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 |
|---|---|---|---|---|
| Not reported — NuVasive, Inc. (NuVA) [ST] | Not reported | Sale | Feb 14, 2022 | Sep 12, 2026 |
| KMB — Morgan Stanley IRA - X141 ⇒ Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 48 · Annual | Feb 10, 2022 | Sep 14, 2026 |
| HXL — Morgan Stanley IRA - X142 ⇒ Hexcel Corporation (HXL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Feb 10, 2022 | Sep 14, 2026 |
| HXL — Hexcel Corporation (HXL) [ST] | Not reported | Sale | Feb 10, 2022 | Sep 12, 2026 |
| Not reported — Kimberly-Clark Corporation (KMb) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Feb 10, 2022 | Sep 12, 2026 |
| KMB — Morgan Stanley IRA - X141 ⇒ Kimberly-Clark Corporation (KMB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 47 · Annual | Feb 9, 2022 | Sep 14, 2026 |
| MDT — Morgan Stanley IRA - X141 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 63 · Annual | Feb 9, 2022 | Sep 14, 2026 |
| NXPI — Morgan Stanley IRA - X141 ⇒ NXP Semiconductors N.V. (NXPI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 9, 2022 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 9, 2022 | Sep 14, 2026 |
| Not reported — Kimberly-Clark Corporation (KMb) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Feb 9, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 12 · Ptr | Feb 9, 2022 | Sep 12, 2026 |
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Purchase | Feb 9, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Feb 9, 2022 | Sep 12, 2026 |
| AOS — Morgan Stanley IRA - X142 ⇒ A.O. Smith Corporation (AOS) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 96 · Annual | Feb 7, 2022 | Sep 14, 2026 |
| CLX — Morgan Stanley IRA - X142 ⇒ Clorox Company (CLX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Feb 7, 2022 | Sep 14, 2026 |
| MCK — Morgan Stanley IRA - X142 ⇒ McKesson Corporation (MCK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 7, 2022 | Sep 14, 2026 |
| SSNC — Morgan Stanley IRA - X142 ⇒ SS&C Technologies Holdings, Inc. (SSNC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 149 · Annual | Feb 7, 2022 | Sep 14, 2026 |
| AOS — A.O. Smith Corporation (AOS) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Feb 7, 2022 | Sep 12, 2026 |
| CLX — Clorox Company (CLX) [ST] | Not reported | Sale | Feb 7, 2022 | Sep 12, 2026 |
| MCK — McKesson Corporation (MCK) [ST] | Not reported | Purchase | Feb 7, 2022 | Sep 12, 2026 |
| SSNC — SS&C Technologies Holdings, Inc. (SSNC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 19 · Ptr | Feb 7, 2022 | Sep 12, 2026 |
| MDT — Morgan Stanley IRA - X141 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 62 · Annual | Feb 3, 2022 | Sep 14, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Feb 3, 2022 | Sep 12, 2026 |
| MDT — Morgan Stanley IRA - X141 ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 61 · Annual | Feb 2, 2022 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 2, 2022 | Sep 14, 2026 |
| PPG — Morgan Stanley IRA - X141 ⇒ PPG Industries, Inc. (PPG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 2, 2022 | Sep 14, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Feb 2, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Feb 2, 2022 | Sep 12, 2026 |
| PPG — PPG Industries, Inc. (PPG) [ST] | Not reported | Purchase | Feb 2, 2022 | Sep 12, 2026 |
| FANG — Morgan Stanley IRA - X142 ⇒ Diamondback Energy, Inc. - Commmon Stock (FANG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 27, 2022 | Sep 14, 2026 |
| FANG — Diamondback Energy, Inc. - Commmon Stock (FANG) [ST] | Not reported | Purchase | Jan 27, 2022 | Sep 12, 2026 |
| C — Morgan Stanley IRA - X141 ⇒ Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual | Jan 26, 2022 | Sep 14, 2026 |
| C — Citigroup, Inc. (C) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Jan 26, 2022 | Sep 12, 2026 |
| MCK — Morgan Stanley IRA - X141 ⇒ McKesson Corporation (MCK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 20, 2022 | Sep 14, 2026 |
| MCK — McKesson Corporation (MCK) [ST] | Not reported | Purchase | Jan 20, 2022 | Sep 12, 2026 |
| LMT — Morgan Stanley IRA - X141 ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 19, 2022 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Jan 19, 2022 | Sep 12, 2026 |
| KKR — Morgan Stanley IRA - X141 ⇒ KKR & Co. Inc. (KKR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 13, 2022 | Sep 14, 2026 |
| KKR — KKR & Co. Inc. (KKR) [ST] | Not reported | Purchase | Jan 13, 2022 | Sep 12, 2026 |
| KKR — Morgan Stanley IRA - X141 ⇒ KKR & Co. Inc. (KKR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 12, 2022 | Sep 14, 2026 |
| LMT — Morgan Stanley IRA - X141 ⇒ Lockheed Martin Corporation (LMT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 55 · Annual | Jan 12, 2022 | Sep 14, 2026 |
| KKR — KKR & Co. Inc. (KKR) [ST] | Not reported | Purchase | Jan 12, 2022 | Sep 12, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Jan 12, 2022 | Sep 12, 2026 |
| FANG — Morgan Stanley IRA - X142 ⇒ Diamondback Energy, Inc. - Commmon Stock (FANG) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2022 | Sep 14, 2026 |
| DCI — Morgan Stanley IRA - X142 ⇒ Donaldson Company, Inc. (DCI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 11, 2022 | Sep 14, 2026 |
| HES — Morgan Stanley IRA - X142 ⇒ Hess Corporation (HES) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2022 | Sep 14, 2026 |
| MTB — Morgan Stanley IRA - X142 ⇒ M&T Bank Corporation (MTB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 11, 2022 | Sep 14, 2026 |
| OLLI — Morgan Stanley IRA - X142 ⇒ Ollie's Bargain Outlet Holdings, Inc. (OLLI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 11, 2022 | Sep 14, 2026 |
| FANG — Diamondback Energy, Inc. - Commmon Stock (FANG) [ST] | Not reported | Purchase | Jan 11, 2022 | Sep 12, 2026 |
| DCI — Donaldson Company, Inc. (DCI) [ST] | Not reported | Sale | Jan 11, 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.