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 |
|---|---|---|---|---|
| AXP — Morgan Stanley IRA - X141 ⇒ American Express Company (AXP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 29, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual | Mar 29, 2023 | Sep 14, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Purchase | Mar 29, 2023 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Mar 29, 2023 | Sep 12, 2026 |
| COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 22, 2023 | Sep 14, 2026 |
| ITW — Morgan Stanley IRA - X141 ⇒ Illinois Tool Works Inc. (ITW) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | Mar 22, 2023 | Sep 14, 2026 |
| JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 22, 2023 | Sep 14, 2026 |
| PGR — Morgan Stanley IRA - X141 ⇒ Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 98 · Annual | Mar 22, 2023 | Sep 14, 2026 |
| COP — ConocoPhillips (COP) [ST] | Not reported | Purchase | Mar 22, 2023 | Sep 12, 2026 |
| ITW — Illinois Tool Works Inc. (ITW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Mar 22, 2023 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Purchase | Mar 22, 2023 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 10 · Ptr | Mar 22, 2023 | Sep 12, 2026 |
| BOH — Morgan Stanley IRA - X142 ⇒ Bank of Hawaii Corporation (BOH) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 20, 2023 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 167 · Annual | Mar 20, 2023 | Sep 14, 2026 |
| BOH — Bank of Hawaii Corporation (BOH) [ST] | Not reported | Sale | Mar 20, 2023 | Sep 12, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Mar 20, 2023 | Sep 12, 2026 |
| FRC — Morgan Stanley IRA - X142 ⇒ FIRST REPUBLIC BANK (FRC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 16, 2023 | Sep 14, 2026 |
| FLR — Morgan Stanley IRA - X142 ⇒ Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 160 · Annual | Mar 16, 2023 | Sep 14, 2026 |
| ULTA — Morgan Stanley IRA - X142 ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 212 · Annual | Mar 16, 2023 | Sep 14, 2026 |
| FRC — FIRST REPUBLIC BANK (FRC) [ST] | Not reported | Sale | Mar 16, 2023 | Sep 12, 2026 |
| FLR — Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Mar 16, 2023 | Sep 12, 2026 |
| ULTA — Ulta Beauty, Inc. (ULTA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Mar 16, 2023 | Sep 12, 2026 |
| JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 2, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 2, 2023 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Not reported | Purchase | Mar 2, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale | Mar 2, 2023 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 1, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 92 · Annual | Mar 1, 2023 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Purchase | Mar 1, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Mar 1, 2023 | Sep 12, 2026 |
| TEL — Morgan Stanley IRA - X142 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 23, 2023 | Sep 14, 2026 |
| TEL — TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | Purchase | Feb 23, 2023 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 22, 2023 | Sep 14, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 78 · Annual | Feb 22, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 91 · Annual | Feb 22, 2023 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Purchase | Feb 22, 2023 | Sep 12, 2026 |
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Feb 22, 2023 | Sep 12, 2026 |
| PNC — PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Feb 22, 2023 | Sep 12, 2026 |
| PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 95 · Annual | Feb 20, 2023 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 20, 2023 | Sep 14, 2026 |
| PPG — PPG Industries, Inc. (PPG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Feb 20, 2023 | Sep 12, 2026 |
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Purchase | Feb 20, 2023 | Sep 12, 2026 |
| FLR — Morgan Stanley IRA - X142 ⇒ Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 159 · Annual | Feb 17, 2023 | Sep 14, 2026 |
| IFF — Morgan Stanley IRA - X142 ⇒ International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 17, 2023 | Sep 14, 2026 |
| LAMR — Morgan Stanley IRA - X142 ⇒ Lamar Advertising Company - Class A (LAMR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 17, 2023 | Sep 14, 2026 |
| FLR — Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Feb 17, 2023 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Not reported | Purchase | Feb 17, 2023 | Sep 12, 2026 |
| LAMR — Lamar Advertising Company - Class A (LAMR) [ST] | Not reported | Purchase | Feb 17, 2023 | Sep 12, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 8, 2023 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Purchase | Feb 8, 2023 | Sep 12, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.