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 |
|---|---|---|---|---|
| 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactions | Jul 20, 2022 | Sep 14, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 20, 2022 | Sep 14, 2026 |
| TT — Morgan Stanley IRA - X141 ⇒ Trane Technologies plc (TT) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactions | Jun 22, 2022 | Sep 14, 2026 |
| DUK — Morgan Stanley IRA - X141 ⇒ Duke Energy Corporation (DUK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 31 · Annual | Jun 22, 2022 | Sep 14, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Purchase | Jun 22, 2022 | Sep 12, 2026 |
| DUK — Duke Energy Corporation (DUK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Jun 22, 2022 | Sep 12, 2026 |
| CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 15, 2022 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | Purchase | Jun 15, 2022 | Sep 12, 2026 |
| HELE — Morgan Stanley IRA - X142 ⇒ Helen of Troy Limited (HELE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jun 14, 2022 | Sep 14, 2026 |
| HELE — Helen of Troy Limited (HELE) [ST] | Not reported | Sale | Jun 14, 2022 | Sep 12, 2026 |
| ZBH — Morgan Stanley IRA - X142 ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 156 · Annual | Jun 13, 2022 | Sep 14, 2026 |
| ZBH — Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Jun 13, 2022 | Sep 12, 2026 |
| BLK — Morgan Stanley IRA - X141 ⇒ BlackRock, Inc. (BLK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jun 1, 2022 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 65 · Annual | Jun 1, 2022 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Purchase | Jun 1, 2022 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Jun 1, 2022 | Sep 12, 2026 |
| GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 125 · Annual | May 25, 2022 | Sep 14, 2026 |
| GXO — GXO Logistics, Inc. (GXO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | May 25, 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 13 · Annual | May 18, 2022 | Sep 14, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 18, 2022 | Sep 14, 2026 |
| FRC — Morgan Stanley IRA - X142 ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 18, 2022 | Sep 14, 2026 |
| CI — Cigna Corporation (CI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | May 18, 2022 | Sep 12, 2026 |
| FRC — FIRST REPUBLIC BANK (FRC) [ST] | Not reported | Purchase | May 18, 2022 | Sep 12, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | May 18, 2022 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 11, 2022 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 11, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Sale | May 11, 2022 | Sep 12, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Purchase | May 11, 2022 | Sep 12, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 4, 2022 | Sep 14, 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 41 · Annual | May 4, 2022 | Sep 14, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | May 4, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | May 4, 2022 | Sep 12, 2026 |
| Y — Morgan Stanley IRA - X142 ⇒ Alleghany Corporation (Y) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | May 2, 2022 | Sep 14, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust Common Shares (COLD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | May 2, 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.