Republican · House NC05
Wikipedia biography ↗Years Elected: About 21.7Rank: #79
Federal elected service; earlier service not yet verified.
12.20%
Cumulative estimated return
SPY: 14.60%
Outperformance: -2.40 percentage points
2025-09-15 – 2026-09-15
28.36%
Cumulative estimated return
SPY: 70.83%
Outperformance: -42.47 percentage points
2023-09-15 – 2026-09-15
12.32%
Cumulative estimated return
SPY: 69.11%
Outperformance: -56.79 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 469 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 |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $263.04Sep 15, 2026 | Unavailable |
| ARLP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $120.61Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| BMY | Not reported | None | Unavailable | Unavailable | $63.73Sep 15, 2026 | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ET | Not reported | $1 - $1,000 | Unavailable | Unavailable | $21.33Sep 15, 2026 | Unavailable |
| FLNG | Not reported | None | Unavailable | Unavailable | $32.39Sep 15, 2026 | Unavailable |
| HTGC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $17.64Sep 15, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PBA | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| PSA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| Alcoa Corporation (AA) [ST] | joint | 967.9094806954550114247890283 | 45027.15 |
| Ardmore Shipping Corporation Common Stock (ASC) [ST] | joint | 3007.158453521856104618885830 | 56354.15 |
| Blackstone Mortgage Trust, Inc. (BXMT) [ST] | joint | 238.959458452888752497938774 | 3178.16 |
| Enterprise Products Partners L.P. (EPD) [ST] | joint | 2566.061565059241287573564228 | 99588.85 |
| Energy Transfer LP Common Units (ET) [ST] | joint | 4486.518077435537335810274454 | 95697.43 |
| FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | joint | 5931.029274174662270729786394 | 192106.04 |
| Industrial Logistics Properties Trust - Common Shares of Beneficial Interest (ILPT) [ST] | joint | 2994.031936127744510978043912 | 23293.57 |
| Ingles Markets, Incorporated - Class A (IMKTA) [ST] | joint | 835.9395898350423539901917075 | 69169.82 |
| Mosaic Company (MOS) [ST] | joint | 1242.194763155638254226062788 | 31626.28 |
| Newtek Business Services Corp. (NEWT) [ST] | joint | 281.1138439915671117357695011 | 3395.86 |
| National Fuel Gas Company (NFG) [ST] | joint | 3424.334321622442180573387004 | 279768.11 |
| One Liberty Properties, Inc. (OLP) [ST] | joint | 4960.331632653061224489795918 | 114335.64 |
| Old Republic International Corporation (ORI) [ST] | joint | 125.687863458108959210413930 | 5160.74 |
| Ryder System, Inc. (R) [ST] | joint | 399.2199975432993489743274782 | 96275.89 |
| Universal Corporation (UVV) [ST] | joint | 636.6324610232428204613953106 | 28234.65 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 68.25782783038989847282655064 | 8038.72 |
| Energy Transfer LP Common Units (ET) [ST] | not_reported | 30.35172832019405700424499697 | 647.40 |
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. | ||||||
640 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 |
|---|---|---|---|---|
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | Purchase | Jun 30, 2026 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 1 · Ptr | Jun 18, 2026 | Sep 11, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr | Jun 18, 2026 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Purchase | May 15, 2026 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Purchase | Feb 13, 2026 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Sale | Jan 12, 2026 | Sep 11, 2026 |
| PSA — Public Storage Common Stock (PSA) [ST] | Not reported | Sale | Jan 12, 2026 | Sep 11, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 30, 2025 | Sep 14, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | Purchase | Dec 30, 2025 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 19, 2025 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | Nov 19, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 20 · Annual | Nov 17, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 19 · Annual | Nov 14, 2025 | Sep 11, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 30, 2025 | Sep 14, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | Purchase | Sep 30, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 17 · Annual | Sep 25, 2025 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 16 · Annual | Sep 25, 2025 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 19, 2025 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | Aug 19, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 14 · Annual | Aug 14, 2025 | Sep 11, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 30, 2025 | Sep 14, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | Purchase | Jun 30, 2025 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 12 · Annual | Jun 24, 2025 | Sep 11, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 13 · Annual | Jun 24, 2025 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 20, 2025 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | May 20, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 9 · Annual | May 15, 2025 | Sep 11, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 31, 2025 | Sep 14, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | Purchase | Mar 31, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 3 · Annual | Mar 7, 2025 | Sep 11, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Annual | Mar 7, 2025 | Sep 11, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Annual | Mar 7, 2025 | Sep 11, 2026 |
| PBA — Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 6 · Ptr Original ↗ · Row 6 · Annual | Mar 7, 2025 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Mar 5, 2025 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | Mar 5, 2025 | Sep 11, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 19, 2025 | Sep 14, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Purchase | Feb 19, 2025 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Annual | Feb 14, 2025 | Sep 11, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 30, 2024 | Sep 14, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | Purchase | Dec 30, 2024 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| PSA — Public Storage Common Stock (PSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Dec 6, 2024 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 69 · Annual | Dec 6, 2024 | Sep 11, 2026 |
| AEP — American Electric Power Company, Inc. (AEP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 56 · Annual | Dec 6, 2024 | Sep 11, 2026 |
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
83 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.