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 |
|---|---|---|---|---|
| DUK — Morgan Stanley IRA - X141 ⇒ Duke Energy Corporation (DUK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTRSource 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; may repeat a PTR | Jun 1, 2022 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTR | May 18, 2022 | Sep 14, 2026 |
| FRC — Morgan Stanley IRA - X142 ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | May 11, 2022 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | May 4, 2022 | Sep 14, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTR | May 2, 2022 | Sep 14, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust Common Shares (COLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 2, 2022 | Sep 14, 2026 |
| Y — Alleghany Corporation (Y) [ST] | Not reported | Sale | May 2, 2022 | Sep 12, 2026 |
| COLD — Americold Realty Trust Common Shares (COLD) [ST] | Not reported | Purchase | May 2, 2022 | Sep 12, 2026 |
| Y — Morgan Stanley IRA - X142 ⇒ Alleghany Corporation (Y) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 99 · Annual | Apr 29, 2022 | Sep 14, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust Common Shares (COLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 29, 2022 | Sep 14, 2026 |
| Y — Alleghany Corporation (Y) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Apr 29, 2022 | Sep 12, 2026 |
| COLD — Americold Realty Trust Common Shares (COLD) [ST] | Not reported | Purchase | Apr 29, 2022 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual | Apr 27, 2022 | Sep 14, 2026 |
| PXD — Morgan Stanley IRA - X141 ⇒ Pioneer Natural Resources Company (PXD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 27, 2022 | Sep 14, 2026 |
| GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 27, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Apr 27, 2022 | Sep 12, 2026 |
| GXO — GXO Logistics, Inc. (GXO) [ST] | Not reported | Purchase | Apr 27, 2022 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Not reported | Purchase | Apr 27, 2022 | Sep 12, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 42 · Annual | Apr 25, 2022 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 25, 2022 | Sep 14, 2026 |
| AVY — Morgan Stanley IRA - X142 ⇒ Avery Dennison Corporation (AVY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 25, 2022 | Sep 14, 2026 |
| VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 25, 2022 | Sep 14, 2026 |
| AVY — Avery Dennison Corporation (AVY) [ST] | Not reported | Purchase | Apr 25, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Apr 25, 2022 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Purchase | Apr 25, 2022 | Sep 12, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.