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 |
|---|---|---|---|---|
| NXPI — NXP Semiconductors N.V. (NXPI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | Jul 12, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Jul 12, 2023 | Sep 12, 2026 |
| BIO — Morgan Stanley IRA - X142 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 29, 2023 | Sep 14, 2026 |
| BIO — Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Not reported | Purchase | Jun 29, 2023 | Sep 12, 2026 |
| DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 28, 2023 | Sep 14, 2026 |
| MRK — Morgan Stanley IRA - X141 ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 68 · Annual | Jun 28, 2023 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 28, 2023 | Sep 14, 2026 |
| TMO — Morgan Stanley IRA - X141 ⇒ Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 118 · Annual | Jun 28, 2023 | Sep 14, 2026 |
| BIO — Morgan Stanley IRA - X142 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 28, 2023 | Sep 14, 2026 |
| BWXT — Morgan Stanley IRA - X142 ⇒ BWX Technologies, Inc. (BWXT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 142 · Annual | Jun 28, 2023 | Sep 14, 2026 |
| HUBB — Morgan Stanley IRA - X142 ⇒ Hubbell Inc (HUBB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 173 · Annual | Jun 28, 2023 | Sep 14, 2026 |
| NSC — Morgan Stanley IRA - X142 ⇒ Norfolk Southern Corporation (NSC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 28, 2023 | Sep 14, 2026 |
| WSO — Morgan Stanley IRA - X142 ⇒ Watsco, Inc. (WSO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 222 · Annual | Jun 28, 2023 | Sep 14, 2026 |
| BIO — Bio-Rad Laboratories, Inc. Class A (BIO) [ST] | Not reported | Purchase | Jun 28, 2023 | Sep 12, 2026 |
| BWXT — BWX Technologies, Inc. (BWXT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Jun 28, 2023 | Sep 12, 2026 |
| DD — DuPont de Nemours, Inc. (DD) [ST] | Not reported | Purchase | Jun 28, 2023 | Sep 12, 2026 |
| HUBB — Hubbell Inc (HUBB) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 8 · Ptr | Jun 28, 2023 | Sep 12, 2026 |
| MRK — Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Jun 28, 2023 | Sep 12, 2026 |
| NSC — Norfolk Southern Corporation (NSC) [ST] | Not reported | Purchase | Jun 28, 2023 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Jun 28, 2023 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Ptr | Jun 28, 2023 | Sep 12, 2026 |
| WSO — Watsco, Inc. (WSO) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 18 · Ptr | Jun 28, 2023 | Sep 12, 2026 |
| COP — Morgan Stanley IRA - X141 ⇒ ConocoPhillips (COP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 21, 2023 | Sep 14, 2026 |
| ETN — Morgan Stanley IRA - X141 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 38 · Annual | Jun 21, 2023 | Sep 14, 2026 |
| COP — ConocoPhillips (COP) [ST] | Not reported | Purchase | Jun 21, 2023 | Sep 12, 2026 |
| ETN — Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Jun 21, 2023 | Sep 12, 2026 |
| JPM — Morgan Stanley IRA - X141 ⇒ JP Morgan Chase & Co. (JPM) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 53 · Annual | Jun 14, 2023 | Sep 14, 2026 |
| TGT — Morgan Stanley IRA - X141 ⇒ Target Corporation (TGT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 14, 2023 | Sep 14, 2026 |
| D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 8, 2023 | Sep 14, 2026 |
| D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 7, 2023 | Sep 14, 2026 |
| SHW — Morgan Stanley IRA - X141 ⇒ Sherwin-Williams Company (SHW) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 107 · Annual | Jun 7, 2023 | Sep 14, 2026 |
| DG — Morgan Stanley IRA - X142 ⇒ Dollar General Corporation (DG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 148 · Annual | Jun 6, 2023 | Sep 14, 2026 |
| ES — Morgan Stanley IRA - X142 ⇒ Eversource Energy (ES) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 2, 2023 | Sep 14, 2026 |
| GL — Morgan Stanley IRA - X142 ⇒ Globe Life Inc. (GL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 165 · Annual | Jun 2, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X141 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual | May 31, 2023 | Sep 14, 2026 |
| CI — Morgan Stanley IRA - X141 ⇒ The Cigna Group (CI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 31, 2023 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 30, 2023 | Sep 14, 2026 |
| BSX — Morgan Stanley IRA - X142 ⇒ Boston Scientific Corporation (BSX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 30, 2023 | Sep 14, 2026 |
| WRB — Morgan Stanley IRA - X142 ⇒ W.R. Berkley Corporation (WRB) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 26, 2023 | Sep 14, 2026 |
| GD — Morgan Stanley IRA - X141 ⇒ General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 24, 2023 | Sep 14, 2026 |
| JCI — Morgan Stanley IRA - X141 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 49 · Annual | May 24, 2023 | Sep 14, 2026 |
| NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 22, 2023 | Sep 14, 2026 |
| NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 19, 2023 | Sep 14, 2026 |
| ARE — Real estate (see the original disclosure) | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 16, 2023 | Sep 14, 2026 |
| NSA — Morgan Stanley IRA - X142 ⇒ National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 16, 2023 | Sep 14, 2026 |
| CMCSA — Morgan Stanley IRA - X141 ⇒ Comcast Corporation - Class A (CMCSA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual | May 3, 2023 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 3, 2023 | Sep 14, 2026 |
| UI — Morgan Stanley IRA - X142 ⇒ Ubiquiti Inc. (UI) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 3, 2023 | Sep 14, 2026 |
| CMCSA — Comcast Corporation - Class A (CMCSA) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | May 3, 2023 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | May 3, 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.