Democrat · House OH01
Wikipedia biography ↗Years Elected: About 3.8Rank: #64
Federal elected service; earlier service not yet verified.
-1.54%
Cumulative estimated return
SPY: 13.01%
Outperformance: -14.55 percentage points
2025-10-24 – 2026-10-26
50.45%
Cumulative estimated return
SPY: 85.52%
Outperformance: -35.07 percentage points
2023-10-26 – 2026-10-26
72.22%
Cumulative estimated return
SPY: 100.13%
Outperformance: -27.91 percentage points
2022-12-30 – 2026-10-26
As of Oct 26, 2026. 157 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 |
|---|---|---|---|---|---|---|
| KR | Spouse | None | Unavailable | Unavailable | $66.76Oct 30, 2026 | Unavailable |
| AMZN | Joint | None | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AMP | Joint | None | Unavailable | Unavailable | $490.83Oct 30, 2026 | Unavailable |
| ANET | Joint | None | Unavailable | Unavailable | $168.86Oct 30, 2026 | Unavailable |
| BLK | Joint | None | Unavailable | Unavailable | $1147.54Oct 30, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| CRWD | Joint | None | Unavailable | Unavailable | $250.43Oct 30, 2026 | Unavailable |
| KR | Joint | None | Unavailable | Unavailable | $66.76Oct 30, 2026 | Unavailable |
| NVDA | Joint | None | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PH | Joint | None | Unavailable | Unavailable | $899.82Oct 30, 2026 | Unavailable |
| AAPL | Joint | None | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| BMY | Joint | None | Unavailable | Unavailable | $62.48Oct 30, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| FITB | Joint | None | Unavailable | Unavailable | $53.87Oct 30, 2026 | Unavailable |
| JPM | Joint | None | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| MSFT | Joint | None | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| PM | Joint | None | Unavailable | Unavailable | $208.79Oct 30, 2026 | Unavailable |
| PG | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPG | Joint | None | Unavailable | Unavailable | $217.75Oct 30, 2026 | Unavailable |
| ACN | Spouse | None | Unavailable | Unavailable | $258.24Oct 30, 2026 | Unavailable |
| GOOGL | Spouse | None | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMP | Spouse | None | Unavailable | Unavailable | $490.83Oct 30, 2026 | Unavailable |
| AAPL | Spouse | None | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| ANET | Spouse | None | Unavailable | Unavailable | $168.86Oct 30, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1147.54Oct 30, 2026 | Unavailable |
| CDNS | Spouse | None | Unavailable | Unavailable | $327.89Oct 30, 2026 | Unavailable |
| COR | Spouse | None | Unavailable | Unavailable | $330.84Oct 30, 2026 | Unavailable |
| COST | Spouse | None | Unavailable | Unavailable | $1012.28Oct 30, 2026 | Unavailable |
| DHR | Spouse | None | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $132.30Oct 30, 2026 | Unavailable |
| EQIX | Spouse | None | Unavailable | Unavailable | $1013.70Oct 30, 2026 | Unavailable |
| HD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Spouse | None | Unavailable | Unavailable | $218.33Oct 30, 2026 | Unavailable |
| LHX | Spouse | None | Unavailable | Unavailable | $277.61Oct 30, 2026 | Unavailable |
| MSFT | Spouse | None | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NVDA | Spouse | None | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| ORLY | Spouse | None | Unavailable | Unavailable | $88.12Oct 30, 2026 | Unavailable |
| PH | Spouse | None | Unavailable | Unavailable | $899.82Oct 30, 2026 | Unavailable |
| CRM | Spouse | None | Unavailable | Unavailable | $229.17Oct 30, 2026 | Unavailable |
| TEL | Spouse | None | Unavailable | Unavailable | $213.03Oct 30, 2026 | Unavailable |
| TMO | Spouse | None | Unavailable | Unavailable | $697.00Oct 30, 2026 | Unavailable |
| UBER | Spouse | None | Unavailable | Unavailable | $65.25Oct 30, 2026 | Unavailable |
| URI | Spouse | None | Unavailable | Unavailable | $1170.05Oct 30, 2026 | Unavailable |
| UNH | Spouse | None | Unavailable | Unavailable | $406.97Oct 30, 2026 | Unavailable |
| V | Spouse | None | Unavailable | Unavailable | $413.59Oct 30, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $110.94Oct 30, 2026 | Unavailable |
| ZTS | Spouse | None | Unavailable | Unavailable | $79.72Oct 30, 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 |
|---|---|---|---|
| Ulta Beauty, Inc. - Common Stock (ULTA) [ST] | spouse | 61.60258281323808657222896969 | 38521.94 |
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 |
|---|---|---|---|---|---|---|
| URI | Spouse | Jan 12, 2023 | $391.77 | Mar 27, 2025 | $645.92 | 64.87% |
| CRM | Spouse | Jan 12, 2023 | $149.60 | Mar 27, 2025 | $277.81 | 85.70% |
| PH | Joint | May 2, 2024 | $530.68 | Mar 27, 2025 | $626.26 | 18.01% |
| PH | Joint | Jun 3, 2024 | $513.08 | Mar 27, 2025 | $626.26 | 22.06% |
| NVDA | Spouse | Jan 12, 2023 | $16.51 | Mar 27, 2025 | $111.43 | 574.88% |
| LHX | Spouse | Jul 17, 2024 | $238.25 | Mar 27, 2025 | $212.70 | -10.72% |
| CRWD | Joint | Dec 18, 2023 | $64.95 | Mar 27, 2025 | $91.64 | 41.09% |
| CRWD | Joint | Feb 18, 2025 | $113.84 | Mar 27, 2025 | $91.64 | -19.50% |
| COST | Spouse | Jan 12, 2023 | $482.43 | Mar 27, 2025 | $938.75 | 94.59% |
| COST | Joint | May 15, 2024 | $787.04 | Mar 27, 2025 | $938.75 | 19.28% |
| COR | Spouse | May 29, 2024 | $219.06 | Mar 27, 2025 | $273.97 | 25.07% |
| CDNS | Spouse | Nov 15, 2023 | $265.79 | Mar 27, 2025 | $262.54 | -1.22% |
| ANET | Spouse | Aug 14, 2024 | $87.16 | Mar 27, 2025 | $78.96 | -9.41% |
| AAPL | Spouse | Jun 6, 2023 | $179.21 | Mar 27, 2025 | $223.85 | 24.91% |
| AMP | Spouse | Jan 12, 2023 | $331.17 | Mar 27, 2025 | $498.84 | 50.63% |
| AMP | Joint | Nov 8, 2024 | $551.99 | Mar 27, 2025 | $498.84 | -9.63% |
| AMP | Joint | Feb 26, 2025 | $525.27 | Mar 27, 2025 | $498.84 | -5.03% |
| AMZN | Joint | Feb 20, 2025 | $222.88 | Mar 27, 2025 | $201.36 | -9.66% |
| PH | Joint | May 2, 2024 | $530.68 | Feb 26, 2025 | $660.59 | 24.48% |
| COST | Joint | May 15, 2024 | $787.04 | Feb 26, 2025 | $1031.97 | 31.12% |
| AMZN | Joint | Feb 20, 2025 | $222.88 | Feb 26, 2025 | $214.35 | -3.83% |
| BLK | Joint | Dec 19, 2024 | $1016.33 | Feb 18, 2025 | $977.86 | -3.79% |
| URI | Joint | Nov 8, 2024 | $875.01 | Dec 19, 2024 | $710.94 | -18.75% |
| LLY | Joint | May 11, 2023 | $434.42 | Nov 8, 2024 | $831.54 | 91.41% |
| REGN | Spouse | Aug 11, 2023 | $806.95 | Oct 15, 2024 | $1016.53 | 25.97% |
| NEE | Joint | Sep 10, 2024 | $82.30 | Oct 15, 2024 | $82.79 | 0.60% |
| CRWD | Spouse | May 23, 2023 | $35.98 | Oct 15, 2024 | $75.58 | 110.08% |
| LNG | Spouse | Sep 19, 2023 | $161.61 | Oct 15, 2024 | $183.79 | 13.72% |
| FANG | Joint | Jul 17, 2024 | $210.94 | Sep 10, 2024 | $171.49 | -18.70% |
| AMZN | Joint | Apr 12, 2024 | $186.13 | Aug 21, 2024 | $180.11 | -3.23% |
| AMZN | Joint | Jun 3, 2024 | $178.34 | Aug 21, 2024 | $180.11 | 0.99% |
| ULTA | Spouse | May 29, 2024 | $378.28 | Aug 14, 2024 | $329.05 | -13.01% |
| ADBE | Spouse | Jan 12, 2023 | $344.54 | Aug 14, 2024 | $539.79 | 56.67% |
| ADBE | Spouse | May 23, 2023 | $370.42 | Aug 14, 2024 | $539.79 | 45.72% |
| ISRG | Spouse | Feb 1, 2023 | $251.19 | Jul 17, 2024 | $426.23 | 69.68% |
| ISRG | Joint | Jun 20, 2024 | $432.55 | Jul 17, 2024 | $426.23 | -1.46% |
| URI | Joint | Jan 4, 2024 | $548.86 | Jun 20, 2024 | $639.22 | 16.46% |
| URI | Joint | Jun 3, 2024 | $637.51 | Jun 20, 2024 | $639.22 | 0.27% |
| LLY | Joint | May 11, 2023 | $434.42 | Jun 3, 2024 | $831.26 | 91.35% |
| NVDA | Spouse | Jan 12, 2023 | $16.51 | May 29, 2024 | $114.82 | 595.45% |
| AAPL | Spouse | Jun 6, 2023 | $179.21 | May 29, 2024 | $190.29 | 6.18% |
| CRWD | Joint | Dec 18, 2023 | $64.95 | May 2, 2024 | $75.88 | 16.84% |
| CDNS | Joint | Nov 16, 2023 | $266.99 | Apr 12, 2024 | $305.85 | 14.55% |
| GOOGL | Joint | Oct 12, 2023 | $138.97 | Dec 14, 2023 | $131.94 | -5.06% |
| FANG | Joint | Oct 18, 2023 | $169.92 | Nov 16, 2023 | $152.50 | -10.25% |
| CRM | Joint | Apr 24, 2023 | $194.92 | Oct 18, 2023 | $204.83 | 5.08% |
326 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 |
|---|---|---|---|---|
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| CDNS — Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| COR — Cencora, Inc. Common Stock (COR) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Multiple owners | SaleSource rows (3)$17,003–$80,000 Original ↗ · Row 13 · Ptr Original ↗ · Row 14 · Ptr Original ↗ · Row 15 · Ptr | Mar 27, 2025 | Sep 11, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| DHR — Danaher Corporation Common Stock (DHR) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| EQIX — Equinix, Inc. - Common Stock (EQIX) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| FITB — Fifth Third Bancorp - Common Stock (FITB) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| JPM — JP Morgan Chase & Co. Common Stock (JPM) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| LHX — L3Harris Technologies, Inc. Common Stock (LHX) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| MSFT — Microsoft Corporation - Common Stock (MSFT) [ST] | Multiple owners | SaleSource rows (2)$100,002–$200,000 Original ↗ · Row 25 · Ptr Original ↗ · Row 26 · Ptr | Mar 27, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Multiple owners | SaleSource rows (2)$16,002–$65,000 Original ↗ · Row 27 · Ptr Original ↗ · Row 28 · Ptr | Mar 27, 2025 | Sep 11, 2026 |
| ORLY — O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Multiple owners | SaleSource rows (2)$16,002–$65,000 Original ↗ · Row 30 · Ptr Original ↗ · Row 31 · Ptr | Mar 27, 2025 | Sep 11, 2026 |
| PM — Philip Morris International Inc Common Stock (PM) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| PG — Procter & Gamble Company (PG) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| SPG — Simon Property Group, Inc. Common Stock (SPG) [ST] | Joint | Sale | Mar 27, 2025 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| UBER — Uber Technologies, Inc. Common Stock (UBER) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| V — Visa Inc. (V) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| DIS — Walt Disney Company (DIS) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| ZTS — Zoetis Inc. Class A Common Stock (ZTS) [ST] | Spouse | Sale | Mar 27, 2025 | Sep 11, 2026 |
| TEL — Sarah Landsman Traditional IRA ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | Spouse | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 25, 2025 | Sep 14, 2026 |
| TEL — TE Connectivity plc Ordinary Shares (TEL) [ST] | Spouse | Sale | Mar 25, 2025 | Sep 11, 2026 |
| AMP — Rockefeller Capital Management (1) ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| CRWD — Rockefeller Capital Management (1) ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| AMZN — Rockefeller Capital Management (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| COST — Rockefeller Capital Management (1) ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| NVDA — Rockefeller Capital Management (1) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| PH — Rockefeller Capital Management (1) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Feb 26, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| CRWD — CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | Purchase | Feb 26, 2025 | Sep 11, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | Sale (partial) | Feb 26, 2025 | Sep 11, 2026 |
| AMZN — Rockefeller Capital Management (1) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 20, 2025 | Sep 14, 2026 |
| ARINA — Rockefeller Capital Management (1) ⇒ Arista Investors Corp. Class A (ARINA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 20, 2025 | Sep 14, 2026 |
| AMZN — Amazon.com, Inc. - Common Stock (AMZN) [ST] | Joint | Purchase | Feb 20, 2025 | Sep 11, 2026 |
| ARINA — Arista Investors Corp. Class A (ARINA) [ST] | Joint | Sale | Feb 20, 2025 | Sep 11, 2026 |
| CRWD — Rockefeller Capital Management (1) ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 18, 2025 | Sep 14, 2026 |
| BLK — Rockefeller Capital Management (1) ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 18, 2025 | Sep 14, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Joint | Sale | Feb 18, 2025 | Sep 11, 2026 |
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.