Democrat · House OH01
Wikipedia biography ↗Years Elected: About 3.7Rank: #52
Federal elected service; earlier service not yet verified.
2.59%
Cumulative estimated return
SPY: 14.60%
Outperformance: -12.01 percentage points
2025-09-15 – 2026-09-15
47.20%
Cumulative estimated return
SPY: 70.83%
Outperformance: -23.63 percentage points
2023-09-15 – 2026-09-15
78.98%
Cumulative estimated return
SPY: 98.05%
Outperformance: -19.07 percentage points
2022-12-30 – 2026-09-15
As of Sep 15, 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.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| KR | Spouse | None | Unavailable | Unavailable | $60.75Sep 17, 2026 | Unavailable |
| AMZN | Joint | None | Unavailable | Unavailable | $251.19Sep 17, 2026 | Unavailable |
| AMP | Joint | None | Unavailable | Unavailable | $545.70Sep 17, 2026 | Unavailable |
| ANET | Joint | None | Unavailable | Unavailable | $199.53Sep 17, 2026 | Unavailable |
| BLK | Joint | None | Unavailable | Unavailable | $1053.96Sep 17, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $893.93Sep 17, 2026 | Unavailable |
| CRWD | Joint | None | Unavailable | Unavailable | $245.70Sep 17, 2026 | Unavailable |
| KR | Joint | None | Unavailable | Unavailable | $60.75Sep 17, 2026 | Unavailable |
| NVDA | Joint | None | Unavailable | Unavailable | $219.34Sep 17, 2026 | Unavailable |
| PH | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| AAPL | Joint | None | Unavailable | Unavailable | $337.00Sep 17, 2026 | Unavailable |
| BMY | Joint | None | Unavailable | Unavailable | $62.84Sep 17, 2026 | Unavailable |
| COST | Joint | None | Unavailable | Unavailable | $893.93Sep 17, 2026 | Unavailable |
| FITB | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Joint | None | Unavailable | Unavailable | $349.31Sep 17, 2026 | Unavailable |
| MSFT | Joint | None | Unavailable | Unavailable | $497.75Sep 17, 2026 | Unavailable |
| PM | Joint | None | Unavailable | Unavailable | $190.48Sep 17, 2026 | Unavailable |
| PG | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| SPG | Joint | None | Unavailable | Unavailable | $204.47Sep 17, 2026 | Unavailable |
| ACN | Spouse | None | Unavailable | Unavailable | $190.29Sep 17, 2026 | Unavailable |
| GOOGL | Spouse | None | Unavailable | Unavailable | $347.33Sep 17, 2026 | Unavailable |
| AMP | Spouse | None | Unavailable | Unavailable | $545.70Sep 17, 2026 | Unavailable |
| AAPL | Spouse | None | Unavailable | Unavailable | $337.00Sep 17, 2026 | Unavailable |
| ANET | Spouse | None | Unavailable | Unavailable | $199.53Sep 17, 2026 | Unavailable |
| BLK | Spouse | None | Unavailable | Unavailable | $1053.96Sep 17, 2026 | Unavailable |
| CDNS | Spouse | None | Unavailable | Unavailable | $280.76Sep 17, 2026 | Unavailable |
| COR | Spouse | None | Unavailable | Unavailable | $309.41Sep 17, 2026 | Unavailable |
| COST | Spouse | None | Unavailable | Unavailable | $893.93Sep 17, 2026 | Unavailable |
| DHR | Spouse | None | Unavailable | Unavailable | $212.50Sep 17, 2026 | Unavailable |
| DG | Spouse | None | Unavailable | Unavailable | $124.95Sep 17, 2026 | Unavailable |
| EQIX | Spouse | None | Unavailable | Unavailable | $1025.94Sep 17, 2026 | Unavailable |
| HD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| HON | Spouse | None | Unavailable | Unavailable | $206.49Sep 17, 2026 | Unavailable |
| LHX | Spouse | None | Unavailable | Unavailable | $250.46Sep 17, 2026 | Unavailable |
| MSFT | Spouse | None | Unavailable | Unavailable | $497.75Sep 17, 2026 | Unavailable |
| NVDA | Spouse | None | Unavailable | Unavailable | $219.34Sep 17, 2026 | Unavailable |
| ORLY | Spouse | None | Unavailable | Unavailable | $84.89Sep 17, 2026 | Unavailable |
| PH | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| CRM | Spouse | None | Unavailable | Unavailable | $242.85Sep 17, 2026 | Unavailable |
| TEL | Spouse | None | Unavailable | Unavailable | $206.60Sep 17, 2026 | Unavailable |
| TMO | Spouse | None | Unavailable | Unavailable | $658.32Sep 17, 2026 | Unavailable |
| UBER | Spouse | None | Unavailable | Unavailable | $70.87Sep 17, 2026 | Unavailable |
| URI | Spouse | None | Unavailable | Unavailable | $1002.53Sep 17, 2026 | Unavailable |
| UNH | Spouse | None | Unavailable | Unavailable | $375.21Sep 17, 2026 | Unavailable |
| V | Spouse | None | Unavailable | Unavailable | $369.93Sep 17, 2026 | Unavailable |
| DIS | Spouse | None | Unavailable | Unavailable | $105.35Sep 17, 2026 | Unavailable |
| ZTS | Spouse | None | 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 |
|---|---|---|---|
| Rockefeller Capital Management (2) ⇒ Costco Wholesale Corporation (COST) [ST] | not_reported | 71.19496166484118291347207010 | 64171.58 |
| Rockefeller Capital Management (2) ⇒ Exxon Mobil Corporation (XOM) [ST] | not_reported | 294.6554850407978241160471442 | 49891.07 |
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. | ||||||
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 |
|---|---|---|---|---|
| NEE — Rockefeller Capital Management (1) ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| PH — Rockefeller Capital Management (1) ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| URI — Rockefeller Capital Management (1) ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Joint | Sale (partial)Annual schedule; unresolved, excluded from usable transactions | Jan 18, 2023 | Sep 14, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Joint | Purchase | Jan 18, 2023 | Sep 12, 2026 |
| FANG — Diamondback Energy, Inc. - Common Stock (FANG) [ST] | Joint | Sale | Jan 18, 2023 | Sep 12, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Joint | Sale | Jan 18, 2023 | Sep 12, 2026 |
| LLY — Eli Lilly and Company Common Stock (LLY) [ST] | Joint | Purchase | Jan 18, 2023 | Sep 12, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | Sale | Jan 18, 2023 | Sep 12, 2026 |
| LIN — Linde plc - Ordinary Shares (LIN) [ST] | Joint | Sale (partial) | Jan 18, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Joint | Sale | Jan 18, 2023 | Sep 12, 2026 |
| PH — Parker-Hannifin Corporation Common Stock (PH) [ST] | Joint | Purchase | Jan 18, 2023 | Sep 12, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Joint | Sale (partial) | Jan 18, 2023 | Sep 12, 2026 |
| ADBE — Sarah Landsman Traditional IRA ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| AMP — Sarah Landsman Traditional IRA ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| BLK — Sarah Landsman Traditional IRA ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| COST — Sarah Landsman Traditional IRA ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| NVDA — Sarah Landsman Traditional IRA ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| CRM — Sarah Landsman Traditional IRA ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| URI — Sarah Landsman Traditional IRA ⇒ United Rentals, Inc. Common Stock (URI) [ST] | Spouse | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 12, 2023 | Sep 14, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| AMP — Ameriprise Financial, Inc. Common Stock (AMP) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| BLK — BlackRock, Inc. Common Stock (BLK) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| COST — Costco Wholesale Corporation - Common Stock (COST) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation - Common Stock (NVDA) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
| URI — United Rentals, Inc. Common Stock (URI) [ST] | Spouse | Purchase | Jan 12, 2023 | Sep 12, 2026 |
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.