2026 | Unavailable |
| WMB | Self | $1,001 - $15,000 | Unavailable | Unavailable | $71.63Sep 15, 2026 | Unavailable |
| AUB | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Self | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| GWW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $1269.53Sep 15, 2026 | Unavailable |
| LHX | Self | $1,001 - $15,000 | Unavailable | Unavailable | $249.66Sep 15, 2026 | Unavailable |
| ITW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $268.60Sep 15, 2026 | Unavailable |
| JNJ | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LOW | Self | $1,001 - $15,000 | Unavailable | Unavailable | $194.61Sep 15, 2026 | Unavailable |
| — | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MDT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MSFT | Self | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NEE | Self | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NSC | Self | $1,001 - $15,000 | Unavailable | Unavailable | $320.22Sep 15, 2026 | Unavailable |
| UBSI | Self | $1,001 - $15,000 | Unavailable | Unavailable | $47.86Sep 15, 2026 | Unavailable |
| TFC | Self | $50,001 - $100,000 | Unavailable | Unavailable | $50.46Sep 15, 2026 | Unavailable |
| K | Self | None (or less than $1,001) | Unavailable | Unavailable | Unavailable | Unavailable |
| WFC | Self | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NASDAQ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NYSE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KO | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| XOM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $97.14Sep 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 |
|---|---|---|---|---|
| MSFT — Microsoft Corporation - Common Stock | Spouse | Sale (partial) | Jun 22, 2023 | Sep 12, 2026 |
| NKE — Nike, Inc. Common Stock | Spouse | Purchase | Jun 14, 2023 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock | Spouse | Purchase | Jun 14, 2023 | Sep 12, 2026 |
| CLX — Clorox Company (The) Common Stock | Spouse | Sale (full) | Jun 14, 2023 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock | Spouse | Sale (partial) | Jun 12, 2023 | Sep 12, 2026 |
| CB — Chubb Limited Common Stock | Spouse | Sale (full) | Jun 12, 2023 | Sep 12, 2026 |
| AMGN — Amgen Inc. - Common Stock | Spouse | Sale (full) | Jun 12, 2023 | Sep 12, 2026 |
| WMT — Walmart Inc. Common Stock | Spouse | Sale (partial) | Jun 7, 2023 | Sep 12, 2026 |
| Not reported — Wells Fargo & Company Common Stock | Spouse | Sale (partial) | May 10, 2023 | Sep 12, 2026 |
| XOM — Exxon Mobil Corporation Common Stock | Spouse | Sale (partial) | May 10, 2023 | Sep 12, 2026 |
| C — Citigroup, Inc. Common Stock | Spouse | Sale (partial) | May 10, 2023 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock | Spouse | Sale (full) | May 10, 2023 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. Common Stock | Spouse | Sale (full) | Apr 4, 2023 | Sep 12, 2026 |
| MCD — McDonald's Corporation Common Stock | Spouse | Sale (partial) | Apr 4, 2023 | Sep 12, 2026 |
| DUK — Duke Energy Corporation (Holding Company) Common S | Spouse | Sale (full) | Apr 4, 2023 | Sep 12, 2026 |
| Not reported — wells fargo | Spouse | Sale (partial) | Feb 23, 2023 | Sep 12, 2026 |
| Not reported — chevron | Spouse | Purchase | Feb 6, 2023 | Sep 12, 2026 |
| Not reported — AXAHY | Self | Sale (full) | Dec 29, 2022 | Sep 12, 2026 |
| Not reported — WFC | Spouse | Sale (partial) | Dec 29, 2022 | Sep 12, 2026 |
| VFC — V.F. Corporation Common Stock | Spouse | Sale (full) | Dec 15, 2022 | Sep 12, 2026 |
| WFC — Wells Fargo & Company Common Stock | Spouse | Sale (partial) | Oct 19, 2022 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (DE) | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| LIN — Linde plc Ordinary Share | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| BLK — BlackRock, Inc. Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| AFL — AFLAC Incorporated Common Stock | Spouse | Sale (partial) | Oct 17, 2022 | Sep 12, 2026 |
| GWW — W.W. Grainger, Inc. Common Stock | Spouse | Purchase | Jul 11, 2022 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation - Common Stock | Spouse | Purchase | Jul 1, 2022 | Sep 12, 2026 |
| MMM — 3M Company Common Stock | Spouse | Sale (full) | Jun 30, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock | Spouse | Sale (partial) | Jun 17, 2022 | Sep 12, 2026 |
| IBM — International Business Machines Corporat | Spouse | Sale (partial) | Jun 17, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation - Common Stock | Spouse | Sale (partial) | Jun 17, 2022 | Sep 12, 2026 |
| KO — Coca-Cola Company (The) Common Stock | Spouse | Sale (partial) | Jun 17, 2022 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock | Spouse | Sale (partial) | Jun 17, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation - Common Stock | Spouse | Sale (full) | Jun 16, 2022 | Sep 12, 2026 |
| F — Ford Motor Company Common Stock | Spouse | Sale (full) | Jun 16, 2022 | Sep 12, 2026 |
| CMS — CMS Energy Corporation Common Stock | Spouse | Purchase | Jun 1, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock | Spouse | Sale (partial) | May 26, 2022 | Sep 12, 2026 |
| WEC — WEC Energy Group, Inc. Common Stock | Spouse | Sale (partial) | May 25, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| MSFT — Microsoft Corporation - Common Stock | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. Common Stock | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| AAPL — Apple Inc. - Common Stock | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| SMFG — Sumitomo Mitsui Financial Group Inc Unsponsored Am | Self | Sale (partial) | Dec 28, 2021 | Sep 12, 2026 |
| VZ — Verizon Communications Inc. Common Stock | Self | Sale (partial) | Dec 28, 2021 | Sep 12, 2026 |
72 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.