1 year
26.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: 12.13 percentage points
2025-09-15 – 2026-09-15
Missing information
- 10 sales exceeding observed holdings (unmatched amount omitted).
- 34 rows without a saved price.
Republican · House GA14
Wikipedia biography ↗Years Elected: About 5.0Rank: #9
Federal elected service; earlier service not yet verified.
26.73%
Cumulative estimated return
SPY: 14.60%
Outperformance: 12.13 percentage points
2025-09-15 – 2026-09-15
92.94%
Cumulative estimated return
SPY: 70.83%
Outperformance: 22.11 percentage points
2023-09-15 – 2026-09-15
82.47%
Cumulative estimated return
SPY: 69.11%
Outperformance: 13.36 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 479 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, 2024. 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 |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $262.51Sep 16, 2026 | Unavailable |
| ADBE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $250.50Sep 16, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $512.50Sep 16, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $339.36Sep 16, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $245.96Sep 16, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $332.41Sep 16, 2026 | Unavailable |
| AMAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $415.38Sep 16, 2026 | Unavailable |
| ASML | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1602.22Sep 16, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $519.80Sep 16, 2026 | Unavailable |
| BX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $123.45Sep 16, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $782.72Sep 16, 2026 | Unavailable |
| SCHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $105.16Sep 16, 2026 | Unavailable |
| GLW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $144.16Sep 16, 2026 | Unavailable |
| COST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $893.74Sep 16, 2026 | Unavailable |
| CRWD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $241.36Sep 16, 2026 | Unavailable |
| DELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DLR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DUK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1137.82Sep 16, 2026 | Unavailable |
| FDX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $301.72Sep 16, 2026 | Unavailable |
| GILD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $937.98Sep 16, 2026 | Unavailable |
| GSK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $101.05Sep 16, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $348.92Sep 16, 2026 | Unavailable |
| KMI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.73Sep 16, 2026 | Unavailable |
| LRCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $269.23Sep 16, 2026 | Unavailable |
| LULU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $95.98Sep 16, 2026 | Unavailable |
| META | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $673.31Sep 16, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $490.30Sep 16, 2026 | Unavailable |
| NSRGY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NEE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $80.37Sep 16, 2026 | Unavailable |
| NSC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $317.00Sep 16, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $213.90Sep 16, 2026 | Unavailable |
| OXY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $59.36Sep 16, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 16, 2026 | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $184.84Sep 16, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $139.82Sep 16, 2026 | Unavailable |
| SO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $86.23Sep 16, 2026 | Unavailable |
| SCCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $189.88Sep 16, 2026 | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $358.08Sep 16, 2026 | Unavailable |
| HSY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $170.79Sep 16, 2026 | Unavailable |
| TSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $32.78Sep 16, 2026 | Unavailable |
| UPS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $98.77Sep 16, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $370.93Sep 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 |
|---|---|---|---|
| DC2 IRA ⇒ Bank of America Corporation (BAC) [ST] | dependent | 241.5609903381642512077294686 | 14377.71 |
| DC2 IRA ⇒ Costco Wholesale Corporation (COST) [ST] | dependent | 14.09283072045094239915448300 | 12702.57 |
| DC3 IRA ⇒ Walt Disney Company (DIS) [ST] | dependent | 5.543249529294495514453427844 | 589.91 |
| Airbnb, Inc. - Class A (ABNB) [ST] | joint | 48.05393717340380803651870983 | 8088.44 |
| Applied Materials, Inc. (AMAT) [ST] | joint | 206.5359684799186578546009151 | 86986.75 |
| AstraZeneca PLC - American Depositary Shares (AZN) [ST] | joint | 69.05906857223256604871294889 | 11177.21 |
| Bank of America Corporation (BAC) [ST] | joint | 730.5124747134187457855697910 | 43480.10 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | joint | 108.6973244147157190635451505 | 56170.43 |
| Clorox Company (CLX) [ST] | joint | 186.3988300068823124569855471 | 16246.52 |
| Costco Wholesale Corporation (COST) [ST] | joint | 57.24942751453232341025189361 | 51601.77 |
| CRISPR Therapeutics AG - Common Shares (CRSP) [ST] | joint | 105.5753496964898390076537345 | 5471.97 |
| Diageo plc (DEO) [ST] | joint | 147.6355955301171981466339602 | 12814.77 |
| Walt Disney Company (DIS) [ST] | joint | 209.8295564594228161921363548 | 22330.06 |
| Corning Incorporated (GLW) [ST] | joint | 214.8939027665860864893902767 | 30852.32 |
| Goldman Sachs Group, Inc. (GS) [ST] | joint | 84.95752189256306365181022089 | 82975.46 |
| McDonald's Corporation (MCD) [ST] | joint | 121.2388555228112060282761965 | 30646.76 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | joint | 120.6529935153068918715125924 | 7492.55 |
| Penn National Gaming, Inc. (PENN) [ST] | joint | 154.3008678881388621022179364 | 2737.30 |
| QUALCOMM Incorporated (QCOM) [ST] | joint | 177.7246131131404823098375895 | 33376.68 |
| Charles Schwab Corporation (SCHW) [ST] | joint | 386.4506539833531510107015458 | 41655.52 |
| Zscaler, Inc. (ZS) [ST] | joint | 101.1436840631126878909532257 | 19610.75 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 253.8189527390046170355928074 | 106900.93 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 43.88709526328243801127758350 | 69845.43 |
| Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 194.5646887159533073929961089 | 11580.49 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 172.9098951244106058051463019 | 89352.92 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 17.45995433481830856731212220 | 15737.53 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 263.3301809143411688070353403 | 63854.94 |
| Digital Realty Trust, Inc. Common Stock (DLR) [ST] | not_reported | 191.6175085013904237888243212 | 34351.27 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 433.4322895972052468408030144 | 51045.32 |
| Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 972.1185238859286363669964078 | 49898.84 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 514.7315444364743089107516342 | 73900.01 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 508.5727553832326637696559858 | 173642.00 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 65.08726926933710186629302668 | 63568.78 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 338.7082524363595348537186337 | 57722.66 |
| Novo Nordisk A/S Common Stock (NVO) [ST] | not_reported | 876.9298777958516928246334497 | 37295.83 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 920.4178658093706812384159002 | 58464.94 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 312.4246640137995668546722950 | 53912.00 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 236.4030170687939233781987222 | 44396.49 |
| Charles Schwab Corporation (SCHW) [ST] | not_reported | 204.0640326606516075772221633 | 21996.06 |
| Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 307.7162252345546327044581313 | 10163.87 |
| Perry IRA ⇒ Bank of America Corporation (BAC) [ST] | spouse | 179.8269273994155990110137109 | 10703.30 |
| Costco Wholesale Corporation (COST) [ST] | spouse | 70.14849668688351211931536121 | 63228.35 |
| Perry IRA ⇒ Walt Disney Company (DIS) [ST] | spouse | 51.65278584802117631867777132 | 5496.89 |
| Perry IRA ⇒ Digital Realty Trust, Inc. (DLR) [ST] | spouse | 45.23378752756261661107027761 | 8109.06 |
| Goldman Sachs Group, Inc. (GS) [ST] | spouse | 48.78797022037468093775763152 | 47649.75 |
| Perry IRA ⇒ PagSeguro Digital Ltd. Class A Common Shares (PAGS) [ST] | spouse | 305.1296720061022120518688024 | 2935.35 |
| Perry IRA ⇒ Penn National Gaming, Inc. (PENN) [ST] | spouse | 154.3008678881388621022179364 | 2737.30 |
| Perry IRA ⇒ QUALCOMM Incorporated (QCOM) [ST] | spouse | 43.74965822715590310056324165 | 8216.19 |
| Perry IRA ⇒ Charles Schwab Corporation (SCHW) [ST] | spouse | 95.13079667063020214030915577 | 10254.15 |
| Perry IRA ⇒ Exxon Mobil Corporation (XOM) [ST] | spouse | 130.7484883150841640790978918 | 22138.33 |
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. | ||||||
568 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 |
|---|---|---|---|---|
| GS — Goldman Sachs Group, Inc. (GS) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| INTC — Intel Corporation (INTC) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| UPS — United Parcel Service, Inc. (UPS) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Purchase | Jun 10, 2022 | Sep 12, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| AFL — AFLAC Incorporated (AFL) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| ADP — Automatic Data Processing, Inc. (ADP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| CLX — Clorox Company (CLX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| LMT — Lockheed Martin Corporation (LMT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Feb 22, 2022 | Sep 14, 2026 |
| AMD — Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| Not reported — AFlAC Incorporated (AFl) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| AMGN — Amgen Inc. (AMGN) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| ADP — Automatic Data Processing, Inc. (ADP) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| CAT — Caterpillar, Inc. (CAT) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| CVX — Chevron Corporation (CVX) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| Not reported — Clorox Company (ClX) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| Not reported — lockheed Martin Corporation (lMT) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Not reported | Purchase | Feb 22, 2022 | Sep 12, 2026 |
| WBA — Walgreens Boots Alliance, Inc. (WBA) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 10 · Ptr Original ↗ · Row 23 · Annual | Feb 22, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 19, 2022 | Sep 14, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 19, 2022 | Sep 14, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series JT B (NSRGY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jan 19, 2022 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Joint | Purchase | Jan 19, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Joint | Purchase | Jan 19, 2022 | Sep 12, 2026 |
| NSRGY — Nestle SA Sponsored ADR representing Registered Shares Series B (NSRGY) [ST] | Joint | Purchase | Jan 19, 2022 | Sep 12, 2026 |
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Joint | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Annual | Jan 18, 2022 | Sep 12, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| AAPL — Apple Inc. (AAPL) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| GE — General Electric Company (GE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| MJNA — Medical Marijuana, Inc. (MJNA) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| FB — Meta Platforms, Inc. - Class A (FB) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| PAGS — PagSeguro Digital Ltd. Class A Common Shares (PAGS) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| GOOG — Perry IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| AMZN — Perry IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| AAPL — Perry IRA ⇒ Apple Inc. (AAPL) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| FB — Perry IRA ⇒ Meta Platforms, Inc. - Class A (FB) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| QTS — QTS Realty Trust, Inc. Class A (QTS) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| RXT — Rackspace Technology, Inc. (RXT) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| SFTBY — Softbank Corp Unsponsored ADR (SFTBY) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| SLVM — Sylvamo Corporation (SLVM) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| KHC — The Kraft Heinz Company (KHC) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
| TFC — Truist Financial Corporation (TFC) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 31, 2021 | Sep 14, 2026 |
74 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.