Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.7Rank: #101
Federal elected service; earlier service not yet verified.
2.08%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.52 percentage points
2025-09-15 – 2026-09-15
16.42%
Cumulative estimated return
SPY: 70.83%
Outperformance: -54.41 percentage points
2023-09-15 – 2026-09-15
17.71%
Cumulative estimated return
SPY: 69.11%
Outperformance: -51.40 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 571 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 |
|---|---|---|---|---|---|---|
| IBM | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PRU | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $117.04Sep 16, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $490.30Sep 16, 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 |
|---|---|---|---|
| Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 33.86443860375715176261317083 | 6549.38 |
| A.O. Smith Corporation (AOS) [ST] | not_reported | 25.7876656343284659418495610 | 1475.57 |
| Avery Dennison Corporation (AVY) [ST] | not_reported | 0.01464762756828571829612356 | 2.51 |
| Booz Allen Hamilton Holding Corporation (BAH) [ST] | not_reported | 5.08021911605267714404922513 | 406.72 |
| Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | not_reported | 20.92411029456637501587754692 | 7909.31 |
| Caseys General Stores, Inc. (CASY) [ST] | not_reported | 2.58311150004428848990660570 | 1516.65 |
| The Cigna Group (CI) [ST] | not_reported | 12.7157987024566565823950546 | 3673.59 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 12.7782545888243049738854895 | 312.04 |
| Americold Realty Trust, Inc. (COLD) [ST] | not_reported | 39.2050849084148863838223794 | 587.29 |
| Diageo plc (DEO) [ST] | not_reported | 84.93749271726504350328413905 | 7372.57 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 75.52511326125281040977774022 | 8894.59 |
| Morgan Stanley IRA - X142 ⇒ Huntsman Corporation (HUN) [ST] | not_reported | 318.2378679395385839299920446 | 2934.15 |
| Hexcel Corporation (HXL) [ST] | not_reported | 8.1883809900263282347377411 | 748.09 |
| LKQ Corporation (LKQ) [ST] | not_reported | 128.7319775973145345411077374 | 3012.33 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 5.56431585166092997829470870 | 1082.87 |
| NiSource Inc (NI) [ST] | not_reported | 11.0412925895843691565310868 | 448.17 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 72.89978594039066845858107732 | 23562.67 |
| SS&C Technologies Holdings, Inc. (SSNC) [ST] | not_reported | 10.1202207779826435273686264 | 822.67 |
| W.R. Berkley Corporation (WRB) [ST] | not_reported | 210.7815118151620820571951560 | 15024.51 |
| Lois J. Frankel Living Trust ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 66.48246634535482798736912082 | 11256.81 |
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. | ||||||
801 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 |
|---|---|---|---|---|
| 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; may repeat a PTR | Oct 19, 2022 | Sep 14, 2026 |
| NOC — Morgan Stanley IRA - X141 ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTR | Oct 12, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | 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; may repeat a PTRSource 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; may repeat a PTR | Oct 7, 2022 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Sep 28, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 152 · Annual | Sep 20, 2022 | Sep 14, 2026 |
| CARG — CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Sep 20, 2022 | Sep 12, 2026 |
| UI — Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr | Sep 20, 2022 | Sep 12, 2026 |
| EPAM — Morgan Stanley IRA - X142 ⇒ EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Annual | Sep 19, 2022 | Sep 14, 2026 |
| SEDG — Morgan Stanley IRA - X142 ⇒ SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 148 · Annual | Sep 19, 2022 | Sep 14, 2026 |
| EPAM — EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Sep 19, 2022 | Sep 12, 2026 |
| SEDG — SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Sep 19, 2022 | Sep 12, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual | Sep 14, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual | Sep 14, 2022 | Sep 14, 2026 |
| KLAC — Morgan Stanley IRA - X141 ⇒ KLA Corporation (KLAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 14, 2022 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Sep 14, 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 14, 2022 | Sep 12, 2026 |
| KLAC — KLA Corporation (KLAC) [ST] | Not reported | Purchase | Sep 14, 2022 | Sep 12, 2026 |
| ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 12, 2022 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Not reported | Purchase | Sep 12, 2022 | Sep 12, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual | Sep 7, 2022 | Sep 14, 2026 |
| CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 7, 2022 | Sep 14, 2026 |
| ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual | Sep 7, 2022 | Sep 14, 2026 |
| KLAC — Morgan Stanley IRA - X141 ⇒ KLA Corporation (KLAC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 7, 2022 | Sep 14, 2026 |
| LOW — Morgan Stanley IRA - X141 ⇒ Lowe's Companies, Inc. (LOW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 7, 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.