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 |
|---|---|---|---|---|
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 7, 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 2 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| CL — Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| KLAC — KLA Corporation (KLAC) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual | Aug 10, 2022 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 10, 2022 | Sep 14, 2026 |
| CL — Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Aug 10, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Purchase | Aug 10, 2022 | Sep 12, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Aug 3, 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 66 · Annual | Aug 3, 2022 | Sep 14, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | Aug 3, 2022 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Aug 3, 2022 | Sep 12, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 28, 2022 | Sep 14, 2026 |
| BURL — Morgan Stanley IRA - X142 ⇒ Burlington Stores, Inc. (BURL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 28, 2022 | Sep 14, 2026 |
| ZBH — Morgan Stanley IRA - X142 ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 28, 2022 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | Purchase | Jul 28, 2022 | Sep 12, 2026 |
| BURL — Burlington Stores, Inc. (BURL) [ST] | Not reported | Sale | Jul 28, 2022 | Sep 12, 2026 |
| ZBH — Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | Sale | Jul 28, 2022 | Sep 12, 2026 |
| GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 27, 2022 | Sep 14, 2026 |
| GXO — GXO Logistics, Inc. (GXO) [ST] | Not reported | Sale | Jul 27, 2022 | Sep 12, 2026 |
| LKQ — Morgan Stanley IRA - X142 ⇒ LKQ Corporation (LKQ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 25, 2022 | Sep 14, 2026 |
| LKQ — LKQ Corporation (LKQ) [ST] | Not reported | Purchase | Jul 25, 2022 | Sep 12, 2026 |
| ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| CBOE — Morgan Stanley IRA - X142 ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 132 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| TT — Morgan Stanley IRA - X142 ⇒ Trane Technologies plc (TT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 22, 2022 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Jul 22, 2022 | Sep 12, 2026 |
| CBOE — Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jul 22, 2022 | Sep 12, 2026 |
| HUBB — Hubbell Inc (HUBB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Jul 22, 2022 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Purchase | Jul 22, 2022 | Sep 12, 2026 |
| CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 21 · Annual | Jul 21, 2022 | Sep 14, 2026 |
| CL — Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Jul 21, 2022 | Sep 12, 2026 |
| COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| TT — Morgan Stanley IRA - X141 ⇒ Trane Technologies plc (TT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 20, 2022 | Sep 14, 2026 |
| COP — ConocoPhillips (COP) [ST] | Not reported | Purchase | Jul 20, 2022 | Sep 12, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | Jul 20, 2022 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Jul 20, 2022 | Sep 12, 2026 |
| HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Annual | Jul 19, 2022 | Sep 14, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Jul 19, 2022 | Sep 12, 2026 |
| HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 134 · Annual | Jul 15, 2022 | Sep 14, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jul 15, 2022 | Sep 12, 2026 |
| TT — Morgan Stanley IRA - X141 ⇒ Trane Technologies plc (TT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 93 · Annual | Jul 13, 2022 | Sep 14, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Jul 13, 2022 | Sep 12, 2026 |
| SWK — Morgan Stanley IRA - X141 ⇒ Stanley Black & Decker, Inc. (SWK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 88 · Annual | Jun 29, 2022 | Sep 14, 2026 |
| SWK — Stanley Black & Decker, Inc. (SWK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Jun 29, 2022 | Sep 12, 2026 |
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 22, 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.