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 | $288.84Nov 2, 2026 | Unavailable |
| ARLP | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AEP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $130.33Nov 2, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $465.45Nov 2, 2026 | Unavailable |
| BMY | Not reported | None | Unavailable | Unavailable | $63.02Nov 2, 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 | $20.34Nov 2, 2026 | Unavailable |
| FLNG | Not reported | None | Unavailable | Unavailable | $27.28Nov 2, 2026 | Unavailable |
| HTGC | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $16.53Nov 2, 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 | $333.24Nov 2, 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 | $30.56 | -12.61% |
655 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2024 | Sep 14, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 5 · Annual | Jan 17, 2024 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | Purchase | Jan 17, 2024 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 16, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 16, 2024 | Sep 14, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferr (DUK$A) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 16, 2024 | Sep 14, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 16, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | Sale | Jan 16, 2024 | 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$A) [ST] | Joint | Purchase | Jan 16, 2024 | Sep 12, 2026 |
| ET — Energy Transfer LP Common Units (ET) [ST] | Joint | Purchase | Jan 16, 2024 | Sep 12, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Jan 16, 2024 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 11, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | Purchase | Jan 11, 2024 | Sep 12, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 10, 2024 | Sep 14, 2026 |
| MO — Altria Group, Inc. (MO) [ST] | Joint | Sale | Jan 10, 2024 | Sep 12, 2026 |
| Not reported — Duke Energy Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.75% Series A Cumulative Redeemable Perpetual Preferred Stock (DUK$A) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | Dec 14, 2023 | Sep 14, 2026 |
| Not reported — Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | Joint | Exchange | Dec 14, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 31 · Annual | Dec 8, 2023 | Sep 12, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 4, 2023 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | Purchase | Dec 4, 2023 | Sep 12, 2026 |
| CRT — Cross Timbers Royalty Trust (CRT) [ST] | Joint | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 30 · Annual | Nov 29, 2023 | Sep 12, 2026 |
| Not reported — Arlington Asset Investment Corp 7.00% (AAIC$B) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 28, 2023 | Sep 14, 2026 |
| FLNG — FLEX LNG Ltd. Ordinary Shares (FLNG) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactions | Sep 21, 2023 | Sep 14, 2026 |
| HTGC — Hercules Capital, Inc. (HTGC) [ST] | Joint | Purchase | Sep 21, 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.