Republican · House GA14
Wikipedia biography ↗Years Elected: About 5.0Rank: #6
Federal elected service; earlier service not yet verified.
21.80%
Cumulative estimated return
SPY: 13.01%
Outperformance: 8.79 percentage points
2025-10-24 – 2026-10-26
113.05%
Cumulative estimated return
SPY: 85.52%
Outperformance: 27.53 percentage points
2023-10-26 – 2026-10-26
92.28%
Cumulative estimated return
SPY: 67.86%
Outperformance: 24.42 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 477 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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| ABBV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $288.84Nov 2, 2026 | Unavailable |
| ADBE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $251.47Nov 2, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $466.84Nov 2, 2026 | Unavailable |
| GOOG | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $278.04Nov 2, 2026 | Unavailable |
| AMZN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AAPL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| AMAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $374.53Nov 2, 2026 | Unavailable |
| ASML | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1526.14Nov 2, 2026 | Unavailable |
| BRK.B | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $556.11Nov 2, 2026 | Unavailable |
| BX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $120.14Nov 2, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $254.33Nov 2, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $254.33Nov 2, 2026 | Unavailable |
| CAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $613.62Nov 2, 2026 | Unavailable |
| SCHW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $88.71Nov 2, 2026 | Unavailable |
| GLW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $123.20Nov 2, 2026 | Unavailable |
| COST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1040.55Nov 2, 2026 | Unavailable |
| CRWD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $241.81Nov 2, 2026 | Unavailable |
| DELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $392.78Nov 2, 2026 | 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 | $1410.99Nov 2, 2026 | Unavailable |
| FDX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $318.25Nov 2, 2026 | Unavailable |
| GILD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $170.33Nov 2, 2026 | Unavailable |
| GS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $898.72Nov 2, 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 | $59.97Nov 2, 2026 | Unavailable |
| JNJ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| KMI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $32.71Nov 2, 2026 | Unavailable |
| LRCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $227.56Nov 2, 2026 | Unavailable |
| LULU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $107.83Nov 2, 2026 | Unavailable |
| META | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $606.73Nov 2, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| NSRGY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NEE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.03Nov 2, 2026 | Unavailable |
| NSC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $345.68Nov 2, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $202.06Nov 2, 2026 | Unavailable |
| OXY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $60.72Nov 2, 2026 | Unavailable |
| PANW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $351.72Nov 2, 2026 | Unavailable |
| QCOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $162.08Nov 2, 2026 | Unavailable |
| NOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $106.01Nov 2, 2026 | Unavailable |
| SO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $94.61Nov 2, 2026 | Unavailable |
| SCCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $179.36Nov 2, 2026 | Unavailable |
| TSLA | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $403.82Nov 2, 2026 | Unavailable |
| HSY | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $171.25Nov 2, 2026 | Unavailable |
| TSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $35.31Nov 2, 2026 | Unavailable |
| UPS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $109.71Nov 2, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $425.51Nov 2, 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 | 12203.66 |
| DC3 IRA ⇒ Walt Disney Company (DIS) [ST] | dependent | 5.543249529294495514453427844 | 611.97 |
| DC1 IRA ⇒ Pfizer, Inc. (PFE) [ST] | dependent | 135.4868755292125317527519052 | 4036.15 |
| DC1 IRA ⇒ Starbucks Corporation (SBUX) [ST] | dependent | 68.39787979823886466615371463 | 7023.78 |
| DC3 IRA ⇒ Truist Financial Corporation (TFC) [ST] | dependent | 13.55633802816901408450704225 | 663.04 |
| DC3 IRA ⇒ Block, Inc. Class A Common Stock, (SQ) [ST] | dependent | 6.470588235294117647058823529 | 482.38 |
| Airbnb, Inc. - Class A (ABNB) [ST] | joint | 48.05393717340380803651870983 | 8219.63 |
| AFLAC Incorporated (AFL) [ST] | joint | 137.0183250556602157903750642 | 16569.63 |
| Albemarle Corporation (ALB) [ST] | joint | 34.22380972750994567309748898 | 3197.19 |
| Amgen Inc. (AMGN) [ST] | joint | 144.4659287905054007200960128 | 64233.89 |
| Broadcom Inc. (AVGO) [ST] | joint | 488.4281871327452247486512075 | 160775.91 |
| Boeing Company (BA) [sT] | joint | 24.55949165029469548133595285 | 4624.80 |
| Becton, Dickinson and Company (BDX) [ST] | joint | 41.49477450062733584772493962 | 8149.16 |
| BlackRock, Inc. (BLK) [ST] | joint | 35.49794661190965092402464066 | 40029.61 |
| Citigroup, Inc. (C) [ST] | joint | 132.4805431362808411988739858 | 16035.44 |
| Clorox Company (CLX) [ST] | joint | 186.3988300068823124569855471 | 16171.96 |
| ConocoPhillips (COP) [ST] | joint | 450.2701579384871155444721530 | 68157.39 |
| Salesforce, Inc. (CRM) [ST] | joint | 31.48191870302601030968401999 | 7795.24 |
| CRISPR Therapeutics AG - Common Shares (CRSP) [ST] | joint | 105.5753496964898390076537345 | 5174.25 |
| Cisco Systems, Inc. (CSCO) [ST] | joint | 512.8688653937194255957077481 | 56538.66 |
| CVS Health Corporation (CVS) [ST] | joint | 315.0494377665761923226056611 | 29151.52 |
| Chevron Corporation (CVX) [ST] | joint | 276.9535577332765232211333617 | 64255.99 |
| DraftKings Inc. - Class A (DKNG) [ST] | joint | 291.2449945394976337823079723 | 6180.22 |
| Freeport-McMoRan, Inc. (FCX) [sT] | joint | 609.7942073170731707317073171 | 39734.19 |
| General Dynamics Corporation (GD) [ST] | joint | 155.9001295150381349834508562 | 55662.58 |
| General Mills, Inc. (GIS) [ST] | joint | 482.3463935886019590382902939 | 16255.07 |
| Host Hotels (HST) [ST] | joint | 460.0632547441058079355951696 | 11529.19 |
| International Paper Company (IP) [ST] | joint | 170.2958705832269050659855258 | 5687.88 |
| The Kraft Heinz Company (KHC) [ST] | joint | 26.7679349517584811702458761 | 661.97 |
| Lockheed Martin Corporation (LMT) [ST] | joint | 91.44509158436735038406347599 | 58085.92 |
| McDonald's Corporation (MCD) [ST] | joint | 121.2388555228112060282761965 | 30410.34 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | joint | 120.6529935153068918715125924 | 7597.52 |
| Medtronic plc. Ordinary Shares (MDT) [ST] | joint | 151.5805673994767743724934453 | 14368.32 |
| MercadoLibre, Inc. (MELI) [ST] | joint | 24.10301097597152180361910412 | 40221.18 |
| Netflix, Inc. (NFLX) [ST] | joint | 539.4811101520483367638271031 | 34472.84 |
| Newell Brands Inc. (NWL) [sT] | joint | 416.2591050988553590010405827 | 2251.96 |
| Penn National Gaming, Inc. (PENN) [ST] | joint | 154.3008678881388621022179364 | 2299.08 |
| Pfizer, Inc. (PFE) [ST] | joint | 550.3895004233700254022015241 | 16396.10 |
| public storage (psA) [sT] | joint | 37.56808790383170548459804658 | 11532.28 |
| PayPal Holdings, Inc. (PYPL) [ST] | joint | 172.3433025771555838370983137 | 9477.16 |
| Raytheon Technologies Corporation (RTX) [ST] | joint | 377.6493144317917731815012782 | 74578.19 |
| Starbucks Corporation (SBUX) [ST] | joint | 277.8532957168504744806360605 | 28532.75 |
| J.M. Smucker Company (SJM) [ST] | joint | 239.2909733470770136945957885 | 30782.39 |
| Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | joint | 70.81341830412462382722605771 | 45618.71 |
| AT&T Inc. (T) [ST] | joint | 430.8874165853658266366408409 | 8984.00 |
| Target Corporation (TGT) [ST] | joint | 140.4273245765641202903560318 | 20857.67 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | joint | 270.1396392652314853295652897 | 114639.16 |
| Vulcan Materials Company (VMC) [ST] | joint | 156.5685518836111378745543887 | 40939.54 |
| Walmart Inc. (WMT) [ST] | joint | 673.8648144308521667012233050 | 81059.20 |
| Zscaler, Inc. (ZS) [ST] | joint | 101.1436840631126878909532257 | 26342.87 |
| Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 222.9438262924671293728107714 | 76672.61 |
| AbbVie Inc. Common Stock (ABBV) [ST] | not_reported | 163.7029442628865677676258141 | 46940.18 |
| Adobe Inc. - Common Stock (ADBE) [ST] | not_reported | 144.4264320919430608218675837 | 37351.56 |
| Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | not_reported | 167.7007670010609311727165881 | 50498.05 |
| AFlAC Incorporated (AFl) [ST] | not_reported | 127.4573841006850406245021507 | 15413.42 |
| Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 253.8189527390046170355928074 | 98377.69 |
| Advanced Micro Devices, Inc. (AMD) [ST] | not_reported | 726.7270470143553727534663165 | 386095.55 |
| Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 150.9239002101441677274212627 | 67105.29 |
| Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 571.4120572826444021425246120 | 142333.03 |
| ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 43.88709526328243801127758350 | 69819.98 |
| Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 39.85900757273814268632921483 | 13120.39 |
| American Express Company Common Stock (AXP) [ST] | not_reported | 28.77567169010538431104557062 | 9065.78 |
| Boeing Company (BA) [ST] | not_reported | 42.90732596803603990131931782 | 8079.88 |
| Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 194.5646887159533073929961089 | 9829.41 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 172.9098951244106058051463019 | 94851.45 |
| Blackstone Inc. Common Stock (BX) [ST] | not_reported | 331.6049023511512242765813518 | 39480.88 |
| Cardinal Health, Inc. Common Stock (CAH) [ST] | not_reported | 415.9539015758271738150410550 | 104629.04 |
| Caterpillar, Inc. Common Stock (CAT) [ST] | not_reported | 164.4100830099495876420331001 | 113793.15 |
| Clorox Company (ClX) [ST] | not_reported | 53.87542087542087542087542088 | 4674.23 |
| Cummins Inc. Common Stock (CMI) [ST] | not_reported | 53.44401877518243346840189358 | 27904.73 |
| Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 17.45995433481830856731212220 | 17550.05 |
| CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 263.3301809143411688070353403 | 68947.74 |
| Chevron Corporation Common Stock (CVX) [ST] | not_reported | 227.3741227551589524448460158 | 52753.07 |
| Dell Technologies Inc. Class C Common Stock (DELL) [ST] | not_reported | 265.9036934216356627364965273 | 124200.96 |
| Dollar General Corporation Common Stock (DG) [ST] | not_reported | 300.2716688157776438521191342 | 38560.89 |
| Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 972.1185238859286363669964078 | 50200.20 |
| Exelon Corporation (EXC) [ST] | not_reported | 909.9683078323174588856557407 | 40529.99 |
| FedEx Corporation Common Stock (FDX) [ST] | not_reported | 399.0901835843617698594934023 | 119958.53 |
| Frontline Plc Ordinary Shares (FRO) [ST] | not_reported | 449.7189432265317594154019112 | 24837.98 |
| Gilead Sciences, Inc. - Common Stock (GILD) [ST] | not_reported | 313.3910804450310565038810631 | 49732.03 |
| Corning Incorporated Common Stock (GLW) [ST] | not_reported | 514.7315444364743089107516342 | 65751.81 |
| Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 508.5727553832326637696559858 | 159788.47 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 65.08726926933710186629302668 | 58141.16 |
| The Hershey Company Common Stock (HSY) [ST] | not_reported | 338.7082524363595348537186337 | 56980.89 |
| Intel Corporation - Common Stock (INTC) [ST] | not_reported | 1954.497431143861657015812950 | 176823.38 |
| JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 271.6160773194820595705499596 | 90730.63 |
| Kinder Morgan, Inc. Common Stock (KMI) [ST] | not_reported | 1443.268225612120198148927863 | 48984.52 |
| Eli Lilly and Company Common Stock (LLY) [ST] | not_reported | 42.06072339801730601691748580 | 53801.55 |
| lockheed Martin Corporation (lMT) [ST] | not_reported | 20.71595028482651475919212843 | 13158.77 |
| Lam Research Corporation - Common Stock (LRCX) [ST] | not_reported | 246.1593853166490423881684996 | 58462.85 |
| lululemon athletica inc. - Common Stock (LULU) [ST] | not_reported | 49.55582418980081529417438267 | 5099.79 |
| MercadoLibre, Inc. - Common Stock (MELI) [ST] | not_reported | 23.17505755929643357737731228 | 38672.68 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 63.15582614732169745340338897 | 39823.54 |
| Merck & Company, Inc. Common Stock (MRK) [ST] | not_reported | 290.4003163504483870051614884 | 40833.19 |
| Morgan Stanley Common Stock (MS) [ST] | not_reported | 232.3483684401197882219908922 | 42633.60 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 130.2880940019458288896158089 | 69391.44 |
| NextEra Energy, Inc. Common Stock (NEE) [ST] | not_reported | 456.4281974809476613126728902 | 37445.37 |
| Netflix, Inc. - Common Stock (NFLX) [ST] | not_reported | 207.0378486744699660216477745 | 13229.72 |
| Nike, Inc. Common Stock (NKE) [ST] | not_reported | 289.9344478117983445953423402 | 10991.41 |
| ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 156.4213141328825620007477520 | 24742.72 |
| Norfolk Southern Corporation Common Stock (NSC) [ST] | not_reported | 207.2797472299939895077383963 | 69229.36 |
| NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 439.8026212540356568010085114 | 94997.37 |
| Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] | not_reported | 197.2042438972676863364118440 | 35983.86 |
| Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 920.4178658093706812384159002 | 58971.17 |
| Palo Alto Networks, Inc. (PANW) [ST] | not_reported | 259.5242684552362156627053849 | 101333.85 |
| Paychex, Inc. - Common Stock (PAYX) [ST] | not_reported | 346.1193783640483236276381542 | 40046.01 |
| Pepsico, Inc. (PEP) [ST] | not_reported | 114.2225766079896157873240938 | 15472.59 |
| DC2 401k ⇒ Pfizer, Inc. (PFE) [ST] | not_reported | 135.4868755292125317527519052 | 4036.15 |
| Impinj, Inc. - Common Stock (PI) [ST] | not_reported | 347.9162344602772992189552738 | 59921.61 |
| Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 312.4246640137995668546722950 | 62122.52 |
| QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 236.4030170687939233781987222 | 42457.98 |
| RH Common Stock (RH) [ST] | not_reported | 54.92585473019360153782781821 | 7454.54 |
| Ryman Hospitality Properties, Inc. (RHP) [ST] | not_reported | 328.5201657737794400080865258 | 43453.36 |
| Starbucks Corporation - Common Stock (SBUX) [ST] | not_reported | 97.97330394317903502326720549 | 10060.88 |
| Southern Copper Corporation Common Stock (SCCO) [ST] | not_reported | 295.3564761803357188275934573 | 54939.26 |
| Charles Schwab Corporation (SCHW) [ST] | not_reported | 204.0640326606516075772221633 | 18310.67 |
| Snowflake Inc. Class A Common Stock (SNOW) [ST] | not_reported | 76.14349624430808408195589002 | 25504.26 |
| Southern Company (SO) [ST] | not_reported | 270.3593186090877128663166025 | 25027.16 |
| Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 307.7162252345546327044581313 | 10010.01 |
| Tesla, Inc. - Common Stock (TSLA) [ST] | not_reported | 297.9715070349888772256714109 | 116691.60 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 192.5912558911729879576950650 | 79097.23 |
| United Parcel Service, Inc. Common Stock (UPS) [ST] | not_reported | 772.6563336477209453827058263 | 77512.88 |
| Visa Inc. (V) [ST] | not_reported | 72.98370551135843658078670292 | 29497.09 |
| Walmart Inc. Common Stock (WMT) [ST] | not_reported | 80.54464914930031209100976543 | 9688.72 |
| Perry IRA ⇒ Amgen Inc. (AMGN) [ST] | spouse | 35.56251944703738276214606392 | 15812.16 |
| Perry IRA ⇒ Broadcom Inc. (AVGO) [ST] | spouse | 120.2341413564569212966441743 | 39577.47 |
| Boeing Company (BA) [sT] | spouse | 24.55949165029469548133595285 | 4624.80 |
| Perry IRA ⇒ Bristol-Myers Squibb Company (BMY) [ST] | spouse | 128.3159582999198075380914194 | 7905.55 |
| Perry IRA ⇒ Cisco Systems, Inc. (CSCO) [ST] | spouse | 126.2505917626637210036294777 | 13917.87 |
| Perry IRA ⇒ PagSeguro Digital Ltd. Class A Common Shares (PAGS) [ST] | spouse | 305.1296720061022120518688024 | 2611.91 |
| Perry IRA ⇒ Penn National Gaming, Inc. (PENN) [ST] | spouse | 154.3008678881388621022179364 | 2299.08 |
| Perry IRA ⇒ Pfizer, Inc. (PFE) [ST] | spouse | 135.4868755292125317527519052 | 4036.15 |
| Perry IRA ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | spouse | 66.49904413598204638018452331 | 28220.20 |
| Perry IRA ⇒ Vulcan Materials Company (VMC) [ST] | spouse | 38.54176702957895751035745255 | 10077.90 |
| Perry IRA ⇒ Exxon Mobil Corporation (XOM) [ST] | spouse | 130.7484883150841640790978918 | 24128.33 |
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. Unreconciled 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. | ||||||
569 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| HSY — The Hershey Company Common Stock (HSY) [ST] | Not reported | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 21, 2024 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| CAT — Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| NSRGY — NESTLE S.A S/ADR (NSRGY) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 94 · Annual | Oct 21, 2024 | Sep 11, 2026 |
| TSLA — Tesla, Inc. - Common Stock (TSLA) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Purchase | Oct 21, 2024 | Sep 11, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 4, 2024 | Sep 14, 2026 |
| AMAT — Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| DELL — Dell Technologies Inc. Class C Common Stock (DELL) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| FDX — FedEx Corporation Common Stock (FDX) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Not reported | Purchase | Oct 4, 2024 | Sep 11, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| BX — Blackstone Inc. Common Stock (BX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| CAH — Cardinal Health, Inc. Common Stock (CAH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| INTC — Intel Corporation - Common Stock (INTC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| LRCX — Lam Research Corporation - Common Stock (LRCX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| SCCO — Southern Copper Corporation Common Stock (SCCO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| UPS — United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Sep 20, 2024 | Sep 14, 2026 |
| GOOG — Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not reported | Purchase | Sep 20, 2024 | Sep 11, 2026 |
| BRK.B — Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Not reported | Purchase | Sep 20, 2024 | Sep 11, 2026 |
74 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.