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 |
|---|---|---|---|---|
| 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactions | Apr 27, 2022 | Sep 14, 2026 |
| GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | 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; unresolved, excluded from usable transactionsSource 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; unresolved, excluded from usable transactions | Apr 25, 2022 | Sep 14, 2026 |
| AVY — Morgan Stanley IRA - X142 ⇒ Avery Dennison Corporation (AVY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 25, 2022 | Sep 14, 2026 |
| VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | 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 |
| VNT — Vontier Corporation (VNT) [ST] | Not reported | Purchase | Apr 25, 2022 | Sep 12, 2026 |
| CB — Morgan Stanley IRA - X141 ⇒ Chubb Limited (CB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Annual | Apr 13, 2022 | Sep 14, 2026 |
| FIS — Morgan Stanley IRA - X141 ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 13, 2022 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 13, 2022 | Sep 14, 2026 |
| CB — Chubb Limited (CB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Apr 13, 2022 | Sep 12, 2026 |
| FIS — Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | Sale | Apr 13, 2022 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Purchase | Apr 13, 2022 | Sep 12, 2026 |
| FIS — Morgan Stanley IRA - X141 ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 35 · Annual | Apr 6, 2022 | Sep 14, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 6, 2022 | Sep 14, 2026 |
| FIS — Fidelity National Information Services, Inc. (FIS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Apr 6, 2022 | Sep 12, 2026 |
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Purchase | Apr 6, 2022 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Annual | Mar 30, 2022 | Sep 14, 2026 |
| PXD — Morgan Stanley IRA - X141 ⇒ Pioneer Natural Resources Company (PXD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 30, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Mar 30, 2022 | Sep 12, 2026 |
| PXD — Pioneer Natural Resources Company (PXD) [ST] | Not reported | Purchase | Mar 30, 2022 | Sep 12, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 24, 2022 | Sep 14, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Purchase | Mar 24, 2022 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Annual | Mar 23, 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 | Mar 23, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Mar 23, 2022 | Sep 12, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Purchase | Mar 23, 2022 | Sep 12, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 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 67 · Annual | Mar 9, 2022 | Sep 14, 2026 |
| SO — Morgan Stanley IRA - X141 ⇒ Southern Company (SO) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 87 · Annual | Mar 9, 2022 | Sep 14, 2026 |
| TXN — Morgan Stanley IRA - X141 ⇒ Texas Instruments Incorporated (TXN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 9, 2022 | Sep 14, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Not reported | Purchase | Mar 9, 2022 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Mar 9, 2022 | Sep 12, 2026 |
| SO — Southern Company (SO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Mar 9, 2022 | Sep 12, 2026 |
| TXN — Texas Instruments Incorporated (TXN) [ST] | Not reported | Purchase | Mar 9, 2022 | Sep 12, 2026 |
| IAA — Morgan Stanley IRA - X142 ⇒ IAA, Inc. (IAA) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 2022 | Sep 14, 2026 |
| MCK — Morgan Stanley IRA - X142 ⇒ McKesson Corporation (MCK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 8, 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.