1 year
44.17%
Cumulative estimated return
SPY: 14.60%
Outperformance: 29.57 percentage points
2025-09-15 – 2026-09-15
Missing information
- 11 rows without a saved price.
- 1 sales exceeding observed holdings (unmatched amount omitted).
Deborah K. Ross
Updated Sep 14, 2026Democrat · House NC02
Wikipedia biography ↗Years Elected: About 5.7Rank: #4
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2021 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
112.87%
Cumulative estimated return
SPY: 70.83%
Outperformance: 42.04 percentage points
2023-09-15 – 2026-09-15
Missing information
- 11 rows without a saved price.
- 1 sales exceeding observed holdings (unmatched amount omitted).
5 years
99.11%
Cumulative estimated return
SPY: 69.11%
Outperformance: 30.00 percentage points
2021-09-15 – 2026-09-15
Missing information
- 11 rows without a saved price.
- 1 sales exceeding observed holdings (unmatched amount omitted).
As of Sep 15, 2026. 21 parsed trades. Ranks use three-year return.
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.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MSFT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| AMD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $504.20Sep 15, 2026 | Unavailable |
| ALB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $113.45Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMAT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $421.17Sep 15, 2026 | Unavailable |
| CLF | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CRWD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $242.49Sep 15, 2026 | Unavailable |
| FCX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $69.38Sep 15, 2026 | Unavailable |
| LRCX | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $270.87Sep 15, 2026 | Unavailable |
| DIS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| BRK.B | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $516.76Sep 15, 2026 | Unavailable |
| GILD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| BABA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $109.34Sep 15, 2026 | Unavailable |
| ORCL | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $140.35Sep 15, 2026 | Unavailable |
| U | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | 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.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Fidelity IRA 1 ⇒ Applied Materials, Inc. (AMAT) [ST] | spouse | 126.4660103505972995058173470 | 53263.69 |
| Fidelity Roth IRA ⇒ Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | spouse | 54.58111611406740346568426798 | 5967.90 |
| Fidelity IRA 2 ⇒ Berkshire Hathaway Inc. New (BRK.B) [ST] | spouse | 149.2101860141251367750920123 | 77105.86 |
| Fidelity IRA 1 ⇒ CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] | spouse | 277.3316835907500639986346958 | 67250.16 |
| Fidelity IRA 1 ⇒ Walt Disney Company (DIS) [ST] | spouse | 70.32170167882570097565263250 | 7483.64 |
| Fidelity IRA 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 239.0073295092415551306564691 | 81604.27 |
| Fidelity Roth IRA ⇒ Unity Software Inc. (U) [ST] | spouse | 181.1297260584106859859633235 | 7790.39 |
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. 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. | ||||||
All trades
27 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 |
|---|---|---|---|---|
| MSFT — Fidelity Brokerage Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | Nov 7, 2022 | Sep 14, 2026 |
| U — Fidelity Roth IRA ⇒ Unity Software Inc. (U) [ST] | Spouse | ExchangeAnnual schedule; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | 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; may repeat a PTR | Dec 28, 2021 | Sep 14, 2026 |
| DIS — Fidelity IRA 1 ⇒ Walt Disney Company (DIS) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | 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; may repeat a PTR | Dec 9, 2021 | Sep 14, 2026 |
| MSFT — Microsoft Corporation (MSFT) [ST] | Joint | Sale (partial) | Dec 9, 2021 | Sep 12, 2026 |
All disclosures
17 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.