Democrat · House NC02
Wikipedia biography ↗Years Elected: About 5.8Rank: #4
Federal elected service; earlier service not yet verified.
26.88%
Cumulative estimated return
SPY: 13.01%
Outperformance: 13.87 percentage points
2025-10-24 – 2026-10-26
116.95%
Cumulative estimated return
SPY: 85.52%
Outperformance: 31.43 percentage points
2023-10-26 – 2026-10-26
70.31%
Cumulative estimated return
SPY: 67.86%
Outperformance: 2.45 percentage points
2021-10-26 – 2026-10-26
As of Oct 26, 2026. 21 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, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MSFT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| AMD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| ALB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $91.00Oct 30, 2026 | Unavailable |
| GOOG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $278.22Oct 30, 2026 | Unavailable |
| AMAT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $390.09Oct 30, 2026 | Unavailable |
| CLF | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $14.25Oct 30, 2026 | Unavailable |
| CRWD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $250.43Oct 30, 2026 | Unavailable |
| FCX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $62.47Oct 30, 2026 | Unavailable |
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $239.11Oct 30, 2026 | Unavailable |
| DIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| BRK.B | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $542.49Oct 30, 2026 | Unavailable |
| GILD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $170.68Oct 30, 2026 | Unavailable |
| JPM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| BABA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $98.04Oct 30, 2026 | Unavailable |
| ORCL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $130.67Oct 30, 2026 | Unavailable |
| U | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $37.70Oct 30, 2026 | Unavailable |
| — | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | 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 |
|---|---|---|---|
| Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | joint | 16.54294694181382076837186221 | 8810.77 |
| Fidelity IRA 1 ⇒ Albemarle Corporation (ALB) [ST] | spouse | 56.56462104072398190045248869 | 5284.27 |
| Fidelity IRA 1 ⇒ Applied Materials, Inc. (AMAT) [ST] | spouse | 126.4660103505972995058173470 | 49016.96 |
| Fidelity IRA 1 ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | spouse | 151.7580313784086664176316773 | 80626.01 |
| Fidelity Roth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 54.58111611406740346568426798 | 5471.76 |
| Fidelity Roth IRA ⇒ Bristol-Myers Squibb Company (BMY) [ST] | spouse | 506.3171833618943760710391027 | 31194.20 |
| Fidelity IRA 2 ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | spouse | 149.2101860141251367750920123 | 81850.74 |
| Fidelity IRA 1 ⇒ Cleveland-Cliffs Inc. (CLF) [ST] | spouse | 602.4472891566265060240963855 | 8060.74 |
| Fidelity IRA 1 ⇒ CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] | spouse | 277.3316835907500639986346958 | 72613.75 |
| Fidelity IRA 1 ⇒ Walt Disney Company (DIS) [ST] | spouse | 70.32170167882570097565263250 | 7763.52 |
| Fidelity IRA 1 ⇒ Freeport-McMoRan, Inc. (FCX) [ST] | spouse | 639.8995865327820437093916125 | 41695.86 |
| Fidelity IRA 2 ⇒ Gilead Sciences, Inc. (GILD) [ST] | spouse | 264.7914290369887567215251752 | 42019.75 |
| Fidelity IRA 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 239.0073295092415551306564691 | 75093.71 |
| Alphabet Inc. - Class A (gOOgl) [ST] | spouse | 283.7257418222769295236099835 | 89884.32 |
| Fidelity IRA 1 ⇒ Intel Corporation (INTC) [ST] | spouse | 133.6758563074352548036758563 | 12093.65 |
| Fidelity IRA 2 ⇒ JP Morgan Chase & Co. (JPM) [ST] | spouse | 100.8643163056296939978896406 | 33692.72 |
| Fidelity IRA 1 ⇒ Lam Research Corporation (LRCX) [ST] | spouse | 438.1382170814347470498890057 | 104057.83 |
| Neogenomics, Inc. (NEO) [ST] | spouse | 951.6983894582723279648609078 | 15883.85 |
| Fidelity Roth IRA ⇒ Oracle Corporation (ORCL) [ST] | spouse | 166.7461905494843774049561336 | 21020.02 |
| Fidelity IRA 1 ⇒ Pfizer, Inc. (PFE) [ST] | spouse | 215.5583413859110375862082764 | 6421.48 |
| Fidelity Roth IRA ⇒ Unity Software Inc. (U) [ST] | spouse | 181.1297260584106859859633235 | 7304.96 |
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. | ||||||
27 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 |
|---|---|---|---|---|
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 17, 2024 | Sep 14, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial) | Apr 17, 2024 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Apr 10, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Apr 10, 2023 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 1, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Feb 1, 2023 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 30, 2023 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Jan 30, 2023 | Sep 12, 2026 |
| IS — Fidelity Roth IRA ⇒ ironSource Ltd. Class A Ordinary Shares (IS) [ST] | Spouse | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Nov 7, 2022 | Sep 14, 2026 |
| U — Fidelity Roth IRA ⇒ Unity Software Inc. (U) [ST] | Spouse | ExchangeAnnual schedule; unresolved, excluded from usable transactions | Nov 7, 2022 | Sep 14, 2026 |
| U — Unity Software Inc. (U) [ST] | Spouse | Exchange | Nov 7, 2022 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 27, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Jan 27, 2022 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 21, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Jan 21, 2022 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 4, 2022 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Jan 4, 2022 | Sep 12, 2026 |
| IS — Fidelity Roth IRA ⇒ ironSource Ltd. Class A Ordinary Shares (IS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 31, 2021 | Sep 14, 2026 |
| IS — ironSource Ltd. Class A Ordinary Shares (IS) [ST] | Spouse | Purchase | Dec 31, 2021 | Sep 12, 2026 |
| Not reported — IAB Brokerage Account (IRA) ⇒ NeoGenomics, Inc. (NEO) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 30, 2021 | Sep 14, 2026 |
| NEO — Neogenomics, Inc. (NEO) [ST] | Spouse | Purchase | Dec 30, 2021 | Sep 12, 2026 |
| ALB — Fidelity IRA 1 ⇒ Albemarle Corporation (ALB) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2021 | Sep 14, 2026 |
| DIS — Fidelity IRA 1 ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Dec 28, 2021 | Sep 14, 2026 |
| ALB — Albemarle Corporation (ALB) [ST] | Spouse | Purchase | Dec 28, 2021 | Sep 12, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | Purchase | Dec 28, 2021 | Sep 12, 2026 |
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Dec 9, 2021 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Dec 9, 2021 | Sep 12, 2026 |
17 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.