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 |
|---|---|---|---|---|
| NDAQ — Nasdaq, Inc. (NDAQ) [ST] | Not reported | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 6 · Ptr Original ↗ · Row 7 · Ptr | Nov 18, 2021 | 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 6 · Annual | Nov 17, 2021 | Sep 14, 2026 |
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 17, 2021 | Sep 14, 2026 |
| DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 17, 2021 | Sep 14, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 17, 2021 | Sep 14, 2026 |
| TMO — Morgan Stanley IRA - X141 ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 79 · Annual | Nov 17, 2021 | 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 | Nov 17, 2021 | Sep 12, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Purchase | Nov 17, 2021 | Sep 12, 2026 |
| DD — DuPont de Nemours, Inc. (DD) [ST] | Not reported | Purchase | Nov 17, 2021 | Sep 12, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Not reported | Purchase | Nov 17, 2021 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Nov 17, 2021 | Sep 12, 2026 |
| ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 11, 2021 | Sep 14, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale | Nov 11, 2021 | Sep 12, 2026 |
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 10, 2021 | 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 31 · Annual | Nov 10, 2021 | Sep 14, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Purchase | Nov 10, 2021 | Sep 12, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Nov 10, 2021 | Sep 12, 2026 |
| AON — Morgan Stanley IRA - X141 ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual | Oct 6, 2021 | Sep 14, 2026 |
| KKR — Morgan Stanley IRA - X141 ⇒ KKR & Co. Inc. (KKR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 6, 2021 | Sep 14, 2026 |
| AON — Aon plc Class A Ordinary Shares (AON) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Oct 6, 2021 | Sep 12, 2026 |
| KKR — KKR & Co. Inc. (KKR) [ST] | Not reported | Purchase | Oct 6, 2021 | Sep 12, 2026 |
| KKR — Morgan Stanley IRA - X141 ⇒ KKR & Co. Inc. (KKR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 30, 2021 | Sep 14, 2026 |
| KKR — KKR & Co. Inc. (KKR) [ST] | Not reported | Purchase | Sep 30, 2021 | Sep 12, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 58 · Annual | Sep 29, 2021 | Sep 14, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Sep 29, 2021 | Sep 12, 2026 |
| MKL — Morgan Stanley IRA - X142 ⇒ Markel Corporation (MKL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 28, 2021 | Sep 14, 2026 |
| OLLI — Morgan Stanley IRA - X142 ⇒ Ollie's Bargain Outlet Holdings, Inc. (OLLI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 28, 2021 | Sep 14, 2026 |
| MKL — Markel Corporation (MKL) [ST] | Not reported | Purchase | Sep 28, 2021 | Sep 12, 2026 |
| OLLI — Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST] | Not reported | Purchase | Sep 28, 2021 | Sep 12, 2026 |
| CARG — Morgan Stanley IRA - X142 ⇒ CarGurus, Inc. - Class A (CARG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 27, 2021 | Sep 14, 2026 |
| HST — Morgan Stanley IRA - X142 ⇒ Host Hotels (HST) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 27, 2021 | Sep 14, 2026 |
| CARG — CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Purchase | Sep 27, 2021 | Sep 12, 2026 |
| HST — Host Hotels (HST) [ST] | Not reported | Sale | Sep 27, 2021 | Sep 12, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 24, 2021 | Sep 14, 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 80 · Annual | Sep 24, 2021 | Sep 14, 2026 |
| HST — Morgan Stanley IRA - X142 ⇒ Host Hotels (HST) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Annual | Sep 24, 2021 | Sep 14, 2026 |
| HST — Host Hotels (HST) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Sep 24, 2021 | Sep 12, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Not reported | Purchase | Sep 24, 2021 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Sep 24, 2021 | Sep 12, 2026 |
| MAR — Morgan Stanley IRA - X141 ⇒ Marriott International - Class A (MAR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 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 81 · Annual | Sep 23, 2021 | Sep 14, 2026 |
| WLTW — Morgan Stanley IRA - X142 ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| WWD — Morgan Stanley IRA - X142 ⇒ Woodward, Inc. (WWD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| TT — Trane Technologies plc (TT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Sep 23, 2021 | Sep 12, 2026 |
| WLTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| WWD — Woodward, Inc. (WWD) [ST] | Not reported | Sale | Sep 23, 2021 | Sep 12, 2026 |
| WLTW — Morgan Stanley IRA - X142 ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2021 | Sep 14, 2026 |
| WWD — Morgan Stanley IRA - X142 ⇒ Woodward, Inc. (WWD) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 133 · Annual | Sep 22, 2021 | Sep 14, 2026 |
| WLTW — Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] | Not reported | Purchase | Sep 22, 2021 | Sep 12, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.