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 |
|---|---|---|---|---|
| SHW — Sherwin-Williams Company (SHW) [ST] | Not reported | Purchase | Jan 11, 2023 | Sep 12, 2026 |
| DEO — Morgan Stanley IRA - X141 ⇒ Diageo plc (DEO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 5, 2023 | Sep 14, 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 158 · Annual | Jan 5, 2023 | Sep 14, 2026 |
| HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jan 5, 2023 | Sep 14, 2026 |
| DEO — Diageo plc (DEO) [ST] | Not reported | Purchase | Jan 5, 2023 | Sep 12, 2026 |
| FLR — Fluor Corporation (FLR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 4 · Ptr | Jan 5, 2023 | Sep 12, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale | Jan 5, 2023 | Sep 12, 2026 |
| DEO — Morgan Stanley IRA - X141 ⇒ Diageo plc (DEO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 4, 2023 | Sep 14, 2026 |
| NOC — Morgan Stanley IRA - X141 ⇒ Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Annual | Jan 4, 2023 | Sep 14, 2026 |
| DEO — Diageo plc (DEO) [ST] | Not reported | Purchase | Jan 4, 2023 | Sep 12, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Jan 4, 2023 | Sep 12, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 8, 2022 | Sep 14, 2026 |
| HPP — Morgan Stanley IRA - X142 ⇒ Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 135 · Annual | Dec 8, 2022 | Sep 14, 2026 |
| HPP — Hudson Pacific Properties, Inc. (HPP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Dec 8, 2022 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Dec 8, 2022 | 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 10 · Annual | Dec 7, 2022 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 7, 2022 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Sale | Dec 7, 2022 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Dec 7, 2022 | Sep 12, 2026 |
| D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Dec 1, 2022 | Sep 14, 2026 |
| D — Dominion Energy, Inc. (D) [ST] | Not reported | Purchase | Dec 1, 2022 | 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 9 · Annual | Nov 30, 2022 | Sep 14, 2026 |
| D — Morgan Stanley IRA - X141 ⇒ Dominion Energy, Inc. (D) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 30, 2022 | Sep 14, 2026 |
| DD — Morgan Stanley IRA - X141 ⇒ DuPont de Nemours, Inc. (DD) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 32 · Annual | Nov 30, 2022 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 30, 2022 | Sep 14, 2026 |
| UNP — Morgan Stanley IRA - X141 ⇒ Union Pacific Corporation (UNP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 30, 2022 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 1 · Ptr | Nov 30, 2022 | Sep 12, 2026 |
| D — Dominion Energy, Inc. (D) [ST] | Not reported | Purchase | Nov 30, 2022 | Sep 12, 2026 |
| DD — DuPont de Nemours, Inc. (DD) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 6 · Ptr | Nov 30, 2022 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Nov 30, 2022 | Sep 12, 2026 |
| UNP — Union Pacific Corporation (UNP) [ST] | Not reported | Purchase | Nov 30, 2022 | Sep 12, 2026 |
| CARG — Morgan Stanley IRA - X142 ⇒ CarGurus, Inc. - Class A (CARG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Nov 22, 2022 | Sep 14, 2026 |
| CARG — CarGurus, Inc. - Class A (CARG) [ST] | Not reported | Sale | Nov 22, 2022 | Sep 12, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 9, 2022 | Sep 14, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Nov 9, 2022 | Sep 12, 2026 |
| CI — Morgan Stanley IRA - X141 ⇒ Cigna Corporation (CI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 14 · Annual | Nov 2, 2022 | Sep 14, 2026 |
| PLD — Morgan Stanley IRA - X141 ⇒ ProLogis, Inc. (PLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Nov 2, 2022 | Sep 14, 2026 |
| CI — Cigna Corporation (CI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 2 · Ptr | Nov 2, 2022 | Sep 12, 2026 |
| PLD — ProLogis, Inc. (PLD) [ST] | Not reported | Purchase | Nov 2, 2022 | Sep 12, 2026 |
| COLD — Morgan Stanley IRA - X142 ⇒ Americold Realty Trust, Inc. (COLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 27, 2022 | Sep 14, 2026 |
| COLD — Americold Realty Trust, Inc. (COLD) [ST] | Not reported | Purchase | Oct 27, 2022 | Sep 12, 2026 |
| JNJ — Morgan Stanley IRA - X141 ⇒ Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 43 · Annual | Oct 26, 2022 | Sep 14, 2026 |
| PFE — Morgan Stanley IRA - X141 ⇒ Pfizer, Inc. (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 26, 2022 | Sep 14, 2026 |
| HAL — Morgan Stanley IRA - X142 ⇒ Halliburton Company (HAL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Oct 26, 2022 | Sep 14, 2026 |
| HAL — Halliburton Company (HAL) [ST] | Not reported | Purchase | Oct 26, 2022 | Sep 12, 2026 |
| JNJ — Johnson & Johnson (JNJ) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 7 · Ptr | Oct 26, 2022 | Sep 12, 2026 |
| PFE — Pfizer, Inc. (PFE) [ST] | Not reported | Purchase | Oct 26, 2022 | Sep 12, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 137 · Annual | Oct 24, 2022 | Sep 14, 2026 |
| NSP — Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 5 · Ptr | Oct 24, 2022 | Sep 12, 2026 |
| NSP — Morgan Stanley IRA - X142 ⇒ Insperity, Inc. (NSP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 138 · Annual | Oct 21, 2022 | Sep 14, 2026 |
60 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.