Elected Trades

All politicians

Jacklyn S Rosen

Estimate as of Oct 26, 2026

Democrat · Rosen, Jacky (Senator)

Wikipedia biography ↗Years Elected: About 9.8Rank: Unranked

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

24.53%

Cumulative estimated return

SPY: 13.01%
Outperformance: 11.52 percentage points

2025-10-24 – 2026-10-26

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  • 197 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

85.21%

Cumulative estimated return

SPY: 85.52%
Outperformance: -0.31 percentage points

2023-10-26 – 2026-10-26

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  • 197 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

70.03%

Cumulative estimated return

SPY: 67.86%
Outperformance: 2.17 percentage points

2021-10-26 – 2026-10-26

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  • 197 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
AGNCJoint$1,001 - $15,000UnavailableUnavailable$8.65Oct 30, 2026Unavailable
AEPJoint$15,001 - $50,000UnavailableUnavailable$130.21Oct 30, 2026Unavailable
AMGNJoint$50,001 - $100,000UnavailableUnavailable$466.01Oct 30, 2026Unavailable
NLYJoint$1,001 - $15,000UnavailableUnavailable$18.23Oct 30, 2026Unavailable
AAPLJoint$100,001 - $250,000UnavailableUnavailable$344.63Oct 30, 2026Unavailable
TJoint$15,001 - $50,000UnavailableUnavailable$21.41Oct 30, 2026Unavailable
BACJoint$15,001 - $50,000UnavailableUnavailable$50.01Oct 30, 2026Unavailable
BJointNone (or less than $1,001)UnavailableUnavailable$37.01Oct 30, 2026Unavailable
BDXJoint$15,001 - $50,000UnavailableUnavailable$197.88Oct 30, 2026Unavailable
BRK.BJoint$100,001 - $250,000UnavailableUnavailable$542.49Oct 30, 2026Unavailable
BCJoint$15,001 - $50,000UnavailableUnavailable$75.34Oct 30, 2026Unavailable
CEJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
CHDJoint$15,001 - $50,000UnavailableUnavailable$107.23Oct 30, 2026Unavailable
DLRJoint$50,001 - $100,000UnavailableUnavailableUnavailableUnavailable
ENBJoint$1,001 - $15,000UnavailableUnavailable$49.46Oct 30, 2026Unavailable
FDXJoint$15,001 - $50,000UnavailableUnavailable$313.28Oct 30, 2026Unavailable
FITBJoint$15,001 - $50,000UnavailableUnavailable$53.87Oct 30, 2026Unavailable
GEJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
GILDJoint$15,001 - $50,000UnavailableUnavailable$170.68Oct 30, 2026Unavailable
DOCJoint$15,001 - $50,000UnavailableUnavailable$19.03Oct 30, 2026Unavailable
ITWJoint$15,001 - $50,000UnavailableUnavailable$278.55Oct 30, 2026Unavailable
ICCCJoint$1,001 - $15,000UnavailableUnavailable$10.26Oct 30, 2026Unavailable
IRJoint$15,001 - $50,000UnavailableUnavailable$80.05Oct 30, 2026Unavailable
INTCJoint$15,001 - $50,000UnavailableUnavailable$65.76Oct 30, 2026Unavailable
LSTRJoint$15,001 - $50,000UnavailableUnavailable$142.70Oct 30, 2026Unavailable
LAZJoint$15,001 - $50,000UnavailableUnavailable$38.35Oct 30, 2026Unavailable
TAPJoint$1,001 - $15,000UnavailableUnavailable$40.12Oct 30, 2026Unavailable
NVSJoint$15,001 - $50,000UnavailableUnavailableUnavailableUnavailable
STJoint$15,001 - $50,000UnavailableUnavailable$40.27Oct 30, 2026Unavailable
TPRJoint$15,001 - $50,000UnavailableUnavailable$116.29Oct 30, 2026Unavailable
VFCJoint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
VLOJoint$100,001 - $250,000UnavailableUnavailable$399.66Oct 30, 2026Unavailable
GWWJoint$50,001 - $100,000UnavailableUnavailable$1359.17Oct 30, 2026Unavailable
WFCJoint$15,001 - $50,000UnavailableUnavailable$83.40Oct 30, 2026Unavailable
VZJoint$15,001 - $50,000UnavailableUnavailable$44.73Oct 30, 2026Unavailable
ALCJoint$1,001 - $15,000UnavailableUnavailable$71.45Oct 30, 2026Unavailable
DJoint$1,001 - $15,000UnavailableUnavailable$66.62Oct 30, 2026Unavailable
KTBJoint$1,001 - $15,000UnavailableUnavailable$74.25Oct 30, 2026Unavailable
TTJoint$100,001 - $250,000UnavailableUnavailable$410.00Oct 30, 2026Unavailable
WBDJoint$1,001 - $15,000UnavailableUnavailable$30.95Oct 5, 2026Unavailable
GEHCJoint$1,001 - $15,000UnavailableUnavailable$76.57Oct 30, 2026Unavailable
—Joint$1,001 - $15,000UnavailableUnavailableUnavailableUnavailable
WABJoint$1,001 - $15,000UnavailableUnavailable$279.60Oct 30, 2026Unavailable
GEVJoint$15,001 - $50,000UnavailableUnavailable$857.87Oct 30, 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 Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
AAPL - Apple Inc.joint643.7155153387773118516883690221380.20
ADBE - Adobe Inc.joint500.0157147347067059058830252129314.06
AEP - American Electric Power Company, Inc.joint281.853265111438730378978406036421.08
AFL - Aflac Incorporatedjoint294.735648861884465403101478235642.38
AGNC - AGNC Investment Corp.joint1492.63059701492537313432835813105.30
ALC - Alcon, Inc.joint101.51630503743179799517827697105.13
ALLE - Allegion plcjoint204.123225725411380479839216236378.84
AMGN - Amgen Inc.joint229.1420977055390913812593566101883.45
AMZN - Amazon.com, Inc.joint1624.644744822805649423793432404682.76
APA - Apache Corporationjoint327.085036794766966475878986116897.21
B - Barnes Group Inc.joint11.48105625717566016073478760439.04
BAC - Bank of America Corporationjoint590.918181818181818181818181829853.19
BC - Brunswick Corporationjoint437.776131465517241379310344828941.38
BDX - Becton, Dickinson and Companyjoint212.955725613193301918151169141822.37
BRK-B - Berkshire Hathaway Inc.joint696.3115487914055505819158460381968.66
CHD - Church & Dwight Co., Inc.joint387.602862254025044722719141340845.59
CMI - Cummins Inc.joint63.6702909197766676461945342333244.17
CRI - Carter's, Inc.joint246.70058587727412889300030847847.55
CSCO - Cisco Systems, Inc.joint421.920031156692197844995456346512.46
D - Dominion Energy, Inc.joint136.55060590544461512203447698889.44
DOC - Healthpeak Properties Incjoint2021.17537313432835820895522439129.96
DXC - DXC Technology Company Common Stockjoint18.86792452830188679245283019307.55
EBAY - eBay Inc.joint373.140068886337543053960964444261.87
EMBC - Embecta Corp. - Common Stockjoint26.41310089804543053354463814179.61
ENB - Enbridge Inc.joint167.26949613213464352916579558072.43
FDX - FedEx Corporationjoint139.722896356912649555475219741997.91
FITB - Fifth Third Bancorpjoint694.306772057252723776970732736867.69
GEHC - GE HealthCare Technologies Inc. - Common Stockjoint292.629846378931967812728602821063.50
GEV - GE Vernova Inc. Common Stockjoint149.1829490337683798215952385127494.73
GILD - Gilead Sciences, Inc.joint264.791429036988756721525175242019.75
GWW - W.W. Grainger, Inc.joint74.32783311035132054903126703100907.47
HPE - Hewlett Packard Enterprise Companyjoint333.076602830974188176519567019558.26
HPQ - HP Inc.joint359.088868940754039497307001812241.34
ICCC - ImmuCell Corporationjoint2601.78861788617886178861788626642.32
INTC - Intel Corporationjoint880.772357723577235772357723679683.48
IR - Ingersoll-Rand Plcjoint410.256248422115627366826558930572.30
ITW - Illinois Tool Works Inc.joint131.954933008526187576126674836448.59
JAZZ - Jazz Pharmaceuticals plcjoint191.179411764705882352941176539325.61
KEYS - Keysight Technologies, Inc.joint159.951277129780008858703676452150.51
KTB - Kontoor Brands, Inc.joint130.96251432312980847929284669906.00
LAZ - Lazard Ltdjoint669.285420098846787479406919325232.06
LSTR - Landstar System, Inc.joint226.169102296450939457202505237356.35
LUMN - Lumen Technologies, Inc.joint273.22404371584699453551912571210.38
NLY - Annaly Capital Management, Inc.joint357.80411449016100178890876576533.50
OLED - Universal Display Corporationjoint278.305360506936119198492892624621.68
PFE - Pfizer Inc.joint1305.24096385542168674698795238883.13
PPL - PPL Corporationjoint928.055396916047972587093089732407.69
PYPL - PayPal Holdings, Inc.joint137.04179513532031517643028437535.93
SCCO - Southern Copper Corporationjoint538.8660666660535609181871689100234.48
ST - Sensata Technologies Holding plcjoint976.284169420246320216281165539725.00
T - AT&T Inc.joint1952.55636070853462157809983940710.80
TAP - Molson Coors Brewing Companyjoint171.39031705227077977720651246855.61
TPR - Tapestry, Inc.joint254.367222352664944822728340028209.32
TRV - The Travelers Companies, Inc.joint258.5689167758394814865889816103471.52
TT - Trane Technologies plcjoint449.6415724563206577595066804204600.40
UNP - Union Pacific Corporationjoint324.228341691163755836071243396286.09
VFC - V.F. Corporationjoint442.50553097345132743362831867500.47
VLO - Valero Energy Corporationjoint1075.007678604336875729467412458770.28
VTRS - Viatris Inc.joint44.92362982929020664869721473821.65
VZ - Verizon Communications Inc.joint994.377608642278418855880186642857.67
WAB - Wabtec Corpjoint74.9636917310845631295385336220815.17
WBD - Warner Bros. Discovery, Inc. - Series A Common Stojoint832.807078417765440666204024925775.38
WFC - Wells Fargo & Companyjoint348.717811158798283261802575128821.53
WTRG - Essential Utilities, Inc.joint847.249739311783107403545359736228.40
GEHC - GE HealthCare Technologies Inc. - Common Stockself97.543282126310655937576200937021.17
GEV - GE Vernova Inc. Common Stockself49.7276496779227932738650794942498.24
WAB - Westinghouse Air Brake Technologies Corporation Common Stockself37.4818458655422815647692668110407.58
AVGO - Broadcom Inc. - Common Stockspouse23.116151401329095637099104317609.14
DELL - Dell Technologies Incspouse63.5565618048935494121385446529686.63
EVRG - Evergy, Inc.spouse110.36694716512622430680093819338.15
GEV - GE Vernova Inc. Common Stockspouse12.2412289425769236654069189210461.60
TJX - The TJX Companies, Inc.spouse488.252717922010285788685632470161.92

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

8 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

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