Republican · Britt, Katie (Senator)
Wikipedia biography ↗Years Elected: About 3.8Rank: #11
Federal elected service; earlier service not yet verified.
29.51%
Cumulative estimated return
SPY: 13.01%
Outperformance: 16.50 percentage points
2025-10-24 – 2026-10-26
98.93%
Cumulative estimated return
SPY: 85.52%
Outperformance: 13.41 percentage points
2023-10-26 – 2026-10-26
148.05%
Cumulative estimated return
SPY: 100.13%
Outperformance: 47.92 percentage points
2022-12-30 – 2026-10-26
As of Oct 26, 2026. 24 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 |
|---|---|---|---|---|---|---|
| AAPL | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BRK.B | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| XYZ | Spouse | None (or less than $1,001) | Unavailable | Unavailable | Unavailable | Unavailable |
| — | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| EOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $165.54Oct 30, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| UPS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $108.25Oct 30, 2026 | Unavailable |
| V | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| WMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $123.51Oct 30, 2026 | Unavailable |
| AAPL | Joint | $1,000,001 - $5,000,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| FLO | Joint | None (or less than $1,001) | Unavailable | Unavailable | $6.27Oct 30, 2026 | Unavailable |
| SO | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $93.71Oct 30, 2026 | Unavailable |
| AAPL | Self | $100,001 - $250,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BRK.B | Self | $15,001 - $50,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| SO | Self | $15,001 - $50,000 | Unavailable | Unavailable | $93.71Oct 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 |
|---|---|---|---|
| AAPL - Apple Inc. - Common Stock | joint | 11035.09343044213933642315898 | 3795078.98 |
| FLO - Flowers Foods, Inc. Common Stock | joint | 45.95588235294117647058823529 | 282.17 |
| ONEW - OneWater Marine Inc. - Class A Common Stock | joint | 28.76869965477560414269275029 | 273.01 |
| SO - Southern Company | joint | 91.74885321100917431192660550 | 8493.19 |
| T - AT&T Inc. | joint | 27.15915263443780554046713743 | 566.27 |
| AAPL - Apple Inc. - Common Stock | self | 643.7155153387773118516883690 | 221380.20 |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | self | 64.65831095195464040584900030 | 35468.96 |
| SO - Southern Company (The) Common Stock | self | 372.7121559633027522935779817 | 34501.96 |
| AAPL - Apple Inc. - Common Stock | spouse | 643.7155153387773118516883690 | 221380.20 |
| AMZN - Amazon.com, Inc. - Common Stock | spouse | 34.66120786760246079195910233 | 8633.76 |
| BRK.B - Berkshire Hathaway Inc. New Common Stock | spouse | 64.65831095195464040584900030 | 35468.96 |
| EOG - EOG Resources, Inc. Common Stock | spouse | 76.18798209694314827159318160 | 12470.45 |
| Alphabet Cl C | spouse | 20.94404235540742400238211858 | 6580.41 |
| MSFT - Microsoft Corporation - Common Stock | spouse | 16.54294694181382076837186221 | 8810.77 |
| NVDA - NVIDIA Corporation - Common Stock | spouse | 42.89812332439678284182305630 | 9265.99 |
| UPS - United Parcel Service, Inc. Common Stock | spouse | 80.65833249319487851597943341 | 8091.64 |
| V - Visa Inc. | spouse | 22.81229505859542071797211371 | 9219.82 |
| WMT - Walmart Inc. - Common Stock | spouse | 71.81132752894713221434341621 | 8638.18 |
| SQ - Block, Inc. Class A Common Stock, | spouse | 7.681671531725303426025503149 | 572.67 |
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 |
|---|---|---|---|---|---|---|
| JPM | Spouse | Apr 14, 2025 | $234.72 | Jan 28, 2026 | $300.77 | 28.14% |
| AMZN | Spouse | Apr 14, 2025 | $182.12 | Nov 7, 2025 | $244.41 | 34.20% |
| GOOG | Spouse | Apr 14, 2025 | $161.47 | Nov 7, 2025 | $279.70 | 73.22% |
| AAPL | Spouse | Apr 14, 2025 | $202.52 | Nov 7, 2025 | $268.47 | 32.56% |
| NVDA | Spouse | Apr 14, 2025 | $110.71 | Nov 7, 2025 | $188.15 | 69.95% |
| UNH | Spouse | Apr 14, 2025 | $587.06 | Apr 30, 2025 | $411.44 | -29.92% |
24 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 |
|---|---|---|---|---|
| JPM — JP Morgan Chase & Company | Spouse | Sale (full) | Jan 28, 2026 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Cl C | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| UPS — United Parcel Service | Spouse | Purchase | Nov 7, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Sale (partial) | Nov 7, 2025 | Sep 11, 2026 |
| V — Visa Inc | Spouse | Purchase | Nov 7, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Sale (full) | Apr 30, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Purchase | Apr 30, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Sale (full) | Apr 30, 2025 | Sep 11, 2026 |
| XOM — Exxon Mobil Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Company | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| GOOG — Alphabet Cl C | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| EOG — EOG Resources, Inc. Common Stock | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| AAPL — Apple Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| AMZN — Amazon.com Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| WMT — Walmart Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| V — Visa Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| UNH — Unitedhealth Group Inc | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| NVDA — Nvidia Corp | Spouse | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| ONEW — OneWater Marine Inc. - Class A Common Stock | Joint | Sale (full) | Jul 24, 2024 | Sep 12, 2026 |
15 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.