Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.8Rank: #106
Federal elected service; earlier service not yet verified.
4.14%
Cumulative estimated return
SPY: 13.01%
Outperformance: -8.87 percentage points
2025-10-24 – 2026-10-26
21.81%
Cumulative estimated return
SPY: 85.52%
Outperformance: -63.71 percentage points
2023-10-26 – 2026-10-26
16.45%
Cumulative estimated return
SPY: 67.86%
Outperformance: -51.41 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 602 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 |
|---|---|---|---|---|---|---|
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PRU | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $118.30Nov 2, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $179.67Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $507.12Nov 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 |
|---|---|---|---|
| AbbVie Inc. (ABBV) [ST] | not_reported | 55.19809449645300176740360887 | 15827.50 |
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 33.86443860375715176261317083 | 8372.31 |
| Analog Devices, Inc. (ADI) [ST] | not_reported | 3.69375566311702282415241360 | 1506.79 |
| Autodesk, Inc. (ADSK) [ST] | not_reported | 0.68365957929862624139964835 | 170.54 |
| A.O. Smith Corporation (AOS) [ST] | not_reported | 25.7876656343284659418495610 | 1596.51 |
| Real estate (see the original disclosure) | not_reported | 124.5571643836704927357630489 | 5405.78 |
| Avery Dennison Corporation (AVY) [ST] | not_reported | 0.01464762756828571829612356 | 2.69 |
| American Express Company (AXP) [ST] | not_reported | 52.23528945522004495493576983 | 16456.73 |
| Booz Allen Hamilton Holding Corporation (BAH) [ST] | not_reported | 5.08021911605267714404922513 | 423.49 |
| Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | not_reported | 20.92411029456637501587754692 | 7792.77 |
| Broadridge Financial Solutions, Inc. (BR) [ST] | not_reported | 17.03030063087323735539788606 | 3084.02 |
| Citigroup, Inc. (C) [ST] | not_reported | 118.1264105629366439898691341 | 14298.02 |
| Caseys General Stores, Inc. (CASY) [ST] | not_reported | 2.58311150004428848990660570 | 1818.33 |
| Cboe Global Markets, Inc. (CBOE) [ST] | not_reported | 11.49389493726507448679232908 | 3853.33 |
| The Cigna Group (CI) [ST] | not_reported | 45.0528101409595465221711348 | 13776.25 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 12.7782629244212398848771449 | 281.76 |
| Americold Realty Trust, Inc. (COLD) [ST] | not_reported | 39.2050849084148863838223794 | 572.39 |
| Charles River Laboratories International, Inc. (CRL) [ST] | not_reported | 2.59201754391583258662700743 | 926.05 |
| Dominion Energy, Inc. (D) [ST] | not_reported | 261.6233127823681241643536046 | 17031.68 |
| DuPont de Nemours, Inc. (DD) [ST] | not_reported | 99.87299327976343590814149730 | 13607.70 |
| Expeditors International of Washington, Inc. (EXPD) [ST] | not_reported | 7.25381861836207202544756988 | 1424.87 |
| Diamondback Energy, Inc. (FANG) [ST] | not_reported | 7.21634280104257828799818107 | 1494.72 |
| Morgan Stanley IRA - X142 ⇒ First Hawaiian, Inc. (FHB) [ST] | not_reported | 277.3136915077989601386481802 | 7027.13 |
| General Dynamics Corporation (GD) [ST] | not_reported | 34.26205234118876532818624672 | 12232.92 |
| Morgan Stanley IRA - X142 ⇒ Huntington Bancshares Incorporated (HBAN) [ST] | not_reported | 530.5371352785145888594164456 | 8345.35 |
| Henry Schein, Inc. (HSIC) [ST] | not_reported | 1.9100958171515884637422805 | 161.42 |
| Morgan Stanley IRA - X142 ⇒ Huntsman Corporation (HUN) [ST] | not_reported | 318.2378679395385839299920446 | 2829.13 |
| Hexcel Corporation (HXL) [ST] | not_reported | 8.1883809900263282347377411 | 652.94 |
| Morgan Stanley IRA - X141 ⇒ Ingersoll-Rand plc (IR) [ST] | not_reported | 218.1161395856052344601962923 | 16254.01 |
| JP Morgan Chase & Co. (JPM) [ST] | not_reported | 79.4707492889557500779136665 | 26546.41 |
| KKR & Co. Inc. (KKR) [ST] | not_reported | 44.9943424522112445631233230 | 4122.38 |
| KLA Corporation (KLAC) [ST] | not_reported | 51.4582098278261390685811295 | 7678.08 |
| Morgan Stanley IRA - X141 ⇒ Kimberly-Clark Corporation (KMB) [ST] | not_reported | 55.97886929750909599776098517 | 6136.96 |
| Kenvue Inc. (KVUE) [ST] | not_reported | 634.9723550872228194686498596 | 12381.96 |
| Morgan Stanley IRA - X141 ⇒ Lear Corporation (LEA) [ST] | not_reported | 58.31268221574344023323615160 | 6797.51 |
| LKQ Corporation (LKQ) [ST] | not_reported | 128.7319775973145345411077374 | 2220.63 |
| Alliant Energy Corporation (LNT) [ST] | not_reported | 135.3090963317763155253434162 | 9403.98 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 5.56431585166092997829470870 | 1102.96 |
| McKesson Corporation (MCK) [ST] | not_reported | 4.62868603373979597406723284 | 4595.68 |
| Morgan Stanley IRA - X142 ⇒ Mohawk Industries, Inc. (MHK) [ST] | not_reported | 58.66329373808476316175392286 | 7236.12 |
| Markel Group Inc. (MKL) [ST] | not_reported | 0.641394379171581066963430699 | 1201.97 |
| Marsh & McLennan Companies, Inc. (MMC) [ST] | not_reported | 7.26846868744276252462821797 | 1415.32 |
| Morgan Stanley IRA - X529 ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 361.8553823249658823042884910 | 192724.18 |
| NiSource Inc (NI) [ST] | not_reported | 11.0412925895843691565310868 | 479.63 |
| PACCAR Inc. (PCAR) [ST] | not_reported | 98.34704356296005212050178151 | 10264.48 |
| Pfizer, Inc. (PFE) [ST] | not_reported | 324.9603287049142088609899309 | 9680.57 |
| ProLogis, Inc. (PLD) [ST] | not_reported | 63.2415681229536985143918329 | 7988.04 |
| PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 56.47971291976260157660880059 | 12755.38 |
| Prudential Financial, Inc. (PRU) [ST] | not_reported | 287.9208008504606661941885188 | 33338.35 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 39.66959820156362077624181831 | 13295.66 |
| SS&C Technologies Holdings, Inc. (SSNC) [ST] | not_reported | 10.1202207779826435273686264 | 829.96 |
| Morgan Stanley IRA - X141 ⇒ Suncor Energy Inc. (SU) [ST] | not_reported | 243.9176829268292682926829268 | 19386.58 |
| TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | not_reported | 0.15699506288743316138297237 | 33.57 |
| Target Corporation (TGT) [ST] | not_reported | 108.5451850735155270882729634 | 16122.22 |
| Trane Technologies plc (TT) [ST] | not_reported | 8.74783187646258840152856093 | 3980.53 |
| Morgan Stanley IRA - X142 ⇒ United Bankshares, Inc. (UBSI) [ST] | not_reported | 206.9451629591308846352819452 | 10123.76 |
| Union Pacific Corporation (UNP) [ST] | not_reported | 0.86284965743315624587726603 | 256.24 |
| Morgan Stanley IRA - X141 ⇒ Wells Fargo & Company (WFC) [ST] | not_reported | 148.7081784386617100371747212 | 12290.73 |
| W.R. Berkley Corporation (WRB) [ST] | not_reported | 424.5081370898167555830824142 | 31324.46 |
| Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 66.48246634535482798736912082 | 12268.67 |
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 |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
786 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 |
|---|---|---|---|---|
| CARG — Morgan Stanley IRA - X142 ⇒ CarGurus, Inc. - Class A (CARG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 22, 2022 | Sep 14, 2026 |
| CARG — CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Sale | Nov 22, 2022 | Sep 12, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 9, 2022 | Sep 14, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Nov 9, 2022 | Sep 12, 2026 |
| CI — Morgan Stanley IRA - X141 ⇒ Cigna Corporation (CI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual | Nov 2, 2022 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 2, 2022 | Sep 14, 2026 |
| CI — Cigna Corporation (CI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Nov 2, 2022 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Nov 2, 2022 | Sep 12, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust, Inc. (COLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 27, 2022 | Sep 14, 2026 |
| COLD — Americold Realty Trust, Inc. (COLD) [ST] | Not reported | Purchase | Oct 27, 2022 | Sep 12, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | Oct 26, 2022 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 26, 2022 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 26, 2022 | Sep 14, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Purchase | Oct 26, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Oct 26, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Oct 26, 2022 | Sep 12, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Annual | Oct 24, 2022 | Sep 14, 2026 |
| NSP — Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Oct 24, 2022 | Sep 12, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Annual | Oct 21, 2022 | Sep 14, 2026 |
| NSP — Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Oct 21, 2022 | Sep 12, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 19, 2022 | Sep 14, 2026 |
| NOC — Morgan Stanley IRA - X141 ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual | Oct 19, 2022 | Sep 14, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | Oct 19, 2022 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Oct 19, 2022 | Sep 12, 2026 |
| BR — Morgan Stanley IRA - X142 ⇒ Broadridge Financial Solutions, Inc. (BR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 106 · Annual | Oct 13, 2022 | Sep 14, 2026 |
| BR — Broadridge Financial Solutions, Inc. (BR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Oct 13, 2022 | Sep 12, 2026 |
| CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 12, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 12, 2022 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | Purchase | Oct 12, 2022 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Sale | Oct 12, 2022 | Sep 12, 2026 |
| FANG — Morgan Stanley IRA - X142 ⇒ Diamondback Energy, Inc. (FANG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 113 · Annual | Oct 7, 2022 | Sep 14, 2026 |
| EXPE — Morgan Stanley IRA - X142 ⇒ Expedia Group, Inc. (EXPE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 7, 2022 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 7, 2022 | Sep 14, 2026 |
| FANG — Diamondback Energy, Inc. (FANG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Oct 7, 2022 | Sep 12, 2026 |
| EXPE — Expedia Group, Inc. (EXPE) [ST] | Not reported | Sale | Oct 7, 2022 | Sep 12, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Purchase | Oct 7, 2022 | Sep 12, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 28, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 28 · Annual | Sep 28, 2022 | Sep 14, 2026 |
| PGR — Morgan Stanley IRA - X141 ⇒ Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual | Sep 28, 2022 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 28, 2022 | Sep 14, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Not reported | Purchase | Sep 28, 2022 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Sep 28, 2022 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Sep 28, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Purchase | Sep 28, 2022 | Sep 12, 2026 |
| VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 23, 2022 | Sep 14, 2026 |
| VNT — Vontier Corporation (VNT) [ST] | Not reported | Purchase | Sep 23, 2022 | Sep 12, 2026 |
| UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 151 · Annual | Sep 21, 2022 | Sep 14, 2026 |
| UI — Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Sep 21, 2022 | Sep 12, 2026 |
| CARG — Morgan Stanley IRA - X142 ⇒ CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 109 · Annual | Sep 20, 2022 | Sep 14, 2026 |
| UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 152 · Annual | Sep 20, 2022 | Sep 14, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.