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 |
|---|---|---|---|---|
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | Purchase | Jan 16, 2024 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Jan 16, 2024 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | Purchase | Jan 11, 2024 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 2 · Annual | Jan 10, 2024 | Sep 12, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Dec 19, 2023 | Sep 14, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Joint | Purchase | Dec 19, 2023 | Sep 12, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Joint | ExchangeAnnual schedule; may repeat a PTR | Dec 14, 2023 | Sep 14, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Joint | Exchange | Dec 14, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 31 · Annual | Dec 8, 2023 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Dec 4, 2023 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | Purchase | Dec 4, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 30 · Annual | Nov 29, 2023 | Sep 12, 2026 |
| Not reported — Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Nov 28, 2023 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Nov 28, 2023 | Sep 14, 2026 |
| Not reported — Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Joint | Purchase | Nov 28, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 29 · Annual | Nov 28, 2023 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | Purchase | Nov 28, 2023 | Sep 12, 2026 |
| ARLP — Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests (ARLP) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 7 · Annual | Nov 15, 2023 | Sep 12, 2026 |
| USDP — USD Partners LP Common Units representing limited partner interest (USDP) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 83 · Annual | Nov 10, 2023 | Sep 12, 2026 |
| Not reported — AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Nov 2, 2023 | 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$A) [ST] | Joint | Purchase | Nov 2, 2023 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 25, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Oct 25, 2023 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 23, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Oct 23, 2023 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 20, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Oct 20, 2023 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 11, 2023 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | Purchase | Oct 11, 2023 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 3, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Oct 3, 2023 | Sep 12, 2026 |
| PAA — Plains All American Pipeline, L.P. - Common Units representing Limited Partner Interests (PAA) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 55 · Annual | Oct 3, 2023 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 2, 2023 | Sep 14, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 28 · Annual | Oct 2, 2023 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | Purchase | Oct 2, 2023 | Sep 12, 2026 |
| Not reported — Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Sep 22, 2023 | Sep 14, 2026 |
| Not reported — Apollo Asset Management, Inc. 6.375% Series A Preferred Stock (AAM$A) [ST] | Joint | Sale | Sep 22, 2023 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Sep 21, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Sep 21, 2023 | Sep 12, 2026 |
| VGR — Vector Group Ltd. (VGR) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 7 · Ptr Original ↗ · Row 88 · Annual | Sep 21, 2023 | Sep 12, 2026 |
| Not reported — Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Sep 19, 2023 | Sep 14, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Sep 19, 2023 | Sep 14, 2026 |
| Not reported — Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Joint | Purchase | Sep 19, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 27 · Annual | Sep 19, 2023 | Sep 12, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000t interest in a share of 5.75% Series Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Joint | Purchase | Sep 19, 2023 | Sep 12, 2026 |
| GPP — Green Plains Partners LP - Common Units (GPP) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 5 · Ptr Original ↗ · Row 44 · Annual | Sep 18, 2023 | Sep 12, 2026 |
| VGR — Vector Group Ltd. (VGR) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 87 · Annual | Sep 18, 2023 | Sep 12, 2026 |
| TAK — Takeda Pharmaceutical Company Limited American Depositary Shares (TAK) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 82 · Annual | Aug 29, 2023 | Sep 12, 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 6 · Annual | Aug 16, 2023 | Sep 12, 2026 |
83 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.