Democrat · House FL21
Wikipedia biography ↗Years Elected: About 13.7Rank: #100
Federal elected service; earlier service not yet verified.
2.16%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.44 percentage points
2025-09-15 – 2026-09-15
16.34%
Cumulative estimated return
SPY: 70.83%
Outperformance: -54.49 percentage points
2023-09-15 – 2026-09-15
17.58%
Cumulative estimated return
SPY: 69.11%
Outperformance: -51.53 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 | $119.31Sep 15, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| MSFT | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 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 |
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 |
|---|---|---|---|---|
| ADI — Morgan Stanley IRA - X142 ⇒ Analog Devices, Inc. (ADI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ADSK — Morgan Stanley IRA - X142 ⇒ Autodesk, Inc. (ADSK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| AVY — Morgan Stanley IRA - X142 ⇒ Avery Dennison Corporation (AVY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BIO — Morgan Stanley IRA - X142 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BAH — Morgan Stanley IRA - X142 ⇒ Booz Allen Hamilton Holding Corporation (BAH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X142 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BR — Morgan Stanley IRA - X142 ⇒ Broadridge Financial Solutions, Inc. (BR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| BWXT — Morgan Stanley IRA - X142 ⇒ BWX Technologies, Inc. (BWXT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CASY — Morgan Stanley IRA - X142 ⇒ Caseys General Stores, Inc. (CASY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CBOE — Morgan Stanley IRA - X142 ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| CRL — Morgan Stanley IRA - X142 ⇒ Charles River Laboratories International, Inc. (CRL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| FANG — Morgan Stanley IRA - X142 ⇒ Diamondback Energy, Inc. (FANG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| DORM — Morgan Stanley IRA - X142 ⇒ Dorman Products, Inc. (DORM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ETR — Morgan Stanley IRA - X142 ⇒ Entergy Corporation (ETR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ES — Morgan Stanley IRA - X142 ⇒ Eversource Energy (ES) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| EXPD — Morgan Stanley IRA - X142 ⇒ Expeditors International of Washington, Inc. (EXPD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| FAF — Morgan Stanley IRA - X142 ⇒ First American Corporation (FAF) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| FLR — Morgan Stanley IRA - X142 ⇒ Fluor Corporation (FLR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| IT — Morgan Stanley IRA - X142 ⇒ Gartner, Inc. (IT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| GL — Morgan Stanley IRA - X142 ⇒ Globe Life Inc. (GL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| HES — Morgan Stanley IRA - X142 ⇒ Hess Corporation (HES) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| LAMR — Morgan Stanley IRA - X142 ⇒ Lamar Advertising Company - Class A (LAMR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| LBRDK — Morgan Stanley IRA - X142 ⇒ Liberty Broadband Corporation - Class C (LBRDK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| LKQ — Morgan Stanley IRA - X142 ⇒ LKQ Corporation (LKQ) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MTB — Morgan Stanley IRA - X142 ⇒ M&T Bank Corporation (MTB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MKL — Morgan Stanley IRA - X142 ⇒ Markel Group Inc. (MKL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| MCK — Morgan Stanley IRA - X142 ⇒ McKesson Corporation (MCK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| NSC — Morgan Stanley IRA - X142 ⇒ Norfolk Southern Corporation (NSC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| POR — Morgan Stanley IRA - X142 ⇒ Portland General Electric Co (POR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| RGLD — Morgan Stanley IRA - X142 ⇒ Royal Gold, Inc. (RGLD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| SSNC — Morgan Stanley IRA - X142 ⇒ SS&C Technologies Holdings, Inc. (SSNC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| SUI — Morgan Stanley IRA - X142 ⇒ Sun Communities, Inc. (SUI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| TEL — Morgan Stanley IRA - X142 ⇒ TE Connectivity Ltd. New Switzerland Registered Shares (TEL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| HSY — Morgan Stanley IRA - X142 ⇒ The Hershey Company (HSY) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| TT — Morgan Stanley IRA - X142 ⇒ Trane Technologies plc (TT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| ULTA — Morgan Stanley IRA - X142 ⇒ Ulta Beauty, Inc. (ULTA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| VNT — Morgan Stanley IRA - X142 ⇒ Vontier Corporation (VNT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| WAT — Morgan Stanley IRA - X142 ⇒ Waters Corporation (WAT) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| WSO — Morgan Stanley IRA - X142 ⇒ Watsco, Inc. (WSO) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| XEL — Morgan Stanley IRA - X142 ⇒ Xcel Energy Inc. (XEL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Sep 8, 2023 | Sep 14, 2026 |
| AOS — A.O. Smith Corporation (AOS) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| ABBV — AbbVie Inc. (ABBV) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| LNT — Alliant Energy Corporation (LNT) [ST] | Not reported | Sale | Sep 8, 2023 | Sep 12, 2026 |
| AXP — American Express Company (AXP) [ST] | Not reported | Sale | Sep 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.