Democrat · House KY03
Wikipedia biography ↗Years Elected: About 16.0Rank: #35
Federal elected service; earlier service not yet verified.
14.76%
Cumulative estimated return
SPY: 14.60%
Outperformance: 0.16 percentage points
2025-09-15 – 2026-09-15
53.92%
Cumulative estimated return
SPY: 70.83%
Outperformance: -16.91 percentage points
2023-09-15 – 2026-09-15
44.10%
Cumulative estimated return
SPY: 69.11%
Outperformance: -25.01 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 98 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, 2021. 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 |
|---|---|---|---|---|---|---|
| MMM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| APD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $290.56Sep 15, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| MO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $69.81Sep 15, 2026 | Unavailable |
| AMZN | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AXP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $177.71Sep 15, 2026 | Unavailable |
| AMGN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $375.65Sep 15, 2026 | Unavailable |
| APHA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ARNA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| T | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BAC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $59.52Sep 15, 2026 | Unavailable |
| BRK.B | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| BLK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BA | Not reported | None | Unavailable | Unavailable | $209.69Sep 15, 2026 | Unavailable |
| BMY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $63.73Sep 15, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| CAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $783.54Sep 15, 2026 | Unavailable |
| CB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CTAS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $198.95Sep 15, 2026 | Unavailable |
| CSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $110.07Sep 15, 2026 | Unavailable |
| C | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $136.17Sep 15, 2026 | Unavailable |
| CME | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $275.09Sep 15, 2026 | Unavailable |
| CMS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| KO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $88.71Sep 15, 2026 | Unavailable |
| CMCSA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $24.42Sep 15, 2026 | Unavailable |
| COP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $141.22Sep 15, 2026 | Unavailable |
| COST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $901.35Sep 15, 2026 | Unavailable |
| CCI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $73.25Sep 15, 2026 | Unavailable |
| CSX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $48.66Sep 15, 2026 | Unavailable |
| DHR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.36Sep 15, 2026 | Unavailable |
| DAL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $78.89Sep 15, 2026 | Unavailable |
| DWDP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DUK | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ETFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EBAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $108.03Sep 15, 2026 | Unavailable |
| ECL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $274.60Sep 15, 2026 | Unavailable |
| EOG | Not reported | None | Unavailable | Unavailable | $153.74Sep 15, 2026 | Unavailable |
| EL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $96.25Sep 15, 2026 | Unavailable |
| XOM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| FDX | Not reported | $1 - $1,000 | Unavailable | Unavailable | $308.26Sep 15, 2026 | Unavailable |
| GD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $358.60Sep 15, 2026 | Unavailable |
| GM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.37Sep 15, 2026 | Unavailable |
| GS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $976.67Sep 15, 2026 | Unavailable |
| GWPH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| HON | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $203.44Sep 15, 2026 | Unavailable |
| HUM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $396.62Sep 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 |
|---|---|---|---|
| American Tower Corporation (AMT) [ST] | not_reported | 27.35213675213675213675213675 | 4860.75 |
| Bank of America Corporation (BAC) [ST] | not_reported | 179.8269273994155990110137109 | 10703.30 |
| Berkshire Hathaway Inc. New (BRK.B) [ST] | not_reported | 26.75752508361204013377926421 | 13827.22 |
| Comcast Corporation - Class A (CMCSA) [ST] | not_reported | 169.6792717125152762775356076 | 4143.57 |
| CME Group Inc. - Class A (CME) [ST] | not_reported | 35.01925938895211415565087980 | 9633.45 |
| Costco Wholesale Corporation (COST) [ST] | not_reported | 14.09283072045094239915448300 | 12702.57 |
| Danaher Corporation (DHR) [ST] | not_reported | 27.43363481242361496062867926 | 5743.51 |
| Walt Disney Company (DIS) [ST] | not_reported | 51.65278584802117631867777132 | 5496.89 |
| Duke Energy Corporation (DUK) [ST] | not_reported | 309.8236415633937082936129647 | 36487.93 |
| Estee Lauder Companies, Inc. (EL) [ST] | not_reported | 21.61129119394921663965424095 | 2080.09 |
| Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 20.91360606456672330414324925 | 20425.69 |
| Lowe's Companies, Inc. (LOW) [ST] | not_reported | 30.95210461157536366450015475 | 6023.59 |
| McDonald's Corporation (MCD) [ST] | not_reported | 29.84481665236691908829783266 | 7544.17 |
| Mondelez International, Inc. - Class A (MDLZ) [ST] | not_reported | 120.6529935153068918715125924 | 7492.55 |
| 3M Company (MMM) [ST] | not_reported | 53.87106765783236371471665589 | 8870.95 |
| Northrop Grumman Corporation (NOC) [ST] | not_reported | 20.66938796600098173456997442 | 10980.61 |
| Sherwin-Williams Company (SHW) [ST] | not_reported | 22.71836665152203543843707406 | 7343.03 |
| Signet Jewelers Limited Common Shares (SIG) [ST] | not_reported | 91.92807078019073882569229001 | 9180.86 |
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. | ||||||
23 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 |
|---|---|---|---|---|
| T — AT&T Inc. (T) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 6 · Annual | Oct 22, 2021 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| AVGO — Broadcom Inc. (AVGO) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Annual | Sep 23, 2021 | Sep 14, 2026 |
| FDX — FedEx Corporation (FDX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| GD — General Dynamics Corporation (GD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| LOW — Lowe's Companies, Inc. (LOW) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 27 · Annual | Sep 23, 2021 | Sep 14, 2026 |
| NOC — Northrop Grumman Corporation (NOC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual | Sep 23, 2021 | Sep 14, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 23, 2021 | Sep 14, 2026 |
| MMM — 3M Company (MMM) [ST] | Not reported | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Annual | Sep 23, 2021 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| Not reported — Broadcom Inc. (AVgO) [ST] | Not reported | Sale | Sep 23, 2021 | Sep 12, 2026 |
| FDX — FedEx Corporation (FDX) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| Not reported — general Dynamics Corporation (gD) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| Not reported — lowe's Companies, Inc. (lOW) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 9 · Ptr | Sep 23, 2021 | Sep 12, 2026 |
| NOC — Northrop grumman Corporation (NOC) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| Not reported — Procter & gamble Company (Pg) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 11 · Ptr | Sep 23, 2021 | Sep 12, 2026 |
| SYY — Sysco Corporation (SYY) [ST] | Not reported | Purchase | Sep 23, 2021 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 14 · Ptr Original ↗ · Row 38 · Annual | Sep 23, 2021 | Sep 12, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Sep 22, 2021 | Sep 14, 2026 |
| BMY — Bristol-Myers Squibb Company (BMY) [ST] | Not reported | Purchase | Sep 22, 2021 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 8 · Ptr Original ↗ · Row 23 · Annual | Sep 22, 2021 | Sep 12, 2026 |
| TMO — Thermo Fisher Scientific Inc (TMO) [ST] | Not reported | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 13 · Ptr Original ↗ · Row 37 · Annual | Sep 22, 2021 | Sep 12, 2026 |
18 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.