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 | $68.36Nov 2, 2026 | Unavailable |
| AMZN | Joint | None | Unavailable | Unavailable | $245.63Nov 2, 2026 | Unavailable |
| AMP | Joint | None | Unavailable | Unavailable | $504.31Nov 2, 2026 | Unavailable |
| ANET | Joint | None | Unavailable | Unavailable | $164.14Nov 2, 2026 | Unavailable |
| BLK | Joint | None | Unavailable | Unavailable | $1167.15Nov 2, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $1040.55Nov 2, 2026 | Unavailable |
| CRWD | Joint | None | Unavailable | Unavailable | $241.81Nov 2, 2026 | Unavailable |
| KR | Joint | None | Unavailable | Unavailable | $68.36Nov 2, 2026 | Unavailable |
| NVDA | Joint | None | Unavailable | Unavailable | $202.06Nov 2, 2026 | Unavailable |
| PH | Joint | None | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| AAPL | Joint | None | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| BMY | Joint | None | Unavailable | Unavailable | $63.02Nov 2, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $1040.55Nov 2, 2026 | Unavailable |
| FITB | Joint | None | Unavailable | Unavailable | $54.97Nov 2, 2026 | Unavailable |
| JPM | Joint | None | Unavailable | Unavailable | $340.58Nov 2, 2026 | Unavailable |
| MSFT | Joint | None | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| PM | Joint | None | Unavailable | Unavailable | $208.29Nov 2, 2026 | Unavailable |
| PG | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPG | Joint | None | Unavailable | Unavailable | $221.73Nov 2, 2026 | Unavailable |
| ACN | Spouse | None | Unavailable | Unavailable | $260.94Nov 2, 2026 | Unavailable |
| GOOGL | Spouse | None | Unavailable | Unavailable | $278.99Nov 2, 2026 | Unavailable |
| AMP | Spouse | None | Unavailable | Unavailable | $504.31Nov 2, 2026 | Unavailable |
| AAPL | Spouse | None | Unavailable | Unavailable | $338.32Nov 2, 2026 | Unavailable |
| ANET | Spouse | None | Unavailable | Unavailable | $164.14Nov 2, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1167.15Nov 2, 2026 | Unavailable |
| CDNS | Spouse | None | Unavailable | Unavailable | $329.51Nov 2, 2026 | Unavailable |
| COR | Spouse | None | Unavailable | Unavailable | $337.84Nov 2, 2026 | Unavailable |
| COST | Spouse | None | Unavailable | Unavailable | $1040.55Nov 2, 2026 | Unavailable |
| DHR | Spouse | None | Unavailable | Unavailable | $227.97Nov 2, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $135.78Nov 2, 2026 | Unavailable |
| EQIX | Spouse | None | Unavailable | Unavailable | $993.69Nov 2, 2026 | Unavailable |
| HD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Spouse | None | Unavailable | Unavailable | $223.77Nov 2, 2026 | Unavailable |
| LHX | Spouse | None | Unavailable | Unavailable | $278.96Nov 2, 2026 | Unavailable |
| MSFT | Spouse | None | Unavailable | Unavailable | $507.12Nov 2, 2026 | Unavailable |
| NVDA | Spouse | None | Unavailable | Unavailable | $202.06Nov 2, 2026 | Unavailable |
| ORLY | Spouse | None | Unavailable | Unavailable | $90.70Nov 2, 2026 | Unavailable |
| PH | Spouse | None | Unavailable | Unavailable | $928.29Nov 2, 2026 | Unavailable |
| CRM | Spouse | None | Unavailable | Unavailable | $226.18Nov 2, 2026 | Unavailable |
| TEL | Spouse | None | Unavailable | Unavailable | $217.51Nov 2, 2026 | Unavailable |
| TMO | Spouse | None | Unavailable | Unavailable | $682.65Nov 2, 2026 | Unavailable |
| UBER | Spouse | None | Unavailable | Unavailable | $66.71Nov 2, 2026 | Unavailable |
| URI | Spouse | None | Unavailable | Unavailable | $1175.42Nov 2, 2026 | Unavailable |
| UNH | Spouse | None | Unavailable | Unavailable | $400.44Nov 2, 2026 | Unavailable |
| V | Spouse | None | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $113.11Nov 2, 2026 | Unavailable |
| ZTS | Spouse | None | Unavailable | Unavailable | $83.18Nov 2, 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.
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.