Republican · House TN08
Wikipedia biography ↗Years Elected: About 9.8Rank: Unranked
Federal elected service; earlier service not yet verified.
2.73%
Cumulative estimated return
SPY: 13.01%
Outperformance: -10.28 percentage points
2025-10-24 – 2026-10-26
89.42%
Cumulative estimated return
SPY: 85.52%
Outperformance: 3.90 percentage points
2023-10-26 – 2026-10-26
68.63%
Cumulative estimated return
SPY: 67.86%
Outperformance: 0.77 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 0 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.
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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AMZN | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| TJX | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $140.31Oct 30, 2026 | Unavailable |
| T | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| JNJ | Joint | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NEE | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $83.71Oct 30, 2026 | Unavailable |
| DIS | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| WBD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
| AAPL | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| COST | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| GOOGL | Not reported | $500,001 - $1,000,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| HD | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| NFLX | Not reported | $250,001 - $500,000 | Unavailable | Unavailable | $62.08Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| T | Dependent | $1 - $1,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| XOM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| FDX | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $313.28Oct 30, 2026 | Unavailable |
| GE | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $857.87Oct 30, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| XOM | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $187.25Oct 30, 2026 | Unavailable |
| FDX | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $313.28Oct 30, 2026 | Unavailable |
| GE | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEV | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $857.87Oct 30, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| BRK.B | Dependent | $1,001 - $15,000 | Unavailable | Unavailable | $542.49Oct 30, 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 |
|---|---|---|---|
| Schwab UTMA (2) ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | dependent | 63.66656719387247587784740872 | 34924.93 |
| Fidelity UTMA Account (2) ⇒ FedEx Corporation (FDX) [ST] | dependent | 68.78989752794447179388498610 | 20676.87 |
| Fidelity UTMA Account (2) ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | dependent | 24.48245788515384733081383784 | 20923.20 |
| Fidelity UTMA Account ⇒ AT&T Inc. (T) [ST] | dependent | 20.14895330112721417069243156 | 420.11 |
| Fidelity UTMA Account (2) ⇒ Exxon Mobil Corporation (XOM) [ST] | dependent | 132.9649326907096559747382416 | 24537.35 |
| Fidelity Retail Account ⇒ Walt Disney Company (DIS) [ST] | joint | 285.6684538982156983387536257 | 31537.80 |
| Fidelity Retail Account ⇒ NextEra Energy, Inc. (NEE) [ST] | joint | 2179.876681614349775784753363 | 178837.08 |
| Fidelity Retail Account ⇒ AT&T Inc. (T) [ST] | joint | 1308.393719806763285024154589 | 27280.01 |
| Fidelity Retail Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | joint | 277.6023594725884802220680083 | 8591.79 |
| FIDELITY ROLLOVER IRA ⇒ Apple Inc. (AAPL) [ST] | not_reported | 1379.388288089457809166482748 | 474385.43 |
| Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | not_reported | 758.1687028853652196516766311 | 188852.24 |
| Fidelity SEP-IRA ⇒ Booking Holdings Inc. (BKNG) [ST] | not_reported | 912.9790673554946365880617218 | 139813.61 |
| FIDELITY ROLLOVER IRA ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 86.97323561472273117331910847 | 87422.02 |
| Fidelity SEP-IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | not_reported | 2396.167731629392971246006390 | 759105.94 |
| Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST] | not_reported | 775.4032091311360158802365494 | 412979.75 |
| Fidelity SEP-IRA ⇒ Netflix, Inc. (NFLX) [ST] | not_reported | 3999.578711604095563139931741 | 255573.08 |
| Fidelity SEP-IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 402.1474530831099195710455764 | 86863.85 |
| Charles Schwab Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 211.5780222641755094069396524 | 30403.76 |
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. | ||||||
17 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 |
|---|---|---|---|---|
| NVDA — Fidelity SEP-IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 29, 2023 | Sep 14, 2026 |
| YOU — Fidelity SEP-IRA ⇒ Clear Secure, Inc. Class A Common Stock (YOU) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 6, 2023 | Sep 14, 2026 |
| TJX — Charles Schwab Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 2, 2023 | Sep 14, 2026 |
| YOU — Fidelity SEP-IRA ⇒ Clear Secure, Inc. Class A Common Stock (YOU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 2, 2023 | Sep 14, 2026 |
| YOU — Fidelity SEP-IRA ⇒ Clear Secure, Inc. Class A Common Stock (YOU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 17, 2023 | Sep 14, 2026 |
| AMD — Charles Schwab Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Oct 10, 2022 | Sep 14, 2026 |
| T — Raymond James Retail Account ⇒ AT&T Inc. (T) [ST] | Joint | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Apr 11, 2022 | Sep 14, 2026 |
| WBD — Raymond James Retail Account ⇒ Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Joint | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Apr 11, 2022 | Sep 14, 2026 |
| T — AT&T Inc. (T) [ST] | Joint | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A (WBD) [ST] | Joint | Exchange | Apr 11, 2022 | Sep 12, 2026 |
| AMD — Charles Schwab Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2022 | Sep 14, 2026 |
| AMZN — Charles Schwab Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2022 | Sep 14, 2026 |
| MSFT — Charles Schwab Rollover IRA ⇒ Microsoft Corporation (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2022 | Sep 14, 2026 |
| ROKU — Fidelity SEP-IRA ⇒ Roku, Inc. - Class A (ROKU) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 6, 2022 | Sep 14, 2026 |
| AMD — Charles Schwab Rollover IRA ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 26, 2021 | Sep 14, 2026 |
| ROKU — Fidelity SEP-IRA ⇒ Roku, Inc. - Class A (ROKU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 26, 2021 | Sep 14, 2026 |
| SBUX — Fidelity SEP-IRA ⇒ Starbucks Corporation (SBUX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Nov 15, 2021 | Sep 14, 2026 |
33 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.