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 |
|---|---|---|---|---|
| CARG — CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Sep 20, 2022 | Sep 12, 2026 |
| UI — Ubiquiti Inc. (UI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Ptr | Sep 20, 2022 | Sep 12, 2026 |
| EPAM — Morgan Stanley IRA - X142 ⇒ EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Annual | Sep 19, 2022 | Sep 14, 2026 |
| SEDG — Morgan Stanley IRA - X142 ⇒ SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 148 · Annual | Sep 19, 2022 | Sep 14, 2026 |
| EPAM — EPAM Systems, Inc. (EPAM) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Sep 19, 2022 | Sep 12, 2026 |
| SEDG — SolarEdge Technologies, Inc. (SEDG) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Sep 19, 2022 | Sep 12, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Annual | Sep 14, 2022 | Sep 14, 2026 |
| DHR — Morgan Stanley IRA - X141 ⇒ Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 26 · Annual | Sep 14, 2022 | Sep 14, 2026 |
| KLAC — Morgan Stanley IRA - X141 ⇒ KLA Corporation (KLAC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 14, 2022 | 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 | Sep 14, 2022 | Sep 12, 2026 |
| DHR — Danaher Corporation (DHR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Sep 14, 2022 | Sep 12, 2026 |
| KLAC — KLA Corporation (KLAC) [ST] | Not reported | Purchase | Sep 14, 2022 | Sep 12, 2026 |
| ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 12, 2022 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Not reported | Purchase | Sep 12, 2022 | Sep 12, 2026 |
| ACN — Morgan Stanley IRA - X141 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Annual | Sep 7, 2022 | Sep 14, 2026 |
| CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Sep 7, 2022 | Sep 14, 2026 |
| ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual | Sep 7, 2022 | Sep 14, 2026 |
| KLAC — Morgan Stanley IRA - X141 ⇒ KLA Corporation (KLAC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 7, 2022 | Sep 14, 2026 |
| LOW — Morgan Stanley IRA - X141 ⇒ Lowe's Companies, Inc. (LOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 7, 2022 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 7, 2022 | 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 2 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| CL — Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Sep 7, 2022 | Sep 12, 2026 |
| KLAC — KLA Corporation (KLAC) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Purchase | Sep 7, 2022 | Sep 12, 2026 |
| CL — Morgan Stanley IRA - X141 ⇒ Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual | Aug 10, 2022 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 10, 2022 | Sep 14, 2026 |
| CL — Colgate-Palmolive Company (CL) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Aug 10, 2022 | Sep 12, 2026 |
| TGT — Target Corporation (TGT) [ST] | Not reported | Purchase | Aug 10, 2022 | Sep 12, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Aug 3, 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 66 · Annual | Aug 3, 2022 | Sep 14, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | Purchase | Aug 3, 2022 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Ptr | Aug 3, 2022 | Sep 12, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 28, 2022 | Sep 14, 2026 |
| BURL — Morgan Stanley IRA - X142 ⇒ Burlington Stores, Inc. (BURL) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 28, 2022 | Sep 14, 2026 |
| ZBH — Morgan Stanley IRA - X142 ⇒ Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 28, 2022 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | Purchase | Jul 28, 2022 | Sep 12, 2026 |
| BURL — Burlington Stores, Inc. (BURL) [ST] | Not reported | Sale | Jul 28, 2022 | Sep 12, 2026 |
| ZBH — Zimmer Biomet Holdings, Inc. (ZBH) [ST] | Not reported | Sale | Jul 28, 2022 | Sep 12, 2026 |
| GXO — Morgan Stanley IRA - X142 ⇒ GXO Logistics, Inc. (GXO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jul 27, 2022 | Sep 14, 2026 |
| GXO — GXO Logistics, Inc. (GXO) [ST] | Not reported | Sale | Jul 27, 2022 | Sep 12, 2026 |
| LKQ — Morgan Stanley IRA - X142 ⇒ LKQ Corporation (LKQ) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 25, 2022 | Sep 14, 2026 |
| LKQ — LKQ Corporation (LKQ) [ST] | Not reported | Purchase | Jul 25, 2022 | Sep 12, 2026 |
| ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 103 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| CBOE — Morgan Stanley IRA - X142 ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 132 · Annual | Jul 22, 2022 | Sep 14, 2026 |
| TT — Morgan Stanley IRA - X142 ⇒ Trane Technologies plc (TT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jul 22, 2022 | Sep 14, 2026 |
| ADI — Analog Devices, Inc. (ADI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Jul 22, 2022 | Sep 12, 2026 |
| CBOE — Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jul 22, 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.