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. | ||||||
805 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 |
|---|---|---|---|---|
| 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; may repeat a PTR | Mar 2, 2023 | Sep 14, 2026 |
| PNC — Morgan Stanley IRA - X141 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Mar 1, 2023 | Sep 14, 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 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; may repeat a PTR | 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; may repeat a PTR | Feb 22, 2023 | Sep 14, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTRSource 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; may repeat a PTR | 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; may repeat a PTRSource 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; may repeat a PTR | Feb 17, 2023 | Sep 14, 2026 |
| LAMR — Morgan Stanley IRA - X142 ⇒ Lamar Advertising Company - Class A (LAMR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Feb 8, 2023 | Sep 14, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Purchase | Feb 8, 2023 | Sep 12, 2026 |
| BLK — Morgan Stanley IRA - X141 ⇒ BlackRock, Inc. (BLK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Feb 2, 2023 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Sale | Feb 2, 2023 | Sep 12, 2026 |
| BLK — Morgan Stanley IRA - X141 ⇒ BlackRock, Inc. (BLK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual | Feb 1, 2023 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 1, 2023 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Feb 1, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Feb 1, 2023 | Sep 12, 2026 |
| LNT — Morgan Stanley IRA - X142 ⇒ Alliant Energy Corporation (LNT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 31, 2023 | Sep 14, 2026 |
| ADSK — Morgan Stanley IRA - X142 ⇒ Autodesk, Inc. (ADSK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 31, 2023 | Sep 14, 2026 |
| HAS — Morgan Stanley IRA - X142 ⇒ Hasbro, Inc. (HAS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 31, 2023 | Sep 14, 2026 |
| LSXMK — Morgan Stanley IRA - X142 ⇒ Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 31, 2023 | Sep 14, 2026 |
| LNT — Alliant Energy Corporation (LNT) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| ADSK — Autodesk, Inc. (ADSK) [ST] | Not reported | Purchase | Jan 31, 2023 | Sep 12, 2026 |
| HAS — Hasbro, Inc. (HAS) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| LSXMK — Liberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST] | Not reported | Sale | Jan 31, 2023 | Sep 12, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2023 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2023 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2023 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Jan 11, 2023 | Sep 12, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Purchase | Jan 11, 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.