Elected Trades

All politicians

Jacklyn S Rosen

Updated Sep 14, 2026

Democrat · Rosen, Jacky (Senator)

Wikipedia biography ↗Years Elected: About 9.7Rank: Unranked

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

24.36%

Cumulative estimated return

SPY: 14.60%
Outperformance: 9.76 percentage points

2025-09-15 – 2026-09-15

Missing information
  • 34 rows without a saved price.
  • 77 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

65.54%

Cumulative estimated return

SPY: 70.83%
Outperformance: -5.29 percentage points

2023-09-15 – 2026-09-15

Missing information
  • 34 rows without a saved price.
  • 77 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

65.24%

Cumulative estimated return

SPY: 69.11%
Outperformance: -3.87 percentage points

2021-09-15 – 2026-09-15

Missing information
  • 34 rows without a saved price.
  • 77 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Sep 15, 2026. 0 parsed trades. Ranks use three-year return. Not ranked: fewer than 10 parsed trades.

How estimates are calculated

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.

Current holdings

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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
EVRGSpouse$1,001 - $15,000UnavailableUnavailable$80.84Sep 17, 2026Unavailable
GESpouse$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TJXSpouse$50,001 - $100,000UnavailableUnavailable$126.55Sep 17, 2026Unavailable
AVGOSpouse$1,001 - $15,000UnavailableUnavailable$347.30Sep 17, 2026Unavailable
DELLSpouse$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
GEVSpouse$1,001 - $15,000UnavailableUnavailable$924.93Sep 17, 2026Unavailable
GESelf$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
GEHCSelf$1,001 - $15,000UnavailableUnavailable$64.44Sep 17, 2026Unavailable
GEVSelf$15,001 - $50,000UnavailableUnavailable$924.93Sep 17, 2026Unavailable
WABSelf$1,001 - $15,000UnavailableUnavailable$278.82Sep 17, 2026Unavailable
TJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
BRK.BJoint$100,001 - $250,000UnavailableUnavailable$509.20Sep 17, 2026Unavailable
GEJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
—Joint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
SCCOJoint$50,001 - $100,000UnavailableUnavailable$196.11Sep 17, 2026Unavailable
UNPJoint$50,001 - $100,000UnavailableUnavailable$282.48Sep 17, 2026Unavailable
WABJoint$1,001 - $15,000UnavailableUnavailable$278.82Sep 17, 2026Unavailable
WBDJoint$1,001 - $15,000UnavailableUnavailable$28.24Sep 17, 2026Unavailable
GEHCJoint$1,001 - $15,000UnavailableUnavailable$64.44Sep 17, 2026Unavailable
GEVJoint$15,001 - $50,000UnavailableUnavailable$924.93Sep 17, 2026Unavailable
AGNCJoint$1,001 - $15,000UnavailableUnavailable$9.91Sep 17, 2026Unavailable
APAJoint$1,001 - $15,000UnavailableUnavailable$45.46Sep 17, 2026Unavailable
TJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CRIJoint$1,001 - $15,000UnavailableUnavailable$29.03Sep 16, 2026Unavailable
CSCOJoint$15,001 - $50,000UnavailableUnavailable$110.24Sep 17, 2026Unavailable
CMIJoint$15,001 - $50,000UnavailableUnavailable$523.88Sep 17, 2026Unavailable
EBAYJoint$15,001 - $50,000UnavailableUnavailable$112.90Sep 17, 2026Unavailable
GEJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
HPEJoint$1,001 - $15,000UnavailableUnavailable$61.04Sep 17, 2026Unavailable
HPQJoint$1,001 - $15,000UnavailableUnavailable$34.66Sep 17, 2026Unavailable
ICCCJoint$1,001 - $15,000UnavailableUnavailable$9.61Sep 16, 2026Unavailable
JAZZJoint$15,001 - $50,000UnavailableUnavailable$243.84Sep 17, 2026Unavailable
KEYSJoint$15,001 - $50,000UnavailableUnavailable$331.44Sep 17, 2026Unavailable
PDCOJointNone (or less than $1,001)UnavailableUnavailableUnavailableUnavailable
PYPLJoint$1,001 - $15,000UnavailableUnavailable$52.94Sep 17, 2026Unavailable
PFEJoint$15,001 - $50,000UnavailableUnavailable$27.64Sep 17, 2026Unavailable
PPLJoint$15,001 - $50,000UnavailableUnavailable$33.60Sep 17, 2026Unavailable
SHOJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
TRVJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
OLEDJoint$15,001 - $50,000UnavailableUnavailable$76.30Sep 16, 2026Unavailable
VZJoint$1,001 - $15,000UnavailableUnavailable$48.33Sep 17, 2026Unavailable
ELMEJoint$1,001 - $15,000UnavailableUnavailable$1.63Sep 16, 2026Unavailable
WTRGJoint$15,001 - $50,000UnavailableUnavailable$41.62Sep 17, 2026Unavailable
WBDJoint$1,001 - $15,000UnavailableUnavailable$28.24Sep 17, 2026Unavailable
GEHCJoint$1,001 - $15,000UnavailableUnavailable$64.44Sep 17, 2026Unavailable
GEVJoint$15,001 - $50,000UnavailableUnavailable$924.93Sep 17, 2026Unavailable
ADBEJoint$100,001 - $250,000UnavailableUnavailable$252.67Sep 17, 2026Unavailable
AFLJoint$15,001 - $50,000UnavailableUnavailable$116.60Sep 17, 2026Unavailable
ALLEJoint$15,001 - $50,000UnavailableUnavailable$153.63Sep 17, 2026Unavailable
AMZNJoint$250,001 - $500,000UnavailableUnavailable$251.19Sep 17, 2026Unavailable

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.

Estimated positions as of Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
AGNC - AGNC Investment Corp.joint1492.63059701492537313432835814866.60
APA - Apache Corporationjoint327.085036794766966475878986115507.10
BAC - Bank of America Corporationjoint590.918181818181818181818181835171.45
BRK-B - Berkshire Hathaway Inc.joint696.3115487914055505819158460359825.96
CHD - Church & Dwight Co., Inc.joint387.602862254025044722719141336632.35
CRI - Carter's, Inc.joint246.70058587727412889300030847191.32
DLR - Digital Realty Trust, Inc.joint484.781203542111046474048219286906.73
DXC - DXC Technology Company Common Stockjoint18.86792452830188679245283019227.17
ELME - Elme Communities Common Stockjoint459.7988505747126436781609195763.27
EMBC - Embecta Corp. - Common Stockjoint26.41310089804543053354463814134.44
GWW - W.W. Grainger, Inc.joint74.3278331103513205490312670394361.41
ICCC - ImmuCell Corporationjoint2601.78861788617886178861788624925.13
JAZZ - Jazz Pharmaceuticals plcjoint191.179411764705882352941176546041.74
KEYS - Keysight Technologies, Inc.joint159.951277129780008858703676450122.33
KTB - Kontoor Brands, Inc.joint130.96251432312980847929284668774.49
LAZ - Lazard Ltdjoint669.285420098846787479406919325854.50
LUMN - Lumen Technologies, Inc.joint273.22404371584699453551912571866.12
NLY - Annaly Capital Management, Inc.joint357.80411449016100178890876577660.59
NVS - Novartis AGjoint235.732936824544861101037209032677.30
OLED - Universal Display Corporationjoint278.305360506936119198492892621677.20
TAP - Molson Coors Brewing Companyjoint171.39031705227077977720651246730.50
VFC - V.F. Corporationjoint442.50553097345132743362831865624.25
VLO - Valero Energy Corporationjoint1075.007678604336875729467412426821.05
WBD - Warner Bros. Discovery, Inc. - Series A Common Stojoint832.807078417765440666204024923343.58
EVRG - Evergy, Inc.spouse110.36694716512622430680093818851.43
TJX - The TJX Companies, Inc.spouse488.252717922010285788685632460836.29

Completed trades

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

9 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.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
Not reported — General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)SelfExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
self · Exchange · $1,001 - $15,000

Jan 3, 2023Sep 12, 2026
Not reported — General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · Exchange · $1,001 - $15,000

Jan 3, 2023Sep 12, 2026
Not reported — General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
joint · Exchange · $1,001 - $15,000

Jan 3, 2023Sep 12, 2026
Not reported — General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · Exchange · $1,001 - $15,000

Jan 3, 2023Sep 12, 2026
Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
joint · Exchange · $1,001 - $15,000

Apr 8, 2022Sep 12, 2026
Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
joint · Exchange · $1,001 - $15,000

Apr 8, 2022Sep 12, 2026
Not reported — AT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. - Series A Common Sto (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
joint · Exchange · $1,001 - $15,000

Apr 8, 2022Sep 12, 2026
Not reported — Becton, Dickinson and Company Common Stock (Exchanged) Embecta Corp. - Common Stock (Received)JointExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · Exchange · $1,001 - $15,000

Apr 1, 2022Sep 12, 2026
Not reported — Dell Technologies Inc. Class C Common Stock (Exchanged) Vmware, Inc. Common stock, Class A (Received)SpouseExchange
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
spouse · Exchange · $1,001 - $15,000

Nov 1, 2021Sep 12, 2026

All disclosures

16 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 13, 2026Jacklyn S Rosen — Annual Report for CY 2025
Annual		Dec 31, 2025Needs review
May 15, 2026Jacklyn S Rosen — Annual Report for 2025 Due Date Extension 1
Annual		Not establishedParsed
Aug 8, 2025Jacklyn S Rosen — Annual Report for CY 2024
Annual		Dec 31, 2024Needs review
May 12, 2025Jacklyn S Rosen — Annual Report for 2024 Due Date Extension 1
Annual		Not establishedParsed
Jul 26, 2024Jacklyn S Rosen — Annual Report for CY 2023
Annual		Dec 31, 2023Needs review
May 10, 2024Jacklyn S Rosen — Annual Report for 2023 Due Date Extension 1
Annual		Not establishedParsed
May 15, 2023Jacklyn S Rosen — Annual Report for CY 2022
Annual		Dec 31, 2022Needs review
Jan 11, 2023Jacklyn S Rosen — Periodic Transaction Report for 01/11/2023
Ptr		Not establishedParsed
May 16, 2022Jacklyn S Rosen — Annual Report for CY 2021
Annual		Dec 31, 2021Needs review
Apr 21, 2022Jacklyn S Rosen — Periodic Transaction Report for 04/21/2022
Ptr		Not establishedParsed
Dec 9, 2021Jacklyn S Rosen — Periodic Transaction Report for 12/09/2021
Ptr		Not establishedParsed
May 13, 2021Jacklyn S Rosen — Annual Report for CY 2020
Annual		Dec 31, 2020Needs review
Dec 10, 2020Jacklyn S Rosen — Periodic Transaction Report for 12/10/2020
Ptr		Not establishedParsed
May 5, 2020Jacklyn S Rosen — Annual Report for CY 2019
Annual		Dec 31, 2019Needs review
Apr 16, 2020Jacklyn S Rosen — Annual Report for 2019 Due Date Extension 1
Annual		Not establishedParsed
Mar 13, 2020Jacklyn S Rosen — Periodic Transaction Report for 03/13/2020
Ptr		Not establishedParsed