Republican · House NC05
Wikipedia biography ↗Years Elected: About 21.8Rank: #127
Federal elected service; earlier service not yet verified.
2.44%
Cumulative estimated return
SPY: 13.01%
Outperformance: -10.57 percentage points
2025-10-24 – 2026-10-26
4.32%
Cumulative estimated return
SPY: 85.52%
Outperformance: -81.20 percentage points
2023-10-26 – 2026-10-26
-8.19%
Cumulative estimated return
SPY: 67.86%
Outperformance: -76.05 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 537 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 |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| ARLP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $130.21Oct 30, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $466.01Oct 30, 2026 | Unavailable |
| BMY | Not reported | None | Unavailable | Unavailable | $62.48Oct 30, 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 | $20.91Oct 30, 2026 | Unavailable |
| FLNG | Not reported | None | Unavailable | Unavailable | $28.37Oct 30, 2026 | Unavailable |
| HTGC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $16.59Oct 30, 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 | $324.77Oct 30, 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 |
|---|---|---|---|
| Alcoa Corporation (AA) [ST] | joint | 211.7858135695606627590445950 | 8174.93 |
| Ingles Markets, Incorporated - Class A (IMKTA) [ST] | joint | 425.6315479211425938588951540 | 37166.15 |
| Kinder Morgan, Inc. (KMI) [ST] | joint | 690.291919680854778741416848 | 23428.51 |
| AT&T Inc. (T) [ST] | joint | 953.9830204121098268890093686 | 19890.55 |
| AbbVie Inc. Common Stock (ABBV) [ST] | not_reported | 142.2403606284738938246750405 | 40786.00 |
| American Electric Power Company, Inc. (AEP) [ST] | not_reported | 69.38253403867834532998005377 | 8965.61 |
| Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 24.44318841465277565610583239 | 10868.17 |
| Ellington Financial Inc. Common Stock (EFC) [ST] | not_reported | 4978.863327315892713097088562 | 58302.49 |
| Energy Transfer LP Common Units (ET) [ST] | not_reported | 30.35172832019405700424499697 | 625.25 |
| Public Storage Common Stock (PSA) [ST] | not_reported | 2.17535720003754188957163600 | 667.77 |
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 |
|---|---|---|---|---|---|---|
| MO | Joint | Jan 11, 2024 | $41.60 | Jan 16, 2024 | $40.97 | -1.51% |
| Not reported | Joint | Jan 6, 2022 | $34.97 | Jan 20, 2022 | $30.56 | -12.61% |
655 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| AMGN — Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2024 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2024 | Sep 14, 2026 |
| PSA — Public Storage Common Stock (PSA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 6, 2024 | Sep 14, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | 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 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 5 · Ptr | Dec 6, 2024 | Sep 11, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Not reported | Sale | Dec 6, 2024 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 57 · Annual | Dec 6, 2024 | Sep 11, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 10 · Ptr | Dec 6, 2024 | Sep 11, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Not reported | Sale (partial)Source rows (1)$15,001 - $50,000 Original ↗ · Row 11 · Ptr | Dec 6, 2024 | Sep 11, 2026 |
| JNJ — Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
| PBA — Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 13 · Ptr Original ↗ · Row 58 · Annual | Dec 6, 2024 | Sep 11, 2026 |
| PSA — Public Storage Common Stock (PSA) [ST] | Not reported | Purchase | Dec 6, 2024 | Sep 11, 2026 |
| VIASP — Via Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock (VIASP) [ST] | Not reported | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 15 · Ptr Original ↗ · Row 70 · Annual | Dec 6, 2024 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 20, 2024 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Joint | Purchase | Nov 20, 2024 | Sep 11, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 19, 2024 | Sep 14, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | Purchase | Nov 19, 2024 | Sep 11, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 52 · Annual | Nov 14, 2024 | Sep 11, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 1, 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$A) [ST] | Joint | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 23, 2024 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Joint | Purchase | Oct 23, 2024 | Sep 11, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 30, 2024 | Sep 14, 2026 |
| EFC — Ellington Financial Inc. Common Stock (EFC) [ST] | Not reported | Purchase | Sep 30, 2024 | Sep 11, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 20, 2024 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | Aug 20, 2024 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 19, 2024 | Sep 14, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Purchase | Aug 19, 2024 | Sep 12, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 45 · Annual | Aug 14, 2024 | Sep 12, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 1, 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$A) [ST] | Not reported | Purchase | Aug 1, 2024 | Sep 12, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 11, 2024 | Sep 14, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | Purchase | Jul 11, 2024 | Sep 12, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 9, 2024 | Sep 14, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | Purchase | Jul 9, 2024 | Sep 12, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 8, 2024 | Sep 14, 2026 |
| ASC — Ardmore Shipping Corporation Common Stock (ASC) [ST] | Not reported | Purchase | Jul 8, 2024 | Sep 12, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 1, 2024 | Sep 14, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Not reported | Purchase | Jul 1, 2024 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 21, 2024 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. Common Stock (HTGC) [ST] | Not reported | Purchase | May 21, 2024 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 20, 2024 | Sep 14, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | Purchase | May 20, 2024 | Sep 12, 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 35 · Annual | May 15, 2024 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 2, 2024 | Sep 14, 2026 |
83 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.